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PolyOne Corporation Page 4 PolyOne Commodity to Specialty Transformation • Volume driven, commodity producer • Heavily tied to cyclical end markets • Performance largely dependent on non- controlling joint ventures 2000-2005 2006 - 2009 2010 – 2015 2016 and beyond • Steve Newlin appointed, Chairman, President and CEO • New leadership team appointed • Implementation of four pillar strategy • Focus on value based selling, investment in commercial resources and innovation to drive transformation • Substantial EPS growth from $0.13 to all-time high of $1.96 • Shift to faster growing, high margin, less cyclical end markets • Key acquisitions propel current and future growth, as well as margin expansion • Specialty mix expands to 65% of Operating Income – strongest mix of earnings in history • Deliver consistent double digit annual EPS growth • Maintain >35% vitality index • Pursue strategic acquisitions that expand specialty offerings and geographic breadth • Invest and grow current and next generation talent PolyOne Corporation Page 5 Confirmation of Our Strategy The World’s Premier Provider of Specialized Polymer Materials, Services and Solutions Specialization Globalization Operational Excellence Commercial Excellence Associates PolyOne Corporation Page 6 26 Consecutive Quarters of EPS Growth PolyOne Corporation Page 7 2015 Revenues: $3.4 Billion End Markets 2015 Revenues: $3.4 Billion PolyOne At A Glance $0.12 $0.27 $0.21 $0.13 $0.68 $0.82 $1.00 $1.31 $1.80 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 Adjusted EPS United States 66% Europe 13% Canada 7% Asia 7% Latin America 7% Appliances 4% Building & Construction 12% Consumer 10%Electrical & Electronics 5% Healthcare 11% Industrial 14% Packaging 13% Textiles 2% Transportation 20% Wire & Cable 9% $1.96 Distribution 29% PP&S 20% CAI 23% SEM 15%DSS 13% PolyOne Corporation Page 8 Old PolyOne *Operating Income excludes corporate charges and special items 2% 43% 65% 0% 20% 40% 60% 80% 100% 2005 2010 2015 2020 % o f O pe ra tin g In co m e* JV's Performance Products & Solutions Distribution Specialty 80%+ Specialty OI $5M $87M $229M Mix Shift Highlights Specialty Transformation Transformation 2020 Platinum Vision Platinum Vision PolyOne Corporation Page 9 Color and Engineered Materials at the Heart of Specialty Transformation OPERATING MARGIN 1.7% 4.6% 5.1% 5.5% 7.2% 8.1% 9.7% 12.2% 14.7% 16.7% 17.0% 20%+ 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 1Q'16 2020 Platinum Vision COLOR, ADDITIVES AND INKS 1.1% 1.3% 3.4% 5.1% 9.6% 8.0% 8.6% 9.3% 12.1% 14.7% 16.6% 20%+ 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 1Q'16 2020 Platinum Vision SPECIALTY ENGINEERED MATERIALS PolyOne Corporation Page 10 2006 1Q 2016 2020 “Where we were” “Where we are” Platinum Vision 1) Operating Income % Specialty: Color, Additives & Inks 1.7% 17.0% 20%+ Specialty Engineered Materials 1.1% 16.6% 20%+ Designed Structures & Solutions N/A 2.5% (TTM) 8 – 10% Performance Products & Solutions 5.5% 11.9% 12 – 14% Distribution 2.6% 6.5% 6.5 – 7.5% 2) Specialty Platform % of Operating Income 6.0% 61% 80%+ 3) ROIC* 5.0% 12.0% 15% 4) Adjusted EPS Growth N/A 22% Double Digit Expansion Proof of Performance & 2020 Goals *ROIC is defined as TTM adjusted OI divided by the sum of average debt and equity over a 5 quarter period PolyOne Corporation Page 11 Therma-Tech™ & Sheet GEON™ Vinyl Polymer ColorantsTherma-Tech™ TPE’s & Film TPE + OnForce™ Gravi-Tech™ Page 11 Film Target End Markets… Healthcare PolyOne Corporation Page 12 TPE + OnForce (SEM) OnForce (SEM) Glasforms (SEM) TPE Vibration Dampening (SEM/GLS) TPE & Film (SEM + DSS) Glasforms (SEM) Polymer Colorants (CAI) Thermatech (SEM) Thermoplastic Elastomers (SEM) TPE + OnForce (SEM) OnForce (SEM) Thermoplastic Elastomers (SEM) Glasforms (SEM) Polymer Colorants (CAI) Sheet (DSS) Source: Outdoor Industry Association Target End Markets… Outdoor High Performance PolyOne Corporation Page 13 Sound & Vibration Management Fuel Handling Systems Interior & Exterior Trim Structural Braces & Brackets Interior Structural Components Lighting Air management Electronics & Cameras Fluid Handling Target End Markets… Automotive Underhood Components Roof Systems PolyOne Corporation Page 14 Target End Markets… Packaging PreservaPak™ OnColor™ Smart Batch™ VersaFlex™ TPE Cap Liner ColorMatrix™ Amosorb™ Oxygen Scavenger ColorMatrix™ Ultimate™ UV Light Barrier OnCap™ Laser Marking Additives PolyOne Corporation Page 15 Innovation Drives Earnings Growth *Specialty Platform revenue from products introduced in last five years $20 $53 2006 2015 Research & Development Spending ($ millions) Specialty Platform Vitality Index Progression* 14% 34% 2006 2015 CAI & SEM Gross Margin 12% 43% 2006 2015 Target ≥ 35% Innovation Pipeline Potential PolyOne Corporation Page 16 2,883 2,414 2006 2015 Volume (lbs in millions) -16% $103 $192 2006 2015 Commercial, R&D and Marketing Spending ($M) +86% $303 $721 2006 2015 Adjusted Gross Profit ($M) +138% Ours is Not a Cost Cutting Story PolyOne Corporation Page 17 Design and Service as a Differentiator Right Material & Color Desired Product Design Appropriate Manufacturing Process Delivering Concept to Commercialization Connecting the Dots with iQ Design Labs and InVisiO Color Design PolyOne Corporation Page 18 Customer First Through World-Class Service Strengthening relationships through: Providing LSS services to small/medium sized customers Providing training in Customer Centric Selling Skills with customers World’s Best Business Process Excellence Program in 2012* World’s Best Start-up program for Lean Six Sigma Deployment in 2009* 81% 93% 2006 2015 16.2% 9.7% 2006 2015 On-Time Delivery Working Capital % of Sales 52% of associates trained in LSS Five consecutive years – CFO Magazine Best Working Capital Management in the chemical industry Commitment to Operational Excellence PolyOne Corporation Page 19 60% 100% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2008 1Q 2016 Pension Funding** As of March 31, 2016 Debt Maturities & Pension Funding Net Debt / Adjusted EBITDA*= 2.5x ** includes US-qualified pension plans only*TTM 3/31/2016 $550 $600 $200 $300 $400 $500 $600 $700 $800 2022 2023 Debt Maturities As of March 31, 2016 ($ millions) Coupon Rate: 3.750% 5.250% PolyOne Corporation Page 20 Free Cash Flow and Strong Balance Sheet Fund Investment / Shareholder Return Expanding our sales, marketing, and technical capabilities Investing in operational and LSS initiatives ~75% of capital expenditures fund growth initiatives Organic Growth Acquisitions Share Repurchases Dividends $0.16 $0.20 $0.32 $0.40 $0.48 $0.10 $0.20 $0.30 $0.40 $0.50 2011 2012 2013 2014 2015 2016 Annual Dividend Targets that expand our: • Specialty offerings • End market presence • Geographic breadth Synergy opportunities Adjacent material solutions Repurchased 1.5 million shares in Q1 2016 Repurchased 17.3 million shares since early 2013 10.0 million shares are available for repurchase under the current authorization $0.24 PolyOne Corporation Page 21 The New PolyOne: A Specialty Growth Company Why Invest In PolyOne?
