Uwharrie Capital Management

Management criteria checks 4/4

Uwharrie Capital's CEO is Roger Dick, appointed in Jan 1983, has a tenure of 41.33 years. total yearly compensation is $666.73K, comprised of 54.5% salary and 45.5% bonuses, including company stock and options. directly owns 5.73% of the company’s shares, worth $3.00M. The average tenure of the management team and the board of directors is 4.3 years and 5.5 years respectively.

Key information

Roger Dick

Chief executive officer

US$666.7k

Total compensation

CEO salary percentage54.5%
CEO tenure41.3yrs
CEO ownership5.7%
Management average tenure4.3yrs
Board average tenure5.5yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Roger Dick's remuneration changed compared to Uwharrie Capital's earnings?
DateTotal CompensationSalaryCompany Earnings
Dec 31 2023US$667kUS$363k

US$8m

Sep 30 2023n/an/a

US$9m

Jun 30 2023n/an/a

US$9m

Mar 31 2023n/an/a

US$9m

Dec 31 2022US$616kUS$332k

US$8m

Sep 30 2022n/an/a

US$6m

Jun 30 2022n/an/a

US$6m

Mar 31 2022n/an/a

US$6m

Dec 31 2021US$609kUS$292k

US$10m

Sep 30 2021n/an/a

US$13m

Jun 30 2021n/an/a

US$12m

Mar 31 2021n/an/a

US$12m

Dec 31 2020US$544kUS$292k

US$8m

Sep 30 2020n/an/a

US$3m

Jun 30 2020n/an/a

US$3m

Mar 31 2020n/an/a

US$2m

Dec 31 2019US$463kUS$258k

US$3m

Sep 30 2019n/an/a

US$3m

Jun 30 2019n/an/a

US$3m

Mar 31 2019n/an/a

US$2m

Dec 31 2018US$456kUS$258k

US$2m

Sep 30 2018n/an/a

US$540k

Jun 30 2018n/an/a

US$481k

Mar 31 2018n/an/a

US$639k

Dec 31 2017US$446kUS$248k

US$1m

Compensation vs Market: Roger's total compensation ($USD666.73K) is about average for companies of similar size in the US market ($USD663.90K).

Compensation vs Earnings: Roger's compensation has been consistent with company performance over the past year.


CEO

Roger Dick (71 yo)

41.3yrs

Tenure

US$666,728

Compensation

Mr. Roger Lee Dick is Executive Vice President at Uwharrie Investment Advisors since 2020. He serves as the President and Chief Executive Officer of Uwharrie Capital Corp. He is Chief Executive Officer at...


Leadership Team

NamePositionTenureCompensationOwnership
Roger Dick
President41.3yrsUS$666.73k5.73%
$ 3.0m
R. Beaver
Chief Risk Officerno dataUS$468.36k0.51%
$ 269.2k
Jeffrey Trout
President of Uwharrie Bank Mortgage4.2yrsUS$524.05k0.18%
$ 95.6k
Heather Almond
Chief Financial Officer2.3yrsno data0.30%
$ 157.0k
Jason Andrew
Chief Operations Officerno datano data0.20%
$ 104.2k
Mike Massey
Senior VP & Director of Administrationno datano datano data
Tamara Singletary
Executive VP of Investor Relations & Corporate Secretaryno datano data0.66%
$ 344.5k
Christy Stoner
Chief Marketing Officerno dataUS$259.84k0.75%
$ 392.2k
Brooke Senter
Chief People Officerno datano data0.77%
$ 401.6k
JoAnne Burleson
Financial Advisor4.3yrsno datano data
W. Lawhon
Chief Executive Officer of Bank of Stanly and President of Bank of Stanlyno dataUS$104.96kno data
Patricia Horton
Market President of Uwharrie Bank19.9yrsUS$148.90kno data

4.3yrs

Average Tenure

55yo

Average Age

Experienced Management: UWHR's management team is considered experienced (4.3 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
James Campbell
Independent Director13.3yrsUS$23.19k0.097%
$ 50.9k
Chris Poplin
Independent Director5yrsUS$15.69k0.12%
$ 64.4k
Stephen Swaringen
Director4yrsUS$23.19k0.055%
$ 28.8k
Tara Eudy
Independent Chair of the Board19.3yrsUS$13.19k0.053%
$ 27.5k
Frank Rankin
Independent Director21.3yrsUS$15.69k0.69%
$ 362.2k
Vernon Russell
Independent Director5yrsUS$23.19k0.15%
$ 77.5k
Dean Bowers
Independent Director6yrsUS$12.21k0.12%
$ 64.7k
Wesley Morgan
Independent Director6yrsUS$13.19k0.085%
$ 44.6k
Allen Furr
Director6yrsUS$15.19k0.13%
$ 67.1k
Merlin Amirtharaj
Independent Director5yrsUS$13.19k0.060%
$ 31.4k
Deidre Foster
Independent Director5yrsUS$12.94k0.045%
$ 23.6k
Matthew Hudson
Independent Director5yrsUS$12.46k0.045%
$ 23.6k

5.5yrs

Average Tenure

55yo

Average Age

Experienced Board: UWHR's board of directors are considered experienced (5.5 years average tenure).


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