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Mark A. Franklin

Chief Lending Officer at FIRST FINANCIAL CORP /IN/
Executive

About Mark A. Franklin

Mark A. Franklin (age 46) is Chief Lending Officer of First Financial Corporation and First Financial Bank, serving since February 2022; he joined the Bank in January 2020 after a decade as a Region President at German American Bank (Feb 2009–Dec 2019). He holds a B.S. from the University of Southern Indiana and an M.A. from Ball State University, is a graduate of the ABA Stonier Graduate School of Banking, and has a Credit Risk Certification through the Risk Management Association . Company performance in 2024 included net income of $47.3 million (EPS $4.00), ROAA of 0.92%, and completion of the SimplyBank acquisition; Franklin’s 2024 scorecard showed disciplined loan growth and asset quality with non-performing loans at 0.40% vs 0.80% target and overall STIP score of 98.40% .

Past Roles

OrganizationRoleYearsStrategic Impact
First Financial Bank / CorporationSenior Commercial Lending Executive (Indianapolis Region)Jan 2020–Feb 2022Not disclosed
German American BankRegion PresidentFeb 2009–Dec 2019Not disclosed

External Roles

No external board or public company roles disclosed for Franklin .

Fixed Compensation

Item (2024)AmountNotes
Base Salary$296,928 Adjusted +4.00% YoY
Target Bonus % (STIP)35% Applied to base
Target Bonus $$103,925 Based on 35% target
Actual STIP Paid$102,261 Based on 98.40% score
Life Insurance Premiums$1,100 Bank-sponsored program
ESOP Allocation$10,350 2024 ESOP allocation
2005 EDC (Registrant Contribution)$1,850 Nonqualified defined contribution
2005 EDC Aggregate Balance$5,238 As of YE 2024

Performance Compensation

Short-Term Incentive Plan (STIP) – 2024 Scorecard and Payout

MetricTargetActualAchievementWeightScore Contribution
Bank Net Income ($000)62,343 57,403 92.08% 40% 36.83%
Efficiency Ratio64.13% 64.72% 99.09% 20% 19.82%
Non-Performing Loans0.80% 0.40% 200.00% 2.5% 5.00%
Delinquency1.00% 0.81% 123.46% 2.5% 3.09%
Department Controllable ($000)68,966 69,105 100.20% 10% 10.02%
Total Loan Growth11.47% 11.46% 99.95% 15% 14.99%
Net Charge-Offs / Loans0.25% 0.33% 75.76% 5% 3.79%
Total Loan NIM3.30% 3.21% 97.27% 5% 4.86%
Overall Score98.40%
STIP Target $$103,925
STIP Earned $$102,261

Key design features: threshold payout at 80% of target; maximum 120% for NEOs; Committee approved adjustments excluding SimplyBank purchase accounting impacts for net income/efficiency and department controllable results .

Long-Term Incentive Plan (LTIP) – Performance Period 2022–2024 (Granted Feb 2025)

MetricTargetResultAchievementWeightScore Contribution
Return on Assets (Bank/Corp)1.16% 1.24% 106.90% 20% 21.38%
Return on Equity (Bank/Corp)12.35% 13.40% 108.50% 15% 16.28%
Tangible Book Value$31.39 $35.73 113.83% 30% 34.15%
EPS$4.81 $3.98 82.74% 35% 28.96%
Overall Score100.76%
LTIP Target (40% of base)$118,771
LTIP Awarded$119,677
Vesting3-year graded (Dec 31 of grant year + next 2 years)

Options: The Corporation historically does not grant stock options; LTIP awards are performance-based restricted stock .

Recent Equity Grants (Prior-Year Performance; Grants in 2024)

Grant DateSharesGrant-Date PriceGrant-Date Fair ValueVesting
Feb 6, 20243,240 $37.45 $121,363 Three equal installments on Dec 31, 2024, 2025, 2026

Equity Ownership & Alignment

ItemAmount / Details
Total Beneficial Ownership8,745 shares; includes 661 ESOP shares
Restricted Shares Outstanding5,467 shares (issued under 2011 EIP; vest over 3 years)
Unvested Restricted Stock (YE 2024)3,023 shares; market value $139,632 at $46.19/share
Shares Outstanding (Record Date)11,853,489 shares (Feb 28, 2025)
Ownership % of Outstanding~0.074% (8,745 / 11,853,489)
Stock Ownership GuidelinesExecutives must own ≥$150,000 in stock; Franklin currently meets guidelines
Hedging/PledgingProhibited for executives and directors (anti-hedging and anti-pledging)
Upcoming VestingRemaining tranches scheduled for Dec 31, 2025 and Dec 31, 2026

Insider selling pressure: Near-term supply limited to scheduled vesting of ~3,023 shares through 2026; pledging and hedging are prohibited, reducing forced selling risk .

