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Lynn D. Davis

Director at NICOLET BANKSHARES
Board

About Lynn D. Davis

Independent director since 2021; age 69; Ph.D.; founding partner and consulting dairy nutritionist with deep operating and board experience across dairy production and inputs. Core credentials include agricultural industry expertise, owner-operator mindset, and board roles at privately held dairy-related enterprises; NIC identifies him as independent under NYSE rules .

Past Roles

OrganizationRoleTenureCommittees/Impact
Nutrition Professionals, Inc.Founding partner; consulting dairy nutritionistNot disclosedSector expertise applied to NIC’s agricultural lending focus
Breeze Dairy Group, LLCCo-founder, shareholder, board memberNot disclosedBoard governance in dairy operations
Quality Roasting, Inc.Co-founder, shareholder, board memberNot disclosedFeed/commodity operations oversight
The Heifer Authority, LLCCo-founder, shareholder, board memberNot disclosedLivestock operations oversight

External Roles

EntityTypeRoleCommittee Positions
Breeze Dairy Group, LLCPrivateBoard member; co-founderNot disclosed
Quality Roasting, Inc.PrivateBoard member; co-founderNot disclosed
The Heifer Authority, LLCPrivateBoard member; co-founderNot disclosed
Public company boardsNone disclosed

Board Governance

  • Committee assignments: Risk Committee member; ALCO member; rotating participation on Directors Loan Committee (DLC) at least one quarter per year; not listed as a chair on standing committees (Audit, Compensation, Nominating & Governance, Executive) .
  • Independence: Determined independent; exceptions to independence do not include Davis .
  • Attendance: Board met 9 times in 2024; all directors met at least 75% attendance; Annual Meeting in 2024 had 14 of 15 directors present .
  • Lead Independent Director structure established effective 2025; Lead Director John N. Dykema; Chair is CEO Michael E. Daniels .

Fixed Compensation

ComponentAmountNotes
Fees Earned or Paid in Cash (2024)$30,500Calendar-year cash fees
Stock Awards (2024)$49,974626 shares granted May 28, 2024; immediately vested
Total (2024)$80,474No options, no meeting-based incentive columns applicable

Director pay structure (May 2024–Apr 2025):

  • Annual equity retainer: $50,000, granted as 626 shares at $79.83; immediately vested .
  • Annual cash retainer: $20,000 .
  • Committee meeting fees: $1,000 per meeting for Audit, Compensation, Executive, Nominating & Governance, Risk, ALCO, Trust; $500 per DLC meeting .
  • Chair retainers: Audit $15,000; Compensation $10,000; Nominating & Governance $5,000 (Davis not listed as chair) .
  • Deferred Compensation Plan: Nine directors deferred 100% of 2024 cash fees; Davis did not elect full deferral (no asterisk by his name) .

Performance Compensation

  • Not applicable for directors; 2024 director compensation excluded option awards, non-equity incentive plan compensation, pension/SERP changes, and other compensation categories .

Other Directorships & Interlocks

AreaDisclosure
Shared directorships with NIC counterpartiesNot disclosed
Related-party transactionsNo Davis-specific transactions disclosed; policy requires Audit Committee approval and market terms; aggregate loans to directors/executive officers/related interests ~$113 million (≈2% of loans) at 12/31/2024, at market terms .

Expertise & Qualifications

  • Dairy/agricultural industry operator and consultant; owner-level perspective valuable for NIC’s position as Wisconsin’s largest commercial agricultural bank and support for the dairy sector’s Net Zero Initiative oversight context .
  • Enterprise risk and balance sheet exposure familiarity via Risk Committee and ALCO membership .
  • Academic credential: Ph.D. (field/institution not disclosed) .

Equity Ownership

MetricValue
Total beneficial ownership (shares)11,900
Ownership % of outstanding<1%
Vested vs. unvested sharesNot disclosed for Davis (director equity grants vest immediately; annual director grant vested at grant)
Options (exercisable/unexercisable)Not disclosed for Davis in beneficial ownership table; no director option compensation in 2024
Shares pledged as collateralNot disclosed
Director ownership guidelineMinimum 2,000 shares within 3 years; Davis exceeds guideline

Governance Assessment

  • Strengths: Independent director with sector-specific expertise aligned to NIC’s agricultural lending franchise; active on Risk and ALCO committees; equity ownership (11,900 shares) exceeds director guideline supporting alignment; board attendance thresholds met; no Davis-specific related-party transactions disclosed .
  • Compensation alignment: Director pay mix balanced between cash retainer and immediately vested equity; Davis did not use the Directors Deferred Compensation Plan in 2024, while many peers did—neutral for alignment given equity retainer structure .
  • Process considerations: Eleven non‑employee directors in the Deferred Compensation Plan filed one untimely Form 4 due to a trustee change and administrative error (not individually attributed to Davis); highlights need for robust Section 16 controls though characterized as administrative .
  • Shareholder signals: 2024 Say‑on‑Pay approval “For” at ~72% indicates some investor scrutiny of compensation design—board’s move to establish a Lead Independent Director and increase formulaic metrics (EPS) for CEO incentives in 2025 may improve governance optics; relevant context for overall board effectiveness .
  • Potential conflict watchpoints: Davis’s operating and board roles within dairy supply chain could present perceived conflicts if NIC engages with entities where he has interests; proxy discloses no Davis-specific related-party transactions and outlines strict RPT policy requiring Audit Committee oversight and market terms .

RED FLAGS

  • Administrative late Section 16 filings by some non‑employee directors due to trustee change (process risk; not attributed to Davis) .
  • Aggregated insider/related‑interest lending (~$113 million) requires continued monitoring and strict adherence to market terms and independence assessments .