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David Patton

Director at DXP ENTERPRISES
Board

About David Patton

Independent director of DXP Enterprises since 2016; age 75. Retired Partner and Chair-Emeritus of the Energy Practice Group at Locke Lord LLP (career began in 1977; retired December 2024). Core credentials: legal expertise in oil & gas transactions, corporate governance, risk management, and compensation/incentives; currently chairs DXP’s Compensation Committee and serves on Audit, Nominating & Governance, and IT/Cybersecurity Committees .

Past Roles

OrganizationRoleTenureCommittees/Impact
Locke Lord LLPPartner; Chair-Emeritus, Energy Practice Group1977–Dec 2024Led legal work across acquisitions/sales of oil & gas assets and equity interests; negotiated leases/contracts; frequent industry speaker; active in Rocky Mountain Mineral Law Foundation and State Bar of Texas

External Roles

OrganizationRoleTenureNotes
Rocky Mountain Mineral Law FoundationActive member/speakerNot disclosedFrequent speaker on oil & gas issues
State Bar of TexasActive memberNot disclosedLegal community engagement
Other public company boardsNo other public company directorships disclosed

Board Governance

  • Independence: Board determined Patton (and all non-employee directors) are independent under NASDAQ standards; all Board committees are composed solely of independent directors .
  • Committee assignments and chair roles: Compensation (Chair), Audit, Nominating & Governance, and IT/Cybersecurity; all committees held meetings in 2024 (Audit 4; Compensation 4; Nominating & Governance 4; IT/Cybersecurity 2) .
  • Attendance: Board met 4 times in 2024; each director attended all Board and committee meetings of which they were a member .
  • Executive sessions: Non-management directors hold executive sessions at least four times a year, chaired by the Audit Committee Chair .
  • Leadership structure: No Lead Independent Director; CEO serves concurrently as Board Chair; Board cites majority-independent composition and all-independent committees as counterbalances .
  • Majority voting standard: Majority voting in uncontested director elections; process for director resignation if not receiving majority support .

Fixed Compensation

ComponentStructure/Amount2024 Patton ActualNotes
Annual cash retainer$55,000Included in “Fees Earned”Board raised annual fee, chair fees, and RS awards by 10% effective July 31, 2024
Committee chair fee (Compensation)$11,000Included in “Fees Earned”Chair fees per committee schedule
Committee membership feesIncluded in annual structureIncludedAll committees independent; Patton serves on four committees
Board meeting fee$13,750 per quarterly meetingIncludedQuarterly meeting fee paid to independent directors
Restricted stock grant$82,500 grant value per director (shares = $82,500 ÷ close on July 1)1,862 shares granted 7/1/2024; vests 1 yearRSAs vest on first anniversary; no dividends accrue prior to vesting
IndemnificationStandard director indemnification agreementsAppliesCompany has indemnification agreements with each director
2024 Fees Earned (cash)$63,000Director compensation table
2024 Stock Awards (fair value)$82,500Director compensation table

Performance Compensation

NEO pay program metrics overseen by Patton as Compensation Committee Chair:

  • Short-term bonus: Performance-based cash tied to Normalized EPS and Normalized EBITDA for 2024 .
  • Long-term incentives: Equity awards linked to EBITDA targets (e.g., FY2024 target $180M or ≥3.3% YoY growth), with threshold and payout schedule below .
Metric/Plan ElementFY2024 Target/DesignThreshold/Payout Schedule
STBI (Cash)Normalized EPS; Normalized EBITDADetermined annually by Committee
LTI (Equity RSAs)EBITDA target $180M or ≥3.3% YoY growth70% of target → 50%; 80% → 75%; 90% → 90%; 98% → 100%; 105% → 110%; 115% → 125%; 125% → 150%; 135% → 200%

Committee practices and safeguards:

  • Independent consultant NFP Compensation Consulting (formerly Longnecker) engaged; assessed independence and advised on market competitiveness .
  • Best-practice policies include heavy variable pay, quantitative goals, annual say-on-pay, clawbacks, and no overlapping metrics across ST/LT programs .
  • Clawback policies: Board-level guidelines plus NASDAQ-compliant policy for restatements and misconduct .

Other Directorships & Interlocks

ItemStatus
Other public company boardsNone disclosed
Compensation Committee interlocksNone; no relationships requiring disclosure

Expertise & Qualifications

  • Legal (oil & gas), corporate governance, risk management, compensation/incentives, general management .
  • Board skills matrix reflects governance, risk, and strategic capabilities at Board level .

Equity Ownership

HolderShares Beneficially Owned% of Shares OutstandingRSAs Outstanding (12/31/2024)
David Patton (Director)23,427* (<1%)23,427

Policy context:

  • Restricted transactions: Directors/officers prohibited from short sales, puts/calls; pledging allowed only with CFO approval and aggregate cap of 10% of outstanding shares across directors/executives .

Governance Assessment

Strengths:

  • Independent, experienced Compensation Committee Chair; engages independent consultants; strong pay-for-performance construct (STBI: EPS/EBITDA; LTI: EBITDA targets) .
  • Full meeting attendance and active participation across four committees; all committees independent .
  • Robust clawback framework (Board guidelines and NASDAQ-compliant policy) .
  • High say-on-pay support in 2024 (over 91% approval; common shares for/against/abstentions disclosed), indicating investor confidence in compensation oversight .

Watch items / RED FLAGS:

  • No Lead Independent Director while CEO is also Board Chair; relies on structural counterbalances (independent committees, executive sessions) but may reduce independent counterweight optics .
  • Tax gross-up inconsistency: “We do not allow tax gross-ups” policy noted, yet CEO’s legacy employment agreement includes a Section 4999 excise tax gross-up—shareholder-unfriendly provision persisting under current oversight; as Compensation Chair, Patton should consider rectifying legacy terms .
  • Pledging policy permits director/executive pledging (with approval) up to 10% aggregate—less stringent than outright prohibitions at peers; monitor for any pledging activity (none specifically disclosed for Patton) .
  • Section 16 timeliness: Patton filed one late Form 5 for 2024 (and other insiders had late filings)—process rigor should be maintained to avoid repeat .
  • Director attendance at annual shareholder meeting is not required; only one director attended last meeting—optics risk for shareholder engagement (not specific to Patton) .

Say-on-Pay & Shareholder Feedback:

  • 2024 Say-on-Pay: Over 91% approval; common shares cast “for” 12,093,392; “against” 1,041,539; “abstain” 28,462; preferred shares voting supported the proposal. Compensation Committee maintained program structure while monitoring investor policies .

Related-Party Transactions:

  • Multiple related-party arrangements involve CEO/family (leases, employment), but no related-party transactions disclosed for Patton; Audit Committee reviews/approves such transactions under written policies .

Insider Trades and Ownership Alignment:

  • Beneficial ownership under 1%; alignment via annual time-based RSAs (vest at one year). No options disclosed for directors; RSAs do not accrue dividends pre-vesting . Patton filed one late Form 5 in 2024 .

Executive Sessions & Risk Oversight:

  • Executive sessions at least quarterly, chaired by Audit Chair; Board and committees oversee financial, compensation, cybersecurity, and governance risks; Patton contributes across all four committees .

Overall: Patton brings deep legal/governance rigor and chairs an active, independent compensation committee with structured performance metrics. Key governance optics to monitor include lack of a Lead Independent Director, legacy CEO gross-up provision, permissive pledging policy, and Section 16 timeliness controls .