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Julie A. Fairchild

Chief Accounting Officer at SOUTHERN FIRST BANCSHARES
Executive

About Julie A. Fairchild

Julie A. Fairchild, age 50, is Chief Accounting Officer and Principal Accounting Officer of Southern First Bancshares, Inc. (SFST) and Southern First Bank, appointed in October 2024; she joined the Bank in 2005 after serving as an audit manager at Elliott Davis LLC, and holds a BS in Accounting from Bob Jones University; she is a licensed CPA in South Carolina . Company performance tied to executive compensation highlights for 2024 include net income of $15.5 million (+15.7% YoY), loans $3.6 billion (+0.8% YoY), deposits $3.4 billion (+1.7% YoY), and book value per share up 4.0% to $40.47 . Pay-versus-performance disclosures show 2024 SFST total shareholder return (TSR) at 112.45 (value of $100 invested since 12/31/2020) and tangible book value growth of 4.76% in 2024; the Company identifies tangible book value, cumulative net charge-offs, and TSR as the most important performance measures used to link NEO pay and performance .

Past Roles

OrganizationRoleYearsStrategic Impact
Southern First BankVarious roles culminating in EVP, Accounting & Finance prior to CAO2005–Oct 2024Progressed through accounting/finance leadership prior to appointment as CAO
Elliott Davis LLCAudit ManagerPre-2005Public audit experience relevant to financial reporting and controls

External Roles

OrganizationRoleYearsStrategic Impact
No external directorships disclosed in Company filings for Ms. Fairchild

Fixed Compensation

Metric20232024
Base Salary (Set)$180,000 $185,000
Salary (Paid; Summary Compensation Table)$188,000

Performance Compensation

Annual Cash Bonus and Metrics

MetricDesignTargetActual (2024)PayoutVesting
Annual BonusDiscretionary, based on Company strategic measures (subjective evaluation by Compensation Committee) Not disclosed Company assessed against measures including net income, deposit growth, loan growth, charge-offs, non-performing assets, net interest margin, talent acquisition, compliance $40,000 (paid Jan 2025 for 2024 performance) Cash; paid following year

Equity Awards (2024 Grants)

Grant DateInstrumentSharesGrant-Date FMVVestingNotes
Jan 16, 2024Restricted Stock500$18,555 [FMV at $37.11/share] Ratable over 4 years 2020 Equity Incentive Plan
Oct 14, 2024Restricted Stock1,000$35,720 [FMV at $35.72/share] Ratable over 4 years 2020 Equity Incentive Plan
Total 2024 Stock Awards (SCT)Restricted Stock$54,275 Ms. Fairchild not subject to 2024 long-term performance equity plan used for certain NEOs

Outstanding Awards at FY 2024

CategoryDetails
Unvested RSAs/RSUs2,125 shares; market value $84,469 at 12/31/2024
Options (Exercisable)1,500 @ $23.00 (exp. 1/19/2026); 1,500 @ $35.65 (exp. 1/17/2027); 1,000 @ $42.80 (exp. 1/16/2028); 1,000 @ $32.32 (exp. 1/15/2029); 1,000 @ $42.72 (exp. 1/21/2030)
Options (Unexercisable)1,125 exercisable and 375 unexercisable from grant 1/19/2031; unvested options vest in four equal annual increments
2024 Exercises1,500 shares exercised; value realized $42,120

Equity Ownership & Alignment

Ownership MetricValue
Shares Owned (Direct/Indirect)5,840
Options – Right to Acquire within 60 Days7,125
Ownership as % of Shares Outstanding0.16% (based on 8,169,163 shares outstanding)
Unvested Equity (RSAs/RSUs)2,125 shares; market value $84,469
Pledging/HedgingCompany prohibits short sales and hedging; pledging discouraged and requires preclearance
Stock Ownership GuidelinesBoard has not implemented formal ownership guidelines for directors/NEOs

Employment Terms

TermKey Provisions
Employment AgreementNone; Ms. Fairchild does not have an employment agreement with the Company
Salary Continuation Agreement (SERP)Annual supplemental retirement benefit $50,000 (15-year term); present value carried $105,326 at 12/31/2024; credited service 11 years
Early Termination/Non-Compete (SERP)Early termination benefits forfeited if, within one year after early termination, executive competes (including employment/consulting) with a depository institution within 30 miles of any Bank office
Potential Payments upon Termination (12/31/2024 basis)Termination w/o cause: $105,326 (SERP) + $84,581 (acceleration/continuation of equity) = $189,907; Good reason or w/o cause after change in control: same totals ($189,907)
ClawbackIncentive Compensation Recovery Policy effective Nov 21, 2023 (recovers erroneously awarded incentive-based comp for “Big R” and “little r” restatements)
Insider TradingPreclearance required for directors/executives; applies to Company and third-party MNPI

Compensation Structure Context (Company-Level)

PracticeDetail
PhilosophyPay-for-performance; mix of base, annual incentives, equity; emphasis on long-term alignment and prudent risk-taking
Short-Term Incentive DesignCommittee’s evaluation is more subjective than objective; not based on specific financial targets for NEOs; uses broad measures (net income, growth metrics, credit quality, NIM, talent, compliance)
Long-Term Incentive (2024 NEOs)Equity awards for certain NEOs tied to 3-year cumulative tangible book value growth, cumulative net charge-offs, and TSR with “star” achievements; RS awards vest over four years; Ms. Fairchild was not subject to this plan for 2024
GovernanceNo tax gross-ups; double-trigger CoC severance for executives with employment agreements; no repricing of options; annual say-on-pay
Say-on-Pay73.7% approval at 2024 annual meeting

Investment Implications

  • Alignment and retention: Fairchild has 2,125 unvested restricted shares vesting ratably over four years and 375 unvested options from a 2031 grant, creating ongoing retention hooks; hedging is prohibited and pledging discouraged, reducing misalignment risk .
  • Limited guaranteed cash exposure: No employment agreement; potential termination benefits primarily from SERP present value ($105,326) and equity acceleration ($84,581), limiting cash severance risk and change-of-control cash obligations relative to CEO/CFO .
  • Pay-for-performance calibration: Her bonus is determined under a subjective committee framework referencing Company strategic metrics without disclosed targets/weights, and her 2024 equity awards were service-based RS grants—she was not in the 3-year performance equity program—indicating moderate direct payout linkage to quantified targets for her role in 2024 .
  • Ownership signal: Beneficial ownership at 0.16% with 7,125 options exercisable within 60 days; combined with RSU vesting, this offers some alignment but not a controlling or outsized position; no pledging disclosed .
  • Governance and clawback: Robust clawback and insider trading controls mitigate misconduct and accounting restatement risks—critical for a principal accounting officer—supporting confidence in financial reporting quality .