8-K ·Filed Feb 25, 2026

CHTR

CHARTER COMMUNICATIONS, INC. /MO/
NEUTRAL
Impact 4/10
Horizonmonths Processed7mo ago SEC0001140361-26-006730
8-K context-dependent: Items 5.02, 7.01
Actionable Insight • Neutral

Monitor for any insider buying by Jeffery once he joins, and watch for potential operational changes in Charter's customer service and growth strategy given Jeffery's background in turning around Frontier and Vodafone UK. The substantial severance package could become relevant if there are leadership changes.

DirectionNeutral
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d
CHTR ▼ -35.94% at T+60d
NEUTRAL call ✗ call lost -35.94% · α vs SPY -42.89% · entry $225.75 → $144.61
Entry anchored
Feb 24, 03:59 PM ET
via exchange tick
T+1d
+1.17%
call +1.17% · α +1.71%
$228.38
settled 8mo ago
T+5d
+2.77%
call +2.77% · α +3.87%
$232.00
settled 8mo ago
T+20d
-3.03%
call -3.03% · α +2.21%
$218.91
settled 7mo ago
T+60d
-35.94%
call -35.94% · α -42.89%
$144.61
settled 5mo ago

Price Chart

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Executive Summary

Charter Communications appointed Nick Jeffery as Chief Operating Officer, effective September 1, 2026. The appointment includes a comprehensive employment agreement with a base salary of $1.5 million, a target bonus of 225% of salary, and significant equity awards totaling $20.5 million in grant date fair value, including a $20 million stock option grant and a $500,000 RSU grant. The agreement also includes substantial severance terms, including 2x base salary and target bonus if terminated without cause or for good reason.

Key Facts

  • Nick Jeffery appointed as Chief Operating Officer effective September 1, 2026
  • Annual base salary of $1,500,000 with target bonus of 225% of salary
  • Equity awards: $20,000,000 in stock options (vesting 25%/50%/25% over years 2-4) and $500,000 in RSUs (vesting year 3)
  • Annual equity grant opportunity of at least $11,750,000
  • Severance package includes 2x base salary and target bonus if terminated without cause or for good reason
  • Two-year non-compete agreement with major telecom and tech companies listed as competitors

Financial Impact

Total initial equity package valued at $20.5 million with $11.75 million annual recurring equity grant commitment

equity compensationexecutive compensationshare dilution

Risk Factors

  • Integration risk as Jeffery transitions from Frontier (recently acquired by Verizon) to Charter
  • Potential cultural fit issues given Jeffery's international background with Vodafone
  • Share dilution from significant equity grants

Market Snapshot

Exchange
Nasdaq

Investment Themes

Media & Telecom

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001140361-26-006730
Document: ef20066502_8k.htm0001140361-26-006730
Document: ef20066502_ex99-1.htm0001140361-26-006730
Document: 0001140361-26-006730-index-headers.html0001140361-26-006730
Document: 0001140361-26-006730-index.html0001140361-26-006730
Document: 0001140361-26-006730.txt0001140361-26-006730
7 reports for CHTR
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for CHTR — sortable, filterable
TypeNow
Aug 28, 2026
7w ago
144
NEUTRAL ★ 2/10
$153.62 $111.40▼ −27.48%▼ −27.74%$110.11 (−28.32%)
Aug 20, 2026
8w ago
Press Release
MIXED ★ 7/10
$147.76 $128.17▼ −13.26%▼ −13.26%$110.11 (−25.48%)
Aug 8, 2026
10w ago
Institutional Cluster
MIXED ★ 4/10
$153.29 $145.74▼ −4.93%▼ −4.01%$110.11 (−28.17%)
May 29, 2026
20w ago
Court Ruling
BULLISH ★ 5/10
$144.05 $146.17▲ +1.47%▲ +3.52%$110.11 (−23.56%)
Apr 28, 2026
24w ago
Insider Cluster
NEUTRAL ★ 2/10
$173.11 $144.00▼ −16.82%▼ −22.28%$110.11 (−36.39%)
Feb 25, 2026
33w ago
8-K
NEUTRAL ★ 4/10
$225.75 $218.91▼ −3.03%▲ +2.21%$110.11 (−51.22%)
Feb 2, 2026
37w ago
Court Ruling
NEUTRAL ★ 2/10
$213.61 $229.41▲ +7.40%▲ +9.57%$110.11 (−48.45%)
Showing 7 of 7

US Market Status

Market Closed — Opens in 49m

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