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Eric Mellen

Chief Financial Officer & Treasurer at GENCOR INDUSTRIES
Executive

About Eric Mellen

Eric E. Mellen, 57, is Chief Financial Officer & Treasurer of Gencor Industries, Inc., serving since May 2012 after roles as Director of Corporate Development at Gencor, corporate finance at IBM (2002–2008), and corporate finance/global strategy/investment teams at PricewaterhouseCoopers (1992–2002). He holds a BS in Finance & Management and an MBA, and brings 30+ years of financial management experience; he is the son-in-law of Executive Chairman E.J. Elliott . Company performance during his tenure shows net income of $14.6M in FY2024 and $14.7M in FY2023, with TSR (value of $100 initial investment) of $153.61 (2024), $144.48 (2023), and $80.81 (2022); revenue grew 7.7% in FY2024 to $113.2M .

Past Roles

OrganizationRoleYearsStrategic Impact
PricewaterhouseCoopersCorporate finance, global strategy, investment teams; due diligence/integration for PW–Coopers & Lybrand merger; worked on sale of PwC Consulting to IBM1992–2002Transaction diligence and integration; strategic finance experience
IBM CorporationCorporate finance; managed pricing/financial management and worldwide budget for IBM’s Business Consulting Division2002–2008Enterprise budgeting and pricing discipline at scale
Valuation/Advisory (various)Business valuation and strategic planning across manufacturing and service industries2008–2011Multi-industry valuation and strategy expertise
Gencor IndustriesDirector of Corporate Development; later CFO & Treasurer2011–2012 (Corp Dev), CFO since May 2012Corporate development and financial leadership

External Roles

No current external public-company directorships are disclosed in the proxy biographical section for Mr. Mellen .

Fixed Compensation

MetricFY2022FY2023FY2024
Base Salary ($)$250,000 $325,000 $350,000
Bonus ($)$0 $0 $0
Stock Awards ($)$0 $0 $0
All Other Compensation ($)$6,618 $8,594 $8,070
Total ($)$256,618 $333,594 $358,070
  • Committee methodology: cash-focused pay; considers revenues, net income, duties/scope, industry standards, comparable salaries, corporate growth, profits, goals, market share increases; no specific quantitative formula .

Performance Compensation

Incentive TypeFY2022FY2023FY2024
Annual Cash Bonus (Actual, $)$0 $0 $0
RSUs/PSUs (Grant Date FV, $)$0 $0 $0
Stock Options (Grant Date FV, $)$0 $0 $0
Equity Plan UsageNo equity-based plans maintained No equity-based plans maintained No equity-based plans maintained
  • Metrics linkage: Company did not use TSR or net income as performance measures in executive compensation for years shown; CAP (compensation actually paid) primarily reflects fixed cash .
  • Clawback: Adopted a Dodd-Frank compliant clawback policy (effective for performance-based comp received on/after Oct 2, 2023) for restatements due to errors/omissions/fraud; amount recouped equals overpayment versus restated results .

Equity Ownership & Alignment

HolderCommon Shares% CommonClass B Shares% Class B
Eric E. Mellen229,750 1.9% 89,100 3.8%
  • As-of date: August 11, 2025 .
  • Equity program status: No outstanding equity awards as of Sept 30, 2024; no equity compensation plans maintained .
  • Insider Trading Policy disclosed; no pledging-specific language detailed in proxy narrative .

Selected insider transaction (Form 4 sourced):

  • 2,400 shares sold at $15.69 on March 12, 2021 (approx. $37.65K) .

Employment Terms

  • Employment agreements: None for Named Executive Officers; employment may terminate at any time without severance .
  • Perquisites/benefits: Personal use of a company vehicle and standard employee benefits; 401(k) employer contributions included in “All Other Compensation” .
  • Restrictive covenants: Executed non-disclosure and non-compete agreements; confidentiality of trade secrets and other information .
  • Change-of-control terms: No specific severance or change-of-control multiples disclosed; no equity to accelerate given absence of equity awards .

Company Performance Context (for pay-for-performance analysis)

MetricFY2022FY2023FY2024
TSR – Value of $100 Investment$80.81 $144.48 $153.61
Net Income ($)$(372,000) $14,666,000 $14,558,000
Revenue ($)$105,075,000 $113,166,000

Risk Indicators & Governance Considerations

  • Internal controls/material weaknesses: FY2024 audit issued an adverse opinion on ICFR due to ITGC weaknesses, period-end close controls, SOC report reliance, and control framework components; remediation underway but timing uncertain .
  • Reporting timeliness/listing compliance: Delays in FY2024 10-K and subsequent 10-Qs prompted NYSE American compliance plan and extension; risks include potential delisting if not remediated .
  • Control concentration: Officers beneficially own 100% of Class B stock, electing ~75% of Board; dual-class structure concentrates control and may affect change-of-control dynamics .
  • Related party context: Mellen is son-in-law of Executive Chairman; Company disclosed no related party transactions in FY2024 .

Investment Implications

  • Compensation alignment: Mellen’s pay is predominantly fixed cash with no annual bonus or equity; the absence of performance-linked or equity incentives reduces direct pay-for-performance alignment and can lessen long-term equity alignment, though personal share ownership (common and Class B) provides skin in the game .
  • Selling pressure/vesting: No outstanding equity awards or options; no vesting calendar; historic insider selling appears limited (a small 2021 sale) reducing mechanical selling pressure risk .
  • Retention and transition risk: At-will employment with no severance or change-of-control protections may imply lower exit costs but could increase retention sensitivity to market opportunities; restrictive covenants are in place .
  • Execution/governance risk: Material weaknesses in ICFR and late filings during FY2024 elevate near-term execution and governance risk; dual-class control and family ties warrant ongoing monitoring of oversight rigor .