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Carolyn B. Handlon

Director at Apple Hospitality REIT
Board

About Carolyn B. Handlon

Independent director since 2023; age 67. Former Executive Vice President, Finance and Global Treasurer at Marriott International for 17+ years (retired April 2022) after a 35-year tenure spanning capital markets, investments, real estate lending, corporate finance, and risk management; earlier roles at Overseas Private Investment Corporation and Continental Illinois National Bank & Trust. Education: BA (Virginia Tech), MBA (Indiana University), Corporate Board Certificate (Harvard Business School). Board determined she is independent; designated as an Audit Committee “financial expert.”

Past Roles

OrganizationRoleTenureCommittees/Impact
Marriott International, Inc.EVP, Finance & Global Treasurer; various finance roles1987–Apr 2022; 17+ years as EVP/TreasurerLed global capital markets, investments, real estate lending; key leader in asset-light transformation, spin-offs, M&A; financial risk management
Overseas Private Investment CorporationFinance rolePrior to 1987International investment experience
Continental Illinois National Bank & TrustFinance rolePrior to 1987Corporate finance grounding

External Roles

OrganizationRoleTenureCommittees
Invesco Mortgage Capital Inc.DirectorCurrentAudit Committee (Chair); Compensation Committee; Nominating & Corporate Governance Committee
Science Applications International Corporation (SAIC)DirectorCurrentAudit Committee; Nominating & Corporate Governance Committee

Board Governance

ItemDetail
APLE CommitteesAudit (member); Nominating & Corporate Governance (member)
Committee Meetings (2024)Audit: 5; Nominating & Corporate Governance: 3
IndependenceBoard determined all directors except Executive Chairman and CEO are independent; all members of Audit, Compensation, Governance Committees are independent
Audit Committee Financial ExpertHandlon indicated as “financial expert”; Audit Committee members deemed financially literate; at least three with accounting/financial management expertise
AttendanceBoard held 3 meetings in 2024; all directors attended the 2024 Annual Meeting; each director attended ≥75% of Board and committee meetings during their service period
Audit Oversight ScopeOversees financial reporting integrity, internal controls, auditor independence; oversees risk profile including cybersecurity

Fixed Compensation

Director (2024)Fees Earned or Paid in Cash ($)Share Awards ($)All Other Compensation ($)Total ($)
Carolyn B. Handlon86,667 115,009 201,676
2024 Non-Employee Director Compensation StructureAmount ($)
Board annual retainer (cash)70,000
Board annual retainer (Common Shares; fully vested)115,000
Committee Chair – Audit (plus Disclosure Committee service)25,000
Committee Chair – Compensation20,000
Committee Chair – Nominating & Corporate Governance20,000
Lead Independent Director30,000
Committee Member (per committee)10,000
2024 Director Equity GrantSharesGrant-Date Fair Value ($)
Fully vested Common Shares (or DSUs if elected)7,554 115,009
  • Market benchmarking: Ferguson Partners Consulting assessed total director retainer near peer median (50th–62nd percentile) with equity portion among top decile; committee chair retainers below 25th percentile. Board added annual committee retainers for non-chair members and increased chair retainers effective March 1, 2024 to attract/retain superior board members.

Performance Compensation

ComponentDetail
OptionsNo director share options granted in 2024; legacy non-employee director option plan terminated at NYSE listing and remaining awards expired in 2024
Performance Metrics Tied to Director PayNone disclosed; director equity grants are fully vested Common Shares (no performance conditions)

Other Directorships & Interlocks

CompanyIndustryRole/CommitteePotential Interlock Considerations
Invesco Mortgage Capital Inc.Mortgage REITAudit Chair; Comp; Nominating & Governance Financial oversight experience; no APLE-related transactions disclosed
SAICGovernment services/ITAudit; Nominating & Governance Diverse sector perspective; no APLE-related transactions disclosed

Expertise & Qualifications

  • 40-year background across financial and global markets and real estate; senior leadership, investment, strategic planning, risk management; hotel industry experience from Marriott tenure .
  • Audit Committee “financial expert”; financially literate; accounting/financial management expertise indicated at committee level .
  • Education: BA (Virginia Tech), MBA (Indiana University); Harvard Corporate Board Certificate; memberships in Economic Club of Washington, NACD, Women Corporate Directors .

Equity Ownership

ItemValue
Beneficial Ownership (Common Shares)22,363; <1% of class (based on 238,858,327 shares outstanding)
Director Ownership Guidelines4x annual base cash retainer
Compliance StatusAll current directors either met ownership levels or are within transition period
Hedging/Pledging PolicyHedging prohibited; margin accounts prohibited; pledging more than 50% of individually held shares prohibited
Deferral Program AvailabilityDirectors may defer cash and/or share retainer into DSUs or deferred cash; one director participated in 2024 (not identified)

Governance Assessment

  • Committee fit and effectiveness: Handlon’s deep capital markets and hotel-industry finance background aligns with APLE’s Audit and Governance oversight needs; designation as an Audit “financial expert” strengthens financial reporting and risk oversight (including cybersecurity).
  • Independence and engagement: Board determination of independence; committee independence across Audit/Comp/Gov; attendance at least 75% and full annual meeting participation support engagement and investor confidence.
  • Alignment and incentives: Director pay mix is equity-heavy relative to peers (top decile equity portion), and ownership guidelines at 4x cash retainer create alignment; fully vested share grants avoid complex performance metrics for directors, reducing gaming risk.
  • Conflicts/related party exposure: APLE discloses significant related-party transactions involving the Executive Chairman and affiliates (ARG, aircraft) with independent directors overseeing annual reviews; no Handlon-specific related-party transactions disclosed. Oversight mitigates risk but transactions remain a structural consideration for investors.
  • RED FLAGS: None specific to Handlon identified in the proxy. Company policy permits limited pledging (≤50% of individually held shares), which some investors view cautiously; no pledging by Handlon disclosed.