Addressable market exceeds $40 billion Strong performance demonstrates that our strategy and execution are working Megatrends and emerging opportunities align with our strengths Innovation and services provide differentiation, incremental pricing power, and competitive advantage Strong and proven management team driving growth and performance PolyOne Corporation Page 22 Appendix PolyOne Corporation Page 23 $0.24 $0.31 $0.44 $0.46 $0.56 $0.00 $0.25 $0.50 $0.75 1Q'12 1Q'13 1Q'14 1Q'15 1Q'16 Adjusted EPS 1Q 2016 Financial Highlights Performance Products & Solutions operating margin grew 540 basis points year-over-year to 11.9% Distribution operating margin expanded 60 basis points to a record first quarter level of 6.5% First quarter adjusted EPS has grown on average 24% per year since 2012 $11 $20 $0 $5 $10 $15 $20 $25 1Q'15 1Q'16 PP&S Operating Profit $16 $18 $10 $12 $14 $16 $18 $20 1Q'15 1Q'16 POD Operating Profit Note: $ in millions, except per share data PolyOne Corporation Page 24 1.7% 4.6% 5.1% 5.5% 7.2% 8.1% 9.7% 12.2% 16.7% 17.0% 20%+ 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 1Q'16 2020 Operating Income % of Sales At a Glance Color, Additives and Inks 2015 Revenues: $0.8 Billion Solutions Expanding Profits2015 Revenue by Industry Segment 14.7% Platinum Vision United States 48% Europe 33% Canada 2% Asia 12% Latin America 5% Appliances 2% Building & Construction 11% Consumer 8% Electrical & Electronics 1% Healthcare 6% Industrial 13% Packaging 31% Textiles 8% Transportation 9% Wire & Cable 11% PolyOne Corporation Page 25 1.1% 1.3% 3.4% 5.1% 9.6% 8.0% 8.6% 9.3% 14.7% 16.6% 20%+ 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 1Q'16 2020 Operating Income % of Sales At a Glance Specialty Engineered Materials 2015 Revenues: $0.5 Billion Solutions 2015 Revenue by Industry Segment Expanding Profits Platinum Vision 12.1% United States 49% Europe 29% Canada 2% Asia 20% Appliances 3% Building & Construction 3% Consumer 20% Electrical & Electronics 16% Healthcare 11% Industrial 8% Packaging 5% Transportation 19% Wire & Cable 15% PolyOne Corporation Page 26 1.4% 5.6% 7.3% 3.0% 8-10% 0.4% 2012 2013 2014 2015 1Q'16 2020 Operating Income % of Sales At a Glance Designed Structures and Solutions Solutions2015 Revenues: $0.5 Billion Expanding Profits2015 Revenue by Industry Segment Platinum Vision Appliances, 3% Building & Construction 9% Consumer 5% Healthcare 7% Industrial 24% Packaging 19% Transportation 33% United States 97% Canada 3% PolyOne Corporation Page 27 Appliances 7% Building & Construction 31% Consumer 5% Electrical & Electronics 3% Healthcare 1% Industrial 13% Packaging 5% Transportation 19% Wire & Cable 16% 5.5% 6.9% 3.8% 3.6% 5.5% 4.3% 6.3% 7.2% 8.3% 12-14% 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 1Q'16 2020 Operating Income % of Sales At a Glance Performance Products and Solutions Solutions Expanding Profits 2015 Revenues: $0.7 Billion 11.9% Platinum Vision 2015 Revenue by Industry Segment 7.7% United States 79% Canada 14% Asia 2% Latin America 5% PolyOne Corporation Page 28 2.6% 3.0% 3.5% 4.0% 4.6% 5.6% 6.4% 5.9% 6.6% 6.5-7.5% 6.5% 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 1Q'16 2020 Operating Income % of Sales 15% 54% 2006 1Q 2016 At a Glance Distribution Key Suppliers2015 Revenues: $1.0 Billion ROIC Expanding Profits 6.1% Platinum Vision Appliances 6% Building & Construction 4%Consumer 13% Electrical & Electronics 6% Healthcare 23% Industrial 16% Packaging 4% Transportation 24% Wire & Cable 4% http://www.polyone.com/Pages/VariationRoot.aspx http://www.polyone.com/Pages/VariationRoot.aspx PolyOne Corporation Page 29 2 lbs Plastic = 3 lbs aluminum or 8 lbs steel or 27 lbs glass 33% less material by weight than aluminum 75% less material by weight than steel 93% less material by weight than glass Requires 91% less energy to recycle a pound of plastic versus a pound of paper Source: SPI: Sustainability and the Plastics Industry Plastics: Key to Future Sustainable Development PolyOne Corporation Page 30 Application Examples PolyOne Corporation Page 31 Outdoor Applications • Leading provider of high performance specialty materials for the recreational and sports & leisure industry • Well positioned across all segments to address market needs Metal to Polymer Conversion Lightweighting Thermal Management Impact Performance Source: Outdoor Industry Association PolyOne Corporation Page 32 $1.5 billion attractive, growing market Additives improve performance and reduce cost through light-weighting, reduced waste, faster cycle times, and extended shelf life of finished product Aligned with megatrend of protecting the environment: Sustainability benefits include lower package weight and improved recyclability of package at end of use Market Opportunity Leading Global Supplier of Additives In Growing PET Market Shelf-life extension Greater product consistency Recyclability and reduced carbon footprint Color and Special Effects Weight reduction Enhanced product aesthetics High heat resistance PET Bottling Technology 0.0 10.0 20.0 30.0 40.0 50.0 60.0 70.0 2009 2014 2019 Asia Pacific North America Latin America Western Europe Eastern Europe Middle East and Africa Global PET Packaging Growth 2009-2019 Source: Euromonitor retail off-trade