Sign in

You're signed outSign in or to get full access.

Patrick G. Sobers

Director at National Bank Holdings
Board

About Patrick G. Sobers

Independent director of NBHC since 2021, age 67, with 30+ years in financial services and banking across leadership roles at NBH Bank and Bank of America. He serves on NBHC’s Audit & Risk Committee and Nominating & Governance Committee, and sits on the boards of NBH Bank and Bank of Jackson Hole Trust; the Board affirmed his independence in February 2025 under NYSE and SEC standards. Education: Bachelor of Applied Science in Business Administration. The Board held five meetings in 2024; each director attended at least 75% of Board and committee meetings and all directors attended the annual meeting; executive sessions (without management) occurred four times.

Past Roles

OrganizationRoleTenureCommittees/Impact
NBH BankEVP, Head of Business and Consumer BankingLed business and consumer banking; prior senior NBH leadership role.
Bank of AmericaSoutheast Region Consumer Banking ExecutiveSenior leadership in consumer banking.
Bank of AmericaCustomer Service & Solutions ExecutiveCustomer operations leadership.
Bank of AmericaPremier Banking & Investments Regional Executive (FL & GA)Wealth/affluent segment leadership.
Bank of AmericaTampa Market PresidentLocal market leadership.

External Roles

OrganizationRoleTypeCommittees/Impact
NBH BankDirectorSubsidiaryBoard oversight of banking operations.
Bank of Jackson Hole TrustDirectorSubsidiaryBoard oversight; trust business governance.
Denver SeminaryFinance Committee Chair and board memberNon-profitChairs finance; fiscal oversight.
Moffitt Cancer Center FoundationFoundation board memberNon-profitCommunity impact and fundraising.
Third Way CenterBoard TreasurerNon-profitFinancial stewardship.
NBHC Doing Good CommitteeBoard liaisonInternalESG/community engagement oversight.

Board Governance

  • Committee assignments: Audit & Risk Committee; Nominating & Governance Committee. Not a committee chair.
  • Independence: Affirmed by Board (Feb 2025); all directors independent except the CEO.
  • Attendance and engagement: 5 Board meetings in 2024; each director ≥75% attendance; all directors attended annual meeting; Board and committees held regular executive sessions (Board: four in 2024).
  • Lead Independent Director structure: Independent Lead Director presides; robust executive session cadence; committees entirely independent.
  • Audit & Risk Committee met quarterly (4x in 2024); oversees financial reporting, internal audit, cybersecurity, risk appetite.

Fixed Compensation

Component2024 AmountNotes
Annual cash retainer$75,000Paid quarterly, in arrears; non-employee directors only.
Committee chair fees$0Not a chair; Audit & Risk chair $30,000; Comp/N&G chairs $20,000.
Lead Independent Director premium$0Applies to Lead Director only (+$10,000).
Meeting fees$0No individual meeting fees.
Total cash (2024)$75,000Director compensation table.

Performance Compensation

Equity ComponentGrant ValueGrant TimingVesting ScheduleUnvested at 12/31/2024
Restricted stock (annual grant)$120,000Granted on annual meeting date50% vests 180 days after grant; 50% vests immediately preceding next annual meeting; continued service required. 1,795 shares
Total equity (2024)$120,000As above

Director stock ownership guidelines and compliance:

  • Guideline: 5x annual Board cash retainer within 5 years; retain 50% of after-tax vested shares until threshold met.
  • Compliance: As of March 10, 2025, all applicable directors were in compliance except Ms. Gupta and Ms. Doyle. (Sobers in compliance.)

Other Directorships & Interlocks

CompanyPublic Company?RolePotential Interlock/Conflict
NBH BankNo (subsidiary)DirectorOrdinary-course banking relationships overseen; consistent with policy.
Bank of Jackson Hole TrustNo (subsidiary)DirectorOrdinary-course transactions allowed if on market terms.
Denver SeminaryNoFinance Committee ChairNon-profit; no NBHC conflict disclosed.
Moffitt Cancer Center FoundationNoBoard memberNon-profit; no NBHC conflict disclosed.
Third Way CenterNoTreasurerNon-profit; no NBHC conflict disclosed.

