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Russell Horowitz

Chairman at MARCHEX
Executive
Board

About Russell Horowitz

Founder of Marchex; Chairman since April 2019; previously Co‑CEO (Oct 2016–Feb 2023), Executive Director (Aug 2017; Feb 2015–May 2016), CEO/Treasurer/Chairman from inception to Feb 2015. Age 59 in 2025; B.A. in Economics, Columbia College, Columbia University . Track-record metrics disclosed in Pay‑vs‑Performance: value of initial $100 invested on 12/31/2021 based on TSR was $70.56 in 2024, $54.84 in 2023, $64.52 in 2022; Net income was $(4.9)M in 2024, $(9.9)M in 2023, $(8.2)M in 2022 . Company policy adopted clawback for incentive compensation (effective Oct 2, 2023) and prohibits or discourages hedging/pledging transactions .

Past Roles

OrganizationRoleYearsStrategic Impact
MarchexChairman of the BoardApr 2019–presentBoard leadership; governance oversight (non‑independent)
MarchexCo‑CEO / Office of the CEOOct 2016–Feb 2023Led transition; continuity of operations
MarchexExecutive DirectorAug 2017; Feb 2015–May 2016Executive leadership without CEO title
MarchexCEO, Treasurer, ChairmanInception–Feb 2015Founding leadership, capital/strategy

External Roles

OrganizationRoleYearsStrategic Impact
Go2NetFounder, Chairman & CEO; CFO until May 20001996–2000Built/profitably exited via InfoSpace merger; integration as Vice Chairman/President
InfoSpace (post-merger)Vice Chairman & President2000 (integration period)Post‑merger integration leadership
Xanthus Management/Xanthus CapitalCEO & DirectorPrior to Go2NetEarly‑stage merchant banking
Active Apparel Group (now Everlast Worldwide)Founder & CFOPrior to Go2NetFinance, operations foundation

Fixed Compensation

Metric20232024
Base Salary ($)319,161 255,000
Bonus ($)
All Other Compensation ($)40,013 (COBRA reimbursements)
Total ($)537,428 349,013

Performance Compensation

ComponentGrant DateQuantity/StrikeVesting & Performance ConditionsExpiration
Stock Options10/22/202020,000 @ $1.90Time-based (exercisable shown); five‑year schemes elsewhere include accelerated tranches tied to revenue, adjusted OIBA, share price (see below) 10/22/2030
Stock Options12/31/202095,000 @ $1.96Time-based; see performance accelerators below 12/31/2030
Stock Options1/4/202141,000 (38,437 ex., 2,563 unex.) @ $2.02Time-based; performance accelerators for 2021 cohort described below 1/4/2031
Restricted Stock1/4/202110,250Vests 25% annually over 4 years
Stock Options10/1/202120,000 @ $3.02Director grant; 50% vest on each of first/second anniversaries; full vest on Change in Control 10/1/2031
Stock Options12/30/202147,500 @ $2.575‑year cliff with performance accelerators (see 2021 cohort below) 12/30/2031
Stock Options1/3/202251,000 (35,062 ex., 15,938 unex.) @ $2.565‑year cliff with 18/30‑month accelerators vs 2021 baselines 1/3/2032
Restricted Stock1/3/202225,500Vests 25% annually over 4 years
Stock Options9/29/202220,000 @ $1.78Director grant; 50% vest on each of first/second anniversaries; Change in Control full vest 9/29/2032
Stock Options12/30/202272,000 (36,000 ex., 36,000 unex.) @ $1.605‑year cliff with 18/30‑month accelerators vs 2022 baselines 12/30/2032
Restricted Stock12/30/202236,000Performance accelerators; see 2022 cohort
Stock Options1/25/202351,000 (22,312 ex., 28,688 unex.) @ $2.005‑year cliff; performance accelerators vs year‑of‑grant 1/25/2033
Restricted Stock1/25/202338,250Performance accelerators; see 2023 cohort
Stock Options9/28/202320,000 (10,000 ex., 10,000 unex.) @ $1.45Director grant; 50% vest on first/second anniversaries; CoC full vest 9/28/2033
Restricted Stock9/28/20237,500Director RS; 50% vest annually over 2 years; CoC full vest
Stock Options11/6/202450,000 @ $1.80Annual board grant; 50% vest on first/second anniversaries; CoC full vest 11/6/2034

