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Laura Kay Matherly

About Laura Kay Matherly

Independent director (Class III) at Natural Alternatives International, Inc. since 2019; age 61 as of the 2025 proxy. Senior Vice President at Comerica Bank (San Diego) with 30+ years in commercial banking and wealth management; previously senior leadership roles at Wells Fargo Bank, N.A. and MUFG Union Bank. Holds a BS in Business Administration – Finance from The Ohio State University (March 1987). Designated “audit committee financial expert” and determined independent under Nasdaq rules. Tenure on NAII board: ~6 years as of FY2025.

Past Roles

OrganizationRoleTenureCommittees/Impact
Wells Fargo Bank, N.A.Senior VP & Regional Manager, North San Diego Regional Commercial Banking Office“Prior five years” before current role (dates not further specified)Led regional commercial banking; managed relationship team supporting NAII’s credit facility historically
MUFG Union BankSenior VP & Managing Director, San Diego Wealth Management GroupNot disclosedLed wealth management operations
Wells Fargo Bank, N.A.Senior VP & Regional Sales Development Manager (Private Bank)Not disclosedManaged 30+ private bankers across San Diego, Temecula, Inland Empire
Wells Fargo Bank, N.A. (Orange County, Los Angeles)Senior leadership positions in Commercial BankingNot disclosedVarious senior roles across geographies

External Roles

OrganizationRoleTenure
Comerica Bank (San Diego)Senior Vice PresidentCurrent (dates not disclosed)
Boys and Girls Clubs of CarlsbadDirectorJune 2002 – present
Junior League of Orange County, California Inc.President; Board MemberJune 1997 – June 2001

Board Governance

  • Board classification: Four-member board (three independent, one CEO). No Lead Independent Director. Independent directors: Laura Kay Matherly, Alan G. Dunn, Guru Ramanathan.
  • Committee assignments (FY2025):
    • Human Resources Committee: Chair (Matherly), members Dunn, Ramanathan
    • Audit Committee: Chair (Dunn); members Matherly, Ramanathan; Matherly designated audit committee financial expert
    • Nominating Committee: Chair (Dunn); members Matherly, Ramanathan
  • Attendance: FY2025—100% attendance for Board and each committee by all members; FY2024—100%; FY2023—100%.
  • Annual meeting attendance: All directors attended annual meetings held on Dec 6, 2024 and Dec 7, 2023.
  • Risk oversight: Board as a whole; Audit Committee oversees financial/reporting risk; HR Committee oversees compensation risk; Nominating oversees governance/succession.

Fixed Compensation

Policy

  • Non-employee director cash retainer: $10,000 paid in advance per year of term; $1,000 per Board meeting and per committee meeting attended (including teleconference). CEO receives no additional director compensation.

Actual fees (Matherly)

MetricFY2023FY2024FY2025
Fees Earned or Paid in Cash ($)$22,000 $22,000 $21,000

Performance Compensation

Annual grants and service-vested awards

MetricFY2023FY2024FY2025
Stock Awards ($)$62,020 $47,600 $30,680
Deferred Cash Awards ($)$37,000 $52,400 $68,080

Director equity grant detail and vesting

Grant DateSharesVesting ScheduleNotes
Mar 7, 20237,0002,334 on 3/7/2024; 2,333 on 3/7/2025; 2,333 on 3/7/2026 Restricted stock under 2020 Plan; time-based vesting
Mar 8, 20248,0002,677 on 3/7/2025; 2,667 on 3/7/2026; 2,666 on 3/7/2027 Restricted stock; time-based vesting
Mar 7, 20258,0002,667 on 3/7/2026; 2,667 on 3/7/2027; 2,666 on 3/7/2028 Restricted stock; time-based vesting

Performance metrics table (directors)

Award TypePerformance MetricsVesting Basis
Director restricted stock (2023–2025 cycles)None disclosed for directors; grants are time-basedMinimum one-year vesting required by 2020 Plan; practice generally ≥3 years
Director deferred cash awardsNone disclosed; service-vesting onlyOne-third payable each year if continuing Board service on each anniversary (3-year schedule)

Change-in-control and clawbacks

  • Plan permits limited acceleration upon change in control coupled with termination (double-trigger-like) within specified windows; prohibits surrender/replacement of awards; minimum vesting rules apply.
  • Company clawback policy adopted Sept 2023 applies to executive officers for incentive compensation upon material negative restatement; not specified for non-employee directors.

