Cameron Tkach
RMBLAbout Cameron Tkach
Executive Vice President and Chief Operating Officer at RumbleOn since January 13, 2025; age 34 with 15+ years of powersports operating experience from RideNow and RumbleOn, ascending through inventory, retail operations, and dealership roles . Context on company performance: FY2024 revenue was $1,209.2 million and Adjusted EBITDA was $32.9 million; the company’s TSR “$100 investment” metric ended at $13.08 for 2024 (vs. $21.42 in 2022 and $19.61 in 2023), underscoring the turnaround imperative as Tkach entered the COO role in 2025 .
Company performance snapshot
| Metric | FY 2022 | FY 2023 | FY 2024 |
|---|---|---|---|
| TSR – $100 investment value | $21.42 | $19.61 | $13.08 |
| Revenue ($USD Millions) | — | $1,366.4 | $1,209.2 |
| Adjusted EBITDA ($USD Millions) | — | $37.4 | $32.9 |
Past Roles
| Organization | Role | Years | Strategic Impact |
|---|---|---|---|
| RumbleOn | Executive Vice President & COO | 2025–present | Operational leadership to optimize inventory, retail execution, and cash generation |
| RumbleOn | Vice President, Dealership Operations | Pre-2025 (prior to COO appointment) | Optimized retail performance through business strategy and customer focus |
| RideNow (acquired by RumbleOn Aug 2021) | Vice President of Pre-Owned Inventory | Apr 2024–Jun 2024 | Managed national pre-owned inventory strategy to improve turn and mix |
| RideNow | Director of Pre-Owned Inventory | Dec 2023–Apr 2024 | Advanced pre-owned vehicle sourcing and pricing |
| RideNow | Director of National Retail Operations | Nov 2022–Dec 2023 | Led retail operations standardization and performance |
| RideNow | Director of Special Projects | Mar 2022–Nov 2022 | Executed targeted operational initiatives |
| RideNow | Executive Team Leader | Jan 2019–Mar 2022 | Multi-store operational leadership and process improvement |
| RideNow | Sales, Finance, General Manager, Operations Director | Prior years | Broad dealership P&L and operational experience |
External Roles
- No public company directorships or external board roles disclosed for Cameron Tkach .
Fixed Compensation
| Component | Detail | Notes |
|---|---|---|
| Base Salary | $425,000 | Per executed employment agreement upon COO appointment |
| Target Annual Bonus % | 85% of base salary | Performance-based annual bonus opportunity |
| One-time Cash Bonus | $25,000 | Paid upon appointment |
Performance Compensation
| Incentive Type | Target Size | Grant Structure | Performance Metrics | Vesting |
|---|---|---|---|---|
| Annual Equity Grant (from 2025) | 85% of base salary | Mix of time-based RSUs and performance-based RSUs | Specific metrics for Tkach’s award not disclosed; under the Plan, metrics may include stock price targets, EBITDA, revenue, EPS, TSR, ROIC and other value-creation goals | Not disclosed (company-level plan permits time-based and performance-based vesting; award agreements govern specifics) |
Notes
- The company’s plan allows diverse performance goals including stock price thresholds and EBITDA/TSR-based outcomes; several 2024 NEO awards used share-price hurdles ($12/$17/$22) but Cameron’s specific award metrics/vesting terms were not disclosed .
Equity Ownership & Alignment
| Ownership Measure | Amount | % of Class B Outstanding |
|---|---|---|
| Beneficial Ownership (Class B) | 51,184 shares | <1% (“*”) |
| Shares with sole voting/dispositive power (Class B) | 48,911 shares | — |
- No pledging or voting trust arrangements noted for Cameron; company states no pledging arrangements expected to result in changes in control .
- Insider Trading Policy is in place; however, the company has not adopted a policy prohibiting hedging or short selling—this is a governance risk flag for alignment .
- Directors and executive officers as a group hold 55.7% of Class B voting power, implying high insider influence over outcomes; Cameron’s father, Mark Tkach, is a director and significant shareholder (linkage relevant for alignment and governance context) .
Employment Terms
| Term | Detail |
|---|---|
| Appointment Date | January 13, 2025 |
| Title | Executive Vice President & Chief Operating Officer |
| Employment Agreement | Executed; sets base salary, sign-on bonus, bonus target, and annual equity grant terms summarized above |
| Severance / Change-of-Control | Not disclosed for Cameron; company plan permits discretionary acceleration/settlement upon change-in-control at the Committee’s discretion |
| Clawback Policy | Adopted for mandatory recovery in connection with material restatements or non-compliance with financial reporting requirements per SEC/Nasdaq standards |
| Insider Trading Policy | Adopted and filed; governs trading by insiders |
| Hedging Policy | Company has not adopted a prohibition on hedging/short selling of company securities |
| Related Party Context | Immediate family relationship with director/major holder Mark Tkach disclosed; Samantha Tkach (spouse) is an employee; Cameron has no interest in Mark Tkach related party transactions per disclosure |
Investment Implications
- Compensation-risk balance: Cash pay is modest relative to role; incentive structure is predominantly equity-linked (85% of salary target), suggesting pay-for-performance alignment, but the absence of disclosed, award-specific performance metrics/vesting for Cameron limits precision in modeling payout sensitivity and potential forced selling pressure around vesting dates .
- Alignment and governance: Direct beneficial ownership is small (<1%), but insider control is high (group at 55.7% of Class B); hedging not prohibited—both factors warrant caution when assessing long-term alignment with minority shareholders .
- Retention and transition risk: Rapid leadership transitions (CEO turnover, legal and finance officer departures in 2025) heighten execution risk; Cameron’s deep operational background may stabilize dealership operations amid inventory discipline and cash generation focus, but KPIs and equity award terms should be monitored once disclosed .
- Trading signals: Company-level performance and capital structure actions (rights offering, convertible note repayment, inventory/floor plan reduction) improved liquidity and free cash flow into early 2025; monitor future proxy/8-K filings for Cameron’s Form 4 activity, detailed equity award metrics, and any new hedging/ownership guideline policies that could materially affect insider selling pressure and alignment .