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Stephen Ksenak

Senior Managing Director and General Counsel at OCTAVE SPECIALTY GROUP
Executive

About Stephen Ksenak

Stephen M. Ksenak is Senior Managing Director and General Counsel of Ambac Financial Group, serving in this role since July 2011; he joined Ambac in 2002 after practicing law at King & Spalding LLP . He is 59 and oversees Ambac’s legal affairs, a critical function through the company’s transformation and de-risking initiatives . Company performance in 2024 included total revenue from continuing operations up 89% to $236 million, Everspan gross premiums written up 40% to $382 million, Cirrata revenue up 93% to $99 million with EBITDA margin over 51%, and reduced Gross Operating Run Rate Expense to $13.9 million in Q4 . The rTSR percentile rank for 2024 was 10th, and Say-on-Pay approval was approximately 95% at the 2024 annual meeting, indicating strong shareholder support for the compensation program .

Past Roles

OrganizationRoleYearsStrategic Impact
Ambac Financial GroupVice President & Assistant General Counsel2002–2011Managed corporate legal matters during legacy FG runoff and restructuring phase
Ambac Financial GroupSenior Managing Director & General Counsel2011–presentLeads legal affairs across Ambac; central to governance, compensation documentation, and transaction execution
King & Spalding LLPAttorneypre-2002Complex corporate and securities legal practice prior to joining Ambac

External Roles

No external directorships or committee roles disclosed for Stephen M. Ksenak in the proxy .

Fixed Compensation

Multi-year cash and reported equity compensation (Summary Compensation Table):

Metric202220232024
Base Salary ($)600,000 600,000 600,000
Bonus ($)74,000
Stock Awards ($)670,619 808,864 742,754
Non-Equity Incentive Plan Compensation ($)646,600 665,000 577,500
All Other Compensation ($)13,323 14,323 14,984
Total ($)2,004,542 2,088,187 1,935,238
  • Employment agreement establishes base salary not less than $600,000 and a target annual incentive not less than 50% of base salary, with awards tied to pre-established performance goals .

Performance Compensation

Short-Term Incentive Plan (STIP) metrics and 2024 outcomes used for all NEOs (financial portion was applied uniformly; strategic portion varied by role):

Metric (2024 STIP)WeightThresholdTargetMaximumActualPayout Indicator
Earned premium & program fees at Everspan ($mm, Q4 vs budget)28.6% 28 31 34 22.9 Below threshold (no payout)
Underwritten programs at Everspan (#)7.1% 6 8 10 8 100% of target
New MGAs/programs at Cirrata (# ≥$5mm annualized GPW)14.3% 4 6 8 13 200% of max
EBITDA margin at Cirrata (%)21.4% 35% 45% 50% 51.5% 200% of max
Net Par Outstanding ($bn; reduction vs Jan 1)14.3% 17.8 17.4 16.8 Committee treated as max due to pending AAC sale 200% of max (discretion)
Gross Operating Run Rate Expenses ($mm, Q4 vs budget)14.3% 15.1 14.6 14.2 13.9 200% of max
  • For 2024, STIP weighting was 70% financial metrics and 30% strategic goals; the Committee applied the same financial multiplier to all NEOs, with strategic assessments individualized by the CEO and approved by the Committee .
  • 2025 STIP: metrics revised to Adjusted EBITDA Margin (40%), Everspan Combined Ratio (20%), and Revenue Growth (40%); strategic goals removed to reduce discretion .

Long-Term Incentive Plan (LTIP) design and 2024 grants:

Metric (2024 LTIP PSUs)WeightTargetMaxPayout Range
WLACC Outstanding at AAC ($bn)~22% 3.4 3.0 0–200% (with rTSR ±20%)
Everspan Cumulative Gross Written Premium ($mm)~39% 1,566 1,723 0–200% (with rTSR ±20%)
Everspan Cumulative EBITDA ($mm)~39% 40.0 46.5 0–200% (with rTSR ±20%)
Cirrata Cumulative Gross Written Premium ($mm)~39% 1,092 1,256 0–200% (with rTSR ±20%)
Cirrata Cumulative EBITDA ($mm)~39% 49.0 56.0 0–200% (with rTSR ±20%)
  • 2024 LTIP grants to Ksenak: PSUs target 33,085 units (max 66,170); RSUs 14,179 units; grant date fair values $527,375 (PSUs) and $215,379 (RSUs). RSUs vest in three equal annual installments (Mar 13, 2025; Mar 3, 2026; Mar 3, 2027); PSUs settle within 75 days after Dec 31, 2026 subject to rTSR modifier .
  • 2021 LTIP payout settled in early 2024 reflected company performance (WLACC reduced to $8.337bn and Xchange EBITDA $12.9mm), with rTSR reducing payout by 10%; Ksenak realized $687,424 from 2021 PSUs at 152.2% after rTSR .

