ARCH CAPITAL GROUP LTD. — Form 10-Q
Filed November 4, 2026 · analyzed by the Periodic Agent
10-Q
— Neutral
significance 18/100
What the filing says
ARCH filed three exhibits: (1) Fourth Amended Incentive Compensation Plan effective January 1, 2027, setting bonus structures for employees via Target Bonus Approach and Formula Approach based on ROE hurdles, with maximum payouts capped at 200% of target amounts and 15% of Pre-Tax Profit per segment; (2) Jerome Halgan CEO employment agreement (Arch Reinsurance Ltd., November 1, 2017, base $525K, target bonus 100%), amended September 3, 2026 upon promotion to Global CEO of Arch Reinsurance, increasing base to $800K and target bonus to 175% (effective June 15, 2026), with assignment to Arch Capital Group Ltd. as parent; (3) Michael Schmeiser employment agreement (Arch U.S. MI Services Inc., March 1, 2019, base $450K, target bonus 100%, with $232.5K equity award). No material financial transactions or counterparties disclosed; documents establish governance frameworks and executive compensation terms.
Why this rating
Routine administrative filings: plan restatement and standard executive agreements. Halgan's promotion modest relative to $33B market cap (modest salary/bonus increases). No deal, restructuring, or material business change disclosed.
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