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James D. Young

Executive Vice President, General Counsel and Secretary at Smart Sand
Executive

About James D. Young

Executive Vice President, General Counsel and Secretary of Smart Sand, Inc. since June 2017; age 45 as of April 14, 2025 . Previously a partner at Fox Rothschild LLP for 13 years and Smart Sand’s outside general counsel; J.D. (Rutgers University School of Law) and B.A. in History and Political Science (University of Toronto) . Company performance context: FY2024 CEO pay-versus-performance table shows TSR value of an initial $100 rising to $126 in 2024 (from $108 in 2023 and $101 in 2022) alongside FY2024 net income of $2.992 million; FY2023 net income was $4.649 million . Most recent quarter: Q3 2025 revenue $92.8 million, net income $3.0 million, cash from operations $18.2 million, Adjusted EBITDA $13.6 million, and free cash flow $14.8 million .

Past Roles

OrganizationRoleYearsStrategic Impact
Fox Rothschild LLPPartner~2004–2017Led legal counsel for Smart Sand before joining; deep industry and corporate legal continuity .
Smart Sand, Inc.Outside General Counsel (pre-2017)Prior to Jun-2017Enabled seamless transition into in-house leadership; institutional knowledge .

External Roles

OrganizationRoleYearsStrategic Impact
None disclosed .

Fixed Compensation

Note: James D. Young is not a Named Executive Officer (NEO); his detailed pay elements are disclosed within “Employment of Certain Family Members” in proxies.

Metric (USD)FY 2022FY 2023FY 2024
Cash compensation (incl. 401k/HSA/allowances; timing notes as disclosed)$414,960 $607,651 $560,893
Equity compensation (grant-date fair value)$269,332 $269,332 $400,001

Observations:

  • Equity awards are granted under the Amended and Restated 2016 Omnibus Incentive Plan; awards for executives are structured as restricted stock, typically with service-based and performance-based tranches (company-level description) .
  • Perquisites and benefits for executives include 401(k) matching under a standard plan (100% of first 3% and 50% of 3–5%)—company-level policy disclosure; individual perquisite detail for James not itemized beyond inclusion in cash totals .

Performance Compensation

  • Company discloses NEO annual bonus metrics (CEO: 100% target of base; other NEOs: 50% target), but does not specifically disclose James D. Young’s individual target, metrics, or payouts; accordingly, specific metric weightings, targets, actuals, and payouts for James are not disclosed .
  • For context only (NEO program, not James-specific):
    • FY2024 bonuses keyed to net free cash flow; payments reflected exceeding the target benchmark .
    • FY2023 bonuses keyed to Adjusted EBITDA, sales volumes, total production costs/ton, and free cash flow; payments reflected exceeding production-cost target and free cash flow stretch, and above base (below target) for Adjusted EBITDA and sales volumes .

Because James is not an NEO, Smart Sand does not provide his personal bonus framework or performance vesting outcomes. No individual weighting/target/actual/payout table is disclosed for him .

Equity Ownership & Alignment

Ownership MetricAs of Apr 17, 2023As of Apr 15, 2024As of Apr 14, 2025
Shares beneficially owned329,726 465,284 596,175
Percent of class<1% 1.1% 1.4%
Shares remaining subject to vesting288,964; 143,392 performance-based 368,794; 175,820 performance-based Not specified in footnote excerpt for 2025; table shows total beneficial shares only
Pledging/HedgingProhibited for employees, officers, directors (no margin accounts/pledging; hedging banned)

Interpretation:

  • Ownership increased meaningfully from 2023 to 2025; presence of sizable unvested shares in 2023–2024 indicates retention alignment via ongoing vesting .
  • Company-wide prohibition on hedging and pledging reduces misalignment/credit risk red flags .

Employment Terms

  • Current role: Executive Vice President, General Counsel and Secretary; appointed June 2017 .
  • Family relationships: Brother of CEO Charles E. Young and COO William John Young (disclosed and governed under related-person procedures) .
  • Related-person oversight: Board policy requires quarterly review/approval/ratification of related-person transactions; aims for arm’s-length comparability where applicable .
  • Severance/change-of-control terms: Not individually disclosed for James. Company describes restricted stock change-of-control treatment for NEOs (performance deemed at target; time-based vesting accelerates upon termination without Cause or for Good Reason within 18 months), but this is explicitly stated only for NEOs—not extended to James in disclosures .

Past Roles

OrganizationRoleYearsStrategic Impact
Smart Sand, Inc.EVP, General Counsel & Secretary2017–presentLegal and governance leadership; corporate secretary duties, stockholder communications channel .

External Roles

OrganizationRoleYearsStrategic Impact
None disclosed .

Compensation Structure Analysis

ElementFY 2022FY 2023FY 2024Commentary
Cash vs. Equity MixCash $414,960; Equity $269,332 Cash $607,651; Equity $269,332 Cash $560,893; Equity $400,001 Equity rose in 2024, suggesting increased long-term incentive emphasis; cash elevated in 2023 then normalized in 2024 .
Award Type TrendsRestricted stock (company-level plan design) Restricted stock (company-level plan design) Restricted stock (company-level plan design) Company shifted away from options; 2024 equity program for executives consisted solely of restricted stock (no options) .
Ownership Growth329,726 → 465,284 → 596,175 shares Indicates rising alignment and potential retention via unvested shares .

Risk Indicators & Red Flags

  • Hedging/pledging prohibited; mitigates alignment concerns related to collateral pledges or hedging strategies .
  • Section 16(a) reporting: FY2024—no delinquent reports for officers/directors/principal stockholders; FY2025—one delinquent Form 4 by Christopher Green (not James); FY2023—Clearlake late on one Form 4, not James .
  • Related party employment disclosed and governed by policy; Board reviews related-person transactions at least quarterly .
  • No disclosures of legal proceedings, SEC investigations, tax gross-ups, option repricing, or shareholder proposal concerns related to James .

Governance & Committee Context (Company-level)

  • Compensation committee uses independent consultant (Meridian); reviews executive/board compensation and equity program design .
  • Stockholder communications are routed through the Secretary (James D. Young), indicating centrality in governance workflows .

Performance Context (Recent)

MetricPeriodValue
RevenueQ3 2025$92.8 million
Net IncomeQ3 2025$3.0 million
Cash from OperationsQ3 2025$18.2 million
Adjusted EBITDAQ3 2025$13.6 million
Free Cash FlowQ3 2025$14.8 million
Segment RevenueQ3 2025Sand $91.643m; SmartSystems $1.137m

Investment Implications

  • Alignment: Rising beneficial ownership and substantial unvested shares in 2023–2024 indicate strong retention incentives; company-level ban on pledging/hedging removes key misalignment risks .
  • Disclosure gap: As a non-NEO, James’s specific bonus metrics/targets and change-of-control/severance economics are not disclosed, limiting precision in pay-for-performance and downside protection analysis .
  • Stability signal: No insider reporting issues tied to James; governance role as Secretary centralizes stockholder communications, reinforcing compliance culture .
  • Company fundamentals: Improving TSR values and recent quarter profitability and cash generation provide constructive backdrop for equity-based incentives to motivate sustained execution .