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Richard J. Dutton

Senior Vice President at CIVISTA BANCSHARES
Executive

About Richard J. Dutton

Senior Vice President of Civista Bancshares, Inc. since 2006 and Executive Vice President, Chief Operating Officer of Civista Bank since 2013; age 62 as of the 2025 annual meeting. He led Civista’s expansion into tax refund program financial services and received discretionary bonuses for that initiative in 2022–2023; the program was discontinued effective January 1, 2024 . Company performance used in pay-for-performance includes 2024 net income of $31.683 million, a 2024 TSR value of $102.04 on a $100 base, and total loan growth of $3,081,895 thousand; Civista benchmarks equity incentives to relative TSR and ROAE versus a Midwest peer group . Education is not disclosed in the proxy; background presented focuses on positions and operating experience .

Past Roles

OrganizationRoleYearsStrategic Impact
Civista Bancshares, Inc.Senior Vice President2006–presentCorporate executive leadership supporting bank operations
Civista BankExecutive Vice President, Chief Operating Officer2013–presentOperational execution, enterprise process oversight
Civista BankSenior Vice President2006–2012Senior operating management
CIVB Risk Management, Inc. (subsidiary)Director2017–presentRisk management oversight at insurance subsidiary

External Roles

OrganizationRoleYearsNotes
Not disclosedProxy lists internal executive roles; no external directorships disclosed

Fixed Compensation

Multi-year reported compensation (USD):

Metric202220232024
Base Salary$278,789 $294,797 $306,577
Discretionary Bonus (Tax Refund Program)$40,500 $40,500 $0
Stock Awards (Grant-Date Fair Value)$54,535 $83,642 $30,958
Non-Equity Incentive Plan Compensation (Cash)$111,515 $83,015 $116,722
Change in SERP Present Value$35,899 $61,776 $603,783
All Other Compensation$14,570 $32,339 $29,185
Total Compensation$535,808 $596,069 $1,087,225

Bonus cap structure for 2024 (as % of base salary):

ExecutiveTotal MaxMax EquityMax Cash
Richard J. Dutton70% 30% 40%

Performance Compensation

2024 incentive design and outcomes:

MetricWeightingTargetActual AssessmentPayout TreatmentVesting Terms
Cash: Net Income25% $30,607,000 Between target and maximum; actual net income $31,683,000 Included toward cash payout N/A (cash)
Cash: Efficiency Ratio25% 68.5% Between target and maximum Included toward cash payout N/A (cash)
Cash: Total Loans (Booked/Sold)25% $3,138,363,000 Exceeded maximum Included toward cash payout N/A (cash)
Cash: Core Deposits (excl. brokered/tax refund)25% $2,502,756,000 Exceeded maximum Included toward cash payout N/A (cash)
Equity: Relative TSR (3-yr avg)65% 50th percentile Below threshold Committee discretion paid between threshold and target Restricted stock vests 3 years (1/3 each year starting Jan 2026)
Equity: Relative ROAE (3-yr avg)35% 50th percentile Between threshold and target Paid per formula between threshold and target Restricted stock vests 3 years (1/3 each year starting Jan 2026)

Individual payout summary (% of base salary):

YearTotal Payout % of SalaryEquity Portion of Payout
202328.2% cash + 10.5% equity Equity grants vest over 3 years beginning Jan 2025
202454.2% total for Dutton 17.9% of payout paid in restricted shares; remainder cash

Plan governance:

  • Hedging/margin and short-term trading prohibited; pre-clearance and trading windows enforced .
  • Clawback policy adopted (2018; amended 2023) aligned to SEC/Nasdaq rules; recoups excess incentive comp for restatements across prior 3 years .