consumption (PET bottles & jars, home care, personal care, food & non-alcoholic beverages) B ill io n un its 5% CAGR PolyOne Corporation Page 33 • Includes formulation and consultative services to assist manufacturers and brand owners in positively identifying their finished goods • Protects brand equity & consumer welfare • Reduces exposure to unwarranted recall expenses • Secures supply chain integrity – support for safe expansion into new geographies Authentication Technology PolyOne Corporation Page 34 Metal Replacement Solutions • Replaces metal in LED lighting • Extends LED durability and life span eliminating hot spots • Greater design flexibility with fewer parts • Weight reduction • Simplifies manufacturing and lowers total production cost PolyOne Corporation Page 35 • Color harmonization across 15 unique color-and-polymer combinations • Eliminated need for multiple pre- colored materials • Reduced Land Rover’s working capital Range Rover Evoque Interior PolyOne Corporation Page 36 • Reduced health and environmental impact • System cost reduction • Radiation-shielding performance • Parts consolidation • Design freedom CT Scanner PolyOne Corporation Page 37 High-Barrier Packaging Containers • Capability to extrude up to 13 layers • Strong oxygen and moisture vapor transmission protection • Can be made symmetrical or asymmetrical to meet customized needs of broad variety of applications • Barrier protection and superior sensory properties PolyOne Corporation Page 38 Aerospace Applications • Leading provider of specialty materials for the aerospace industry • Typical applications Mil-spec aircraft windows, canopies, windscreens, instrument panels, wingtip lenses Interior – gallery furnishings, tray tables, arm rests, trim strips, joint/edge coverings • Benefits: High impact strength Resistant to UV rays Flame and smoke compliance Easy to clean with aggressive cleaners; anti-microbial grades available Range of sizes, thicknesses, colors, etc. 1 Reconciliation of Non-GAAP Financial Measures (Unaudited) (Dollars in millions, except per share data) Below is a reconciliation of non-GAAP financial measures to the most directly comparable measures calculated and presented in accordance with U.S.
Appendix 1Q 2016 Financial Highlights At a Glance�Color, Additives and Inks At a Glance�Specialty Engineered Materials At a Glance�Designed Structures and Solutions At a Glance�Performance Products and Solutions At a Glance�Distribution Plastics: Key to Future Sustainable Development Application Examples Outdoor Applications Slide Number 32 Authentication Technology Metal Replacement Solutions Range Rover Evoque Interior Slide Number 36 High-Barrier Packaging Containers Aerospace Applications Investor Presentation - May 17, 2016 r7 Investor Presentation - May 17, 2016
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© 2020, All Right Reserved Avient Corporation, 33587 Walker Road, Avon Lake, Ohio USA 44012 LIGHTING MANUFACTURER H E A T S I N K F O R H I G H P O W E R L E D • PA based grade to replace aluminum • High thermal conductivity ̴ 15 W/mK • Electrically conductive • Easy moulding • Improved light output compared to alternative materials • Improved corrosion resistance and weight reduction • It gave the customer more design possibilities and a more cost effective solution Customized PA based grade KEY REQUIREMENTS WHY AVIENT?
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V I S I O N PolyOne Corporation 4 To be the world’s premier provider of specialized polymer materials, services and solutions C O R E V A L U E S P E R S O N A L V A L U E S Honesty IntegrityRespect Operational Excellence Commercial Excellence Specialization Globalization Collaboration ExcellenceInnovation To be the world’s premier provider of specialized polymer materials, services and solutions S A F E T Y F I R S T PolyOne Corporation 5 Injuries per 100 Workers Spartech Acquisition 1.3 1.1 1.1 0.85 0.65 0.57 0.54 0.97 0.84 0.74 0.74 0.69 0.51 0.56 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 C O M M O D I T Y T O S P E C I A L T Y T R A N S F O R M A T I O N PolyOne Corporation 6 • Volume driven, commodity production • Heavily tied to cyclical end markets • Performance largely dependent on non- controlling joint ventures • Shift to value-based selling & an innovative culture • New leadership team appointed • Implementation of four pillar strategy • Investment in commercial training and innovation • Faster growing, high margin focus • Accelerated growth with world class vitality index • Significant commercial resource additions • Expanded margins with specialty focus • Acquired strategic, bolt-on companies to expand technology offerings and improve geographic breadth Volume Value Transformation The Future 2006 - 2013 2013 – 20192000-2005 2006 - 2013 • Landmark portfolio transformation creates specialty growth company • Sustainability / mega- trends drive above market growth 2020 and Beyond PolyOne Corporation 7 P O L Y O N E 2 0 1 9 R E V E N U E | $ 2 . 