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Heather Cox

Director at NRG
Board

About Heather Cox

Heather Cox, age 54, has served on NRG’s Board since 2018 and is an independent director. She is President, Insights & Empowerment at Zelis Healthcare Inc. and brings deep digital transformation, technology, operations, and customer experience expertise to NRG’s boardroom. In 2024, each director (including Cox) attended more than 75% of Board and committee meetings, and the Board holds regular executive sessions of independent directors .

Past Roles

OrganizationRoleTenureCommittees/Impact
Zelis Healthcare Inc.President, Insights & EmpowermentMay 2023 – presentDigital strategy and customer insights leadership
Humana Inc.Chief Digital Health and Analytics OfficerAug 2018 – Jun 2022Led digital health/analytics; enterprise transformation
USAAEVP & Chief Technology & Digital OfficerOct 2016 – Mar 2018Technology and digital operations leadership
Citigroup Inc. (Citi FinTech)CEO, Financial Technology Division; Head of Citi FinTechNov 2015 – Sep 2016Built fintech capability; innovation lead
Citigroup Inc. (Global Consumer Bank)Chief Client Experience, Digital & Marketing OfficerApr 2014 – Nov 2015Client experience and digital marketing
Capital OneEVP, U.S. Card OperationsAug 2011 – Aug 2014Consumer operations leadership

External Roles

OrganizationRoleTenureNotes
Gryphon Digital Mining Inc.DirectorFeb 2024 – presentCurrent public company board
Atlantic Union BankDirectorAug 2022 – Jul 2023Former public company board

Board Governance

  • Independence: The Board determined all directors except the CEO are independent; Cox is independent .
  • Committees: Cox chairs the Governance & Nominating Committee and serves on the Compensation Committee .
  • Attendance: In 2024, each director attended >75% of Board and committee meetings; directors encouraged to attend annual meeting .
  • Executive sessions: Regular sessions of independent directors; Lead Independent Director presides .
CommitteeRole2024 Regular Meetings2024 Special Meetings
Governance & NominatingChair44
CompensationMember40

Fixed Compensation

Compensation ElementAmount (USD)
Annual Cash Retainer120,000
Annual Equity Retainer (DSUs)179,000
Lead Independent Director Retainer45,000
Audit Committee Chair Retainer35,000
Other Committee Chair Retainer20,000
Heather Cox – FY2024 Director PayAmount (USD)
Fees Earned/Paid in Cash130,000
Stock Awards (DSUs, grant-date FV)189,054
Total319,054

Notes:

  • Committee Chair/Lead Independent retainers are paid 50% cash and 50% DSUs; directors may elect to receive cash portions as DSUs .
  • DSUs carry dividend equivalent rights and are paid per deferral election upon termination unless for cause .

Performance Compensation

  • Directors do not receive performance-based equity (e.g., PSUs) or options; director equity is delivered as DSUs and is not tied to financial/TSR metrics .
  • NRG maintains robust anti-hedging and anti-pledging policies for directors and executives .
Director Performance-Linked ComponentsStatus
Options/PSUsNone for directors
DSU VestingPayable per deferral election or termination; includes DERs

DSU Deferral/Vesting specifics for Cox:

  • 5,176 DSUs and 632 DERs payable on June 1, 2026 .
  • Historical (as of 12/31/2023): 4,906 DSUs and 769 DERs payable on May 31, 2024; plus 5,176 DSUs and 498 DERs payable on June 1, 2026 .

Other Directorships & Interlocks

  • Current: Gryphon Digital Mining Inc. (technology/crypto mining); minimal direct overlap with NRG’s retail energy/smart home operations .
  • Former: Atlantic Union Bank (financial services); no disclosed related-party transactions with NRG .
  • Potential conflicts: Governance & Nominating Committee reviews director conflicts annually; transactions above $50,000 require review under NRG’s Related Person Policy .

Expertise & Qualifications

  • Digital transformation, innovation, and customer experience leadership spanning healthcare, financial services, and technology .
  • Technology operations and analytics depth (USAA, Humana, Citi FinTech) aligned with NRG’s strategic focus on smart home/consumer services .

Equity Ownership

MetricAmount
Beneficial ownership (common shares)40,655; less than 1% of outstanding
Included DSUs/DERs in beneficial ownership22,127 DSUs and 2,106 DERs included in total; payable upon ceasing Board service
Stock awards held (DSUs+DERs) as of 12/31/202424,130
Pledging/HedgingProhibited under NRG policy
Ownership guidelinesDirectors must retain all stock received as compensation for duration of service; no exceptions made in 2024

Insider Trades (Form 4)

Filing DateTransaction DateTypeShares TransactedPost-Transaction OwnershipSecuritySource
2025-11-052025-11-03Award (A)6442,029Common Stockhttps://www.sec.gov/Archives/edgar/data/1013871/000110465925107248/0001104659-25-107248-index.htm
2025-08-052025-08-01Award (A)6641,963Common Stockhttps://www.sec.gov/Archives/edgar/data/1013871/000122520825007049/0001225208-25-007049-index.htm

Notes:

  • Type codes: A = Award/Grant; transactions reflect DSU/stock accruals consistent with director compensation [insider-trades skill output].

Governance Assessment

  • Strengths: Independent status; chairs Governance & Nominating and serves on Compensation; consistent attendance; robust anti-hedging/anti-pledging and director stock retention requirements enhance alignment .
  • Alignment: Meaningful ongoing DSU holdings and scheduled deferrals; no options; director equity paid in DSUs with DERs, promoting long-term focus .
  • RED FLAGS: None disclosed for Heather Cox regarding related-party transactions, pledging/hedging, tax gross-ups, or legal proceedings; committee dual role (G&N chair and Compensation member) concentrates governance influence but is mitigated by full independence and established committee charters/practices .

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Best AI for Equity Research

Performance on expert-authored financial analysis tasks

Fintool-v490%
Claude Sonnet 4.555.3%
o348.3%
GPT 546.9%
Grok 440.3%
Qwen 3 Max32.7%