Equity Ownership & Alignment

Beneficial ownership and breakdown:

HolderTotal SharesNotes
Richard J. Dutton29,344 21,381 held directly incl. 2,606 restricted (1,941 vest Jan 2, 2026; 665 vest Jan 4, 2027); 7,109 held in IRA

Unvested restricted stock at 12/31/2024:

Grant DateUnvested SharesVesting DetailsMarket Value at 12/31/2024
Feb 16, 2022742 Fully vested Jan 2, 2025 $15,612
Feb 16, 20232,552 Half vested Jan 2, 2025; remaining vest Jan 2, 2026 $53,694
Feb 20, 20241,996 1/3 vested Jan 2, 2025; remaining vest Jan 2, 2026 and Jan 4, 2027 $41,996

Additional alignment considerations:

  • Ownership <1% of shares outstanding (indicated by “*”) .
  • No stock options outstanding; company has not granted options in more than 15 years .
  • No pledging disclosed for Dutton; hedging and margin purchases prohibited by policy . Example pledge disclosure applies to another director, not Dutton .

Potential near-term selling pressure catalysts:

  • Scheduled vesting dates: Jan 2, 2026 (remaining 2023 grant and portion of 2024 grant) and Jan 4, 2027 (final 2024 tranche); subject to trading windows and pre-clearance .

Employment Terms

Change-in-control and severance economics:

ProvisionTerms
Agreement termInitial term through Dec 31, 2025; auto-renews yearly unless non-renewal notice by Jan 1 of expiring term
TriggerDouble-trigger: benefits only if terminated within 24 months post-change-in-control
Retention bonus1.5x the sum of annual salary plus average cash bonus and grant-date value of equity awards over prior 3 years
Employment period post-CIC24 months; compensation and benefits not materially less favorable than pre-CIC
Severance on termination under CICLump-sum equal to prior year base plus cash value of non-salary comp, plus 18 months COBRA premiums; non-compete and non-solicit for 12 months
Confidentiality/non-solicitConfidentiality of non-public info; non-solicit customers and employees for 12 months

Illustrative potential payments at 12/31/2024:

ScenarioKey Amounts (USD)
Termination without cause under CICRetention bonus $732,835; Severance $420,550; COBRA $57,408; Value of stock $111,302; SERP present value $1,120,842 (payable over 10 years at $112,084 annually); Total $2,442,937
DeathSplit-dollar life insurance $1,276,205; Group term life $200,000; Value of stock $111,302; Total $1,587,507
DisabilityLong-term disability $480,000; SERP $1,120,842; Total $1,600,842

Retirement benefits:

  • SERP present value: $1,120,842; 10-year payout upon separation; early/late retirement rules updated effective Jan 1, 2024 .

Compensation Peer Group and Benchmarking

  • Peer group used for 2024 decisions included 16 Midwest banks (e.g., BankFinancial, Citizens Financial Services, CNB Financial, Independent Bank, Mercantile Bank, Peoples Bancorp) selected within $1.5–$7.2B assets; analysis supplemented by CompAnalyst market data .
  • Target positioning: base salaries targeted to 50th percentile; total cash and total compensation compared to the 75th percentile .
  • Annual bonus performance measures selected early each year; committee retains discretion and adjusted 2025 equity mix to 50% outright grant / 50% performance-based in ROTCE, EPS, TSR .

Say-on-Pay & Shareholder Feedback

  • 2024 say-on-pay received majority approval; committee viewed results as supportive of compensation philosophy and policies .

Investment Implications

  • Pay-for-performance alignment: Dutton’s 2024 payout at 54.2% of salary reflects strong cash performance (loans and deposits above maximum) with equity moderated due to relative TSR below threshold; equity portion vests over three years, supporting retention and long-term alignment .
  • Retention and change-in-control: Double-trigger CIC with 1.5x salary+bonus+equity average retention bonus and meaningful severance suggests retention protection but limits excess; 12-month non-compete/non-solicit lowers transition risk and overhang .
  • Ownership and selling pressure: Unvested tranches scheduled in 2026 and 2027 could create episodic supply, but strict insider trading policies and windows mitigate opportunistic sales; no pledging disclosed for Dutton reduces alignment risk .
  • Governance controls: Clawback policy compliant with SEC/Nasdaq and hedging prohibitions are positives; committee exercised discretion on equity in 2024 TSR, which bears monitoring for consistency in future cycles .