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Pay vs Performance Disclosure | 12 Months Ended
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Dec. 31, 2023 USD ($) | Dec. 31, 2022 USD ($) | Dec. 31, 2021 USD ($) | Dec. 31, 2020 USD ($)
Pay vs Performance Disclosure |  |  |  |
Pay vs Performance Disclosure, Table | Pay versus Performance Holdings is providing the following disclosure in accordance with the SEC’s pay versus performance disclosure rules (the “PVP Rules”). However, we generally do not make compensation decisions based on “compensation actually paid” within the meaning of the PVP Rules, nor do we use the performance metrics that are required to be disclosed under the PVP Rules in our incentive compensation programs. In particular, we use Non-GAAP Operating Earnings, rather than net income, to determine compensation, because the nature of the products we offer result in net income volatility (as further described in the 2023 Form 10-K), and because we view the Non-GAAP Operating Earnings measure as more aligned with the underlying profitability drivers of our business than net income. Please refer to page 31 for a discussion of our incentive compensation programs, the performance objectives we utilize, and how we align pay and performance.
Fiscal Year (a) |  | Summary Compensation Table Total for PEO (b) |  |  | Compensation Actually Paid to PEO (c) |  |  | Average Summary Compensation Table Total for Non-PEO NEOs (d) |  |  | Average Compensation Actually Paid to Non-PEO NEOs (e) |  |  | Value of Initial Fixed $100 Investment Based on: |  |  | Net Income (h) 17 |  |  | Company Selected Measure: Non-GAAP Operating Earnings (i) |  |  | Supplemental Measure: Relative 3-Year TSR Rank (h) |
| Company TSR (f) |  |  | Peer Group TSR (S&P 400 Financials) (g) |
2023 |  | $ | 15,833,102 |  |  | $ | 19,204,586 |  |  | $ | 6,541,035 |  |  | $ | 6,958,269 |  |  | $ | 149 |  |  | $ | 136 |  |  | $ | 1,302 |  |  | $ | 1,694 |  |  |  | 36.1 | %
2022 |  | $ | 15,321,649 |  |  | $ | 7,211,420 |  |  | $ | 6,145,312 |  |  | $ | 4,215,506 |  |  | $ | 125 |  |  | $ | 126 |  |  | $ | 2,153 |  |  | $ | 1,726 |  |  |  | 59.7 | %
2021 |  | $ | 14,185,032 |  |  | $ | 28,457,088 |  |  | $ | 5,929,763 |  |  | $ | 10,114,513 |  |  | $ | 140 |  |  | $ | 131 |  |  | $ | 1,755 |  |  | $ | 2,555 |  |  |  | 91.3 | %
2020 |  | $ | 14,874,955 |  |  | $ | 17,014,191 |  |  | $ | 6,277,014 |  |  | $ | 7,423,503 |  |  | $ | 106 |  |  | $ | 98 |  |  | ($ | 648 | ) |  | $ | 2,302 |  |  |  | 83.9 | %
1. | For purposes of this disclosure, “PEO” refers to Principal (or Chief) Executive Officer.
2. | To calculate Compensation Actually Paid (CAP) for each year, the “ Summary Compensation Table ” (SCT) total compensation amount for such year was adjusted by (1) deducting certain amounts from the SCT total, as shown in tables A and B below, (2) adding the equity component of CAP amounts, as shown in tables C and D below, and (3) adding the pension component of CAP amounts (i.e., service costs and prior service costs for the applicable year), which, for the PEO, were $ 274,579 for 2023, $465,238 for 2022, $477,973 for 2021, and $422,757 for 2020, and for non-PEO NEOs, averaged $77,191 for 2023, $130,323 for 2022, $133,038 for 2021, and $101,308 for 2020.
17 | Net Income and Non-GAAP Operating Earnings have been restated for years ending 2021 and 2022 in accordance with the implementation of the LDTI accounting standard, which was effective January 2023.
3. | Mark Pearson was the PEO in 2020, 2021, 2022 and 2023. 2022 and 2023 non-PEO NEOs include Robin Raju, Jeff Hurd, Nick Lane and Seth Bernstein. 2021 non-PEO NEOs include Anders Malmstrom (departed March 31, 2021), Robin Raju (promoted April 1, 2021), Jeff Hurd, Nick Lane and Seth Bernstein. 2020 non-PEO NEOs include Anders Malmstrom, Jeff Hurd, Nick Lane and Seth Bernstein.
