Sachem Capital Management

Management criteria checks 4/4

Sachem Capital's CEO is John Villano, appointed in Nov 2019, has a tenure of 4.42 years. total yearly compensation is $1.71M, comprised of 43.9% salary and 56.1% bonuses, including company stock and options. directly owns 3.54% of the company’s shares, worth $5.34M. The average tenure of the management team and the board of directors is 2.3 years and 7.2 years respectively.

Key information

John Villano

Chief executive officer

US$1.7m

Total compensation

CEO salary percentage	43.9%
CEO tenure	4.4yrs
CEO ownership	3.5%
Management average tenure	2.3yrs
Board average tenure	7.2yrs

Recent management updates

Recent updates

Shareholders Of Sachem Capital (NYSEMKT:SACH) Must Be Happy With Their 86% Return

Feb 24

CEO Compensation Analysis

How has John Villano's remuneration changed compared to Sachem Capital's earnings?
Date	Total Compensation	Salary	Company Earnings
Dec 31 2023	US$2m	US$750k	US$12m
Sep 30 2023	n/a	n/a	US$20m
Jun 30 2023	n/a	n/a	US$18m
Mar 31 2023	n/a	n/a	US$18m
Dec 31 2022	US$2m	US$750k	US$17m
Sep 30 2022	n/a	n/a	US$15m
Jun 30 2022	n/a	n/a	US$14m
Mar 31 2022	n/a	n/a	US$13m
Dec 31 2021	US$1m	US$500k	US$11m
Sep 30 2021	n/a	n/a	US$10m
Jun 30 2021	n/a	n/a	US$9m
Mar 31 2021	n/a	n/a	US$9m
Dec 31 2020	US$360k	US$360k	US$9m
Sep 30 2020	n/a	n/a	US$8m
Jun 30 2020	n/a	n/a	US$8m
Mar 31 2020	n/a	n/a	US$6m
Dec 31 2019	US$360k	US$360k	US$6m
Sep 30 2019	n/a	n/a	US$7m
Jun 30 2019	n/a	n/a	US$7m
Mar 31 2019	n/a	n/a	US$8m
Dec 31 2018	US$311k	US$311k	US$8m
Sep 30 2018	n/a	n/a	US$8m
Jun 30 2018	n/a	n/a	US$7m
Mar 31 2018	n/a	n/a	US$6m
Dec 31 2017	US$230k	US$230k	US$5m

Compensation vs Market: John's total compensation ($USD1.71M) is about average for companies of similar size in the US market ($USD1.65M).

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

CEO

John Villano (63 yo)

4.4yrs

Tenure

US$1,708,436

Compensation

Mr. John L. Villano, CPA, serves as interim Chief Financial Officer of Sachem Capital Corp. since May 04, 2023. He is Chief Executive Officer & President at Sachem Capital Corp. since November 21, 2019 and...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
John Villano	Interim CFO	4.4yrs	US$1.71m	3.54% $ 5.3m
Nicholas Marcello	Vice President of Finance & Operations	2.3yrs	no data	no data
Eric O'Brien	Senior Vice President of Asset Management	1.5yrs	no data	no data

2.3yrs

Average Tenure

Experienced Management: SACH's management team is considered experienced (2.3 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
John Villano	Interim CFO	14.3yrs	US$1.71m	3.54% $ 5.3m
Arthur Goldberg	Independent Director	7.2yrs	US$118.74k	0.077% $ 116.5k
Leslie Bernhard	Independent Director	7.2yrs	US$118.80k	0.017% $ 26.2k
Brian Prinz	Independent Director	7.2yrs	US$121.24k	0.80% $ 1.2m

7.2yrs

Average Tenure

75yo

Average Age

Experienced Board: SACH's board of directors are considered experienced (7.2 years average tenure).

