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Derrick Burks

Lead Independent Trustee at KITE REALTY GROUP TRUST
Board

About Derrick Burks

Derrick Burks (age 68) is KRG’s Lead Independent Trustee (since 2024) and has served on the Board since March 2021; he chairs the Compensation Committee and is a member of the Audit Committee . He is a former EY partner (2002–2017) and Indianapolis Office Managing Partner (2004–2017); previously at Arthur Andersen (1978–2002), serving three years as Indianapolis Managing Partner; he holds a B.S. in Accounting from Indiana University . The proxy highlights his deep REIT/audit, M&A, capital markets, enterprise risk and SEC expertise; the Board classifies him as independent .

Past Roles

OrganizationRoleTenureCommittees/Impact
Ernst & Young LLPPartner; Managing Partner, Indianapolis officePartner 2002–2017; Office MP 2004–2017Led local practice; extensive REIT, audit/SEC and transaction experience
Arthur Andersen LLPVarious roles; Managing Partner, Indianapolis office1978–2002; MP for three yearsPublic company audit leadership; client service across industries

External Roles

OrganizationRoleTenureCommittees/Notes
Equity LifeStyle Properties, Inc. (NYSE: ELS)DirectorSince Feb 2021Committee roles not specified in KRG proxy
Duke Energy Corporation (NYSE: DUK)DirectorSince Mar 2022Committee roles not specified in KRG proxy
Vectren Corporation (sold 2019)Director2017–2019Audit Committee and Finance Committee
Indiana University FoundationDirectorSince 2019
Heart Change Ministries, Inc.DirectorSince 2018
IU Kelley School Dean’s Advisory CouncilMember

Board Governance

  • Independence and leadership: Independent trustee; currently Lead Independent Trustee with authority to set agendas, liaise between Board/CEO and independents, and preside over executive sessions held at least quarterly .
  • Committees and expertise: Compensation Committee Chair (met 5 times in 2024); Audit Committee member (met 4 times in 2024). All members of both committees are independent; Board determined all Audit Committee members are “audit committee financial experts” .
  • Attendance and engagement: Board met 4 times in 2024; each trustee attended at least 75% of Board/committee meetings, and all trustees attended the annual meeting .
  • Related-party oversight: No significant related-party transactions currently; Corporate Governance & Nominating Committee reviews related-party transactions .
  • Interlocks: No Compensation Committee interlocks in 2024; Burks serves as Comp Committee Chair with Coleman and O’Reilly, all independent .

Fixed Compensation

KRG Non‑Employee Trustee Compensation Schedule (service period: 2024–2025)

ElementAmount/Terms
Annual Cash Retainer$85,000
Annual Equity (Common Shares)$130,000 (time‑vested, 1‑year vest)
Committee Member Fees (Cash)Audit: $12,500; Compensation: $10,000; Corporate Governance & Nominating: $10,000
Committee Chair Fees (Cash)Audit: $25,000; Compensation: $20,000; Corporate Governance & Nominating: $20,000
Lead Independent Trustee Fee (Cash)$35,000
Other FeaturesCash retainers may be deferred into fully‑vested deferred share units; new trustees receive 750 restricted common shares vesting after 1 year

2024 Actual KRG Director Compensation – Derrick Burks

YearFees Paid in CashCommon Share and Unit Awards (Grant-Date FV)Total
2024$132,917 $130,020 $262,937

Outstanding Unvested Restricted Shares (12/31/2024)

NameUnvested Restricted Common Shares
Derrick Burks6,233

Notes: Annual common share grants vest over one year; cash retainers can be taken as deferred share units; initial joining grant of 750 restricted shares vests in one year .

Performance Compensation

  • KRG does not use performance-vested equity or cash metrics for non‑employee directors; director equity awards are time‑based (one‑year vest); no stock options disclosed for directors in 2024 .

Other Directorships & Interlocks

  • Current public company boards: ELS (since 2021), DUK (since 2022) .
  • Prior public company board: Vectren (2017–2019), Audit and Finance Committees .
  • Compensation Committee interlocks: None in 2024 (per SEC definition) .

Expertise & Qualifications

  • Financial/audit expertise: Former EY and Arthur Andersen managing partner; Board deems all Audit Committee members, including Burks, as “audit committee financial experts” .
  • Domain experience: >25 years focused on real estate/REITs; M&A, capital markets, enterprise risk, SEC matters; CPA background; prior AICPA/Indiana CPA Society membership; former Indiana State Board of Accountancy Commissioner .

Equity Ownership

As of/ItemAmount
Beneficial Ownership (Shares and Units) as of Mar 26, 202525,570; less than 1% of shares outstanding
Unvested Time‑Based Restricted Shares (12/31/2024)6,233
PledgingNo pledge disclosure for Burks in proxy footnotes; pledges disclosed for CEO and Steven P. Grimes (not Burks)
Ownership GuidelinesNon‑employee trustees must own 5x annual cash retainer within 5 years of joining Board

Governance Assessment

  • Positives: Independent Lead Trustee with clear authority and regular CEO engagement; independent committees; strong audit literacy; Comp Committee chaired by Burks met 5x in 2024; Audit Committee met 4x; at least 75% attendance and full annual meeting attendance; robust anti‑hedging policy applies to trustees; no significant related‑party transactions; no comp committee interlocks .
  • Pay governance under his committee: Shareholder support for say‑on‑pay was ~97.7% in 2024; committee engages independent consultant (Ferguson Partners) and uses a defined retail REIT peer group, reviewed annually .
  • Alignment: Director pay includes a significant equity component with one‑year vest; ownership guideline set at 5x cash retainer; deferral into share units permitted; no Burks-specific pledging disclosed .
  • Watch items: Multiple external public boards (ELS, DUK) increase time commitments, though Board‑level attendance thresholds were met in 2024 and committee schedules appear manageable (4–5 meetings) .

RED FLAGS: None identified specific to Burks in the latest proxy—no related‑party exposure, no interlocks, and no pledging disclosed for him .