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Sean Cary

About Sean M. Cary

Independent director of Willamette Valley Vineyards (WVVI) since July 2007; age 51 as of the 2025 proxy record date. A finance leader by training, he serves as CFO of Pacific Excavation, Inc.; prior roles include CFO of CBT Nuggets, LLC; Corporate Controller at National Warranty; CFO of Cascade Structural Laminators; Controller at WVVI; and U.S. Air Force Financial Officer. He holds an MBA from the University of Oregon and a B.S. in Management from the U.S. Air Force Academy .

Past Roles

OrganizationRoleTenure (if disclosed)Committees/Impact
Pacific Excavation, Inc.Chief Financial OfficerNot disclosedFinancial leadership
CBT Nuggets, LLCChief Financial OfficerNot disclosedFinance and operations
National Warranty CorporationCorporate ControllerNot disclosedAccounting controls
Cascade Structural LaminatorsChief Financial OfficerNot disclosedFinance oversight
Willamette Valley VineyardsController (prior to board service)Not disclosedInternal finance
U.S. Air ForceFinancial OfficerNot disclosedGovernment finance

External Roles

OrganizationRoleTypeNotes
None disclosedNo other public company directorships disclosed in 2024–2025 proxies .

Board Governance

  • Committee assignments: Audit Committee Chair (2024 fiscal year; designated “Chairperson” in 2025 proxy); members: Cary (Chair), Craig Smith, Stan Turel .
  • Financial expert: Craig Smith is designated as the Audit Committee financial expert, not Cary .
  • Other committees: Cary is not listed on the Compensation Committee, Capital Development Committee, or Executive Committee .
  • Independence: Board determined Cary is independent (all directors except James W. Bernau and James L. Ellis are independent) .
  • Attendance: Board met four times in 2024; each director attended at least 75% of Board and committee meetings; Audit Committee held four meetings in 2024 (each with at least two members present) .
  • Executive sessions: Independent directors held two meetings in 2024 .
  • Leadership structure: CEO/President also serves as Board Chair; no lead independent director (Board considers one unnecessary) .

Fixed Compensation

Component20232024Source
Fees earned or paid in cash – Sean M. Cary$2,050$3,100
Stock awards
Option awards
Non-equity incentive comp
All other comp
Director Compensation Plan Elements (Board-wide)TermsEffective/Notes
Annual Board stipend$1,000 per directorAmended February 2024
Per Board meeting$500 per meetingAmended February 2024
Per committee meeting$200 per meetingAmended February 2024
Per diem and wine allowanceApprovedNoted in 2024 proxy

Performance Compensation

Metric/InstrumentDetailSource
Equity awards to non-employee directorsNone disclosed for 2023–2024; no director awards pre-approved under 2025 Plan “New Plan Benefits”
Options historicallyCompany states it has historically not granted stock options; none outstanding at 12/31/2024
Director performance metrics tied to payNone disclosed

Other Directorships & Interlocks

PersonOther Public Company BoardsCommittee Roles ElsewhereInterlocks/Conflicts
Sean M. CaryNone disclosedNot disclosedNone disclosed in related-party or governance sections

Expertise & Qualifications

  • Finance and accounting expertise from multiple CFO and controller roles; U.S. Air Force financial officer background .
  • Education: MBA (University of Oregon); B.S. in Management (U.S. Air Force Academy) .
  • Audit oversight: Chairs Audit Committee; Audit Committee conducted four meetings in 2024 .

Equity Ownership

HolderShares Beneficially Owned% of OutstandingAs-ofNotes
Sean M. Cary (Director)5,200<1%Record date May 8, 2025Total shares outstanding 4,964,529 . “Less than one percent” noted in table .
Pledging of sharesNone by any director or executive officer as of 12/31/202412/31/2024Per insider trading/anti-hedging policy status disclosure .

Insider Trades & Compliance

ItemStatusPeriodSource
Section 16(a) filing timeliness – Sean M. CaryNo delinquencies disclosedFY2024Late filings cited for Bernau and Turel only .
Hedging/short sales/derivativesProhibited for officers and directors under policyPolicy in force; as of 12/31/2024
PledgingProhibited unless pre-cleared; none pledged by directors/executives as of 12/31/2024FY2024

Governance Assessment

  • Positives

    • Independent director since 2007 with deep finance background; currently Audit Committee Chair – a strong alignment with WVVI’s needs amid continuing net losses and audit complexity .
    • Solid engagement indicators: Board-wide 75%+ attendance; Audit Committee met quarterly; independent directors held executive sessions (two in 2024) .
    • Clean conflicts profile: No related-party transactions involving directors/officers in 2023–2024; no pledging; insider trading policy prohibits hedging/derivatives .
    • Modest director pay, fully in cash; clear meeting-based structure supports pay-for-service alignment; Cary also holds 5,200 shares, providing some skin-in-the-game .
  • Watch items / potential red flags

    • Board leadership combined (Chair/President); no lead independent director – limits independent counterbalance; Cary’s effectiveness as Audit Chair helps, but structural risk remains .
    • Audit Committee attendance noted as “at least two members” per meeting (not necessarily all three every time), though all directors met the 75% threshold .
    • Compensation Committee did not meet in 2024 (board-level process concern, albeit not on Cary’s committee) .
  • Overall implication

    • Cary’s Audit Chair role, independence, and finance pedigree are governance positives for investor confidence. Structural governance (combined Chair/President; no LID) and limited Compensation Committee activity temper the overall assessment but are not directly attributable to Cary .