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Nicole L. Van Denabeele

Chief Financial Officer at National Bank Holdings
Executive

About Nicole L. Van Denabeele

Executive Vice President and Chief Financial Officer of National Bank Holdings Corporation (NBHC) since September 2024; previously Chief Accounting Officer (2018–Sep 2024) and President of Bank Midwest (Sep 2020–Jun 2024). Age 44; holds a Master of Accounting and Information Systems and a Bachelor of Accounting and Business Administration; certified public accountant; boards: NBH Bank and Bank of Jackson Hole Trust . Education noted as University of Kansas on NBH Bank site . 2024 short‑term incentive payout was 140.4% of target driven by HoldCo metrics and qualitative achievements; her individual performance component was assessed at 115% achievement (payout at 138% of target) . Long‑term incentives include PSUs tied to cumulative EPS, relative TSR vs KRX, and relative ROTA, with TSR capped at target if absolute TSR is negative .

Past Roles

OrganizationRoleYearsStrategic Impact
NBHCChief Accounting Officer2018–Sep 2024Led accounting; prepared for CFO role and transitioned teams effectively .
Bank Midwest (division of NBH Bank)PresidentSep 2020–Jun 2024Division leadership; operational oversight contributing to broader NBHC execution .
Polsinelli (law firm)ControllerPrior to NBHCFinancial operations and controls experience .
UMB Financial CorporationSVP, Assistant ControllerPrior to NBHCCorporate accounting leadership .
DeloitteAudit Manager (after 6 years in audit)Prior to UMBExternal audit expertise; foundation for rigorous financial reporting .

External Roles

OrganizationRoleYearsStrategic Impact
NBH BankDirector; Trust Committee memberCurrentGovernance and oversight at bank subsidiary .
Bank of Jackson Hole TrustDirector; Trust Committee memberCurrentTrust governance and risk oversight .

Fixed Compensation

Component2024Notes
Base Salary ($)292,6922024 salary earned; salary increased from $290,000 to $340,000 upon CFO appointment .
Employment Agreement Base Floor ($)≥340,000Annual base no less than $340,000, reviewed annually .
Target Bonus %46.7% (FY2024, pro‑rated); ≥60% thereafter2024 pro‑rated due to Sept 10, 2024 appointment; minimum 60% in each fiscal year thereafter .
Actual STIP Payout ($)191,874Total calculated payout 140.4% of target .
All Other Compensation ($)238,138Includes 401(k) match $10,350; NDCP match $11,781; life insurance imputed $232; relocation benefits $125,247; tax payments related to relocation $90,528 .
Total Compensation ($)839,592Summary Compensation Table .

Performance Compensation

2024 Short‑Term Incentive Plan (STIP) Design and Payout

MetricWeightingTargetActual AchievementPayout Mechanics
HoldCo quantitative metrics70% (for HoldCo executives)Threshold/Target/Max structureCompany‑level performance; thresholds required for payoutInterpolated payouts between threshold, target, max; max 157.5% for HoldCo execs .
ERM and “Doing Good” qualitativePart of qualitative componentAchieved at 115% (payout at 138% of target)Committee considered asset quality (Tier 1 capital ratio 13.2%), regulatory standing, risk management, liquidity diversification, ESG/community initiatives .
Individual performance (Van Denabeele)Part of qualitative115% achievementRecognized successful transition to CFO, team leadership, and role in financial planning; payout at 138% of target .
STIP Opportunity (2024)Base usedThreshold (% target)Target ($)Maximum (% target)Maximum ($)
Nicole L. Van Denabeele292,69250%136,687157.5%215,282 .
Final 2024 STIP PayoutPayout (% of target)Payment ($)
Nicole L. Van Denabeele140.4%191,874 .

2024 Long‑Term Incentives (Grant Values and Instruments)

InstrumentGrant DateCommittee ApprovalShares/UnitsGrant Date Fair Value ($)Vesting
Restricted Stock (time‑based)04/01/202402/27/20241,01635,9773 equal annual installments; first on 04/28/2025 .
PSUs (EPS/TSR/ROTA)04/01/202402/27/2024Threshold 510; Target 1,019; Max 1,52935,9113‑year performance period; EPS (cumulative), TSR vs KRX (Monte Carlo), relative ROTA; TSR cannot settle > target if absolute TSR negative .
Restricted Stock (pro‑rated CFO grant)11/05/202411/05/202499845,0003 equal annual installments; first on 10/01/2025 .
2024 Equity Award MixValue (% salary basis)Equity Value ($)PSU Approx. ValueRestricted Stock Approx. Value
Nicole L. Van Denabeele34%117,00031%69% (annualized basis; CFO equity % based on $340,000) .

PSU Maximum Value Disclosure (SEC rule assumption, 2024 cohort)

Metric ComponentMax Value (2024)
Cumulative EPS PSU (2024 award)$17,953 .
Relative ROTA PSU (2024 award)$17,953 .
TSR PSU (market‑condition)$17,961 .

2024 Exercises/Vesting (Liquidity/pressure indicators)

ActionSharesValue Realized ($)
Options exercised (Aug 22, 2024)2,65238,752 .
Stock awards vested (PSUs and restricted)1,72659,234 .

