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Paul Gohr

Chief Financial Officer at Mobile Infrastructure
Executive

About Paul Gohr

Paul Gohr is Chief Financial Officer of Mobile Infrastructure Corporation (BEEP) and has served since May 16, 2024; he is 43 years old as of the April 14, 2025 record date . He is a Certified Public Accountant with a Bachelor’s in Business, Accountancy and a Master of Accountancy from Miami University . Prior roles include Chief Accounting Officer and VP, Corporate Finance at CECO Environmental (2014–2023) and Audit Senior Manager at Grant Thornton (2004–2014) . For 2024, BEEP’s short‑term incentive framework tied NEO cash bonuses to NOI and “Adjusted EBITDA Plus” targets; outcomes for 2024 resulted in zero payout on NOI and partial payout on Adjusted EBITDA Plus, supplemented by a discretionary component and a reallocation of the CEO’s bonus to other NEOs .

Past Roles

OrganizationRoleYearsStrategic impact
CECO Environmental Corp.Chief Accounting Officer; VP Corporate Finance2014–2023Led finance, accounting, treasury and tax; public‑company reporting and change management experience .
Grant Thornton LLPVarious roles culminating in Senior Manager, Audit Services2004–2014Led audits for public and private, growth‑oriented and acquisitive companies .

Fixed Compensation

YearBase Salary (Annualized)Salary Paid (Cash)Target Bonus %Target Bonus ($)Actual Bonus Paid (Cash)All Other CompensationNotes
2024$300,000 $178,846 33% $100,000 (pro‑rated) $54,953 paid Mar 19, 2025 $21,100 Salary paid is pro‑rated from May 16, 2024; bonus breakdown detailed in Performance Compensation .

Performance Compensation

Annual Cash Incentive (2024 framework and results)

ComponentWeightThresholdTargetMaximum2024 Outcome for Gohr
Net Operating Income (NOI)50% $23.2m $23.9m $25.9m $0 payout on NOI component
Adjusted EBITDA Plus25% $16.2m $17.1m $19.1m $8,547 payout
Discretionary (individual goals, 1–5 scale)25% 3 (Threshold) 4 (Target) 5 (Max) $23,590 payout
CEO bonus reallocation (one‑time)$22,816 allocated to Gohr
Total Cash Bonus Paid$54,953 paid Mar 19, 2025

Notes:

  • The short‑term incentive target equals 33.33% of base salary, pro‑rated for Gohr’s service period in 2024 .
  • CEO requested his cash bonus be reallocated pro rata to Hogue and Gohr; Gohr’s portion was $22,816 .

Long‑Term Equity Incentives

AwardGrant / MeasurementVesting / Performance ConditionsQuantum / Accounting Fair Value
Annual RSUs (target)2024 offer letter50% time‑based, vest in 3 equal installments on each of the next three anniversaries of May 16, 2024; 50% performance‑based tied to 3‑year relative TSR vs Russell 2000 with payout at 50% (35th pctile), 100% (55th pctile), 200% (75th pctile) via linear interpolation $400,000 grant date fair value
One‑time Performance RSUsGranted May 16, 2024200,000 RSUs: 50% vest on achieving 5‑day VWAP ≥ $13.00 any time on or before Dec 31, 2026; 50% vest on achieving 5‑day VWAP ≥ $16.00 any time on or before Dec 31, 2028; continued employment required
2024 Stock Awards (reported)2024 SCT (FY end)Per above plan design$460,726 grant date fair value (ASC 718); includes Monte Carlo for market‑condition award

Outstanding Equity Awards (as of Dec 31, 2024)

CategoryAmount
Securities that have not vested (Total)321,024 units
Equity incentive plan awards: unearned/unvested265,468 units
Components disclosed- 55,556 RSUs vesting in 3 equal installments on next three anniversaries of May 16, 2024 ; - 65,468 RSUs vest if TSR ≥ 75th percentile ; - 200,000 RSUs vest per VWAP criteria ($13.00 by 12/31/2026; $16.00 by 12/31/2028)

Equity Plan, Options, Clawbacks, Hedging

  • Company states it does not grant stock options as part of its equity programs; if ever granted, subject to timing safeguards. 2024 disclosures highlight use of RSUs/LTIP/Performance Units, not options .
  • Clawback policy applies to incentive‑based compensation granted on or after Oct 2, 2023; Q3 2024 technical restatement did not trigger recovery as metrics were unaffected .
  • Insider trading policy prohibits officers, directors, and employees from hedging company stock (e.g., forwards, swaps, collars) .

