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Stephen C. Petrovich

Executive Vice President and General Counsel at Ardent Health
Executive

About Stephen C. Petrovich

Stephen C. Petrovich, age 58, is Executive Vice President and General Counsel of Ardent Health Partners, Inc., a role he has held since the Company’s formation in 2001 (general counsel to its predecessor since 2000); he became Assistant Secretary in September 2024 after serving as Secretary since 2001. He holds a J.D. from the University of Georgia (Associate Notes Editor, Georgia Law Review) and a B.A. in political science and American history from DePauw University . Company performance in 2024 (first year as a public company) included revenue growth of 10%, Adjusted EBITDA growth of 58%, ~260 bps Adjusted EBITDA margin expansion, and financial results above guidance; TSR from IPO through year-end implied a $100 initial investment valued at $106, with 2024 net income of ~$300M and Adjusted EBITDAR of ~$659M .

Past Roles

OrganizationRoleYearsStrategic Impact
Ardent Health Partners, Inc.EVP & General Counsel2001–presentExecutive legal leadership; governance and corporate transactions through IPO and corporate conversion .
Ardent Health Partners, Inc.Secretary; Assistant SecretarySecretary 2001–Sept 2024; Assistant Secretary since Sept 2024Corporate governance officer transitions concurrent with public company readiness .
Behavioral Healthcare Corporation (predecessor)General Counsel2000–2001Legacy platform counsel ahead of Ardent formation .
Charter Behavioral Health SystemsChief Litigation Counsel1997–2000Led litigation at large behavioral health operator .
Nelson Mullins Riley & Scarborough; Kelly Law FirmAssociate1993–1997Complex litigation and healthcare-related legal practice .
U.S. District Court, N.D. GeorgiaLaw Clerk to Hon. Harold L. Murphy1991–1993Federal clerkship; judicial analysis and writing .

Fixed Compensation

Metric20232024
Base Salary ($)$508,579 $531,091
Base Salary Rate at 12/31 ($)$536,000
2025 Base Salary Rate (effective ~Apr 15, 2025) ($)$552,000 (↑3.0%)
All Other Compensation ($)$13,200 $13,200
Total Compensation ($)$958,203 $2,037,623

Notes

  • 2024 one-time discretionary cash bonus of $100,000 for IPO execution, in addition to the calculated short-term incentive (see Performance Compensation) .

Performance Compensation

Short-Term Incentive (Corporate Executive Bonus Plan)

  • Design: 90% Corporate Goals (Adjusted EBITDAR 50%; Profit Margin Improvement 25%; Quality/Experience Index 25%); 10% Individual Goals .
  • 2024 Corporate Outcomes and Payouts (Committee later applied negative discretion to 100% target due to NM state directed payment program not embedded in goals) :
IndicatorMetricWeightMinimumTargetMaximum2024 Actual% AchievementActual Payout %Weighted Payout %
FinancialAdjusted EBITDAR ($M)50%521.78 613.86 705.94 661.8 (normalized for Epic expenses) 107.8% 152.1% 76.0%
FinancialProfit Margin Improvement25%10.0% 10.5% 11.1% 11.1% 105.2% 150% 37.5%
Quality/ExperienceQuality/Experience Index25%0.85 1.00 1.15 1.12 111.6% 111.6% 27.9%
Formulaic Corporate Total: 141.44%

Individual Outcomes (Petrovich)

  • Target bonus opportunity: 75% of base salary; 2024 payout approved at 100% of target. Bonus paid: $501,913 (plus $100,000 one-time discretionary IPO bonus) .
Executive2024 Salary at 12/31 ($)2024 Bonus Target (%)Total Achieved (%)2024 Bonus Payment ($)One-time IPO Bonus ($)
Stephen C. Petrovich$536,000 75% 100% $501,913 $100,000

Long-Term Incentives (Pay-for-Performance Design)

