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Lee Fisher

Director at REX AMERICAN RESOURCES
Board

About Lee I. Fisher

Lee I. Fisher, 73, is an independent director at REX American Resources and has served since 2011 (previously 1996–2006). He is a lawyer and former Ohio Lieutenant Governor and Attorney General, with deep experience in government, higher education, public affairs, and economic development. He was appointed President of Baldwin Wallace University effective July 1, 2025; he has been Dean of Cleveland State University College of Law and Joseph C. Hostetler—Baker Hostetler Chair in Law since 2017, serving through June 30, 2025 .

Past Roles

OrganizationRoleTenureCommittees/Impact
State of OhioLieutenant Governor; Director, Ohio Department of Development; Chair, Ohio Third Frontier Commission2007–2011Led economic development and technology commercialization initiatives
State of OhioAttorney General1991–1995Chief legal officer for the state
Ohio LegislatureState Senator; State Representative1983–1990; 1981–1983Legislative policymaking
Center for Families and ChildrenPresident & CEO1999–2006Non-profit leadership
CEOs for CitiesPresident & CEOPrior to 2017Urban revitalization leadership
Hahn Loeser & Parks LLPPartner; AttorneyPartner 1995–1999; Attorney 1978–1990Legal practice
Cleveland State University Levin CollegeSenior FellowPrior to 2017Academic policy and urban affairs
University of Illinois–ChicagoUrban ScholarPrior to 2017Academic urban policy research

External Roles

OrganizationRoleStart/EndNotes
Baldwin Wallace UniversityPresidentEffective Jul 1, 2025Transition from CSU Law Dean; indicates significant external leadership commitment
Cleveland State University College of LawDean; Joseph C. Hostetler—Baker Hostetler Chair in Law2017–Jun 30, 2025Academic leadership and legal education
OfficeMax IncorporatedDirector (former)Not statedFormer public-company directorship

Board Governance

  • Independence: Board determined Fisher is independent under NYSE Section 303A.02 .
  • Committees: Compensation Committee (member), Nominating/Corporate Governance Committee (member); Nominating is chaired by Alphonso; Compensation is chaired by MacMillan .
  • Attendance and engagement: Board held six meetings in FY ended Jan 31, 2025; all directors attended 100% of Board and committee meetings except one director (>80%); all serving directors attended the prior Annual Meeting; executive sessions are led by the Lead Independent Director (Harris) .
  • Lead Independent Director framework: Responsibilities include presiding over executive sessions, agenda approval, and shareholder communication .

Fixed Compensation

Year (Fiscal)Cash Fees ($)Committee Retainer ($)Chair Fees ($)Equity Grant (Grant-Date Fair Value, $)Total ($)
202475,000 Included in cash fees per policy (committee service adds $5,000/yr) N/A for Fisher (Comp Chair is MacMillan; Nom/Gov Chair is Alphonso) 50,000 125,000
202375,000 Included in cash fees per policy (committee service adds $5,000/yr) N/A for Fisher 50,000 125,000
Policy (non-employee directors)70,000 annual retainer 5,000 per year if serving on ≥1 committee Audit Chair: 20,000; Comp and Nom/Gov Chairs: 10,000 50,000 restricted stock grant; Lead Director additional 25,000 restricted stock grant; RS vests one-third over three years

Notes: Fisher is not a committee chair; his cash reflects base plus committee retainer; lead director equity premium applies to Harris, not Fisher .

Performance Compensation

Directors receive time-based restricted stock (not performance-based). No options or PSUs are disclosed for directors.

  • Annual director equity: 50,000 grant-date fair value of restricted stock; vests one-third annually over three years .
  • Unvested RS outstanding (as of fiscal year-end):
    • Jan 31, 2025: 2,636 shares unvested for Fisher
    • Jan 31, 2024: 2,856 shares unvested for Fisher
ItemGrant/StatusVestingAmount
Annual director equity awardOngoingOne-third on 1st, 2nd, 3rd anniversaries$50,000 grant-date fair value per year
Unvested RS (Fisher)Outstanding at Jan 31, 2025Per grant schedule2,636 shares
Unvested RS (Fisher)Outstanding at Jan 31, 2024Per grant schedule2,856 shares

Other Directorships & Interlocks

Company/EntityTypeRoleCommittees/Notes
OfficeMax IncorporatedPublic company (former)DirectorNo committee details disclosed
Government/Higher Ed rolesGovernment/AcademicVarious senior roles (AG, Lt. Gov., Dean, President)Extensive public-sector leadership

No disclosed interlocks or related-party relationships involving Fisher; Board confirms Fisher has no relationships with the Company other than being a director .

Expertise & Qualifications

  • Legal expertise and public policy: Former Ohio Attorney General; extensive government and policy leadership .
  • Higher education leadership: Dean at CSU Law; incoming President of Baldwin Wallace University .
  • Economic development: Led Ohio Department of Development and chaired Ohio Third Frontier Commission .

Equity Ownership

HolderBeneficial Ownership (Shares)Percent of OutstandingUnvested RS Included
Lee I. Fisher (as of Apr 15, 2025)7,096 One percent or less 2,636
Lee I. Fisher (as of Apr 22, 2024)10,363 One percent or less 2,856

Policy signals:

  • Hedging/pledging: Prohibited for directors and executive officers under Insider Trading Policy in 2025 .
  • Prior disclosure: 2024 proxy stated the Company had no hedging practices/policies related to directors; policy updated in 2025 to prohibit hedging and pledging, a governance improvement .

Governance Assessment

  • Board effectiveness: Fisher is a long-tenured independent director with legal, government, and academic leadership, serving on Compensation and Nominating/Corporate Governance—key committees for pay and board composition. No chair roles, but active committee participation supports oversight .
  • Independence and conflicts: Board explicitly affirms Fisher’s independence; no related-party transactions involving Fisher disclosed. Notable related-party items involve other directors (Kress’s law firm; Bustos’s Mercury contract) but were reviewed/approved and led to Bustos’s committee resignations—demonstrating responsive governance; Fisher unaffected .
  • Attendance/engagement: Board reports near-perfect attendance; though one director was >80%, Fisher is not singled out for attendance issues; executive sessions framework and Lead Independent Director oversight are robust .
  • Ownership alignment: Fisher’s ownership is modest (≤1%) with ongoing unvested RS; alignment exists through annual equity grants, but absolute ownership is low relative to outstanding shares .
  • Compensation structure: Stable year-over-year director pay mix ($75k cash, $50k equity), consistent with policy; no options, no performance metrics—typical for independent directors and reduces pay risk .
  • Policy enhancements: 2025 prohibition on hedging and pledging is a positive change vs 2024 disclosure; strengthens alignment and reduces risk .

RED FLAGS

  • None disclosed specific to Fisher (no related-party transactions, no hedging/pledging, independence affirmed) .
  • Potential time-commitment risk: Transition to university presidency effective July 1, 2025 could increase external demands; monitoring of attendance and committee engagement advisable .
  • Ownership alignment: Low absolute share ownership; while RS grants provide some alignment, lack of meaningful personal stake may be viewed as neutral to weak alignment by some investors .

SAY-ON-PAY & SHAREHOLDER FEEDBACK

  • Company notes shareholder approval supported executive compensation decisions; specific percentages not disclosed in proxy .