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David Vielehr

President, LoadPay at Triumph Financial
Executive

About David Vielehr

David Vielehr is President of LoadPay, Triumph Financial’s digital banking platform for the trucking industry; he joined Triumph in 2024 to help bring LoadPay to market and was named President on March 25, 2025 . He holds an MBA from Northwestern University’s Kellogg School of Management and a BA from the University of Colorado, and previously led fintech and product roles at C.H. Robinson, Target, and InComm Payments . During 2024, Triumph’s Payments segment revenue rose 35% year-over-year to $56.7 million and Q4 EBITDA margin improved to 8.6% (from 0.3% in Q4 2023), while the company’s cumulative 5‑year TSR reached 239%—performance context for LoadPay’s launch and scaling under Vielehr’s remit .

Past Roles

OrganizationRoleYearsStrategic Impact
Triumph FinancialSenior Vice President, LoadPay2024–Mar 2025Led launch ramp of the LoadPay product targeting instant payments for carriers
C.H. RobinsonVice President, Product2020–2024Led financial products, fraud strategy, and carrier marketing for largest U.S. freight broker
TargetVice President, Financial Products & RedCard2017–2019Revamped cardholder acquisition aligned to digital‑first strategy
InComm PaymentsVice President & General Manager2013–2017Drove product growth in prepaid/transactions across partners

External Roles

OrganizationRoleYearsStrategic Impact
Not disclosedNo public directorships or external board roles disclosed in SEC filings or company materials .

Fixed Compensation

  • Not disclosed for David Vielehr in the latest proxy or 8‑K filings .
  • Company executive compensation framework (context): 2024 NEO base salaries were unchanged; 2025 base salaries for NEOs remained at prior levels (CEO $725k; CFO $400k; COO $500k; TriumphPay President $425k; TBK Bank President $400k) .

Performance Compensation

  • Annual Incentive Program (AIP) metrics used for NEOs (company context likely relevant to LoadPay oversight in Payments): five goals at 20% weighting each—Invoice Price Adjusted EPS, Banking Segment Pre‑Tax Net Income, Payments Segment Q4 EBITDA margin, Factoring Segment Invoice Aging, and Individual/Business Unit Objectives; payout ranges 0–150% per metric with ±30% committee discretion .
Performance MeasureWeightingThresholdTargetStretchActualEarned %
Invoice Price Adjusted EPS (2024)20%$0.94 $1.38 $1.82 $0.61 0%
Banking Segment Pre‑Tax Net Income ($mm)20%$105.0 $130.0 $155.0 $114.5 69%
Payments Segment Q4 2024 EBITDA Margin %20%5% 10% 9% 136%
Factoring Segment Invoice Aging (≤45 days)20%96% 96% 97% 96.2% 120%
Individual & Business Unit Objectives20%50% 100% 150% 100% 100%
  • Long‑Term Incentive Program (LTIP) structure (NEO framework): 50% performance‑based RSUs tied to relative TSR vs banking and fintech peer groups, with an absolute TSR modifier; 25% time‑vested RSUs; 25% nonqualified stock options .
LTIP ComponentVesting / Payout ConditionsKey Parameters
Performance RSUs (50%)3‑yr performance; relative TSR vs bank peer group and Russell 3000 Data Processing & Outsourced Services; absolute TSR modifier; cap at 100% of target if negative absolute TSR; 8x value capRelative TSR vesting: 25th pct=50%, 50th pct=100%, 75th pct=150%, ≥90th pct=175% ; Absolute TSR modifier scales 30–100%→100–200%
RSUs (25%)Time‑vested25% per year over 4 years
Stock Options (25%)Time‑vested; strike at grant‑date close25% per year over 4 years; exercise price equals NASDAQ close on grant date
Grant CadenceAnnual grantsGenerally May 1 for employees/executives; directors Feb 1/Jul 1; no MNPI timing

Equity Ownership & Alignment

  • Beneficial Ownership: David Vielehr is not listed among beneficial owners or executive officers in the February 24, 2025 security ownership table; individual shareholdings for him are not disclosed .
  • Stock Ownership Guidelines: CEO 3× base salary; other executive officers 1.5× base salary; directors 5× annual cash retainer; compliance expected within 5 years of appointment .
  • Hedging/Pledging: Company prohibits hedging and short sales; pledging restricted and excluded from guideline compliance unless pre‑approved with demonstrable repayment capacity .
Alignment PolicyRequirement / Status
Stock Ownership GuidelinesCEO 3× salary; executives 1.5× salary; directors 5× retainer; compliance tracked
Hedging/Short SalesProhibited for directors/executives
PledgingRestricted; not counted toward guidelines; pre‑approval required

