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Scott Lublin

Executive Vice President and Chief Lending Officer at Metropolitan Bank Holding
Executive

About Scott Lublin

Scott Lublin is Executive Vice President and Chief Lending Officer of Metropolitan Bank Holding Corp. (MCB), serving in this role since April 2018; he previously led MCB’s commercial real estate business (2008–2013) and managed BankUnited’s New York City commercial real estate lending group (2013–2018). He holds an MBA from Fordham University and a BS from SUNY Buffalo; age 58, with ~7 years’ tenure as CLO as of 2025 . Company performance in 2024: Net Income $66.7M (down 13.7% YoY; Adjusted Net Income +13.7% YoY), loans $6.0B (+7.3% YoY), deposits $6.0B (+4.3% YoY), and Net Interest Margin 3.53%; Adjusted ROATCE 12.2% .

Past Roles

OrganizationRoleYearsStrategic Impact
Metropolitan Commercial BankSenior Vice President, Commercial Real Estate2008–2013Built and managed CRE lending franchise at MCB .
BankUnitedExecutive Vice President; Managed NYC CRE Lending Group2013–2018Led NYC CRE lending, contributing to portfolio growth and discipline .
Metropolitan Bank Holding Corp.Executive Vice President & Chief Lending OfficerApr 2018–PresentOversees lending strategy; achieved target business performance under 2024 scorecard, balancing net loan growth, deposit relationships, and credit quality .

External Roles

No public company directorships or external board roles disclosed for Lublin .

Fixed Compensation

Component2024 AmountNotes
Base Salary$510,9944% YoY increase from 2023 ($491,341) .
Target Annual Incentive (AIP)100% of base salaryScorecard-based; threshold 85%, target 100%, max 125% for non-CEO NEOs .
All Other Compensation (perqs/benefits)$17,866Life insurance $780; Exec supplemental life & disability $5,956; Transportation $780; 401(k) employer contribution $10,350 .

Performance Compensation

Short-Term Incentive (AIP) – 2024 Outcome

MetricWeightingTargetActualPayout AttributionVesting
Corporate Performance (Adjusted Net Income Growth, Adjusted ROATCE)50%Target set; corporate component capped at target Target$255,497 (50% of salary at target) 25% cash; 75% RSUs vest in 3 equal annual installments beginning ~1 year after grant .
Business Performance (Lending KPIs)50%Net loan growth ~12% YoY; deposit relationship growth; NCOs ≤50 bps; credit quality & execution follow-up Target (comp committee assessed target given strategy shift to NIM expansion and capital preservation; deposit growth below target due to idiosyncratic year-end flows) $255,497 (50% of salary at target) 25% cash; 75% RSUs vest over 3 years .
Total AIP Payout100%Target$510,994 total; $127,749 paid in cash (25%); remainder settled in RSUs (75%) RSUs vest in 3 equal annual installments beginning ~1 year after grant .

Long-Term Incentives – Grants and Earnout

AwardGrant DateTarget/GrantEarnout/OutcomeVesting
Time-Based RSUs (2024 grant)3/1/202411,199 RSUs (grant date fair value $460,615) Time-based; not performance-linkedVests in 3 equal annual installments starting 3/1/2025 .
PRSUs (2024 grant)5/30/2024Target 24,420 units (grant date fair value $999,999); Corporate performance 70% (net loan growth; deposit relationships; DDA growth); Individual 30% (NCOs <25 bps; no net increase in material loan exceptions) Earnout assessed at 7,326 RSUs (30% of target met via individual performance; corporate below target) Pays out in RSUs vesting in 3 equal installments beginning ~1 year after grant (June 1, 2025; Feb 28, 2026; Feb 28, 2027) .

2024 Stock Awards Vesting/Realization

2024 Stock VestedSharesValue Realized
RSUs vested during 202436,509$2,236,142 .

Equity Ownership & Alignment

ItemDetail
Beneficial Ownership49,988 shares (Record Date 4/3/2025); total shares outstanding 11,066,234 .
Ownership % of Outstanding≈0.45% (49,988 / 11,066,234) .
Unvested RSUs (as of 12/31/2024)11,199 (3/1/2024 grant); 6,329 (3/1/2023 grant); 1,393 (2/23/2022 grant) .
2024 PRSU (as of 12/31/2024)Target 24,420 unearned units; earnout later determined at 7,326 RSUs .
OptionsNone outstanding; no option awards .
Hedging/PledgingHedging prohibited; short sales prohibited; margin accounts/pledging require Board approval per Insider Trading Policy and director guidelines .
Executive Ownership GuidelinesNEOs: 3× base salary; expected to meet within 5 years; restricted shares/RSUs subject to performance goals excluded from calculation .
Guideline Compliance (indicative)Beneficial shares ≈$2.919M using $58.40 price at 12/31/2024 vs. 3× salary $1.533M (suggests he meets guideline); price: $58.40 , salary: $510,994 , shares: 49,988 .

