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Apolonio Arenas

Director at NSTS Bancorp
Board

About Apolonio Arenas

Apolonio Arenas, age 54, has served as a director since 2006 and is a certified public accountant (since 1996). He is President of Dieck, Arenas and Associates PC and holds a Bachelor’s in Accountancy from Saint Xavier University (1992) . His financial expertise is recognized by the Board, which deems him an “audit committee financial expert” under SEC rules .

Past Roles

OrganizationRoleTenureCommittees/Impact
Dieck, Arenas and Associates PCPresident~30 years of service; CPA since 1996Independent financial expertise applied to Audit oversight
Most Blessed Trinity Academy (School Board)Board member (prior)Not disclosedCommunity involvement

External Roles

OrganizationRoleTenureNotes
All Are Welcome Social Services, Inc.DirectorNot disclosedNon-profit governance

Board Governance

  • Committee assignments:
    • Audit Committee: Chair; designated audit committee financial expert .
    • Nominating & Corporate Governance Committee: Member (Chair is Emily E. Ansani) .
    • Compensation Committee: Member (Chair is Emily E. Ansani) .
  • Committee activity in 2024:
    • Audit Committee met 4 times .
    • Nominating & Corporate Governance Committee met 3 times .
    • Compensation Committee met 2 times .
  • Board meetings in 2024: 12 regular and 1 special; no director attended fewer than 75% of applicable board and committee meetings .
  • Independence status: Independent under Nasdaq listing standards. Board considered Mr. Arenas’ firm’s lease of office space from North Shore Trust and Savings and determined none of the relationships precluded independence .
  • Governance policies:
    • Anti-hedging policy prohibits directors from hedging or monetization transactions in company securities .
    • Clawback policy adopted per SEC/Nasdaq for erroneous incentive compensation recovery .

Fixed Compensation

Component2024 AmountNotes
Bank annual retainer (cash)$18,000 For service on North Shore Trust and Savings board
Per meeting fee (cash)$1,000 per meeting Applied to Bank board meetings
Company board additional retainer (cash)$2,000 annually (paid quarterly) For service on NSTS Bancorp, Inc. board
Total cash fees paid to Mr. Arenas (2024)$31,000 No stock or option awards in 2024

Performance Compensation

Directors are eligible for equity awards under the 2023 Equity Incentive Plan with time-based vesting (20% per year beginning on the first anniversary of the vesting commencement date). Mr. Arenas received equity awards in 2023; no director equity was granted to him in 2024 .

Grant TypeGrant DateShares/OptionsExercise PriceVestingExpiration
Restricted Stock (RSUs)2023-06-159,200 N/A20% annually, first tranche at 1-year anniversary N/A
Stock Options2023-06-1523,000 $9.36 20% annually, first tranche at 1-year anniversary 10 years from grant under Plan

Metrics tied to director compensation: No performance metrics (e.g., TSR, EBITDA) are disclosed for director equity; awards vest based on service time under the Plan .

Other Directorships & Interlocks

Company/InstitutionPublic Company?Committee RolesInterlocks/Conflicts
All Are Welcome Social Services, Inc.No (non-profit)Not disclosedNone disclosed
Most Blessed Trinity Academy (prior)NoNot disclosedNone disclosed

No current public company directorships are disclosed beyond NSTS .

Expertise & Qualifications

  • Certified Public Accountant since 1996; President of a public accounting firm .
  • Audit committee financial expert designation by Board .
  • Bachelor’s in Accountancy, Saint Xavier University, 1992 .
  • Community involvement through non-profit boards .

Equity Ownership

ItemAmountDetail
Beneficial ownership (Common Stock) as of March 24, 202531,440 shares Includes 7,500 shares held by spouse
Ownership as % of outstanding<1% Shares outstanding: 5,247,826
Unvested restricted stock (excluded from beneficial ownership table)7,360 shares Has sole voting power; no investment power
Unvested options (excluded from beneficial ownership table)18,400 options From 2023 grant

Insider Trades (Form 3/4/5)

Filing/Transaction DateTypeSecurityQuantityPricePost-Transaction OwnershipSource
2022-01-18Form 3No securities beneficially owned0
2022-01-18Purchase (P)Common Stock17,500$10.0017,500
2022-12-31 (filed 2023-02-14)Form 5Year-end statement17,500
2023-06-15 (filed 2023-06-16)Award (A)Restricted Stock (Common)9,200$0.0026,700
2023-06-15 (filed 2023-06-16)Award (A)Stock Option23,000$9.3623,000 options

Governance Assessment

  • Positive signals:
    • Deep financial expertise and Audit Committee chairmanship; Board-designated audit committee financial expert status enhances oversight of financial reporting, risk, and auditor independence .
    • Anti-hedging and clawback policies strengthen alignment and accountability; no Section 16(a) delinquencies in 2024 .
    • Active committee cadence (Audit 4x, Nominating 3x, Compensation 2x) and ≥75% attendance threshold met by all directors in 2024 .
  • Alignment and incentives:
    • Meaningful, time-based equity grants (RSUs and options) from 2023 establish skin-in-the-game; combined with continued cash retainer and meeting fees ($31,000 in 2024) provides balanced compensation .
    • Beneficial ownership of 31,440 shares (<1%) plus unvested equity supports long-term alignment; spouse-held shares disclosed .
  • Potential conflicts / RED FLAGS:
    • Lease of office space by Dieck, Arenas and Associates PC from North Shore Trust and Savings was considered in independence determination; while deemed compliant under Nasdaq independence, investors should monitor for related-party exposure as disclosure threshold (> $120,000) may limit detailed reporting .
    • Board majority independence temporarily fell below Nasdaq requirements following a director’s death; company has a cure period to regain compliance (deadline as described) .
  • Shareholder sentiment context:
    • 2025 annual meeting: material support for a non-binding proposal recommending a sale or merger (FOR 1,564,131; AGAINST 531,187; ABSTAIN 838,300; broker non-votes 971,631), indicating notable investor appetite for strategic alternatives .
  • Auditor oversight:
    • Audit Committee pre-approves all audit and non-audit services; 100% of audit-related and tax fees pre-approved; fees in 2024: Audit $146,535; Tax $32,788; Total $179,323, demonstrating structured oversight .

Overall: Arenas brings strong accounting credentials and chairs the Audit Committee, supporting board effectiveness. Equity grants from 2023 provide alignment, though total ownership remains <1%. The office lease relationship is monitored but did not preclude independence; the temporary independence shortfall at the board level is a governance risk to watch for cure actions by 2025 deadlines .