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Vinay Bassi

Chief Financial Officer at TruBridge
Executive

About Vinay Bassi

Vinay Bassi, age 54, is Chief Financial Officer, Secretary and Treasurer of TruBridge, appointed January 1, 2024; prior roles include CFO of Nielsen’s Audience Measurement division (since 2016), corporate development at Avaya (2004–2016), and earlier roles at PwC, Standard & Poor’s, and Citigroup . Company performance during his first year included Total Revenue of $339.166 million, Adjusted EBITDA of $53.667 million, and Adjusted Operating Cash Flows of $36.522 million tied to the annual incentive plan; company TSR for 2024 (value of $100 investment) was $75.57 versus peer group $111.80 .

Past Roles

OrganizationRoleYearsStrategic Impact
Nielsen Holdings plcCFO, Audience Measurement divisionSince 2016; ended upon appointment to TruBridge on Jan 1, 2024 (implied) Division finance leadership
Avaya Inc.Corporate Development2004–2016 Corporate development
PricewaterhouseCoopers LLPAuditorNot disclosed Audit experience
Standard & Poor’sFinance/Corporate rolesNot disclosed Not disclosed
CitigroupFinance/Corporate rolesNot disclosed Not disclosed

Note: Nielsen tenure is disclosed “since 2016”; end date is implied by TruBridge appointment on Jan 1, 2024 .

External Roles

No public company directorships or external board roles are disclosed in the executive officer bios for Vinay Bassi .

Fixed Compensation

YearBase Salary ($)Target Bonus (%)Target Bonus ($)Actual Cash Bonus Paid ($)Sign-on / Retention Cash ($)
2024500,000 45% 225,000 234,000 450,000 one-time sign-on bonus (repayment obligation lapsed after 1 year)
  • No perquisites are provided; executives participate in broad-based benefits (401(k) match up to $2,000 in 2024) .

Performance Compensation

Annual Cash Incentive – Design and 2024 Outcomes

MetricWeighting2024 Target2024 ActualPayout Contribution (% of target)
Adjusted EBITDA30% $51.187M $53.667M 40%
Total Revenue30% $353.038M $339.166M 0%
Adjusted Operating Cash Flows20% $28.759M $36.522M 40%
Individual Goals (CFO specific objectives)20% Committee-set goals Achieved within 75–120% range across NEOs15–24% range based on discretion
  • 2024 payout outcomes for NEOs ranged from 95% to 104% of target; Bassi’s actual cash bonus exceeded target ($234,000 vs $225,000) .

Long-Term Incentives (Grants on March 15, 2024)

Award TypeMetricThresholdTargetMaximumShares/Units GrantedGrant Date Fair Value ($)Vesting / Performance Conditions
Performance Share Awards (PSAs)3-year cumulative Adjusted Operating Cash Flows (2024–2026) 50% of target at 87% of goal 100% at 100% of goal 200% at ≥118% of goal 49,352 target shares 523,131 TSR modifier ±15% vs Russell 2000; cap at 200% of target
Time-based Restricted Stock (RSUs)Service-based32,901 shares 329,997 Vests one-third on each of the first three anniversaries of grant, commencing March 15, 2025

Equity Ownership & Alignment

ItemDetail
Total Beneficial Ownership32,901 shares; reported as unvested restricted stock under the 2019 Plan; “less than 1%” of outstanding shares (14,891,379)
Vested vs UnvestedUnvested RSUs: 32,901 at 12/31/2024; RSU market value $648,808; PSAs target 49,352 with payout value reference $973,221; no stock options outstanding
Ownership GuidelinesExecutives must hold stock valued at 2x base salary; 100% net share retention until guidelines met; “Once Met, Always Met” compliance approach
Compliance StatusAll executive officers currently satisfy the stock ownership guidelines within applicable time frames
Hedging/PledgingProhibited; none of the Company’s directors or executive officers engage in pledging or hedging transactions
Repricing Safeguards2019 Plan prohibits option/SAR repricing or cash exchange of underwater options/SARs

Upcoming vesting cadence: RSUs vest one-third on March 15, 2025, March 15, 2026, and March 15, 2027, subject to continued executive employment .

