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William Carpou

Director at MOBIX LABS
Board

About William Carpou

William Carpou, age 70, has served as an independent Class I director of Mobix Labs since June 2021. He is CEO of Octane OC (a nonprofit fostering technology growth in Orange County) since May 2015, serves on the board of Priveterra Acquisition Corp II, is Chairman of NextWave OC, sits on Villanova University’s President’s Advisory Council, and is a Board Advisor to Children’s Hospital of Orange County; he holds a B.S. in Marketing from Villanova University . The Board has determined he meets Nasdaq independence standards . He was nominated for re‑election as a Class I director in the 2025 Annual Meeting .

External Roles

OrganizationRoleTenure / DatesCommittees / Impact
Octane OC (nonprofit)Chief Executive OfficerSince May 2015Leads tech ecosystem growth in Orange County
Priveterra Acquisition Corp IIDirectorNot disclosedPublic company directorship (SPAC)
NextWave OCChairman of the BoardNot disclosedChair role
Villanova UniversityPresident’s Advisory CouncilNot disclosedAdvisory role
Children’s Hospital of Orange CountyBoard AdvisorNot disclosedAdvisory role

Board Governance

ItemDetail
IndependenceBoard determined Carpou is independent under Nasdaq rules
Board class/termClass I; nominated for re‑election at 2025 Meeting
Committee membershipsAudit (member); Compensation (member); Nominating (member)
Committee chairsAudit: Kurt Busch (Chair; Audit Committee Financial Expert); Compensation: Frederick Goerner (Chair); Nominating: David Aldrich (Chair)
Meeting cadence (FY2024)Board: 4 meetings; Audit Committee: 4; Compensation Committee: 1; Nominating: not listed “–”
AttendanceEach incumbent director attended at least 75% of Board and committee meetings during their service in 2024
Majority voting policyIncumbent nominees must tender an irrevocable resignation if they fail to receive a majority of votes cast in uncontested elections; Board decides within 90 days based on Nominating Committee recommendation
2025 election resultsWilliam Carpou received 29,490,852 For; 127,706 Against; 180,754 Abstentions; 6,633,370 Broker Non‑Votes

Fixed Compensation

ComponentAmount / TermsPeriod / DateNotes
Annual cash retainer (non‑employee directors)$200,000Board approval Jan 22, 2024Payable quarterly; plus equity awards policy below
Annual cash retainer (FY2024 disclosure)$150,000Fiscal year ended Sep 30, 2024Disclosed in Jan 22, 2025 and May 16, 2025 proxies
Annual cash retainer (FY2024 alternate disclosure)$200,000Fiscal year ended Sep 30, 2024Disclosed in Dec 18, 2024 proxy
One‑time stock grant to current NEDs$50,000 in Class A Common StockApproved Jan 22, 2024Valued at then‑current FMV; for current non‑employee directors
Director agreement (legacy)Board agreements include expense reimbursement2021 frameworkAutomatically renew on reelection or until earlier resignation/removal/death

Note: FY2024 cash retainer disclosure is inconsistent across filings ($150,000 vs $200,000). Later‑dated proxies (Jan 22, 2025; May 16, 2025) state $150,000; the Dec 18, 2024 proxy states $200,000 .

Performance Compensation

Award TypeGrant / QuantumKey TermsStatus / Approvals
Annual RSU awards to NEDs20,000 RSUsAnnual grants at next Board meeting after Dec 21, 2024; pro‑rated 20,000 RSUs upon initial appointment
Special RSUs tied to Nasdaq listing50,000 RSUs to William CarpouGranted to NEDs influential in public listing; RSUs not delivered until timing determined by Board; Shareholders approved Jan 3, 2025
Legacy option grant to NEDsOption to purchase 20,000 shares8,000 vest immediately; remaining 12,000 vest 1,000/month over 12 months; subject to continuous service
Outside Director annual cap$750,000 cap on combined cash + equity value per fiscal year2023 Equity Incentive Plan limitation for NEDsApplies to each non‑employee director
Clawback/recoupmentCompany clawback policy applies to stock awardsPlan allows reduction/cancellation/recoupment; subject to policy and law

Potential Performance Metrics (Plan-Level)

