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Spencer E. Goldenberg

Independent Director at Terra Property Trust
Board

About Spencer E. Goldenberg

Independent director of Terra Property Trust, Inc. (TPTA) since October 2022; age 42. He is a Florida-licensed CPA and currently CFO of Menin Hospitality, with prior roles in accounting and public policy; core credentials include audit committee leadership at another company and finance/operator experience in hospitality. Tenure on TPTA’s board: ~2.8 years as of mid‑2025; designated independent under NYSE standards.

Past Roles

OrganizationRoleTenureCommittees/Impact
Menin HospitalityChief Financial OfficerJun 2018–presentSenior finance/operator leadership
Menin HospitalityVP, Corporate DevelopmentJun 2015–Jun 2018Corporate development
Gerstle, Rosen & Goldenberg P.A.AccountantFeb 2008–Jun 2015CPA practice experience (FL license active)
Office of FL State Sen. Gwen MargolisLegislative AideOct 2005–Feb 2008Public policy exposure
Terra BDCDirector (prior)Prior to Oct 2022Board experience at affiliated BDC prior to merger

External Roles

OrganizationRoleTenureCommittees/Impact
Everstory PartnersIndependent Director; Audit Committee Chair; Trust & Compliance Committee member; formerly Compensation, Nominating & Governance memberDirector since Jun 2019; Audit member since Jun 2019; Audit Chair since Nov 2022; Trust & Compliance since Nov 2022; CNG Dec 2019–Nov 2022Audit leadership; multi-committee governance
Payless Holdings, LLCBoard of ManagersSince Jan 2023Oversight at private company
American Gilsonite CompanyIndependent Director (prior)Mar 2019–Feb 2020Prior public company board

Board Governance

  • Independence: Board determined Goldenberg is independent; TPTA’s only standing committee is the Audit Committee (AC); Goldenberg is an AC member (chair is Michael L. Evans; AC members are Beless, Evans, Goldenberg). The Board has no Lead Independent Director, and CEO also serves as Chair.
  • Committee assignments: Audit Committee member; AC met 5 times in 2024; Goldenberg is listed on the AC Report, evidencing engagement.
  • Attendance: Board met 5 times in 2024; each director attended at least 75% of Board meetings.
  • Board structure: Board size reduced to 5 seats post-2025 annual meeting; combined CEO/Chair; no lead independent director.
Governance Metric (FY2024 unless noted)Value
Board meetings5 (each director ≥75% attendance)
Audit Committee meetings5
Lead Independent DirectorNone
Committee memberships (Goldenberg)Audit Committee member

Fixed Compensation

Component (Non-Employee Director)2024 Amount (USD)Note
Annual base retainer$60,000Independent director base fee
Audit Committee member retainer$10,000Applies to non-chair AC members
Total – Spencer E. Goldenberg$70,000Matches director comp table for 2024

Historical reference: 2023 structure identical; Goldenberg total $70,000.

Performance Compensation

ElementStatusEvidence
Annual equity grant (RSUs/PSUs/DSUs)None disclosedNo equity compensation plan maintained as of 12/31/2024
Stock optionsNone disclosedNo equity compensation plan maintained as of 12/31/2024
Performance metrics tied to director payNone disclosedDirector pay described solely as cash retainers
Meeting feesNot disclosedProxy lists base and committee retainers; no per-meeting fees disclosed
Clawback specific to directorsNot disclosed(Company discloses insider trading/ethics policies; no director equity awards)

Other Directorships & Interlocks

CompanyRolePotential Interlock/Overlap
Everstory PartnersIndependent Director; Audit ChairUnrelated operating segment; no TPTA-related transaction disclosed
Payless Holdings, LLCBoard of ManagersPrivate company; no TPTA-related transaction disclosed
American Gilsonite Company (prior)Independent DirectorNo current interlock disclosed

No related-party transactions involving Goldenberg are disclosed; TPTA’s related-party transactions with its Manager were reviewed/approved by disinterested directors with interested directors recused.

Expertise & Qualifications

  • Financial expertise: Florida-licensed CPA; CFO of Menin Hospitality; extensive accounting experience.
  • Governance: Audit Committee Chair at Everstory Partners; multi-committee service (Trust & Compliance; prior CNG).
  • Industry/functional: Hospitality finance/operations; prior legislative/policy exposure.

Equity Ownership

HolderBeneficial Ownership (Shares)% of Outstanding
Spencer E. Goldenberg

Policy protections and alignment:

  • Insider Trading Policy prohibits short sales, options, hedging, monetization transactions, and pledging of company securities; pre-clearance required for trades by directors.

Shareholder Voting Support (2025 Annual Meeting)

DirectorVotes ForVotes WithheldBroker Non-Votes
Spencer E. Goldenberg11,644,607.924999,480.4870

(Note: All five nominees were elected; quorum 51.95% of outstanding shares represented.)

Governance Assessment

  • Positives

    • Independent director with strong financial background (CPA/CFO) and external Audit Committee chair experience, enhancing oversight quality on TPTA’s Audit Committee.
    • Demonstrated engagement via Audit Committee service and inclusion on the Audit Committee Report.
  • Concerns / RED FLAGS

    • No reported personal equity ownership in TPTA; absence of disclosed director stock ownership guidelines and lack of any director equity program limit alignment with common shareholders.
    • Board leadership concentration: CEO is also Chair and there is no Lead Independent Director, which may weaken independent oversight.
    • Externally managed structure with significant fees and a termination fee equal to 3× average annual fees/expense reimbursements (last 24 months) presents potential conflicts; independent directors oversee and approve related-party arrangements, but alignment risk remains structurally elevated.
  • Attendance and engagement

    • Board met five times in 2024; each director attended at least 75% of Board meetings (committee-level attendance not individually disclosed).
  • Say-on-pay and shareholder feedback

    • 2025 ballot included only director elections and auditor ratification; no say‑on‑pay proposal given external management model.