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Patrick Hamill

Director at First Western Financial
Board

About Patrick H. Hamill

Patrick H. Hamill (age 65) has served as an independent director of First Western Financial, Inc. since 2004. He founded Oakwood Homes, LLC in 1991 and sold it to Berkshire Hathaway in 2017; other business interests include Bright Door Properties, PHH Equipment Leasing, and Green Valley Ranch Golf Club. He holds a B.S. in Business Administration (Real Estate and Construction Management) from the University of Denver and is recognized for civic and philanthropic leadership through the BuildStrong Foundation and other organizations .

Past Roles

OrganizationRoleTenureCommittees/Impact
Oakwood Homes, LLCFounder1991–2017Built and exited to Berkshire; deep housing/real estate expertise
BuildStrong Foundation / BuildStrong AcademyFounderOngoingWorkforce development; community leadership

External Roles

OrganizationRoleTenureCommittees/Impact
Bright Door PropertiesPrincipal/InvestorOngoingReal estate operating experience
PHH Equipment LeasingPrincipal/InvestorOngoingEquipment finance/operations
Green Valley Ranch Golf ClubPrincipal/InvestorOngoingLocal market expertise
University of DenverTrustee (prior)PriorGovernance experience
Boys & Girls Club of Metro Denver; First Tee of AmericaTrustee/National Trustee (prior)PriorCommunity engagement

Board Governance

  • Independence: The Board determined all current directors except Julie A. Courkamp and Scott C. Wylie are independent; Hamill is independent under Nasdaq rules .
  • Committee assignments: Chair, Compensation Committee; members: Caponi, Duncan, Hamill (Chair). Compensation Committee met 3 times in 2024 .
  • Other committees: Not listed on Audit (Caponi, Latimer, Robinson) or Corporate Governance & Nominating (Latimer, Mitchell, Smith; Zimlich chair) .
  • Attendance: The Board met 5 times in 2024; each director participated in at least 75% of Board and committee meetings during his/her service .
  • Lead Independent Director: Joseph C. Zimlich .

Fixed Compensation

Component2024Notes
Fees earned or paid in cash$34,300Actual director cash fees for 2024
Annual Board Retainer (structure)$45,000$20,000 cash + $25,000 in RSUs
Per Board Meeting Attended$800Cash per meeting
Committee Chair Retainer (Compensation)$5,000Annual chair retainer (Comp & Governance chairs $5k; Audit chair $8k)
Committee Member Retainer (Compensation)$4,000Annual member retainer; per-committee meeting $500

Performance Compensation

Component2024VestingPerformance ConditionsPlan Features
Annual Director RSU Grant$25,00020% annually over 5 years (time-based)None for director equity (time vesting)No dividend equivalents until vest; no repricing; double-trigger CIC vesting; clawback; no tax gross-ups
Stock Awards Held (aggregate)163,055 sharesN/AN/AAs of 12/31/2024

Other Directorships & Interlocks

  • Public company boards: No current public company directorships disclosed for Hamill in the proxy biography .
  • Interlocks/conflicts: No related-party transactions disclosed involving Hamill. Related-party items disclosed involve other directors (e.g., leases with entities controlled by director Gart; employment of CEO’s son-in-law; marketing vendor relationship prior to hiring CMO) .

Expertise & Qualifications

  • Domain expertise: Real estate development, homebuilding, economic development; entrepreneurial leadership .
  • Governance: Chair of Compensation Committee; experience in board oversight of executive pay and incentive alignment .
  • Community leadership: Recognized with multiple awards; extensive civic roles .

Equity Ownership

MetricAs of Apr 11, 2025Detail
Beneficial ownership164,698 shares1.7% of 9,667,142 shares outstanding
Breakdown159,378 common shares; 4,280 options exercisable within 60 days; 1,040 RSUs vesting within 60 daysSEC methodology for beneficial ownership; 60-day rule applied
Pledging/HedgingNo pledging disclosed for Hamill; company policy prohibits hedging/pledging for directors subject to limited pre-approval exceptionsInsider Trading Policy prohibits hedging/pledging; explicit pledging disclosure noted for CEO Wylie (602,899 shares pledged)
Ownership guidelinesNon-employee directors must hold $250,000 of stock within 5 years of joining BoardSales limits apply until guideline met

