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Sam Van

Director at Picard Medical
Board

About Sam Van

Independent director appointed August 12, 2025; age 47; MBA (Cornell Johnson) and BS in Finance (St. John’s). Former NYSE Director of International Listings and FINRA examiner; audit committee financial expert designated by PMI’s board. Will chair the Audit Committee and serve on Compensation and Nominating & Corporate Governance Committees .

Past Roles

OrganizationRoleTenureCommittees/Impact
SRO PartnersFounder & CEOMay 2024 – PresentAdvisory leadership; capital markets expertise
Freedom U.S. Markets (Freedom Holding Corp)Head of Advisory Services & SVPSep 2022 – May 2024Grew advisory platform; U.S. market development
Deltec Investment Adviser LimitedPresident & DirectorMay 2017 – Sep 2022Strategic leadership; governance oversight
New York Stock Exchange (NYSE)Director of International Listings; Senior ExaminerVariousOriginated 60+ listings; regulatory examinations
FINRAExaminerEarly careerRegulatory compliance and supervision

External Roles

OrganizationRoleTenureCommittees/Impact
Reed’s Inc.Director; Audit Committee Chair; Nominating Committee memberOct 2024 – PresentAudit oversight; governance
Relm Insurance Limited (Bermuda)DirectorJan 2019 – PresentBoard governance; insurance sector exposure
Phoenix Motor, Inc.DirectorJun 2022 – May 2024EV industry governance

Board Governance

  • Committee assignments: Audit Committee Chair; member of Compensation and Nominating & Corporate Governance Committees. PMI will utilize NYSE American phase-in provisions and deems Sam independent; audit committee members must meet Rule 10A-3, and Sam is an “audit committee financial expert” .
  • Controlled company status: Hunniwell will control ~54.8% voting power post-IPO; PMI intends to rely on controlled company governance exemptions, reducing mandatory independent oversight requirements. Governance charters are adopted for committees .
  • Internal controls: PMI disclosed material weaknesses (segregation of duties; formal review processes; written policies; related-party controls). Remediation plan underway; audit committee oversight will be critical under Sam’s chairmanship .
  • Related-party exposure: Multiple loans and note conversions with entities affiliated with director Richard Fang and Hunniwell; working-capital loans and reimbursements; convertible notes donated to foundations and converted at IPO. Audit Committee must police these conflicts and ensure arm’s-length terms .

Fixed Compensation

ComponentStatus/Details
Annual cash retainerNot disclosed; PMI stated director compensation to be determined post-IPO
Committee chair/member feesNot disclosed
Meeting feesNot disclosed

Performance Compensation

ElementStatus/Details
Equity awards (RSUs/Options/DSUs)Directors eligible under the Amended & Restated 2021 Equity Incentive Plan; specific grants to directors not disclosed
Performance metricsPlan permits broad metrics (EPS, EBITDA, TSR, ROE/ROA, margins, revenue, cash flow, governance/ESG). No director-specific performance awards disclosed
ClawbackAll awards subject to clawback per listing standards/Dodd-Frank
Change-of-controlAdministrator may accelerate vesting, assume/cancel awards, or pay cash equivalents; 280G “best net” cutback applies

Other Directorships & Interlocks

CompanySectorPotential Interlock/Conflict
Reed’s Inc.Consumer beveragesNo apparent overlap with PMI’s medtech operations
Relm Insurance LimitedInsuranceGenerally non-overlapping; could influence risk transfer discussions
Phoenix Motor, Inc.EV/industrialNo operational overlap with PMI

Expertise & Qualifications

  • Financial/regulatory mastery (NYSE listings, FINRA examiner) and capital markets leadership (Freedom Holding, Deltec). PMI board designated him an audit committee financial expert .
  • Multi-industry board experience (consumer, insurance, EV) supports oversight breadth .
  • Advanced education: MBA (Cornell Johnson), BS Finance (St. John’s) .

Equity Ownership

HolderShares% Outstanding
Sam Van0 (beneficial ownership)0.00% as of Sep 26, 2025
Controlling stockholder (Hunniwell)39,618,91954.8% post-IPO

Governance Assessment

  • Strengths:
    • Audit Committee Chair with audit financial expert designation; strong regulatory/capital markets background supports oversight of internal control remediation .
    • Committee participation across Compensation and Nominating enhances influence on pay and board composition .
  • Concerns/RED FLAGS:
    • Controlled company exemptions reduce independent checks on management; majority voting control by Hunniwell may limit minority investor influence .
    • Material weaknesses in internal controls (including related-party transaction controls) heighten audit risk under Sam’s remit .
    • Related-party financing history (loans/notes with affiliates) requires robust conflict-of-interest governance; ongoing monitoring by Audit/Nominating committees is essential .
    • Minimal director share ownership alignment (0% beneficial ownership reported for directors/executives), reducing “skin-in-the-game” unless equity grants are implemented .

Overall, Sam Van brings credible audit and regulatory expertise as Audit Chair, which is timely given PMI’s control environment issues. However, the controlled-company structure, related-party financing history, and lack of disclosed director compensation/ownership warrant close investor attention to committee independence, conflict management, and progress on internal control remediation .