  • 2024 Grants (post-IPO, granted 7/18/2024): 65% PRSUs (2-year performance period 2024–2025; service vesting through 12/31/2026) tied to Adjusted EBITDAR (60%) and Net Revenue (40%), payout 50–200%; 35% RSUs vesting 1/3 on 3/31/2025, 3/31/2026, 3/31/2027 .
  • Special Retention RSUs (9/25/2024): additional time-based RSUs vesting 1/3 on 9/25/2025, 9/25/2026, 9/25/2027 due to lower-than-anticipated IPO conversion outcomes on pre-IPO awards .
Grant TypeGrant DateShares/TargetVesting & Performance
RSU7/18/202417,584 Time-based; 1/3 on 3/31/2025, 3/31/2026, 3/31/2027
PRSU (target)7/18/202432,656 Performance: 2-year (2024–2025) on Adjusted EBITDAR (60%) and Net Revenue (40%); service vesting 12/31/2026; payout 50–200%
Special RSU9/25/20249,699 Time-based; 1/3 on 9/25/2025, 9/25/2026, 9/25/2027
2025 RSU4/1/202522,263 Time-based; 1/3 annually from grant date
2025 PRSU (target)4/1/202539,518 1-year performance (2025) on Adjusted EBITDAR (60%) and Net Revenue (40%) with 3-year service-vesting; 3-yr relative TSR modifier; vests 4/1/2028

Clawback and Risk Practices

  • Dodd-Frank compliant clawback for erroneously awarded incentive-based compensation following restatements; recovery regardless of fault .
  • 2025 STIP maximums standardized at 200% per metric; 2025 PRSUs include one-year goals with 3-year vesting plus relative TSR modifier to strengthen alignment in a volatile regulatory environment .

Equity Ownership & Alignment

Ownership DetailAmount/Status
Total Beneficial Ownership1,049,284 shares (<1% of outstanding) .
Components/NotesIncludes 5,861 shares issuable upon RSU vest 3/31/2025 within 60 days of record; also includes (i) 186,225 shares held by the Emilie K. Petrovich GST-2016 Exempt Family Trust (he is trustee; children beneficiaries), and (ii) 186,225 shares held by the Stephen C. Petrovich GST-2016 Exempt Family Trust (spouse trustee; children beneficiaries); he disclaims beneficial ownership except to extent of pecuniary interests, if any .
Unvested RSUs/PRSUs at 12/31/2024RSUs: 17,584 (7/18/24 grant) and 9,699 (9/25/24 grant); PRSUs (target): 32,656 .
Legacy RSAs from pre-IPO Class C UnitsRSAs unvested: 388,899 (2015 grant, Class C-2) and 33,293 (2018 grant, Class C-2); vest ratably in three equal installments on 3/31/2025, 3/31/2026, 3/31/2027 .
Stock Ownership Guidelines3x base salary for NEOs; executives must hold 50% of net shares until compliant; five-year compliance window from IPO; as of 12/31/2024, all NEOs substantially exceeded guideline except two 2024 hires (Schultz, Chernin)—Petrovich exceeded .
Pledging/HedgingInsider Trading Policy adopted; proxy does not disclose any pledged shares by Petrovich .

Vesting Schedules and Potential Selling Pressure Windows (indicative)

  • 3/31/2025: ~5,861 RSUs (1/3 of 17,584) eligible to vest; ongoing annual 3/31 tranches through 2027 for 2024 RSUs and legacy RSAs .
  • 9/25/2025–2027: ~3,233 RSUs per year (1/3 of 9,699) from special RSU grant .
  • 2025 RSUs: ~7,421 shares per year over 2026–2028 (1/3 of 22,263) .
  • PRSUs: 2024 grant performance period ends 12/31/2025 with service vesting on 12/31/2026 (payout 50–200% of target); 2025 PRSUs vest 4/1/2028 subject to 2025 performance and TSR modifier .

