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Geraldine Pannu

Director at RBB Bancorp
Board

About Geraldine Pannu

Independent director since 2022; age 55. Background spans 25+ years in investment and financial management, fund operations, consulting, and marketing; MBA from Harvard Business School and BBA from Chinese University of Hong Kong, fluent in English, Mandarin, Cantonese, and Shanghainese. Serves as Corporate Secretary of RBB and is Chair of the Compensation, Nominating and Governance (CNG) Committee; also sits on Directors Loan, Community Reinvestment Act (CRA), Information Technology (IT), and Enterprise Risk Committees .

Past Roles

OrganizationRoleTenureCommittees/Impact
GLTJ Pioneer CapitalManaging Partner (real estate development, fixed income)Not disclosedInvestment/financial expertise applied to governance
ChinaRock Capital ManagementCOO and Managing PartnerNearly 10 yearsLed hedge/VC fund operations; capital raising experience
Golden Gate Global (EB-5)Managing DirectorNot disclosedOne of largest EB-5 regional centers; capital formation
McKinsey & Co; Monitor CompanyManagement ConsultantNot disclosedStrategy/operations expertise; pre/post business school
Multiple startupsInterim CFO, mentorNot disclosedAdvises finance/controls; early-stage governance

External Roles

OrganizationRoleExchangeNotes
Processa PharmaceuticalsIndependent DirectorNASDAQ: PCSAOnly RBB director disclosed with another public company directorship

Board Governance

Governance AttributeDetail
IndependenceBoard determined nine independent directors; only CEO David Morris and President/CEO Johnny Lee are non-independent. Pannu is independent .
Committee AssignmentsCNG (Chair); Directors Loan (Member); CRA (Member); IT (Member); Enterprise Risk (Member) .
Board/Committee Meetings2024 meetings: Board 20; Audit 14; CNG 23; Directors Loan 4; CRA 8; IT 11; ALCO 3 .
AttendanceAll directors attended at least 75% of Board and respective committee meetings in 2024 and attended the 2024 annual meeting .
Board LeadershipIndependent Chair (Christina Kao) since May 2024; executive sessions of independent directors at least twice a year, presided by an independent director (currently Kao) .
Corporate SecretaryPannu signed the 2025 Annual Meeting Notice as Corporate Secretary; Corporate Secretary receives additional RSUs under director program .

Fixed Compensation

Program Terms (Non-Employee Directors)Amount/Structure
Annual cash retainer (12-month service period Jun–May)$60,000; payable end of service period; directors joining mid-period are prorated .
Annual equity retainer1,400 RSUs; 50% vest at grant, 50% vest one year post-grant .
Committee chair equity200 RSUs (immediately vested) for most committees; CRA Chair and Corporate Secretary receive 100 RSUs (immediately vested) .
Meeting fees (in-person)$1,500 per Board meeting; Board Chair $2,500; $300 per committee meeting; committee chairs receive an additional $200 per chaired meeting .
Meeting fees (telephonic when mandatory in-person)$750 per Board meeting; Board Chair $1,250; $200 per committee meeting; one fee cap per committee per month .
Pannu – 2024 Director CompensationAmount (USD)Notes
Fees Earned or Paid in Cash$114,300Includes attendance fees and pro-rated Annual Service Period Retainer .
Stock Awards (RSUs grant-date fair value)$28,035RSU values computed per ASC 718; directors held 700 unvested RSUs at year-end .
All Other Compensation$621BOLI income and cash dividends on vested equity .
Total$142,956Sum of components .

Performance Compensation

  • Director equity is predominantly time-based RSUs; committee chairs and Corporate Secretary receive immediately vested RSUs; no disclosed performance metrics tied to director pay (performance metrics apply to executives) .
Director Equity ElementsGrantVestingNotes
Annual RSU retainer1,400 RSUs50% at grant; 50% one year laterApplies to non-employee directors .
CNG Committee Chair RSUs200 RSUsImmediatePannu as Chair .
Corporate Secretary RSUs100 RSUsImmediateCorporate Secretary role (Pannu) .
Unvested RSUs at 12/31/2024700 RSUsVest 5/15/2025Proxy footnote timing .