4. | Effective December 18, 2023, the S&P Dow Jones Indices added Holdings to the S&P MidCap 400 Index. We believe this index consists of a more appropriate peer group and our inclusion will increase our visibility and exposure to a broader investor base. Where Holdings previously used the S&P 500 index for benchmarking purposes, going forward, it will use the Standard & Poor’s 400 indices. As a result, the TSR Peer Group reported for PVP changed from the S&P 500 Financial Index to the S&P 400 Financial Index. A comparison of Company TSR to both the S&P 400 Financial Index and S&P 500 Financial Index is shown below:
|  | Value of Initial Fixed $100 Investment Based on: |
Fiscal Year |  | Company TSR |  |  | Peer Group TSR (S&P 400 Financials) |  |  | Peer Group TSR (S&P 500 Financials) |
2023 |  | $ | 149 |  |  | $ | 136 |  |  | $ | 133 |
2022 |  | $ | 125 |  |  | $ | 126 |  |  | $ | 118 |
2021 |  | $ | 140 |  |  | $ | 131 |  |  | $ | 134 |
2020 |  | $ | 106 |  |  | $ | 98 |  |  | $ | 98 |
PEO SCT Total to CAP Reconciliation - Deductions - Table A
Year |  | Salary (included in SCT Total and CAP) |  |  | Bonus and Non- Bonus Equity Incentive Compensation (included in SCT Total and CAP) |  |  | All Other Compensation (included in SCT Total and CAP) |  |  | SCT Total (as shown in column (b) above) |  |  | Deductions from SCT Total |
| Pension (deduct change in pension values reported in column (6) of the SCT from SCT Total) |  |  | Equity (deduct stock and option award values reported in columns (3) and (4) of the SCT from SCT Total) |
2023 |  | $ | 1,249,820 |  |  | $ | 3,494,280 |  |  | $ | 120,480 |  |  | $ | 15,833,102 |  |  | $ | 368,485 |  |  | $ | 10,600,037 |
2022 |  | $ | 1,249,820 |  |  | $ | 2,518,400 |  |  | $ | 953,417 |  |  | $ | 15,321,649 |  |  | $ | 0 |  |  | $ | 10,600,012 |
2021 |  | $ | 1,249,820 |  |  | $ | 4,525,000 |  |  | $ | 410,201 |  |  | $ | 14,185,032 |  |  | $ | 0 |  |  | $ | 8,000,011 |
2020 |  | $ | 1,297,845 |  |  | $ | 3,000,000 |  |  | $ | 435,074 |  |  | $ | 14,874,955 |  |  | $ | 2,141,979 |  |  | $ | 8,000,057 |
Average Non-PEO NEOs SCT Total to CAP Reconciliation – Deductions – Table B
Year |  | Salary (included in SCT Total and CAP) |  |  | Bonus and Non- Bonus Equity Incentive Compensation (included in SCT Total and CAP) |  |  | All Other Compensation (included in SCT Total and CAP) |  |  | SCT Total (as shown in column (b) above) |  |  | Deductions from SCT Total |
| Pension (deduct change in pension values reported in column (6) of the SCT from SCT Total) |  |  | Equity (deduct stock and option award values reported in columns (3) and (4) of the SCT from SCT Total) |
2023 |  | $ | 786,017 |  |  | $ | 2,351,831 |  |  | $ | 56,065 |  |  | $ | 6,541,035 |  |  | $ | 223,324 |  |  | $ | 3,123,799 |
2022 |  | $ | 783,140 |  |  | $ | 2,026,250 |  |  | $ | 392,127 |  |  | $ | 6,145,312 |  |  | $ | 0 |  |  | $ | 2,943,796 |
2021 |  | $ | 647,494 |  |  | $ | 2,300,500 |  |  | $ | 152,496 |  |  | $ | 5,929,763 |  |  | $ | 114,244 |  |  | $ | 2,715,030 |
2020 |  | $ | 785,537 |  |  | $ | 2,057,688 |  |  | $ | 196,546 |  |  | $ | 6,277,014 |  |  | $ | 490,939 |  |  | $ | 2,746,305 |
