The Front Office

Scouting report · SNDK

David V. Goeckeler

  • Chairman & CEO, SNDK since 2025-02src

Ran Western Digital 2020-25 and spun off Sandisk, which he now chairs and runs

—thin record

Not ranked yet

Scouting sheet

as of 24 Sep 2026
Delivers guidance—no promises on the record yet
Answers the question—no call reviewed yet
Capital allocation—company not reviewed yet
Pay design67operating income, revenue, individual, tsr · 98.4% for · company lost money
Skin in the game—no holding or price on file
Age
63src
In the role
2 yr
Promises scored
0
Hit rate
—
Dodges / 100 answers
—
Airtime on calls
—
Every promise, oldest firstno scored promises yet

What to weigh

Watch 5

  • Launch PSUs (target $12m, $56.5m grant value at maximum) pay 300% once the 90-trading-day average reaches $105.91; his September 2026 Form 4 sales were at about $1,520-1,590 a sharesrc
  • Sold 67,679 shares for about $105.0m under a 10b5-1 plan in September 2026; the plan, adopted 2026-05-29, allows up to 124,192 shares to 2027-09-30src
  • At Western Digital in June 2022 the board removed the performance conditions from his 432,489-unit sign-on PSU, fixing it at target, and added a $5m retention RSU grantsrc
  • Holds both Chair and CEO roles. The proxy's Lead Independent Director left the board at the November 2025 meeting; no successor named in the documents readsrc
  • Got 94.4% of for and against votes as a director at the 2025-11-18 meeting, the lowest of the seven nominees (the others were above 99%)src

In their favour 1

  • At management's recommendation, 2H FY2025 bonus funding was cut from 139.9% to 90% of target because the company had no profit that half; no individual uplift for himsrc

Career

  1. 2025 – now
    Sandisk Corporationsrc
    Chairman & CEO
    From the separation from Western Digital in February 2025
  2. 2020 – 2025
    Western Digital Corporationsrc
    CEO and director (March 2020 to February 2025)
    Appointed 2020-03-04, effective 2020-03-09, succeeding Stephen Milligan; also chair of the board's Executive Committee (WDC-8K-2020)
  3. 2017 – 2020
    Cisco Systems, Inc.src
    EVP & General Manager, Networking and Security Business
  4. 2016 – 2017
    Cisco Systems, Inc.src
    SVP & General Manager, Networking and Security Business (May 2016 to July 2017)
  5. 2014 – 2016
    Cisco Systems, Inc.src
    SVP & General Manager, Security Business (November 2014 to May 2016)
  6. 2000 – 2014
    Cisco Systems, Inc.src
    VP, Engineering and Security Business, and other engineering leadership roles from May 2000
  7. 1991 – 2000
    BellSouthsrc
    VP, Product Software; earlier senior member of the technical staff
    Joined 1991; the 8-K does not date his exit, taken here as his May 2000 move to Cisco
  8. 1986 – 1991
    Bell Laboratoriessrc
    Software engineer

Achievements

  • Ran Western Digital for five years and led the separation of its flash business into Sandisk, completed February 2025src
  • Sandisk GAAP net income went from a $1.641bn loss in FY2025 to $11.433bn in FY2026, his first full year as a standalone companysrc
  • Ran Cisco's networking and security business as EVP & GM from 2017 to 2020 after building its security businesssrc
  • Chairs the Semiconductor Industry Association board and the U.S.-Japan Business Councilsrc
  • Say-on-pay passed with 98.4% of for and against votes at Sandisk's first annual meeting, 2025-11-18src

Education

  • Columbia University and University of California, Berkeley, MBA Business Administration (joint program; one MBA from each)src
  • University of Illinois at Urbana-Champaign, MS Computer Sciencesrc
  • University of Missouri-Columbia, BS Computer Sciencesrc
  • University of Missouri-Columbia, BA Mathematicssrc

Background

  • Family The proxy states there are no family relationships among the executive officers; the 2020 WDC appointment 8-K said the same for WDCsrc
  • Boards Director of Automatic Data Processing since February 2022; director of Western Digital 2020 to 2025src
  • Boards Chairman of the Semiconductor Industry Association board and of the U.S.-Japan Business Councilsrc
  • Other Engineer by training: began as a software engineer at Bell Labs and spent most of his Cisco years in engineering leadership before general managementsrc
  • Other No employment agreement with Sandisk; covered by the Executive Severance Plan and a double-trigger change-in-control plan with no tax gross-upssrc

The promise ledger

No promise on the record yet: the research routine has not scored this company's guidance.

Sources

13
  1. Filing Sandisk Corporation DEF 14A for the 2025 annual meeting, its first as a public company (accession 0001628280-25-044481) · 2025-10-07
  2. Filing Sandisk Corporation 10-K for fiscal 2026 (year ended 2026-07-03), Item 9B and signatures (0001628280-26-057406) · 2026-08-17
  3. Filing Sandisk Corporation 8-K Item 5.02, executive pay levels after the annual review of 2026-09-10 (0001628280-26-062267) · 2026-09-16
  4. Filing Sandisk Corporation 8-K Item 5.07, results of the 2025-11-18 annual meeting (0001193125-25-289885) · 2025-11-20
  5. Filing SEC XBRL companyconcept us-gaap/NetIncomeLoss, CIK 2023554 (FY2025 and FY2026 10-Ks) · 2026-08-17
  6. Filing Western Digital 8-K Item 5.02, Goeckeler appointed CEO effective 2020-03-09, with full prior career and education (0001193125-20-065100) · 2020-03-06
  7. Filing Western Digital 8-K Item 5.02, amendment of the CEO sign-on PSU award and retention awards of 2022-06-15 (0001193125-22-176478) · 2022-06-17
  8. Filing Western Digital DEF 14A 2025, Fiscal 2023-2025 Summary Compensation Table (Goeckeler as former CEO) (0001628280-25-044298) · 2025-10-06
  9. Filing Automatic Data Processing 8-K Item 5.02, Goeckeler appointed a director effective 2022-02-14 (0000950142-22-000693) · 2022-02-14
  10. Filing Form 4, David Goeckeler (reporting CIK 1713941), 49,782 shares withheld for tax on 2026-08-25 (0001363249-26-000071) · 2026-08-27
  11. Filing Form 4, David Goeckeler, 10b5-1 sales of 2026-09-14 under the plan adopted 2026-05-29 (0001242648-26-000032) · 2026-09-16
  12. Filing Form 4, David Goeckeler, 10b5-1 sales of 2026-09-17, latest in the window (0001242648-26-000041) · 2026-09-21
  13. Web search result WebSearch: Sandisk investor-relations management page for David Goeckeler (chairman of the Semiconductor Industry Association board and of the U.S.-Japan Business Council) · 2026-09-24