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Jeffrey D. Miller

Executive Vice President and Chief Financial Officer at DONEGAL GROUP
Executive

About Jeffrey D. Miller

Jeffrey D. Miller serves as Executive Vice President and Chief Financial Officer of Donegal Group Inc. (DGICA) and is a named executive officer in the company’s proxy statements. His continuous service as EVP & CFO is documented across multiple 10-K certifications from 2015 through 2024, evidencing long-tenured financial leadership at DGICA . DGICA’s operating performance during his recent tenure inflected positively in 2024: total revenues grew 6.7% year over year to $989.6 million and net income rose to $50.9 million from $4.4 million in 2023, while the combined ratio improved to 98.6 from 104.4 and the Class A TSR value rose to 130.65 (from a $100 base at 12/31/2019) .

Past Roles

OrganizationRoleYears (documented)Strategic impact
Donegal Group Inc.Executive Vice President & Chief Financial Officer2015–2024 (documented across SEC filings)Principal financial officer; SEC 10‑K certification signatory underscoring responsibility for fair presentation of financial condition and results

External Roles

OrganizationRoleYearsStrategic impact
Donegal Mutual Insurance CompanyDirectorCurrent as of 2024Governance role at DGICA’s controlling affiliate; receives director fees and restricted stock via Donegal Mutual’s board service

Fixed Compensation

Multi-year compensation elements for Miller (USD):

Metric202220232024
Base Salary$618,000 $643,000 $643,000
Annual Cash Bonus (AIP)$157,443 $0 $466,175
Long-Term Cash Bonus (3-yr plan)$92,614 $0 $0
Option Awards (grant-date FV)$31,080 $31,710 $31,020
Stock Awards$7,145 $7,100 $6,995
All Other Compensation$108,575 $110,300 $111,425
Total Compensation$1,014,857 $792,110 $1,258,615

Notes:

  • Management withheld AIP bonuses for 2023 across NEOs due to plan thresholds; AIP resumed in 2024 on improved performance .

Performance Compensation

2024 Annual Incentive Plan (AIP) structure and outcomes:

MetricWeightThresholdTargetMaximum2024 Actual
Commercial Lines Premium Growth15% 0.5% 2.0% 3.5% 4.3%
Adjusted Statutory Combined Ratio65% 100.0% 97.0% 94.0% 96.9%
Operating Return on Equity20% 7.5% 9.0% 10.5% 8.6%
  • Vesting/Equity: On December 19, 2024, Miller received 22,000 stock options (5-year term) at $15.76, vesting in three equal annual cumulative installments beginning July 1, 2025 .
  • Payout: Miller’s 2024 AIP payout was $466,175, reflecting achievement primarily on commercial lines growth and underwriting results .
  • Long-term plan: 2023–2025 cash LTIP tied to average adjusted statutory combined ratio; must be employed on 12/31/2025 to receive payout .

Option exercise activity (2024):

Item2024
Options exercised85,000 shares
Value realized on exercise$106,920

Equity Ownership & Alignment

Ownership and awards as of March 3, 2025 / December 31, 2024:

ItemDetail
Beneficial ownership – Class A129,715 shares (less than 1% of Class A outstanding)
Beneficial ownership – Class B584 shares
Options exercisable (within 60 days of 3/3/2025)66,000 Class A shares
Outstanding options (12/31/2024)Exercisable: 24,000 @ $14.43 (exp. 12/17/2025); 21,000 @ $14.39 (12/16/2026); 14,000 @ $14.09 (12/15/2027); 7,000 @ $13.87 (12/21/2028). Unexercisable: 7,000 @ $14.09 (12/15/2027); 14,000 @ $13.87 (12/21/2028); 22,000 @ $15.76 (12/19/2029)
Unvested stock awards500 Class A shares (market value $7,735 at 12/31/2024)
Hedging/PledgingCompany and Donegal Mutual have an insider trading policy, but no anti-hedging policy; no specific pledging disclosures noted

Signal watch:

  • Upcoming vesting (July each year 2025–2027) on 22,000 options may create periodic sell pressure around vest dates, subject to personal decisions and blackout windows .