9 B I L L I O N Segment End Market Geography Transportation 15% Healthcare 15% Industrial 14% Packaging 13% Consumer 12% Wire & Cable 11% Building & Construction 6% Electrical & Electronics 6% Textiles 5% Appliance 3% Color Additives & Inks 34% Distribution 41% Specialty Engineered Materials 25% United States 54% Europe 19% Asia 11% Latin America 11% Canada 5% P R O O F O F P E RFO RMAN CE C O N S E C U T I V E Y E A R S 10 A D J U S T E D E P S E X P A N S I O N PolyOne Corporation 8 $1.69 $1.51 S U S T A I N A B L E P A T H T O D O U B L E - D I G I T E P S G R O W T H PolyOne Corporation 9 P E O P L E P R O D U C T S P L A N E T P E R F O R M A N C E Double digit annual EPS growth Expand specialty portfolio with strategic acquisitions Innovate and develop new technologies and services Repurchase 600K-1M shares annually Increase commercial resources 5-7% annually Double acquired company margins Enhance efficiencies through Lean Six Sigma and commercial excellence 531 710 1,042 130 164 208 504 663 880 2014 2018 2019E PF* R&D / Technical Marketing Sales PolyOne Corporation 10 + 34% + 26% + 32% E X P A N S I O N O F COMMERCIAL RESOURCES D R I V I N G G R O W T H $2.9 $2.9 $3.5 2015 2016 2017 2018 2019E PF Total + 9% Organic + 5% Revenue in Billions Total + 10% Organic + 7%+ 47% + 27% + 33% $4.0 $3.2 2019E PF* * 2019E Pro Forma for PP&S Divestiture and Clariant Masterbatch business Lead Specialists T H E E V O L V I N G C U S T O M E R R E L A T I O N S H I P PolyOne Corporation 11 Expanded Path Traditional Path Strategic Accounts/ Field Sales Business Development Customer Service Web and Social Media Inside Sales PolyOne Corporation 12 Investments in digital and dedicated inside sales to improve customer experience 110% increase in leads (from 6,000 to 12,700) driven by website, phone, and online chat EXPANDED PATH A D D I N G C U S T O M E R T O U C H P O I N T S 4 33 2014 2019 Inside sellers $11M $87M 2014 2019 Inside sales/digital revenue A L I G N I N G W I T H T R E N D S F O R G R O W T H T R A N S P O R T A T I O N P A C K A G I N G H E A L T H C A R E C O N S U M E R PolyOne Corporation 13 Facilitate alternative energy solutions Light- weighting Reduce packaging materials Improve recyclability Reduce spread of infection R E V E N U E F R O M S U S T A I N A B L E S O L U T I O N S PolyOne Corporation 14 2016 2017 2018 2019 Lightweighting Reduced Material Requirements Improved Recyclability Renewable Energy Applications Eco-conscious Bio-derived Content Reduced Energy Use VOC Reduction $275M $325M $355M $410M 14% Total Annual Growth 9% Organic Annual Growth I N N O V A T I O N PolyOne Corporation 15 Customization 55% M&A 30% Innovation Pipeline 15% Innovation comes from Research & Development Spend ($ millions) Vitality Index % of sales from products launched last 5 years 12% 37% 2006 2019 $20 $51 2006 2019 Transformational Opportunity for Growth Through M&A Adjacent Opportunity for Growth Through New Product Pipeline Core Customization 3 H O R I Z O N S O F D E V E L O P M E N T PolyOne Corporation 16 Incremental development from existing base of technology New development adjacent to current technology New technology development outside of and with our current base Service adjacent markets and customers Create new markets, target new customer needs Service existing markets and customers Market Technical I N N O V A T I O N Non-Halogen Flame Retardants Barrier Technologies Fiber Colorants Advanced Composites Thermoplastic Elastomers Gordon Composites/ Polystrand – Composites GLS – Thermoplastic Elastomers ColorMatrix – Liquid Color & Additives PlastiComp Fiber-Line I N N O V A T I O N S P O T L I G H T : C O M P O S I T E S PolyOne Corporation 17 C O M P O S I T E M A T E R I A L S Glass Carbon Aramid Thermosets Thermoplastics PolymersFibers PolyOne Corporation 18 Focused End Markets • Wire & Cable / Electrical • Consumer • Transportation • Industrial C O M P O S I T E S P O R T F O L I O D I V E R S E C A P A B I L I T I E S A N D S O L U T I O N S S E R V I N G M A N U F A C T U R E R S A N D O E M S PolyOne Corporation 19 LFT Tapes Laminates/Panels Shapes Pultrusion Engineered Fibers P O L Y O N E A P P L I C A T I O N S I N F I B E R O P T I C C A B L E S PolyOne Corporation 20 1.
Cable jacket/sheath– Made of PE 9 Fiber-Line Product PolyOne Materials F I B E R O P T I C A L G R O W T H D R I V E R S PolyOne Corporation 21 5G Networks Enable lower latency, greater flexibility & efficiency Installation of these networks are in the very early stages Installation will start in urban hubs and will continue to expand into suburban and rural areas By 2025, only 14% of the world will have 5G connections Growth is expected over multi- year period 5G technology will be a leading growth driver in fiber optic cable for several years 10x Speed Increase & 8x More Antennae Required 5G vs. 4G PolyOne Corporation 22 Safety Technology Geography Service FinancialPeople Low EH&S risk profile New and complementary technologies Leverage our global footprint Strong customer relationships Foundational operating margins of 8-10% with ability to double Motivated team with a specialty culture I N V E S T - T O - G R O W M & A S T R A T E G Y PolyOne Corporation 23 Capture sourcing synergies Cross-sell & blend technology 8-10% operating margins I N V E S T - T O - G R O W M & A P L A Y B O O K Protect customers Retain employees Implement LSS to drive efficiency improvements Innovate with combined portfolio Safety First!
