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Laura D. Bellows

Director at Stellar Bancorp
Board

About Laura D. Bellows

Laura D. Bellows (age 67) was elected as an independent director of Stellar Bancorp, Inc. (NYSE: STEL) on May 21, 2025; she had not previously served on the Company’s board prior to this election . She is the majority controlling owner (since 2007), Chief Executive Officer and Chairman of the Board (since 2008) of W.S. Bellows Construction, a Houston-based general contractor, and holds a B.A. in Business Administration and Fine Arts from Vanderbilt University . The Board has affirmatively determined she qualifies as independent under NYSE and SEC rules .

Past Roles

OrganizationRoleTenureCommittees/Impact
W.S. Bellows ConstructionMajority controlling owner; CEO; Chairman2007–present (owner); CEO/Chair since 2008Leadership in risk management, operations, strategic planning aligned to board oversight needs
Greater Houston PartnershipBoard memberCommunity leadership; economic development insights
Rice University’s Baker Institute for Public PolicyBoard memberPolicy and governance perspective
American Heart AssociationBoard memberNon-profit governance
Rice Design AllianceBoard memberCivic and design community engagement

External Roles

OrganizationRoleTenureCommittees/Impact
DePelchin Children’s CenterBoard memberCurrentNon-profit governance
Houston Arts AllianceAdvisory CouncilCurrentCultural sector advisory
Center for Houston’s FutureTop-25 honoree in 2025 (from 1,400 alumni)2025Regional leadership recognition

Board Governance

  • Independence: The Board determined Ms. Bellows is independent under NYSE/SEC rules .
  • Director since: Elected May 21, 2025 (Class III term to 2028 annual meeting) .
  • Committee assignments: Not specified for Ms. Bellows in the 2025 proxy; standing committees are Audit, Compensation, Corporate Governance & Nominating, and Risk Oversight . Audit (Chair: William E. Wilson, Jr.; all members independent; each a financial expert) . Compensation (Chair: Fred S. Robertson; all members independent) . Corporate Governance & Nominating (Chair: Jon‑Al Duplantier; all members independent) . Risk Oversight (Chair: Frances H. Jeter) .
  • Board leadership: Executive Chairman (Steven F. Retzloff), CEO (Robert R. Franklin, Jr.), and Lead Independent Director (John Beckworth) structure; independent directors meet in executive session, with 4 executive sessions held in 2024 .
  • Attendance: In 2024, the Board met 5 times; all directors except one attended at least 75% of Board and applicable committee meetings; Ms. Bellows was not yet a director in 2024 .
  • Classified board: The Board proposed declassification; shareholders did not approve the Charter Amendment at the May 21, 2025 meeting (34,284,089 for; 670,633 against; two‑thirds required) .

Fixed Compensation

ComponentAmountNotes
Annual cash retainer$40,000Non‑employee directors
Lead Independent Director retainer$15,000Additional to cash retainer
Committee Chair feesAudit $10,000; Compensation $10,000; Corporate Governance & Nominating $7,500; Risk Oversight $10,000Annual
Committee Member feesAudit $7,500; Compensation $7,500; Corporate Governance & Nominating $5,000; Risk Oversight $7,500Annual
Meeting fees$750 per meetingBoard and all committees
Annual equity grant$60,000 target valueRestricted stock; directors received 2,660 shares on June 1, 2024, vesting May 1, 2025; annual awards typically coincide with the annual meeting and vest the following May 1

Director stock ownership guidelines: Directors must hold shares equal to 5× the annual cash retainer within 5 years; Post‑Vest Holding Policy requires executive officers to hold shares from 2025 grants for one year post‑vesting (directors are subject to ownership guidelines; holding policy described for executives) .

Performance Compensation

While directors receive time‑based restricted stock rather than performance‑conditioned equity, the Board oversees the Company’s pay‑for‑performance program for executives. 2024 annual cash incentive metrics and outcomes:

Metric (2024 AIP)WeightMinimum (0%)Target (100%)Maximum (150%)Actual Result
ROATCE50%7% 11.25%–12.25% 14.0% 12.00%
PTPP ROAA30%1.10% 1.40%–1.55% 1.75% 1.35%
NCO / Avg Loans (bps)20%35 25–20 5 9
  • 2024 AIP was paid at 102.33% of target based on these results .
  • Long‑term PSUs (2024 grants) vest based on 3‑year TSR relative to S&P U.S. SmallCap Bank Index peers: <20th percentile=0%; 45–55th=100%; ≥75th=200%; cliff vest after performance period .
  • Clawback: Executive Officer Compensation Recovery Policy effective Oct 2, 2023, recoups erroneously awarded incentive‑based compensation in case of restatement .

