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William A. Maner, IV

Director at SOUTHERN FIRST BANCSHARES
Board

About William A. Maner, IV

Independent director of Southern First Bancshares, Inc. since 2021; age 62. Background spans public accounting (Arthur Andersen, CPA), investment banking (Morgan Stanley), fund management (founding partner of Edge Capital, 2006–2018; Advisory Director since 2018), and corporate finance (CFO of early-stage Internet company ExGov); MBA from University of Virginia Darden (1990) and Commerce degree from Washington & Lee (1985). He is based in Atlanta and serves on the Board of the Atlanta Youth Project, aligning with SFST’s Atlanta market presence .

Past Roles

OrganizationRoleTenureCommittees/Impact
Arthur AndersenCertified Public AccountantNot disclosedAccounting and audit discipline
Morgan StanleyInvestment BankerNot disclosedCapital markets expertise
ExGov (early-stage Internet company)Chief Financial OfficerNot disclosedOperating finance, early-stage scaling
Edge Capital (Atlanta)Founding Partner; Advisory Director2006–2018 (Partner); Advisory since 2018Investment management, capital allocation

External Roles

OrganizationRoleTenureCommittees/Impact
Edge CapitalAdvisory DirectorSince 2018Investment oversight
Lazear Capital Partners (ESOP M&A)Advisory DirectorSince 2020ESOP transaction advisory
Atlanta Youth Project (non-profit)Board DirectorCurrentCommunity engagement

Board Governance

  • Independence: Determined independent under NASDAQ listing standards; SFST board majority independent and all audit, compensation, nominating committees are independent .
  • Committee assignments: Member, Risk Committee (oversight of enterprise risk); Member, Compensation Committee (exec pay design/oversight). He is not a chair of any committee .
  • Meeting cadence and attendance: Board met 9 times in 2024; Risk 4; Compensation 2. All directors attended at least 75% of aggregate board and committee meetings; all directors attended the 2024 annual meeting .
  • Board leadership: Independent chairman (James B. Orders, III); CEO/Chair roles separated, supporting independent oversight .
  • Cyber/insider controls: Preclearance requirement for insiders, prohibitions on hedging and short sales; pledging discouraged and requires preclearance .

Fixed Compensation

ComponentAmountNotes
Annual cash earned (2024)$48,000Non-employee director compensation for 2024
Monthly retainer$2,500Paid to all non-employee directors
Per meeting fee$1,200Board and committee meeting attendance
Chair premium$500 per meetingPaid only to chairs; Maner is not a chair

Performance Compensation

  • Non-employee directors received no equity, option, or performance-based compensation for 2024; compensation comprised cash retainer and meeting fees .
  • Clawback policy applies to erroneously awarded incentive-based compensation (executive context); adopted Nov 21, 2023 .

Other Directorships & Interlocks

  • Other public company boards: None disclosed for Maner .
  • Compensation Committee interlocks: Committee members (including Maner) had no relationships requiring disclosure under Item 404; no cross-company compensation committee interlocks disclosed .

Expertise & Qualifications

  • Financial services and capital markets experience (CPA, investment banking, fund management), strategy and corporate finance; ties to Atlanta, a key SFST market .
  • Participates in Compensation and Risk oversight, aligning with expertise in capital allocation and risk .

Equity Ownership

MeasureValueDate/Source
Beneficial ownership (shares)2,000As of Mar 15, 2025; no rights to acquire within 60 days disclosed
Ownership (% of outstanding)0.02%Based on 8,169,163 shares outstanding
Hedging/Pledging policyHedging prohibited; pledging discouraged and requires preclearanceCompany-wide insider trading policy

Recent insider transactions (Form 4):

Transaction DateTypeSharesPricePost-Transaction HoldingsSEC Filing
2025-05-14Open market Purchase (P)700$36.152,700https://www.sec.gov/Archives/edgar/data/1090009/000109000925000012/0001090009-25-000012-index.htm
2025-06-01Award/Grant (A)485$0.002,485https://www.sec.gov/Archives/edgar/data/1090009/000109000925000025/0001090009-25-000025-index.htm

Notes:

  • The proxy beneficial ownership table reflects holdings as of March 15, 2025; subsequent Form 4 filings indicate changes during May–June 2025 .

Governance Assessment

  • Positives:
    • Independent director with finance and capital markets expertise seated on Compensation and Risk committees—positions of influence over pay design, risk appetite, and controls .
    • Strong attendance and engagement standards met; board structured with independent chair and clear risk oversight (Audit and Risk committees) .
    • Robust insider trading controls (preclearance, hedging ban), discourages pledging—alignment-enhancing .
  • Potential flags:
    • No formal stock ownership guidelines for directors or NEOs, though board asserts alignment; some investors view absence of guidelines as a governance gap .
    • Director cash-only compensation in 2024 may limit direct equity alignment for non-employee directors; however, Maner reported a subsequent stock award in 2025 via Form 4 (outside the 2024 period) .
    • Related-party exposure appears limited for Maner; broader board-related party items include a lease with another director (Cothran), but audit processes and market terms are disclosed, and recusal required .

Investor takeaway: Maner’s finance background and service on Compensation and Risk committees support board effectiveness in pay-risk alignment. Ongoing monitoring of director equity alignment (post-2024 awards) and formalization of ownership guidelines would further strengthen investor confidence .