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Philip Wong

Lead Independent Director at YUNHONG GREEN CTI
Board

About Philip Wong

Philip Wong, age 45, has served as an independent director of Yunhong Green CTI Ltd. since January 2022. He is CEO and co-founder of Shark AI Capital Corporation (since 2020), with prior roles in commercial lending and relationship management at American Credit, Applepie Capital, Bank of the West/BNP Paribas, and Preferred Bank; he holds a B.A. in Asian Studies from San Francisco State University and has certifications in agile software development, software product management, healthcare analytics, and product management/marketing . He is designated the Board’s Lead Independent Director and serves as Audit Committee Chair (and Audit Committee Financial Expert) .

Past Roles

OrganizationRoleTenureCommittees/Impact
American Credit, Inc.Chief Investment OfficerNot disclosedCredit/lending expertise
Applepie Capital, Inc.Commercial Loan OfficerNot disclosedSME lending, underwriting
Bank of the West / BNP ParibasVice President / Senior Relationship ManagerNot disclosedCorporate banking, risk management
Preferred BankFirst Vice President / Senior Relationship ManagerNot disclosedMiddle-market lending

External Roles

OrganizationRoleStartNotes
Shark AI Capital Corporation (private)CEO & Co-Founder2020Innovative business lending; technology-adjacent skillset
Other public company boardsNone disclosed in YHGJ proxies

Board Governance

  • Independence: The Board determined Wong is independent; he also acts as Lead Independent Director and can call independent director sessions without management present .
  • Committee assignments: Audit Committee Chair and audit committee financial expert; member of Compensation Committee; member of Nominating & Governance Committee .
  • Attendance: Board met 5 times in 2024 and 4 times in 2023; each director attended at least 75% of meetings in those periods .
  • Shareholder support: At the 2025 annual meeting, Wong received 17,466,932 votes “For”, 438,458 “Withheld”, and 3,065,803 broker non-votes, indicating solid but not unanimous support .
  • Audit oversight: As Chair, Wong led the committee through auditor transition and 2023 re-audit after BF Borgers’ disqualification; the committee recommended Wolf & Company, P.C. as independent auditor .

Committee Summary

CommitteeRoleIndependenceMeetings (2023 → 2024)
AuditChair; Financial ExpertAll members independent2 → 4
CompensationMemberAll members independent1 → 1
Nominating & GovernanceMemberAll members independent0 → 0; independent directors handled nominations

Fixed Compensation

Component ($USD)20232024
Director Fees (Cash)$12,000 $12,000
Other Cash (Meeting fees)Not disclosedNot disclosed
Total Cash$12,000 $12,000
  • Third-party arrangements: No agreements for directors to receive compensation from third parties for board service .

Performance Compensation

Equity AwardGrant YearSharesVestingASC 718 Expense Recognized
Restricted stock (independent director grant)20235,000Time-based, 12 months$4,750 (2023 stock awards)
Restricted stock (independent director grant)20245,000Time-based, 12 months$7,600 (2024 stock awards)
Options/PSUsNone disclosed for directors
  • Award design: Independent director RSUs vest purely time-based over 12 months; no performance metrics attached to director equity grants .

Other Directorships & Interlocks

CompanyRoleCommittee RolesPotential Interlock/Conflict
None disclosedNo public company interlocks disclosed

Expertise & Qualifications

  • Financial expert: Designated Audit Committee Financial Expert under Item 407(d)(5) of Regulation S-K .
  • Domain experience: Commercial lending, credit underwriting, relationship management across banks and lending platforms .
  • Technical credentials: Certifications in agile software development, software product management, healthcare analytics, and product management/marketing .
  • Leadership: Lead Independent Director duties include independent communications with management and convening executive sessions of independent directors .

Equity Ownership

Metric2024 (Record date: Oct 18, 2024)2025 (Record date: Jul 23, 2025)
Beneficial Ownership (Shares)10,000 15,000
Ownership % of shares outstanding<1% (of 25,848,187) <1% (of 27,738,626)
Pledged/HedgedNot disclosedNot disclosed
Vested vs. unvestedNot disclosedNot disclosed

Governance Assessment

  • Strengths

    • Independent director with deep finance and credit risk experience; Audit Committee Financial Expert designation adds credibility to financial oversight .
    • Serves as Lead Independent Director, enhancing board independence in a company with a dominant shareholder (Yubao Li ~43.6%) .
    • Consistent board engagement (≥75% attendance) and steady support from shareholders in 2025 election results .
  • Areas to Monitor

    • Concentrated control: Chairman Yubao Li beneficially owns ~43.6% of shares, which can limit minority shareholder influence; the effectiveness of independent leadership and committees is critical .
    • Auditor transition and historical re-audit: Continued vigilance on audit quality, PCAOB-related independence, and internal control remediation remains important under Wong’s committee leadership .
    • Nasdaq compliance: Board ratified a 1-for-10 reverse split to address minimum bid deficiency; investor confidence hinges on governance and strategic execution through this process .
  • Conflicts/Related Party

    • No related-party transactions disclosed involving Wong. The proxy details a legacy related-party note with John H. Schwan (father of CEO Jana Schwan), which the Audit Committee oversees under its RPT review practices; Wong’s role as Audit Chair is central to managing these risks .
  • Signals

    • Director pay is modest with time-based RSU grants, aligning but not aggressively incentivizing performance; no meeting fees or option awards disclosed .
    • Shareholder vote withhelds on Wong were relatively small (438,458), suggesting acceptable governance standing but indicating some investor scrutiny amid broader corporate actions .

RED FLAGS: None specific to Wong disclosed; company-level risks include concentrated ownership and reverse split necessity due to Nasdaq bid price non-compliance .