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H. Lynn C. Stanfield

Executive Vice President and Chief Financial Officer at APARTMENT INVESTMENT & MANAGEMENT
Executive

About H. Lynn C. Stanfield

H. Lynn C. Stanfield is Executive Vice President and Chief Financial Officer of Aimco, appointed CFO in December 2020; she joined Aimco in March 1999 and was first appointed an executive in October 2018. She chairs Aimco’s investment committee; prior roles include EVP, FP&A & Capital Allocation (2018–2020), and earlier leadership across affordable asset management, income tax, and investor relations; earlier career includes public accounting at Ernst & Young and Assistant Professor of Accounting at Erskine College. She holds a Master of Professional Accountancy (Clemson University) and is a licensed CPA. Age: 50. Company performance context: since the 2020 spinoff (Dec 2020 to Mar 31, 2025) TSR was 72% vs peer and index benchmarks; in 2024, stabilized property NOI rose 4.5% YoY with Q4 occupancy 97.9% and rents up 3.6% on transacted leases .

Past Roles

OrganizationRoleYearsStrategic Impact
AimcoEVP & CFO; Chair, Investment CommitteeDec 2020–presentCapital allocation leadership; oversight of finance, tax strategy; investment committee chair
AimcoEVP, FP&A & Capital AllocationOct 2018–Dec 2020Led finance functions; corporate and income tax strategy; investment committee member
AimcoVarious roles (affordable asset management, income tax, investor relations)Mar 1999–Oct 2018Built tax, asset management, and IR capabilities
Ernst & YoungPublic Accounting (partnership/real estate focus)Pre-1999Real estate and partnership tax/accounting expertise
Erskine CollegeAssistant Professor of AccountingPre-1999Academic credentialing and accounting instruction

External Roles

  • No public company directorships or external committee roles disclosed for Ms. Stanfield in the proxy; the executive officer biography lists only Aimco and prior professional roles .

Fixed Compensation

Multi-year reported compensation (Summary Compensation Table):

YearSalary ($)Bonus ($)Stock Awards ($)Option Awards ($)Non-Equity Incentive Plan Comp ($)All Other Comp ($)Total ($)
2024494,000 75,000 (discretionary) 632,214 772,344 13,800 (401k match) 1,987,358
2023475,000 852,648 754,965 13,200 2,095,813
2022450,000 528,077 805,753 12,200 1,796,030

2024 target/paid elements (per CD&A):

ElementValue ($)Notes
Base Salary (Paid)494,0002024 base set at $494k, +$19k YoY
STI Target494,000Split 50% Corporate KPI, 50% Individual MAP goals
STI Paid (Actual)772,344Reflects KPI achievement 127.69% and MAP achievement 185% for Ms. Stanfield
LTI Target (Total)637,500Granted Jan 31, 2024; 1/3 time-based RS, 2/3 performance-based RS (relative TSR)
LTI Time-Based RS (Target)212,500Vests ratably over 3 years
LTI Performance RS (Target)425,000Earn-out 0–200% on 3-year relative TSR (2024–2026), cliff vest after period

Performance Compensation

Short-term incentive (STI) design and outcomes (2024):

MetricWeightingTargetActualPayout Impact
Corporate KPI score50%100%127.69%127.69% applied to KPI portion
Individual MAP goals (Stanfield)50%100%185%185% applied to MAP portion
STI Result (Ms. Stanfield)$494,000$772,344Paid amount per SCT

Long-term incentive (LTI):

  • 2024 Grant Mix and Metrics: 33% time-based RS vesting ratably over three years; 67% performance-based RS tied entirely to three-year relative TSR (2024–2026), payout range 0–200%, cliff vest post period .
  • 2022 Performance Share Award Determination (3-year period ending 12/31/2024): Relative TSR vs Russell 2000 Value (approx. 100 bps lower), FTSE Nareit Equity Apartments (approx. 2000 bps higher), and peer group at 92nd percentile; awards earned at 160.42% of target for NEOs; vest 100% after performance period .
  • In-progress tracking as of 12/31/2024: 2023–2025 awards tracking ~38% (below threshold); 2024–2026 tracking ~74% (between threshold and target) .

Governance guardrails (risk, clawback, and caps):

  • LTI caps: 1.67x target for NEOs (non-CEO); STI capped; multi-metric design to deter excessive risk .
  • Clawback policy applies to all bonus, incentive, and equity comp upon accounting restatement; no excise tax gross-ups; option repricing prohibited without shareholder approval .

Equity Ownership & Alignment

ItemDetail
Common shares beneficially owned862,219 shares
Partnership OP Units57,399 OP Units
% of Common Stock Outstanding0.61%
% Ownership of Company (if OP Units exchanged)0.62%
Stock ownership guidelinesEVPs: 3x base salary
Compliance with guidelinesExceeded guideline as of filing
Hedging/PledgingNone; insider policy prohibits pledging and hedging; none of the NEOs’ securities are subject to hedging/pledging
Equity plan overhang/liquidity4,653,908 securities to be issued; Wtd. avg. option exercise $6.26; 18,247,141 remaining available (as of FY2024)

Notes:

  • Ownership table includes options exercisable within 60 days where applicable; Ms. Stanfield’s line does not note options footnotes; counts above reflect reported beneficial ownership .

