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Joel Rahn

Executive Vice President, Commercial Lending at INDEPENDENT BANK CORP /MI/
Executive

About Joel Rahn

Joel F. Rahn is Executive Vice President – Commercial Lending at Independent Bank Corporation (IBCP). He joined IBCP in April 2018 and was appointed EVP/Chief Lending Officer in 2020, bringing 32 years of commercial banking experience with 15 years in senior leadership at that time . During his tenure, company performance has been solid: 2024 EPS was $3.16 and net income was $66.79 million, with cumulative TSR value of $188.95 versus peer group $146.80 (value of a fixed $100 investment) . Rahn has led talent-driven expansion initiatives and hiring that supported loan growth and market share development .

Past Roles

OrganizationRoleYearsStrategic Impact
Independent Bank CorporationSenior Vice President, Commercial Banking (West Michigan)2018–2020Built commercial pipeline and positioned for new loan production offices; LPOs contributed roughly $30 million of production in Q3 2021
Independent Bank CorporationEVP/Chief Lending Officer; EVP – Commercial Lending2020–PresentLed talent-led expansion; 8 of 10 new revenue producers tied to LPO buildout; continued senior hires in Southeast Michigan in 2025 to capitalize on market dislocation

External Roles

No external public-company directorships or committee roles for Rahn were disclosed in the reviewed company filings .

Fixed Compensation

Metric202220232024
Base Salary ($)$278,500 $290,000 $307,400
All Other Compensation ($)$35,361 $30,503 $36,849
Total Compensation ($)$590,757 $513,329 $629,175
Annual Incentive Target Bonus %20242025
Target Bonus as % of Base Salary40% (NEOs other than CEO) 40% (NEOs other than CEO)

Performance Compensation

Metric (2024 Plan)WeightThresholdTargetMaximumActual PerformancePerformance FactorPayout Ratio
Earnings Per Share (EPS)40% $2.74 $2.99 $3.49 $3.16 1.34 0.54
Efficiency Ratio12% 60.00% 59.00% 56.00% 60.83% 0.00
Non-Performing Assets / Total Assets12% 0.50% 0.30% 0.10% 0.13% 1.85 0.22
Deposit Balance Growth (ex. brokered)16% 2.50% 5.00% 10.00% 6.33% 1.27 0.20
Non-Equity Incentive Paid to Rahn202220232024
Annual Cash Incentive ($)$160,523 $72,580 $162,375

Equity LTI design: Restricted Stock Units (RSUs) are 3-year cliff vest; Performance Share Units (PSUs) have a 3-year performance period with earnout based equally on relative TSR and ROAA vs peer group (0–200% of target, guidelines table provided) . 2024 awards were valued at 40% of 2023 base salary for NEOs; 2025 awards set at 40% of 2024 base salary for NEOs (CEO at higher percentages), with grant-date market prices of $23.99 (2024) and $36.15 (2025) .

Equity Ownership & Alignment

Beneficial Ownership (Feb 21, 2025)Shares% Outstanding
Joel F. Rahn26,499 0.13%
Outstanding Unvested/Unearned Awards (as of Dec 31, 2024)Grant DateUnvested RS (shares)Market Value ($)Unearned PSUs (target shares)Payout Value Basis
Restricted Stock01/25/222,095 $72,969 (at $34.83 close)
Performance Units01/25/222,095 $72,969 (target-based; payout at performance end)
Restricted Stock02/06/232,431 $84,672 (at $34.83 close)
Performance Units02/06/232,431 $84,672 (target-based; payout at performance end)
Restricted Stock02/06/242,417 $84,184 (at $34.83 close)
Performance Units02/06/242,417 $84,184 (target-based; payout at performance end)
2024–2025 LTIP Grants to RahnGrant YearRSUs (shares)PSUs (target shares)Grant-Date Price
20242,417 2,417 $23.99
20251,819 1,819 $36.15
  • Stock ownership guidelines require EVPs to hold company stock equal to 2x base salary; unvested RS/RSUs and vested in-the-money options count, but PSUs do not; compliance ramps ratably over 5 years and restricts further sales below guideline once achieved .
  • Insider trading policy prohibits pledging IBCP stock as collateral and hedging transactions by executives and directors (alignment positive) .
  • No stock options are outstanding for NEOs as of year-end 2024; the company has not granted options since 2013 (reduces repricing risk) .
  • Attempt to fetch SEC Form 4 transactions for Rahn (to assess selling pressure) was unsuccessful due to an external API authorization error; analysis herein relies on proxy vesting/award disclosures [public insider-trades skill; attempted run on 2025-11-19].