T H E N E W P O L Y O N E : A S P E C I A L T Y G R O W T H C O M P A N Y Transformational M&A with PP&S divestment and pending acquisition of Clariant Masterbatch business Growing leadership position in attractive markets Innovation, technology and service are differentiators Capital management is a strength: Record-setting cash generation to continue for years Proven acquisition strategy with robust pipeline Commercial investments are fueling momentum and generating organic growth SERVICE: T H E T I M E L E S S D I F F E R E N T I A T O R PolyOne Corporation 40 T A L E N T D E V E L O P M E N T PolyOne Corporation 41 Leadership Program Participants 2012 2013 2014 2015 47 0 86 2016 2019 125 169 412 Campus Hires 2008 2011 2014 2017 0 25 90 47 PolyOne LSS Blackbelts 2008 2011 2014 2019 0 67 247 147 2019 134 A U N I Q U E C U S T O M E R E X P E R I E N C E Industrial Design IQ DESIGN PolyOne Corporation 42 Computer Aided Engineering Design Strategy 3 15 2014 2019 Designers & Engineers $0 $15M 2014 2019 $4M $87M 2014 2019 Opportunity funnel Total Revenue LSS CUSTOMER FIRST PolyOne Corporation 43 Customer Engagements Enables sales growth by building more intimate customer relationships, giving us insight to customers’ needs, with a service that is not easily replicated 2014 2019 2 210 I N N O V A T I N G W I T H P O L Y O N E PolyOne Corporation 44 SEGMENT HIGHLIGHTS C O L O R , A D D I T I V E S & I N K S E N D M A R K E T S & S O L U T I O N S PolyOne Corporation 45 Solid Colorants Performance Additives Screen Printing Inks Liquid Colorants Packaging 31% Industrial 14% Textiles 13% Wire & Cable 10% Building & Construction 9% Consumer 8% Transportation 7% Healthcare 5% Appliances 2% Electrical & Electronics 1% Operating Income & MarginRevenue by Region C O L O R , A D D I T I V E S & I N K S 2 0 1 9 R E V E N U E | O V E R $ 1 B I L L I O N PolyOne Corporation 46 Europe 34% United States 44% Asia 15% Canada 1% Mexico 3% South America 3% $4 $25 $104 $147 2005 2009 2013 2019 0.9% 5.5% 12.2% 14.7% S P E C I A L T Y E N G I N E E R E D M A T E R I A L S E N D M A R K E T S & S O L U T I O N S PolyOne Corporation 47 Engineered Formulations Advanced Composites Thermoplastic Elastomers Wire & Cable 15% Telecommunications (FOC) 13% Consumer 19% Electrical & Electronics 12% Healthcare 9% Industrial 8% Packaging 6% Appliance 2% Building & Construction 2% Transportation 14% Note: (FOC) refers to Fiber Optic Cabling S P E C I A L T Y E N G I N E E R E D M A T E R I A L S Revenue by Region Operating Income & Margin 2 0 1 9 R E V E N U E | $ 7 5 0 M I L L I O N PolyOne Corporation 48 Europe 27% United States 54% Asia 17% Canada 2% $21 $57 $87 2005 2009 2013 2019 0.1% 5.1% 9.3% 11.6% D I S T R I B U T I O N E N D M A R K E T S & S U P P L I E R S PolyOne Corporation 49 Healthcare 28% Transportation 23% Industrial 19% Consumer 12% Appliance 6% Electrical & Electronics 5% Building & Construction 4% Packaging 2% Wire & Cable 1% Operating Income & Margin2019 Revenue | $1.2 Billion $25 $63 $75 2005 2009 2013 2019 $20 2.9% 4.0% 5.9% 6.3% http://www.polyone.com/Pages/VariationRoot.aspx O V E R V I E W O F R A W M A T E R I A L P U R C H A S E S PolyOne Corporation 50 Performance Additives 15% Polyethylene 13% Pigments 9% Styrenic Block Copolymer 7% Nylon 7% TiO2 6% Polypropylene 5% Dyestuffs 4% Plasticizers 3% Other Raw Materials 31% $900 million of raw material purchases in 2019 excluding Distribution business Note: All figures exclude divested PP&S business T A R G E T E N D M A R K E T S & A P P L I C A T I O N E X A M P L E S PolyOne Corporation 51 Thermally Conductive Technologies Chemical Resistant Technologies Polymer Colorants Elastomeric Grips and Handles Structural Composites Antimicrobial Technologies Anti-Counterfeiting Technologies Target End Markets… Healthcare Catheter Technologies Under-hood Components Target End Markets… Automotive Interior Structural Components Sound & Vibration Management Roof Systems Air Management Electronics and Cameras Lighting Exterior / Interior Trim Braces & Brackets Fasteners Seals & Flaps Target End Markets… Consumer Thermally Conductive Components Polymer Colorants Elastomeric Grips and Handles Structural Composite Components Oxygen Scavenger Technologies Laser Marking Additives Antistatic Technologies UV Light Barrier Technologies Cap & Closure Colorants Process Optimization Technologies Antioxidant Technologies Density Modified Technologies Target End Markets… Packaging Impart weight, sound and metallic finish to caps and closures for cosmetics and spirits applications Elevate quality and prestige perceptions among high-end consumers Eliminate time and cost associated with secondary operations and assembly Luxury Packaging GravitechTM Density Modified Polymers Eliminate costs by increasing pigment density Enhance color performance without altering form and formulation Increase design capabilities by reducing weight and layer thickness Optimize Color Usage OnColorTM Super Concentrates Inhibit microbial growth on polymer surfaces Enhance value or products and devices Highly versatile concentrate with the ability to be incorporated into a wide variety of products Combat Bacteria Formation WithStandTM Antimicrobial Technology Durable, long-lasting products stand up to the most aggressive disinfectants Minimize environmental stress cracking and discoloration One of the broadest medically approved polymer and colorant portfolios Medical Device Housings Chemically Resistant Engineered Polymers Color & Design Services Greater control of color development and supply chain Work across entire design process from concept to commercialization Inspire creativity in the use of polymer materials, colors, and effects Innovative brand differentiation Faster development timelines Outdoor Applications Leading provider of high performance specialty materials for the recreational and sports & leisure industry Well positioned across all segments to address market needs Metal to Polymer Conversion Lightweighting Thermal Management Impact Performance ColorMatrix Fiber Colorant Solutions Proprietary advanced liquid color formulations and equipment enable greater efficiency and productivity Eliminates aqueous dyeing and its associated wastewater treatment Solid Color Concentrates Extrusion-spun fibers colored via solid masterbatch Fiber Colorants PolyOne Corporation 63 Global high yield & leveraged finance Conference Forward Looking Statements USE OF �NON-GAAP�MEASURES Vision Safety First Commodity to Specialty Transformation PolyOne�2019 Revenue | $2.9 billion Slide Number 8 Sustainable Path to Double-Digit EPS Growth Expansion of Commercial Resources driving growth The Evolving Customer Relationship Slide Number 12 Aligning with trends for Growth Revenue from Sustainable Solutions Innovation 3 Horizons of Development Innovation Spotlight: Composites COMPOSITE MATERIALS COMPOSITEs Portfolio�Diverse Capabilities and Solutions Serving Manufacturers and OEMS PolyOne applications in Fiber optic cables Fiber optical growth drivers Invest-to-Grow M&A Strategy Invest-to-Grow M&A Playbook Invest-to-Grow Proof of performance Clariant Masterbatch Acquisition Drives�Next Level Specialty Transformation Transformation Headlines Fit with Four Pillar Strategy End Market Transformation End Market Transformation Complementary Geographic Presence Slide Number 31 PolyOne + Clariant Masterbatch Business Over 85% of Adjusted EBITDA from Specialty Transaction overview Significant Synergy Opportunities Attractive Financing Structure Slide Number 37 Returning cash to shareholders�Over $1.2 Billion since 2011 Why Invest In PolyOne?
