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Joseph Caltabiano

Director at Beeline Holdings
Board

About Joseph Caltabiano

Independent director since October 7, 2024; age 48. Background spans mortgage banking (Senior Vice President at Guaranteed Rate), cannabis (co‑founder of Cresco Labs), and emerging medicine (CEO/co‑founder of Healing Realty Trust; founder of JSC Fund) . Determined independent under Nasdaq rules .

Past Roles

OrganizationRoleTenureCommittees/Impact
Guaranteed RateSenior Vice President, Mortgage BankingPrior to focus on emerging medicine (years not specified) Mortgage banking experience cited as relevant to BLNE strategy
Cresco LabsCo‑founder; grew into multi‑state operatorFounded 2013; scaled to >$250M annualized revenue Pioneered cannabis industry; operational scaling
Healing Realty TrustCEO & Co‑founderFounded 2023; ongoing Developing clinical infrastructure for behavioral health
JSC FundFounderFounded 2020; ongoing Investments in cannabis and regulated sectors

External Roles

OrganizationRoleTenurePublic/PrivateNotes
Healing Realty TrustCEO & Co‑founder2023–present PrivateBehavioral health clinical infrastructure
JSC FundFounder2020–present PrivateFocus on cannabis/regulated sectors
Cresco LabsCo‑founder2013 onward Public (noted as large operator)Co‑founded; built multi‑state operator
Other public company boardsNone disclosed for Caltabiano in proxy bios

Board Governance

  • Independence: Classified as independent under Nasdaq Rule 5605(a)(2) .
  • Committees: Chair, Nominating & Corporate Governance; member roster includes Eric Finnsson and Joseph Freedman (both independent) .
  • Attendance: All directors attended >75% of Board/Committee meetings in 2024; Board met 12 times; Audit 12; Nominating 4; Compensation 4 .
  • Compensation Committee: Caltabiano is not a member; current members are Freedman (Chair), Finnsson, Romano (all independent) .
  • Audit Committee: Not a member; current members are Finnsson (Chair), Freedman, Romano .

Fixed Compensation

Component20242025
Fees Earned (cash)$20,000 (for 2024 service; appointed Oct 7, 2024) Cash award approved May 28, 2025: $45,833; elected to take 100% in restricted common stock at $0.92 per share, subject to Plan approval
Annual Director Grant$50,000 grants effective May 1, 2025, payable quarterly in arrears subject to continued service (table excluded these); five non‑employee directors included

Notes:

  • Elections to receive stock are contingent on shareholder approval of the Amended & Restated 2025 Equity Incentive Plan .
  • No committee chair cash fee disclosures were provided; committee service disclosed without fee detail .

Performance Compensation

Award TypeGrant DateQuantityVestingConditions
Restricted StockMay 28, 202510,000 sharesVest October 2, 2025 Subject to shareholder approval of Plan
Restricted StockMay 28, 202530,000 sharesVest 1/3 annually over 3 years from May 28, 2025 Subject to shareholder approval of Plan
Restricted Stock (Prior Work)As of April 30, 202518,333 sharesVest May 28, 2026 Subject to shareholder approval of Plan
Restricted Stock Units (RSUs)May 28, 202530,000 unitsVest on earlier of one year from grant or delivery of final report by applicable committee Subject to shareholder approval of Plan

Policy context:

  • Anti‑hedging policy prohibits hedging by directors .
  • Company clawback policy implemented per Nasdaq Rule 10D‑1; recoups excess incentive comp upon restatement (3‑year lookback) .

Other Directorships & Interlocks

CompanyTypeRoleInterlock/Conflict Indicator
None disclosed for CaltabianoNo interlocks with BLNE competitors/suppliers/customers disclosed in proxy

Expertise & Qualifications

  • Mortgage banking expertise; expected to aid expansion in mortgage industry .
  • Operating and entrepreneurial track record in regulated industries (cannabis, healthcare services infrastructure) .
  • Independent governance role as Chair of Nominating & Corporate Governance Committee .

Equity Ownership

Title of ClassBeneficially Owned% of ClassVoting PowerNotes
Common Stock— (no shares reported as of Aug 8, 2025 record date) Footnote indicates exclusion of equity grants contingent on Plan approval

Section 16 Compliance:

  • Company reported delinquent filings for two individuals (not Caltabiano) in 2024; otherwise filing requirements complied .

Governance Assessment

  • Committee leadership and independence: Serving as Chair of Nominating & Corporate Governance with independent committee membership supports board refresh, director nomination rigor, and governance oversight .
  • Engagement: Attendance exceeded 75% in 2024 across Board/committees; signals active participation during transition year post‑merger .
  • Pay mix alignment: Elected to take cash awards entirely in stock at a fixed price ($0.92) under the new Plan; plus multi‑year RS and RSU grants with time‑based and deliverable‑based vesting—enhances ownership alignment and ties compensation to ongoing committee work product .
  • Policies: Anti‑hedging and clawback policies in place; positive investor‑alignment signals .
  • Conflicts/Related‑party exposure: No related‑party transactions disclosed involving Caltabiano; broad related‑party section lists others, but not him .
  • Attendance to committees: Not on Audit or Compensation; reduces pay‑setting or financial reporting conflict exposure while focusing on governance .

RED FLAGS

  • None disclosed specific to Caltabiano (no related‑party transactions, pledging, or delinquent filings). Equity awards are standard and contingent on shareholder approval of the Plan; no repricings or tax gross‑ups disclosed for directors .