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Tim Moura

President, Narragansett Bay Insurance Company at Heritage Insurance Holdings
Executive

About Tim Moura

Tim Moura, 52, is President of NBIC (a Heritage Insurance subsidiary) and has over 25 years of P&C insurance experience across national and regional carriers, including leadership roles at NBIC, Tower Group, OneBeacon, and MetLife Auto & Home; he has served as NBIC President since January 2018 . Company pay-versus-performance disclosures show recent shareholder and profitability context: the value of a $100 investment was $64.36 for 2023, $17.77 for 2022, and $58.05 for 2021, with net income of $45.3 million in 2023 and losses in prior years, framing incentive alignment against turnaround performance . His latest employment agreement (effective Dec 31, 2023) emphasizes performance-based pay and tight post-employment covenants, with severance and change-of-control terms linked to annual incentive targets and vesting treatment of equity .

Past Roles

OrganizationRoleYearsStrategic Impact
NBIC (Narragansett Bay Insurance Company)PresidentJan 2018–present Leadership at HRTG subsidiary; 25+ years industry experience
NBICSenior Vice PresidentFeb 2014–Jan 2018 Senior leadership at NBIC prior to HRTG acquisition
Tower Group CompaniesVice President2010–2013 Leadership at national/regional P&C carrier
OneBeacon Insurance GroupRegional Vice President2004–2006 Regional leadership in P&C operations
MetLife Auto & HomeVarious management roles1995–2004 Progressive management experience in auto/home insurance

External Roles

OrganizationRoleYearsNotes
None disclosedNo public company directorships or external board roles disclosed in proxy materials

Fixed Compensation

Metric202220232024
Base Salary ($)$950,000 $950,000 $650,000
Annual Cash Incentive – Threshold ($)$75,000 $75,000 $97,500
Annual Cash Incentive – Target ($)$125,000 $125,000 $123,500
Annual Cash Incentive – Maximum ($)$200,000 $200,000 $260,000

Notes:

  • 2024 base salary reduction reflects Compensation Committee’s shift toward more performance-based, at-risk compensation following an independent consultant review .

Performance Compensation

ElementMetricWeightingTarget LevelActual (most recent)PayoutVesting
Annual Cash Incentive (2024)Company executive incentive program (metrics not itemized) Not disclosedTarget $123,500 2024 actual non‑equity incentive $247,390 CashAnnual program (payout post year-end)
Annual Cash Incentive (2023)Company executive incentive program (metrics not itemized) Not disclosedTarget $125,000 2023 actual non‑equity incentive $153,750 CashAnnual program (payout post year-end)
LTI – Time‑Based RS (2024 grant)Service-basedGrant-date fair value $97,500 N/A (service-based)SharesVests one‑third on Dec 15, 2024/2025/2026
LTI – PBRSU (2024 grant)3‑yr Adjusted BVPS growth; 3‑yr TSR50% / 50% Threshold $78,000; Target $130,000; Max $312,000 In progress (2024–2026)SharesVests after performance period ending 12/31/2026 (settlement by 3/30/2027)
LTI – PBRSU (2023 grant)3‑yr Adjusted BVPS growth; 3‑yr TSRNot expressly stated for 2023Threshold/Target/Max not in 2023 table; performance shares outstanding at max shown in YE tablesIn progress (2023–2025)SharesVests after performance period ending 12/31/2025 (settlement by 3/30/2026)

Equity Ownership & Alignment

Ownership Snapshot202120222025
Beneficial Ownership – Shares (#)59,133 134,025 276,134
Approximate Percent of Class<1% <1% <1% (star)
Outstanding Equity Awards (Unvested)Grant DateTypeUnvested Shares (#)Market Value ($)Vesting / Performance Timing
YE 20242/26/2024Time‑Based RS9,260 $112,046 Vests one‑third on Dec 15, 2024/2025/2026
YE 20242/26/2024PBRSU (2024–2026)44,446 (reflected at maximum) $537,797 (at max) Vests after period ending 12/31/2026, settle by 3/30/2027
YE 20247/11/2023Time‑Based RS12,255 $148,286 Vests one‑third on Dec 15, 2023/2024/2025
YE 20247/11/2023PBRSU (2023–2025)98,039 (at max) $1,186,272 (at max) Vests after period ending 12/31/2025, settle by 3/30/2026
YE 20237/11/2023Time‑Based RS24,510 $159,805 Vests one‑third on Dec 15, 2023/2024/2025
YE 20237/11/2023PBRSU (2023–2025)24,510 (threshold reflected) $159,805 (threshold) Vests after period ending 12/31/2025; settle by 3/30/2026
YE 20233/16/2022Time‑Based RS3,720 $24,254 Vests one‑third on Dec 21, 2022/2023/2024
YE 20223/16/2022Time‑Based RS7,441 $13,394 Vests in three annual installments beginning end of grant year
YE 20223/16/2022PBRSU (2022–2024)7,441 $13,394 3‑year performance; vest post period per plan
YE 202210/16/2021Time‑Based RS3,629 $6,532 Vests in three annual installments beginning end of grant year
YE 202210/16/2021PBRSU (2021–2023)7,257 $13,063 3‑year performance; vest post period per plan
YE 20221/1/2018Time‑Based RS7,500 $13,500 Vests in equal annual installments beginning 1/1/2019

Alignment Policies:

  • Pledging of company stock is prohibited; short sales prohibited; hedging requires CFO pre‑clearance .
  • Formal clawback policy adopted in 2023; all awards under the Omnibus Incentive Plan subject to recoupment .
  • Company currently does not award stock options; equity awards are RS and PBRSUs .

