Scouting report · TMC
Craig Shesky
TMC's CFO since 2021; twelve years a metals analyst at King Street
—thin record
Not ranked yet
Scouting sheet
as of 24 Sep 2026Delivers guidance—no promises on the record yet
Answers the question—no call reviewed yet
Capital allocation—company not reviewed yet
Pay design67strategic, individual, time only, tsr · 98.5% for · company lost money
Skin in the game—no holding or price on file
- Age
- 42src
- In the role
- 5 yr
- Promises scored
- 0
- Hit rate
- —
- Dodges / 100 answers
- —
- Airtime on calls
- —
Every promise, oldest firstno scored promises yet
What to weigh
Watch 4
- The Q1-Q3 2023 10-Qs were restated in March 2024 after the royalty deal was booked as a gain on disposition and then reclassified as a royalty liability. It traced to a material weakness in accounting for non-routine transactions, which the FY2025 10-K reports as remediatedsrc
- A related-person payment to his household: his spouse's IR consulting fees more than doubled, from $93,940 in 2024 to $217,315 in 2025src
- 2025 total pay rose to $13.4m from $1.7m because of a September 2025 retention grant of 2m RSUs. They vest only if the 30-day average share price reaches $10 or $12.50 by 2029-04-16 and he stays to 2029-09-01src
- His salary is reviewed by the CEO under his employment agreement. Severance is richer if he leaves for good reason after the CEO leaves or is replacedsrc
In their favour 1
- Holds 1.84m shares beneficially including exercisable options. He exercised options in February 2026 and held the shares. His only sales in the last year were automatic sell-to-cover sales on vestingsrc
Career
- 2021 – nowTMC the metals companysrc
Chief Financial Officer
CFO since the 2021-09-09 closing. The employment agreement dates the CFO role at DeepGreen to May 2021 - 2021 – 2021
- 2008 – 2020King Street Capital Managementsrc
Analyst, finishing as senior analyst covering global metals and mining
August 2008 to July 2020. Nickel and copper, battery chemistries, and complex legal-driven credit including Lehman Brothers entities - 2006 – 2008
Not located: July 2020 to February 2021, between King Street and DeepGreen, not described in any source searched
Achievements
- Has been CFO through the SPAC listing, the Korea Zinc investment ($85.2m, June 2025) and the move to the US NOAA permit routesrc
- Twelve years at King Street Capital (2008-2020), ending as the senior analyst for global metals and miningsrc
- Signs TMC's 10-K as principal financial and accounting officer. ICFR was assessed effective at 2025 year-end after the 2023 material weakness was remediatedsrc
Education
- University of Notre Dame, BS Financesrc
Background
- Family His spouse is paid by TMC as an investor-relations consultant: $217,315 in 2025 and $93,940 in 2024, disclosed as a related-person transactionsrc
- Family The proxy states there are no Item 401(d) family relationships among directors or executive officerssrc
- Personal Says he grew up in an iron-mining family in Michigan's Upper Peninsula and spent college summers driving production trucks at Cleveland-Cliffs minessrc
- Legal Named with CEO Barron in the Lin v. TMC securities class action (filed 2024-11-08) over the 2023 royalty accounting and restatement; dismissed with prejudice 2026-01-20, no appealsrc
- Other Bought securities in TMC's August 2023 registered direct offering alongside the CEO and directorssrc
The promise ledger
No promise on the record yet: the research routine has not scored this company's guidance.
Sources
10- Filing TMC the metals company DEF 14A (accession 0001104659-26-044955) · 2026-04-17
- Filing TMC the metals company DEF 14A (accession 0001104659-25-036264) · 2025-04-18
- Filing TMC the metals company 8-K Item 5.07, 2026 annual meeting results (0001104659-26-068344) · 2026-05-29
- Filing TMC the metals company 10-K for FY2025 (0001104659-26-037863) · 2026-03-31
- Filing SEC XBRL companyconcept us-gaap/NetIncomeLoss, CIK 1798562 (FY2025 10-K, 0001104659-26-037863) · 2026-03-31
- Filing Form 4, Craig Shesky (reporting CIK 1874308), 2,000,000 retention RSUs granted 2025-09-23 (0001104659-25-093049) · 2025-09-24
- Filing Form 4, Craig Shesky, option exercise of 2026-02-10 (0001104659-26-012846) · 2026-02-10
- Filing Form 4, Craig Shesky, sell-to-cover sales of 2026-03-24 to 2026-03-26 (0001104659-26-035390) · 2026-03-26
- Filing Form 4, Craig Shesky, LTIP RSU grant of 2026-04-13 (0001104659-26-043877) · 2026-04-15
- Web search result WebSearch: PDAC 2025 presenter bio, Craig Shesky (raised in an iron-mining family in Michigan's Upper Peninsula; college summers driving haul trucks at Cleveland-Cliffs mines) · 2026-09-24