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Jennifer Gerold

Chief Financial Officer at CREDITRISKMONITOR COM
Executive

About Jennifer Gerold

Jennifer Gerold, CPA, is Chief Financial Officer of CreditRiskMonitor.com, Inc. (appointed May 23, 2024; joined the company as Chief Monetization Officer in February 2024). She is 52 and brings nearly 30 years of corporate finance experience across EY Strategy & Transactions (Managing Director 2020–2024; Senior Manager 2016–2020) and prior roles at Credit Suisse, Merrill Lynch, and Bear Stearns, with an MBA from Chicago Booth and a BS from Babson; she also holds CGMA and CAIA designations . Company performance context: value of a $100 TSR “investment” measured by the company’s PVP table was $97 (2023) rising to $130 (2024) , while revenue increased from $18.93M (FY23) to $19.81M (FY24) and EBITDA decreased from $1.88M (FY23) to $1.65M (FY24)* .

MetricFY 2023FY 2024
Revenues (USD)$18,931,931 $19,809,881
EBITDA (USD)$1,875,863*$1,651,538*

Values marked with * retrieved from S&P Global.

TSR (Value of $100)202220232024
Total Shareholder Return$142 $97 $130

Past Roles

OrganizationRoleYearsStrategic Impact
CreditRiskMonitor.com, Inc.Chief Financial OfficerAppointed May 23, 2024Finance leadership during SaaS growth focus
CreditRiskMonitor.com, Inc.Chief Monetization OfficerFeb 2024–May 2024Monetization strategy initiatives
Ernst & Young U.S. LLPManaging Director, Strategy & Transactions2020–2024Led M&A and capital markets advisory
Ernst & Young U.S. LLPSenior Manager, Strategy & Transactions2016–2020Transaction advisory
Credit Suisse; Merrill Lynch; Bear StearnsInvestment banking/asset management rolesCapital markets and IB experience

External Roles

  • None disclosed: No public company directorships, committee roles at other issuers, or non-profit/academic boards were disclosed in the proxy or 8-Ks for Ms. Gerold .

Fixed Compensation

YearBase SalaryTarget Bonus %Actual Bonus PaidNotes
2024$176,790 Not disclosed$40,000 (paid subsequent year) Partial-year CFO; SCT values reflect fiscal-year compensation
2024 (Appointment terms)$200,000 annual rate Eligible for bonusNot applicableDisclosed on appointment; eligibility for equity and bonus at year-end reviews
2023Not an executive officer at year-end 2023
  • The 8-K sets ongoing base salary at $200,000 while the proxy’s SCT shows actual 2024 cash paid given partial-year service and timing of bonuses .

Performance Compensation

Incentive TypeMetric(s)WeightingTargetActualPayoutVesting
Annual Cash Bonus (2024)Not disclosedNot disclosedNot disclosedNot disclosed$40,000 Cash; paid subsequent year
Equity Options (grant 3/13/2024)Service-basedGrant-date FV $13,619 Options vest 20% annually beginning 2nd anniversary; full acceleration on change in control

No detailed performance metric framework (e.g., revenue growth, EBITDA, TSR, ESG) or weightings were disclosed for the 2024 bonus; the 8-K states eligibility “in connection with year-end reviews” .

Equity Ownership & Alignment

ItemDetail
Total Beneficial Ownership (as of Jan 31, 2025)None disclosed (“—”)
Ownership as % of OutstandingNot listed for Ms. Gerold (table shows “—”)
Options Outstanding (12/31/2024)10,000 unexercisable; strike $2.20; expiry 03/13/2032
Options In-the-Money Value (12/31/2024)Closing price $3.03 implies intrinsic value per option ~$0.83; total ~$8,300 for 10,000 unvested options (informational; not realized)
Vested vs Unvested0 exercisable; 10,000 unexercisable as of 12/31/2024
Hedging/PledgingCompany states it does not maintain a policy prohibiting hedging or monetization transactions; no specific pledging prohibition disclosed
Ownership GuidelinesNo executive stock ownership guidelines disclosed

Vesting Schedule for 3/13/2024 Option Grant (10,000 @ $2.20)

  • Plan terms: 2020 Plan awards vest in five annual 20% increments beginning on the second anniversary of grant; full vest on change in control .
  • Implied schedule: 2,000 shares on each of 3/13/2026, 3/13/2027, 3/13/2028, 3/13/2029, 3/13/2030 .