Metric category authorized in planCovered in 2023 Equity Incentive Plan?
EPSYes
Revenues / MarginsYes
Cash flow (operating, FCF, EVA-based)Yes
Operating marginYes
Return metrics (ROA/ROE/ROIC)Yes
Economic Value AddedYes
Net income / Pretax earningsYes
Earnings before interest/taxes/depr./amort.Yes
Working capitalYes
Cost management (fixed/variable)Yes
Strategic M&A/project completionYes
Total shareholder returnYes
Debt reductionYes
Market share / new market entryYes
Customer retention/satisfactionYes
Strategic plan implementation/turnaroundYes
Fair market value of a shareYes

Director RSU grants disclosed for Mr. Carpou (annual RSUs; 50,000 special RSUs) are not described as performance‑conditioned; the plan nonetheless permits performance goals for stock awards .

Other Directorships & Interlocks

Company / OrganizationTypeRoleNotes
Priveterra Acquisition Corp IIPublic companyDirectorCurrent public board seat
NextWave OCPrivate/nonprofitChairmanChair role
Octane OCNonprofitCEOOperating leadership
Villanova UniversityAcademicPresident’s Advisory CouncilAdvisory
Children’s Hospital Orange CountyNonprofitBoard AdvisorAdvisory

No specific interlocks with MOBX competitors/suppliers/customers are disclosed in the retrieved filings; independence was affirmed after considering related‑person transactions .

Expertise & Qualifications

  • Leadership and ecosystem development: CEO of Octane OC since 2015, extensive experience in sales, private equity, and senior executive positions; philanthropic and community leadership .
  • Education: B.S., Marketing, Villanova University .
  • Governance: Serves on Audit, Compensation, and Nominating committees; Audit Committee Financial Expert designation resides with Kurt Busch (Chair) .
  • Independence: Determined independent by the Board under Nasdaq rules .

Equity Ownership

As‑Of DateBeneficial Ownership (Class A shares)% of Class ATotal Voting Power %Notes
Nov 8, 2024173,369<1%Not specifiedCompany‑wide outstanding: 32,957,759 Class A; 2,129,901 Class B (Carpou line: 173,369; “*” less than 1%)
Jan 10, 2025173,369<1%Not specifiedOutstanding: 34,912,774 Class A; 2,004,901 Class B (Carpou “*” <1%)
May 6, 2025223,369<1%Not specifiedOutstanding: 51,304,848 Class A; 2,004,901 Class B (Carpou “*” <1%)

Plan documents restrict pledging/transferability of awards, and prohibit transfer for consideration to third‑party financial institutions; no pledging by Mr. Carpou is disclosed in retrieved excerpts .

Governance Assessment

  • Strengths

    • Independence and multi‑committee service: Independent under Nasdaq standards; serves on Audit, Compensation, and Nominating, supporting board coverage depth . Audit oversight includes risk management, compliance, and related‑party review .
    • Investor support: Strong re‑election margin in 2025 (29.49M For vs 0.13M Against) indicating broad shareholder confidence .
    • Structural safeguards: Majority voting with resignation policy; clawback/recoupment for equity; annual cap on non‑employee director pay .
  • Watch items / potential red flags

    • Special one‑off equity: 50,000 RSUs to Carpou for the Nasdaq listing; while shareholder‑approved, such director special awards merit monitoring for alignment and dilution, and RSUs are “not delivered” until timing determined by Board .
    • Inconsistent cash retainer disclosure: FY2024 retainer is reported as $150,000 in later filings (Jan/May 2025) versus $200,000 in Dec 2024; warrants clarification of actual cash paid versus policy levels .
    • Concentration across committees: Broad committee memberships can enhance oversight but may stretch director bandwidth; attendance met the ≥75% threshold but detailed per‑committee attendance is not itemized .
  • Alignment

    • Ownership: Beneficial ownership increased to 223,369 shares by May 6, 2025, though remains <1%; ongoing annual RSU grants and legacy options further align incentives .
    • Policy limits and clawback: The $750,000 Outside Director cap and clawback language provide guardrails on director pay and recovery mechanisms .

No explicit director stock ownership guidelines, hedging/pledging policies beyond award‑level restrictions, or Carpou‑specific related‑party transactions were identified in the retrieved excerpts; the Board’s independence determination states related‑person transactions were considered .