Performance metrics tied to long‑term awards (accelerated vesting if achieved):

  • 2021 cohort: 50% vest upon later of 18 months or attainment of any target: TTM revenue ≥120% of 2020; TTM adjusted OIBA ≥ specified multiples; Class B share price ≥150% of initial 2020 average for 20 consecutive trading days; remaining 50% vests upon later of 30 months or stricter targets (TTM revenue ≥127%; TTM adjusted OIBA higher multiples; share price ≥160%) .
  • 2022 cohort: Same structure vs 2021 baselines with 18/30‑month accelerators at 120%/127% thresholds and price 150%/160% of 2022 averages .
  • 2023 cohort: Similar 24/36‑month accelerators vs year‑of‑grant baselines; thresholds at 120%/127% and price 150%/160% of year‑of‑grant averages .

Equity Ownership & Alignment

Ownership DetailAmountNotes
Class A shares owned4,660,927Held via MARRCH Investments, LLC; 100% of Class A outstanding; 25 votes per share
Class B shares beneficially owned1,440,2923.7% of Class B outstanding (39,245,334)
Total voting power (Class A + B)75.7%High control via super‑voting Class A
Options currently exercisable or within 60 days (Class B)443,374Included in beneficial ownership
Restricted stock subject to vesting (Class B)38,250Included in beneficial ownership
IRA holdings (Class B)5,000Personal IRA
Hedging/PledgingNo pledging disclosed for Horowitz; company policy prohibits or discourages hedging/pledging

Outstanding equity awards at 12/31/2024 (Horowitz) detail provided in Performance Compensation table above .

Employment Terms

  • Change‑in‑Control (CoC) treatment: Director grants vest in full upon CoC; executive equity awards include time‑based/performance‑based accelerators and, for certain awards company‑wide, Double‑Trigger CoC acceleration (CoC plus qualifying termination or one‑year anniversary) .
  • Clawback policy: Adopted per SEC/NASDAQ for incentive compensation received on/after Oct 2, 2023 in event of certain restatements .
  • Securities trading policy: Designed to promote insider trading compliance; prohibits or discourages hedging/pledging of company equity .

Board Service, Committees, and Governance

  • Board service history: Director since Aug 2017; Chairman since Apr 2019 .
  • Committee roles: Audit, Compensation, and Nominating & Governance committees consist of independent directors (Cline, Cogsville, Wisehart); Horowitz (Chairman) is not independent and is not listed as a committee member .
  • Committee chairs: Audit—Wisehart; Compensation—Cogsville; Nominating & Governance—Cline .
  • Independence & dual‑role implications: Board determined Horowitz (Chairman) and Arends (Vice Chairman) are not independent; the three standing committees are fully independent, providing counter‑balance to dual‑role governance concerns .
  • Meeting cadence/attendance: In FY 2024, Board held 5 meetings with 5 written consents; committees held Audit 8, Compensation 4, N&G 4; all directors attended ≥75% of meetings; independent directors held 4 executive sessions .

Director Compensation

  • Annual board equity: 50,000 options @ $1.80 granted Nov 6, 2024; 50% vest on first and second anniversaries; full vest on CoC .
  • Independent director cash: $7,500 per quarter; independent director 2024 totals shown (Horowitz’s compensation captured within NEO tables) .
  • Prior year director grants: 20,000 options @ $1.45 and 15,000 RS in Sep 2023; 50% vest annually over two years; CoC full vest .

