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Brian McLeod

Director at River Financial
Board

About Brian McLeod

Independent director at River Financial Corporation (RVRF); age 55 as of the 2025 proxy, serving on the board since 2019 following River’s acquisition of Trinity Bank . Background includes 30+ years as Vice President of Finance & Operations and director at The National Security Group, Inc.; currently a partner at Brunson, Wilkerson, Bowden & Associates, P.C. (CPA firm). Holds a B.S. from Troy University and M.S. degrees from the College for Financial Planning and Florida State University; professional designations: Certified Public Accountant (CPA) and Chartered Global Management Accountant (CGMA) . RVRF’s 10-K affirms his independence (all directors except CEO Stubbs and President Smith are independent) .

Past Roles

OrganizationRoleTenureCommittees/Impact
The National Security Group, Inc.Vice President of Finance & Operations; Director“over 30 years”Senior finance/operator experience, board-level oversight
Trinity BankFounding DirectorPre-2019 through River mergerFounding governance experience; board integration via merger

External Roles

OrganizationRoleTenureNotes
Brunson, Wilkerson, Bowden & Associates, P.C.Partner (CPA)CurrentWiregrass region CPA practice
Wiregrass United Way Board of TrusteesBoard ChairmanNot disclosedCommunity leadership
Coffee County Board of EducationBoard ChairmanNot disclosedLocal governance
Coffee County Habitat for HumanityDirectorNot disclosedNon-profit governance
Elba Lions ClubMemberNot disclosedCivic engagement

Board Governance

  • Independence: McLeod is an independent director; only CEO (Stubbs) and President (Smith) are non-independent .
  • Board structure: RVRF board is nine directors; chair role separated from CEO, which the board views as enhancing oversight .
  • Committees: Audit/Compliance Committee members (RB&T bank-level) listed as Lynn Carter, W. Murray Neighbors, David Smith, David Thrasher, and Charles Moore III; McLeod not named. The board relies on this committee to satisfy FDIC Part 363 duties; Neighbors designated “financial expert” .
  • Attendance: No director-specific attendance rates disclosed in the 2025/2024 proxies reviewed .
  • Executive sessions/lead independent director: Not disclosed in filings cited .

Fixed Compensation

MetricFY 2024
Fees earned or paid in cash ($)$22,000
Stock awards ($)N/A (no stock awards taken)
Total ($)$22,000
NotesDirectors can elect to receive all/part of fees in Company stock; stock awards (when elected) vest immediately; $8,800 of cash compensation was paid by River Financial Corporation with the remainder paid by River Bank & Trust; totals include committee work .

Performance Compensation

  • Director equity choices: A director fee plan (adopted in 2019) allows directors to take fees in stock; these awards vest immediately and are valued per ASC 718 when granted .
  • Performance linkage: No performance-based elements apply to director pay in FY 2024; equity grants to directors under the 2025 Incentive Plan are permitted but not disclosed for McLeod .
  • 2025 Incentive Plan scope (context for future awards): Authorizes options, SARs, restricted stock, RSUs, and performance awards for employees, officers, and directors; up to 500,000 shares; individual cap 40,000 shares/year; Compensation Committee administers and may set performance goals (e.g., net income, ROAE/ROAA, NIM, TSR, efficiency ratio) for covered employees under Code §162(m) .

Other Directorships & Interlocks

CompanyTypeRolePotential Interlock/Conflict
The National Security Group, Inc.InsuranceDirector (prior role)No related-party transactions disclosed with RVRF .
Trinity BankBankFounding DirectorMerged into River; governance integration; no conflicts disclosed .

Expertise & Qualifications

  • Finance and operations executive with long-tenured insurance industry experience; CPA/CGMA credentials signal accounting, controls, and financial reporting expertise .
  • Advanced education (MS degrees) in finance-related fields supports audit/risk literacy, though he is not listed as the audit committee “financial expert” (Neighbors holds that designation) .

Equity Ownership

MetricFY 2023FY 2024FY 2025
Shares beneficially owned13,492 16,492 16,492
% of shares outstanding0.20% 0.22% 0.21%
NotesIndividual footnotes on options/RS grants apply to other executives; McLeod’s line shows straightforward ownership. Group ownership: directors/executives as a whole owned 12.73% in 2025 .

Governance Assessment

  • Strengths
    • Demonstrated governance and finance background (CPA/CGMA; long operational tenure), consistent with board risk oversight needs .
    • Independent status; board separation of Chair/CEO reinforces oversight; presence of audit committee with designated financial expert .
    • Ownership alignment: non-trivial personal stake (16,492 shares; ~0.21%); director fee plan allows stock elections, supporting alignment culture .
  • Gaps/Unknowns
    • Committee assignments for McLeod not disclosed; not named on audit committee in 10-K; unclear engagement across compensation/nominating committees .
    • Meeting attendance metrics and director-specific engagement data not disclosed in proxies reviewed .
    • Ownership guidelines, pledging/hedging policies, and say-on-pay outcomes not found in cited filings .
  • Risk/RED FLAGS
    • None identified specific to McLeod in filings reviewed (no related-party transactions, tax gross-ups, or option repricing disclosed for directors). Note: 2025 Plan contains standard change-of-control vesting acceleration provisions; while common, they warrant monitoring for potential windfalls if director awards are later used—no director grants disclosed for McLeod to date .

Monitoring items for investors: clarity on McLeod’s committee assignments and attendance; any director equity elections under the 2025 Plan; updates on beneficial ownership changes.

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