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Robert Morgan

Vice President, Exploration at Idaho Strategic Resources
Executive

About Robert Morgan

Robert Morgan is Vice President of Exploration at Idaho Strategic Resources (IDR), a role he has held since January 16, 2018; he is 57 years old and holds a B.S. in Geology from California State University, Chico, with professional registrations as an Idaho Professional Geologist and a Montana Professional Land Surveyor . He brings 22+ years of exploration experience (20 years focused on gold), including roles at Newmont and ASARCO across the western U.S., Alaska, and South America, with a track record designing and managing large exploration programs and multi‑dataset target generation . Company pay-versus-performance disclosures show TSR for $100 invested at 12/31/2020 grew to $177.24 by 12/31/2023 and net income turned positive in 2023 at $1,073,449 .

Past Roles

OrganizationRoleYearsStrategic Impact
Idaho Strategic Resources (IDR)Vice President of Exploration2018‑present (since Jan 16, 2018) Leads exploration programs; mapping, drill logging, and multi‑dataset targeting for gold, silver, base metals, REEs
NewmontExploration (specific title not disclosed)Not disclosedWorked across western U.S., Alaska, South America; gold exploration focus
ASARCOExploration (specific title not disclosed)Not disclosedExploration experience contributing to target identification and program execution

External Roles

OrganizationRoleYearsNotes
Not disclosedNo external board or public-company directorships disclosed for Morgan; proxy notes “Other Directorships” for IDR directors but Morgan is not a director .

Fixed Compensation

Metric2021202220232024
Base Salary ($)100,000 123,958 140,625 152,100
Annual Cash Bonus ($)— (none disclosed) — (none disclosed) — (none disclosed) 25,000
NotesSalary increased effective Dec 1, 2024 to $200,400 (annualized)

Additional salary actions: On Dec 1, 2023, IDR increased Morgan’s annual salary from $135,000 to $150,000 .

Performance Compensation

Annual Incentive (Cash)

YearMetricWeightingTargetActualPayoutVesting
2024Discretionary bonus; no formulaic metrics disclosed (Comp Committee does not establish specific targets for total direct compensation) Not disclosedNot disclosedNot disclosed25,000 Cash (N/A)
2021–2023No annual bonus disclosed for Morgan

Equity Awards – Grant-Date Fair Value

YearOptions – Grant-Date Fair Value ($)
202148,046
20229,190
2023— (no option or stock awards disclosed for Morgan)
2024— (no option or stock awards disclosed for Morgan)

Outstanding/Exercisable Options – As of Key Dates

As of December 31, 2022:

CountExercise PriceExpirationVesting
14,286 $5.60 2/11/2024 100% vested at grant
7,143 $5.60 10/19/2024 100% vested at grant
3,000 $5.25 9/5/2025 100% vested at grant

As of December 31, 2023:

CountExercise PriceExpirationVesting
7,143 $5.60 10/19/2024 100% vested at grant
3,000 $5.25 9/5/2025 100% vested at grant

January 15, 2025 Grant (one-time awards under 2023 Plan):

GranteeCountExercise PriceVestingExpiration
Robert Morgan (NEO)13,000 $11.50 (10% premium to 1/14/2025 close) Equal amounts bi‑annually 3 years from grant date (Jan 15, 2028)

Option exercises: No NEO option exercises in 2023 or 2022 .

Equity Ownership & Alignment

HolderBeneficial OwnershipComponentsPercent of ClassPledgedNotes
Robert Morgan40,939 shares 37,939 common + 3,000 exercisable options 0.29% (based on 14,052,872 out.) None pledged Insider trading policy prohibits hedging, short sales, margin accounts; establishes blackout windows and pre‑clearance for officers

Ownership guidelines: Proxy section is titled “Stock Ownership Guidelines” but cites the Insider Trading Policy; no numeric ownership multiple/guideline disclosed .

Employment Terms

  • Employment agreements: None for NEOs; no change‑in‑control provisions for NEOs .
  • Severance: No severance multiple or plan disclosed for executives .
  • Clawback policy: Adopted per NYSE Rule 10D‑1; applies to incentive‑based compensation tied to financial reporting measures (including stock price/TSR); 3‑year lookback; recovery required upon accounting restatement, with Board committee discretion on method and documented estimates for stock‑price/TSR awards .
  • Insider trading: Policy adopted Mar 26, 2025; prohibits trading on MNPI, hedging, short sales, margin accounts; sets blackout periods and pre‑clearance; Rule 10b5‑1 plan procedures addressed .

Governance & Committee Context (Compensation Oversight)

  • Compensation Committee chaired by independent director Richard Beaven, who also chairs Audit and Nominating & Corporate Governance committees .
  • CEO recommends compensation for other NEOs; Compensation Committee references market/peer data but does not set specific formulaic targets for total direct compensation .

Say‑on‑Pay & Shareholder Feedback

YearResult
202499% of votes cast supported executive compensation program
202199.2% support noted

Performance & Track Record Highlights

  • TSR (pay-versus-performance presentation): Value of $100 invested at 12/31/2020 reached $177.24 by 12/31/2023 .
  • Profitability: Net income of $1,073,449 in 2023 (following losses in 2021–2022) .
  • 2024 pay decisions: NEO salary increases (including Morgan to $200,400 effective 12/1/2024) to maintain competitiveness relative to peers .

Compensation Structure Analysis

  • Mix shift: Cash compensation rose with 2023 and 2024 salary increases; limited equity grants in 2023–2024 for Morgan (no 2023–2024 option/stock awards in SCT), followed by a discrete 2025 option grant (13,000 options) .
  • Performance linkage: Annual bonus appears discretionary; the Compensation Committee does not disclose metric weights/targets for NEO cash incentives .
  • Equity design: Legacy options vested immediately at grant; the 2025 grant introduces a bi‑annual vesting cadence over three years, improving retention alignment and creating potential vesting‑date supply overhang .
  • Risk controls: Formal clawback policy and robust insider trading constraints (hedging/pledging prohibited) mitigate misalignment risks .

Investment Implications

  • Alignment: Morgan’s beneficial ownership (0.29%) and ongoing option exposure, combined with prohibitions on hedging/pledging, indicate reasonable alignment with shareholders, though the absolute stake is modest for a senior operator .
  • Retention and selling pressure: The Jan 15, 2025 option grant (13,000 @ $11.50, bi‑annual vesting through 3 years) creates semi‑annual potential selling windows; monitor Form 4 filings around vest dates and into the Jan 2028 expiry for supply overhang risks .
  • Pay-for-performance: Discretionary cash bonuses and the absence of disclosed formulaic performance metrics limit transparency; however, recent salary adjustments and the 2025 equity structure suggest the committee is shifting toward market competitiveness and multi‑period retention .
  • Governance safeguards: No employment or CIC agreements, a codified clawback, and strong insider trading restrictions reduce governance red flags; continued high say‑on‑pay support (99% in 2024) indicates investor acceptance of the program to date .