Pay‑for‑Performance and Shareholder Views

  • Say‑on‑pay: ~95% approval in Sep 2023; Compensation Committee did not change approach in 2024 .
  • Compensation framework: Emphasizes long‑term incentives; extensive use of performance‑conditioned option/RS awards tied to revenue growth, adjusted OIBA, and stock price; Committee members and processes independent; interlocks/related party conflicts not present among committee members .

Financial Performance Context

Metric (USD)FY 2022FY 2023FY 2024
Revenues ($)52.17M*49.91M*48.12M*
EBITDA ($)(4.04M)*(5.76M)*(1.80M)*
Net Income ($)(8.25M)*(9.91M) (4.95M)*

*Values retrieved from S&P Global via GetFinancials tool. Net income FY 2023 citation from DEF 14A Pay‑vs‑Performance table .

Equity Incentive Metric Table (Award Cohorts)

Cohort YearMetricTarget ThresholdsMeasurement WindowAccelerated Vesting
2021 cohortRevenue GrowthTTM revenue ≥120% (first tranche); ≥127% (second tranche) vs 2020Later of 18 months/30 months or attainment50% at first threshold; remaining 50% at second
2021 cohortAdjusted OIBASpecified multiples vs 2020 (higher multiples for second tranche)Same as aboveSame as above
2021 cohortShare Price≥150% (first); ≥160% (second) of initial 2020 average for 20 consecutive trading daysSame as aboveSame as above
2022 cohortRevenue GrowthTTM revenue ≥120% / ≥127% vs 2021Later of 18/30 months or attainmentSame
2022 cohortAdjusted OIBAMultiples vs 2021 (higher for second tranche)SameSame
2022 cohortShare Price≥150% / ≥160% of initial 2021 average for 20 consecutive trading daysSameSame
2023 cohortRevenue GrowthRevenue ≥120% / ≥127% vs year‑of‑grantLater of 24/36 months or attainmentSame
2023 cohortAdjusted OIBAMultiples vs year‑of‑grant (higher for second tranche)SameSame
2023 cohortShare Price≥150% / ≥160% of year‑of‑grant trading day average (20 consecutive days)SameSame

Equity Ownership & Awards Detail (Unvested RS and Option Mix at 12/31/2024)

InstrumentGrant DateUnvested QtyMarket Value Basis/Notes
Restricted Stock1/4/202110,250$17,938 (at $1.75 on 12/31/2024)
Restricted Stock1/3/202225,500$44,625
Restricted Stock12/30/202236,000$63,000
Restricted Stock1/25/202338,250$66,938
Restricted Stock9/28/20237,500$13,125
Options (exercisable/unexercisable, various strikes)See Performance CompensationMultipleSee detailed option rows above

Related Party Transactions and Committee Integrity

  • Audit Committee oversees related party transactions; Compensation Committee members had no Item 404 relationships and no interlocks; none of the Compensation Committee members were officers/employees .

Investment Implications

  • Alignment and control: Horowitz’s beneficial holdings confer 75.7% total voting power via 100% ownership of super‑voting Class A, tightly aligning governance outcomes with founder priorities while potentially limiting minority influence; independent committees provide checks on compensation/governance .
  • Incentive design: Multi‑tranche accelerators tied to revenue growth, adjusted OIBA, and share price align pay with operational and market outcomes, but use of price hurdles introduces external volatility; absence of 2024 bonus and reduced equity sizing vs 2023 for Horowitz suggest discipline in fixed pay .
  • Retention and overhang: Significant unvested RS and deep option inventory across cohorts (with CoC accelerators) indicates ongoing retention mechanisms and potential dilution; director grants have single‑trigger CoC vest, while executive awards include double‑trigger elements .
  • Risk flags: Company prohibits or discourages hedging/pledging; no Horowitz pledging disclosed (contrast: other exec pledging disclosed), and strong clawback policy reduces restatement risk; say‑on‑pay support (~95%) lowers near‑term governance pressure .
Notes: Financial performance table values marked with * were retrieved from S&P Global via GetFinancials.