Sign in

You're signed outSign in or to get full access.

David Chang

Director at BATTALION OIL
Board

About David Chang

Independent Director of Battalion Oil Corporation since October 2019; age 45. Chair of the Compensation Committee and member of the Reserves Committee. Senior Vice President at LS Power Development, responsible for originating and managing energy investments across capital structures; previously an analyst in Credit Suisse’s Global Energy investment banking group. Holds a BA in Economics and Mathematics from Columbia University. The Board affirmed his independence under NYSE American rules on March 27, 2025; he met the minimum 75% attendance threshold in 2024, though non-employee directors did not attend the 2024 annual stockholder meeting .

Past Roles

OrganizationRoleTenureCommittees/Impact
Credit Suisse (Global Energy investment banking)AnalystPrior to 2011Capital markets and advisory experience relevant to Compensation chair duties
LS Power Development, LLCSenior Vice President2011–presentEnergy investment origination/management; affiliate relationship with a significant stockholder (Gen IV)

External Roles

OrganizationRoleTypeNotes/Interlock
LS Power Development, LLCSenior Vice PresidentPrivate company (energy investment)Affiliate to Gen IV Investment Opportunities (significant BATL stockholder), creating a governance interlock
Other public company boardsNot disclosedNo additional public directorships are noted in the proxy biography

Board Governance

ItemDetail
CommitteesCompensation (Chair); Reserves (Member)
Committee Meetings in 2024Compensation: 3; Reserves: 4
Board Meetings in 202423 meetings; Board acted by unanimous written consent 8 times
AttendanceEach director attended at least 75% of Board and committee meetings while serving
Annual Meeting Attendance (2024)Non-employee directors, including Chang, did not attend
IndependenceBoard determined Chang independent under NYSE American rules on March 27, 2025
Executive SessionsFour executive sessions of non-management directors in 2024

Fixed Compensation

Component2024 Value ($)
Fees Earned or Paid in Cash175,000
Stock Awards
Option Awards
All Other Compensation
Total175,000

Director Retainer Structure (2024):

  • Non-Employee Director Annual Retainer: $150,000
  • Compensation Committee Chair Annual Retainer: $25,000
  • Fees paid in four equal quarterly installments

Performance Compensation

Metric2024 Detail
Annual Director Equity Grant (RSUs/DSUs)None disclosed; no stock awards reported
Option GrantsNone disclosed; no option awards reported
Performance Conditions (TSR/financial/ESG)Not applicable for director compensation; no performance-linked director awards disclosed

Other Directorships & Interlocks

EntityRelationshipDetailPotential Conflict Signal
Gen IV Investment Opportunities, LLCSignificant StockholderBeneficially owns ~31.3% of common; Chang is SVP at LS Power, an affiliate of Gen IV Affiliation may create related-party exposure and conflict pathways
Luminus Management, LLCSignificant StockholderBeneficially owns ~61.8% of common; board chair is Luminus President (Barrett) Concentrated control; coordinated investor representation
Brookfield Oaktree Holdings, LLCSignificant StockholderBeneficially owns ~44.7% of common; Oaktree representative on board (Jegadeesan) Coordinated investor representation
Investor appointeesBoard compositionRepresentatives of Luminus, Oaktree, Gen IV comprise 50% of the Board Board independence risk; interlocks across major holders

Expertise & Qualifications

  • Energy sector investment and capital-structure expertise (LS Power), relevant to compensation design and reserves oversight .
  • Analytical and finance background from Credit Suisse Global Energy .
  • Academic foundation in economics and mathematics (Columbia University) .

Equity Ownership

MeasureValue
Total Beneficial Ownership (Common)— (less than 1%)
Ownership as % of Shares Outstanding<1% (proxy “*” denotes less than one percent)
Vested/Unvested SharesNot disclosed for director
Pledged/Hedged SharesInsider policy prohibits pledging/hedging by directors

Governance Assessment

  • Strengths

    • Independent status affirmed; leads key Compensation Committee and participates on Reserves, indicating active governance roles .
    • Formal charters, executive sessions, and risk oversight structures in place; clawback policy adopted November 28, 2023 enhances accountability for incentive compensation .
    • Clear director fee structure and market-based approach (target 50th percentile) enhance transparency .
  • Concerns and potential investor confidence impacts

    • Corporate Opportunity Amendment proposes renouncing corporate opportunities for stockholders and non-employee directors (including Chang), reducing fiduciary constraints; non-employee directors are not disinterested for this vote under the disinterested majority standard, elevating conflict risk. Preferred Stock Voting Amendment reduces common stockholders’ voting rights on preferred changes, and Officer Exculpation expands protections for officers—collectively weakening minority shareholder protections and governance checks .
    • Significant ownership concentration (Luminus, Oaktree, Gen IV) with multiple board representatives; Chang’s LS Power affiliation with Gen IV creates related-party exposure; multiple preferred stock financings with these investors required special committee review—heightened need for robust conflict management .
    • Director compensation is entirely cash-based with no equity awards disclosed; Chang shows no beneficial ownership, limiting pay-for-performance alignment and skin-in-the-game signals .
    • Compensation Committee did not engage an independent compensation consultant in 2024—a potential gap for objective benchmarking and pay governance .
    • Engagement optics: non-employee directors did not attend the 2024 annual stockholder meeting .
  • Watch items

    • Outcomes of Proposal 4 sub-proposals (Officer Exculpation, Corporate Opportunity, Preferred Stock Voting, Charter Updates) and any investor response .
    • Ongoing use of special committees and independence safeguards in any transactions with significant stockholders .
    • Future director equity participation or ownership guideline disclosures to improve alignment (not disclosed in 2025 proxy) .

RED FLAGS: Corporate Opportunity waiver and Preferred Stock Voting changes curtail minority shareholder rights; multi-investor board interlocks (including Chang’s affiliate status) alongside repeat related-party financings; absence of director equity/ownership; non-attendance at the 2024 annual meeting; lack of independent comp consultant in 2024 .