Employment Terms

  • Employment Agreement: None for Ms. Stanfield (no individual employment contract) .
  • Executive Severance Policy (non-CEO):
    • Without Cause/For Good Reason (no CIC): lump sum equal to 1x (base salary + target STI) + COBRA reimbursement for 18 months .
    • Double-Trigger CIC (within 6 months before to 24 months after CIC): lump sum equal to 2x (base salary + target STI) + COBRA for 24 months + 100% acceleration of unvested equity (PSUs at higher of target or actual to truncation; 2024 PSUs at target) .

Potential payments if separation occurred on 12/31/2024 (per proxy scenario analysis):

ScenarioAccelerated Equity Value ($)Severance Cash ($)Non-Compete Payments ($)Notes
Change in Control only (no termination)No acceleration absent termination
Double-Trigger CIC (termination in CIC window)5,242,105 2,023,239 2x multiple + 24 months COBRA; full equity acceleration
Death or Disability5,242,105 Equity acceleration per plan; pro-rated STI eligibility
Termination Without Cause (non-CIC)1,023,429 658,667 1x multiple + 18 months COBRA; non-compete payments equal to 2/3 monthly base for up to 24 months
Termination For Good Reason (non-CIC)1,023,429 658,667 Same as without cause

Other terms:

  • Non-compete/Non-solicit: Up to two years post-termination without Cause; for enforcement post-termination, company provides a monthly payment equal to two-thirds of monthly base salary and may provide additional non-compete consideration; scope includes named competitor set; trade secret/confidentiality obligations apply .
  • Benefits: Standard programs; 401(k) match max $13,800 in 2024 (paid to NEOs including Ms. Stanfield) .
  • No defined benefit pension or SERP .

Compensation Structure Analysis

  • Pay-for-performance alignment: 2024 STI structured 50% corporate KPIs and 50% MAP; corporate KPIs scored 127.69% and Ms. Stanfield’s MAP scored 185%, producing outsized STI vs target; LTI is majority performance-based (relative TSR) with capped payouts, multi-year vesting, and a robust clawback—a strong alignment profile .
  • Mix shift and instrument choice: LTI delivered as restricted stock (time- and performance-based); no option awards to NEOs in 2024; plan prohibits repricing; indicates lower risk instrument choice over options, typical for REITs .
  • Realized performance linkage: 2022 PSUs paid at 160.42% on strong relative TSR, while 2023–2025 PSUs were tracking below threshold (38%) as of 12/31/2024, suggesting variable outcomes tied to multiyear performance—a credible at-risk design .
  • Governance quality: Double-trigger CIC vesting, no excise tax gross-ups, independent consultant (shift from Willis Towers Watson to Ferguson in July 2024), high say-on-pay support (97% in 2024; ~95% 5-year avg.) .

Say-on-Pay & Shareholder Feedback

  • Say-on-Pay 2024: ~97% approval; consistent stockholder support under annual advisory framework; 5-year average ~95% .
  • Ongoing engagement: Regular outreach to holders of at least two-thirds of outstanding shares; compensation philosophy emphasizes TSR and multi-metric pay-for-performance .

Equity Vesting & Insider Selling Pressure Indicators

  • Time-based RS from 2024 grant vests ratably over three years, implying annual vesting events that can trigger tax-related sales by executives (policy requires holding 50% of vested shares until guideline compliance) .
  • Performance RS vests 100% after the 2024–2026 performance period; 2022 PSUs paid out at 160.42% in early 2025, a potential one-time liquidity event; executives exceed ownership guidelines, and the insider policy prohibits pledging/hedging, which mitigates forced-selling risk .
  • Grants are generally made in late Jan/early Feb and not timed to MNPI or price moves; if MNPI is present, the Committee/CFO may delay to avoid impropriety; no option-like grants were made around major filings in 2024 .

Expertise & Qualifications

  • Credentials: Master of Professional Accountancy (Clemson), licensed CPA; extensive real estate finance/tax background; investment committee chair experience .
  • Performance context: Company highlighted 2024 NOI growth (4.5%), Q4 occupancy 97.9%, and multi-year TSR outperformance since the 2020 spin, aligning compensation outcomes (e.g., 2022 PSUs) with results .

Compensation Committee & Peer Benchmarking

  • Consultants: Willis Towers Watson advised on 2024 program; Ferguson appointed July 2024; both assessed as independent .
  • Practices: Target pay near peer median; double-trigger CIC; ownership guidelines (EVPs 3x base) with mandatory post-vest retention until compliant .

Investment Implications

  • Positive alignment signals: High at-risk mix with relative TSR-based LTI, strong clawback, double-trigger CIC, no pledging/hedging, and executives exceeding ownership guidelines indicate robust alignment and reduced governance risk .
  • Retention and continuity: Although Ms. Stanfield lacks an individual employment agreement, the Executive Severance Policy provides meaningful protection (1x salary+target STI; 2x in CIC) and non-compete support, limiting flight risk during strategic processes .
  • Performance leverage: Variability is evident—2022 PSUs paid at 160.42% while 2023–2025 awards were tracking below threshold as of 12/31/2024; near-term LTI realizations will hinge on relative TSR vs peers/indices, which can be a catalyst for insider vesting-related flows but also a strong pay-for-performance indicator .
  • Liquidity/overhang: Equity plans show ample remaining capacity; no evidence of option repricing; insider policy and retention requirements temper selling pressure, though annual time-based vesting and PSU settlements can create episodic liquidity events .