Employment Terms

Key contractual terms for Miller’s employment and potential separation economics:

ProvisionDetails
Agreement termInitial 42-month term for Burke and Miller; auto-renews annually; current term for Miller expires March 31, 2026
ParticipationEligible for AIP and LTIP; standard benefits; minimum base salary floor per agreement
Non-compete / Non-solicitNon-compete for two years post-termination; includes confidentiality and non-solicitation provisions
Change-of-Control (CoC) definitionIncludes >25% voting power acquisition; certain mergers; sale substantially all assets; board composition change per defined tests
CoC severance triggerIf terminated within 12 months after a CoC, by company without cause, or by executive with or without Good Reason, severance is paid
Severance multiple36 months of base salary; plus additional 6 months for Burke and Miller (paid after initial 36 months)
Benefits continuationCompany-paid medical/health/disability/life premiums for 36 months (assumes no premium rate increase)
Excise tax gross-upCompany obligated to pay any excise taxes in respect of parachute payments (shareholder-unfriendly)
ClawbackNot specifically disclosed in proxy narrative

Estimated amounts potentially payable to Miller as of 12/31/2024 (illustrative assumptions in proxy):

EventSeverance Benefits ($)Stock Options ($)Other Benefits ($)Total ($)
Voluntary Termination78,160 78,160
Involuntary-for-Cause78,160 78,160
Involuntary (without Cause)2,250,500 78,160 51,819 2,380,479
Change-in-Control + termination2,250,500 78,160 51,819 2,380,479

Performance & Track Record

Company-level outcomes that underpin incentive pay linkages:

Metric202220232024
Total Revenues ($mm)$848.2 $927.3 $989.6
Net Income ($mm)($2.0) $4.4 $50.9
Combined Ratio (%)103.3 104.4 98.6
Class A TSR value ($100 base at 12/31/2019)109.16 112.65 130.65

Context:

  • Pay-for-performance: AIP is tied to commercial lines growth, underwriting profitability (adjusted statutory combined), and operating ROE; LTIP is tied to multi-year adjusted statutory combined ratio .
  • 2024 improvement drove AIP payouts after 2023 plan thresholds were not met (no NEO bonuses for 2023) .

Compensation Structure Analysis

  • Mix shift and alignment: 2024 compensation is more cash-heavy vs 2023 (AIP restored on stronger underwriting and growth), while equity grant values remained consistent YoY, indicating leverage to operating performance rather than equity re-pricing .
  • Options, not RSUs/PSUs: Long-term equity is delivered via 5-year options vesting over 3 years; company policy does not reprice options without stockholder approval (mitigates repricing risk) .
  • Governance flags: Employment agreements include excise tax gross-ups and allow executive-initiated termination within 12 months of CoC to receive severance; company has not adopted an anti-hedging policy (potential misalignment risk) .

Compensation Peer Group (for benchmarking)

For 2024 compensation review, the company referenced: Cincinnati Financial, Erie Indemnity, The Hanover Insurance Group, Horace Mann Educators, Kemper, ProAssurance, RLI, Selective Insurance Group, and United Fire Group .

Say-on-Pay & Shareholder Feedback

  • In 2023, DGICA held say‑on‑pay and frequency votes; as a controlled company (Donegal Mutual holding ~71% of combined voting power), the proxy indicated Donegal Mutual would support three‑year frequency and approve say‑on‑pay; specific approval percentages were not disclosed in the proxy .

Risk Indicators & Red Flags

  • Excise tax gross-up on golden parachutes (shareholder-unfriendly) .
  • No anti‑hedging policy adopted (potential misalignment) despite existence of insider trading policy and procedures .
  • Controlled company structure reduces external governance pressure; majority voting power by Donegal Mutual influences outcomes including say‑on‑pay .

Investment Implications

  • Incentive design is tightly coupled to underwriting profitability and growth; 2024 payouts appear supported by improved combined ratio and revenue growth, suggesting alignment in upcycles .
  • Watch near-term insider supply: sizable option exercises in 2024 and a three‑year vesting ramp (2025–2027) could create episodic selling pressure, although subject to policy windows .
  • Governance discount likely persists: excise tax gross‑ups, permissive CoC severance triggers, and lack of anti‑hedging policy may weigh on governance quality assessments even as performance improves .
  • Tenured CFO continuity is a positive for execution; multi‑year documentation of his CFO role aligns with the 2024 operating rebound, but investors should monitor 2025–2026 LTIP outcomes tied to sustained underwriting profitability .