Employment Terms

  • Executive Employment Agreements (NEO framework; David’s specific agreement not disclosed): one‑year terms auto‑renew; non‑compete and non‑solicit covenants for 1 year post‑termination; clawback policy compliant with SEC/Nasdaq rules .
  • Severance Economics (NEO framework): Qualifying termination—CEO 1.5× base salary; other NEOs 1.0× base; healthcare continuation 18 months (CEO) / 12 months (others). With double‑trigger change‑in‑control within 24 months—CEO 3.0× (base + trailing 3‑yr average bonus), others 2.0×; healthcare continuation 36 months (CEO) / 24 months (others); 280G “better net” cutback applies .
ProvisionNEO Standard Terms
Term / Renewal1‑year; auto‑renew; extended to ≥2 years if CIC occurs
Severance (no CIC)CEO 1.5× base; others 1.0× base; healthcare 18/12 months
Severance (double‑trigger CIC)CEO 3.0× (base + 3‑yr avg bonus); others 2.0×; healthcare 36/24 months
Restrictive CovenantsConfidentiality (perpetual); non‑compete/non‑solicit 1 year
ClawbackSection 10D/Nasdaq‑compliant compensation recovery policy

Performance & Company Context

Metric20202021202220232024
Triumph Annual TSR (%)27.70 145.27 (58.96) 64.07 13.34
Payments Segment20232024
Revenue ($mm)42.3 56.7
Total Payment Volume ($bn)21.5 27.8
Total Invoice Volume (mm)19.5 24.8
Network Transactions Volume ($bn)1.8 4.2
Payments ProfitabilityQ4 2023Q4 2024
EBITDA Margin (%)0.3 8.6

Risk Indicators & Red Flags

  • Governance/Trading Policies: Strict insider trading windows and pre‑approval; anti‑hedging/pledging—reduces misalignment/pressure to sell .
  • Ownership Disclosures: No personal beneficial ownership reported for Vielehr as of Feb 24, 2025—limits visibility into direct equity alignment; company guidelines still apply .
  • Compensation Structure: Performance‑weighted AIP includes Payments EBITDA margin and LoadPay launch qualifier—signals alignment of cash bonuses with segment execution milestones .

Expertise & Qualifications

  • Education: MBA (Kellogg School of Management); BA (University of Colorado) .
  • Industry Experience: Fintech/product leadership in freight brokerage (C.H. Robinson), retail payments (Target, InComm); growth/marketing in carrier platforms (Xpress Technologies) .
  • Current Leadership: Listed as President, LoadPay on Triumph’s leadership page .

Compensation Committee & Peer Benchmarking (Company Context)

  • Committee: Independent Compensation Committee with Meridian Compensation Partners as advisor; NEO pay targeted to market median with heavier equity emphasis given fintech peer dynamics .
  • Peer Groups: Banking (19 institutions with assets $3.7–$13.0bn) and fintech peers with revenues $38–$664mm; relative/absolute TSR used in LTIP .

Investment Implications

  • Alignment: Cash incentives tied to Payments EBITDA margin and LoadPay launch milestones align Vielehr’s operational execution with near‑term value drivers; 2024 achieved Q4 margin improvement and successful LoadPay launch qualifier suggests continuity in incentive design for payments leadership .
  • Retention & Upside: Company LTIP focuses on TSR‑based PSUs, time‑vested RSUs, and options; although Vielehr’s individual awards are not disclosed, the framework promotes retention and ties upside to stock performance .
  • Ownership Visibility: Absence of disclosed personal share ownership limits direct “skin‑in‑the‑game” analysis; monitor future proxies/Forms 4 for grants and holdings, and any pledging exceptions (company policies restrict pledging/hedging) .
  • Execution Signals: Watch for LoadPay adoption, Payments margin trajectory, and network density metrics (payment volume, network transactions) as leading indicators under Vielehr’s leadership; the segment delivered 35% revenue growth and margin expansion in 2024—continued momentum would support pay‑for‑performance alignment .