PEO Equity Component of CAP - Table C
Year |  | Equity Type |  | Fair Value of Current Year Equity Awards at 12/31 (a) |  |  | Change in Value of Prior Years’ Awards Unvested at 12/31 (b) |  |  | Change in Value of Prior Years’ Awards That Vested in FY (c) |  |  | Cash Dividends (d) |  |  | Equity Value Included in CAP (e) = (a)+(b)+(c)+(d) |
2023 |  | PS |  | $ | 6,786,836 |  |  | $ | 918,141 |  |  | $ | 571,576 |  |  | $ | 0 |  |  | $ | 8,276,553 |
| RSUs |  | $ | 4,435,159 |  |  | $ | 710,515 |  |  | $ | 306,053 |  |  | $ | 0 |  |  | $ | 5,451,727 |
| Options |  | $ | 0 |  |  | $ | 0 |  |  | $ | 337,147 |  |  | $ | 0 |  |  | $ | 337,147 |
| Total |  | $ | 11,221,995 |  |  | $ | 1,628,657 |  |  | $ | 1,214,775 |  |  | $ | 0 |  |  | $ | 14,065,427 |
2022 |  | PS |  | $ | 3,775,111 |  |  | ($ | 5,129,025 | ) |  | $ | 321,980 |  |  | $ | 0 |  |  | ($ | 1,031,934 | )
| RSUs |  | $ | 3,610,424 |  |  | ($ | 362,670 | ) |  | $ | 34,581 |  |  | $ | 0 |  |  | $ | 3,282,335 |
| Options |  | $ | 0 |  |  | ($ | 436,307 | ) |  | $ | 210,451 |  |  | $ | 0 |  |  | ($ | 225,856 | )
| Total |  | $ | 7,385,535 |  |  | ($ | 5,928,002 | ) |  | $ | 567,013 |  |  | $ | 0 |  |  | $ | 2,024,545 |
2021 |  | PS |  | $ | 4,986,758 |  |  | $ | 5,944,129 |  |  | $ | 800,598 |  |  | $ | 0 |  |  | $ | 11,731,484 |
| RSUs |  | $ | 3,850,878 |  |  | $ | 690,935 |  |  | $ | 1,260,838 |  |  | $ | 0 |  |  | $ | 5,802,651 |
| Options |  | $ | 0 |  |  | $ | 2,788,739 |  |  | $ | 1,471,219 |  |  | $ | 0 |  |  | $ | 4,259,958 |
| Total |  | $ | 8,837,636 |  |  | $ | 9,423,803 |  |  | $ | 3,532,655 |  |  | $ | 0 |  |  | $ | 21,794,093 |
2020 |  | PS |  | $ | 5,767,066 |  |  | ($ | 86,154 | ) |  | $ | 0 |  |  | $ | 0 |  |  | $ | 5,680,912 |
| RSUs |  | $ | 2,282,934 |  |  | $ | 219,075 |  |  | ($ | 167,474 | ) |  | $ | 0 |  |  | $ | 2,334,534 |
| Options |  | $ | 3,368,422 |  |  | $ | 464,412 |  |  | $ | 10,235 |  |  | $ | 0 |  |  | $ | 3,843,069 |
| Total |  | $ | 11,418,422 |  |  | $ | 597,333 |  |  | ($ | 157,239 | ) |  | $ | 0 |  |  | $ | 11,858,515 |
Non-PEO NEOs Equity Component of CAP - Table D
|  | Equity Type |  | Fair Value of Current Year Equity Awards at 12/31 (a) |  |  | Change in Value of Prior Years’ Awards Unvested at 12/31 (b) |  |  | Change in Value of Prior Years’ Awards That Vested in FY (c) |  |  | Cash Dividends (d) |  |  | Equity Value Included in CAP (e) = (a)+(b)+(c)+(d) |
2023 |  | PS |  | $ | 1,333,384 |  |  | $ | 158,915 |  |  | $ | 97,386 |  |  | $ | 0 |  |  | $ | 1,589,686 |
| RSUs |  | $ | 1,928,620 |  |  | $ | 7,663 |  |  | ($ | 130,400 | ) |  | $ | 234,176 |  |  | $ | 2,040,060 |
| Options |  | $ | 0 |  |  | $ | 0 |  |  | $ | 57,420 |  |  | $ | 0 |  |  | $ | 57,420 |
| Total |  | $ | 3,262,004 |  |  | $ | 166,579 |  |  | $ | 24,407 |  |  | $ | 234,176 |  |  | $ | 3,687,166 |
2022 |  | PS |  | $ | 641,068 |  |  | ($ | 894,609 | ) |  | $ | 74,663 |  |  | $ | 0 |  |  | ($ | 178,877 | )
| RSUs |  | $ | 1,625,231 |  |  | ($ | 654,319 | ) |  | ($ | 269,610 | ) |  | $ | 390,706 |  |  | $ | 1,092,008 |
| Options |  | $ | 0 |  |  | ($ | 74,309 | ) |  | $ | 44,846 |  |  | $ | 0 |  |  | ($ | 29,463 | )
