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Ronald Havner Jr.

Director at AVALONBAY COMMUNITIES
Board

About Ronald L. Havner, Jr.

Ronald L. Havner, Jr. (age 67) is an independent director of AvalonBay Communities and has served on the Board since 2014; he currently serves on the Audit Committee and the Investment and Finance Committee and is designated by the Board as an “audit committee financial expert” based on his past experience as a Certified Public Accountant and as a public company CFO and CEO . He is the non‑executive Chairman of Public Storage (PSA), where he previously served as CEO for 16 years until 2018; he also served as non‑executive Chairman of Shurgard Self‑Storage SA from 2018 to 2023 and is now chairman emeritus and a consultant; Havner holds a B.A. in Economics from UCLA .

Past Roles

OrganizationRoleTenureCommittees/Impact
AvalonBay Communities (AVB)Independent DirectorDirector since 2014 Audit Committee member; Investment and Finance Committee member; designated Audit Committee financial expert
AvalonBay Communities (AVB)Audit Committee Chair (partial year)Partial year through 2024 Annual Meeting Rotated off Chair role after 2024 Annual Meeting; received $15,000 partial-year Chair retainer

External Roles

OrganizationRoleTenureNotes
Public Storage (PSA)Chairman of the BoardChairman since 2011 Director since 2002; CEO for 16 years (retired 2018)
Shurgard Self‑Storage SANon‑Executive Chairman; Chairman Emeritus/ConsultantNon‑exec Chair 2018–2023; Chairman Emeritus/Consultant thereafter
NareitChairman of Board of Governors (prior)Not disclosedPrior leadership role; former Chairman

Board Governance

  • Independence: The Board determined Havner is independent under NYSE standards; all Audit Committee members (including Havner) are independent and financially literate .
  • Committees:
    • Audit Committee: Members Mueller (Chair), Havner, Lieb, Lynch; 9 meetings in 2024; Havner designated an “audit committee financial expert” .
    • Investment and Finance Committee: Members include Lynch (Chair), Aeppel, Havner, Hills, Howard, Mueller, Naughton, Schall; 5 meetings in 2024; authority to approve investment/financing within Board‑set limits .
  • Attendance: The Board met 7 times in 2024; each director attended at least 75% of Board and committee meetings during periods served; all directors attended the virtual 2024 Annual Meeting .
  • Executive sessions: Regular executive sessions of independent directors; Lead Independent Director presides .

Fixed Compensation

Component2024 AmountNotes
Fees Earned or Paid in Cash$0 Elected to receive deferred stock units (DSUs) in lieu of $100,000 cash retainer
Stock Awards (Restricted Stock/DSUs, grant‑date fair value)$304,727 Includes DSU election of $100,000 and $15,000 partial‑year Audit Committee Chair retainer recognized in equity
Total$304,727

Director compensation structure (effective after 2025 Annual Meeting):

  • Annual cash retainer: $100,000 (payable in cash or DSUs at director’s election) .
  • Annual equity retainer: $200,000 (in restricted stock or DSUs; increased from $190,000 pre‑meeting) granted on 5th business day following the annual meeting; vests in equal quarterly installments over one year; dividend equivalents accrue and reinvest; accelerated vesting upon Board departure except voluntary departures not due to death/disability or removal for cause .
  • Additional retainers: Audit Chair $30,000; Compensation Chair $25,000; IFC/NGCR Chairs $20,000; Lead Independent Director $50,000; Non‑Executive Chairman $250,000 (all payable in cash or DSUs) .

Performance Compensation

Design ElementDetail
Performance linkage in director payNone; director equity retainer vests time‑based in quarterly installments (no performance metrics)
Clawback/RecoveryCompany maintains a compensation recovery (“clawback”) policy applicable to incentive compensation programs and discloses governance policies including clawback and insider trading policies

Other Directorships & Interlocks

CompanySectorRoleStart/End
Public Storage (PSA)Self‑storage REITChairman of the Board; Director; former CEOChairman since 2011; Director since 2002; CEO through 2018
Shurgard Self‑Storage SASelf‑storageNon‑Executive Chairman; Chairman Emeritus/ConsultantNon‑exec Chair 2018–2023; Chairman Emeritus/Consultant thereafter
NareitIndustry associationFormer Chairman of Board of GovernorsNot disclosed

No specific related‑party transactions were detailed for Havner; AVB maintains a formal related‑party transaction review policy administered by the NGCR Committee for Item 404 transactions .

Expertise & Qualifications

  • Audit Committee financial expert designation based on past CPA, CFO, and CEO experience in a public company .
  • Extensive REIT leadership through Public Storage; capital markets and finance experience recognized in Board skills matrix .
  • Education: B.A. in Economics, UCLA .

Equity Ownership

HolderShares Beneficially OwnedPercent of ClassNotes
Ronald L. Havner, Jr.17,107 * (less than 1%) Includes shares issuable in future under deferred stock awards elected in lieu of restricted stock
Unvested DSUs held (non‑employee directors)490 units (each director as of 12/31/2024) Applies to each non‑employee director
Stock ownership guideline≥5x annual cash retainer (DSUs or shares) As of April 1, 2025, all non‑employee directors with ≥5 years’ service were in compliance (Havner joined in 2014)

Insider trading controls:

  • Robust anti‑hedging, anti‑speculation, and no‑pledging policies; pre‑clearance required with trading generally limited to windows or pre‑approved 10b5‑1 plans .

Governance Assessment

  • Board effectiveness: Havner strengthens financial oversight as an Audit Committee member and designated financial expert; audit met 9 times in 2024, and Board‑level attendance standards were met across directors, supporting engagement .
  • Alignment and incentives: He elected DSUs in lieu of cash, making his 2024 compensation entirely equity‑based ($304,727), which supports long‑term alignment with shareholders; AVB’s director equity vests time‑based (no performance gaming), and ownership guidelines (≥5x retainer) are met for long‑tenured directors .
  • Conflicts and related‑party risk: AVB’s NGCR‑administered related‑party transaction policy and independence determinations mitigate conflict risk; all Audit Committee members are independent; no pledging allowed per insider policy .
  • Risk oversight signals: Audit Committee formally oversees cybersecurity, legal compliance, and enterprise risk management; Committee has authority over the external auditor and received independence disclosures, reinforcing controls and investor confidence .

Red flags to monitor

  • External workload: Concurrent chairmanship at Public Storage and ongoing advisory ties (Shurgard chairman emeritus/consultant) increase time commitments; while not a competitive interlock with multifamily, investors should monitor for any related‑party dealings—AVB’s policy framework provides process controls .
  • Prior committee chair rotation: Havner’s rotation off Audit Chair (partial‑year $15,000 retainer) suggests planned refreshment; continuity maintained by current Chair Mueller—no adverse signal, but leadership transitions warrant ongoing attention .