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Wilfred T. O'Gara

Chairman of the Board at LSI INDUSTRIES
Board

About Wilfred T. O’Gara

Independent Chairman of the Board at LSI Industries (LYTS), age 68, director since January 1999 and appointed Chairman in August 2018. He is Managing Director of Buffalo Fork Holdings, LLC (investment company) and previously served as CEO of Isoclima SpA (2017–2018) and President/CEO (2003–2017) and Vice Chairman (2016–2017) of The O’Gara Group (security/defense). The Board designates him an “audit committee financial expert” under SEC guidelines and affirms his independence per Nasdaq standards .

Past Roles

OrganizationRoleTenureCommittees/Impact
Isoclima SpAChief Executive OfficerJul 2017–Aug 2018Led a producer of transparent armor and specialized glass/polycarbonate products .
The O’Gara GroupPresident & Chief Executive Officer2003–2017Security and defense-related firm leadership .
The O’Gara GroupVice Chairman2016–Jul 2017Oversight during transition period .

External Roles

OrganizationRoleStatus/TenureNotes
Buffalo Fork Holdings, LLCManaging DirectorCurrentInvestment company leadership .

Board Governance

  • Roles: Independent Chairman; Executive Committee (Chair); Nominating & Corporate Governance Committee (member). Not on Audit or Compensation Committees .
  • Independence: Board determined O’Gara is independent under Nasdaq standards .
  • Attendance: Board held 5 meetings in FY2025; each director attended at least 75% of Board/committee/independent director meetings; all directors attended the 2024 annual meeting (same expectation reiterated for 2025) .
  • Committee activity: Executive Committee (O’Gara as Chair) did not meet in FY2025; Nominating & Corporate Governance Committee (Beech – Chair; Hanson; O’Gara) met 5 times in FY2025 .
  • Executive sessions: Independent directors met in executive session at the end of certain Board and committee meetings (without management) .
  • Say-on-Pay context: 98% approval at 2024 annual meeting, indicating strong shareholder support for compensation governance .

Fixed Compensation (Director)

MetricFY2024FY2025
Fees earned or paid in cash (O’Gara)$125,000 $125,000
Stock awards (O’Gara)$75,000 (quarterly common share grants) $75,000 (quarterly common share grants)
Total (O’Gara)$200,000 $200,000
Standard non-employee annual compensation (policy)$135,000; $75,000 equity, balance cash $135,000; $75,000 equity, balance cash
Chairman of the Board annual retainer (policy)$65,000 $50,000
Committee Chair retainers (policy)Audit $20,000; Comp $15,500; N&CG $13,500 Audit $17,500; Comp $15,500; N&CG $13,500
Announced change effective FY2026Increase equity portion by $15,000; cash by $10,000

Notes:

  • LYTS does not pay meeting fees; employee-directors receive no director pay .

Performance Compensation (Director)

  • Non-employee director equity is delivered as quarterly common share grants as part of the retainer; there are no performance-conditional metrics for director equity .
  • Hedging/pledging prohibited for directors; Company states no Board member engaged in hedging or pledging transactions .

Other Directorships & Interlocks

CategoryDetails
Current public company boardsNone disclosed in LYTS 2025 and 2024 proxies for O’Gara .
Committee interlocksProxy discloses no Compensation Committee interlocks; O’Gara is not on the Compensation Committee .

Expertise & Qualifications

  • Audit Committee Financial Expert (SEC designation) .
  • Background leading defense/security manufacturing and specialty materials businesses; managing director of an investment firm .
  • Governance leadership as independent Chairman; tenure since 1999 provides deep company knowledge .

Equity Ownership

MetricAs of Sept 10, 2024As of Sept 9, 2025
Beneficial ownership (shares)114,422 115,937
Percent of outstanding<1% <1%
Director stock ownership guideline3x annual retainer (FY2024 policy) 5x annual cash retainer (FY2025 policy); all non-employee directors in compliance
Hedging/pledgingProhibited; no pledging/hedging by Board members reported Prohibited; no pledging/hedging by Board members reported
Section 16(a) filing statusAll filing requirements met in FY2024 All filing requirements met in FY2025

Governance Assessment

  • Positives

    • Independent Chairman with financial expertise enhances oversight; Board affirms independence .
    • Strong shareholder support for compensation governance (98% Say-on-Pay in 2024) .
    • Robust director ownership standards increased to 5x cash retainer in 2025; hedging/pledging prohibited and not used by directors, aligning incentives .
    • Consistent attendance (≥75%) across directors and use of independent executive sessions .
  • Watch items

    • Very long tenure (since 1999) can raise independence/perception questions for some investors despite formal independence; continued refreshment through committee composition and skills mix is relevant .
    • Executive Committee (which O’Gara chairs) did not meet in FY2025; while not necessarily problematic, investors may monitor how Board workload is distributed across committees .
  • Conflicts/related-party exposure

    • Proxy outlines related-party review policy; no related person transactions or Compensation Committee interlocks involving O’Gara are disclosed .