Scouting report · ALL
Thomas J. Wilson
Allstate CEO since January 2007, Chair since May 2008, President again since 2018
Not ranked yet
Scouting sheet
as of 24 Sep 2026- Age
- 68src
- In the role
- 20 yr
- Promises scored
- 2
- Hit rate
- 50%
- Dodges / 100 answers
- —
- Airtime on calls
- 53%
What to weigh
Watch 6
- Two analysts on the 2026-08-05 call asked where the auto combined ratio goes from a 12-point cushion. He redirected both times (dossier S8 dodge roll-up, turns 22 and 54)src
- The 30% Performance Net Income part of the bonus pool paid at the 200% cap in 2025 ($8,634m against a $6,140m maximum). The measure replaces catastrophes with plan but keeps reserve releasessrc
- Sold 201,684 shares for about $41.6m in the 12 months to 2026-09-24, all under a 10b5-1 plan adopted 2025-06-27, across 12 Form 4s from October 2025 to March 2026src
- The CFO seat has had three occupants since October 2025: Merten, then Dugenske as interim, then outsider Christian Lown from 2026-08-03src
- Say-on-pay support fell to 92.7% of votes cast at the May 2026 meeting, from over 95% in 2025; his own re-election drew 13.4m votes againstsrc
- Combined Chair and CEO for 18 years, age 68 and retirement-eligible under the plans. Rizzo became COO in October 2025, but no successor has been namedsrc
In their favour 2
- About 93% of 2025 CEO pay was at-risk; his equity is 70% PSAs on ROE and relative TSR and 30% options, with no time-vested RSUssrc
- Owns 1.07% of the company counting exercisable options, the only insider above 1%. Company policy bans hedging and restricts pledging, and no shares were pledged at 2026-03-01src
Career
- 2018 – now
- 2015 – 2018The Allstate Corporationsrc
Chair & CEO
Did not hold the President title from January 2015 to February 2018 - 2008 – 2015
- 2007 – 2008The Allstate Corporationsrc
President & CEO
CEO since January 2007; President since June 2005; director since 2006 - 1995 – 2007The Allstate Corporationsrc
Senior roles across the operating units, including CFO and Chairman & President of Allstate Financial
The proxy says only that he 'held other senior executive roles and led all major operating units' and previously served as CFO; the years and titles come from the search result - 1986 – 1993
- 1980 – 1986
Not located: 1993-1995 (Sears, Roebuck, which the 2012 State Street announcement names as a prior employer, and the move to Allstate) not dated in any source searched; the proxy's 32.8 years of combined Sears-Allstate service is the only primary figure for that period
Achievements
- CEO of Allstate since January 2007 and Chair since May 2008; the proxy credits him with creating the Transformative Growth strategy and the risk-and-return programmesrc
- Allstate's GAAP net income went from a $188m loss in FY2023 to $4.67bn in FY2024 and $10.28bn in FY2025src
- The 2023-2025 PSA cycle paid on Performance Net Income ROE of 26.0% against an 18.0% maximum, and relative TSR at the 64th percentile of peerssrc
- Per the proxy, 2025 total shareholder return was 10.1% against 7.2% for proxy peers, with 2.3% of shares repurchasedsrc
- Chaired the U.S. Chamber of Commerce board 2017-19 and later chaired the U.S. Chamber of Commerce Foundationsrc
Education
Background
- Family The 2026 proxy reports no related-person transactions since the start of 2025; no Item 401(d) family-relationship statement was found in the proxy text searchedsrc
- Boards Former director of State Street Corporation (elected October 2012); no other public-company board todaysrc
- Boards Chairs the board's Executive Committee; an independent Lead Director (Richard T. Hume) sits alongside the combined Chair-CEOsrc
- Service Chair of the U.S. Chamber of Commerce board of directors 2017-19; chair of the U.S. Chamber of Commerce Foundationsrc
- Giving 133,047 of his reported shares are owned by a private charitable foundation in which he shares voting and investment powersrc
- Other Holds part of his stake through GRAT trusts and TJW Options LLC vehicles; in December 2025 he moved vested employee options into those LLCs (Form 4)src
The promise ledger
2 scored · 0 openQuestions dodged
no call reviewedWhere the auto combined ratio goes from here — asked twice in one call, by two analysts, and redirected both times. Call 2026-08-05 [20] · Charles (Greg) Peters: "you're running substantially below your 10-year average combined ratio. And I'm reconciling Slide 9 where your flat rate change -- just curious about the competitive environment and when you might start to see that combined ratio drift up more toward…
from ALL · dossier-2026-09-24.md
Where the auto combined ratio goes from here — asked twice in one call, by two analysts, and redirected both times. Call 2026-08-05 [20] · Charles (Greg) Peters: "you're running substantially below your 10-year average combined ratio. And I'm reconciling Slide 9 where your flat rate change -- just curious about the competitive environment and when you might start to see that combined ratio drift up more toward…
from ALL · dossier-2026-09-24.md
Calls reviewed
FY2026-Q2.roic.json— 0 answers, 53% of the words
Sources
11- Filing The Allstate Corporation DEF 14A (accession 0000899051-26-000063) · 2026-04-10
- Filing The Allstate Corporation 8-K Item 5.07, 2026 annual meeting results (0000899051-26-000081) · 2026-05-27
- Filing The Allstate Corporation 8-K Item 5.02, senior leadership changes (0000899051-25-000083) · 2025-10-01
- Filing The Allstate Corporation 8-K Item 5.02, CFO appointment of Christian M. Lown (0000899051-26-000109) · 2026-07-14
- Filing SEC XBRL companyconcept us-gaap/NetIncomeLoss, CIK 899051 (FY2025 10-K, 0000899051-26-000031) · 2026-02-20
- Filing Form 4, Thomas J. Wilson (reporting CIK 1190466), 10b5-1 sales of 2025-10-06 (0000899051-25-000090) · 2025-10-08
- Filing Form 4, Thomas J. Wilson, 10b5-1 sales of 2025-12-15 and option transfers to TJW Options LLCs (0000899051-25-000124) · 2025-12-17
- Filing Form 4, Thomas J. Wilson, 10b5-1 sales of 2026-03-16, the last sale in the window (0000899051-26-000053) · 2026-03-17
- Call transcript ALL Q2 2026 earnings call (2026-08-05), ROIC.ai
- Web search result WebSearch: Conference Board bio, Tom Wilson (education; Amoco, Dean Witter, Allstate Financial and CFO roles; U.S. Chamber chair 2017-19) · 2026-09-24
- Web search result WebSearch: Business Wire, 'State Street Elects Thomas J. Wilson, II to its Board of Directors' (2012-10-18) · 2026-09-24