GLOBALSTAR VOTING INC (GSAT)

Sector: Communication

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2026 Annual Meeting Analysis

GLOBALSTAR VOTING INC · Meeting: May 13, 2026

Policy v1.2high confidenceView Filing ↗
For informational purposes only. This AI-generated analysis applies a published voting policy to publicly available proxy filings. It does not constitute investment advice, proxy voting advice, or a solicitation of any kind. AI analysis may be incomplete or inaccurate — always review the actual filing and make your own independent decision.

Directors FOR

2

Directors AGAINST

0

Say on Pay

FOR

Auditor

FOR

Director Elections

Election of Class B Directors

2 FOR
✓ FOR
James F. Lynch

Lynch has served since 2003 and has relevant telecom and finance experience; GSAT's 3-year price return of 362.7% outperforms the XLC sector ETF by approximately 264 percentage points, far exceeding the 65-point threshold required to trigger an against vote, so the TSR test does not apply, and no other policy flags are triggered.

✓ FOR
Timothy E. Taylor

Taylor has served since 2018, brings direct operational knowledge of Globalstar as its Vice President of Finance, and GSAT's exceptional stock outperformance versus the XLC ETF (+264pp vs. the 65pp trigger threshold) means the TSR test does not apply; no overboarding, attendance, or independence flags are triggered.

Both Class B director nominees clear all policy screens; GSAT's 3-year total shareholder return of 362.7% outperforms the XLC sector ETF by approximately 264 percentage points, well above the 65-point threshold needed to trigger an against vote, so the TSR trigger does not fire for either director.

Say on Pay

✓ FOR

CEO

Dr. Paul E. Jacobs

Total Comp

$1,012,452

Prior Support

76%%

The CEO's total reported compensation for 2025 was $1,012,452 — a base salary of $500,000 plus a $300,000 cash bonus and $200,000 in stock awards — which is a conservative level for a CEO of a $10 billion market-cap telecom company and is well within reasonable benchmarks for title, sector, and size. The company's stock delivered a 3-year return of 362.7%, vastly outperforming the XLC sector ETF, meaning any above-benchmark incentive pay is clearly justified by exceptional shareholder returns. The prior say-on-pay vote received 76% support (above the 70% threshold), the company has a meaningful clawback policy, and compensation is tied to Adjusted EBITDA performance, a measurable multi-year operating metric.

Auditor Ratification

✓ FOR

Auditor

Ernst & Young LLP

Tenure

6 yrs

Audit Fees

$1,475,000

Non-Audit Fees

$529,667

EY's non-audit fees (tax services of $529,667) represent approximately 36% of audit fees ($1,475,000), which is well below the 50% threshold that would raise independence concerns; EY has served since the 2020 audit (roughly 6 years), far short of the 25-year tenure threshold; and EY is a Big 4 firm fully appropriate for a $10 billion market-cap company.

Overall Assessment

The 2026 Globalstar annual meeting presents three standard proposals — director elections, auditor ratification, and an advisory compensation vote — all of which pass policy screens and receive a FOR determination. GSAT's extraordinary stock performance (+363% over three years, outpacing the XLC ETF by over 264 percentage points) and conservative CEO pay of approximately $1 million mean that no compensation or director accountability flags are triggered.

Filing date: April 2, 2026·Policy v1.2·high confidence