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Keith Covington

Director at HighPeak Energy
Board

About Keith A. Covington

Keith A. Covington, age 61, is an independent director of HighPeak Energy serving since August 2020 and nominated as a Class B director for a term through the 2028 annual meeting . He is a long-tenured real estate investor and General Partner at Magnolia Partners since 2002, with prior finance and private equity experience; he holds an MBA from Stanford GSB and a BA cum laude in Economics from Claremont McKenna, maintains a California real estate broker’s license, and has participated in KPMG’s Audit Committee Institute . The Board has affirmatively determined he is independent under Nasdaq rules; he also meets Audit Committee independence requirements and Nasdaq’s additional standards applicable to Compensation Committee members .

Past Roles

OrganizationRoleTenureCommittees/Impact
Gores Holdings IX, Inc. (SPAC)Independent Director; Audit & Compensation Committee memberJan 2022 – Dec 2024Liquidated to stockholders at par in Dec 2024
Gores Holdings VII, Inc. (SPAC)Independent Director; Audit & Compensation Committee memberFeb 2021 – Dec 2022Liquidated to stockholders at par in Dec 2022
Pure Resources, Inc.Founding Board Member; Audit Committee Chair; Compensation Committee Member; Special Committee Co-member2000 – 2002Special Committee evaluated & recommended sale to Unocal (later Chevron) in Oct 2002
Davis CompaniesVice President; prior Principal at Stone Canyon Venture Partners1991 – 2002Due diligence, financial analysis, asset management across real estate and PE/VC (> $10B assets)
Janss CorporationReal Estate – due diligence, structuring, leasing1989 – 1990Residential & commercial projects
PaineWebber Group Inc. (UBS IB)Financial Analyst1985 – 1987Real estate IB transactions incl. sale/leasebacks and major IPO/MLP

External Roles

OrganizationRoleTenureNotes
Magnolia PartnersGeneral Partner2002 – PresentResidential real estate focus (Southern California)
El Segundo Senior Housing BoardChief Financial Officer~5+ years (prior)Community governance experience

Board Governance

  • Committee assignments: Audit Committee member; Compensation Committee member; ESG Committee member; not on Nominating & Governance Committee .
  • Chair roles: None; Audit Chair is Larry Oldham; Compensation Chair Jack Hightower; ESG Chair Sharon Fulgham; Nominating & Governance Chair Jack Hightower .
  • Independence and executive sessions: Board determined Covington independent; the five independent directors meet in executive sessions each meeting with the Lead Director presiding (Lead Director: Larry Oldham) .
  • Attendance: In 2024 the Board met six times; each director attended at least 75% of aggregate Board and committee meetings; all seven directors attended the 2024 annual meeting .
  • Election signal: 2025 vote support—For: 95,012,791; Withheld: 291,968; Broker non-votes: 16,917,481 .
  • Controlled company context: Chairman/CEO Jack Hightower controls ~68% of voting power; as a controlled company, HPK’s Compensation and Nominating & Governance Committees include non-independent directors, though Covington meets Nasdaq’s additional Compensation Committee independence standards .

Fixed Compensation

Component2024 Amount/DetailVestingNotes
Annual cash retainer$0 n/aNo cash retainer for non-employee directors
Restricted stock award$150,006 grant-date fair value; 10,669 shares at $14.06/share granted June 4, 2024 Vests in full at next annual meeting (expected June 3, 2025) subject to continuous service Equity-heavy design to align interests
Committee chair fee (Audit Chair)Not applicable (Covington not Chair) n/aAudit Chair receives additional ~$7,500 in RS or cash (Oldham)
Cash election optionUp to $25,000 of award may be electable in cash; Covington reported no cash in 2024 (Fees Earned column shows “—”) n/aPaid within 30 days of grant if elected
Reimbursements/indemnificationTravel/misc. expenses reimbursed; full indemnification permitted under Delaware law n/aApplies to all directors

Performance Compensation

ElementDetail
Performance-linked metricsNone disclosed for director compensation; awards are time-based restricted stock (no PSUs/options outstanding for non-employee directors)

Other Directorships & Interlocks

CompanyPublic/PrivateRoleCommittee/Notes
Gores Holdings IX, Inc.Public (SPAC; now liquidated)Independent DirectorAudit & Compensation member; liquidated at par (Dec 2024)
Gores Holdings VII, Inc.Public (SPAC; now liquidated)Independent DirectorAudit & Compensation member; liquidated at par (Dec 2022)
Pure Resources, Inc.Public (acquired 2002)Board MemberAudit Chair; Compensation member; special committee for sale to Unocal
Magnolia PartnersPrivateGeneral PartnerReal estate investments

Expertise & Qualifications

  • Education: MBA, Stanford Graduate School of Business; BA cum laude in Economics, Claremont McKenna College .
  • Technical/governance: Audit and compensation committee experience; KPMG Audit Committee Institute participation; California real estate broker’s license .
  • Industry/finance: Prior board experience in upstream oil & gas (Pure Resources); real estate and private equity diligence/asset management (> $10B) .

Equity Ownership

ItemAmount/Status
Total beneficial ownership59,034 shares; <1% of outstanding shares
Unvested restricted stock10,669 shares vesting at 2025 annual meeting or upon change in control
Warrants (beneficial)7,500 warrants (Covington) exercisable within 60 days
Warrants (family member)500 warrants (family member); Covington disclaims beneficial ownership except to pecuniary interest
Ownership guidelinesAll directors met stock ownership guidelines as of Dec 31, 2024; non-employee directors are expected to hold stock ≥5x their maximum annual cash payment option
Hedging/pledgingHedging prohibited by policy; Board removed prohibition on pledging company securities in 2022; no pledging disclosed for Covington

Governance Assessment

  • Positives: Independent director serving on Audit, Compensation, and ESG committees; Board affirmed independence (including Audit and Compensation standards) . Strong shareholder support for re-election (95.0M For vs. 0.29M Withheld) . Equity-centric director pay with no cash retainer indicates alignment; vesting tied to service through annual meeting . Compliance with stock ownership guidelines strengthens skin-in-the-game . Attendance threshold met; Board/committees actively met through 2024 .
  • Watch items and RED FLAGS:
    • Controlled company structure: Concentrated voting power (~68%) and non-independent composition of Compensation and Nominating & Governance committees could limit independent oversight; although Covington meets additional independence standards, committee chairs include insiders .
    • Pledging policy change: Board removed the prohibition on pledging in 2022, which can introduce misalignment risks if broadly used; no pledging disclosed for Covington specifically .
    • Principal Stockholder Group governance rights: Stockholders’ Agreement grants nomination and committee representation rights to the controlling group, potentially influencing board dynamics and committee composition (excludes Audit Committee) .
  • Related-party safeguards: Written Related Party Transaction policy requires Board review for transactions >$120,000 involving directors/officers/5% holders and their related persons .