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Gerald Chen

Director at Blend Labs
Board

About Gerald Chen

Gerald Chen, age 50, is an independent director of Blend Labs, Inc. (BLND) and has served on the board since July 2017. He is a General Partner at Greylock Partners (since June 2013) and holds a B.S. in Industrial Engineering from Stanford University and an M.B.A. from Harvard Business School. His core credentials span technology, M&A/investments/integration, and risk/cybersecurity; he is one of five independent directors on BLND’s seven-member board under NYSE rules.

Past Roles

OrganizationRoleTenureCommittees/Impact
Greylock PartnersGeneral PartnerJun 2013 – PresentLed investments with focus on technology; experience in M&A, integration, risk and cybersecurity matters
Blend Labs, Inc.DirectorJul 2017 – PresentChair of Nominating & Corporate Governance Committee; independent director

External Roles

OrganizationRoleTenureNotes
ChronosphereDirectorSince Jul 2019Cloud-native monitoring tool; private company
Cato NetworksDirectorSince Jul 2016Network security company; private company
Several other private companiesDirectorVariousServes on multiple private technology boards

Board Governance

  • Board composition: 7 directors; 5 independent under NYSE standards; BLND is a “controlled company” due to majority voting power held by Head of Blend, Co-Founder, and Chair Nima Ghamsari, though BLND states it does not expect to rely on exemptions. No lead independent director is currently appointed.
  • Committees and roles:
    • Nominating & Corporate Governance Committee: Members Gerald Chen (Chair) and Eric Woersching; 4 meetings in 2024. Responsibilities include director nominations, board composition, evaluations, and governance guidelines.
    • Audit Committee: Members Erin Lantz, Bryan E. Sullivan (Chair, Audit Committee Financial Expert), and Eric Woersching; 4 meetings in 2024.
    • Compensation Committee: Members Erin Lantz (Chair), Brian Sheth, and Bryan E. Sullivan; 3 meetings in 2024.
  • Attendance: In 2024, the board held 5 meetings; each director attended at least 75% of board and applicable committee meetings. Executive sessions of non-employee directors are held at least twice per year; independent directors also meet in executive session at least twice per year if any non-employee directors are not independent.
  • Independence: The board determined Mr. Chen is independent under NYSE listing standards; Audit and Compensation committees require additional SEC rule independence, which BLND states the committee members meet.
  • Hedging/pledging policy: Directors are prohibited from hedging BLND stock absent Audit Committee pre-approval; pledging requires submission to the Audit Committee for review and pre-approval. Margin accounts are prohibited.

Fixed Compensation

ComponentAmountPeriod/Effective DateNotes
Cash Fees Earned (Gerald Chen)$97,500FY2024Under Prior Policy pro-rata and Amended Policy; see table below
Annual Cash Retainer (all non-employee directors)$35,000Effective Jun 12, 2024 (Amended Policy)Paid quarterly; no per-meeting fees
Committee Chair Fee – Nominating & Corporate Governance$10,000Effective Jun 12, 2024 (Amended Policy)Applicable to Mr. Chen (Chair)
Committee Member Fee – Nominating & Corporate Governance (non-chair)$5,000Effective Jun 12, 2024 (Amended Policy)N/A for chair
Total Director Compensation Cap$500,000Per fiscal yearCombined cash+equity cap; excludes compensation for other services

Director Compensation (FY2024) – Gerald Chen:

NameCash Fees ($)Stock Awards ($)Total ($)
Gerald Chen$97,500 $205,286 $302,786

Mix: Equity comprised ~68% of Mr. Chen’s FY2024 director comp (205,286 / 302,786), aligning incentives to shareholder value creation. Calculation based on disclosed amounts.

Performance Compensation

Equity Award TypeShares/GrantGrant DateVestingGrant-Date Fair Value / Notes
Annual RSU (Amended Policy)50,000 sharesEach annual meeting on/after Jun 12, 2024Vests on earlier of 1-year from grant or day prior to next annual meeting, subject to serviceStandard annual award under Amended Policy
Change-in-Control Treatment (Directors)N/AN/AOutstanding director equity fully vests on change-in-control unless otherwise providedAs per 2021 Plan and Amended Policy
RSU Outstanding (Gerald Chen)50,000 sharesJun 12, 2024Vests Jun 12, 2025Outstanding RSUs as of 12/31/2024
  • Performance metrics: No performance-based metrics (e.g., PSU hurdles) are disclosed for non-employee director equity at BLND; director awards are time-based RSUs under the Amended Policy.

Other Directorships & Interlocks

EntityNature of RelationshipPotential Interlock/Conflict Consideration
Greylock Partners (affiliates)BLND is party to an Amended & Restated Investors’ Rights Agreement granting certain holders (including Greylock affiliates) registration rightsMr. Chen is affiliated with Greylock; related party transaction policy assigns Audit Committee oversight; rights are standard VC protections but imply potential related-party considerations
  • Haveli Investment Agreement: Separate from Mr. Chen—Haveli designated Brian Sheth to the board via a preferred investment and warrants; included to illustrate board composition and other investor rights dynamics (not a Chen interlock).