Employment Terms

TermPetrovich
Agreement EffectiveAugust 4, 2015; extends until termination .
Base Salary MechanicsInitially $375,000; adjusted by Committee over time; $536,000 at 12/31/2024 .
Bonus ParticipationEligible under Corporate Executive Bonus Plan; 2024 target 75% of base .
Non-Compete/Non-SolicitPost-employment restrictions: generally 24 months post-termination (12 months if termination without cause) .
Severance (No-Cause/Good Reason)2x (i) highest base salary during term + (ii) highest bonus level at target (regardless of actual achievement) + (iii) 15% of base salary at termination; payable over 24 months (accelerates on post-termination death) .
DisabilityContinued base salary for six months following termination due to disability .
Change-in-ControlSeverance multiple terms do not increase vs. standard; disclosure table shows same severance under CIC-related termination ($2,036,387 illustrative as of 12/31/2024) .
Equity Treatment on SeparationRSUs: accelerate upon no-cause/Good Reason termination; disability fully accelerates; PRSUs: pro-rata eligible upon no-cause/Good Reason; full eligibility on disability; legacy RSAs: next quarterly tranche vests if terminated without Cause (Class C-1); Class C-2 RSAs forfeit if terminated; change-in-control acceleration for certain RSAs .
280G TreatmentFor CIC-related severance subject to 280G, amounts reduced to avoid excise tax or paid in full subject to excise tax, whichever is more favorable on an after-tax basis (per program-wide terms) .
Fee ReimbursementReimbursement of reasonable attorneys’ fees/costs if he successfully resolves certain comp/benefits claims .

Multi-Year Compensation Mix (Selected items)

Component20232024
Stock Awards ($)$64,780 $991,419
Non-Equity Incentive Plan ($)$371,644 $501,913
One-time Bonus ($)$100,000 (IPO-related, discretionary)

Company Performance Context (2024)

Metric2024 Outcome
Revenue Growth10%
Adjusted EBITDA Growth58%
Adjusted EBITDA Margin+260 bps YoY
Net Income ($M)~$300
Adjusted EBITDAR ($M)~$659
TSR (from IPO to 12/31/24; $100 initial)$106 (Company), $94 (S&P Health Care Index)

Compensation Structure Analysis

  • Pay mix tilts toward long-term equity after IPO: 2024 stock awards of $991,419 vs. cash STI of $501,913 and salary $531,091, increasing alignment with shareholders .
  • Negative discretion on 2024 STIP to 100% of target (from 141.44% formulaic) to exclude favorable impact of New Mexico directed payment approval not embedded in goals, signaling disciplined pay-for-performance .
  • Special retention RSUs in Sept 2024 offset pre-IPO award conversion shortfalls at the $16 IPO price—mitigates retention risk in the near term .
  • 2025 LTI maintains 65% PRSUs with one-year goals plus three-year service and relative TSR modifier, reflecting goal-setting prudence amid regulatory uncertainty and reinforcing multi-year performance linkage .

Risk Indicators & Red Flags

  • Clawback adopted and aligned to SEC/NYSE rules; recovery regardless of fault .
  • No pledging disclosed for Petrovich; Insider Trading Policy in place .
  • 280G cutback/best-net approach reduces excise tax risk while remaining executive-friendly on an after-tax basis .
  • Severance economics for Petrovich are robust (2x salary + target bonus + 15% of salary), but without incremental CIC multiple (unlike CEO/CFO), moderating parachute risk .

Investment Implications

  • Alignment: Meaningful equity ownership (>1.0M shares including trust-related holdings where he disclaims beneficial ownership beyond pecuniary interests) and above-guideline ownership support long-term alignment; time-based RSUs/RSAs and PRSUs create multi-year retention hooks .
  • Near-term supply/vesting cadence: Predictable unlocks on 3/31 each year (legacy RSAs and 2024 RSUs) and 9/25 (special RSUs) could create modest selling windows; PRSU realizations deferred to 2026/2028, limiting immediate selling pressure .
  • Pay-for-performance integrity: Committee’s 2024 negative discretion and 2025 TSR modifier indicate improving governance rigor as a new public company; watch execution versus Adjusted EBITDAR and revenue targets to gauge PRSU outcomes .
  • Retention risk: Moderated by special RSUs (2024) and sizable unvested equity; employment terms provide competitive severance but no CIC bump for Petrovich, keeping parachute exposure contained vs. peers .