| Total |  | $ | 2,266,299 |  |  | ($ | 1,623,236 | ) |  | ($ | 150,102 | ) |  | $ | 390,706 |  |  | $ | 883,667 |
2021 |  | PS |  | $ | 1,035,356 |  |  | $ | 1,299,026 |  |  | $ | 147,242 |  |  | $ | 0 |  |  | $ | 2,481,624 |
| RSUs |  | $ | 1,801,440 |  |  | $ | 734,134 |  |  | $ | 685,615 |  |  | $ | 299,513 |  |  | $ | 3,520,702 |
| Options |  | $ | 0 |  |  | $ | 579,483 |  |  | $ | 299,175 |  |  | $ | 0 |  |  | $ | 878,658 |
| Total |  | $ | 2,836,796 |  |  | $ | 2,612,643 |  |  | $ | 1,132,032 |  |  | $ | 299,513 |  |  | $ | 6,880,984 |
2020 |  | PS |  | $ | 1,288,616 |  |  | ($ | 44,862 | ) |  | $ | 0 |  |  | $ | 0 |  |  | $ | 1,243,754 |
| RSUs |  | $ | 1,518,738 |  |  | $ | 318,991 |  |  | ($ | 12,910 | ) |  | $ | 316,459 |  |  | $ | 2,141,278 |
| Options |  | $ | 752,635 |  |  | $ | 128,344 |  |  | $ | 16,413 |  |  | $ | 0 |  |  | $ | 897,392 |
| Total |  | $ | 3,559,989 |  |  | $ | 402,473 |  |  | $ | 3,503 |  |  | $ | 316,459 |  |  | $ | 4,282,424 |
5. | Mark Pearson was the PEO in 2020, 2021, 2022 and 2023. 2022 and 2023 non-PEO NEOs include Robin Raju, Jeff Hurd, Nick Lane and Seth Bernstein. 2021 non-PEO NEOs include Anders Malmstrom (departed March 31, 2021), Robin Raju (promoted April 1, 2021), Jeff Hurd, Nick Lane and Seth Bernstein. 2020 non-PEO NEOs include Anders Malmstrom, Jeff Hurd, Nick Lane and Seth Bernstein.
Company Selected Measure Name | Non-GAAP Operating Earnings |  |  |
Named Executive Officers, Footnote | Mark Pearson was the PEO in 2020, 2021, 2022 and 2023. 2022 and 2023 non-PEO NEOs include Robin Raju, Jeff Hurd, Nick Lane and Seth Bernstein. 2021 non-PEO NEOs include Anders Malmstrom (departed March 31, 2021), Robin Raju (promoted April 1, 2021), Jeff Hurd, Nick Lane and Seth Bernstein. 2020 non-PEO NEOs include Anders Malmstrom, Jeff Hurd, Nick Lane and Seth Bernstein. |  |  |
Peer Group Issuers, Footnote | Effective December 18, 2023, the S&P Dow Jones Indices added Holdings to the S&P MidCap 400 Index. We believe this index consists of a more appropriate peer group and our inclusion will increase our visibility and exposure to a broader investor base. Where Holdings previously used the S&P 500 index for benchmarking purposes, going forward, it will use the Standard & Poor’s 400 indices. As a result, the TSR Peer Group reported for PVP changed from the S&P 500 Financial Index to the S&P 400 Financial Index. |  |  |
PEO Total Compensation Amount | $ 15,833,102 | $ 15,321,649 | $ 14,185,032 | $ 14,874,955
PEO Actually Paid Compensation Amount | $ 19,204,586 | 7,211,420 | 28,457,088 | 17,014,191
Adjustment To PEO Compensation, Footnote | PEO SCT Total to CAP Reconciliation - Deductions - Table A
Year |  | Salary (included in SCT Total and CAP) |  |  | Bonus and Non- Bonus Equity Incentive Compensation (included in SCT Total and CAP) |  |  | All Other Compensation (included in SCT Total and CAP) |  |  | SCT Total (as shown in column (b) above) |  |  | Deductions from SCT Total |
| Pension (deduct change in pension values reported in column (6) of the SCT from SCT Total) |  |  | Equity (deduct stock and option award values reported in columns (3) and (4) of the SCT from SCT Total) |
