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H. Gregory Platts

Director at SAUL CENTERS
Board

About H. Gregory Platts

Independent director since March 2012; age 77. Retired Senior Vice President and Treasurer of the National Geographic Society (1991–2011), responsible for investment and banking activities; previously a trust investment officer at First American Bank (1972–1978). Designated “audit committee financial expert” and determined independent under NYSE standards and the Company’s Articles. Currently chairs the Compensation Committee and the Nominating & Corporate Governance Committee, and serves on the Audit Committee.

Past Roles

OrganizationRoleTenureCommittees/Impact
National Geographic SocietySenior Vice President & Treasurer1991–2011Led investment and banking activities (finance leadership)
First American Bank (Washington, D.C.)Trust Investment Officer1972–1978Institutional investment management
Washington Society of Investment AnalystsDirector & PresidentNot disclosedProfessional community leadership in investment analysis
American Red Cross Blood Services (Mid-Atlantic)ChairmanNot disclosedGovernance and operational oversight in non-profit sector
Decatur House (National Trust property)Emeritus Board MemberNot disclosedHistoric preservation governance

External Roles

OrganizationRoleCommittee Positions / Notes
B. F. Saul Real Estate Investment TrustBoard MemberGovernance oversight
ASB Capital Management, LLCBoard Member; Audit Committee ChairFinancial oversight and audit leadership
Chevy Chase Trust CompanyBoard Member; Audit Committee Chair; Member of Compensation CommitteeCompensation committee interlock with B. Francis Saul II (Chairman) and Patricia Saul Lotuff (Vice Chairman)
Center for the Study of the Presidency and CongressBoard MemberPolicy-focused governance
Walter A. Bloedorn FoundationBoard MemberNon-profit governance
Washington National Monument SocietyBoard MemberCivic governance
Hattie M. Strong FoundationBoard MemberEducation-focused governance

Board Governance

  • Independence: The Board determined Platts is independent under NYSE standards and the Company’s Articles. Seven of twelve directors are independent.
  • Committee assignments: Audit Committee member (Audit met 7 times in 2024; Platts and Clancy are “audit committee financial experts”), Chair of Nominating & Corporate Governance (met once in 2024), Chair of Compensation Committee (met three times in 2024).
  • Attendance and engagement: The Board met five times in 2024; all directors attended at least 75% of aggregate Board and committee meetings; one executive session and one independent director meeting held in 2024.
  • Leadership structure: Combined Chair/CEO (B. Francis Saul II); no Lead Independent Director; independent committees have authority to retain advisors and hold executive sessions.

Fixed Compensation

ComponentPolicy Amount2024 Actual (Platts)
Annual cash retainer (Board)$65,000 per non-employee director (paid quarterly) $75,000 (includes Audit Committee participation fee)
Audit Committee member retainer$10,000; Chair receives $15,000 Included in the $75,000 total
Meeting feesNot disclosedNot disclosed
Expense reimbursementReasonable out-of-pocket expenses reimbursedPolicy in place

Notes: The proxy discloses specific cash retainers for Audit Committee roles; no additional cash retainers are disclosed for chairing the Compensation or Nominating & Corporate Governance Committees.

Performance Compensation

Award TypeGrant DateSharesGrant-Date Fair ValueVestingAcceleration
Annual restricted stock (directors)May 20, 20242,000$69,252 (at $37.44/share)Vests in 3 equal annual installments over 3 years (service-based) Full vesting upon Change in Control
Annual restricted stock (directors)May 9, 20252,000Not disclosed in proxy; Form 4 filed May 13, 2025Vests per director policy (service-based)Reported as “Stock Award (Grant)” on Form 4
  • Performance metrics: None disclosed for director equity; Annual Awards are service-based (no revenue/EBITDA/TSR performance targets for directors).

Other Directorships & Interlocks

  • Compensation Committee interlock: Platts serves on the Compensation Committee of Chevy Chase Trust Company alongside B. Francis Saul II (Chairman) and Patricia Saul Lotuff (Vice Chairman). This is a governance interlock across affiliated entities.
  • Affiliated boards: Platts chairs audit committees at ASB Capital Management and Chevy Chase Trust, both affiliated with the Saul Organization.

Expertise & Qualifications

  • Finance and investment leadership: 31-year tenure at National Geographic culminating as SVP & Treasurer overseeing investment and banking functions.
  • Audit expertise: Designated “audit committee financial expert” (Exchange Act definition).
  • Governance leadership: Chairs two key Board committees (Compensation; Nominating & Corporate Governance).
  • Broader civic and non-profit governance experience (multiple boards), enhancing stakeholder perspective.