Employment Terms

  • Agreement: Renewed employment agreement effective Dec 31, 2023; title President of NBIC .
  • Cash Compensation: Base salary $650,000; annual cash incentive opportunities—threshold $97,500, target $123,500, maximum $260,000 .
  • Equity Compensation: Annual time‑based RS award $97,500 (three equal annual installments); annual PBRSU award with threshold $78,000, target $130,000, maximum $312,000, vesting on performance criteria within the executive incentive program .
  • Severance (No CIC): Lump‑sum equal to (i) annual base salary at termination and (ii) target annual incentive for year of termination; all unvested time‑based awards vest; performance‑based stock awards forfeited (latest agreement) . Note: The 2024 proxy narrative described performance‑based stock vesting at target upon without‑cause/good‑reason termination; latest proxy clarifies forfeiture absent CIC .
  • Severance (Post‑CIC): Receives severance above plus prorated annual incentive based on actual performance; all unvested time‑based awards vest; performance‑based stock awards vest at target level .
  • Restrictive Covenants: One‑year post‑employment non‑solicitation, non‑interference, and non‑compete .
  • Prior Agreement (2014/2018 NBIC): Earlier terms included salary $850,000 with discretionary and KPI‑linked incentives, 50,000 restricted shares vesting 10,000 annually from 1/1/2019, and 24‑month notice protections; superseded by later company agreements .

Compensation Structure Analysis

  • Mix Shift: 2024 compensation redesign lowers base salary (from $950,000 to $650,000) and increases variable equity/cash opportunity, aligning more with performance-based pay per Compensation Committee and independent consultant recommendations .
  • LTI Metrics: 2024 PBRSU weighted 50% three‑year adjusted book value per share growth (excluding cumulative dividends and AOCI) and 50% three‑year TSR, directly linking equity realizations to shareholder value and capital efficiency .
  • Option Risk: No stock options currently granted, reducing leverage toward near‑term stock price optionality and eliminating option repricing risk .
  • Governance Guardrails: Clawback policy in place; pledging prohibited; hedging controlled via pre‑clearance; no tax gross‑ups on perquisites; no acceleration of vesting absent CIC per governance summary .

Multi‑Year Compensation (SCT Components)

Component ($)202220232024
Salary$950,000 $950,000 $650,000
Stock Awards (grant‑date fair value)$175,000 $550,000 $227,500
Non‑Equity Incentive Plan Compensation$33,340 $153,750 $247,390
All Other Compensation$16,204 $20,545 $62,914
Total$1,174,544 $1,674,295 $1,187,804

Performance & Track Record

  • Tenure & Experience: President of NBIC since 2018 with prior senior roles at NBIC and leadership positions at Tower Group, OneBeacon, and MetLife Auto & Home, bringing over 25 years of P&C experience .
  • Company Performance Context: Value of a hypothetical $100 investment was $64.36 (2023), $17.77 (2022), $58.05 (2021); net income was $45.3 million in 2023 following losses in 2022 and 2021, providing backdrop for incentive outcomes .

Board Governance and Compensation Committee Context

  • Independent Consultant: Pay Governance advised the Compensation Committee in 2023, prompting the shift to more balanced/more at‑risk compensation and renewal terms across NEOs .
  • Governance Framework: High independence, performance‑based incentives, no tax gross‑ups, and no liberal CIC definitions; committees entirely independent .

Employment Terms (Change‑of‑Control Economics Summary)

ScenarioCash SeveranceBonus TreatmentEquity TreatmentCovenants
Termination without cause / good reason (No CIC)Base salary + target annual incentive (lump‑sum) Annual incentive per terms; actual payout reflected separatelyTime‑based RS vest; PBRSU forfeited per latest agreement 1‑year non‑solicit, non‑interference, non‑compete
Termination without cause / good reason (Post‑CIC)Base salary + target annual incentive (lump‑sum) Additional prorated annual incentive based on actual performance Time‑based RS vest; PBRSU vest at target 1‑year non‑solicit, non‑interference, non‑compete

Risk Indicators & Red Flags

  • Pledging/Hedging: Pledging and short sales prohibited; hedging permitted only with CFO pre‑clearance—reduces misalignment and speculative risk .
  • Clawback: Formal clawback policy adopted in 2023 per SEC/NYSE rules—a positive safeguard for pay‑for‑performance .
  • Options: No stock options—removes repricing risk .
  • Say‑on‑Pay/Peer Group: Specific say‑on‑pay outcomes and detailed compensation peer group composition not disclosed in retrieved sections; committee uses market benchmarking and an independent consultant .

Investment Implications

  • Alignment: The 2024 redesign meaningfully increases at‑risk compensation and ties LTI to ABVPS growth and TSR, improving alignment with shareholder outcomes while maintaining guardrails via clawback and anti‑pledging policy .
  • Retention: Severance provides base+target bonus with equity vesting mechanics; 1‑year restrictive covenants protect against immediate competition; post‑CIC treatment vests PBRSU at target, lowering uncertainty risk for retention through transactions .
  • Selling Pressure: Time‑based RS tranches on Dec 15 each year and PBRSU settlements after performance periods (2025/2026) create predictable potential supply; pledging ban mitigates forced selling risk; absence of options reduces early‑exercise dynamics .
  • Ownership: Beneficial ownership remains <1%, though unvested equity and performance awards create medium-term alignment; increases from 59,133 (2021) to 276,134 (2025) indicate growing stake correlated with equity award program .
  • Execution Risk: Incentive metrics emphasize book value growth and TSR; sustained improvements in underwriting profitability and capital efficiency will be critical for PBRSU realization and cash incentive payouts .