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David DeMilia

President, Tompkins Community Bank Hudson Valley at TOMPKINS FINANCIAL
Executive

About David DeMilia

David M. DeMilia is Executive Vice President and President of Tompkins Community Bank Hudson Valley (appointed June 2021), having joined Tompkins in April 2008; age 49 as of February 28, 2025 . 2024 Company performance metrics tied to his incentives were strong: Core EPS $5.01 vs. $4.70 target; Core Revenue/Share $20.97 vs. $20.71; Core PPNR/Share $7.15 vs. $6.69, driving 100% corporate achievement and a $112,800 short‑term incentive payout for DeMilia . Pay‑versus‑performance disclosures show 2024 TSR value of $88.20 on $100 initial investment, Net Income $70.85 million, and ROAE 10.33% .

Past Roles

OrganizationRoleYearsStrategic Impact
Tompkins Mahopac BankRegional Vice President (Commercial banking, Westchester County)2008–2014 Built commercial relationships in Westchester and grew lending portfolio .
Tompkins Mahopac BankSenior Vice President2014–2018 Senior leadership responsibility over commercial banking activities .
Tompkins Community Bank Hudson ValleySenior Commercial Loan OfficerOct 2018–Jun 2021 Led HV market commercial credit origination and portfolio management .
Tompkins Community Bank Hudson ValleyPresidentJun 2021–present Oversees Tompkins’ Hudson Valley operations, strategy, revenue and deposit growth .

External Roles

No public company directorships or external roles disclosed for DeMilia .

Fixed Compensation

Component2024 ValueNotes
Base Salary (Jan 2024)$317,700 Merit budget 3%; salary review in Q2 .
Base Salary (May 2024)$328,800 (3.49% increase) Effective May 2024 .
Target Short‑Term Incentive35% of base salary 60% corporate / 40% individual weighting .
Perquisites$4,447 vehicle use; $9,975 club dues; $1,081 life insurance premium Limited perquisites policy .
Retirement Contributions (Company)401(k) match $6,497; 2% employer $6,497; ESOP $6,497; discretionary 401(k) $21,563; DC SERP $52,608 DC SERP equals 16% of base rate; vesting rules below .

Performance Compensation

Short‑Term Incentive (2024 performance paid Feb 2025)

MetricWeightTargetActualComponent AchievementPayout Impact
Corporate: Core EPS (diluted)60% of STI$4.70 $5.01 100% corporate achievement Contributes full weight to payout .
Corporate: Core Revenue/Share60% of STI$20.71 $20.97 100% corporate achievement Contributes full weight to payout .
Corporate: Core PPNR/Share60% of STI$6.69 $7.15 100% corporate achievement Contributes full weight to payout .
Individual Goals40% of STIPre‑set FY24 goals Assessed 95% 95% individual achievement Partial credit to payout .
Actual STI Paid$112,800

Notes: Corporate metrics were equally weighted within the corporate component; “Core” metrics exclude securities gains/losses and restructuring costs .

Long‑Term Equity Awards (Granted Nov 12, 2024)

Award TypeQuantityVesting / PerformanceMeasurement Window
Performance‑based RSUs (Target)805 Vest at target if avg ROAE ≥ FRB Peer Group 50th percentile; max if avg ROAE ≥ peer and Core EPS grows 10% on average FY2025–FY2027 .
Performance‑based RSUs (Max)1,208 As above FY2025–FY2027 .
Time‑based Restricted Stock805 0% year 1; 25% vesting in years 2–5 5‑year schedule .

Retirement eligibility provisions: if an NEO retires meeting eligibility, performance RSUs remain eligible subject to a 3‑year non‑compete; Committee may adjust for non‑recurring items (policy detail) .

Equity Ownership & Alignment

Beneficial Ownership (as of Mar 17, 2025)

CategorySharesNotes
Total Beneficially Owned8,386 <1% of class .
ESOP/401(k)2,199 Plan holdings .
Restricted Stock (unvested)3,334 Time‑based awards outstanding .
Options/SSARs exercisable ≤60 days255 Grant 11/09/2016; exercisable .