Sachem Capital Management

Management criteria checks 4/4

Key information

Recent management updates

Sachem Capital Corp., Annual General Meeting, Sep 07, 2023

Sachem Capital Corp. Announces CFO Changes

Sachem Capital Corp. Announces Management Transition

Insufficient new directors

Sachem Capital Corp. Appoints John E. Warch as Executive Vice President, Effective August 1, 2022

Sachem Capital Corp., Annual General Meeting, Jul 19, 2022

Recent updates

Fourth quarter dividend of US$0.11 announced

Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

Sachem Capital Corp. Declares Quarterly Dividend, Payable on April 16, 2024

Investor sentiment deteriorates as stock falls 18%

Sachem Capital Corp. to Report Fiscal Year 2023 Results on Apr 01, 2024

Now 21% undervalued

Now 21% undervalued

Upcoming dividend of US$0.11 per share at 13% yield

Consensus EPS estimates increase by 14%

Third quarter 2023 earnings: EPS in line with analyst expectations despite revenue beat

Sachem Capital Corp. to Report Q3, 2023 Results on Nov 13, 2023

Sachem Capital Corp. Declares Quarterly Dividend, Payable on November 7, 2023

Now 21% undervalued after recent price drop

Now 22% undervalued

Now 21% undervalued

Sachem Capital Corp., Annual General Meeting, Sep 07, 2023

Sachem Capital Corp. to Report Q2, 2023 Results on Aug 14, 2023

Sachem Capital Corp. Declares Quarterly Dividend, Payable on August 11, 2023

Consensus EPS estimates fall by 12%

Now 20% undervalued after recent price drop

Sachem Capital Corp. to Report Q1, 2023 Results on May 15, 2023

Sachem Capital Corp. Announces CFO Changes

Sachem Capital Corp. to Report Q1, 2023 Results on May 15, 2023

Price target decreased by 15% to US$4.83

Full year 2022 earnings: EPS and revenues exceed analyst expectations

Sachem Capital Corp. Announces Management Transition

Upcoming dividend of US$0.13 per share

Sachem Capital Corp. Declares Quarterly Dividend, Payable on January 10, 2023

Insufficient new directors

Third quarter 2022 earnings: EPS misses analyst expectations

Investor sentiment deteriorated over the past week

Sachem Capital Corp. Declares Quarterly Dividend, Payable on November 14, 2022

Sachem Capital Corp. (NYSEAM:SACH) acquired All the business assets of Urbane New Haven, LLC for $1.1 million.

Sachem Capital Corp. (NYSEAM:SACH) announces an Equity Buyback for $7.5 million worth of its shares.

Investor sentiment deteriorated over the past week

Price target decreased to US$6.33

Consensus revenue estimates increase by 16%

Second quarter 2022 earnings released: EPS: US$0.12 (vs US$0.10 in 2Q 2021)

Sachem Capital Corp. Appoints John E. Warch as Executive Vice President, Effective August 1, 2022

Sachem Capital Corp. Declares Quarterly Dividend, Payable on July 28, 2022

Investor sentiment deteriorated over the past week

Sachem Capital Corp., Annual General Meeting, Jul 19, 2022

Investor sentiment improved over the past week

Consensus EPS estimates fall by 13%

First quarter 2022 earnings: EPS and revenues miss analyst expectations

Insufficient new directors

Consensus revenue estimates increase by 20%

Sachem Capital Corp. Announces Quarterly Dividend, Payable on April 18, 2022

Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behind

Price target increased to US$7.10

Now 21% undervalued after recent price drop

Third quarter 2021 earnings released: EPS US$0.19 (vs US$0.097 in 3Q 2020)

Second quarter 2021 earnings released: EPS US$0.10 (vs US$0.10 in 2Q 2020)

Consensus forecasts updated

First quarter 2021 earnings released: EPS US$0.099 (vs US$0.10 in 1Q 2020)

Sachem Capital Corp. Announces Impairment Loss for the First Quarter Ended March 31, 2021

Full year 2020 earnings released: EPS US$0.41 (vs US$0.32 in FY 2019)

New 90-day high: US$4.70

Shareholders Of Sachem Capital (NYSEMKT:SACH) Must Be Happy With Their 86% Return

New 90-day high: US$4.48

Revenue and earnings beat expectations

Third quarter 2020 earnings released: EPS US$0.097

New 90-day high: US$4.32

New 90-day high: US$4.00

New 90-day high - US$3.80

Analysts increase revenue estimates to US$15.2m

First half earnings released

Price target raised to US$4.63

New 90-day high - US$3.57