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Matthew Kummell

Director (Sponsor) at Grayscale Stellar Lumens Trust (XLM)
Board

About Matthew Kummell

Matthew Kummell (age 49) served as a director on the board overseeing GXLM’s Sponsor (Grayscale Investments Sponsors, LLC) from January 2024 until stepping down on October 13, 2025. He is Senior Vice President of Institutional and Enterprise at the NEAR Foundation, and holds a B.A. from UCLA and an MBA from the Tuck School of Business at Dartmouth College. GXLM is a Delaware statutory trust with no directors; all governance and management functions reside with the Sponsor and its board.

Past Roles

OrganizationRoleTenureCommittees/Impact
NEAR FoundationSVP, Institutional & Enterprise2025–presentLeads institutional and enterprise engagement for NEAR Protocol ecosystem
Digital Currency Group (DCG)Senior VP, Strategy & Operations2021–2025Corporate strategy/operations across DCG portfolio
Citi, Markets DivisionHead of North America, Business Advisory Services2018–2021Strategic consulting for institutional investors
Citadel; Balyasny; S.A.C. Capital AdvisorsStrategic/front-office rolesEarlier careerBuy-side roles in trading/strategy
Bain & Company (Boston)Case Team LeaderEarlier careerStrategy consulting
Tuck School of Business (Dartmouth)Adjunct Professor2020–2025Academic appointment

External Roles

OrganizationRoleTenureNotes
GSO Intermediate Holdings Corporation (GSOIH) – Board overseeing GXLM’s SponsorDirectorJan 2024–Oct 13, 2025Stepped down Oct 13, 2025; governance of Sponsor transitioned to Grayscale Investments board Oct 22, 2025
Foundry (DCG affiliate)DirectorDec 2023–Jun 2025DCG-owned affiliate; interlock with DCG ecosystem
CoinDesk, Inc. (DCG affiliate)DirectorUntil Nov 2023DCG affiliate; prior board role
Derivix CorporationDirectorUntil Jan 2012Financial software company

Board Governance

  • GXLM has no directors; the Sponsor and its board manage and direct GXLM’s affairs. As of January 2025, the board overseeing the Sponsor comprised Barry Silbert, Mark Shifke, Matthew Kummell, Peter Mintzberg, and Edward McGee; after the October 22, 2025 reorganization, the board at Grayscale Investments (now managing the Sponsor) comprised Barry Silbert (Chair), Mark Shifke, Simon Koster, Peter Mintzberg, and Edward McGee. Kummell stepped down on October 13, 2025.
  • The Sponsor discloses having an Audit Committee responsible for overseeing GXLM’s financial reporting process; committee membership is not disclosed.
  • Independence status is not stated; Kummell simultaneously served in an executive role at DCG (the Sponsor’s controlling parent), indicating an affiliate relationship during his board tenure.

Fixed Compensation

  • Director cash retainers, committee fees, or meeting fees for the Sponsor’s board are not disclosed in GXLM filings. GXLM itself has no directors.

Performance Compensation

  • Equity grants (RSUs/PSUs), options, vesting schedules, performance metrics (TSR, revenue, EBITDA, ESG), severance/change-of-control terms, clawbacks, tax gross-ups, deferred comp, pensions/SERP, and perquisites are not disclosed for Sponsor directors in GXLM filings.

Other Directorships & Interlocks

CompanyRoleAffiliation to GXLM/SponsorTenure
FoundryDirectorDCG-owned affiliate; DCG is Sponsor’s parentDec 2023–Jun 2025
CoinDesk, Inc.DirectorDCG affiliateUntil Nov 2023
Derivix CorporationDirectorUnaffiliatedUntil Jan 2012
GSOIH/Grayscale Investments (board overseeing Sponsor)DirectorGoverns GXLM SponsorJan 2024–Oct 13, 2025

Expertise & Qualifications

  • Finance and operations leadership: SVP Strategy & Operations at DCG; Head of North America advisory (Citi); roles at Citadel, Balyasny, S.A.C. Capital.
  • Institutional client engagement and market strategy; blockchain/digital assets ecosystem experience via DCG and NEAR Foundation.
  • Academic credentials: B.A. (UCLA), MBA (Dartmouth Tuck); adjunct professorship at Tuck (2020–2025).

Equity Ownership

  • GXLM reports no beneficial owner >5% of trust shares as of the September 25, 2025 record date; individual holdings of Sponsor directors (including Kummell) in GXLM are not disclosed.
  • Directors and executive officers are permitted to invest personally in Grayscale products on substantially the same terms as other investors, but amounts are not disclosed.

Governance Assessment

  • Tenure and transition: Kummell served ~21 months on the board overseeing GXLM’s Sponsor and stepped down on Oct 13, 2025, contemporaneous with governance changes that installed Simon Koster and later consolidated oversight under Grayscale Investments’ board. This reduces his current direct governance influence on GXLM.
  • Independence considerations: His concurrent employment at DCG during board service reflects an affiliate relationship with the controlling parent; GXLM filings do not classify director independence.
  • Committee and engagement transparency: While the Sponsor maintains an Audit Committee, GXLM filings do not disclose member composition, meeting attendance, or engagement specifics for directors, limiting assessment of board effectiveness and oversight at the individual director level.
  • Broader governance environment: Recent DEF 14A proposals expand Sponsor discretion (e.g., daily payability of Sponsor’s fee, omnibus accounts with prime broker, amendments with notice rather than shareholder consent), which centralize control and may be viewed by investors as reducing shareholder protections; these proposals pertain to Sponsor governance rather than to Kummell individually.