2023 |  | $ | 1,249,820 |  |  | $ | 3,494,280 |  |  | $ | 120,480 |  |  | $ | 15,833,102 |  |  | $ | 368,485 |  |  | $ | 10,600,037 |
2022 |  | $ | 1,249,820 |  |  | $ | 2,518,400 |  |  | $ | 953,417 |  |  | $ | 15,321,649 |  |  | $ | 0 |  |  | $ | 10,600,012 |
2021 |  | $ | 1,249,820 |  |  | $ | 4,525,000 |  |  | $ | 410,201 |  |  | $ | 14,185,032 |  |  | $ | 0 |  |  | $ | 8,000,011 |
2020 |  | $ | 1,297,845 |  |  | $ | 3,000,000 |  |  | $ | 435,074 |  |  | $ | 14,874,955 |  |  | $ | 2,141,979 |  |  | $ | 8,000,057 |
PEO Equity Component of CAP - Table C
Year |  | Equity Type |  | Fair Value of Current Year Equity Awards at 12/31 (a) |  |  | Change in Value of Prior Years’ Awards Unvested at 12/31 (b) |  |  | Change in Value of Prior Years’ Awards That Vested in FY (c) |  |  | Cash Dividends (d) |  |  | Equity Value Included in CAP (e) = (a)+(b)+(c)+(d) |
2023 |  | PS |  | $ | 6,786,836 |  |  | $ | 918,141 |  |  | $ | 571,576 |  |  | $ | 0 |  |  | $ | 8,276,553 |
| RSUs |  | $ | 4,435,159 |  |  | $ | 710,515 |  |  | $ | 306,053 |  |  | $ | 0 |  |  | $ | 5,451,727 |
| Options |  | $ | 0 |  |  | $ | 0 |  |  | $ | 337,147 |  |  | $ | 0 |  |  | $ | 337,147 |
| Total |  | $ | 11,221,995 |  |  | $ | 1,628,657 |  |  | $ | 1,214,775 |  |  | $ | 0 |  |  | $ | 14,065,427 |
2022 |  | PS |  | $ | 3,775,111 |  |  | ($ | 5,129,025 | ) |  | $ | 321,980 |  |  | $ | 0 |  |  | ($ | 1,031,934 | )
| RSUs |  | $ | 3,610,424 |  |  | ($ | 362,670 | ) |  | $ | 34,581 |  |  | $ | 0 |  |  | $ | 3,282,335 |
| Options |  | $ | 0 |  |  | ($ | 436,307 | ) |  | $ | 210,451 |  |  | $ | 0 |  |  | ($ | 225,856 | )
| Total |  | $ | 7,385,535 |  |  | ($ | 5,928,002 | ) |  | $ | 567,013 |  |  | $ | 0 |  |  | $ | 2,024,545 |
2021 |  | PS |  | $ | 4,986,758 |  |  | $ | 5,944,129 |  |  | $ | 800,598 |  |  | $ | 0 |  |  | $ | 11,731,484 |
| RSUs |  | $ | 3,850,878 |  |  | $ | 690,935 |  |  | $ | 1,260,838 |  |  | $ | 0 |  |  | $ | 5,802,651 |
| Options |  | $ | 0 |  |  | $ | 2,788,739 |  |  | $ | 1,471,219 |  |  | $ | 0 |  |  | $ | 4,259,958 |
| Total |  | $ | 8,837,636 |  |  | $ | 9,423,803 |  |  | $ | 3,532,655 |  |  | $ | 0 |  |  | $ | 21,794,093 |
2020 |  | PS |  | $ | 5,767,066 |  |  | ($ | 86,154 | ) |  | $ | 0 |  |  | $ | 0 |  |  | $ | 5,680,912 |
| RSUs |  | $ | 2,282,934 |  |  | $ | 219,075 |  |  | ($ | 167,474 | ) |  | $ | 0 |  |  | $ | 2,334,534 |
| Options |  | $ | 3,368,422 |  |  | $ | 464,412 |  |  | $ | 10,235 |  |  | $ | 0 |  |  | $ | 3,843,069 |
| Total |  | $ | 11,418,422 |  |  | $ | 597,333 |  |  | ($ | 157,239 | ) |  | $ | 0 |  |  | $ | 11,858,515 |
Non-PEO NEO Average Total Compensation Amount | $ 6,541,035 | 6,145,312 | 5,929,763 | 6,277,014
Non-PEO NEO Average Compensation Actually Paid Amount | $ 6,958,269 | 4,215,506 | 10,114,513 | 7,423,503
Adjustment to Non-PEO NEO Compensation Footnote | Average Non-PEO NEOs SCT Total to CAP Reconciliation – Deductions – Table B
Year |  | Salary (included in SCT Total and CAP) |  |  | Bonus and Non- Bonus Equity Incentive Compensation (included in SCT Total and CAP) |  |  | All Other Compensation (included in SCT Total and CAP) |  |  | SCT Total (as shown in column (b) above) |  |  | Deductions from SCT Total |
