Engine No. 1 Activist Presentation Deck
ExxonMobil has for years filled its Board with former CEOs
without any energy experience
While large cap CEO experience is helpful as part of the overall board mix,
transferable skills and track records of performance should matter as well
ExxonMobil Board Independent
Director Industry Experience
Pre-Engine No. 1 Engagement
11%
22%
11%
Information Technology
Financials
Climate Scientist
22%
34%
Healthcare
Industrials
Current Independent Director Nominee Track Record as CEOs
Stock Total Sector
Return
Return*
Director
Frazier
Burns
Braly
Company
Palmisano IBM
Hooley
Merck
Oberhelman Caterpillar
Kandarian
Xerox
Holdings
Anthem
State Street
MetLife
CEO Tenure
12/2011
7/2009
3/2002
7/2010
6/2007
3/2010
5/2011
Present
12/2016
12/2011
12/2016
8/2012
12/2018
4/2019
Source: Bloomberg and ExxonMobil proxy statements. *Sector Return is S&P's GICS Level 1 Sector return for the respective company; Market Return is the
S&P 500 return for the same tenure. Performance of Ken Frazier (currently CEO at Merck) is measured through 4/9/2021.
192%
55%
103%
85%
-28%
63%
40%
316%
190%
36%
163%
18%
134%
146%
Market
Return*
301%
181%
35%
150%
3%
170%
155%
REENERGIZE
EXXON//
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