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Gerald Amato

Director at Legacy Education
Board

About Gerald Amato

Gerald Amato, age 74, has served as a director of Legacy Education Inc. since September 2021. He is President of Amato and Partners, LLC (since March 2014) and holds a Bachelor of Science in Finance from St. Francis College, with expertise in investor relations . The Board’s independence disclosure lists three independent directors (Faulkner, Marshall, Paulson); Amato is not listed among those independent determinations .

Past Roles

OrganizationRoleTenureCommittees/Impact
Amato and Partners, LLCPresidentMar 2014 – present Investor relations advisory; relevant capital markets expertise

External Roles

No other public company directorships were disclosed in the proxy for Mr. Amato .

Board Governance

  • Board size and tenure: Six directors, annual elections; Amato nominated to serve a one-year term ending at the 2026 meeting .
  • Independence: Board considers Blaine Faulkner, Zwade J. Marshall, and Janis L. Paulson to be independent (50% of Board); Amato is not listed among independent directors .
  • Leadership: Combined Chair/CEO (LeeAnn Rohmann); Board states a lead independent director is not necessary at this time .
  • Committees:
    • Audit: Faulkner (Chair), Paulson, Marshall .
    • Compensation: Marshall (Chair), Paulson, Faulkner .
    • Nominating & Corporate Governance: Paulson (Chair), Marshall, Faulkner, Amato .
  • Attendance: In FY2025, Board held 5 meetings; none of the directors attended fewer than 75% of Board and committee meetings on which they served .
  • Executive sessions: Independent directors meet separately without management on a regular basis .

Fixed Compensation

MetricFY 2025
Fees earned or paid in cash ($)$33,750
Annual Board cash retainer policy$40,000 (director)
Committee chair cash fee (policy)$10,000 (annual)
Committee member cash fee (policy)$5,000 (annual)

Notes:

  • The Company reimburses out-of-pocket expenses for Board meeting attendance .

Performance Compensation

ComponentFY 2025Grant Details
Option Awards ($ fair value)$176,596 Grant dates/strike/vesting for director awards not disclosed in proxy
  • The Non-Employee Director Compensation section describes cash retainers and option awards; no performance metrics (e.g., TSR, EBITDA) tied to director compensation were disclosed in that section .
  • Equity grant timing controls: Company states it does not time option grants around MNPI, with blackout windows; policy references include January 2025 and September 2025 as last grant periods in different sections .

Other Directorships & Interlocks

CompanyRoleCommittee RolesPotential Interlocks/Conflicts
None disclosed
  • No other public company boards for Mr. Amato were disclosed in the proxy biography .

Expertise & Qualifications

  • Investor relations advisory experience (President, Amato and Partners, LLC) .
  • BS in Finance, St. Francis College .

Equity Ownership

MetricAs of Record Date (Oct 17, 2025)
Total beneficial ownership (shares)310,478
Ownership (%)2.41% (12,563,370 shares outstanding)
Direct/common shares65,000
Options exercisable within 60 days245,478
  • Pledging/hedging: Company states it does not currently have an anti-hedging policy; no pledging disclosure specific to Mr. Amato found in proxy .

Governance Assessment

  • Committee assignments and effectiveness:
    • Amato serves on the Nominating & Corporate Governance Committee (not chair), which oversees board composition, independence standards, and governance effectiveness .
    • Compensation Committee held no meetings in FY2025 but acted by unanimous written consent twice; Audit Committee held one meeting and used written consents thrice. This reliance on written consents may limit deliberation transparency, though attendance thresholds were met .
  • Independence and structure:
    • Amato is not listed among the Board’s independent directors; combined Chair/CEO with no lead independent director cited as “not necessary,” which can weaken independent oversight .
  • Compensation alignment:
    • Director pay mix includes cash and significant option awards ($176,596 in FY2025) ; policy-level cash retainers and committee fees are defined, but performance-based metrics for director equity are not disclosed .
  • Ownership alignment:
    • Amato beneficially owns 310,478 shares (2.41%), including 245,478 options exercisable within 60 days, indicating meaningful equity exposure .
  • Related-party exposure – RED FLAGS:
    • Consulting payments to Mr. Amato: $135,875 (FY2025) and $61,100 (July 1, 2025 through proxy date). Even with a related-person transaction policy, direct payments to a sitting director present perceived conflicts and independence concerns .
    • Anti-hedging policy absence: Company does not currently prohibit hedging transactions for directors or employees, which can undermine alignment with shareholders .
    • Structural governance: Combined Chair/CEO and no lead independent director role reduce counterbalance to management, elevating governance risk .
  • Shareholder engagement signals:
    • Directors are expected to attend annual meetings ; independent directors meet in executive session regularly .
  • Clawback:
    • Compensation Committee administers the Company’s Clawback Policy; specific triggers and enforcement history are not detailed in the proxy .

Related Party Transactions

Related PartyDescriptionFY 2025 AmountFY 2026 YTD (through proxy date)
Gerald Amato (Director)Consulting fees$135,875 $61,100
  • The Company maintains a related person transaction approval policy overseen by the Audit Committee or another independent Board body, considering independence impacts and third-party comparability .

Board & Committee Activity (FY2025)

BodyMeetings HeldActions by Unanimous Written ConsentAttendance note
Board of Directors5 3 No director <75% attendance
Audit Committee1 3 No director <75% attendance
Compensation Committee0 2 No director <75% attendance
Nominating & Corporate Governance Committee1 No director <75% attendance

Notes on Recent Board Changes

  • On September 10, 2025, Board size increased from 4 to 6; Zwade J. Marshall and Janis L. Paulson appointed. Marshall appointed Compensation Chair and Nominating member; Paulson appointed Nominating Chair and Audit/Compensation member .

Summary Signals for Investors

  • Positive: Regular executive sessions by independents ; defined director cash/equity compensation framework ; meaningful equity ownership by Amato .
  • Negative/RED FLAGS: Director consulting fees to Amato ; absence of anti-hedging policy ; combined Chair/CEO without lead independent director ; Compensation Committee’s limited formal meeting cadence (reliance on written consents) .
  • Net governance view: Committee participation (Nominating & Governance) suggests engagement, but independence and related-party compensation exposures warrant heightened monitoring for potential conflicts and oversight robustness .