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HelenBeth G. Vilcek

Director at FIDELITY D & D BANCORP
Board

About HelenBeth G. Vilcek

Independent director since 2020; age 67. Owner of Garofalo Real Estate (property management, Easton, PA). Serves on the board and chairs the audit committee at Bank of Bird‑in‑Hand; original investor with former Premier Bank; past Grand Matron of the Order of Eastern Star (PA). FDBC confirms Nasdaq independence and strong attendance (≥90%) across board and committee meetings .

Past Roles

OrganizationRoleTenureCommittees/Impact
Garofalo Real Estate (Easton, PA)OwnerNot disclosedProperty management leadership
Bank of Bird‑in‑HandDirector; Audit Committee ChairNot disclosedLeads audit oversight at another PA community bank
Order of Eastern Star (PA)Past Grand MatronNot disclosedCommunity leadership
Premier Bank (former)Original investorNot disclosedBanking investment involvement

External Roles

Company/InstitutionRoleCommittee PositionsSector/Notes
Bank of Bird‑in‑HandDirectorAudit Committee ChairPennsylvania community bank; governance/audit leadership

Board Governance

  • Independence: Independent under Nasdaq; no other transactions/relationships identified by the board .
  • Attendance: All directors attended ≥90% of board and committee meetings; eight of nine attended 2024 annual meeting; all anticipated attending 2025 . All directors attended the 2023 annual meeting .
  • FDBC Committees (Company and Bank):
    • Audit Committee (Company): member; met 5 times in 2024 .
    • Governance Committee (Company): member; met 4 times in 2024 .
    • Nominating (Company): all independent directors participate; no separate standing committee .
    • Bank committees: ALCO, Loan, Risk Management, Trust/Investment; see composition table; 2024 meetings: ALCO 4, Loan 22, Risk Mgmt 2, Trust/Invest 4 .
  • Board structure: Separate Chair and CEO; 9 directors; majority independent .

Fixed Compensation

YearCash Retainer and Fees ($)Notes
202473,000Includes $38,000 director bonus paid in Q1 2025; bank pays $8,750 per quarter to non‑employee directors; additional fees apply to Chair and Audit Chair (she is not Audit Chair at FDBC) .
202363,000Includes $28,000 director bonus paid in Q1 2024; same quarterly fee structure .

Performance Compensation

YearGrant DateShares (#)Grant Date Fair Value ($)Vesting ScheduleShares Not Vested (#)
2024Feb 20241,25058,70033⅓% per year over 3 years, ending Feb 20273,184
2023Feb 20232,00098,86033⅓% per year over 3 years, ending Feb 20263,617

Notes:

  • Director equity grants are time‑based RSUs from the 2022 Omnibus Plan; no disclosed performance metrics tied to director equity awards .

Other Directorships & Interlocks

CompanyRoleCommittee RolesPotential Interlocks
Bank of Bird‑in‑HandDirectorAudit ChairAnother PA bank board; FDBC reports no impairing relationships with directors .

Expertise & Qualifications

  • Banking governance and audit oversight (Audit Committee member at FDBC; Audit Chair at Bank of Bird‑in‑Hand) .
  • Real estate and property management experience via Garofalo Real Estate .
  • Community leadership through Order of Eastern Star .

Equity Ownership

As‑of DateBeneficial Ownership (Shares)% OutstandingBreakdown
Feb 28, 2025164,8842.82%145,498 sole; 15,985 as executrix of estate; 3,401 unvested stock
Feb 29, 2024153,4822.64%85,302 sole; 64,996 as executrix of estate; 3,184 unvested stock
  • Group insider loans: aggregate insider loans outstanding were ~$9.17M as of Feb 28, 2025 (max ~$10.66M in 2024); loans made on market terms; no unfavorable features reported .
  • Pledging/hedging: Board has not adopted a hedging policy; company policy permits hedging/pledging by employees subject to insider trading policy; no director‑specific pledging disclosures for Vilcek .

Governance Assessment

  • Strengths:

    • Confirmed independence and high meeting attendance; meaningful committee work across audit and governance; multi‑year director RSU grants align interests .
    • Material “skin in the game”: 2.82% ownership as of 2025, including unvested shares; increased holdings from 2024 to 2025 .
    • No related‑party transactions disclosed involving Vilcek; board concluded independence not impaired for her .
  • Watch items and potential RED FLAGS:

    • Absence of a board‑level anti‑hedging policy (directors, officers, employees), and allowance for hedging/pledging under insider trading policy could undermine alignment if used; no pledging disclosed for Vilcek specifically .
    • Delinquent Section 16 Form 4 filings for Feb 20, 2024 restricted share grants (including for Vilcek) noted in 2025 proxy—minor compliance lapse but worth monitoring .
    • External bank directorship (Audit Chair at Bank of Bird‑in‑Hand) introduces potential competitive interlock risk; FDBC discloses independence remains intact and no impairing relationships, but investors should monitor for cross‑bank conflicts or information flow concerns .
  • Compensation mix:

    • Balanced cash/equity: $73k cash plus $58.7k RSUs in 2024; $63k cash plus $98.86k RSUs in 2023; grants vest over three years—time‑based alignment without explicit performance hurdles for directors .
  • Overall:

    • Governance quality appears sound with active audit participation and strong attendance; equity ownership is a positive alignment signal. Key monitoring areas are policy gaps on hedging/pledging and maintaining clear boundaries given external audit chair role at another bank .