Employment Terms

TermDetail
Agreement EffectiveJuly 1, 2024; 24-month term; extendable in 1-year increments
Base Salary (2024)$296,928
Restrictive CovenantsNon-compete and non-solicitation for 1 year post-termination; confidentiality
Severance (No CIC)Cash equal to salary+target bonus+benefits through term; table shows $661,992 incremental severance
Severance (CIC; Double Trigger)2.0× (salary + target bonus + certain benefits); $880,904 incremental severance
Equity TreatmentRestricted stock vests in full upon termination without cause or resignation for good reason; no automatic acceleration on CIC without termination (double trigger)
Equity Value on Termination (Unvested)2011 EIP acceleration value $139,632 on both non-CIC and CIC termination scenarios
ClawbackExecutive compensation clawback policy compliant with Nasdaq/SEC; 3-year lookback on restatements
Tax Gross-UpsNo excise tax gross-ups; 280G best-net or cutback applies

Compensation Structure Analysis

  • Pay mix emphasizes performance-based variable compensation; NEOs average ~45.4% variable at target (CEO 58.3%) .
  • STIP and LTIP include objective financial metrics with thresholds (80%) and caps (STIP max 120% for NEOs; LTIP max 125% for NEOs); equity awards are performance-based with multi-year vesting (retention) .
  • Committee made targeted adjustments to remove purchase accounting and one-time items (e.g., SimplyBank) to isolate operating performance—transparent but increases potential payout sensitivity; Franklin’s STIP still closely tracks targets (overall 98.40%) .

Related Party Transactions and Governance Signals

  • Anti-hedging/pledging and insider trading policies enforced; clawback policy implemented; no option repricing; no excise tax gross-ups in employment agreements .
  • 2024 say-on-pay support ~94% signals shareholder alignment with compensation program design .

Compensation Peer Group (Benchmarking)

Peer Companies
1st Source Corporation; City Holding Co.; CNB Financial Corp.; Community Trust Bancorp, Inc.; First Busey Corporation; First Mid Bancshares, Inc.; German American Bancorp Inc.; Great Southern Bancorp Inc.; Horizon Bancorp; Independent Bank Corporation; Lakeland Financial Corp.; Macatawa Bank Corporation; MidWest One Financial Group, Inc.; Peoples Bancorp, Inc.

Performance & Track Record

  • Corporate: Net income $47.3M (EPS $4.00), ROAA 0.92%; pre-tax, pre-provision income $73.4M; completed SimplyBank acquisition adding 13 branches and expanding into East Tennessee and Georgia .
  • Franklin’s 2024 execution: Loan growth essentially at target (11.46% vs 11.47%) with favorable non-performing loans (0.40% vs 0.80% target) and overall STIP score of 98.40% .
  • Pay-versus-performance: 2024 TSR value of initial $100 investment rose to $118; peer group $122 .

Investment Implications

  • Alignment: Strong pay-for-performance architecture; Franklin’s incentives directly tied to loan growth, efficiency, ROA/ROE, and TBV, with clawback and stock ownership requirements reinforcing alignment .
  • Retention: Double-trigger CIC severance (2×) and multi-year equity vesting support retention; no pledging or hedging reduces misalignment risk .
  • Trading signals: Limited near-term selling pressure from ~3,023 unvested shares vesting through 2026; absence of options removes overhang risk; say-on-pay support (~94%) suggests investors accept current comp design .
  • Execution risk: Loan growth at target with low NPLs is positive; watch net charge-offs/loans (0.33% vs 0.25% target) and loan NIM (3.21% vs 3.30% target) for margin/credit trends into 2025 .