| Pension (deduct change in pension values reported in column (6) of the SCT from SCT Total) |  |  | Equity (deduct stock and option award values reported in columns (3) and (4) of the SCT from SCT Total) |
2023 |  | $ | 786,017 |  |  | $ | 2,351,831 |  |  | $ | 56,065 |  |  | $ | 6,541,035 |  |  | $ | 223,324 |  |  | $ | 3,123,799 |
2022 |  | $ | 783,140 |  |  | $ | 2,026,250 |  |  | $ | 392,127 |  |  | $ | 6,145,312 |  |  | $ | 0 |  |  | $ | 2,943,796 |
2021 |  | $ | 647,494 |  |  | $ | 2,300,500 |  |  | $ | 152,496 |  |  | $ | 5,929,763 |  |  | $ | 114,244 |  |  | $ | 2,715,030 |
2020 |  | $ | 785,537 |  |  | $ | 2,057,688 |  |  | $ | 196,546 |  |  | $ | 6,277,014 |  |  | $ | 490,939 |  |  | $ | 2,746,305 |
Non-PEO NEOs Equity Component of CAP - Table D
|  | Equity Type |  | Fair Value of Current Year Equity Awards at 12/31 (a) |  |  | Change in Value of Prior Years’ Awards Unvested at 12/31 (b) |  |  | Change in Value of Prior Years’ Awards That Vested in FY (c) |  |  | Cash Dividends (d) |  |  | Equity Value Included in CAP (e) = (a)+(b)+(c)+(d) |
2023 |  | PS |  | $ | 1,333,384 |  |  | $ | 158,915 |  |  | $ | 97,386 |  |  | $ | 0 |  |  | $ | 1,589,686 |
| RSUs |  | $ | 1,928,620 |  |  | $ | 7,663 |  |  | ($ | 130,400 | ) |  | $ | 234,176 |  |  | $ | 2,040,060 |
| Options |  | $ | 0 |  |  | $ | 0 |  |  | $ | 57,420 |  |  | $ | 0 |  |  | $ | 57,420 |
| Total |  | $ | 3,262,004 |  |  | $ | 166,579 |  |  | $ | 24,407 |  |  | $ | 234,176 |  |  | $ | 3,687,166 |
2022 |  | PS |  | $ | 641,068 |  |  | ($ | 894,609 | ) |  | $ | 74,663 |  |  | $ | 0 |  |  | ($ | 178,877 | )
| RSUs |  | $ | 1,625,231 |  |  | ($ | 654,319 | ) |  | ($ | 269,610 | ) |  | $ | 390,706 |  |  | $ | 1,092,008 |
| Options |  | $ | 0 |  |  | ($ | 74,309 | ) |  | $ | 44,846 |  |  | $ | 0 |  |  | ($ | 29,463 | )
| Total |  | $ | 2,266,299 |  |  | ($ | 1,623,236 | ) |  | ($ | 150,102 | ) |  | $ | 390,706 |  |  | $ | 883,667 |
2021 |  | PS |  | $ | 1,035,356 |  |  | $ | 1,299,026 |  |  | $ | 147,242 |  |  | $ | 0 |  |  | $ | 2,481,624 |
| RSUs |  | $ | 1,801,440 |  |  | $ | 734,134 |  |  | $ | 685,615 |  |  | $ | 299,513 |  |  | $ | 3,520,702 |
| Options |  | $ | 0 |  |  | $ | 579,483 |  |  | $ | 299,175 |  |  | $ | 0 |  |  | $ | 878,658 |
| Total |  | $ | 2,836,796 |  |  | $ | 2,612,643 |  |  | $ | 1,132,032 |  |  | $ | 299,513 |  |  | $ | 6,880,984 |
2020 |  | PS |  | $ | 1,288,616 |  |  | ($ | 44,862 | ) |  | $ | 0 |  |  | $ | 0 |  |  | $ | 1,243,754 |
| RSUs |  | $ | 1,518,738 |  |  | $ | 318,991 |  |  | ($ | 12,910 | ) |  | $ | 316,459 |  |  | $ | 2,141,278 |
| Options |  | $ | 752,635 |  |  | $ | 128,344 |  |  | $ | 16,413 |  |  | $ | 0 |  |  | $ | 897,392 |
| Total |  | $ | 3,559,989 |  |  | $ | 402,473 |  |  | $ | 3,503 |  |  | $ | 316,459 |  |  | $ | 4,282,424 |
Tabular List, Table | Required Tabular Disclosure of Most Important Measures to Determine FY2023 CAP
| • |  | The four items listed below represent the most important metrics we used to determine CAP for FY2023 as further described in our Compensation Discussion and Analysis (CD&A) within the sections titled “Annual Incentive Compensation” and “Long-Term Incentive Compensation.”
Most Important Performance Measures
Relative Total Shareholder Return
Non-GAAP Operating Earnings
Value of New Business Free Cash Flow
Total Shareholder Return Amount | $ 149 | 125 | 140 | 106
Peer Group Total Shareholder Return Amount | 136 | 126 | 131 | 98
Net Income (Loss) | $ 1,302 | $ 2,153 | $ (1,755) | $ (648)
Company Selected Measure Amount | 1,694 | 1,726 | 2,555 | 2,302
PEO Name | Mark Pearson |  |  |
Peer Group TSR (S&P500 Financials) | $ 133 | $ 118 | $ 134 | $ 98
Measure:: 1 |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Other Performance Measure, Amount | 0.361 | 0.597 | 0.913 | 0.839
Name | Relative Total Shareholder Return |  |  |
Measure:: 2 |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Name | Non-GAAP Operating Earnings |  |  |
Non-GAAP Measure Description | Net Income and Non-GAAP Operating Earnings have been restated for years ending 2021 and 2022 in accordance with the implementation of the LDTI accounting standard, which was effective January 2023. |  |  |
Measure:: 3 |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Name | Value of New Business |  |  |
Measure:: 4 |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Name | Free Cash Flow |  |  |
Mark Pearson [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | $ 15,833,102 |  |  |
Salary | 1,249,820 |  |  |
Stock Awards | 10,600,037 |  |  |
All Other Compensation | 120,480 |  |  |
Pension (from Summary Compensation Table) | 0 |  |  |
Bonus and Non Bonus Equity Incentive Compensation | 3,494,280 |  |  |
Median Employee [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 115,507 |  |  |
Salary | 95,974 |  |  |
Stock Awards | 0 |  |  |
All Other Compensation | 9,225 |  |  |
Pension (from Summary Compensation Table) | 0 |  |  |
Bonus and Non Bonus Equity Incentive Compensation | 10,308 |  |  |
PEO |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Salary | 1,249,820 | $ 1,249,820 | $ 1,249,820 | $ 1,297,845
Equity Awards (from Summary Compensation Table) | 10,600,037 | 10,600,012 | 8,000,011 | 8,000,057
All Other Compensation | 120,480 | 953,417 | 410,201 | 435,074
Pension (from Summary Compensation Table) | 368,485 | 0 | 0 | 2,141,979
Bonus and Non Bonus Equity Incentive Compensation | 3,494,280 | 2,518,400 | 4,525,000 | 3,000,000
PEO | Fair Value of Current Year Equity Awards PS [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 6,786,836 | 3,775,111 | 4,986,758 | 5,767,066
PEO | Fair Value of Current Year Equity Awards RSUs [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 4,435,159 | 3,610,424 | 3,850,878 | 2,282,934
PEO | Fair Value of Current Year Equity Awards opions [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 0 | 0 | 0 | 3,368,422
PEO | Fair Value of Current Year Equity Awards total [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 11,221,995 | 7,385,535 | 8,837,636 | 11,418,422
PEO | Change in Value of Prior Years Awards PS [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 918,141 | (5,129,025) | 5,944,129 | (86,154)
PEO | Change in Value of Prior Years Awards RSUs [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 710,515 | (362,670) | 690,935 | 219,075
PEO | Change in Value of Prior Years Awards options [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 0 | (436,307) | 2,788,739 | 464,412
PEO | Change in Value of Prior Years Awards Total [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 1,628,657 | (5,928,002) | 9,423,803 | 597,333
PEO | Change in Value of Prior Years Awards That Vested PS [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 571,576 | 321,980 | 800,598 | 0
PEO | Change in Value of Prior Years Awards That Vested RSUs [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 306,053 | 34,581 | 1,260,838 | (167,474)
PEO | Change in Value of Prior Years Awards That Vested Options [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 337,147 | 210,451 | 1,471,219 | 10,235
PEO | Change in Value of Prior Years Awards That Vested Total [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 1,214,775 | 567,013 | 3,532,655 | (157,239)
PEO | Cash Dividends PS [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 0 | 0 | 0 | 0
PEO | Cash Dividends RSUs [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 0 | 0 | 0 | 0
PEO | Cash Dividends Options [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 0 | 0 | 0 | 0