Employment Terms

ScenarioCash Payments ($)Accelerated RSU Vesting ($)Accelerated PSAs Issuance ($)Total ($)
Termination by Company Without Cause (as of 12/31/2024)960,011 216,269 324,111 1,500,392
Death or Disability234,000 648,808 324,111 1,206,919
Change in Control (CIC) only
CIC + Termination Without Cause or for Good Reason (double trigger)1,322,511 648,808 973,221 2,944,540
  • Agreement framework: Executive Severance Agreement form (applies to each executive officer other than CEO) ; Offer of Employment dated Oct 18, 2023 and Cash Retention Agreement dated Nov 1, 2023 for Bassi (filed as exhibits) .
  • Clawback: Policy for recovery of erroneously awarded incentive compensation (three-year lookback) adopted in October 2023, applies to Section 16 officers including Bassi .
  • Restrictive covenants and conditions: Certain severance/accelerated benefits subject to forfeiture upon breach of restrictive covenants or failure to execute release .

Compensation Committee Analysis

Program Design and Governance

  • Program emphasizes base salary, annual performance-based cash bonuses, and long-term equity (performance shares and time-based restricted stock) .
  • Metrics definitions and rationale: Adjusted EBITDA and Total Revenue added in 2024; Adjusted Operating Cash Flows added to reflect emphasis on cash quality and capitalized software investment rigor .

Committee Composition and Independence

ItemDetail
Members (2024)Mark V. Anquillare (Chair), Jerry G. Canada, Christopher T. Hjelm, Amy K. O’Keefe; Glenn P. Tobin and Ms. Warren served portions of 2024
Meetings in 20247
IndependenceAll members qualify under Nasdaq and SEC heightened independence standards
ConsultantFW Cook; engaged solely by the Committee; no conflicts of interest identified
Risk ReviewCommittee concluded compensation programs are not reasonably likely to have a material adverse effect

Compensation Peer Group (used for 2024 pay actions)

Company NameTicker
Accolade, Inc.ACCD
American Software, Inc.AMSWA
CareMax, Inc.CMAX
CorVel CorporationCRVL
DLH Holdings Corp.DLHC
Health Catalyst, Inc.HCAT
Healthstream Inc.HSTM
Model N, Inc.MODN
National Research Corp.NRC
NextGen Healthcare, Inc.NXGN
Phreesia, Inc.PHR
PROS Holdings, Inc.PRO
RCM Technologies Inc.RCMT
Tabula Rasa HealthCare, Inc.TRHC

Say-on-Pay & Shareholder Feedback

  • Historical support: >92% FOR from 2015–2023; 84% FOR in 2024 (primarily due to one large stockholder voting against all management proposals except auditor ratification); Committee deemed program design appropriate for 2024–2025 .

Performance & Track Record (during Bassi’s tenure)

Metric2024 Outcome
Total Revenue$339.166 million
Adjusted EBITDA$53.667 million (incentive framework)
Adjusted Operating Cash Flows$36.522 million
Company TSR (value of $100 investment)$75.57; Peer Group TSR $111.80

Certifications indicate active CFO role in SEC reporting (10-K and 10-Q certifications signed by Bassi in March and November 2025) .

Additional Award Administration

  • Equity grant practices: Committee determines total share pool based on expense/EPS impact and shares available; no timing around material disclosures; time-based RSUs for retention, PSAs for long-term performance; TSR modifier ±15% vs Russell 2000 .
  • Securities authorized for issuance: As of 12/31/2024, 569,337 time-based restricted stock awards and 451,781 target PSAs outstanding; 463,169 shares remaining available (excluding outstanding awards); no options outstanding .

Investment Implications

  • Pay-for-performance alignment: Annual bonus tied to EBITDA, revenue, and operating cash flows produced near-target payouts, with Bassi’s bonus modestly above target, aligning incentives to cash quality and top-line performance .
  • Retention risk and selling pressure: RSUs vest over three years with first vest on March 15, 2025; monitor Form 4s around March 15 each year for potential selling pressure as tranches vest; hedging/pledging is prohibited, mitigating forced-selling and misaligned risk .
  • Change-in-control economics: Double-trigger CIC severance would total ~$2.94 million for Bassi, including cash, accelerated RSUs, and PSAs—material costs that align retention but create deal-contingent compensation outflows .
  • Ownership alignment: Bassi’s beneficial holdings reflect unvested RSUs and compliance with 2x salary ownership guidelines; no options and anti-repricing provisions reduce asymmetric upside risk-taking .
  • Governance quality: Independent committee with FW Cook support, strong stock ownership/retention requirements, formal clawback, and explicit prohibition of hedging/pledging collectively support a shareholder-aligned compensation framework .

Documents cited: 2025 DEF 14A (March 26, 2025), 2024 Form 10-K (March 17, 2025), 2025 Q3 Form 10-Q (November 7, 2025), and related exhibits/sections as referenced above.