Other Directorships & Interlocks

AttributeDetail
Public company interlockProcessa Pharmaceuticals (only RBB director with another public board) .
Competitive interlocksNone disclosed involving competitors/suppliers/customers .

Expertise & Qualifications

  • Investment and financial management, fund operations, capital raising across hedge, venture, real estate; consulting at McKinsey/Monitor; multilingual with Asia-US networks—valuable for governance, risk oversight, and shareholder alignment .

Equity Ownership

As-of DateCommon Shares Owned DirectlyRSUs vesting within 60 daysTotal Beneficial Ownership% of Shares Outstanding
3/24/2025 (Record Date)2,200 700 2,900 <1% (proxy asterisk)
5/21/2025 (Form 4)5,721 700 6,4210.036% (computed: 6,421 ÷ 17,738,627) using 17,738,627 shares outstanding

Notes:

  • Anti-hedging/anti-pledging policy applies to directors; pledging prohibited .
  • Director stock ownership guideline moved to 10,000 shares starting May 2025; five-year compliance window. As of proxy date, directors meeting guideline were Christina Kao, James W. Kao, Joyce Wong Lee, and Christopher Lin; Pannu not listed among those in compliance (still within window) .

Insider Trades (Form 4 Summary: 2023–2025)

Transaction DateFiling DateTypeSecurityQtyPost-Transaction Common OwnedSource
2023-01-182023-01-20M-Exempt (RSU conversion)Common800800
2023-01-182023-01-20M-ExemptRSUs-800600 RSUs remaining
2024-01-182024-01-19M-ExemptCommon6001,400
2024-01-182024-01-19M-ExemptRSUs-6000 RSUs at event
2024-05-162024-05-17M-ExemptCommon8002,200
2024-05-162024-05-17M-ExemptRSUs-800700 RSUs remaining
2025-05-152025-05-16M-ExemptCommon7002,900
2025-05-152025-05-16M-ExemptRSUs-7000 RSUs at event
2025-05-212025-05-22M-ExemptCommon2,8215,721
2025-05-212025-05-22M-ExemptRSUs-2,821700 RSUs remaining

Related Party Transactions and Conflicts

  • Policy: Audit Committee administers related party transaction approvals/ratifications; quarterly reporting; arm’s-length terms required .
  • 2024 status: No extensions of credit to directors/insiders; ordinary banking relationships with deposits of $32.5 million from officers/directors/families; several directors/affiliates owned $6.0 million in subordinated debentures; no related party loans; no transactions >$120,000 with material interest since Jan 1, 2017 (other than compensation) .
  • No Pannu-specific related party exposures disclosed .

Director Compensation Structure Signals

  • Increased clarity and governance: adoption of clawback policies, stock ownership guidelines, and enhanced governance charters in 2023–2024 .
  • Equity election: directors could elect part of cash retainer as immediately vested RSUs to support ownership policy; not specifically disclosed for Pannu’s elections .

Equity Ownership Guidelines and Alignment

  • Directors required to own 10,000 shares starting May 2025 with five-year compliance window; Pannu not yet listed as in compliance; current beneficial position (~6,421 including RSUs) below guideline, but within window to comply and current holdings derived from Form 4 and proxy .

Governance Assessment

  • Positives:
    • Independent status; chairs CNG committee overseeing compensation governance, director nominations, independence determinations, and code of ethics—central to board effectiveness .
    • Active engagement: high committee workload; CNG met 23 times in 2024; board attendance ≥75% and presence at annual meeting—signals engagement .
    • Ownership alignment policies (anti-hedging/pledging, 10,000-share guideline) and ability to elect equity over cash reinforce alignment; board-wide say-on-pay support at 96% indicates shareholder confidence in compensation governance .
  • Watch items / potential red flags:
    • Corporate Secretary role held by an independent director is atypical in some governance frameworks; while permitted and compensated via RSUs per policy, it concentrates administrative authority—monitor for segregation of duties and transparency .
    • Ownership guideline compliance: not yet meeting the 10,000-share threshold as of proxy; current holdings rising via RSU settlements, but track progress toward guideline deadline .
    • No disclosed conflicts or related-party transactions; maintain oversight given ordinary banking relationships and subordinated debenture holdings among directors/affiliates (not specific to Pannu) .