Other Directorships & Interlocks

CategoryDetails
Public company boardsNone disclosed for Matherly
Potential interlocks/conflictsNAII has had a credit facility with Wells Fargo for many years; for several years, Matherly managed the Wells Fargo group in charge of NAII’s commercial banking relationship (line of credit, deposits, FX, etc.)—historical linkage. Audit Committee oversees related party transactions; none anticipated or proposed.

Expertise & Qualifications

  • Financial expertise: Audit committee financial expert designation; deep experience in banking, credit, M&A, syndicated loans, interest rate hedging, accounting transactions, financial statement analysis, troubled debt restructuring, bankruptcy proceedings; former securities licenses (FINRA Series 24, 7, 66) and California Life Insurance license.
  • Community leadership: Boys and Girls Clubs of Carlsbad (2002–present); Junior League of Orange County (President and Board Member, 1997–2001).
  • Independence: Board determined independent under Nasdaq standards (FY2023–FY2025).

Equity Ownership

Beneficial ownership trend

MetricFY2023FY2024FY2025
Shares beneficially owned18,000 26,000 34,000
Restricted shares subject to vesting/forfeiture12,999 14,999 15,666
Ownership % of outstanding<1% (as noted) <1% (as noted) <1% (as noted)

Policies and alignment

  • Hedging: Company prohibits short sales and trading in derivatives (e.g., puts/calls) and same-day trades; pre-clearance required.
  • Pledging: No pledging disclosures noted in proxy.

Insider Trades

DateFormTransactionSharesPost-transaction holdingsSource
2024-03-15Form 4Acquisition via grant under 2020 Plan (restricted stock)8,000; vest 2,667 (3/7/2025), 2,667 (3/7/2026), 2,666 (3/7/2027)26,000
2025-03-07Form 4Acquisition (Non-Open Market), DirectorNot specified on summary pageNot specified

Say-on-Pay & Shareholder Feedback

  • 2024 Annual Meeting voting results (8-K filed Dec 10, 2024): LeDoux received 3,282,438 For / 409,877 Withheld; Ramanathan 3,144,668 For / 547,647 Withheld; auditor ratification 4,468,314 For / 447,551 Against / 14,125 Abstain. No say-on-pay item that year.
  • 2023 Annual Meeting voting results (8-K filed Dec 12, 2023): Matherly (Class III) received 3,226,134 For / 150,888 Withheld; auditor ratification 4,623,866 For / 7,415 Against / 11,211 Abstain.
  • 2025 proxy includes non-binding advisory say-on-pay and say-on-frequency proposals; results pending until 8-K post-meeting.

Governance Assessment

  • Strengths

    • Independence with audit committee financial expert designation enhances oversight quality; 100% attendance across FY2023–FY2025 signals engagement.
    • Chair of Human Resources Committee positions Matherly to influence compensation design; director pay mix emphasizes modest cash fees with multi-year time-vested equity and service-vested deferred cash (alignment via vesting).
    • Clear hedging prohibitions; no pledging disclosed; related-party oversight centralized in Audit Committee.
  • Potential red flags / watch items

    • Historical banking relationship: Managed Wells Fargo team overseeing NAII’s credit facility in prior years—monitor for any current bank relationships or transactions that could pose perceived conflicts; company reports no related-party transactions anticipated.
    • Board leadership: No Lead Independent Director in a board chaired by the CEO; investors may view lead independent role as best practice for enhanced independent oversight.
    • Director equity awards are time-based (no performance hurdles); while common for directors, equity/DSU structure contains service vesting without explicit performance metrics.
  • Overall signal

    • Matherly’s banking and financial expertise, committee leadership, independence status, and attendance support board effectiveness. Historical Wells Fargo linkage is disclosed; continued Audit Committee oversight and absence of current related-party transactions mitigate conflict risk. Director compensation appears modest and structured with multi-year vesting, aligning with shareholder-friendly practices.