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Charles Guthrie

Vice Chairman of the Board at CB Financial Services
Board

About Charles R. Guthrie

Independent director since 2005; Vice Chairman of the Board. Age 65 (as of December 31, 2024). President of Guthrie Belczyk and Associates, P.C.; Certified Public Accountant since 1982. Recognized by the Board as the Audit Committee Financial Expert. Serves on committees of various community organizations in the Bank’s market area .

Past Roles

OrganizationRoleTenureCommittees/Impact
CB Financial Services, Inc. (CBFV)Director; Vice Chairman of the BoardDirector since 2005; Vice Chairman currentAudit Committee Chair; member of Compensation and Nominating/Corporate Governance; designated Audit Committee financial expert
CB Financial Services, Inc.Audit Committee Chair (Board Committee)OngoingOversees financial reporting, internal controls, audit firm engagement; author of Audit Committee report
Guthrie Belczyk and Associates, P.C.PresidentCurrentAccounting and corporate management expertise

External Roles

OrganizationRoleTenureNotes
Guthrie Belczyk and Associates, P.C.PresidentCurrentCPA since 1982; firm leadership
Community organizations (local market)Committee serviceCurrentVarious committees; enhances local ties; specific orgs not listed

Board Governance

  • Board leadership: Chairman Mark E. Fox; Vice Chairman Charles R. Guthrie; no Lead Independent Director designated .
  • Independence: Board determined Guthrie is independent under Nasdaq rules, notwithstanding normal-course loans/lines of credit to certain directors (including Guthrie or related entities), concluding these relationships did not impair independent judgment .
  • Committee assignments (2024): Audit Committee Chair; Compensation Committee member; Nominating/Corporate Governance Committee member. Committee meeting counts FY2024: Audit 8; Compensation 4; Nominating/Corporate Governance 2 .
  • Attendance: In FY2024, no director attended less than 75% of total Board/committee meetings; all directors attended the prior annual meeting. In FY2023, one director attended less than 75% (not identified) .
  • Nomination criteria: Emphasis on financial/regulatory/business experience, independence, integrity, and time commitment .

Fixed Compensation

YearFees Earned or Paid in CashAll Other CompensationTotal
2023$48,000 $2,600 $72,610
2024$48,000 $2,600 $72,720

Notes:

  • Director fee table does not itemize separate chair fees or meeting fees for Guthrie; cash fees reflect aggregate retainer/committee service .

Performance Compensation

Award TypeGrant DateShares/UnitsFair Value per ShareVesting SchedulePerformance Conditions
Restricted Stock Award (RSA)Feb 16, 20231,000 $22.01 5-year ratable vesting; first 20% on Feb 16, 2024 None disclosed for directors (time-based vesting)
Restricted Stock Award (RSA)Feb 16, 20241,000 $22.12 5-year ratable vesting; first 20% on Feb 16, 2025 None disclosed for directors (time-based vesting)

Additional plan provisions (applicable to equity awards):

  • Clawback: Awards subject to company clawback policy (Dodd-Frank Section 954) .
  • Hedging/pledging and trading policy restrictions apply to awards .
  • 2024 Equity Incentive Plan caps non-employee director equity grant fair value at $200,000 per calendar year; awards primarily RSAs/RSUs, with performance-conditioned vesting at Compensation Committee discretion (future grants) .

Other Directorships & Interlocks

CompanyRoleCommittee RolesStatus
None disclosed among public companiesProxies list current occupation and community roles; no other public boards specified

Expertise & Qualifications

  • CPA since 1982; President of an accounting firm; deep accounting and corporate management expertise .
  • Board-designated Audit Committee Financial Expert; long-serving audit chair .
  • Community engagement in the Bank’s market area, potentially aiding market insight and relationships .

Equity Ownership

DateShares Beneficially Owned% OutstandingBreakdownPledged
Mar 25, 202427,688 <1% Includes 48 shares via corporation/LP and 6,853 via retirement account None
Mar 28, 202525,610 <1% Includes 48 shares via corporation/LP and 6,853 via retirement account None
Dec 31, 2024 (awards)Unvested RSAs: 1,000Director-level outstanding stock awards
  • Options: Guthrie had no option awards in 2023 or 2024 (blank entries in director comp table; only Burchianti held options) .

Governance Assessment

  • Strengths:

    • Long tenure with deep financial expertise; Audit Committee Financial Expert and Chair — strong oversight of reporting and controls .
    • Vice Chairman role signals influence in board deliberations without being management; independence affirmed under Nasdaq rules .
    • Ownership alignment via ongoing restricted stock awards and personal shareholdings; no pledging .
    • Attendance threshold met at Board level in 2024 (≥75%) .
  • Watch items / RED FLAGS:

    • Director/related-party loans: Board disclosed loans/lines of credit to certain directors (including Guthrie or related entities) with normal terms; independence deemed intact, but this is a recurring related-party exposure in banking and warrants monitoring of credit terms and approvals .
    • Section 16 reporting: 2023 proxy noted inadvertent late Form 4 filings by multiple insiders for Feb 16, 2023 equity grants (including Guthrie); 2024 compliance later affirmed in 2025 proxy — minor compliance lapse nonetheless notable .
    • No Lead Independent Director, which can dilute independent agenda-setting; however, Guthrie serves as Vice Chair, partially mitigating this gap .
    • Board diversity objective: Company reported only one female director in context of Nasdaq Board Diversity Rule (board-level issue, not specific to Guthrie) .

Overall, Guthrie’s audit leadership and CPA credentials reinforce board effectiveness in financial oversight. Monitoring should focus on any evolving related-party lending relationships and continued timeliness of insider reporting to sustain investor confidence .