Employment Terms

TermDisclosure
AppointmentCFO effective May 23, 2024; previously Chief Monetization Officer (Feb–May 2024)
Base Salary$200,000 per annum (8-K appointment terms)
Bonus EligibilityEligible for bonus and equity awards in connection with year-end reviews
Severance / Change-of-ControlNot disclosed for cash severance; equity options fully accelerate upon a change in control per plan
ClawbackNot disclosed
Non-Compete / Non-SolicitNot disclosed

Multi-Year Compensation Detail (Named Executive Officer SCT Extract)

YearSalaryBonusOption AwardsAll OtherTotal
2024$176,790 $40,000 $1,097 $217,887
2023

Performance & Track Record (Context)

  • TSR (value of $100): 2022 $142; 2023 $97; 2024 $130 (company-wide PVP disclosure) .
  • Financial trajectory (company): Revenue rose from $18.93M (FY23) to $19.81M (FY24); EBITDA moved from $1.88M (FY23) to $1.65M (FY24)* .
  • Certifications: As CFO/principal accounting officer, Ms. Gerold signed the 2024 Form 10-K SOX 302/906 certifications on March 20, 2025 .

Values marked with * retrieved from S&P Global.

Governance and Risk Indicators

  • Change-in-control equity acceleration: Options vest in full upon a change in control .
  • Hedging/monetization: Company does not prohibit directors, officers, or employees from engaging in hedging/monetization transactions (governance red flag for alignment) .
  • Beneficial ownership concentration: Flum Partners controls 50.5% of shares; Executive Chairman Jerome S. Flum is controlling GP (control dynamic; float considerations) .
  • Insider transactions: No Form 4 filings for Ms. Gerold were located in the dataset for 2024–2025; no insider selling pressure evidenced via Form 4s in this period [ListDocuments: 0 for Form 4].

Equity Grants Detail (2024)

Grant DateInstrumentQuantityStrikeExpirationGrant-Date Fair Value
03/13/2024Stock Options10,000$2.2003/13/2032$13,619

Company closing price on 12/31/2024: $3.03 per share (context for intrinsic value) .

Investment Implications

  • Alignment: Ms. Gerold held no disclosed common stock as of Jan 31, 2025; alignment is primarily via unvested options (10,000), with vesting beginning 2026, which limits near-term selling pressure but also delays equity alignment until vesting commences .
  • Incentive structure: Annual cash bonus was paid for 2024 ($40,000), but no disclosed performance metrics/weightings suggest a discretionary framework; equity mix is option-heavy with service-based vesting and full CIC acceleration, which can amplify upside but does not explicitly tie to operational KPIs .
  • Retention risk: Base salary is modest ($200,000 per 8-K); equity vesting starts at 2-year anniversary, creating medium-term retention hooks (2026–2030). Absence of disclosed severance/CIC cash multiples reduces guaranteed exit economics but options accelerate on CIC, partially offsetting .
  • Governance flags: Lack of a hedging prohibition can weaken long-term alignment; highly concentrated ownership (50.5% held by Flum Partners) implies control dynamics that can dominate governance outcomes independent of management incentives .
  • Trading signals: No Form 4 activity located for Ms. Gerold in 2024–2025 and vesting begins in 2026, indicating low near-term insider selling pressure tied to her awards; watch for any new grants or amendments in upcoming proxies and 8-Ks [ListDocuments: 0 for Form 4] .

Overall, Ms. Gerold’s compensation is modest in cash with a service-vested option grant that begins vesting in 2026; the absence of disclosed performance metrics for bonus and the lack of hedging prohibitions are alignment watchpoints, while no near-term vesting or Form 4s suggest minimal immediate selling pressure .