Equity Ownership & Alignment

Ownership Metric2024 (Record Date: Apr 10, 2024)2025 (Record Date: Apr 3, 2025)
Beneficial Ownership (shares)192,339 (<1%) 264,799 (<1%)
Unvested RSUs (12/31/2024)28,432; $359,665 market value
Unearned PSUs (12/31/2024, target)100,650; $1,273,223 value
Executive Stock Ownership Guideline2x base salary requirement 2x base salary requirement
Compliance (value vs requirement)Required: $1,200,000; Owned value: $2,073,376 (meets/exceeds) Required: $1,200,000; Owned value: $2,073,376 (as of record date)
Hedging/Pledging PolicyHedging and pledging of Ambac stock are prohibited Hedging and pledging of Ambac stock are prohibited

Vesting schedules for outstanding awards:

  • RSUs granted in 2024 vest equal thirds on Mar 13, 2025; Mar 3, 2026; Mar 3, 2027 .
  • RSUs granted in 2023 vest equal thirds on Mar 3, 2024; Mar 3, 2025; Mar 3, 2026 .
  • RSUs granted in 2022 vested equal thirds on Feb 28, 2023; Feb 28, 2024; Feb 28, 2025 .
  • PSUs granted in 2022/2023/2024 have three-year performance periods and settle within 75 days post period-end, subject to rTSR modifier .

Insider selling pressure indicators:

  • Company policy prohibits hedging/pledging and requires pre-clearance and trading only in open windows, reducing near-term selling pressure signals . 2025 PSU accelerations were approved only for the CEO, CFO, and Group COO due to conclusion of legacy business performance criteria; Ksenak’s PSUs were not included in that acceleration, implying continued performance-based retention hooks in his equity mix .

Employment Terms

Key terms of Stephen M. Ksenak’s employment agreement (Jan 4, 2017):

  • Term: One-year term with automatic annual renewals unless notice given ≥90 days before expiration .
  • Compensation: Base salary ≥$600,000; target annual incentive ≥50% of base; eligible for equity under incentive plans with LTIP target set ≥$225,000, similar form/terms to other senior executives .
  • Severance (no change-in-control): If terminated without Cause/by Ksenak for Good Reason, severance equals 1.5x (base + target bonus), plus pro-rated target bonus, 12 months COBRA-equivalent benefits; 12 months vesting acceleration on time-based awards; deemed service for performance awards with pro-rata eligibility based on actual performance .
  • Severance (change-in-control): If terminated in contemplation of and ≤90 days before or within 1 year after a CoC, severance multiple increases to 2.0x (base + target bonus); all time-based awards fully vest; performance-based awards eligible based on actual performance through period end .
  • Restrictive covenants: 12-month non-compete and non-solicit; confidentiality, mutual non-disparagement, and cooperation .
  • Clawback: Subject to company recoupment policy adopted effective Oct 2, 2023 for accounting restatements (amounts calculated without regard to taxes) .
  • Ownership guidelines: Required to hold Ambac common stock equal to 2x base salary; retention of net shares from awards until compliant .

Potential payments upon termination (illustrative as of Dec 31, 2024 at $12.65/share):

ScenarioSeverance Payment ($)RSU Settlement ($)PSU Settlement ($)Pro-rata STIP ($)Benefits ($)Total ($)
Death/Disability1,200,599 1,273,210 (at 100% per plan terms) 400,000 2,873,809
Involuntary Termination w/o Cause or by Executive for Good Reason1,500,000 1,200,599 — (payable post-period based on actuals) 400,000 53,181 3,153,780
Involuntary Termination w/o Cause or by Executive for Good Reason (in CoC window)2,000,000 1,200,599 — (payable post-period based on actuals) 400,000 53,181 3,653,780

Investment Implications

  • Pay-for-performance alignment: Ksenak’s 2024 compensation was predominantly at-risk through PSUs/RSUs and STIP, with company-level financial metrics paying at or above target (except Everspan earned premium), and strategic goals assessed by role. LTIP metrics focus on WLACC reduction and growth/EBITDA at Everspan/Cirrata, with rTSR modifier tightening payouts versus peers .
  • Retention risk: Unvested RSUs and performance-tethered PSUs (100,650 target units as of year-end 2024) create meaningful retention hooks; unlike some peers, Ksenak did not receive 2025 PSU acceleration, keeping performance alignment intact post AAC sale .
  • Alignment safeguards: Strong stock ownership compliance (>$2.0m vs $1.2m required), strict prohibition on hedging/pledging, and clawback policy mitigate misalignment and reduce adverse trading signals .
  • Change-of-control economics: 2.0x cash severance in CoC cases plus equity treatment is competitive but not excessive; single-trigger equity vesting limited to time-based awards with performance awards determined by actual results, preserving shareholder alignment .
  • Shareholder sentiment: High Say-on-Pay support (~95% in 2024) and peer-benchmarked program indicate limited governance overhang; 2025 STIP shifts to objective P&C metrics should further strengthen pay discipline tied to core businesses .