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Julie M. Bradbury

Director at Smith Douglas Homes
Board

About Julie M. Bradbury

Age 50. Director since the company’s formation; previously a manager on Smith Douglas Holdings LLC’s board since 2016. Background: public accounting (PricewaterhouseCoopers, Ernst & Young) with specialization in international corporate tax; finance/controller roles at two high‑growth companies; currently Vice President at Bradbury Farms and director of the Bradbury Family Office. Education: B.S. in Business Administration and Accounting, Washington & Lee University. Independence: not independent under NYSE rules; family relationship—she is the daughter‑in‑law of Executive Chairman Thomas L. Bradbury and a beneficiary of the controlling Founder Fund. Attendance: met the ≥75% attendance threshold in 2024.

Past Roles

OrganizationRoleTenureCommittees / Impact
PricewaterhouseCoopersPublic accounting (international corporate tax)Not disclosedAccounting/tax specialization useful for board oversight
Ernst & YoungPublic accounting (international corporate tax)Not disclosedAccounting/tax specialization useful for board oversight
Early-stage growth companies (two)Finance and Controller rolesNot disclosedHelped scale into market leaders
Colony HomesDirector2001–2003Board experience in homebuilding prior cycle

External Roles

OrganizationRoleTenureNotes
Bradbury Farms (privately held sod producer)Vice PresidentCurrentOperational and financial management exposure
Bradbury Family OfficeDirectorCurrentOversees estate, investment, accounting, tax/strategic planning
Several non‑profitsDirectorCurrentCommunity governance exposure (organizations not named)

Board Governance

  • Committee assignments: Nominating & Corporate Governance Committee—Member; not on Audit or Compensation. Chairs: Audit—Neill B. Faucett; Compensation—Jeffrey T. Jackson; Nominating & Governance—Neil B. Wedewer. Lead Independent Director: Jeffrey T. Jackson.
  • Independence: Not independent under NYSE rules (Board determination). Company is a “controlled company” under NYSE rules (Founder Fund >50% voting power), and relies on controlled-company exemptions (e.g., committees not required to be fully independent).
  • Attendance: Board met 5 times in 2024; she attended at least 75% of Board/committee meetings; only Dr. Perdue missed 2/5. Executive sessions of non‑management directors are held regularly.
  • Anti‑hedging policy: Prohibits directors/officers/employees from using derivatives/hedges against company stock.

Fixed Compensation

Component2024 AmountNotes
Fees Earned or Paid in Cash ($)$75,000Actual 2024 cash fees paid
2024 Director Cash Program (post‑IPO)Annual retainer $70,000; Lead Independent +$25,000; Committee Chair +$15,000; Non‑Chair member +$5,000Program terms (applies to all non‑employee directors)
2025 Amended ProgramAnnual retainer $80,000Effective Jan 1, 2025

Performance Compensation

Equity AwardGrant ValueGrant DateShares/UnitsVestingNotes
IPO RSU (Director)$150,000Jan 16, 2024Not disclosed by directorVested in full on Jan 16, 2025Same $150k grant level as Mr. Jackson and Ms. Bradbury; value based on IPO price
Annual RSU (2024)~$100,000June 4, 2024Not disclosed by directorVests on earlier of June 4, 2025 or 2025 Annual MeetingTime‑based; annual meeting cycle catch‑up since no 2024 AGM
Unvested RSUs Outstanding (12/31/2024)11,077 unitsSubject to normal director award vestingAggregate unvested as of year‑end 2024

Performance metrics tied to director pay: none disclosed; RSUs are time‑based (no performance criteria).

Other Directorships & Interlocks

Company/OrganizationTypeRoleTenurePublic/Private
Colony HomesHomebuilderDirector2001–2003Private (at time)
Various non‑profitsNon‑profitDirectorCurrentNon‑profit
  • Current public company directorships: none disclosed.
  • Compensation committee interlocks: none reported by the company.

Expertise & Qualifications

  • Accounting/Tax: Former PwC and EY; specialization in international corporate tax.
  • Finance/Operations: Controller/finance roles scaling two high‑growth companies.
  • Family Office/Investment oversight: Director of Bradbury Family Office; oversight of investments, accounting, tax strategy.
  • Education: B.S. in Business Administration & Accounting, Washington & Lee University.

Equity Ownership

ItemAmountAs‑of DateNotes
Class A Shares Beneficially Owned7,143Apr 11, 2025Direct ownership
RSUs Vesting Within 60 Days3,934Apr 11, 2025Counted for beneficial ownership
Total Beneficial Ownership11,077 (<1%)Apr 11, 2025“*” indicates <1% per company table
Unvested RSUs Outstanding11,077Dec 31, 2024Year‑end balance
Hedging/PledgingHedging prohibited; pledging not disclosedPolicy date referencedInsider Trading/Anti‑hedging policy prohibits hedging; no pledging disclosure found

Insider filings: One Form 4 for Julie M. Bradbury was filed late in 2024 (one transaction).

Governance Assessment

  • Strengths: Deep accounting/tax and finance background; prior operating finance roles; meets attendance expectations; anti‑hedging protections in place; equity grants provide alignment via stock ownership; lead independent director structure present; N&CG committee has independent chair and majority independent membership.
  • Concerns/RED FLAGS:
    • Not independent; family relationship to Executive Chairman (daughter‑in‑law); beneficiary of controlling Founder Fund (88% voting power).
    • Controlled company exemptions used; committee independence not required—she serves on Nominating & Governance while not independent.
    • Related‑party ecosystem tied to Founder Fund: office lease payments ($0.4m in 2024), lot purchases from affiliate ($0.8m, Dec 2024), facilities/services payments ($0.4m in 2024), aircraft charter payments (~$0.1m in 2024). While permissible and disclosed, these create ongoing conflict‑of‑interest optics; Julie’s beneficiary status heightens perceived conflicts.
    • Tax Receivable Agreement (TRA): 85% of realized tax benefits paid to Continuing Equity Owners (Founder Fund and GSB Holdings); can be large, accelerated, and constrain liquidity—benefits accrue to controlling holders that include entities affiliated with her family; potential minority‑shareholder misalignment.
    • Compliance: One late Section 16 Form 4 filing in 2024 for Julie (administrative, but noted).

Overall implication for investors: Her technical finance/accounting background and board experience are positives, but lack of independence, family/beneficiary ties to control shareholder, controlled company exemptions, and recurring related‑party transactions/TRA structure introduce notable governance risk. Monitoring of committee processes (especially director nominations), related‑party deal terms, and continued board refreshment with independent directors is warranted.