Outstanding Equity Awards (12/31/2024)

AwardQuantityMarket/Terms
Unvested Restricted Stock (time‑based)3,334$226,145 market value at $67.83 close 12/31/2024 .
Performance Awards (uneared/unvested)2,695$182,802 market/payout value .
Exercisable SSARs255Grant 11/09/2016; exercise price $76.90; expires 11/09/2026 .

Alignment policies: Executives are prohibited from hedging and from pledging more than the lesser of 1,000 shares or 20% of their beneficially owned equity; directors have minimum share ownership guidelines (executive ownership guidelines not disclosed) .

Employment Terms

TermDetail
Employment AgreementCompany does not maintain employment contracts or a severance plan covering NEOs; severance/change‑in‑control economics flow through SERP/DC SERP and equity plans .
DC SERP (Defined Contribution)Company contributes 16% of base rate annually; 2024 Company contribution $52,608; aggregated DC SERP account balance $53,457 (registrant contributions $51,372; 2024 earnings $2,085) .
DC SERP Vesting100% vested at age 65; partial at age 63; qualifying disability/death provisions; 7‑installment payout at retirement; change‑in‑control (CIC) deems service to age 65 and 100% vesting .
CIC Cash ContinuationAnnual “Other Benefits” (base pay + average bonus/profit sharing + welfare benefits) $442,874 per year for 3 years, with age‑based reductions starting at 61 .
Equity on CICIf awards not assumed in CIC: immediate full vesting; performance awards deemed at target; cashout possible; double‑trigger vesting if terminated without cause or resigns for good reason within 24 months post‑CIC .
ClawbackAmended & Restated Clawback Policy to recover incentive‑based compensation upon material restatements; award agreements permit alteration/reduction upon certain conduct .
Non‑Compete/Restrictive CovenantsPerformance RSU retirement eligibility contingent on 3‑year non‑competition; accelerated vesting retirement program requires restrictive covenants including non‑solicitation .
Insider Trading / Hedging/PledgingInsider trading policy in place; hedging prohibited and pledging limited (see Alignment policies) .

Performance & Track Record

PeriodCompany Performance Indicators
2024TSR value $88.20 from $100 base; Net Income $70,850k; ROAE 10.33% .
Incentive Metrics (2024)Core EPS $5.01 vs. $4.70 target; Core Revenue/Share $20.97 vs. $20.71; Core PPNR/Share $7.15 vs. $6.69 .
Say‑on‑Pay2024 advisory approval 96.69%; program revised to include pre‑set STI goals .

Compensation Peer Group & Benchmarking

UseDetail
Executive pay benchmarking2024 peer group (Aon consultant) includes 24 banks (Northeast/Mid‑Atlantic; $5–$13B assets); no formal percentile target policy .
Performance RSU benchmarkingFRB BHCPR Peer Group 2 ROAE percentile used for 2025–2027 awards .

Risk Indicators & Red Flags

  • Hedging banned; pledging limited—reduces misalignment risk .
  • No standalone employment contract or broad severance plan; retention primarily via DC SERP cliff vesting and ongoing equity grants—CIC double‑trigger protections apply .
  • Committee may adjust performance metrics for non‑recurring items (policy applied in CEO prior award evaluation); governance oversight disclosed .

Investment Implications

  • Strong pay‑for‑performance linkage: 2024 STI fully tied to Core EPS/Revenue/PPNR and individual goals; DeMilia’s 100% corporate/95% individual achievement produced a $112.8k payout, signaling operational execution in HV within Company targets .
  • Retention risk mitigated by 16% DC SERP contributions with vesting cliffs and multi‑year equity vesting (0/25/25/25/25); however, 100% vesting at CIC and three‑year cash continuation could elevate selling pressure if strategic changes occur .
  • Alignment safeguards (clawback, hedging/pledging prohibitions, double‑trigger CIC equity vesting) reduce governance risk and discourage short‑termism; ownership at <1% limits personal liquidity pressure but also modest “skin‑in‑the‑game” optics .
  • Hudson Valley leadership continuity since 2021, combined with quantified 2024 corporate over‑achievement on Core metrics, supports confidence in regional execution; monitor future ROAE vs. FRB peer group and Core EPS trajectory to gauge PSUs realization and potential insider selling windows as time‑based tranches vest .