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Sandra J. Spencer

About Sandra J. Spencer

Sandra J. Spencer (age 65) is a non-employee director of Auburn National Bancorporation, Inc. (AUBN), elected effective March 29, 2024; she retired from Auburn University where she served as Director for the Alabama 4‑H Youth Development and Conference Center from 2000 to 2014 and brings 25+ years of hospitality industry experience and local philanthropic engagement (e.g., Chapter A, P.E.O.).

Past Roles

OrganizationRoleTenureCommittees/Impact
Auburn UniversityDirector, Alabama 4‑H Youth Development and Conference Center2000–2014Operational leadership; hospitality and facility management expertise

External Roles

OrganizationRoleTenureCommittees/Impact
Chapter A, P.E.O. (philanthropy)Member/supporter (education and advancement of women)Not disclosedCommunity engagement and philanthropic focus

Board Governance

  • Committee assignments: no Company-level committee in 2025; at the Bank level, Spencer serves on the Loan Committee, Operations Committee, and Asset/Liability Committee (ALCO).
  • Board independence and structure: After March 2024 appointments, eight directors were determined independent under Nasdaq standards; Anne M. May is Lead Independent Director and independent directors meet at least semi-annually in executive session.
  • Attendance and engagement: The Company’s Board met 12 times in 2024; all directors attended at least 75% of aggregate Board and committee meetings, and all directors attended the 2024 Annual Meeting.
  • Bank-level risk oversight: Board committees at the Bank (Loan, ALCO, IT/IS Steering, Operations/BSA) monitor credit, liquidity, interest rate, AML/sanctions, compliance, operational, reputational, and cybersecurity risks.

Fixed Compensation

Component20242025Notes
Board meeting fee – Chairman$2,000 per meeting$2,200 per meetingPaid once when Company and Bank meet same day
Board meeting fee – Director$1,000 per meeting$1,100 per meetingPaid once when Company and Bank meet same day
Monthly retainer – Chairman$600/month$600/monthAdopted effective Jan 2024
Monthly retainer – Director$300/month$300/monthAdopted effective Jan 2024
Company Audit/Comp Committee member fee$250 per meeting$250 per meetingCommittee Chairs: $500 per meeting
Bank Loan/ALCO/IT-IS Committee member fee$250 per meeting$250 per meetingCommittee Chairs: $500 per meeting
BonusNo director bonusesN/ABonuses eliminated; none paid for 2024 performance
Aggregate director fees (all directors)~$275,900 (2024)N/ACompany and Bank combined
DirectorFees Earned or Paid in Cash (2024)Non-Equity Incentive Compensation (2024)Total (2024)
Sandra J. Spencer$13,700$0$13,700

Performance Compensation

Metric2024 Director GrantsNotes
Equity awards (RSUs/PSUs/options)None granted to directors“The Company did not grant any equity or non-equity incentive plan awards in 2024.”
Non-equity incentive awardsNoneNo stock options exercised or awards vested in 2024
Equity plan availability2024 Equity & Incentive Plan approvedPlan authorizes RSUs/PSUs/options/SARs/cash awards; non-employee director annual comp cap $100,000 (grant-date value)

Other Directorships & Interlocks

CategoryDisclosure
Current public company boardsNone disclosed for Spencer
Private/non-profit boardsPhilanthropic involvement disclosed (P.E.O.); no other boards specified
Interlocks with competitors/suppliers/customersNone disclosed

Expertise & Qualifications

  • 25+ years in hospitality and facility operations; retired Auburn University leader (Director, Alabama 4‑H Center).
  • Local community knowledge and philanthropic engagement (Chapter A, P.E.O.).
  • Bank-level committee experience tied to credit, operations, and ALCO risk oversight.

Equity Ownership

Holding TypeSharesNotes
Personal Representative – Estate of Edward L. Spencer, Jr.666,825Sole Personal Representative
Trustee – E.L. Spencer, Jr. 2008 Irrevocable Trust47,882Sole trustee
Personal Representative – Estate of Ruth Spencer17,000Disclaims beneficial ownership of 11,333 shares ultimately to be distributed to brothers
Individual ownership10,272Direct
Spencer LLC (1/3 membership interest)1,320Disclaims beneficial ownership of 2,640 shares held by other members
Husband’s shares79May be deemed shared voting/dispositive power
Excluded – Edward L. Spencer Foundation16,362One of three directors; disclaims any economic interest
Total beneficial ownership743,37821.28% of outstanding shares

Governance Assessment

  • Ownership alignment: Spencer beneficially owns ~21.28% of AUBN, providing strong economic alignment but also significant influence; holdings span estate, trust, individual, LLC, and spouse allocations.
  • Independence and board balance: Majority independent board with formal Lead Independent Director and executive sessions; Spencer is a non-employee director with Bank-level committee service.
  • Attendance: Met minimum engagement threshold—Board held 12 meetings in 2024 with all directors at least 75% attendance; all directors attended the 2024 Annual Meeting.
  • Director pay structure: Modest cash retainer plus meeting fees; no director bonuses in 2024 and no equity grants to directors in 2024; Spencer’s 2024 director fees totaled $13,700.
  • Say-on-pay signals: 2024 say‑on‑pay approval was 96.1% (For 1,408,997; Against 43,730; Abstain 14,121), indicating strong shareholder support for compensation practices; 2025 say‑on‑pay also approved (For 1,429,238; Against 42,206; Abstain 16,242).
  • Related-party transactions/Reg O: Company reports no director/executive/≥5% owner transactions >$120,000 for 2024 or 2023; loans to insiders subject to Reg O terms, reviewed by Audit Committee per charter.
  • RED FLAGS:
    • Concentrated ownership: Spencer’s >20% stake may present potential influence concerns and require robust independent oversight and recusal protocols on conflicted matters.
    • Complex beneficial structure: Estate/trust/LLC holdings require diligent monitoring of voting/dispositive control dynamics; however, no pledging disclosed for Spencer (contrast: Andrus pledged 3,292 shares).

Notes on Committee Work (Company vs Bank)

LevelCommitteeRoleNotes
CompanyNone in 2025N/ANot currently assigned at Company level
BankLoan CommitteeMemberCredit oversight
BankOperations CommitteeMemberOperational/compliance/BSA
BankAsset/Liability Committee (ALCO)MemberLiquidity/interest-rate risk

Shareholder Voting Context

Item2024 Result2025 Result
Director electionsAll 11 nominees electedAll 11 nominees elected
Say-on-payApproved (96.1% For)Approved (vote counts provided)
Say-on-frequencyN/AShareholders recommended annual frequency (One Year 1,442,584)
2024 Equity & Incentive PlanApprovedN/A in 2025

Overall, Spencer’s large beneficial stake aligns interests with shareholders but elevates influence risk; the board’s majority independence, lead independent structure, executive sessions, and Bank-level committee coverage mitigate governance risk, while transparent disclosure of related-party matters and Reg O controls further supports investor confidence.