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Libor Michalek

President at AFRM
Executive
Board

About Libor Michalek

Affirm President and employee-director; Age 52; Director since 2021; President since December 2022; previously President, Technology (2018–May 2021) and President, Technology, Risk & Operations (May 2021–Dec 2022); joined Affirm as CTO in 2015; prior roles include Engineering Director at YouTube/Google and CTO of Slide (acquired by Google in 2010) . Under current leadership, Affirm delivered FY2025 GMV of $36.7B (+38% YoY), total revenue of $3.2B (+39%), adjusted operating income of $778M, and GAAP net income of $52.2M; operating income profitability was achieved in FQ4’25 .

Past Roles

OrganizationRoleYearsStrategic Impact
Affirm Holdings, Inc.PresidentDec 2022–PresentExecutive leadership across technology, risk, and operations; board member since 2021 .
Affirm Holdings, Inc.President, Technology, Risk & OperationsMay 2021–Dec 2022Oversaw scaled risk/ops functions alongside technology .
Affirm Holdings, Inc.President, Technology2018–May 2021Led engineering and product development .
Affirm Holdings, Inc.Chief Technology Officer2015–2018Built engineering foundations (software, systems, security, ML) .

External Roles

OrganizationRoleYearsNotes
YouTube / GoogleEngineering DirectorPrior to 2015Senior engineering leadership .
Slide (acquired by Google in 2010)Chief Technology OfficerPre-2010CTO at personal media-sharing service acquired by Google .

Fixed Compensation

YearBase Salary ($)Target Bonus %Target Bonus ($)Actual Bonus Paid ($)
2025500,000 80% 400,000 562,860
2024475,000 75% 464,443
2023475,000

Notes:

  • FY2025 target cash incentive increased to 80% from 75% in FY2024 .
  • CEO receives nominal salary; not applicable to Michalek but indicates overall pay philosophy .

Performance Compensation

Annual Cash Incentive Plan (FY2025 design and results)

MetricWeightTargetActual% AchievementPayout Multiplier
Network size (blend of active consumers, GMV, RLTC)50% 100% 106.7% 106.7% 133.7%
Total revenue ($)25% 3.0B 3.2B 127.2% 145.4%
Adjusted operating income ($)25% 506.5M 778.1M 153.6% 150.0%
Funding gateGAAP operating income ≥ $0 in Q4 FY25 Met (company achieved positive operating income in FQ4’25)
Weighted total100%123.6% 140.7% payout

Payout to Michalek: $562,860 (140.7% of $400,000 target) .

Long-Term Equity Awards

Grant YearInstrument# of SharesKey Terms
FY2025Stock Options119,884 Exercise price $44.06; vests 25% at 1-year then monthly over 3 years; 10-year term .
FY2025RSUs85,111 Vests 25% at 1-year then quarterly over 3 years .
FY2026 (approved Sep 18, 2025)PSUs44,488 3-year performance period (FY2026–FY2028); metrics: RLTC growth (50%) and Adjusted Operating Income growth (50%); 50–200% payout; cliff vest post-certification .
FY2026 (approved Sep 18, 2025)RSUs44,488 Vests quarterly over 3 years, first vest Dec 1, 2025 .

Equity Ownership & Alignment

Beneficial Ownership (as of Sep 30, 2025)

HoldingAmount% of ClassNotes
Class A Common2,695,356 <1% Includes options exercisable within 60 days (32,677) and RSUs settling within 60 days (4,671) .
Class B Common875,265 2.15%
% of Total Voting Power1.76%
Options exercisable (as of 9/30/25)1,593,659 Separate from the 32,677 options expected to vest within 60 days .
RSUs settling within 60 days4,671
Shares held by Michalek 2007 Trust868,114 Included in totals .

Ownership guidelines: Executives must hold 3x base salary; compliance window 5 years; hedging prohibited; no explicit pledging policy disclosed in proxy .

Outstanding Equity Detail (selected awards; as of Jun 30, 2025)

Grant DateExercise Price ($)ExercisableUnexercisableExpiration
12/17/2019 (Option)8.80 200,000 12/17/2029
1/12/2021 (Option)49.00 410,303 33,268 1/13/2031
6/08/2022 (Option)23.33 536,746 6/08/2032
9/16/2022 (Option)22.30 140,763 63,987 9/16/2032
9/13/2023 (Option)23.35 201,085 258,542 9/13/2033
9/16/2024 (Option)44.06 119,884 9/16/2034

Unvested RSUs and their proxy-reported market values at 6/30/2025:

  • 35,035 RSUs ($2,422,320) ; 85,111 RSUs ($5,884,575) .

Vesting and Insider Selling Pressure

Event (FY2025)AmountValue Realized ($)
Options exercised600,000 shares 36,290,119
Stock awards vested61,822 shares 2,843,061

Implications: Large in-the-money option overhang and scheduled RSU/PSU vesting can create periodic selling windows; hedging is prohibited, and there is no disclosed pledging policy, so alignment is primarily through unhedged, unpledged equity exposure .

Employment Terms

Officer Severance Plan (key provisions)

  • Double-trigger CIC: cash severance equal to 1x base salary plus pro‑rata target bonus; immediate vesting of time-based equity; health benefits up to 12 months for executive officers .
  • Non‑CIC termination (without cause): 0.5x base salary cash; health benefits up to 6 months .
  • Death/Disability: pro‑rata annual bonus (greater of target or actual) and 12 months’ vesting acceleration (performance awards at target) .
  • 280G better‑of cutback/no gross-up; clawback policy adopted Dec 1, 2023 .