Other Directorships & Interlocks

  • No public company directorships for Ms. Bellows are disclosed in the 2025 proxy; her external roles are primarily non‑profit boards and advisory positions .
  • Related party transactions: The Company discloses ordinary‑course banking transactions with officers, directors and principal shareholders under fair, arms‑length terms and maintains a Related Person Transactions Policy with Audit Committee approval requirement; no Bellows‑specific related party transaction is disclosed .

Expertise & Qualifications

  • Leadership: CEO/chair experience running a multi‑sector construction firm, bringing risk management, operations, and strategic planning expertise relevant to bank board oversight .
  • Community/regional network: Extensive Houston civic and non‑profit board service, potentially enhancing stakeholder engagement and market insight .
  • Education: Vanderbilt University, B.A. in Business Administration and Fine Arts .

Equity Ownership

ItemDetail
Beneficial ownership (record date Mar 26, 2025)0 shares; <1% of outstanding
Initial Section 16 filingForm 3 (filed June 13, 2025; event May 21, 2025) reported “No securities are beneficially owned.”
Ownership guidelinesMust reach at least 5× cash retainer within 5 years
Pledging policyNo outright ban; prior notice required; pledging discouraged; management reports and monitors pledges; current board has pledged shares by certain other directors (not Bellows)

Fixed Compensation (Director Pay Reference – Current Board)

Director2024 Cash Fees2024 Stock AwardsOther (Dividends on vested RS)Total
Lead Independent Director (John Beckworth)$68,250 $60,000 $1,335 $129,585
Audit Chair (William E. Wilson, Jr.)$59,750 $60,000 $1,335 $121,085
Risk Oversight Chair (Frances H. Jeter)$65,250 $60,000 $1,335 $126,585

Note: Ms. Bellows was not a director in 2024; her 2025 compensation will follow the non‑employee director program described above .

Performance Compensation (Executive Reference – Company Program)

Executive2024 Salary2024 Stock Awards (Grant‑date FV)2024 AIP PaidTotal 2024 Compensation
CEO (Robert R. Franklin, Jr.)$785,000 $1,088,106 $763,151 $2,678,922

Board oversight: Independent Compensation Committee; independent consultant (Aon) engaged; ownership/holding requirements; clawback; risk assessment completed in Jan 2025 concluded plan not reasonably likely to have a material adverse effect .

Say‑on‑Pay & Shareholder Feedback

YearSay‑on‑Pay ForAgainstAbstentionsBroker Non‑Votes
202532,898,057 2,050,358 75,450 9,281,033
202432,890,811 1,205,118 348,209 9,264,244
  • Shareholder engagement: Reached out to 16 largest institutions; met with 7 (34% of outstanding shares); focus on governance (classified board, voting standards, ownership guidelines); compensation feedback generally positive; Board adopted ownership guidelines and a director resignation policy in February 2025 .

Related Party Transactions (Policy Overview)

  • Transactions with insiders are subject to Federal Reserve Act §§23A/23B and Regulation O; Company’s Related Person Transactions Policy requires Audit Committee approval and fairness assessment; no exceptional or unfavorable insider terms disclosed .

Governance Assessment

  • Strengths: Independent director; senior operating leadership; robust governance updates (stock ownership guidelines; director resignation policy; enhanced bylaw provisions for shareholder rights) support alignment and board accountability . Executive sessions held regularly and Lead Independent Director role enhances independent oversight .
  • Alignment: Director ownership guidelines (5× cash retainer; 5‑year window) and post‑vest holding policy (executives: 1‑year) strengthen long‑term orientation; clawback policy in place .
  • Watch items / RED FLAGS: The Board remains classified after shareholders did not approve declassification (heightens entrenchment risk) . Multiple directors (not Bellows) have pledged significant share blocks (e.g., Williams 608,000; Penland via Tram Road Partners LP 724,636; Vitulli 52,643; CFO Egge 23,032), which can pose forced‑sale risk under stress despite oversight protocols . Committee assignment specifics for Ms. Bellows have not yet been disclosed, leaving near‑term visibility on her committee contributions pending .

No Bellows‑specific related‑party transactions or equity holdings were reported as of her election and initial Form 3; ownership build is expected under the director guidelines .