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Robert Bailey

Lead Independent Director at HUSA
Board

About Robert Bailey

Robert Bailey, 61, has served as an independent director of Houston American Energy Corp. since November 2024; he is the Board’s Lead Independent Director and Audit Committee Chair, and a member of the Compensation Committee . He brings 35+ years in corporate finance and accounting, retiring in 2020 from Raytheon Technologies (formerly United Technologies), where he was VP Controller (2016–2020) and previously CFO/Principal Accounting Officer for several UTC business units; he holds a B.S. in Accountancy from the University of Massachusetts–Amherst and is a CPA . The Board has designated him an “audit committee financial expert” under SEC rules .

Past Roles

OrganizationRoleTenureCommittees/Impact
United Technologies (UTC); Raytheon Technologies (RTX)VP Controller (UTC); CFO/Principal Accounting Officer at multiple UTC business units1992–2020; retired 2020Led financial reporting and controls; senior accounting leadership
Various companies (consulting)Financial consultant2020–presentProvides finance consulting; independent advisory experience

External Roles

OrganizationRoleTenureNotes
Public company directorshipsNot disclosedNo other public company boards disclosed in Bailey’s biography
RTX affiliationNoneRTX “is not affiliated with the Company,” per biography

Board Governance

  • Independence: The Board determined Bailey is independent under NYSE American and SEC rules .
  • Roles: Lead Independent Director; Audit Committee Chair; Compensation Committee member .
  • Committees: Audit (Bailey/Crawford/Henninger – all independent), Compensation (Henninger/Bailey – independent), Governance & Nominating (Crawford/Henninger – independent) .
  • Attendance: In FY2024 the Board held six meetings; all members attended at least 75% of meetings; Audit Committee met five times; Compensation Committee met once; Nominating Committee did not meet .
  • Shareholder engagement: As Lead Independent Director, Bailey monitors stockholder communications and escalates substantive governance/strategy matters to the Board .
  • Audit oversight: As Chair, Bailey signed the Audit Committee report recommending inclusion of FY2024 audited financials in the Form 10-K and oversaw auditor independence and scope .
  • Anti-hedging: Directors and executive officers are prohibited from hedging transactions (puts, calls, short sales) under the Insider Trading Policy .
  • Family relationships: None disclosed among directors/officers .
  • Legal proceedings: No disqualifying legal or regulatory proceedings disclosed for current directors/officers in the past 10 years .

Fixed Compensation

Component (FY2024 standard)Amount ($)Notes
Annual cash retainer (director)11,700Payable quarterly
Committee membership retainer (per committee)3,900Payable quarterly
Audit Committee Chair retainer4,875Payable quarterly
Compensation Committee Chair retainer4,875Payable quarterly
Robert Bailey – 2024 Director CompensationAmount ($)Notes
Fees earned or paid in cash2,925Pro-rated for November 2024 appointment
Stock awards0No RSUs/PSUs disclosed for directors in 2024
Option awards (grant-date fair value)22,174ASC 718 fair value; see 10-K Note 6 assumptions
Non-equity incentive compensation0Not applicable to directors
All other compensation0Not disclosed
Total25,099Sum of components

Note: The 2024 director compensation table presentation does not reflect the 1-for-10 reverse stock split effected June 6, 2025 .

Performance Compensation

Equity Award FeatureDetailNotes
Director option grantsGranted on initial appointment/election date; annual grants thereafterOptions granted at appointment/election and at each annual meeting
Grant timing for BaileyNovember 11, 2024 (appointment date)Appointment date disclosed; grant tied to appointment per standard policy
Grant size (Bailey outstanding as of 12/31/2024)15,000 optionsAggregate options outstanding as of FY2024 year-end
Strike priceFair market value on grant dateExact price not disclosed
Vesting20% at grant; 80% nine months after grantStandard director option vest schedule
ExpirationNot disclosed
Performance metrics (PSUs/TSR/financial targets)None disclosed for director equityDirector comp described as options; no PSU/metric framework disclosed

Other Directorships & Interlocks

EntityRelationshipPotential Interlock/Conflict
Abundia Financial, LLC80.9% holder post–July 1, 2025 Share ExchangeConcentrated control; not tied to Bailey per disclosure
Bower Family Holdings, LLC9.5% holder post–July 1, 2025 Share ExchangeConcentrated control; not tied to Bailey per disclosure
RTX/UTCPrior employerRTX explicitly “not affiliated” with HUSA

Expertise & Qualifications

  • Audit committee financial expert designation; deep financial reporting and internal control oversight .
  • CPA; B.S. Accountancy, University of Massachusetts–Amherst .
  • 35+ years in corporate finance/accounting; VP Controller at UTC; CFO/PAO for multiple business units .
  • Lead Independent Director role with responsibility for shareholder communications to the Board .

Equity Ownership

HolderShares Beneficially Owned% of Shares OutstandingNotes
Robert Bailey (Director)1,500~0.004% (less than 1%)34,632,566 shares outstanding as of Nov 13, 2025; table marks “* less than 1%”
Options outstanding (as of 12/31/2024)15,000Pre–reverse-split count per director option table

Note: Beneficial ownership reflects post–reverse-split share counts as of November 13, 2025; option counts presented in the 2024 table are pre–reverse-split per disclosure .

Governance Assessment

  • Strengths: Independent status; Lead Independent Director role; Audit Chair with SEC “financial expert” designation; active Audit Committee oversight including auditor independence and FY2024 10-K inclusion recommendation; formal anti-hedging policy; no family relationships or disqualifying legal proceedings disclosed .
  • Director compensation/alignment: Mix is modest cash plus options; Bailey’s 2024 cash fees were pro-rated ($2,925) with option grant fair value of $22,174; standard vesting (20% at grant, 80% at nine months) supports time-based alignment rather than performance-conditioned equity .
  • Ownership: Personal stake is small (1,500 shares; <1%); options outstanding as of 12/31/2024 total 15,000 pre-split; no pledging disclosed; hedging is prohibited .
  • Potential risk indicators: Post–July 2025 share exchange created a controlling stockholder (Abundia Financial at 80.9%), which centralizes voting power; while not a related-party tie to Bailey, it elevates the importance of independent oversight and lead director function .
  • Board transitions: Multiple 2025 director resignations (Hartzell July 1; Grimes Aug 1; Schoonover Nov 11) and new appointments may indicate evolving governance dynamics; Bailey’s leadership in audit and as lead independent is a stabilizing factor .

RED FLAGS

  • Concentrated control post–share exchange (80.9% Abundia Financial) could limit minority shareholder influence, increasing reliance on independent directors for governance checks .
  • No performance-based equity (e.g., PSUs/TSR) disclosed for directors; options vest on time basis, not outcomes—limited pay-for-performance signaling for board comp .

No related-party transactions involving Bailey are disclosed; the proxy states no director/officer transactions requiring disclosure other than the described change-of-control transactions involving Abundia/Bower, which do not name Bailey .