Equity Ownership & Alignment

ItemDetail
Total beneficial ownership18,518 restricted stock units beneficially owned as of Mar 31, 2025; vest within 60 days .
Ownership as % of shares outstanding~0.04% (=18,518 / 42,391,674 common shares outstanding as of Mar 31, 2025) .
Vested vs unvestedUnvested totals and components shown above (321,024 not vested; 265,468 unearned; component breakdown) .
PledgingNo pledging policy disclosed; insider policy explicitly prohibits hedging; no pledge disclosures for Gohr .
Ownership guidelinesNEOs must hold ≥1.5x base salary in stock or equivalents; 5 years to comply; company states all current directors and NEOs are in compliance .

Employment Terms

TermDetail
Start/RoleAppointed CFO effective May 16, 2024 .
Employment statusAt‑will (either party can terminate at any time) .
Change‑of‑Control economicsIf change of control occurs within first 12 months of employment, payment equal to one year of “Annual Cash Compensation,” payable at closing or after a transition plan; rights may be renegotiated with acquirer .
BenefitsEligible for standard employee benefit plans .
Non‑compete / non‑solicitOffer letter restricts engaging in competitive business or conflicts while employed; confidentiality and inventions assignment provisions included; governing law Ohio .
Related party / conflictsCompany disclosed no related‑party transactions for Gohr under Item 404(a) .

Compensation Committee Analysis

  • Committee members: Jeffrey B. Osher (Chair), Danica Holley, David Garfinkle; all independent under NYSE American and SEC rules .
  • Independent consultant: Farient Advisors engaged in 2024; committee assessed independence and found no conflicts .
  • Equity design emphasizes multi‑year alignment via relative TSR and price‑hurdle RSUs; no routine use of options .

Performance & Track Record (company context during/around tenure)

MetricPeriodResult
Revenue YoYQ1 2024 vs Q1 2023$8.8m vs $7.1m (+24.3%)
NOI YoYQ1 2024 vs Q1 2023$5.4m vs $4.8m (+11.9%)
Adjusted EBITDA YoYQ1 2024 vs Q1 2023$3.5m vs $3.4m (+3.6%)

Notes:

  • Gohr was appointed on May 16, 2024; Q1 2024 results (ended March 31, 2024) predate his start but informed the 2024 incentive framework and payouts disclosed in the 2025 proxy .
  • Gohr has executed Section 302/906 certifications as CFO in subsequent 10-Q/10-K filings (e.g., Q3 2024; Q1 2025; FY 2024) .

Say‑on‑Pay & Shareholder Feedback

  • As an “emerging growth company,” BEEP is not required to conduct advisory votes on executive compensation or on frequency; provides scaled disclosure .

Related Party Transactions (Gohr‑specific)

  • Company disclosed no direct or indirect material interest for Gohr in related‑party transactions requiring Item 404(a) disclosure .

Investment Implications

  • Alignment and upside leverage: Gohr’s equity is heavily performance‑linked via relative TSR and stock‑price VWAP hurdles ($13 by 12/31/2026; $16 by 12/31/2028), aligning rewards with shareholder returns and creating potential catalysts around price threshold approaches .
  • Near‑term vesting/selling windows: Time‑based RSUs vest annually on/around May 16 (2025/2026/2027), and a subset of performance RSUs could vest upon meeting TSR thresholds; monitor Form 4 filings and blackout windows for potential liquidity events around mid‑May each year .
  • Cash bonus discipline: 2024 cash STI paid out modestly (pro‑rated) with zero payout on NOI and limited payout on Adjusted EBITDA Plus, signaling a willingness to constrain cash rewards when financial targets are not fully met; discretionary and CEO reallocation boosted Gohr’s cash payout .
  • Retention risk: Multi‑year vesting and meaningful unvested equity (321,024 units total; 265,468 unearned) provide retention hooks; lack of broad severance multiples (offer letter only specified a CoC payment within first 12 months) suggests retention is equity‑weighted rather than severance‑protected .
  • Governance safeguards: Hedging ban and clawback policy reduce misalignment risk; independent compensation oversight with external advisor .