Insider Trades (Form 4; awards; post-transaction holdings)

Metric202320242025
RSU/Stock Award shares (A)1,208 shares at $0; post-holdings 161,589 1,466 shares at $0; post-holdings 163,055 1,200 shares at $0; post-holdings 164,255

Governance Assessment

  • Strengths

    • Independent director with long tenure and deep domain expertise; chairs the Compensation Committee overseeing pay alignment and shareholder responsiveness .
    • Material personal ownership (1.7%), ongoing accumulation via annual RSU awards; director ownership policy targets meaningful stakes, enhancing alignment .
    • Compensation plans adopt investor-friendly features: no option repricing, one-year minimum vesting (limited exceptions), clawback, no tax gross-ups; director equity is time-based, reducing risk of short-termism .
  • Watch items / potential red flags

    • 2024 say-on-pay approval was 67%—moderate support; as Compensation Committee chair, Hamill is accountable for addressing investor concerns. The committee undertook outreach and increased disclosure and performance rigor for 2025, which is constructive but requires continued monitoring .
    • Group-level governance matters include CEO share pledging and related-party leases with another director (Gart). While not attributed to Hamill, they are board oversight issues that can affect investor confidence and should be managed with robust policies and recusal practices .
  • Implications for investors

    • Hamill’s compensation leadership and equity ownership suggest alignment; the committee’s response to lower say-on-pay support indicates willingness to engage and adjust. Continued scrutiny of pay metrics, outcomes versus targets, and mitigation of board-level related-party/pledging risks is warranted for sustained confidence .

Director Compensation (Detail)

Metric2024
Cash fees (earned/paid)$34,300
Stock awards (grant-date fair value)$25,000 (RSUs; time-based vesting)
Total$59,300
RSU vesting cadence20% annually over 5 years (time vesting)
Fee schedule referenceBoard retainer $45k ($20k cash + $25k RSU); per-meeting fees; compensation chair $5k; member/meeting fees per schedule

Independence, Tenure, Attendance

AttributeStatus
Independence (Nasdaq)Independent
Director since2004
Board meetings in 20245 total; each director ≥75% attendance across Board and committees
Compensation Committee meetings (2024)3

Related Party & Conflicts

TopicDisclosure
Hamill-related transactionsNone disclosed in “Certain Relationships and Related Person Transactions” section
Board policy on related transactionsFormal approval policy per SEC/Nasdaq standards; transactions must be on market terms and reviewed by Board committee

Say-on-Pay & Shareholder Feedback

Item2024 OutcomeCommittee Response
Say-on-Pay approval67% of votes cast in favor (excluding abstentions)
Feedback themesDesire for better disclosure on metrics, peer group, benchmarks; concerns about perceived discretion
Actions in 2025Expanded disclosure; clarified STI metrics/targets; continued PSU use with rigorous 3-year operating EPS; detailed outcomes reporting

Compensation Committee Analysis

  • Composition: Caponi, Duncan, Hamill (Chair); independent under Nasdaq; authority to retain independent consultants; engaged Alvarez & Marsal in 2024 for peer group, benchmarking, plan advice (no conflicts found) .
  • Practices: Mix of RSUs and PSUs for executives; PSUs tied to 3-year average operating EPS with two-year service tail; clawback policy adopted per Nasdaq rules .
  • Outcomes: 2022 PSU cycle (2022–2024 performance period) paid 0% (targets not met), demonstrating pay-for-performance discipline .

Equity Ownership – Additional Detail

ItemValueNotes
Shares outstanding9,667,142As of 4/11/2025
Hamill % ownership1.7%Based on SEC methodology
Options exercisable ≤60 days4,280 sharesIncluded in beneficial ownership
RSUs vesting ≤60 days1,040 sharesIncluded in beneficial ownership

Governance Assessment (Summary)

  • Overall: Independent, long-tenured director with relevant operating expertise; serves as Compensation Committee chair with demonstrated responsiveness to shareholder feedback. Ownership and director equity structure support alignment. Monitor ongoing say-on-pay trends, the rigor of performance metrics, and broader board-level risk controls around pledging and related-party matters to sustain investor confidence .