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Richard M. Alexander

Lead Independent Director at Global Water Resources
Board

About Richard M. Alexander

Independent director and Lead Independent Director at Global Water Resources, Inc. since December 2010; age 69. Alexander is a seasoned oil and gas executive with 40+ years’ experience, holding CFA and CPA designations and a Bachelor of Business Management from Ryerson University. He currently serves as a director of CanAsia Energy Corp. and previously held director roles at Parallel Energy Trust and Oryx Petroleum; Parallel Energy Trust entered CCAA/Chapter 11 proceedings in November 2015, highlighting restructuring experience and a past risk event .

Past Roles

OrganizationRoleTenureCommittees/Impact
Parallel Energy TrustInterim President & CEO; President & CEOJan 2012–Mar 2013; Mar 2013–Mar 2016Led during distress; entity filed for protection under CCAA and U.S. Chapter 11 in Nov 2015 .
AltaGas Ltd.President & COO; EVP, COO, CFO2006–2012Senior operating and finance leadership at a major energy utility .
Niko Resources Ltd.VP Finance & CFO2003–2006Corporate finance leadership .
Husky Energy Inc.VP Investor Relations & Communications2001–2003Capital markets and communications leadership .

External Roles

OrganizationRoleTenureCommittees/Impact
CanAsia Energy Corp.DirectorCurrentBoard oversight; energy sector expertise .
Parallel Energy TrustDirectorPriorGovernance during restructuring period .
Oryx PetroleumDirectorPriorBoard experience in E&P .

Board Governance

  • Independence: The Board determined Alexander is independent under Nasdaq and Exchange Act standards .
  • Lead Independent Director: Duties include presiding over meetings without the Chair/CEO, facilitating independent director engagement, liaising with management, and reviewing agendas/materials .
  • Committees:
    • Audit and Risk Committee: Chair; designated an “audit committee financial expert” and financially sophisticated under Nasdaq standards .
    • Compensation Committee: Member .
    • Corporate Governance, Nominating, Environmental, and Health and Safety Committee: Member .
  • Attendance: Board held four meetings in 2024; each director attended 100% of Board and committee meetings on which they served .
  • ESG oversight: Board-level oversight via Corporate Governance, Nominating, Environmental & H&S Committee; sustainability reporting highlighted in Sept 2024 .

Fixed Compensation

ComponentAmount ($)Payment MethodSource
Annual Director Retainer57,000 per year50% stock / 50% cash
Lead Independent Director Fee9,500 per year50% stock / 50% cash
Audit & Risk Committee Chair Fee14,000 per year50% stock / 50% cash
Audit Committee Membership Retainer9,000 per year50% stock / 50% cash
Compensation Committee Membership Retainer8,750 per year50% stock / 50% cash
Corporate Governance Committee Membership Retainer8,000 per year50% stock / 50% cash
2024 Director Compensation (Alexander)Cash ($)Stock Awards ($)All Other ($)Total ($)
Richard M. Alexander66,647 39,844 (RSAs, grant-date fair value) 7,774 (expenses/dividends on RSUs/DPUs) 114,264

Notes:

  • Directors receive one-half of compensation in cash and one-half in fully-vested restricted stock awards under the 2020 Omnibus Incentive Plan; out-of-pocket expenses reimbursed .

Performance Compensation

FeatureDetails
Performance-linked elements in director payNone disclosed; equity granted as RSAs fully vested upon issuance (not performance-conditioned) .

Other Directorships & Interlocks

  • Current: CanAsia Energy Corp. (director) .
  • Prior: Parallel Energy Trust (director); Oryx Petroleum (director) .
  • Interlocks: No disclosed shared directorships with GWRS customers/suppliers; however, GWRS has significant related-party dynamics through Levine-affiliated entities (see Related Party & Conflicts) .

Expertise & Qualifications

  • Designations: CFA; CPA .
  • Education: Bachelor of Business Management, Ryerson University .
  • Audit Committee Financial Expert: Board-designated; meets Nasdaq financial sophistication .
  • Sector Experience: Oil & gas operations, finance, restructuring; extensive C-suite roles .

Equity Ownership

HolderCommon Shares OwnedAwards Vesting ≤60 DaysTotal Beneficial Ownership% of Shares Outstanding
Richard M. Alexander45,277 45,277 <1% (asterisk in proxy)

Additional alignment policies:

  • Hedging/short sales/margin: Prohibited for directors/officers/employees; pledging generally prohibited except limited, pre-approved exceptions by Audit & Risk Committee .
  • Section 16(a) compliance: No delinquent filings disclosed for Alexander in 2024 .

Governance Assessment

Strengths

  • Independent Lead Director with clear responsibilities; provides counterbalance to combined Chair/CEO structure .
  • Audit & Risk Committee chair with audit committee financial expert designation; strong financial oversight credentials (CFA/CPA) .
  • Full meeting attendance (Board and committees), indicating engagement and reliability .
  • Robust related-party transaction policy requiring disinterested approvals and multi-factor evaluation; Alexander’s audit chair role provides oversight .
  • Director pay structure moderated and aligned with external benchmarking (FW Cook); removal of meeting fees and structured retainers .

Watch items / RED FLAGS

  • Concentrated ownership: Levine group controls ~42.4% via LILP; while a Standstill Agreement limits further control actions, concentration remains a governance risk for minority holders; Alexander (as lead independent/Audit chair) should ensure rigorous oversight .
  • Related-party exposure: Company medical plan administered via Camelback Systems (Levine affiliations); material payments ($1.6M in 2024, $3.8M in 2023) require continued independent oversight by Audit & Risk Committee .
  • Past distress event: Parallel Energy Trust’s 2015 CCAA/Chapter 11 filing ties to Alexander’s tenure in leadership; while it adds restructuring experience, it is a historical risk marker .
  • Director equity awards are fully vested upon grant (RSAs), lacking performance conditions, which may dilute pay-for-performance alignment for board members .

Related Party & Conflicts Snapshot

  • Standstill Agreement with LILP, W. Levine, J. Levine, and Cohn: Restricts acquisitions/group actions; terminable after mid-2026 subject to conditions; designed to prevent ACC “control” issues .
  • Equity transactions: LILP and Cohn participated in March 27, 2025 offering at $10.00/share (no underwriter fees on these shares); Cohn participated in June 8, 2023 private placement at $12.07/share .
  • Medical benefits plan: Payments through a plan sponsored by Camelback Systems (Levine/Cohn affiliations); third-party administrator handles claims; no fees paid to Camelback Systems beyond administration fees .

Director Compensation Mix & Trends

  • Program pays 50% cash / 50% RSAs; RSAs fully vested at grant; no options granted to directors in 2024 .
  • Benchmarking changes (FW Cook) led to removal of meeting fees and refined director compensation structure for 2024 .

Insider Trades

  • Proxy discloses delinquent Section 16(a) filers; Alexander not listed among delinquencies for 2024 .

Say-on-Pay & Shareholder Feedback

  • Annual say-on-pay advisory vote presented for 2025; no specific historical approval percentages disclosed in the proxy .

Executive Sessions

  • Lead Independent Director presides at meetings of independent directors; frequency not quantified .

Overall Implication

  • Alexander’s independence, audit chair role, and financial expertise support board effectiveness and investor confidence. Governance risks primarily stem from concentrated ownership and related-party transactions tied to Levine-affiliated entities; continued strong audit committee oversight and enforcement of the Standstill Agreement are essential mitigants .