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PolyOne Corporation Page 4 PolyOne Commodity to Specialty Transformation • Volume driven, commodity producer • Heavily tied to cyclical end markets • Performance largely dependent on non- controlling joint ventures 2000-2005 2006 - 2009 2010 – 2014 2015 and beyond • Steve Newlin appointed, Chairman, President and CEO • New leadership team appointed • Implementation of four pillar strategy • Focus on value based selling, investment in commercial resources and innovation to drive transformation • 18 consecutive quarters of double- digit adjusted EPS growth • Shift to faster growing, high margin, less cyclical end markets • Key acquisitions propel current and future growth, as well as margin expansion • Established aggressive 2015 targets • Continue specialty transformation • Targeting $2.50 Adjusted EPS by 2015, nearly double 2013 EPS • Drive double digit operating income and adjusted EPS growth PolyOne Corporation Page 5 Building & Construction 13% Industrial 12% Transportation 18% Wire & Cable 9% Packaging 16% Consumer 10% HealthCare 11% Appliance 6% Electronics & Electrical 5% 2013 Revenues: $3.8 Billion End Markets 2013 Revenues: $3.8 Billion PolyOne At A Glance United States 67% Europe 14% Canada 7% Asia 6% Latin America 6% Specialty 54% PP&S 18% Distribution 28% $13 $31 $46 $46 $92 $96 $122 $195 $0 $50 $100 $150 $200 2006 2007 2008 2009 2010 2011 2012 2013 Specialty Operating Income PolyOne Corporation Page 6 Old PolyOne Transformation *Operating Income excludes corporate charges and special items 2% 34% 43% 62% 64% 0% 20% 40% 60% 80% 100% 2005 2008 2010 2013 Q1 2014 2015 % o f O p e ra ti n g I n c o m e * JV's Performance Products & Solutions Distribution Specialty 65-75% Specialty OI $5M $46M $87M $195M $60M Target Mix Shift Highlights Specialty Transformation 2015 Target PolyOne Corporation Page 7 Confirmation of Our Strategy The World’s Premier Provider of Specialized Polymer Materials, Services and Solutions Specialization Globalization Operational Excellence Commercial Excellence PolyOne Corporation Page 8 -150.00% -50.00% 50.00% 150.00% 250.00% 350.00% 450.00% 550.00% POL S&P 500 Strategy and Execution Drive Results $0.12 $0.27 $0.21 $0.13 $0.68 $0.82 $1.00 $1.31 '06 '07 '08 '09 '10 '11 '12 '13 ‘06-‘13 EPS CAGR = 41% EPS Share Price vs.
S&P 500 All time high of $42.47 June 6th, 2014 PolyOne Corporation Page 9 2006 Q1 2014 2015 “Where we were” “Where we are” Target 1) Operating Income % Specialty: Global Color, Additives & Inks 1.7% 13.8% 12 – 16% Global Specialty Engineered Materials 1.1% 11.6% 12 – 16% Designed Structures & Solutions -- 6.5% 8 – 10% Performance Products & Solutions 5.5% 7.7% 9 – 12% Distribution 2.6% 6.1% 6 – 7.5% 2) Specialty Platform % of Operating Income 6.0% 64% 65 – 75% 3) ROIC* 5.0% 9.4% 15% 4) Adjusted EPS Growth N/A 42% Double Digit Expansion Proof of Performance & 2015 Goals *ROIC is defined as TTM adjusted OI divided by the sum of average debt and equity over a 5 quarter period PolyOne Corporation Page 10 Bridge to $2.50 Adjusted EPS by 2015 2015 EPS: $2.50 2013 EPS: $1.31 Continued Gross Margin Expansion Mergers & Acquisitions Spartech Accretion Incremental Share Buybacks Ongoing LSS Programs (50-100 bps/yr) Accelerated Innovation & Mix Improvement Several Levers to Drive Growth Mid Single Digit Revenue CAGR PolyOne Corporation Page 11 Innovation Drives Earnings Growth *Percentage of Specialty Platform revenue from products introduced in last five years $20 $53 2006 2013 Research & Development Spending ($ millions) Specialty Platform Vitality Index Progression* 14.3% 30.7% 2006 2013 Specialty Platform Gross Margin % 19.5% 43.0% 2006 2013 Specialty Vitality Index Target ≥ 35% PolyOne Corporation Page 12 Healthcare Consumer Packaging and Additive Technology Transportation Unique and Innovative Solutions https://www.dropbox.com/sh/dwe4t8aacvhb8ui/uD3p_bdglP/Presentation revise pics/GLS Beverage can closure XO 2.jpg https://www.dropbox.com/sh/dwe4t8aacvhb8ui/-YgkycKypw/Anti-Counterfeiting release & images/GN1979.JPG PolyOne Corporation Page 13 Megatrends Aligned with Key End Markets Decreasing Dependence on Fossil Fuels Protecting the Environment Improving Health and Wellness Megatrend End Markets Globalizing and Localizing Health & Wellness Transportation Packaging Consumer PolyOne Corporation Page 14 60% 100% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2008 2014 Pension Funding** As of March 31, 2014 Debt Maturities & Pension Funding – 3/31/14 Net Debt / EBITDA* = 1.9x $48 $317 $600 $0 $100 $200 $300 $400 $500 $600 $700 $800 2015 2020 2023 Debt Maturities As of March 31, 2014 ($ millions) Coupon Rates: 7.500% 7.375% 5.250% ** includes US-qualified pension plans only *TTM 3/31/2014 PolyOne Corporation Page 15 Free Cash Flow and Strong Balance Sheet Fund Investment / Shareholder Return $0.16 $0.20 $0.24 $0.32 $0.10 $0.20 $0.30 $0.40 2011 2012 2013 2014 Annual Dividend Expanding our sales, marketing, and technical capabilities Targets that expand our: • Specialty offerings • End market presence • Geographic footprint • Operating Margin Synergy opportunities Adjacent material solutions Repurchased 1.4 million shares in Q1 2014 Repurchased 6.4 million shares since April 2013 13.6 million shares are available for repurchase under the current authorization Organic Growth Acquisitions Share Repurchases Dividends Investing in operational and LSS initiatives (including synergy capture) Manufacturing alignment PolyOne Corporation Page 16 Formula for Success Innovation Market Beating Performance Excellence in Execution PolyOne Corporation Page 17 The New PolyOne: A Specialty Growth Company Why Invest In PolyOne?
