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Anthony Cosentino

Executive Vice President and Chief Financial Officer at SB FINANCIAL GROUP
Executive

About Anthony Cosentino

Executive Vice President and Chief Financial Officer of SB Financial Group and State Bank since March 2010; age 63 as of February 21, 2025 . He holds a BS in Accounting from Miami University (1983) and an MBA in Finance from The Ohio State University (1989); he is a Certified Public Accountant . Company cumulative TSR (value of $100 initial investment) improved to 135 in 2024 from 92 in 2023, while net income was $11.5 million in 2024 vs. $12.1 million in 2023 .

Past Roles

OrganizationRoleYearsStrategic Impact
Fifth Third Bank (Northeastern Ohio)Chief Financial OfficerAug 1994 – May 2006Led finance for regional subsidiary; oversight of reporting and planning
AmTrust Financial CorporationVice President, Financial Planning & AnalysisJun 2006 – Dec 2009Directed FP&A for multi-year period including planning cycles

External Roles

OrganizationRoleYearsNotes
None disclosed in SBFG filingsNo public company board roles reported for Cosentino in executive officer disclosures

Fixed Compensation

ItemFY 2022FY 2023FY 2024
Base Salary (Summary Compensation Table)$236,538 $249,606 $258,059
Target Bonus % (Non-Equity Incentive Plan)25.0% 25.0% 25.0%
Actual Bonus Paid ($)$71,319 $20,931 $37,867
Actual Bonus as % of Salary28.1% 8.39% 14.87%

Performance Compensation

MetricWeightingThresholdTargetMaximumActual 2024 ResultCash Reward ($)
Return on Assets (%)15% 0.86 0.92 1.00 0.84 $0
Diluted EPS ($)10% 1.65 1.79 1.90 1.72 $4,775
Efficiency Ratio (%)20% 73.25 71.50 69.75 75.33 $0
Non-performing Asset Ratio (peer-based)15% 70% 75% 85% 48% $0
Charge-offs & Loss on Assets (peer-based)10% 60% 65% 75% 62% $9,864
Return on Tangible Common Equity (%)10% 10.0 12.50 14.0 11.34 $4,890
Common Stock Price vs. BKX (%)20% 75 100 125 111 $18,338
Total$37,867

Equity Ownership & Alignment

Beneficial Ownership (as of Feb 21, 2025)SharesNotes
Total Common Shares53,205 Includes 439 ESOP shares
Ownership GuidelinesMinimum 10,000 shares; all executives in compliance Compliance status: Met
Hedging/PledgingHedging prohibited (no margin, puts/calls; trading only in open windows with preclearance). Pledging not disclosed Insider Trading Policy administered with pre-clearance process
Unvested Restricted Shares at 12/31/2024Number of Shares Not VestedVest DateMarket Value ($)
Grant (a)2,275 Feb 5, 2025 $47,570
Grant (b)1,525 Feb 5, 2026 $31,888
Grant (c)775 Feb 5, 2027 $16,205
Grant (d)430 Feb 5, 2028 $8,991
Valuation BasisClosing price $20.91 on 12/31/2024
Recent Equity Grants (Long-Term Plan)Year EarnedShares GrantedGrant Date Fair Value per ShareVesting
2024 performance (granted Feb 3, 2025)2024 920 Not yet reflected (will appear in 2026 proxy) 4-year ratable (25% annually)
2023 performance (granted Feb 3, 2024)2023 1,720 $15.71 4-year ratable (25% annually)
2022 performance (granted 2023)2022 1,380 $16.52 4-year ratable (25% annually)

Employment Terms

Change-of-Control Agreement (A&R COC)Key Terms
Salary multiple2.0× Annual Direct Salary (Cosentino)
COBRA + life/disability continuation24× monthly premiums lump sum
TriggerTermination by company (other than for Cause) within 6 months before or 24 months after a change of control, or resignation for Good Reason in that window (double trigger)
Non-compete / Non-solicit2 years post-termination; confidentiality obligations
Rolling term36-month rolling, auto-extends annually (subject to COC window)
SERP (Amended SERP Agreement)Key Terms
Full retirement benefit15% of Annual Direct Salary, paid over 180 months (15 years) starting after retirement at age 65 (unless adjusted)
Change-of-control termination15% of Annual Direct Salary (higher of change-of-control date or termination date), paid over 180 months
Early retirement10% if terminate age 60–65; 15% at age 65; paid over 180 months
Disability benefitAmortized payout based on accrual balance over 15 years
Split-dollar life insuranceBeneficiaries entitled to up to $649,790 death benefit prior to separation; option to purchase policy post-termination at cash surrender value
Potential Payments (as of 12/31/2024)Amount ($)
Lump-sum COC payment$523,392
COBRA continuation (COC)$68,422
Group term life insurance (death scenario)$523,392
Value of stock (all scenarios shown)$93,050
SERP (varies by scenario)$588,817 (COC) / $392,544 (early retirement) / $542,262 (disability)
Split-dollar (BOLI) death benefit$649,790
Totals (scenario)$1,273,680 (COC) / $1,266,232 (death) / $485,594 (early retirement) / $635,311 (disability)
Clawback & Trading PoliciesSummary
Clawback policyAdopted to comply with SEC Rule 10D-1 and Nasdaq Rule 5608; recoupment of erroneously awarded incentive compensation for restatements covering the prior 3 completed fiscal years
Insider trading policyPre-clearance process; trading only during open windows; anti-hedging prohibits margin/puts/calls; short-term trading discouraged

Performance & Track Record

MetricFY 2022FY 2023FY 2024
Revenues ($)$16,952,000*$17,771,000 $16,976,000
Net Income ($)$12,521,000 $12,095,000 $11,470,000

Values retrieved from S&P Global*.

Cumulative TSR (value of initial $100 investment)202220232024
Company TSR87 92 135

Say-on-Pay & Shareholder Feedback

YearSay-on-Pay Approval (%)
202399.19% (incl. abstentions; excluding broker non-votes)
202495.09% (incl. abstentions; excluding broker non-votes)

Investment Implications

  • Compensation alignment: Annual incentive weightings tie to ROA, EPS, efficiency, credit quality, ROTCE, and stock performance vs BKX; 2024 payout at 14.87% of salary reflects mixed operating results (EPS met target while ROA/efficiency missed), supporting pay-for-performance discipline .
  • Retention risk: Robust double-trigger COC (2.0× salary plus benefits) and SERP (15% of peak salary over 15 years) materially enhance retention; four-year ratable vesting on equity extends time-based hold .
  • Trading signals: Unvested restricted shares vest annually each February (2025–2028); upcoming vest tranches are modest (e.g., 2,275 + 1,525 + 775 + 430 unvested at 12/31/2024), limiting selling pressure absent 10b5‑1 activity; anti-hedging and windowed trading further reduce risk of opportunistic sales .
  • Ownership alignment: Beneficial ownership of 53,205 shares and compliance with 10,000-share guideline indicate skin-in-the-game; no pledging disclosed, hedging prohibited .
  • Execution risk: 2024 net income declined yoy ($11.5m vs $12.1m), with efficiency ratio above target, suggesting margin and cost discipline remain focal areas for CFO; equity incentives increased in 2024 to align with peer practices, potentially improving long-term alignment .

Note: We attempted to fetch Form 4 insider trading data for Anthony V. Cosentino over the last 24 months, but the insider-trades API returned unauthorized; recommend monitoring Form 4 filings for 10b5‑1 plan disclosures and sale/exercise patterns.