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Jeremy Wegner

Senior Vice President and Chief Financial Officer at Chatham Lodging Trust
Executive

About Jeremy Wegner

Jeremy Wegner, 49, is Senior Vice President and Chief Financial Officer of Chatham Lodging Trust (CLDT). He joined CLDT on June 1, 2015 after a 17-year investment banking and corporate development career, including roles at Starwood Hotels & Resorts, Barclays Capital, Lehman Brothers, and Credit Suisse; he holds a B.A. in Economics from Brown University (1998) . Company performance context under the current program includes 2024 RevPAR growth of ~3% vs industry 1.8%, GOP margins ~43%, AFFO/share of $1.09 (above $1.01 target), and leverage reduced to 23%; three-year TSR values per the pay-versus-performance framework were $59.73 (2020), $75.88 (2021), $68.25 (2022), $61.32 (2023), $51.82 (2024) on a $100 initial value basis .

Past Roles

OrganizationRoleYearsStrategic impact
Chatham Lodging TrustSVP & Chief Financial Officer2015–presentLeads capital markets, M&A, financing, and financial reporting; prior track record in >$50B of M&A and equity/debt financings .
Starwood Hotels & ResortsVice President, M&AJul 2012–May 2015Identified and executed M&A/divestitures for a leading global hotel company .
Barclays Capital (REIB)Senior Vice PresidentSep 2008–Jun 2012Senior coverage in lodging real estate investment banking .
Lehman Brothers (REIB)Senior Vice PresidentOct 2001–Sep 2008Lodging sector coverage for >6 years during significant industry cycles .
Credit SuisseAnalyst (Investment Banking)1998–2001 (transition to Lehman Oct 2001)Early-career investment banking foundation; began in 1998 .

External Roles

No external public company directorships or committee roles for Mr. Wegner are disclosed in the latest proxy .

Fixed Compensation

Item202220232024Notes
Base salary ($)325,000325,000325,000No salary increases since 2022 .
Annual bonus opportunity – Threshold (% of salary)50%50%50%Applies to CFO .
Annual bonus opportunity – Target (% of salary)100%100%100%Applies to CFO .
Annual bonus opportunity – Maximum (% of salary)150%150%150%Applies to CFO .
Actual annual bonus ($)462,000317,052380,000CFO bonuses as reported .

Performance Compensation

2024 Annual Cash Bonus Scorecard (Company framework)

MetricWeightThresholdTargetMaximumCalculated
Room Revenue ($M)20%285.70289.60293.50288.60
Gross Operating Profit ($M)20%127.70131.70135.70133.60
Adjusted FFO per share ($)20%0.931.011.081.09
Discretionary (score 1–5)20%1352.5 (below target due to stock price performance) .
Individual performance (score 1–5)20%1354.1–4.38 range across NEOs .

Outcome for Wegner: 117% of target; paid $380,000 on $325,000 salary .

Long-Term Incentives (LTIP Units)

Structure: 40% time-based LTIP units (3-year ratable vesting); 60% performance-based Class A Performance LTIP units (3-year relative TSR vs Lodging/Resort/NAREIT peers at 25th/55th/80th percentiles for 50%/100%/200% payout; negative absolute TSR modifier reduces by 25 points if absolute TSR is negative) .

Grant Year (award timing)Time-based LTIPs (units)Performance LTIPs – Target (units)Vesting schedulePerformance metric and notes
2024 (granted Mar 1, 2025)39,60659,406Time-based vest ratably on Feb 28, 2025–2027; perf vests on Feb 28, 2028Relative TSR vs NAREIT constituents; price base $8.08; negative TSR modifier applies .
2023 (granted Mar 1, 2024)31,37447,059Time-based vest ratably on Mar 1, 2025–2027; perf vests on Feb 28, 2027Relative TSR; price base $10.20 .
2022 (granted Mar 1, 2023)26,20839,312Time-based vest ratably on Mar 1, 2023–2025; perf vests on Feb 28, 2026Relative TSR; price base $12.21 .