Equity Ownership & Alignment

Beneficial Ownership (as of Mar 10, 2025)Shares% of Shares OutstandingNotes
Total beneficial ownership13,525~0.035% (13,525 / 38,383,897)Company calculated outstanding: 38,383,897 shares including 289,792 unvested restricted with voting rights .
Unvested restricted shares (voting)2,737n/aCount toward voting but not ownership guideline until vested (guideline counts vested restricted and owned shares) .
Options exercisable (≤60 days)2,090n/aIncluded in individual’s beneficial ownership for SEC rules .
  • Stock ownership guidelines for executives: CFO must own 3× base salary; until threshold met, must retain 50% of after‑tax vested shares/options; unvested restricted and unexercised options do not count. As of March 10, 2024, Van Denabeele had not yet met the threshold (became subject to guideline upon CFO appointment) .
  • Anti‑hedging/anti‑pledging: Hedging and short sales prohibited; designated persons (including NEOs) prohibited from pledging/hypothecation. Insider Trading Policy referenced as Exhibit 19.1 to 2024 Form 10‑K .
  • NDCP participation (deferred compensation): 2024 executive contributions $15,708; company match $11,781; earnings $22,991; Year‑end balance $186,952 .

Employment Terms

TermDetail
Agreement dateSep 10, 2024; auto‑renews for one‑year terms ending Dec 31 unless 90 days’ notice before expiration .
Base salaryNo less than $340,000; reviewed annually .
Target cash bonus46.7% for FY2024 (pro‑rated); no less than 60% of base salary thereafter; reviewed annually .
Benefits/perquisitesBenefits, fringe benefits, and perquisites on terms no less favorable than other senior execs; relocation/tax payments in 2024 detailed above .
Restrictive covenantsNon‑compete and non‑solicit during employment and: (a) 2 years post‑termination if terminated without cause or resigns for good reason within 2 years after a change in control; (b) 1 year post‑termination for other terminations .
ClawbackEmployment agreement clawback; equity award clawbacks; 2023 compensation recovery policy per NYSE/SEC rules .
4999 cutbackPayments reduced to avoid excise tax under Section 4999 unless better after‑tax to receive all payments (i.e., no gross‑ups) .

Severance and Change‑of‑Control Economics (2024 potential payments disclosure)

ScenarioCash Severance ($)Stock Option Vesting ($)Restricted Stock Vesting ($)Total ($)
Voluntary resignation without good reason.
Voluntary resignation with good reason or involuntary termination not for cause (pre‑CIC)668,561668,561 .
Involuntary termination or resignation with good reason following CIC (double trigger)1,090,06113,601268,4791,372,141 .
Change in control with no termination.
Death or disability (no CIC)13,601117,855131,456 .
Death or disability following CIC13,601268,479282,080 .
  • Equity awards (time‑based RS/options) are double‑trigger: if replacement awards provided at CIC, full vest on qualifying termination within two years; if no replacement award, vest at CIC .
  • Company policy: no tax gross‑ups on CIC payments .

Compensation Structure Analysis

  • Pay mix and risk: For non‑CEO NEOs, 58% of compensation at risk; capped STIP payouts at 157.5% (HoldCo executives); PSU payouts capped at 150% .
  • Shift to RSUs vs options: Company stated no grants of stock options in 2024 and does not currently plan to grant options; time‑based restricted stock and PSUs constitute LTI, reducing leverage vs options (lower risk of over‑incentivizing upside) .
  • Ownership alignment mechanics: Strong retention requirement until ownership guideline met; anti‑hedging/pledging policy; double‑trigger equity acceleration only, mitigating single‑trigger windfalls .
  • Discretion vs metrics: STIP includes qualitative components (ERM/Doing Good and individual performance) with documented achievement levels; quantitative HoldCo metrics require threshold attainment for payout .

Investment Implications

  • Alignment and retention: Ownership guideline (3× salary) with retain‑50% rule and anti‑pledging/hedging policies suggests constructive alignment; not yet at threshold implies continued net share retention, potentially reducing net selling pressure near vest dates .
  • Near‑term supply dynamics: 2024 vesting and option exercises (1,726 vested; 2,652 options exercised) indicate routine liquidity events; upcoming restricted stock vesting tranches on 04/28/2025 and 10/01/2025 may coincide with Form 4 filings and modest incremental supply, tempered by retention requirements .
  • Separation economics: Double‑trigger CIC protection with disclosed potential payments ($1.37M total under CIC termination) is moderate vs peers, with clawbacks and 4999 cutback; non‑cause pre‑CIC severance of ~$0.67M reduces abrupt departure risk while limiting shareholder dilution in change‑of‑control scenarios .
  • Execution signals: Individual performance assessed at 115% and STIP payout 140.4% suggest management confidence in her transition and leadership of FP&A; PSU metrics tied to EPS, relative TSR (KRX index) and ROTA align incentives with shareholder returns and profitability quality .

Note: Attempts to fetch recent Form 4 insider transactions via the insider-trades skill failed due to an upstream authorization error (HTTP 401), so trading activity beyond proxy tables could not be included. The analysis relies on proxy disclosures for exercises/vesting and outstanding positions.