Expertise & Qualifications

QualificationEvidence
Technology expertiseMarked in board skills matrix; VC/operator experience in tech
M&A/investments/integrationMarked in board skills matrix; Greylock GP background
Risk/cybersecurityMarked in board skills matrix
EducationB.S. Industrial Engineering (Stanford); MBA (Harvard)

Equity Ownership

HolderClass A SharesClass B Shares% of Class A% Total Voting PowerNotes
Gerald Chen (incl. affiliated interests per proxy aggregation)10,253,577 4.0% 2.5% Includes Greylock 15 LP (9,030,775), Greylock 15 Principals LP (501,708), Greylock 15‑A LP (501,708), and Chen direct holdings; 181,626 options exercisable within 60 days; Chen disclaims beneficial ownership beyond direct and pro rata interests

Outstanding Equity Awards (as of 12/31/2024):

Award TypeGrant DateQuantityExercise PriceExpirationNotes
Stock OptionsJan 31, 20226,139 $7.96 Jan 31, 2032 2021 Plan
Stock OptionsFeb 28, 20227,576 $8.53 Feb 28, 2032 2021 Plan
Stock OptionsMar 31, 20226,551 $5.70 Mar 31, 2032 2021 Plan
Stock OptionsApr 29, 20227,364 $4.31 Apr 29, 2032 2021 Plan
Stock OptionsMay 31, 202210,579 $3.38 May 31, 2032 2021 Plan
Stock OptionsJun 30, 202214,218 $2.36 Jun 30, 2032 2021 Plan
Stock OptionsJul 31, 202217,853 $2.64 Jul 31, 2032 2021 Plan
Stock OptionsAug 31, 202220,092 $3.15 Aug 31, 2032 2021 Plan
Stock OptionsSep 30, 202218,624 $2.21 Sep 30, 2032 2021 Plan
Stock OptionsOct 31, 202219,897 $2.51 Oct 31, 2032 2021 Plan
Stock OptionsNov 30, 202224,367 $1.32 Nov 30, 2032 2021 Plan
Stock OptionsDec 31, 202228,366 $1.44 Dec 31, 2032 2021 Plan
RSUsJun 12, 202450,000 RSUs vest Jun 12, 2025

Pledging/Hedging: Company policy prohibits hedging without Audit Committee pre-approval and requires pre-approval for pledging; no pledging disclosures are noted for Mr. Chen in the proxy. Policy reference provided.

Fixed Compensation (Policy Detail)

ElementPrior Policy (pre–Jun 12, 2024)Amended Policy (effective Jun 12, 2024)
Annual Retainer$300,000; 50% cash, 50% RSUs (prorated as applicable) $35,000 cash retainer; RSU Annual Award of 50,000 shares
Committee FeesIncluded in retainer structureAudit Chair $20,000; Audit Member $10,000; Comp Chair $15,000; Comp Member $7,500; NCG Chair $10,000; NCG Member $5,000
Equity Treatment (change-in-control)Not specifiedDirector awards fully vest on change-in-control unless otherwise provided
Annual CapNot specified$500,000 combined cash+equity per fiscal year (excludes other service compensation)

Performance Compensation (Metrics)

Metric TypeMetricApplicabilityDisclosure
Director Equity MetricsPerformance hurdles (e.g., TSR, EBITDA)Non-employee directorsNot used; director awards are time-based RSUs per Amended Policy

Other Directorships & Interlocks

CompanyTypeRoleOverlap/Conflict Commentary
ChronospherePrivateDirectorNo BLND disclosed transactions; informational interlock only
Cato NetworksPrivateDirectorNo BLND disclosed transactions; informational interlock only
Greylock-affiliated entitiesInvestor rights holderN/AInvestors’ Rights Agreement provides registration rights; Audit Committee reviews related party transactions; potential influence via ownership

Equity Ownership & Alignment

  • Beneficial ownership: Mr. Chen beneficially owns 10,253,577 Class A shares (4.0% of Class A; 2.5% total voting power). Ownership includes Greylock 15 LP, Greylock 15 Principals LP, Greylock 15‑A LP, direct shares, and options exercisable within 60 days; he disclaims beneficial ownership beyond direct holdings and pro rata interests in Greylock funds.
  • Outstanding director RSUs: 50,000 for Mr. Chen vesting June 12, 2025.
  • Company hedging/pledging restrictions: Hedging prohibited absent Audit Committee pre-approval; pledging requires Audit Committee pre-approval; margin accounts prohibited.

Insider Trades and Filing Compliance

PersonFY2024 Section 16 ComplianceNotes
Gerald ChenTimely complianceProxy discloses all directors, executive officers, and >10% holders complied timely in FY2024, except a late Form 4 for Nima Ghamsari; no late filing for Mr. Chen noted

Governance Assessment

  • Strengths

    • Independence and leadership: Mr. Chen is independent and chairs the Nominating & Corporate Governance Committee, directly influencing board composition, evaluations, and governance standards.
    • Relevant expertise: Deep technology, risk/cyber, and M&A/investment background supports oversight of strategy, governance, and risk in a fintech/software context.
    • Attendance and engagement: Board met 5 times in 2024; committees met regularly; all directors met at least the 75% attendance threshold, indicating baseline engagement.
    • Compensation alignment: Significant portion of Mr. Chen’s 2024 compensation in RSUs; Amended Policy standardizes annual equity grants and modest cash retainers, limiting guaranteed cash and enhancing long-term alignment.
  • Risks and potential conflicts

    • Controlled company risk: Concentrated voting control by the Chair; no lead independent director—potentially weakens independent counterbalance and investor protections if exemptions are ever utilized. BLND states it does not expect to rely on exemptions, but the status itself is a governance risk.
    • Greylock affiliation: Investors’ Rights Agreement affords Greylock affiliates registration rights; while standard, affiliation presents potential related-party optics and influence. Audit Committee oversight of related transactions mitigates risk.
  • RED FLAGS

    • Controlled company with no lead independent director—heightened oversight risk for minority shareholders.
    • Significant affiliated ownership via Greylock—requires vigilance for related-party dynamics and board independence in nominations and governance decisions; policy controls exist.