Historical performance award outcomes (context): The 2021 cycle paid at 63.9% of target; 2020 at 85.7%; 2019 at 120% (varies by relative TSR cohort) .

Distribution policy on unvested performance LTIPs: 10% current distribution with 90% catch-up on vesting for earned awards; time-based LTIPs receive distributions equivalent to common dividends while unvested .

Equity Ownership & Alignment

Beneficial Ownership and Pledging

HolderBeneficially owned shares/units% of classNotes
Jeremy Wegner (CFO)311,799<1%Includes 302,850 LTIP units; no pledging by any trustee or executive officer .

Stock ownership guidelines: CFO required to hold equity equal to 2x base salary; all executive ownership requirements were met as of filing .

Unvested/Unearned Awards (as of Dec 31, 2024)

TypeUnitsValuation basis
Time-based LTIPs unvested7,758 (2022 grant), 17,472 (2023 grant), 31,374 (2024 grant)Market value calculated at $8.95 per unit in the table .
Performance-based LTIPs unearned (maximum)34,909 (2022 grant), 39,312 (2023 grant), 47,059 (2024 grant)Maximum potential units per grant; vesting subject to relative TSR outcomes .

Hedging/pledging: Company policy prohibits hedging and pledging of company stock .

Employment Terms

  • Agreement: Initial 3-year term (2015) with automatic 1-year renewals unless notice is given 30+ days before term end .
  • Severance (no gross-up; best-net cutback): If terminated without cause or for good reason, CFO receives 1x base salary + 1x highest bonus from prior 3 years + pro-rata current-year bonus + 1x benefits; increases to 2x in change-in-control window (within 90 days before or on/after a CIC) or upon good reason after a CIC; all subject to double-trigger equity vesting (CIC plus qualifying termination) for grants from Mar 1, 2023 onward .
  • Potential payments (as of Dec 31, 2024):
    • Involuntary without cause: $1,574,000 cash severance; $21,144 benefits; $1,592,062 equity acceleration = $3,187,206 total .
    • CIC + qualifying termination: $1,574,000 cash; $42,288 benefits; $1,592,062 equity acceleration = $3,208,350 total; double-trigger applies .
  • Clawback: SEC-compliant clawback policy covering incentive compensation regardless of fault in the event of a restatement .

Compensation Structure Highlights (pay-for-performance levers)

  • Cash vs equity mix: Majority of NEO target pay delivered in equity; 60% of equity is performance-based (relative TSR) with negative absolute TSR modifier; no stock options granted .
  • Annual bonus metrics (2024): Room Revenue, Gross Operating Profit, and AFFO/share each 20% weighting; discretionary and individual components 20% each; Wegner paid at 117% of target .
  • Peer benchmarking and governance: Independent consultant (Ferguson Partners), size-adjusted peer group; double-trigger CIC vesting; anti-pledging; ownership requirements (CFO 2x salary); no tax gross-ups .

Say-on-Pay & Shareholder Feedback

  • Say-on-Pay approval in 2024: ~98% of votes cast supported executive compensation .
  • Shareholder outreach included focus on debt refinancing, asset recycling, tech-market exposure, and ESG; the company reported deleveraging and capital recycling progress alongside improved tech-market RevPAR trends .

Investment Implications

  • Alignment: Wegner’s pay design leans heavily on multi-year relative TSR with a negative absolute TSR safeguard, plus ownership guidelines met—supporting alignment with shareholders and moderating windfalls in down markets .
  • Retention and selling pressure: Significant outstanding time-based and performance-based LTIPs vest ratably through 2027–2028; distributions on time-based LTIPs and 10% accrual on performance LTIPs before vesting provide holding incentives while limiting immediate selling pressure; no pledging allowed .
  • Contract economics and risk: CFO severance is market-standard (1x/2x with CIC uplift) with double-trigger equity vesting and no excise tax gross-ups, reducing entrenchment risk while providing reasonable retention protections .
  • Execution track record: 2024 outperformance on AFFO/share vs target, strong GOP margin control, and deleveraging amid mixed TSR suggest disciplined financial execution; bonus paid at 117% reflects the formulaic scorecard outcomes and individual goal attainment .