https://www.avient.com/sites/default/files/2022-04/Avient Acquisition of Dyneema and Q1 2022 Results_0.pdf
NYSE: AVNT) AVIENT CORPORATION S P E C I A LT Y P O R T F O L I O T R A N S F O R M AT I O N C O N T I N U E S W I T H D Y N E E M A A C Q U I S I T I O N 2 0 2 2 F I R S T Q U A R T E R R E S U LT S DISCLAIMER 2 Forward-Looking Statements In this presentation, statements that are not reported financial results or other historical information are “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995.
F I RS T Q UART E R 2022 RE S U LT S $123 $136 2021 2022 $0.89 $0.99 2021 2022 Q1 2022 PERFORMANCE (TOTAL COMPANY) 4 $1,162 $1,294 2021 2022 + 11% (+ 14% excluding FX) Adjusted EPS + 11% (+ 15% excluding FX) + 11% (+ 16% excluding FX) (in millions) (in millions) Sales Adjusted Operating Income Q1 2022 SEGMENT PERFORMANCE 5 CAI $609 $650 Sales ($ in millions) SEM Distribution $89 $95 Operating Income + 7% (+ 10% excluding FX) $363 $433 Sales $24 $24 Operating Income + 19% Flat (1) $217 $245 Sales $34 $40 Operating Income + 7% (+ 11% excluding FX) + 13% (+ 17% excluding FX) + 18% (+ 20% excluding FX) Q1 2021 $1,162 $123 Sustainable Solutions 19 8% 7 Healthcare 32 21% 6 Composites (excl.
Outdoor High Performance) 8 18% 3 Growth in Asia / LATAM 6 3% 2 Other 100 19% 5 Sub-total $1,327 14% $146 Outdoor High Performance Impact (5) (3) Wage Inflation and Overtime (11) Other Supply Chain Costs (4) Synergies 5 Incentives, Other Employee Costs 8 FX (28) (5) Q1 2022 $1,294 11% $136 Q1 2022 SALES AND OPERATING INCOME (TOTAL COMPANY) 6 Sales Growth Rate Adjusted Operating Income$ millions Adjusted EBITDA Q1 EBITDA BRIDGE 7 Price increases more than offset raw material and supply chain impacts Q1 2021 $ 161 Demand (23) $ millions CAI: Price / Mix 77 Inflation (54) SEM: Price / Mix 41 Inflation (26) Distribution: Price / Mix 84 Inflation (82) Net Price Benefit 40 Wage Inflation and Overtime (11) Other Supply Chain Costs (4) Synergies 5 Incentives, Other Employee Costs 8 FX (5) Q1 2022 $ 171 China Lockdowns / Russia Impact $ (7) Transportation (7) Outdoor High Performance (3) Q1 EPS BRIDGE 8 Q1 2021 - Adjusted EPS 0.89$ CAI 0.08 Specialty Engineered Materials 0.06 Distribution 0.00 Corporate Costs 0.02 F/X (0.04) Segment OI 0.12 Tax Rate (0.02) Q1 2022 - Adjusted EPS 0.99$ 10 15x stronger than steel Reduces weight by 30% vs. other solutions Well-maintained global asset base poised to serve growing demand • Purchase price of $1.48B represents 11.4x multiple of 2022 EBITDA • Acquisition will expand Avient’s composites and fiber portfolio with Dyneema®, the World’s Strongest Fiber™ • $415M sales and 30%+ EBITDA margins; Immediately accretive to pro forma 2022 EPS, adding $0.35 • 1,300 patents globally, ~50% of sales patent protected • 1,000+ employees across global production network and dedicated technology centers • Composites platform will increase from $261M to $680M in revenue and from $49M to $180M in EBITDA Indicates Dyneema® location $175M (42%) $65M (16%) $175M (42%) 2022E Sales By Region ($M) (1) $0.35 EPS excludes intangible amortization (2) Based on 2022 expected results (1) (2) (2) FIT WITH FOUR PILLAR STRATEGY 11 Specialization • Innovation-led organization with tremendous intellectual property value in trademarks, patents and “know-how” • Deep history of application development and premium, leading brand with the World’s Strongest FiberTM Globalization • Global customer base with an established presence across all major geographic regions • Global technology centers complement existing Composites applications and expertise Operational Excellence • Best-in-class safety performance • Well-run and maintained asset base fit to serve future growth • Highly effective and reliable supply chain with emphasis on optimizing service to customers Commercial Excellence • Deep customer relationships extend across the value chain and drive ability to grow • Offer a full suite of services with an active role in design, development and commercialization People Experienced and talented associates with a passion for safety, specialization and winning DYNEEMA® OVERVIEW K E Y I N D U S T R I E S PERSONAL PROTECTION Military • Law Enforcement • First Responders Body Armor • Helmets • Vehicle Protection $215M MARINE & SUSTAINABLE INFRASTRUCTURE Towing / Mooring • Aquaculture • Floating Wind • Offshore Cranes $130M CONSUMER Consumer • Outdoor High Performance • Safety Equipment $70M 12 Figures reflect 2022 expected sales MIFOverview Competition Valuechain & Go-to-market Strategy Innovation Financials TECHNOLOGY 13 1,200 1,300 2,500 Avient Dyneema Combined Patents • True specialty business – the World’s Strongest Fiber™ • Deep history of application development with customers, strongest in the industry • The only UHMwPE (ultra-high molecular weight polyethylene) fiber producer that is backward integrated o Provides innovation advantage through control of all steps of the process • Complementary with our existing reinforced film expertise (PolyStrand) and engineered fiber presences (Fiber-Line) WINNING PROPERTIES Ultra high strength vs. weight Highly flexible Floats on water Chemically inert; no smell/taste and non-toxic High resistance to UV radiation Self-lubricating, with low friction One-of-a-kind