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Paul G. Greig

About Paul G. Greig

Independent director since 2019; age 69. Former bank CEO with extensive audit, risk, and finance oversight experience; designated audit committee financial expert. Serves as Chair of VRTS’s Audit Committee; Board determined him independent under NYSE rules in Feb 2025; attended the 2024 Annual Meeting and met the ≥75% attendance expectation in 2024. Stock ownership aligns with guidelines for directors.

Past Roles

OrganizationRoleTenureCommittees/Impact
FirstMerit CorporationChairman, President & CEO2006–2016Led regional diversified financial services company; deep finance oversight experience
Opus Bank (NASDAQ: OPB)Chairman; Interim CEO & PresidentChair 2017–2019; Interim CEO/President 2018–2019Chaired Risk Committee; member of Governance & Nominating and Audit committees
Citizens Banking Corporation—IllinoisPresident & CEO2005–2006Bank leadership and operations oversight
Federal Reserve Bank of ClevelandDirector; Audit Committee member2011–2014Audit oversight for Federal Reserve regional bank

External Roles

OrganizationRoleTenureNotes
Omni Senior LivingAdvisory Board MemberSince 2016Private senior living communities; not a public company
Public company boards (current)None disclosed for current service

Board Governance

  • Independence: Board determined Greig independent under NYSE rules (Feb 2025).
  • Committee assignments: Audit Committee Chair; Audit members include Greig (Chair), Morris, Weisenseel, Fleming; Greig designated an “audit committee financial expert.”
  • Attendance: Board held 11 meetings in 2024; directors expected to attend all; each then-current director attended ≥75% of Board and committee meetings; Greig attended the 2024 Annual Meeting. Independent directors meet in regularly scheduled executive sessions; independent Chairman is Timothy A. Holt.
  • Related parties: No related-party transactions involving directors disclosed; policy requires Audit Committee approval for any such transactions >$120,000.

Fixed Compensation

ComponentAmountNotes
Annual Board retainer$200,000Non-executive director retainer; paid 50% cash, 50% equity; equity granted on date of Annual Meeting
Audit Committee Chair retainer$25,0002024 rate; increased by $5,000 effective Jan 1, 2025 (to $30,000)
Committee member retainersAudit: $15,000; Compensation: $15,000; Governance: $7,500If serving as member (Greig is Chair, not member of other committees)
2024 compensation actually paid (cash)$112,500Fees earned/paid in cash for 2024
2024 compensation actually paid (stock awards)$112,292Common stock granted May 15, 2024; grant-date fair value
2024 total$224,792Sum of cash and stock awards
Share ownership guideline4x annual cash retainerNon-employee directors must hold 4x cash retainer; retain equity portion net of taxes until met
Guideline complianceIn complianceAll non-employee directors except Morris and Weisenseel; Greig in compliance

Performance Compensation

ElementMetricsTerms
Not applicableNone disclosed for directorsNon-employee director pay consists of retainers paid in cash and common stock; no performance-conditioned PSUs/options disclosed for directors

Other Directorships & Interlocks

CompanyTypeRoleInterlock/Conflict Notes
Opus Bank (past)Public (past)Chair; Interim CEO/PresidentPast service; no current interlock disclosed with VRTS suppliers/customers
FirstMerit Corporation (past)Public (past)Chairman, President & CEOPast service; no related-party transactions disclosed at VRTS

Expertise & Qualifications

AreaDetails
Financial expertiseAudit committee financial expert; prior CEO/CFO-level oversight in banking; Fed Reserve audit committee experience
Risk oversightChaired bank Risk Committee; extensive governance in regulated financials
Industry experienceMulti-decade banking and financial services leadership

Equity Ownership

HolderShares Beneficially Owned% of Shares OutstandingNotes
Paul G. Greig3,508<1%As of Mar 31, 2025; address c/o VRTS HQ
Ownership guideline complianceCompliantDirector guideline 4x cash retainer; Greig is compliant
Pledging/HedgingProhibitedInsider Trading Policy prohibits hedging; pledging not disclosed for Greig

Insider trades (Form 4):

Filing DateTransaction DateTypeSharesPricePost-Transaction OwnershipSEC Link
2025-05-152025-05-14Award (A)652$176.234,160https://www.sec.gov/Archives/edgar/data/883237/000088323725000065/0000883237-25-000065-index.htm
2024-05-162024-05-15Award (A)479$234.433,508https://www.sec.gov/Archives/edgar/data/883237/000088323724000065/0000883237-24-000065-index.htm

Governance Assessment

  • Strengths: Independent audit chair with financial expert designation; strong attendance and engagement; director equity retainer aligns interests; ownership guideline compliance; independent Chairman with regular executive sessions.
  • Compensation structure: Simple, retainer-based with 50/50 cash/equity and modest committee chair fees; 2025 increase in Audit/Governance chair retainers suggests elevated oversight demands. No meeting fees disclosed.
  • Conflicts/related parties: No related-party transactions disclosed; no hedging allowed; no pledging reported.
  • Signals for investors: Low absolute share count (<1%) is typical for outside directors but mitigated by equity retainer and guideline compliance; audit leadership and prior regulatory experience bolster confidence in financial reporting oversight.

RED FLAGS: None disclosed regarding related-party transactions, attendance shortfalls, hedging/pledging, or performance-conditioned director pay that could distort incentives.