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Jonathan H. Simon

Director at BRT Apartments
Board

About Jonathan H. Simon

Jonathan H. Simon, age 59, has served as an independent director of BRT Apartments Corp. since 2006 and is a Class I director with a term expiring at the 2027 annual meeting . He is President and Chief Executive Officer of The Simon Development Group, a private New York City-focused real estate firm, a position he has held since 1994, bringing more than 30 years of real estate operating and development experience to BRT’s board . In 2024, BRT’s board met four times and each director attended at least 75% of aggregate board and committee meetings; non‑management directors also meet regularly in executive sessions led by the Lead Independent Director .

Past Roles

OrganizationRoleTenureCommittees/Impact
The Simon Development Group (private)President & Chief Executive Officer1994–presentLeads a New York City-focused real estate development/ownership platform; brings >30 years of real estate experience to BRT

External Roles

Company/OrganizationRoleTypeDatesNotes
The Simon Development GroupPresident & CEOPrivate company (not a public directorship)1994–presentNYC-focused real estate; not a public company board seat
Other public company boardsPublic company boardNo other public directorships disclosed in BRT’s 2025 proxy

Board Governance

  • Independence: The Board determined Jonathan H. Simon is independent under NYSE and SEC rules; all members of the audit, compensation, and nominating committees were independent in 2024 .
  • Committee assignments (2024): Compensation Committee member (5 meetings held in 2024); not a chair. Audit Committee (4 meetings) chaired by Louis C. Grassi; Nominating Committee (3 meetings) chaired by Gary Hurand .
  • Lead Independent Director: Jeffrey Rubin serves as Independent Lead Director and presides over executive sessions of independent directors .
  • Attendance: In 2024, each director attended at least 75% of the aggregate number of board and applicable committee meetings; 73% of directors attended the 2024 annual meeting .

Fixed Compensation

ComponentAmount/StructureNotes
Board annual retainer (cash)$23,000Non‑management directors
Committee member annual retainerAudit: $5,750; Compensation: $4,600; Nominating: $3,450Members; chairs receive additional chair retainer (see below)
Meeting feesIn‑person: Board $1,450; Committees $1,150; By phone: $875 (board/committee)Per meeting
Committee chair annual retainerAudit: $14,500; Compensation: $14,500; Nominating: $4,600Paid in addition to committee member retainer
Independent Lead Director retainer$10,000Role held by Jeffrey Rubin
2024 cash fees earned (Simon)$37,775As reported for 2024

Performance Compensation

Equity Element2024 Award (Simon)Vesting2025 Standard Award Level
Restricted Stock (annual grant)$76,055 grant-date fair valueFive-year cliff vesting; holders vote and receive dividends during vesting 4,250 shares to each non‑management director (standard level in 2025)

Vesting schedule for Simon’s outstanding director stock awards at 12/31/2024:

  • Unvested stock awards: 20,500 shares; market value $369,615 at $18.03 per share on 12/31/2024 .
  • Scheduled vesting: Jan 2025: 4,200; Jan 2026: 4,000; Jan 2027: 4,100; Jan 2028: 4,100; Jan 2029: 4,100 shares (standard director schedule) .

Note: BRT’s annual director equity is time‑based restricted stock; no performance metrics are tied to director equity grants (unlike executive RSUs) .

Other Directorships & Interlocks

CategoryDetail
Other public company directorshipsNone disclosed for Simon
Committee interlocksCompensation Committee members in 2024: Jeffrey Rubin (Chair), Alan H. Ginsburg, Jonathan H. Simon; no interlocks disclosed

Expertise & Qualifications

  • Background: President & CEO of The Simon Development Group since 1994; brings more than 30 years of real estate development/operations experience, primarily in New York City .
  • Board contribution: Real estate operating and development expertise; entrepreneurial perspective relevant to multi‑family strategy .

Equity Ownership

MetricValue
Beneficial ownership (shares)66,679 shares; under 1% of outstanding
Shares outstanding (record date)18,929,682 (as of 3/18/2025)
Unvested stock awards20,500 shares; $369,615 market value at 12/31/2024 ($18.03/share)
Pledged sharesNone disclosed for Simon (pledge noted only for another director)
Spousal/family trustsExcludes 425 shares held by his spouse in trust for a minor
Stock ownership guidelineNon‑management directors: 3x annual base retainer; 5 years to comply
Compliance status (board‑wide)Company states all non‑management directors meet ownership guidelines

Governance Assessment

  • Positives:

    • Independent director with Compensation Committee service; all committee members independent .
    • Solid engagement baseline (≥75% attendance in 2024) and regular executive sessions under Lead Independent Director .
    • Equity alignment through multi‑year, time‑vested restricted stock; meaningful unvested stake outstanding .
    • Anti‑hedging policy applies to directors; no pledging disclosed for Simon .
    • Board‑wide stock ownership guideline in place; company reports compliance by all non‑management directors .
  • Watch items / potential red flags:

    • Long tenure (on board since 2006) may draw investor scrutiny on refreshment/independence frameworks despite formal independence status .
    • Broader BRT governance context includes significant related‑party relationships (e.g., Gould Investors ownership ~20.4% and shared services arrangements), though Simon is not named in related‑party transactions .
  • Broader shareholder sentiment context: Prior “say‑on‑pay” support was ~98% in 2023, indicating strong shareholder approval of compensation practices (contextual to board oversight) .

No related‑party transactions, loans, or other conflicts are disclosed for Jonathan H. Simon in the latest proxy; no Section 16(a) filing issues were reported for him in 2024 .