Estimated Payments (as of Jun 30, 2025)

ScenarioCash Severance ($)Accelerated RSUs ($)Accelerated Options ($)Benefits ($)Pro‑Rata Bonus ($)Total ($)
CIC + Qualifying Termination900,000 8,891,058 18,512,498 35,907 Included via plan mechanics28,339,463
Non‑CIC Qualifying Termination250,000 17,953 267,953
Change in Control (pro‑rata bonus)562,860 562,860
Death/Disability562,860 5,865,354 9,644,512 35,907 16,108,633

Board Governance (Director Role)

  • Board service: Class I director since 2021; term ends 2027; no committee memberships; not independent given employee status .
  • Board structure: CEO is Chairman; Lead Independent Director (Christa Quarles) presides independent sessions; 6 of 9 directors are independent; all committees fully independent .
  • Attendance: Board held 6 meetings in FY2025; each incumbent director attended ≥75% of board/committee meetings .
  • Director compensation: Employee directors (Levchin, Michalek) receive no additional director pay; non‑employee director program includes $45k cash retainer, role-based retainers, and RSUs; change‑in‑control accelerates director RSUs .

Compensation Structure Analysis

  • Y/Y mix: FY2024 emphasized options ($7.40M) with no RSUs; FY2025 balanced 50/50 options ($3.75M) and RSUs ($3.75M), plus higher cash incentive on overachievement ($562.9k), signaling a shift toward lower risk equity and realized pay sensitivity .
  • Metric rigor: FY2025 cash plan tied to network size, GAAP revenue, and Adjusted Operating Income with a GAAP operating income funding gate aligned to a public goal of achieving GAAP operating profitability in FQ4’25; all three metrics exceeded target (140.7% payout) .
  • Forward design: FY2026 introduces PSUs (50% of grant) tied to multi-year RLTC and Adjusted Operating Income growth, with 50–200% payout and cliff vest, improving pay-for-performance alignment and retention .
  • Governance checks: Independent compensation committee, independent consultant (Semler Brossy), clawback policy, double-trigger CIC, no excise tax gross-ups; no executive retirement plans; limited perquisites .

Equity Ownership & Alignment (Additional Detail)

TopicPolicy/Status
Stock ownership guidelinesExecutive officers: 3x base salary; 5-year compliance window .
Hedging/PledgingHedging and short sales prohibited; proxy does not state a pledging prohibition (not disclosed) .
Say-on-Pay support93.9% support in FY2024 .
Peer groupBill.com, Block, Box, Dropbox, HubSpot, MarketAxess, MongoDB, Okta, Opendoor, Paycom, Paylocity, Shopify, SoFi, Tradeweb, Twilio, Upstart, WEX, Zscaler (New Relic removed post-acquisition) .

Director Compensation (for director role)

  • As an employee-director, Michalek receives no separate director compensation .

Performance & Track Record (Company context)

Metric (FY2025)ResultYoY
GMV$36.7B +38%
Total Revenue$3.2B +39%
Adjusted Operating Income$778M +104% (vs $380.9M FY2024)
Net Income$52.2M Improved from $(517.8)M FY2024

These outcomes supported above-target annual incentive payouts and the introduction of multi-year PSUs for FY2026 .

Risk Indicators & Red Flags

  • Insider selling pressure: 600,000 options exercised ($36.29M realized) in FY2025; 61,822 shares vested ($2.84M) .
  • Pledging policy: Not disclosed (hedging prohibited but no explicit pledging prohibition stated) .
  • Related-party linkages: A director (Reses) is CEO of Lead Bank, which originated $5.4B of loans via Affirm; Affirm paid ~$4.6M in fees/interest in FY2025; Reses deemed not independent; compensation committee independence restored post‑Dec 2024 .
  • CFO transition: New CFO in Nov 2024 (Rob O’Hare) with prior CFO moving to COO in Sep 2024; routine disclosure, not flagged by company as a governance concern .
  • No excise tax gross-ups; clawback in place; no executive retirement plan .

Employment Terms (Additional)

  • CIC cash severance multiple: 1.0x salary + pro‑rata target bonus for executive officers .
  • Non‑CIC severance: 0.5x salary + health benefits (6 months for execs) .
  • Death/Disability: pro‑rata bonus (greater of target/actual) + 12-month acceleration .
  • 280G best‑net cutback; release required .

Investment Implications

  • Alignment improving: Introduction of PSUs (FY2026) tied to RLTC and Adjusted Operating Income growth strengthens pay-for-performance and should support durable margin/scale execution; large unvested equity enhances retention through the cycle .
  • Expected supply from vesting: Significant scheduled RSU/option vesting plus observed FY2025 exercises may create episodic selling pressure near vesting/10b5‑1 windows despite hedging prohibition; monitor Form 4 cadence around quarterly windows .
  • Retention/CIC risk: CIC total value (~$28.3M) indicates meaningful, but standard, double‑trigger protections; outside CIC severance is modest, increasing dependence on future equity value for retention .
  • Governance: Executive director status (non‑independent) mitigated by 2/3 independent board, independent committee structures, lead independent director, and strong say-on-pay support (93.9%)—reducing governance discount risk .

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Best AI for Equity Research

Performance on expert-authored financial analysis tasks

Fintool-v490%
Claude Sonnet 4.555.3%
o348.3%
GPT 546.9%
Grok 440.3%
Qwen 3 Max32.7%