Expertise & Qualifications

  • 30+ years in financial services; banking leadership spanning retail/consumer, wealth, market management; prior EVP at NBH Bank.
  • Committee fit: Audit & Risk (risk, controls, cybersecurity oversight); Nominating & Governance (director selection, governance policy, related-party transaction oversight).
  • Community/ESG engagement via “Doing Good” liaison; finance oversight in non-profits.
  • Education: Bachelor of Applied Science in Business Administration.

Equity Ownership

CategoryAmountAs-of DateNotes
Total beneficial ownership (shares)20,161March 10, 2025Includes 1,795 unvested restricted shares with voting power.
Shares outstanding basis38,383,897March 10, 202538,094,105 common + 289,792 unvested restricted (voting).
Ownership % of outstanding~0.0526%Calculated20,161 / 38,383,897.
Unvested restricted shares1,795Dec 31, 2024Voting rights apply.
Pledging/HedgingPolicy prohibitsCurrent policyInsider Trading Policy prohibits hedging and pledging for designated persons.

Insider Trades (last 24 months)

DateTransactionSharesPriceValueNotes
2024-07-26Sale15,876$43.10~$684,221Disclosed in Form 4; part of multiple transactions.
2024-07-26Sale2,862$43.12~$123,444Disclosed in Form 4.
2024-07-26Option exercises$23.10–$34.08$474,585 (acquired value)Exercise prices reported; not open market purchases.
2025-10-27Shares withheld for taxes on vestingWithholding upon vesting of 04/30/2025 director restricted stock grant; Form 4 filed 10/29/2025.

Aggregate insider activity context: Third-party trackers show net insider sales at NBHC over 2H 2024–early 2025, with Sobers selling 18,738 shares (~$807,665). Use caution in interpreting sales given option exercises and tax-withholding events.

Governance Assessment

  • Strengths

    • Independence confirmed; sits on two key committees (Audit & Risk; Nominating & Governance) aligned with his banking risk and leadership background.
    • Solid engagement: ≥75% attendance; executive sessions held regularly; robust committee cadence (Audit & Risk met quarterly).
    • Ownership alignment: Beneficial holdings, voting rights on unvested restricted stock, compliance with 5x retainer stock ownership guideline.
    • Governance safeguards: Prohibition on hedging/pledging; related-party transactions reviewed under formal policy; ordinary-course banking relationships conducted on market terms.
  • Watch items / potential red flags

    • Prior NBH executive role could raise perceived familiarity risks, but Board has affirmed independence under NYSE/SEC rules; monitor ongoing objectivity in oversight.
    • Insider sales in July 2024 (18,738 shares) and broader insider net selling at NBHC; while commonly tied to diversification or option exercises, continued selling across insiders warrants monitoring for signaling risk.
  • Overall: Sobers presents as an experienced, engaged independent director with relevant banking and risk oversight expertise, aligned through equity and stock ownership guidelines, and operating within NBHC’s established governance controls.

Appendix: Committee Membership Snapshot (as of proxy date)

CommitteeMembers
Audit & RiskRalph W. Clermont (Chair), Robert E. Dean, Robin A. Doyle, Alka Gupta, Fred J. Joseph, Patrick Sobers, Micho F. Spring, Art Zeile.
Nominating & GovernanceRobert E. Dean (Chair), Ralph W. Clermont, Fred J. Joseph, Patrick Sobers, Micho F. Spring.
CompensationArt Zeile (Chair), Ralph W. Clermont, Robert E. Dean, Alka Gupta.

References

  • DEF 14A (2025-03-28):
  • SEC Form 4 (tax withholding event):
  • StreetInsider Form 4 summary:
  • Investing.com insider sale details (2024-07-26):
  • Insider activity context: