Community Heritage Financial Management
Management criteria checks 3/4
Community Heritage Financial's CEO is BJ Goetz, appointed in Nov 2018, has a tenure of 5.5 years. total yearly compensation is $549.97K, comprised of 62.8% salary and 37.2% bonuses, including company stock and options. directly owns 0.25% of the company’s shares, worth $127.14K. The average tenure of the management team and the board of directors is 2.9 years and 5.5 years respectively.
Key information
BJ Goetz
Chief executive officer
US$550.0k
Total compensation
| CEO salary percentage | 62.8% |
| CEO tenure | 5.5yrs |
| CEO ownership | 0.2% |
| Management average tenure | 2.9yrs |
| Board average tenure | 5.5yrs |
Recent management updates
Recent updates
CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Mar 31 2024 | n/a | n/a | US$4m |
| Dec 31 2023 | n/a | n/a | US$4m |
| Sep 30 2023 | n/a | n/a | US$5m |
| Jun 30 2023 | n/a | n/a | US$5m |
| Mar 31 2023 | n/a | n/a | US$6m |
| Dec 31 2022 | US$550k | US$346k | US$7m |
| Sep 30 2022 | n/a | n/a | US$7m |
| Jun 30 2022 | n/a | n/a | US$7m |
| Mar 31 2022 | n/a | n/a | US$6m |
| Dec 31 2021 | US$401k | US$324k | US$6m |
Compensation vs Market: BJ's total compensation ($USD549.97K) is about average for companies of similar size in the US market ($USD661.49K).
Compensation vs Earnings: BJ's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.
CEO
BJ Goetz (46 yo)
5.5yrs
Tenure
US$549,970
Compensation
Mr. Robert E. Goetz, Jr., also known as BJ, joined Middletown Valley Bank in 2012. Mr. Goetz serves as the President and Chief Executive Officer of Community Heritage Financial, Inc. and Middletown Valley...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 5.5yrs | US$549.97k | 0.25% $ 127.1k | |
| Executive VP & Chief Risk Officer | no data | US$337.77k | 0.26% $ 132.2k | |
| Executive VP & CFO | less than a year | no data | no data | |
| Executive VP & COO | 1.3yrs | no data | 0.020% $ 10.2k | |
| Executive VP and Chief Talent & Culture Officer | no data | no data | 0.040% $ 20.3k | |
| Executive VP & Chief Credit Officer | no data | no data | 0.050% $ 25.4k | |
| Executive VP & Regional President West | 1.3yrs | no data | 0.11% $ 55.9k | |
| Corporate Secretary | 5.5yrs | no data | 0.060% $ 30.5k | |
| Assistant Corporate Secretary | 4.4yrs | no data | no data |
2.9yrs
Average Tenure
59yo
Average Age
Experienced Management: CMHF's management team is considered experienced (2.9 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 5.5yrs | US$549.97k | 0.25% $ 127.1k | |
| Chairman of the Board | 5.5yrs | no data | 0.49% $ 249.2k | |
| Director | 5.5yrs | no data | 1.49% $ 762.9k | |
| Director | 5.5yrs | no data | 0.27% $ 137.3k | |
| Director | 5.5yrs | no data | 0.11% $ 55.9k | |
| Vice Chairman of the Board | 5.5yrs | no data | 3.06% $ 1.6m | |
| Director | 3.2yrs | no data | 0.11% $ 55.9k | |
| Director | 2.1yrs | no data | 0.39% $ 198.3k | |
| Independent Director | no data | no data | no data |
5.5yrs
Average Tenure
56.5yo
Average Age
Experienced Board: CMHF's board of directors are considered experienced (5.5 years average tenure).