COL Financial Group Management

Management criteria checks 3/4

We currently do not have sufficient information about the CEO.

Key information

Dino Bate

Chief executive officer

₱250.0k

Total compensation

CEO salary percentage	n/a
CEO tenure	20.5yrs
CEO ownership	3.4%
Management average tenure	3.5yrs
Board average tenure	19.3yrs

Recent management updates

Recent updates

CEO

Dino Bate (61 yo)

20.5yrs

Tenure

₱250,000

Compensation

Mr. Conrado F. Bate, also known as Dino, serves as the Chief Executive Officer and President of COL Financial Group, Inc. (formerly CitisecOnline.com Inc.). Prior to this, Mr. Bate served as the Vice Presi...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Conrado Bate	President	no data	₱250.00k	3.44% ₱ 377.1m
Edward Lee	Chairman & Founder	25.5yrs	no data	21.74% ₱ 2.4b
Lorena Velarde	First VP & CFO	3.2yrs	no data	0.095% ₱ 10.4m
Melissa Ng	VP & Head of Operations Department	no data	no data	0.054% ₱ 6.0m
Rea Orteza	Assistant VP & Head of Accounting Operations	3.5yrs	no data	0.000060% ₱ 6.6k
Nikos Bautista	First VP & CTO	18.5yrs	no data	0.24% ₱ 26.7m
April Lynn Lee-Tan	First VP and Chief Investor Relations & Corporate Strategy	3.2yrs	no data	0.26% ₱ 28.0m
Sharon Lim	VP, Head of Legal & Compliance and Corporate Secretary	8.5yrs	no data	0.0095% ₱ 1.0m
Juan Jaime Barredo	First VP & Chief Customer Experience Officer	3.5yrs	no data	0.17% ₱ 18.4m
Joyce Chan	VP & Head of Client Services	3.2yrs	no data	0.085% ₱ 9.3m
Rowena Marie Lubaton	Head of Premium	3.5yrs	no data	no data
Zerge Zandueta	Head of Product Private Clients Group	5.5yrs	no data	no data

3.5yrs

Average Tenure

52yo

Average Age

Experienced Management: COL's management team is considered experienced (3.5 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Conrado Bate	President	20.5yrs	₱250.00k	3.44% ₱ 377.1m
Edward Lee	Chairman & Founder	25.5yrs	no data	21.74% ₱ 2.4b
Wellington Yu	Director	23.3yrs	₱300.00k	0.0021% ₱ 229.9k
Alexander Yu	Vice-Chairman	25.5yrs	no data	13.84% ₱ 1.5b
Hernan Lim	Director	19.3yrs	₱300.00k	3.68% ₱ 403.1m
Raymond Yu	Director	19.3yrs	₱300.00k	4.34% ₱ 475.7m
Arthur Gerrard Gindap	Independent Director	5.3yrs	₱250.00k	0.0025% ₱ 275.9k
Betty Siy-Yap	Independent Director	3.4yrs	₱300.00k	0.000020% ₱ 2.2k
Paulwell Han	Director	14.5yrs	₱250.00k	8.39% ₱ 918.1m
Roberto Benares	Independent Director	3.4yrs	₱250.00k	0.000020% ₱ 2.2k
Sohei Obara	Director	1.9yrs	no data	0% ₱ 0

19.3yrs

Average Tenure

68yo

Average Age

Experienced Board: COL's board of directors are seasoned and experienced ( 19.3 years average tenure).

COL Financial Group Management

Management criteria checks 3/4

Key information

Recent management updates

Chairman & Founder recently bought ₱68k worth of stock

Insider recently sold ₱24m worth of stock

Chairman & Founder recently bought ₱587k worth of stock

Vice-Chairman recently bought ₱504k worth of stock

COL Financial Group, Inc., Annual General Meeting, Apr 26, 2024

Vice-Chairman recently bought ₱360k worth of stock

Recent updates

Chairman & Founder recently bought ₱68k worth of stock

First quarter 2024 earnings released: EPS: ₱0.02 (vs ₱0.033 in 1Q 2023)

Dividend increased to ₱0.065

COL Financial Group, Inc. Approves Special Cash Dividend, Payable on June 5, 2024