Upcoming Vesting Schedule (selected)

DateInstrumentShares VestingNotes
Mar 1, 2025RSUs (3/1/2024 grant)≈3,733 (1/3 of 11,199) First tranche of 2024 RSUs.
Mar 1, 2025RSUs (3/1/2023 grant)≈2,110 (2/3 of 6,329 total over 3 years; second tranche) Second tranche of 2023 RSUs.
Mar 1, 2025RSUs (2/23/2022 grant)≈465 (final 1/3 of 1,393) Third tranche of 2022 RSUs.
Jun 1, 2025RSU tranche from 2024 PRSU earnout≈2,442 (1/3 of 7,326) First tranche from 2024 PRSU earnout.
Feb 28, 2026RSU tranche from 2024 PRSU earnout≈2,442 (2/3 of 7,326) Second tranche.
Feb 28, 2027RSU tranche from 2024 PRSU earnout≈2,442 (3/3 of 7,326) Final tranche.

Note: Share counts for upcoming vesting are derived from disclosed grant sizes and vesting schedules; actual realized shares can differ due to tax withholding on settlement .

Employment Terms

TermKey Provisions
Employment AgreementInitial 3-year term, auto-renews daily to maintain a 3-year remaining term; confidentiality and non-solicitation obligations .
Severance – Without Cause / Good ReasonLump sum equal to 2× base salary; immediate vesting of outstanding unvested equity awards upon qualifying termination .
Change-in-ControlTable discloses payments due upon change in control consistent with severance and equity vesting amounts; Lublin does not have a separate CIC agreement (CIC agreements apply to Dougherty, Rosenberg, Capra) .
Disability / DeathCash severance equal to one times base salary ($510,994); equity awards vest (value shown separately) .
Equity AccelerationUnvested equity vest upon qualifying involuntary termination without cause or resignation for good reason (and upon death) .
Non-Compete / Non-SolicitRestricts solicitation of customers for 1 year post-termination; non-compete not specifically disclosed .
ClawbackIncentive Compensation Recoupment Policy (Dodd-Frank 954/NYSE compliant) covers 3 prior fiscal years upon accounting restatement .
Insider TradingProhibits hedging, short sales; margin/pledging only with Board approval .

Potential Payments Upon Termination (as of 12/31/2024)

ScenarioCash SeveranceEquity Vesting Value
Termination Without Cause or for Good Reason$1,175,983$2,531,114 (unvested RSUs/PRSUs vest) .
Payments Due Upon Change-in-Control (Company table)$1,175,983$2,531,114 .
Disability$510,994$2,531,114 .
Death$510,994$2,531,114 .

Compensation Structure Analysis

  • 2024 pay mix shows high equity linkage: AIP settled 75% in RSUs and PRSU earnout paid in RSUs with multi-year vesting, reinforcing alignment and retention .
  • The Compensation Committee adjusted business scorecard assessments to target in light of strategic reorientation to NIM expansion and capital preservation (deposit growth below target), indicating discretion in goal evaluation; corporate component capped at target to limit upside risk .
  • No stock options or SERP; clawback, hedging prohibitions, and ownership guidelines mitigate risk-taking and enhance alignment .

Related Party Transactions & Governance Red Flags

  • No related party transactions requiring disclosure or approval in 2024 .
  • No delinquent Section 16(a) filings in 2024 .
  • Change-in-control agreements include 280G cutback provisions for other NEOs (not Lublin), avoiding tax gross-ups; Lublin’s severance tied to salary multiples, with equity acceleration on qualifying termination .

Compensation Peer Group and Say-on-Pay

  • 2024 peer group reconstituted to reflect commercial banking focus (e.g., BLFY, DCOM, NBBK added; see full list) .
  • Say-on-Pay 2024 approval: 91.40%; investor engagement reached >50% of outstanding shares in 2024 .

Investment Implications

  • Alignment: Strong equity weighting (AIP RSUs 75%; PRSUs vesting 2025–2027) ties Lublin’s pay to sustained credit quality and lending discipline; ownership appears to exceed 3× salary guideline, with hedging/pledging prohibitions reducing misalignment risk .
  • Retention vs. Selling Pressure: Multiple vesting events across 2025–2027 (RSUs and PRSU earnout) create periodic settlement windows; 2024 saw 36,509 shares vest ($2.24M value), implying potential selling/tax-withholding flows around vest dates .
  • Performance Rigor: Committee exercised discretion to assess business metrics at target amid strategy shift; monitor continued use of adjustments to maintain pay-for-performance integrity and ensure corporate targets remain demanding (corporate component capped at target) .
  • Downside Protections: Clawback, no options/SERP, and equity acceleration only on qualifying termination support risk management; severance at 2× salary is moderate and equity instant vesting could be meaningful in a downturn scenario .