Scouting report · TNDM
John F. Sheridan
Tandem's President & CEO since March 2019, after six years as its COO
—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 design67revenue, strategic, ebitda, relative tsr, time only · 97.3% for · company lost money
Skin in the game—no holding or price on file
- Age
- 70src
- In the role
- 8 yr
- Promises scored
- 0
- Hit rate
- —
- Dodges / 100 answers
- —
- Airtime on calls
- —
Every promise, oldest firstno scored promises yet
What to weigh
Red flag 1
- The CEO and CFO are domestic partners and the CFO reports to him. The board discloses this and has controls around it, but it concentrates the two key financial-reporting signatures in one householdsrc
Watch 5
- Age 70, and the 2026 proxy does not mention CEO succession planning at all. He holds both the President and CEO titles; the COO (Kyrillos) joined in June 2024src
- The Chief Commercial Officer, hired November 2023, was terminated without cause on 2026-05-11; the company said strategy and 2026 goals were unchangedsrc
- The May 2026 equity grant reported on Form 4 was 191,103 time-vesting RSUs, with no PSU reported. In 2025 half the LTI was PSUs on EBITDA margin and relative TSRsrc
- The 2025 bonus paid 87% of target although worldwide revenue ($1.015bn) missed the $1.054bn target and the revenue component earned 81%src
- PSUs granted in 2023 on revenue CAGR and TSR vs the Russell 3000 were forfeited when neither target was metsrc
In their favour 1
- Pay ratio 73:1 on $6.86m total 2025 pay, and base salary was held flat in 2023src
Career
- 2019 – nowTandem Diabetes Caresrc
President & CEO; director since June 2019
Succeeded Kim Blickenstaff, who became Executive Chairman, effective 2019-03-01 - 2013 – 2019
- 2012 – 2013
- 2004 – 2010
- 2002 – 2004
- 1998 – 2002
Not located: 2010-03 to 2012-03 (between Volcano and Rapiscan) and 2004-05 to 2004-11 are not described in any filing searched; everything before 1998 not located
Achievements
- Ran operations at Tandem from April 2013, through the IPO, and has been CEO since March 2019src
- Tandem passed $1bn of annual sales in 2025 ($1.015bn), with a record 58% gross margin in Q4 2025 and a first positive quarterly operating margin since 2021src
- Asked the compensation committee to move about $300k of his $3m 2025 LTI target to other executives to cut stock-based pay and burn ratesrc
- Bought 10,000 shares in the open market at about $10.23 on 2025-08-11, four days after the stock fell on the t:slim X2 speaker correctionsrc
- Say-on-pay passed with 97.3% of votes cast for and against at the May 2026 meetingsrc
Education
Background
- Family He and the CFO, Leigh Vosseller, are in a personal relationship and share a primary residence. She reports directly to him; the board knew before he became CEO in 2019, neither sets the other's pay, and the audit committee added internal controls. The proxy lists no other family relationshipssrc
- Boards Director of Acutus Medical, Inc. from March 2021 to April 2025src
- Legal Named defendant with the CFO in Lowe v. Tandem Diabetes Care (S.D. Cal., filed 2023-09-08) over 2022 sales trends and forecasts. Dismissed with leave to amend on 2024-04-29, then with prejudice on 2024-06-04; two derivative suits naming him were voluntarily dismissed in July 2024src
- Legal A law firm posted a 2025 securities class action complaint over the t:slim X2 speaker correction (class period 2024-08-01 to 2025-08-07). This pass did not confirm the defendants or the status in a primary document; the Q2 2026 10-Q reports no proceeding with a probable or estimable material losssrc
- Other The proxy reports no Item 401(f) legal proceedings for any director or executive officersrc
The promise ledger
No promise on the record yet: the research routine has not scored this company's guidance.
Sources
13- Filing Tandem Diabetes Care DEF 14A (accession 0001438133-26-000034) · 2026-04-07
- Filing Tandem Diabetes Care 8-K Items 3.03/5.02/5.07, 2026 annual meeting results (0001438133-26-000070) · 2026-05-21
- Filing Tandem Diabetes Care 8-K Item 5.02, termination of the Chief Commercial Officer (0001438133-26-000052) · 2026-05-15
- Filing Tandem Diabetes Care 8-K Items 2.02/5.02, CEO succession plan (0001564590-19-004461) · 2019-02-26
- Filing Tandem Diabetes Care IPO prospectus, 424B4 (0001193125-13-442341) · 2013-11-14
- Filing Tandem Diabetes Care 10-Q for Q3 2024, Note on legal matters (0001438133-24-000201) · 2024-11-06
- Filing Tandem Diabetes Care 10-Q for Q2 2026, Note 14 legal and regulatory matters (0001438133-26-000125) · 2026-08-06
- Filing SEC XBRL companyconcept us-gaap/NetIncomeLoss, CIK 1438133 (FY2025 10-K, 0001438133-26-000010) · 2026-02-19
- Filing Form 4, John F. Sheridan (reporting CIK 1365369), open-market purchase of 2025-08-11 (0001438133-25-000165) · 2025-08-11
- Filing Form 4, John F. Sheridan, RSU grant of 2026-05-29 (0001438133-26-000113) · 2026-06-02
- Filing Form 4, John F. Sheridan, RSU vesting and tax withholding of 2026-08-15 (0001438133-26-000131) · 2026-08-18
- Call transcript TNDM Q2 2026 earnings call (2026-08-06), ROIC.ai
- Web search result WebSearch: Rosen Law Firm, Tandem Diabetes Care class action page (class period 2024-08-01 to 2025-08-07, after the t:slim X2 speaker correction) · 2026-09-24