New minor risk - Insider selling

Insider recently sold ₱24m worth of stock

Full year 2023 earnings released: EPS: ₱0.09 (vs ₱0.051 in FY 2022)

Chairman & Founder recently bought ₱587k worth of stock

Vice-Chairman recently bought ₱504k worth of stock

COL Financial Group, Inc., Annual General Meeting, Apr 26, 2024

Vice-Chairman recently bought ₱360k worth of stock

Vice-Chairman recently bought ₱230k worth of stock

Vice-Chairman recently bought ₱90k worth of stock

Third quarter 2023 earnings released: EPS: ₱0.03 (vs ₱0.015 in 3Q 2022)

Chairman & Founder recently bought ₱171k worth of stock

Chairman & Founder recently bought ₱818k worth of stock

COL Financial Group, Inc. announced that it expects to receive funding from Daiwa Securities Group Inc.

Chairman & Founder recently bought ₱114k worth of stock

Second quarter 2023 earnings released: EPS: ₱0.02 (vs ₱0.01 in 2Q 2022)

Chairman & Founder recently bought ₱256k worth of stock

Chairman & Founder recently bought ₱177k worth of stock

Insider recently sold ₱1.5m worth of stock

Chairman & Founder recently bought ₱487k worth of stock

First quarter 2023 earnings released

Upcoming dividend of ₱0.042 per share at 2.9% yield

Full year 2022 earnings released: EPS: ₱0.05 (vs ₱0.12 in FY 2021)

Chairman & Founder recently bought ₱109k worth of stock

Chairman & Founder recently bought ₱101k worth of stock

Chairman & Founder recently bought ₱544k worth of stock

Insider recently sold ₱666k worth of stock

Investor sentiment improved over the past week

Third quarter 2022 earnings released: EPS: ₱0.01 (vs ₱0.02 in 3Q 2021)

Less than half of directors are independent

Vice-Chairman recently bought ₱79k worth of stock

Insider recently sold ₱64k worth of stock

Second quarter 2022 earnings released: EPS: ₱0.01 (vs ₱0.02 in 2Q 2021)

COL Financial Group, Inc. Announces Board Changes

First quarter 2022 earnings released: EPS: ₱0.02 (vs ₱0.077 in 1Q 2021)

Upcoming dividend of ₱0.085 per share

COL Financial Group, Inc. Announces Special Cash Dividend for the Year Ended 31 December 2021, Payable on 2 June 2022

Less than half of directors are independent

COL Financial Group, Inc., Annual General Meeting, Apr 27, 2022

Third quarter 2021 earnings released: EPS ₱0.02 (vs ₱0.019 in 3Q 2020)

Director recently sold ₱1.3b worth of stock

Director recently bought ₱430k worth of stock

Director Hokushin Kido has left the company

Second quarter 2021 earnings released: EPS ₱0.02 (vs ₱0.026 in 2Q 2020)

Vice-Chairman recently sold ₱133k worth of stock

Vice-Chairman recently bought ₱66k worth of stock

Chairman & Founder recently bought ₱1.4m worth of stock

Chairman & Founder recently bought ₱1.8m worth of stock

First quarter 2021 earnings released: EPS ₱0.08 (vs ₱0.017 in 1Q 2020)

COL Financial Group, Inc. Approves Special Dividend for the Year Ended December 31, 2020, Payable on June 9, 2021

Full year 2020 earnings released: EPS ₱0.089 (vs ₱0.096 in FY 2019)

COL Financial Group, Inc. Announces Management changes

COL Financial Group, Inc., Annual General Meeting, May 21, 2021

Vice-Chairman recently sold ₱111k worth of stock

Insider recently sold ₱1.0m worth of stock

Director recently bought ₱1.7m worth of stock

Vice-Chairman recently sold ₱93k worth of stock

Vice-Chairman recently bought ₱489k worth of stock

COL Financial Group, Inc. Announces Executive Changes

Vice-Chairman recently bought ₱3.5m worth of stock

Vice-Chairman recently bought ₱3.5m worth of stock

Investor sentiment deteriorated over the past week

Vice-Chairman recently bought ₱427k worth of stock

New 90-day high: ₱4.86

Vice-Chairman recently bought ₱1.0m worth of stock

New 90-day high: ₱4.77