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Kenneth Thieneman

Director at VLDX
Board

About Kenneth Thieneman

Kenneth Thieneman (age 59) is Founder, President and Chief Executive Officer of Thieneman Construction, Inc. and was appointed to Velo3D’s Board on April 24, 2025; he serves as a Class II director with a term expiring at the 2026 annual meeting . He holds a B.S. in engineering and management from Purdue University and is co‑inventor of Algaewheel, a wastewater treatment technology with patents in twenty countries, where he serves as VP Operations .

Past Roles

OrganizationRoleTenureCommittees/Impact
Bowen EngineeringVice President1997–1999Industrial water/CCR construction leadership
AlgaewheelCo‑inventor; VP OperationsSince 2005Commercialization of algal wastewater technology (20-country patent footprint)

External Roles

OrganizationRoleTenureNotes
Thieneman Construction, Inc.Founder, President & CEOSince April 1999Self-performing environmental contractor focused on water/wastewater
Thieneman HomesFounderEstablished 2000Private company
Thieneman Properties, LLCFounder/Owner (30% interest)Established 2007Lending counterparty to Velo3D (see related-party section)

Board Governance

  • Independence: The Board determined three of five directors (Keppler, Krause, Lloyd) are independent; by implication Mr. Thieneman is not independent. All Board committees are composed of independent directors .
  • Committee assignments: None; he is not listed on Audit, Compensation, or Nominating & Governance committees .
  • Board leadership: CEO Arun Jeldi is Chair; Dr. Adrian Keppler is Lead Independent Director .
  • Tenure on Board: Appointed April 24, 2025; Class II term expires at 2026 annual meeting .
  • Attendance: 2024 attendance data (all directors ≥75%) predates his appointment; no individual attendance disclosed for him yet .

Committee assignment snapshot

CommitteeMemberChair
Audit
Compensation
Nominating & Governance

Fixed Compensation (Director)

ComponentAmountNotes
Annual Cash Retainer$50,000Paid monthly to non‑employee directors
Audit Committee Member$10,000Additional annual retainer
Audit Committee Chair$10,500In lieu of member retainer
Compensation Committee Member$6,000Additional annual retainer
Nominating & Governance Committee Member$5,000Additional annual retainer
  • New non‑employee directors also receive a prorated initial RSU award upon joining; he will be compensated per the Company’s standard non‑employee director policy .

Performance Compensation (Director Equity)

Equity TypeGrant ValueVestingPerformance Metrics
Annual RSU$200,000Vests in equal quarterly installments, service‑based None disclosed for directors (time‑based RSUs)
Initial RSU (new directors)Prorated to next AGMVests on first anniversary, service‑based None disclosed

Other Directorships & Interlocks

CompanyRoleCommittee RolesNotes
None disclosedThe proxy and 8‑K list operating company roles but no other public company directorships for Mr. Thieneman .

Expertise & Qualifications

  • Founder/CEO experience scaling an environmental infrastructure contractor (water/wastewater), bringing operational and financial oversight expertise .
  • Technology commercialization background as co‑inventor and VP Operations at Algaewheel (international IP footprint) .
  • Engineering and management educational foundation (Purdue University) .

Equity Ownership

HolderShares OwnedOptions Exercisable (≤60 days)RSUs Vesting (≤60 days)% OutstandingNotes
Kenneth Thieneman0 0 0 * (<1%) Appointed 4/24/25; “does not hold any shares or RSUs” as of 3/31/25
  • Hedging/monetization prohibited under the Company’s Insider Trading Policy (applies to directors) .
  • Clawback policy adopted (Compensation Recovery Policy) consistent with listing standards .

Related‑Party Transactions (Conflict Risk)

DateCounterparty (Ownership by Thieneman)InstrumentPrincipalInterest/PaymentsStatus
Jan 7, 2025Thieneman Properties, LLC (30% interest)Senior Secured Convertible Promissory Note$5,000,000$750,000 interest paid on Apr 7, 2025 covering first three months $5,000,000 outstanding as of Apr 30, 2025
Feb 10, 2025Thieneman Construction, Inc. (87.4% interest)Senior Secured Convertible Promissory Note (two $5M tranches)$10,000,000Approx. $3,000,000 annually; no interest paid as of Apr 30, 2025 $10,000,000 outstanding as of Apr 30, 2025
  • Policy requires Audit Committee (or independent directors) approval/oversight of related‑party transactions exceeding $120,000 .

Governance Assessment

  • Independence and committees: Mr. Thieneman is not counted among the Board’s independent directors and holds no committee assignments; all committees are staffed by independent directors, which mitigates direct influence over audit/compensation/governance processes .
  • Alignment: As of March 31, 2025, he held no Velo3D equity, reducing immediate “skin‑in‑the‑game” alignment; standard director RSU grants are time‑based (not performance‑conditioned) .
  • RED FLAGS: Significant creditor to the Company via two secured convertible notes through entities he controls/owns, creating potential conflicts and perceived independence impairment despite committee safeguards .
  • Board context: Lead Independent Director structure in place; however, CEO‑affiliated entity controls ~88.1% of outstanding shares, concentrating voting power and potentially constraining minority shareholder influence and board challenge capacity .
  • Controls and oversight backdrop: Prior disclosures cite material weaknesses in internal control over financial reporting and a going‑concern explanatory paragraph in the prior auditor’s report, underscoring the importance of robust, independent audit oversight (Mr. Thieneman is not on Audit Committee) .