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John Swiatek

Director at CB Financial Services
Board

About John M. Swiatek

Independent director with deep operating and marketing experience; age 67 as of December 31, 2024. Served on the FedFirst Financial board since 2010 and continues as a director of CB Financial Services following the combination, with current term ending in 2027 . Founder of JMS Advisors (2011), prior roles in sports/entertainment consulting, and co‑founder/Managing Partner of the Washington Wild Things (2001–2009), providing finance, management, and marketing expertise with strong familiarity with CB Financial’s markets in greater Pittsburgh .

Past Roles

OrganizationRoleTenureCommittees/Impact
Washington Wild Things (minor league baseball)Co‑founder; President & Managing Partner2001–2009Built and led operating franchise; marketing and community engagement
GSP Consulting CorporationDirector, Sports, Entertainment & MarketingPrior to 2011Led sector practice; strategy and business development
The Innovation GroupManaging Director, Innovation Sports & EntertainmentAround 2011Practice leadership; advisory in entertainment verticals

External Roles

OrganizationRoleTenureNotes
JMS Advisors, LLCFounder2011–PresentBusiness development, strategic consulting, marketing/PR practice

Board Governance

  • Independence: Board classifies Swiatek as independent under Nasdaq rules; only CEO John Montgomery and former employee Ralph Burchianti are non‑independent .
  • Lead Independent Director: None designated; Chairman is Mark E. Fox; Vice Chairman is Charles R. Guthrie .
  • Attendance: Board met 13 times in FY 2024; no director <75% attendance; all directors attended last year’s annual meeting. In FY 2023, Board met 18 times; one director <75% attendance (not named) .

Committee assignments and meeting cadence:

CommitteeRoleFY 2024 Meetings
AuditVice Chairman8
CompensationVice Chairman4
Nominating/Corporate GovernanceChairman2

Committee context:

  • Audit: Oversees financial reporting, internal controls, internal audit, and auditor independence; Guthrie designated audit committee financial expert .
  • Compensation: Sets exec pay, reviews pay components, administers equity plan; no compensation consultant engaged in 2024; Meridian advised on 2024 Equity Plan design in 2023 (~$24k) .
  • Nominating/Corporate Governance: Leads director nominations, governance policies, Board performance review; minimum qualifications and process described in proxy .

Fixed Compensation

Director fees (cash and equity) for John M. Swiatek:

MetricFY 2023FY 2024
Fees Earned or Paid in Cash ($)34,800 34,800
Stock Awards ($, grant‑date fair value)22,010 22,120
All Other Compensation ($)2,600 2,600
Total ($)59,410 59,520

Notes:

  • Director equity awards were granted under the 2021 Equity Incentive Plan; non‑employee director annual equity under the 2024 Equity Incentive Plan is capped at $200,000 grant‑date fair value .

Performance Compensation

  • Structure: Non‑employee director equity is time‑vested restricted stock; performance‑conditioned director awards are permitted under the 2024 plan but not disclosed for Swiatek’s grants .
  • Dividends: Cash dividends on RSAs are paid only after vesting; if awards do not vest, dividends are forfeited .

Director equity grant details:

GrantTypeSharesGrant DateGrant‑Date Price/Fair ValueVesting Schedule
2023 annual grantRestricted Stock Award1,000 Feb 16, 2023 $22.01 per share; $22,010 total 5‑year ratable; 20% first vest on Feb 16, 2024
2024 annual grantRestricted Stock Award1,000 Feb 16, 2024 $22.12 per share; $22,120 total 5‑year ratable; 20% first vest on Feb 16, 2025

Change‑in‑control, clawbacks, and trading policies (plan‑level):

  • Double‑trigger vesting: Unvested service‑based awards vest on involuntary termination for good reason/without cause following a change‑in‑control; performance awards vest at higher of actual achieved or pro‑rata at target; non‑assumed awards vest at closing .
  • Clawbacks: Awards subject to company clawback policy (Dodd‑Frank §954 and otherwise); insider‑trading and hedging/pledging restrictions apply to awards .

Other Directorships & Interlocks

  • Public company boards: None disclosed for Swiatek .
  • Related party exposure: Board reviewed certain director loans/relationships and deemed independence intact; listed directors with loans do not include Swiatek. No related‑party transactions >$120,000 since Jan 1, 2024 .

Expertise & Qualifications

  • Finance, management, marketing expertise; strong familiarity with CB Financial’s market footprint (Washington County and greater Pittsburgh) .
  • Board qualifications emphasized by Nominating/CG criteria: integrity, time commitment, independence, financial acumen, local market ties .

Equity Ownership

MetricAs of Mar 28, 2025
Total beneficial ownership (shares)25,343
Ownership (%) of outstanding shares<1% (outstanding 5,102,189)
Retirement account shares included6,334
Shares pledged as collateralNone; no pledges disclosed
Outstanding director stock awards1,000 RSAs (time‑vested)

Governance Assessment

  • Strengths: Independent director; chairs Nominating/Corporate Governance and vice‑chairs both Audit and Compensation, indicating high engagement in board effectiveness and oversight . Strong attendance culture (2024) and annual meeting participation; no pledging of shares; no material related‑party transactions; robust plan‑level protections (double‑trigger vesting, clawbacks, hedging/pledging policy) support alignment and governance hygiene .
  • Alignment: Meaningful personal share ownership with additional time‑vested RSAs; director cash/equity mix steady year‑over‑year; non‑employee director equity capped under 2024 plan .
  • Watch items / RED FLAGS:
    • Section 16 filing timeliness: Company disclosed late Form 4 filings for Feb 16, 2023 equity grants affecting multiple directors including Swiatek (administrative compliance lapse) .
    • Board leadership: No designated Lead Independent Director, which may be viewed as a governance gap by some investors despite independent chair/vice chair roles .
    • Insider lending context: Bank maintains director/officer loan portfolio ($18.3m outstanding at year‑end 2024) on market terms; while common for community banks, continued oversight is warranted; Swiatek not listed among directors with loans considered for independence .

Overall, Swiatek’s committee leadership across Audit, Compensation, and Nominating/Corporate Governance and independent status support board effectiveness, with minor administrative compliance clean‑up noted in 2023.