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Thomas G. Fitzgerald, Jr.

Director at CHAIN BRIDGE BANCORP
Board

About Thomas G. Fitzgerald, Jr.

Independent director of Chain Bridge Bancorp, Inc. (CBNA), age 40, serving on the Company’s Board since April 2020 and on the Bank’s Board since January 2024; chairs the Bank’s Asset-Liability Committee and is a member of the Company’s Risk Committee and Governance & Nominating Committee . He is a CFA charterholder with a B.A. in Economics from Stanford University (minors in Classics and Management Science & Engineering), and brings investment management, fixed-income, and corporate finance expertise . The Board affirmatively determined his independence under NYSE rules, notwithstanding his familial relationship to the Chairman (nephew of Peter G. Fitzgerald) .

Past Roles

OrganizationRoleTenureCommittees/Impact
First Bancorp of Durango, Inc.Director; later President2012–2018; President Sep 2017–Sep 2018Managed merger with Triumph Bancorp, Inc.; director at First National Bank of Durango and Bank of New Mexico .
Perry CapitalManaging Director2008–2017Led largest investments in financial institutions; focused on distressed debt across industries .
Lehman Brothers (Financial Institutions Group)AnalystNot disclosedAdvised regional banks during the Global Financial Crisis .

External Roles

OrganizationRoleTenureNotes
Fitzgerald Investment Management Company LLCChief Executive OfficerSince Sep 2018Oversees a single-family office focused on asset allocation and cost-effective strategies .
TF Management LLC (GP of TGF Investments, L.P.)ManagerSince 2018Manages private investments, including TGF’s investments in CBNA .
TGF Jr Investments LLC; Fitzgerald Chronos Fund L.P.; Thomas G. Fitzgerald Jr 2012 Trust; Thomas G. Fitzgerald Jr 2020 TrustInterests/roles as disclosedNot disclosedInvestment and trust vehicles with disclosed interests .

Board Governance

  • Independence: Board determined Thomas G. Fitzgerald, Jr. is independent under NYSE standards, despite being the Chairman’s nephew; all standing committees (Audit, Compensation, Governance & Nominating, Risk) are comprised entirely of independent directors .
  • Committee assignments: Member, Risk Committee; Member, Governance & Nominating Committee (Company). Chair, Asset-Liability Committee (Bank) .
  • Attendance: In 2024, the Board held 4 regular and 4 special meetings; each director attended 100% of Board meetings and at least 75% of their committee meetings .
  • Annual meeting engagement: Attended the 2024 Annual Meeting alongside other directors .
  • Board leadership and independence practices: Roles of Chairman and CEO are separate; no Lead Independent Director—non-management directors meet in regular executive sessions with a rotating presiding director .
  • Director stock ownership policy: Minimum 2,000 CBNA shares required; 3-year grace period for new directors; Board may grant extensions case-by-case .

Fixed Compensation

  • CBNA directors receive cash-only compensation via retainers/meeting fees; no equity-based compensation is provided to directors .
2024 Director Compensation (Thomas G. Fitzgerald, Jr.)Amount ($)
Company fees earned or paid in cash$23,000
Bank fees earned or paid in cash$37,250
Total$60,250
2025 Director Fee Schedule (Company)RateChange vs. 2024
Board meeting fee (per meeting)$2,500
Committee meeting fee (per meeting)$1,000 +$250
Audit Chair annual retainer$5,000 +$2,500
Compensation/Risk/Governance Chair annual retainers$2,500 each
2025 Director Fee Schedule (Bank)RateChange vs. 2024
Non-employee director retainer (annual)$10,000 (paid quarterly)
Board meeting fee (per meeting)$1,500
Committee meeting fee (per meeting)$750
Committee chair annual retainer$2,500
  • Expense reimbursement: Up to $5,000 per year for reasonable Board-service expenses .

Performance Compensation

ElementDetails
Equity awards (RSUs/PSUs/Options)None; directors receive no equity-based compensation .
Performance-linked director payNone disclosed; director pay is via fixed/stipend and meeting fees .

Other Directorships & Interlocks

EntityRoleStatus
Chain Bridge Bancorp, Inc.DirectorCurrent .
Chain Bridge Bank, N.A.Director; Chair, Asset-Liability CommitteeCurrent .
First National Bank of Durango; Bank of New MexicoDirectorPrior .
  • Familial interlock: Nephew of Chairman Peter G. Fitzgerald; Board concluded independence remains intact under NYSE rules .
  • Investment interlock: Manager of TF Management LLC (GP of TGF Investments, L.P.), which holds CBNA shares; beneficial ownership reflects these interests with appropriate disclaimers .

Expertise & Qualifications

  • CFA charterholder; Stanford Economics graduate with minors in Classics and Management Science & Engineering .
  • Deep investment management and fixed-income analysis background; financial statement analysis and corporate finance proficiency .
  • Banking leadership experience, including directing a bank holding company merger .

Equity Ownership

Holding DetailSharesNotes
Class A common stock (jointly)2,504Jointly owned with spouse .
Class B common stock (direct)7,310Direct .
Class B common stock (joint)17,000Jointly with spouse .
Class B common via TGF Investments, L.P.189,040May be deemed to have voting/investment power as co-manager of GP; disclaims beneficial ownership except to extent of pecuniary interest .
Total Class B reported213,3506.20% of Class B; 5.69% of total voting power .
Convertible featureClass B convertible 1:1 into Class APer Certificate of Incorporation terms .
Ownership guidelinesMinimum 2,000 shares requiredThomas G. Fitzgerald, Jr. exceeds guideline .
Pledging/HedgingProhibited; none to Co.’s knowledgeInsider Trading Policy prohibits pledging/hedging; none reported across directors/executives .

Governance Assessment

  • Signals of effectiveness/engagement: 100% Board meeting attendance and robust committee participation; regular executive sessions among non-management directors; separate Chair/CEO roles .
  • Shareholder support: Thomas G. Fitzgerald, Jr. received strong re-election support at the 2025 Annual Meeting (see table below) .
  • Alignment: Significant beneficial ownership (including interests via TGF Investments) and compliance exceeding director ownership guidelines; no pledging/hedging .
  • Potential conflicts and mitigants:
    • Familial relationship to Chairman and substantial family voting power under dual-class structure—Board explicitly evaluated and affirmed independence; committees are fully independent; an independent special committee (excluding family-affiliated directors) oversaw the 2024 reclassification/dual-class IPO process .
    • Ordinary-course related-party banking relationships are governed by Regulation O and the Company’s Related Party Transactions Policy; $8.6 million aggregate related credits outstanding were on market terms with no adverse classifications reported .
  • RED FLAGS to monitor:
    • Dual-class control concentrated among Fitzgerald Family members (majority combined voting power) .
    • Familial ties on the Board (Chairman’s nephews) despite independence determinations .
2025 Director Election Result (June 18, 2025)ForAgainstAbstainBroker Non-Votes
Thomas G. Fitzgerald, Jr.30,632,256.4198,016.0034,000.00623,333.59

Notes: CBNA did not present a Say‑on‑Pay proposal at the 2025 Annual Meeting; Proposal 2 (auditor ratification) passed with 31,386,367 For votes . Directors receive no equity-based compensation; executive clawback policy applies to incentive-based compensation for executive officers, not directors .