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Darrell Jackson

Director at Amalgamated Financial
Board

About Darrell Jackson

Darrell Jackson (age 67) is an independent director of Amalgamated Financial Corp. (AMAL), serving since August 2021; he brings 35+ years of financial services leadership including President/CEO roles and senior management at Northern Trust focused on wealth management in Illinois . He is currently President & CEO of The Efficace Group (since 2018), and his banking leadership includes President/CEO and inside director at Seaway Bank (2014–2015) . Jackson’s qualifications emphasize bank governance, executive leadership, and credit oversight experience relevant to AMAL’s board committees .

Past Roles

OrganizationRoleTenureCommittees/Impact
The Efficace GroupPresident & CEO2018–presentGrowth and operational initiatives for financial services providers
Seaway Bank & Trust (Chicago)President, CEO, Inside Director2014–2015Corporate governance and executive leadership
Northern Trust CorporationExecutive President; Co-President, Wealth Management – Illinois; other management roles1995–2014Strategy, wealth management leadership, governance experience

External Roles

OrganizationTypeRoleTenureCommittees/Impact
Janus Henderson Mutual Funds BoardInvestment companyTrusteeSince 2022Trustee role across fund complex
Gray-Scott-BowenPrivate consulting firmOutside DirectorSince Apr 2020Oversight of transportation projects delivery
Delaware Place Bank and holding companyBankOutside Director; Chair, Executive Loan CommitteeNov 2016–Jul 2018Loan oversight, credit governance
Various non-profitsNon-profitChair of Audit, Finance, Governance, and Management Development & Compensation committeesVariousBoard leadership across multiple organizations

Board Governance

  • Independence: The Board determined Jackson is independent under Nasdaq criteria (2024 evaluation) .
  • Current committee assignments (2024): Chair of Credit Policy; member of Nominating & Governance and Trust Committees .
  • Anticipated post-2025 annual meeting: Jackson will serve as Chair of the Nominating & Governance Committee; Credit Policy Committee Chair will transition to Scott Stoll; Jackson remains on Trust Committee .
  • Attendance: Board met 7 times in 2024; each director attended at least 75% of board and committee meetings; all directors attended the 2024 annual meeting virtually .
  • Board leadership and structure: Chair is Lynne P. Fox (Workers United designee) per Investor Rights Agreement; Lead Independent Director is Mark A. Finser; board re-examines leadership structures periodically .
  • Governance framework: Formal charters for Audit, Compensation & HR, Nominating & Governance, Credit Policy, Enterprise Risk Oversight, Trust, and Executive Committees; Technology Advisory Council created Jan 2025 .

Fixed Compensation

ComponentAmountNotes
Annual cash retainer (standard director)$50,000Paid monthly
Committee membership fees$5,000 per committeeAudit: $10,000; Compensation/Enterprise Risk/Nominating/Credit/Trust: $5,000; Executive Committee: $5,000
Committee chair premium+$10,000 (most committees)Audit Chair +$15,000; Chair increments increased in 2024
2024 cash fees earned (Jackson)$77,083Actual for FY2024
DirectorFees Earned or Paid in Cash ($)Stock Awards ($)Total ($)
Darrell Jackson77,083 50,003 127,086

Performance Compensation

  • Structure: Non-employee directors receive time-based RSUs (no performance conditions), granted at approximately $50,000 fair value on election; vest on first anniversary; unvested RSUs forfeited upon resignation; dividend equivalents accrue and are paid in cash at vesting .
RSU Grant Detail (2024)Value
Grant dateMay 22, 2024
Units granted (Jackson)1,954 RSUs
Grant-date fair value$50,003
Per-share grant-date value$25.59
Vest dateMay 22, 2025 (first anniversary)
Dividend equivalentsAccrue during vesting, paid in cash at vesting

No performance metrics are used in non-employee director equity compensation; RSUs are time-based .

Other Directorships & Interlocks

  • Compensation Committee Interlocks: For FY2024, AMAL disclosed no compensation committee interlocks or insider participation; Jackson did not serve on the Compensation Committee in 2024 (members were Finser, Miller, Romasco) .

Expertise & Qualifications

  • Jackson offers extensive bank leadership, credit oversight, and governance experience from Northern Trust, Seaway Bank, and multiple board roles, supporting effectiveness in Credit Policy and Nominating & Governance oversight .

Equity Ownership

ItemAmount/Status
Beneficial ownership (common)8,140 shares
Ownership as % of outstanding<1%
RSUs vesting within 60 days1,954 RSUs included
Options outstandingNone disclosed for Jackson; options outstanding only for Fox (18,400), Kelly (13,000), Romney Sr. (13,000)
Director ownership guidelines3x annual cash retainer; must retain 50% of net shares until in compliance; qualifying shares include outright, plan-held, net shares from unvested time-based awards and vested unexercised options
Hedging/pledgingCompany bans hedging and pledging practices as part of compensation philosophy

Related Party, Conflicts & Signals

  • Section 16 compliance: Company reported certain late filings in 2024, but none named for Darrell Jackson .
  • Workers United governance rights: Workers United Related Parties have designated multiple directors, chair rights, committee composition requirements, and registration rights; this affects board dynamics and committee leadership (e.g., Trust Committee chair must be a Workers United nominee) .
  • CRF interests (multiemployer pension): Certain directors (Fox, Kelly, Romney Sr.) are participants/trustees; Jackson is not listed among CRF participants; governance mitigations require disinterested voting on CRF withdrawal decisions .
Insider Filings (2024)Status
Late Section 16(a) reports attributed to Darrell JacksonNone reported

Governance Assessment

  • Positives:

    • Independent director with deep banking leadership; Board affirmed independence under Nasdaq criteria .
    • Committee leadership: Chair of Credit Policy in 2024; slated to chair Nominating & Governance post-2025 meeting—signals trust in his oversight of credit risk and board composition/governance .
    • Engagement: Board met 7 times; all directors ≥75% attendance; Jackson included in this standard; robust committee structures support oversight .
    • Alignment: Director stock ownership guidelines (3x cash retainer) and annual RSU grants promote ownership; hedging/pledging ban strengthens alignment .
    • Shareholder support: Prior say-on-pay approval at 98.5% indicates constructive investor dialogue and compensation governance .
  • Risks/Watch items:

    • Structural influence: Workers United Investor Rights Agreement grants significant nomination and chair rights; potential governance overhang despite overall board independence majority .
    • Director pay design: Equity awards are time-based RSUs without performance conditions; limited pay-for-performance sensitivity for directors .
    • Related-party exposures: Multiemployer pension CRF roles among other directors (not Jackson) necessitate continued monitoring of disinterested voting and conflicts protocols .

Overall, Jackson’s independence, experience, and committee leadership (credit policy, then nominating/governance) support board effectiveness; structural governance provisions tied to Workers United remain the key risk to monitor for investor confidence .