| name | sec-proxy-analysis |
| description | Analyze proxy statements (DEF 14A) to extract executive compensation, governance information, and shareholder voting matters using the Octagon Claude plugin. Use when researching CEO pay, board composition, say-on-pay votes, and corporate governance practices. |
SEC Proxy Analysis
Analyze proxy statements (DEF 14A) to extract executive compensation and governance information for public companies using the Octagon Claude plugin.
Prerequisites
Ensure the Octagon Claude plugin is installed and configured in Claude Code before invoking this skill.
Workflow
1. Identify Analysis Parameters
Determine the following before querying:
- Ticker: Stock symbol (e.g., AAPL, MSFT, GOOGL)
- Focus Area (optional): Compensation, governance, proposals
- Comparison (optional): Peer companies, prior years
2. Execute Query via the Octagon Claude plugin
Use the octagon-agent tool with a natural language prompt:
Extract executive compensation details and governance information from <TICKER>'s latest proxy statement.
MCP Call Format:
{
"server": "octagon-claude-plugin",
"toolName": "octagon-agent",
"arguments": {
"prompt":
