Monitor for any strategic or financial guidance changes under the new CFO, particularly around capital allocation and advertising monetization strategy given Dibbo's Amazon Ads background. The orderly transition with outgoing CFO staying through month-end reduces execution risk.
Price Chart
Executive Summary
Pinterest appointed James Dibbo, former Amazon VP and CFO of Global Entertainment, Advertising and Corporate Development, as its new CFO effective October 26, 2026. Outgoing CFO Julia Brau Donnelly will depart on October 30, 2026, with an orderly transition. Dibbo receives a compensation package including a $650,000 base salary, $19.98M in RSUs, $3.2M in performance shares, and an anticipated $9M additional RSU grant in 2027.
Key Facts
- James Dibbo appointed CFO effective October 26, 2026; principal financial officer effective October 30, 2026
- Dibbo previously served as VP and CFO for Global Entertainment, Advertising and Corporate Development at Amazon from January 2021 through September 2026
- Annual base salary of $650,000 with target cash incentive bonus of 100% of base salary
- RSU awards with aggregate initial value of $19,980,000 ($1,980,000 stub grant vesting December 2026; $18,000,000 award vesting quarterly through December 2028)
- Performance share awards with aggregate target value of $3,200,000 based on relative TSR over 12-month and 24-month periods
- Anticipated additional RSU award of $9,000,000 in April 2027 vesting quarterly in 2029
- Julia Brau Donnelly ceases as CFO on October 26, 2026, remains as principal financial officer and advisor through October 30, 2026
- Vikram Naidu will not assume interim principal financial officer role as previously disclosed
Financial Impact
Total initial equity compensation package valued at approximately $23.18M in RSUs and PSUs, plus $9M anticipated 2027 RSU grant; base salary of $650,000
Risk Factors
- Integration risk as new CFO transitions from Amazon to a smaller, growth-stage company
- Potential strategic pivot in financial priorities given Dibbo's background in advertising and entertainment finance
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001506293-26-000139 |
| Document: pins-20261001.htm | 0001506293-26-000139 |
| Document: pinterestpressrelease202.htm | 0001506293-26-000139 |
| Document: 0001506293-26-000139-index-headers.html | 0001506293-26-000139 |
| Document: 0001506293-26-000139-index.html | 0001506293-26-000139 |
| Document: 0001506293-26-000139.txt | 0001506293-26-000139 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | Institutional Cluster | $22.32 | awaiting T+20 | — | $21.23 (−4.88%) |
Oct 21, 2026 5d ago | Insider Cluster | $22.93 | awaiting T+20 | — | $21.23 (−7.41%) |
Oct 21, 2026 5d ago | Insider Cluster | $22.93 | awaiting T+20 | — | $21.23 (+7.41%) |
Oct 20, 2026 6d ago | 144 | $22.95 | awaiting T+20 | — | $21.23 (−7.49%) |
Oct 15, 2026 11d ago | 8-K | $21.91 | awaiting T+20 | — | $21.23 (−3.10%) |
Oct 14, 2026 12d ago | 144 | $22.71 | awaiting T+20 | — | $21.23 (−6.52%) |
Oct 13, 2026 13d ago | 144 | $21.76 | awaiting T+20 | — | $21.23 (−2.44%) |
Oct 7, 2026 19d ago | 144 | $20.53 | awaiting T+20 | — | $21.23 (+3.41%) |
Oct 6, 2026 20d ago | 144 | $20.31 | awaiting T+20 | — | $21.23 (+4.53%) |
Oct 6, 2026 20d ago | 144 | $20.31 | awaiting T+20 | — | $21.23 (+4.53%) |
US Market Status
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