PEO | Cash Dividends Total [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 0 | 0 | 0 | 0
PEO | Equity Value Included in CAP PS [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 8,276,553 | (1,031,934) | 11,731,484 | 5,680,912
PEO | Equity Value Included in CAP RSUs [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 5,451,727 | 3,282,335 | 5,802,651 | 2,334,534
PEO | Equity Value Included in CAP Options [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 337,147 | (225,856) | 4,259,958 | 3,843,069
PEO | Equity Value Included in CAP Total [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 14,065,427 | 2,024,545 | 21,794,093 | 11,858,515
PEO | Service Costs and Prior Service Costs [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 77,191 | 130,323 | 133,038 | 101,308
Non-PEO NEO |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Salary | 786,017 | 783,140 | 647,494 | 785,537
Equity Awards (from Summary Compensation Table) | 3,123,799 | 2,943,796 | 2,715,030 | 2,746,305
All Other Compensation | 56,065 | 392,127 | 152,496 | 196,546
Pension (from Summary Compensation Table) | 223,324 | 0 | 114,244 | 490,939
Bonus and Non Bonus Equity Incentive Compensation | 2,351,831 | 2,026,250 | 2,300,500 | 2,057,688
Non-PEO NEO | Fair Value of Current Year Equity Awards PS [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 1,333,384 | 641,068 | 1,035,356 | 1,288,616
Non-PEO NEO | Fair Value of Current Year Equity Awards RSUs [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 1,928,620 | 1,625,231 | 1,801,440 | 1,518,738
Non-PEO NEO | Fair Value of Current Year Equity Awards opions [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 0 | 0 | 0 | 752,635
Non-PEO NEO | Fair Value of Current Year Equity Awards total [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 3,262,004 | 2,266,299 | 2,836,796 | 3,559,989
Non-PEO NEO | Change in Value of Prior Years Awards PS [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 158,915 | (894,609) | 1,299,026 | (44,862)
Non-PEO NEO | Change in Value of Prior Years Awards RSUs [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 7,663 | (654,319) | 734,134 | 318,991
Non-PEO NEO | Change in Value of Prior Years Awards options [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 0 | (74,309) | 579,483 | 128,344
Non-PEO NEO | Change in Value of Prior Years Awards Total [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 166,579 | (1,623,236) | 2,612,643 | 402,473
Non-PEO NEO | Change in Value of Prior Years Awards That Vested PS [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 97,386 | 74,663 | 147,242 | 0
Non-PEO NEO | Change in Value of Prior Years Awards That Vested RSUs [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | (130,400) | 269,610 | 685,615 | (12,910)
Non-PEO NEO | Change in Value of Prior Years Awards That Vested Options [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 57,420 | 44,846 | 299,175 | 16,413
Non-PEO NEO | Change in Value of Prior Years Awards That Vested Total [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 24,407 | (150,102) | 1,132,032 | 3,503
Non-PEO NEO | Cash Dividends PS [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 0 | 0 | 0 | 0
Non-PEO NEO | Cash Dividends RSUs [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 234,176 | 390,706 | 299,513 | 316,459
Non-PEO NEO | Cash Dividends Options [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 0 | 0 | 0 | 0
Non-PEO NEO | Cash Dividends Total [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 234,176 | 390,706 | 299,513 | 316,459
Non-PEO NEO | Equity Value Included in CAP PS [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 1,589,686 | (178,877) | 2,481,624 | 1,243,754
Non-PEO NEO | Equity Value Included in CAP RSUs [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 2,040,060 | 1,092,008 | 3,520,702 | 2,141,278
Non-PEO NEO | Equity Value Included in CAP Options [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 57,420 | (29,463) | 878,658 | 897,392
Non-PEO NEO | Equity Value Included in CAP Total [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | 3,687,166 | 883,667 | 6,880,984 | 4,282,424
Non-PEO NEO | Service Costs and Prior Service Costs [Member] |  |  |  |
Pay vs Performance Disclosure |  |  |  |
Adjustment to Compensation, Amount | $ 274,579 | $ 465,238 | $ 477,973 | $ 422,757

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