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Jackie Journell

Chief Operating Officer at First Savings Financial Group
Executive

About Jackie Journell

Jackie R. Journell, CPA, age 57, is Chief Operating Officer of First Savings Financial Group (FSFG) and First Savings Bank; she joined the Bank in 2009 after serving as CFO of Community First Bank and previously as the Bank’s Chief Accounting Officer and Controller . During her tenure, FSFG’s GAAP net income rose from $8.17 million in FY 2023 to $13.59 million in FY 2024 and $23.16 million in FY 2025, while the company’s cumulative TSR (value of initial $100) moved from 55.56 in FY 2023 to 92.94 in FY 2024 . Reported revenues were $25.56 million* (FY 2023), $13.12 million* (FY 2024) and $18.84 million* (FY 2025) (values retrieved from S&P Global).

Performance MetricFY 2023FY 2024FY 2025
Net Income ($USD)$8.17 million $13.59 million $23.16 million
Revenues ($USD)$25.56 million*$13.12 million*$18.84 million*
TSR (Value of $100)55.56 92.94

Values retrieved from S&P Global*

Past Roles

OrganizationRoleYearsStrategic Impact
First Savings BankChief Operating OfficerNot disclosedBank-wide operations leadership
First Savings BankChief Accounting Officer; ControllerNot disclosedStrengthened financial controls and reporting
Community First BankChief Financial OfficerNot disclosedLed finance and strategic planning

Fixed Compensation

Metric20232024
Base Salary$238,801 $249,260
All Other Compensation (Total)$33,322 $29,333
401(k) Matching (included in All Other)$12,895
Split-Dollar & Group Term Life (included in All Other)$2,788
Dividends on Unvested RSAs (included in All Other)$1,650
Vehicle Allowance (included in All Other)$12,000

Notes:

  • NEO base salaries increased by 7.3% in fiscal 2024 per Compensation Committee review .
  • Her employment agreement base salary was set at $249,260 as of September 30, 2024 .

Performance Compensation

Annual Cash Incentives (MIB/AEB)

ComponentMetricTrigger/WeightingTargetActualPayoutVesting
Management Incentive Bonus (MIB)ROAA (plan trigger ≥0.60%); Net income, ROAE, ROAA, EPS, loan/deposit growth, NIM, efficiency, asset quality, liquidity/capital, compliance Weighting not disclosed; pool based on ROAA tiers with Committee discretion Not disclosedNot disclosed$47,402 (2024) Cash (annual)
All-Employee Bonus (AEB)ROAA tiers with sub-plans (e.g., Retail Incentive) Allocation by eligible comp; Committee discretion Not disclosedNot disclosedIncluded in “Bonus” Cash (semi-annual)

Equity Awards (Time- and Performance-based under 2021 Plan; new 2025 Plan proposed)

Award TypeGrant AttributesVestingStatus/Units
Restricted Stock Awards (RSAs)Grant-date fair value computed at stock price ($15.10/share for 2024 grants) 5 approximately equal annual installments; first vesting at 1-year anniversary Unvested units at 9/30/2024: 4,070 (MV $96,907 @ $23.81)
Stock OptionsMultiple tranches with strikes and expirations: $23.02 exp 05/18/2028 (5,400 ex.); $22.12 exp 11/21/2029 (3,552 ex., 885 unex.); $21.10 exp 11/21/2030 (489 ex., 324 unex.); $26.72 exp 11/21/2031 (3,000 ex., 4,500 unex.); $22.49 exp 11/21/2032 (750 ex., 3,000 unex.); $15.10 exp 11/21/2033 (— ex., 4,260 unex.) Options vest in 5 annual installments; first vest at 1-year Exercisable 17,340; Unexercisable as shown above

2025 Equity Incentive Plan (pending shareholder approval) introduces RSAs/RSUs with minimum 1-year vesting for ≥95% of awards, double-trigger change-in-control vesting, clawbacks under Dodd-Frank 954, and hedging/pledging restrictions .

Equity Ownership & Alignment

ItemDetail
Total Beneficial Ownership (12/31/2024)70,398 shares (1.02% of outstanding)
Breakdown9,008 ESOP; 3,070 unvested RSAs; 17,340 exercisable options
Additional Listing (Voting Agreement, 9/24/2025)55,268 shares listed for Journell; excludes shares underlying unexercised options
Pledging/HedgingCompany anti-hedging policy; awards subject to hedging/pledging policy; none of her shares pledged per ownership table
Ownership GuidelinesNot disclosed
Dividends on Unvested RSAsAccrued and paid upon vesting (e.g., $1,650 in 2024)

Employment Terms

TermKey Provision
Employment Agreement3-year term effective Oct 1, 2023; expires Oct 1, 2026; extendable by an additional year after performance review (to restore 3-year term)
Base Salary in Agreement$249,260 (as of Sept 30, 2024)
Non-Compete/Non-Solicit1-year covenants post-termination (except in change-in-control context)
Severance (No CIC)If terminated without cause or resigns for “good reason”: lump-sum base salary for remaining term; continued medical until reemployment/age 65/death/end of term
Change-in-Control (Double Trigger)If terminated without cause or resigns for “good reason” in connection with/after a CIC: lump sum = 3x average annual taxable compensation (prior 5 years); continued medical until reemployment/age 65/death/end of term
ClawbackAwards subject to Company clawback policies (Dodd-Frank §954)
Tax Gross-upsCompany states it does not use compensation-related tax gross-ups
IndemnificationTo fullest extent permissible; litigation costs if prevailing

Additional Company Performance Context

Recent quarterly fundamentals:

MetricQ1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025
Revenues ($USD)$2.782 million*$3.710 million $3.196 million $3.433 million*$6.103 million $3.560 million $4.520 million $4.659 million
Net Income ($USD)$0.920 million $4.927 million $4.073 million $3.672 million $6.225 million $5.499 million $6.166 million $5.271 million

Values retrieved from S&P Global*

Note: A September 2025 8-K contains voting agreements and a bank merger plan related to First Merchants Corporation, highlighting potential transaction risk and corresponding change-in-control economics for executives .

Investment Implications

  • Pay-for-performance alignment: Cash bonuses are tied to diversified bank performance metrics (ROAA trigger ≥0.60%, net income, ROAE/ROAA, EPS, growth, NIM, efficiency, asset quality), with Committee discretion to adjust for risk/compliance—supports prudent incentive design . Equity awards vest over five years, encouraging retention and long-term value focus .
  • Retention risk vs. CIC economics: Her agreement provides substantial CIC protection (3x average taxable comp plus continued medical), with double-trigger vesting under the equity plans—likely low near-term flight risk but meaningful potential payout if the announced transaction proceeds .
  • Insider selling pressure/vesting overhang: Multi-tranche options (notably 2029–2033 expirations) and RSAs vesting annually may create periodic selling windows; the company’s anti-hedging/pledging policy and clawbacks moderate misalignment risk . No pledged shares reported for Journell (contrast: CFO had pledged shares) .
  • Governance and benchmarking: Independent Compensation Committee engages an external consultant; base salaries calibrated near 50th percentile of peers, with higher at-risk pay opportunity—suggests disciplined comp inflation control .
  • Track record: Net income expanded materially FY 2023→2025 and TSR improved in FY 2024; these results support positive execution signaling under current leadership structure .