technology ® FORMULATION PROCESS 14 • Like Avient, Dyneema® offers similar core competencies around formulation and material science • Technology that combines polymers and fibers to provide specialized, high performing solutions for customers • Design capabilities ensure that applications are highly customized for the specified end use DYNEEMA® IN THE VALUE CHAIN 15 UHMwPE Fiber / Tapes Military Personnel, Law Enforcement Heavy Marine, Offshore Wind Energy and Mooring, Aquaculture Outdoor, Footwear, Apparel, Inflatables • Material Science • Formulation • Service INTERMEDIATE MANUFACTURING (CUSTOMERS) OEM / APPLICATION DEMAND TRENDS 16 • Military spending and near-term demand for higher performing personal protection products (like Dyneema®) expected to increase o European NATO members annual defense spend expected to increase by up to 20%(1) o Accelerated launch of next generation technology in North America • Policy-driven demand for sustainable energy; growth in floating offshore wind farms which require advanced, durable technology o Offshore wind expected to grow at a CAGR of 32% with the level of annual installations quadrupling over the next five years(2) • Continued investment in aquaculture as a sustainable food source(3) • Strong demand in outdoor high performance space across niche consumer applications aligns with 10% growth assumption for Avient’s Composites portfolio Sources: (1) “Funding NATO”, NATO.int (April 1, 2022) (2) “Global Wind Report 2021”, Global Wind Energy Council (3) “Aquaculture Supports a Sustainable Earth”, NOAA Fisheries 17 A L I G N M E N T W I T H S U S T A I N A B I L I T Y G O A L S PRODUCTS AVIENT’S EXISTING COMPOSITES PORTFOLIO D I V E R S E C A P A B I L I T I E S A N D S O L U T I O N S S E R V I N G M A N U F A C T U R E R S A N D O E M S LFT Tapes Laminates/Panels Shapes Pultrusion Engineered Fibers 18 AVIENT’S COMPOSITES PORTFOLIO SALES AND EBITDA 19 $74 $84 $216 $212 $261 $5 $10 $32 $41 $49 $180 0 50 100 150 200 $- $50 $100 $150 $200 $250 $300 $350 $400 $450 $500 $550 $600 $650 $700 $750 2017 2018 2019 2020 2021 2022E $680 ($ in millions) • Dyneema® acquisition will further improve Composites EBITDA margins to 26% • Dyneema® will complement our existing portfolio with deep formulation expertise, innovative culture and global commercial presence • Composites will continue to be a key growth driver to deliver future revenue growth in excess of GDP (1) Pro forma for the acquisition of Dyneema® (1) DISTRIBUTION DIVESTITURE CONSIDERATIONS DISTRIBUTION HIGHLIGHTS 21 $21 $57 $69 $94 $105 0 50 100 150 2006 2011 2016 2021 2022E • Leading North American Distribution business with longstanding blue-chip supplier and customer relationships • Commercial excellence and regulatory knowledge have grown healthcare portfolio to over 25% of sales and positioned business for long-term growth • Highly specialized portfolio of engineered polymers along with sustainable solution offerings • Leading digital capabilities through Avient Now, allowing enhanced visibility and 24/7 interface with customers • 98% free cash flow conversion drives greater than 30% after-tax return on invested capital (ROIC) • Potential divestiture allows us to remain modestly leveraged with net debt to adjusted EBITDA expected to be 2.9x and positions us for further specialty growth in the future EBITDA (in $M) DYNEEMA® TRANSACTION OVERVIEW 22 - $1.48B net purchase price - Represents 11.4x expected 2022 EBITDA - Committed financing in place - Permanent financing to be combination of available cash on-hand, new Senior Unsecured Notes, new Senior Secured Term Loan - Potential proceeds from Distribution divestment could be used to pay down near-term maturing debt - Closing expected in second half of 2022, subject to regulatory approvals and certain customary closing conditions Transaction Value Financing Closing Conditions / Timing CAPITAL STRUCTURE / LEVERAGE 23 • Financing commitments secured from Morgan Stanley and J.P.
https://www.avient.com/sites/default/files/2024-10/Avient_CodeConduct_2024_CZ2.pdf
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https://www.avient.com/sites/default/files/2025-03/2025 Proxy Statement.pdf
Beggs 2/14/2022 — — — — — 6,849 279,850 2/17/2023 — — — — — 8,150 333,009 2/22/2024 — — — — — 10,136 414,157 2/08/2021 27,200 — — 42.27 2/08/2031 — — 2/14/2022 — — 22,300 52.64 2/14/2032 — — 2/17/2023 8,750 8,750 8,750 42.93 2/17/2033 — — 2/22/2024 — 32,050 — 39.27 2/22/2034 — — J.R.
Rathbun 2/14/2022 — — — — — 4,909 200,582 2/17/2023 — — — — — 7,204 294,355 2/22/2024 — — — — — 8,038 328,433 2/14/2018 10,400 — — 41.89 2/14/2028 — — 2/10/2020 19,200 — — 31.48 2/10/2030 — — 2/08/2021 20,150 — — 42.27 2/08/2031 — — 2/14/2022 — — 16,000 52.64 2/14/2032 — — 2/17/2023 7,750 7,750 7,750 42.93 2/17/2033 — — 2/22/2024 — 25,400 — 39.27 2/22/2034 — — A.M.
Pederson 2/14/2022 — — — — — 4,803 196,251 2/17/2023 — — — — — 5,731 234,169 2/22/2024 — — — — — 6,553 267,756 2/11/2019 16,700 — — 31.54 2/11/2029 — — 2/10/2020 18,550 — — 31.48 2/10/2030 — — 2/08/2021 19,250 — — 42.27 2/08/2031 — — 2/14/2022 — — 15,650 52.64 2/14/2032 — — 2/17/2023 6,133 6,133 6,134 42.93 2/17/2033 — — 2/22/2024 — 20,600 — 39.27 2/22/2034 — — M.A.
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