Equity Ownership

HolderBeneficial Ownership% of ClassNotes
H. Gregory Platts27,400 shares<1%Includes 22,500 shares subject to currently exercisable options

Additional alignment disclosures:

  • Deferred director fee shares: Platts had no shares credited/issued in the Directors’ Deferred Compensation Plan during the March 1, 2024–March 1, 2025 period (no balance shown).
  • Hedging/short sale prohibition: Company prohibits short sales and hedging by employees and directors.
  • Ownership guidelines: No director-specific ownership guidelines disclosed; directors may elect fee deferrals into share accounts under the Directors Plan.

Insider Trades

DateTypeSharesPriceForm
May 9, 2025Stock Award (Grant)2,000$0 (equity grant)Form 4 filed May 13, 2025

Reference aggregator: Yahoo Finance also shows “Stock Award(Grant)” for May 9, 2025.

Governance Assessment

  • Strengths:

    • Independent director with deep finance/investment credentials; designated audit financial expert.
    • High engagement: Board and committees met regularly; Platts chairs two governance-critical committees (Compensation; Nominating).
    • Director pay structure blends cash retainer with multi-year equity vesting, supporting alignment; hedging prohibited.
    • Prior say-on-pay support (94.8% in 2023) suggests broad investor acceptance of compensation framework.
  • Red flags / risk indicators:

    • Interlocks across affiliated entities: Platts serves on Chevy Chase Trust’s Compensation Committee with the Company’s CEO/Chair and Vice Chair (affiliated Saul Organization), creating potential conflicts in compensation philosophy/information flows.
    • Concentrated control: Officers and directors can vote ~47.2% of common shares; CEO beneficially owns 46.5%—raises minority shareholder influence concerns; no Lead Independent Director.
    • Extensive related-party transactions and shared services with the Saul Organization (e.g., $11.4M shared services; HQ sublease; insurance commissions), though subject to annual Audit Committee approval.
    • Family ties on the Board (Chair/CEO’s children and granddaughter), increasing the importance of robust independent committee oversight; Platts’ roles on key committees partly mitigate but also sit amid interlocks.
  • Net view: Platts brings material finance and governance expertise and leads independent oversight on compensation and nominations; however, interlocks and the Company’s highly affiliated governance ecosystem warrant continued monitoring of independent decision-making integrity and minority shareholder protections.

Fixed Compensation (Detail Table)

Metric2024
Cash fees$75,000 (Board + Audit Committee participation)
Equity grant$69,252 (2,000 shares @ $37.44; granted May 20, 2024)
Total$144,252

Performance Compensation (Director Equity Terms)

TermDetails
Annual Award2,000 restricted shares to each continuing non-employee director after annual meeting; prorated for mid-year appointments
VestingService-based vesting in equal annual installments on each of the three anniversaries of grant
Change-in-controlAccelerated full vesting upon consummation of a Change in Control
2025 Award DateAnnual meeting held May 9, 2025; Form 4 discloses grant

Other Directorships & Interlocks (Summary Table)

EntityRelationship to Saul CentersInterlock Risk
Chevy Chase Trust CompanyAffiliated; Platts on Board and Compensation Committee with CEO/Chair and Vice ChairCompensation policy/information flow interlock
ASB Capital Management, LLCAffiliated; Platts chairs Audit CommitteeAffiliated oversight role
B. F. Saul Real Estate Investment TrustAffiliated BoardAffiliated oversight role

Equity Ownership

ItemAmount
Total beneficial ownership27,400 shares (<1% of outstanding)
Options exercisable22,500 shares included in beneficial total
Deferred fee sharesNone (no credits/issuances for Platts in 2024/25)
PledgingNot disclosed
Hedging policyCompany prohibits hedging and short sales for directors and employees

Governance Notes

  • Board and committees operate under published charters and guidelines; independent committees composed solely of independent directors; ability to retain independent advisors.
  • Executive sessions held; in 2024 there was one executive session and one independent director meeting.
  • Related-party transactions reviewed/approved by independent Audit Committee; includes shared services ($11.4M), HQ sublease rent ($847,600), and insurance agency commissions (~$449,300).
  • Clawback policy adopted in 2023 per SEC/NYSE rules (executive officers); insider trading policy prohibits hedging/short sales.

Overall investor-confidence signal: Strong independent committee leadership by Platts and formal governance structures are positives; nonetheless, high insider control, absence of a Lead Independent Director, and cross-entity interlocks elevate conflict risk, making committee rigor and transparency critical ongoing watch items.