Employment Terms

ProvisionDetails
Employment AgreementNone; base salaries for executives (other than CEO) are set by CEO with Committee input
Management Continuity AgreementDouble-trigger severance if a change-in-control occurs and employment is terminated or constructively terminated (good reason), with self-renewing 3-year terms; benefits limited to $1 less than 3x “base amount” per IRC 280G
Severance MultipleLump sum equal to 18–36 months’ salary+bonus; 18–36 months continuation of benefits
ClawbackCompany must recoup certain incentive compensation in event of a financial statement restatement
Hedging/PledgingProhibited by policy for executives/directors
Nonqualified Deferred Compensation (2024)No executive or registrant contributions reported for Rahn; no aggregate balance disclosed
Change-in-Control Economics (if terminated on Dec 31, 2024)Estimated Amount ($)280G Limitation ($)
Joel F. Rahn$1,425,285 $1,452,914

Performance & Track Record

Company Performance (Context)202220232024
Net Income ($)$63,351,000 $59,067,000 $66,790,000
EPS ($)$2.97 $2.79 $3.16
Cumulative TSR (Value of $100)119.91 136.67 188.95
Peer Group Cumulative TSR (Value of $100)99.06 109.02 146.80
  • Loan production office strategy under Rahn delivered immediate lift, with roughly $30 million contribution to production in Q3 2021; 8 of 10 new revenue producers tied to LPO buildout .
  • Continued senior commercial banker hiring in Southeast Michigan in 2025; leveraging industry consolidation to attract talent and relationships .

Compensation Structure Analysis

  • Mix emphasizes pay-for-performance: annual incentive weighted to EPS (40%), asset quality and efficiency (24% combined), and deposits (16%), with clear threshold/target/max constructs and payouts; Rahn’s 2024 incentive was $162,375 on $307,400 base (52.8% of base) reflecting strong EPS/deposits versus efficiency miss .
  • Long-term equity shifted to RS/PSUs; no options outstanding, reducing repricing risk; RS cliff vest and PSUs are earned based on 3-year relative TSR and ROAA (alignment with shareholder value and returns) .
  • Ownership discipline: EVP 2x salary guideline, sales restricted below guideline levels, and anti-hedging/anti-pledging policies (alignment positive) .
  • External benchmarking: Meridian Compensation Partners reviewed programs vs a 21-bank peer group; shareholder say-on-pay support was 96.1% in 2024 (program credibility) .

SAY-ON-PAY & Shareholder Feedback

  • 2024 say-on-pay approval: approximately 96.1% for, 3.6% against, 0.3% abstain; Committee made no material changes based on supportive results .

Investment Implications

  • Alignment and retention: Double-trigger CoC severance and substantial estimated payout ($1.43 million) mitigate transition risk while anti-pledging/hedging policies and ownership guidelines strengthen alignment; RS/PSU structures defer value realization, moderating near-term selling pressure absent Form 4 evidence .
  • Performance leverage: Annual bonus metrics directly tie comp to EPS, deposit growth, and asset quality; 2024 results show balanced execution with EPS/deposits outperformance offset by efficiency, supporting disciplined growth in a competitive funding environment .
  • Equity signals: Fewer 2025 shares granted reflect higher stock price (value constant at ~40% of base), maintaining long-term incentive intensity while reducing dilution; absence of options reduces headline risk from repricings .
  • Strategic execution: Documented contributions from LPO strategy and ongoing senior hiring in key markets highlight Rahn’s role in value creation via talent acquisition and loan growth, a positive indicator for future production and relationship capture .