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Donald K. Boswell

Director at FINANCIAL INSTITUTIONS
Board

About Donald K. Boswell

Independent director of Financial Institutions, Inc. (FISI) since 2017; age 73; term expires in 2026. Chairs the Nominating & Governance Committee and serves on the Technology & Data Committee. Career public media executive (WNED-TV/WBFO-FM President & CEO 1998–2021; later Emeritus/Consultant), currently President & CEO of Seven Film & Theater Productions; earlier senior roles at North Texas Public Broadcasting, KCTS-TV, and WVIA-TV/FM. Education includes BS and M.Ed. from Pennsylvania State University, a Management Development Certificate from The Wharton School, and honorary doctorates from Canisius College and D’Youville College .

Past Roles

OrganizationRoleTenureCommittees/Impact
Seven Film & Theater ProductionsPresident & CEO2022–presentLeadership in media production
WNED-TV/WBFO-FM (Western New York Public Broadcasting Association)President & CEO; Emeritus/Consultant1998–2021; 2021–presentLed regional public broadcasting network
North Texas Public BroadcastingEVP & COO; Acting President; VP Marketing/Corporate Development; VP Development1982–1997Senior operating roles across development and marketing
KCTS-TV (Seattle)VP Development1981–1982Led fundraising and development
WVIA-TV/FM (Pennsylvania)Corporate Underwriting Specialist; Director Community Relations/Producer1977–1981Community relations and underwriting

External Roles

OrganizationRoleStatus
Independent HealthVice ChairCurrent other company board
HSBC Bank USA, N.A.DirectorPast public company board (as disclosed)
AAA National BoardDirectorPast other company board
Blue Cross Blue Shield (Health Now)DirectorPast other company board
New Era Cap CompanyDirectorPast other company board
Artpark & Company; 43 x 79 Group; American Public Television; AAA of Central & Western NY; The John R. Oishei FoundationDirector/TrusteeCurrent nonprofit boards
Buffalo AKG Art Museum; Buffalo Philharmonic Orchestra; Buffalo Science Museum; University of Buffalo Foundation; American Friends of the Art Gallery of OntarioDirector/TrusteePast nonprofit boards

Board Governance

  • Independence: Board determined all directors except the CEO are independent; Boswell is independent .
  • Committee assignments: Boswell chairs Nominating & Governance; member, Technology & Data .
  • Attendance: Board met 12 times in 2024; all directors attended more than 75% of Board and committee meetings for which they served .
  • Annual meeting: All directors attended last year’s annual meeting .
  • Stock ownership requirements: Non-employee directors must hold 3x annual cash retainer; all directors met requirements in 2024 .
  • Risk oversight context: Board maintains robust ERM framework; committee specialization includes Audit, Risk Oversight, MD&C, Governance, Technology & Data .
CommitteeRole2024 Meetings
Nominating & GovernanceChair5
Technology & DataMember4

Fixed Compensation

ComponentFII Cash FeeFive Star Bank Cash FeeNotes
Board Chair$73,500$36,500Applies to Board Chair, not Boswell
Audit Chair$47,000$23,000Committee chair fee
Risk Oversight Chair$45,500$22,000Committee chair fee
MD&C Chair$43,500$21,500Committee chair fee
Nominating & Governance Chair$42,000$20,500Boswell’s chair role
Technology & Data Chair$42,000$20,500Not Boswell
Other Directors$37,000$18,000Base retainer
Donald K. Boswell – 2024 Director CompensationAmount ($)
Fees earned or paid in cash$62,500
Stock awards (aggregate grant-date fair value)$34,997
All other compensation
Total$97,497
Shares elected in lieu of cash retainer708 shares
Unvested restricted stock held at 12/31/20241,000 shares
Stock options outstandingNone (no director held options at 12/31/2024)

Performance Compensation

  • Annual equity grant: Restricted shares valued at $35,000 granted June 5, 2024; 2,001 shares issued to each director under the LTIP .
  • Vesting: 50% vest at grant; 50% vest on the day prior to the 2025 Annual Meeting, subject to continued service; no dividends on unvested shares .
  • Director equity is time-based; no performance metrics disclosed for director awards .
Equity Award (2024)Grant DateTypeSharesGrant-Date Fair ValueVesting Detail
Annual director grantJune 5, 2024Restricted stock2,001$35,00050% immediate; 50% day prior to 2025 annual meeting; forfeiture if service ends; no dividends on unvested

Other Directorships & Interlocks

  • Current other company board: Vice Chair, Independent Health (health insurer) .
  • Past public company board: HSBC Bank USA, N.A. (as disclosed by FISI) .
  • Additional company boards: AAA National Board; Blue Cross Blue Shield (Health Now); New Era Cap Company .
  • Potential interlocks/conflicts: Related party transactions >$120,000 in 2024 were none other than compensation arrangements and ordinary-course loans; insider extensions of credit reviewed for regulatory compliance and market terms .

Expertise & Qualifications

  • Skills matrix attributes for Boswell: Nonprofit Board Experience; Public Board Experience; Risk Oversight Experience; Technology & Digital Innovation .
  • Financial Services Industry Experience: Service on boards of financial institutions (e.g., HSBC Bank USA, N.A.) and Independent Health provides sector insight .

Equity Ownership

HolderTitle of ClassShares Beneficially OwnedRight to Acquire Within 60 Days% of Class Outstanding
Donald K. BoswellCommon15,295<1% (*)
  • Section 16 compliance: All required insider reports were timely for fiscal 2024 .
  • Ownership alignment: Directors must hold 3x annual cash retainer; all directors met requirements in 2024; unexercised options and unvested performance-contingent units do not count toward compliance .
  • Hedging/pledging: Prohibited for directors; no margin pledging, derivatives, or hedging instruments allowed .
  • Options: No directors held stock options as of December 31, 2024 .

Governance Assessment

  • Strengths: Independent status; chairing Governance Committee supports board refresh/skills oversight; consistent attendance; clear stock ownership requirements with full compliance; robust policies (clawback, anti-hedging/pledging); committee specialization and ERM oversight .
  • Alignment signals: Mixed cash/equity compensation; annual equity time-based grants foster ownership without short-term targets; option overhang absent; annual meeting attendance positive .
  • Board refresh/independence: Majority independent; recent additions (e.g., Panzarella in 2025); governance emphasis on skill alignment and diversity .
  • Conflicts/related party: No related-party transactions >$120k in 2024; insider loans subject to market terms and regulatory constraints; insider trading policy enforced .
  • Shareholder sentiment: Recent say-on-pay support at 88.5% (2024), indicating general approval of compensation practices and governance; proactive shareholder outreach covering >50% of outstanding shares .

RED FLAGS: None disclosed specific to Boswell. Company prohibits pledging/hedging and reported no related-party transactions above threshold; attendance thresholds met by all directors; director equity awards are time-based (no repricings/options) .