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Robert G. Coradi

Executive Vice President and Chief Risk Officer; Secretary at ORRSTOWN FINANCIAL SERVICES
Executive

About Robert G. Coradi

Executive Vice President, Chief Risk Officer (CRO) and Secretary of Orrstown Financial Services, Inc. (ORRF); age 63; joined in 2012, CRO since April 2014, Secretary since 2018 . Company performance backdrop in 2024 included adjusted net income of $56.1 million (vs. $36.6 million in 2023), net interest margin of 3.92%, assets up 74% to $5.4 billion, and improved credit quality (nonaccrual loans/total loans 0.61%; nonperforming assets/total assets 0.45%) . Over the 3-year period ending 12/31/2024, ORRF’s TSR ranked at the 100th percentile of its compensation peer group and the new larger peer group adopted for 2025 .

Past Roles

OrganizationRoleYearsStrategic Impact
Orrstown Financial Services, Inc.EVP & Chief Risk Officer2014–presentEnterprise risk oversight; Board-level ERM interaction
Orrstown Financial Services, Inc.Secretary (Company & Bank)2018–presentCorporate governance administration
Orrstown BankSVP & Chief Credit Officer2012–2014Credit policy and portfolio quality leadership
Susquehanna Bank (PA Division)Commercial Sales Manager2008–2012Commercial growth leadership in PA markets

External Roles

  • None disclosed in the proxy .

Fixed Compensation

Metric20232024
Base Salary ($)$300,900 $306,918
STIP Target (% of Base)40%
STIP Actual Paid ($)$184,151

Performance Compensation

ComponentMetricWeightingTargetActual (2024 Adjusted)Payout LevelVesting
Short-Term Incentive (Cash)Net Income50% of total incentive (with ROAE) $34,000k $51,975k Maximum Cash paid; credit-quality gate met
Short-Term Incentive (Cash)ROAE50% of total incentive (with Net Income) 12.19% 13.25% Maximum Cash paid; credit-quality gate met
Long-Term Incentive (Time-Vested RS)Initial award based on 2024 Net Income & ROAE50% of LTIP value Max earned from 2024 performance Max earned from 2024 performance Granted33% vest on 2/16/2026, 2/16/2027, 2/16/2028
Long-Term Incentive (Performance RSUs)ROAA (3-year) + TSR modifier50% of LTIP value Specific ROAA targets not disclosed for 2025 grants 3-year performance (2025–2027) Earned based on ROAA, then ±20% TSR modifier Cliff vest on 2/16/2028, subject to performance and service

Notes:

  • Credit-quality modifier for STIP reduces awards by 30% if NPA/Assets >2% or eliminates if >4%; satisfied in 2024 .
  • One-time merger-related adjustments excluded from 2024 Net Income/ROAE for incentive calculations (pre-tax merger costs ~$22.7m; provision on non-PCD loans $15.5m) .

Equity Awards Granted for 2024 Performance (Granted in 2025)

Grant DateTypeValue ($)Units (#)Vesting
2/16/2025Time-Vested Restricted Stock$92,073 2,737 33% on each of 2/16/2026, 2/16/2027, 2/16/2028
2/16/2025Performance-Vested RSUs$92,073 2,737 Performance period 2025–2027; ROAA-based with ±20% TSR modifier; vest 2/16/2028
Total LTIP Value$184,146

Equity Ownership & Alignment

ItemValue
Beneficial Ownership (shares)65,744
Shares Outstanding (record date 3/3/2025)19,505,444
Ownership as % of Outstanding~0.34%
Exercisable Options (within 60 days of 3/3/2025)None shown for Coradi (group total 13,307)
Anti-hedging/Anti-pledgingHedging and pledging prohibited for directors/executives
Stock Ownership Guidelines (NEOs)None for NEOs (unless also directors)
Director Share RequirementDirectors must hold ≥5,000 shares (not applicable to Coradi)

Employment Terms

ProvisionKey Terms
Employment Agreement3-year term; auto-extends annually unless 60-day nonrenewal notice
Retirement AgeMandatory retirement at 65 with 6 months’ base salary; can be delayed by Board in one-year increments
Severance (no CIC)Base salary + average cash bonus for greater of remaining term or 6 months; 6 months of benefits; 150% premium for group life insurance for 3 years
Non-compete/Non-solicit (no CIC)For greater of 6 months post-termination or severance period, not to exceed 24 months
Change in Control (CIC) TriggerIf terminated without cause within 2 years post-CIC, or if executive resigns “for any reason” within 6 months post-CIC (single-trigger window for certain NEOs including Coradi)
CIC Cash Multiple2.99x (base salary + highest annual cash bonus/incentive in past 3 years) lump sum
CIC EquityIf plan(s) are silent, all options/restricted stock/units become vested/exercisable
CIC Benefits DurationHealth/welfare benefits continuation for 2 years (employee pays active-rate share)
CIC 280G TreatmentCutback to avoid excise tax or maximize after-tax; no gross-up (gross-up only for CEO)
CIC Non-compete/Non-solicitFor greater of 6 months after termination or 1-year anniversary of CIC
Salary Continuation (SERP) – Present Value (12/31/2024)Voluntary/without cause: $780,841; CIC-period termination: $1,006,079; Disability: $716,125; Death: $1,006,079
Potential CIC Benefits (12/31/2024 assumption)Cash: $1,319,017; Equity Acceleration: $731,248; Health/Welfare: $62,949; Total: $2,113,214

Additional Governance and Program Features

  • Clawbacks: Nasdaq Rule 10D-1 compliant compensation recovery policy for restatements; broader clawback/forfeiture language in stock plan; automatic clawback of unvested LTIP if Bank not “well-capitalized”; committee discretion for other triggers .
  • Perquisites: Country club/housing allowances disclosed for other NEOs; none indicated for Coradi in 2024 .
  • Say-on-Pay: 80.5% approval at 2024 Annual Meeting; active shareholder engagement since 2019 .
  • Consultant/Peers: Aon engaged as independent consultant; 2024 peer group criteria and companies; expanded peer set adopted for 2025 .

Investment Implications

  • Alignment: Strong performance linkage—STIP/LTIP based on Net Income, ROAE, and three-year ROAA with TSR modifier; cash awards gated by credit quality, supporting prudent risk-taking under the CRO’s purview .
  • Retention/Overhang: 2025 grants total ~5,474 shares/units to Coradi with scheduled vesting through 2028, creating predictable supply dates; no stock options outstanding reduces forced-selling pressure from expirations .
  • Governance Red Flags and Mitigants: Anti-hedging/anti-pledging policy is a positive ; however, absence of NEO ownership guidelines may weaken long-term alignment (not applicable to directors) .
  • Change-in-Control Economics: Generous 2.99x CIC multiple and equity acceleration; single-trigger resignation allowed within 6 months post-CIC for certain NEOs, increasing transaction-related payout risk; cutback (no gross-up) mitigates tax costs for shareholders .
  • Performance Backdrop: Company’s TSR outperformance (100th percentile) and improved adjusted results post-merger support pay-for-performance outcomes; continued integration and cost saves achieved (18%) bolster execution confidence .