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Karen Dearing

Independent Director at AGREE REALTY
Board

About Karen Dearing

Independent director appointed in December 2020; currently Chair of the Audit Committee. Former CFO, Treasurer, and Secretary of Sun Communities (2008–April 2022), then Senior Advisor to Sun Communities’ UK investments until retirement in January 2025. Certified Public Accountant (AICPA, MICPA) with a B.S. in accounting from Michigan State University; age 60 as of April 4, 2025 .

Past Roles

OrganizationRoleTenureCommittees/Impact
Sun Communities, Inc.Senior Advisor (UK investments, strategic initiatives)Until Jan 2025Advised on international investments and strategy
Sun Communities, Inc.CFO, Treasurer, Secretary2008–Apr 2022Led IT, accounting, tax, finance, internal/external reporting
Sun Communities, Inc.SVP2006–2008Senior leadership in finance/ops
Sun Communities, Inc.Corporate Controller2002–2006Accounting leadership
Sun Communities, Inc.Director of Finance1998–2002Finance leadership
Private automotive supplierFinancial Controller~7+ years (pre-Sun)Corporate finance oversight
DeloitteCertified Public Accountant~4+ yearsAudit and accounting experience

External Roles

OrganizationRoleStart–EndNotes
No current public company directorships disclosed in the proxy

Board Governance

  • Independence: Board determined Dearing is independent under NYSE standards; eight of ten directors are independent .
  • Committee leadership: Audit Committee Chair; designated “audit committee financial expert” and financially literate; possesses NYSE-defined financial management expertise .
  • Committee memberships and 2024 meeting cadence:
    CommitteeRoleMeetings in 2024
    AuditChair4
    Compensation2 (committee met; Dearing not a member)
    Nominating & Governance2 (committee met; Dearing not a member)
    Executive1 (committee met; Dearing not a member)
  • Attendance: Board met 4 times in 2024; each director attended ≥75% of Board and relevant committee meetings in aggregate; all directors attended the 2024 annual meeting .
  • Lead Independent Director structure and independent executive sessions occur quarterly .

Fixed Compensation

Component (2024)Amount ($)Notes
Fees Earned or Paid in Cash$95,000 Includes base and chair fees; Dearing elected stock in lieu of a portion of cash (1,652 shares)
Stock Awards (Restricted Stock)$115,000 One-year vesting; grant-date fair value methodology disclosed
Meeting Fees$0 No additional compensation for meeting attendance
Additional Chair/Role FeesIncluded in cashAudit Chair fee $25,000 applies under policy

Award characteristics

  • Non-employee directors receive $185,000 annually: $115,000 restricted stock (1-year vest) + $70,000 cash or stock at director election; additional payments for Lead Independent Director ($30,000) and committee chairs (Audit $25,000; Compensation/Nominating $20,000) .
  • Directors do not receive meeting fees; out-of-pocket expenses reimbursed .

Performance Compensation

ItemDetail
Performance-based equity (directors)None; director equity is time-based restricted stock only
Options/PSUs (directors)None disclosed for directors
Performance metrics tied to director payNot utilized for director compensation

The Compensation Committee benchmarks director pay with Meridian; 2025 director compensation maintained at 2024 levels .

Other Directorships & Interlocks

CompanyRoleCommitteeStart–EndInterlock/Conflict Note
No other public company boards disclosed; Board affirmed independence after considering Related Person Transactions context

Expertise & Qualifications

  • CPA; AICPA and MICPA member; B.S. Accounting, Michigan State University .
  • Audit Committee Financial Expert; NYSE-defined financial management expertise .
  • Deep REIT finance and operations experience (CFO/Treasurer/Secretary at Sun Communities) overseeing IT, accounting, tax, finance, reporting .

Equity Ownership

Metric12/31/202403/07/2025
Beneficial ownership (shares)13,457
Percent of class<1%
Unvested restricted stock (shares)3,652 2,883
Shares pledged as collateralNoneNone (directors and NEOs have not pledged)
Shares received in lieu of cash (2024)1,652

Stock ownership guidelines

  • Non-employee director ownership requirement increased to 5× annual cash compensation in 2022 (progression: 3× in 2020; 4× in 2021; 5× in 2022) ; guidelines apply to non-employee directors .

Governance Assessment

  • Board effectiveness: Dearing strengthens financial oversight as Audit Committee Chair and audit financial expert; Audit Committee recommends inclusion of audited financials in 2024 Form 10-K . The chair has delegated authority to pre-approve non-audit services between meetings, with robust pre-approval controls, supporting auditor independence .
  • Independence and conflicts: Board affirmed Dearing’s independence; no related person transactions disclosed involving Dearing in 2024. Only related transaction disclosed involved Director Rakolta (prior HQ sale at market terms); Board considered these relationships and maintained independence determinations .
  • Engagement and attendance: ≥75% aggregate attendance standard met by all directors; all attended the 2024 annual meeting—positive engagement signal .
  • Alignment: Director pay mix combines cash with restricted stock (time-vested), and directors have ownership guidelines (5× cash compensation), reinforcing alignment. No pledging of shares reported—reduces alignment risk .
  • RED FLAGS: None evident in proxy for Dearing—no pledging, no related-party transactions, strong attendance; director compensation is straightforward with no options or performance gaming .

Shareholder feedback and governance evolution: board independence enhanced (Lead Independent Director; six new independent directors since 2018); progressive tightening of director ownership guidelines and ESG oversight—signals responsiveness to investors .