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Sunlight Financial Holdings Management
Management criteria checks 3/4
Sunlight Financial Holdings' CEO is Matt Potere, appointed in Sep 2015, has a tenure of 8.25 years. total yearly compensation is $418.44K, comprised of 93.7% salary and 6.3% bonuses, including company stock and options. directly owns 0.36% of the company’s shares, worth $267.46. The average tenure of the management team and the board of directors is 7.2 years and 2.9 years respectively.
Key information
Matt Potere
Chief executive officer
US$418.4k
Total compensation
| CEO salary percentage | 93.7% |
| CEO tenure | 8.3yrs |
| CEO ownership | 0.4% |
| Management average tenure | 7.2yrs |
| Board average tenure | 2.9yrs |
Recent management updates
Recent updates
Sunlight Financial Holdings Inc. (NYSE:SUNL) Not Doing Enough For Some Investors As Its Shares Slump 26%
Apr 18
Sunlight Financial HoldingsEPS of -$3.16, revenue of $33.26M beats by $2.83M
Nov 14Sunlight Financial: Challenging Times
Oct 13Sunlight Financial stock tumbles 15% postmarket after FY guidance withdrawn
Sep 28Sizing Up Sunlight Financial Holdings
Nov 03CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Jun 30 2023 | n/a | n/a | -US$383m |
| Mar 31 2023 | n/a | n/a | -US$324m |
| Dec 31 2022 | US$418k | US$392k | -US$315m |
| Sep 30 2022 | n/a | n/a | -US$419m |
| Jun 30 2022 | n/a | n/a | -US$168m |
| Mar 31 2022 | n/a | n/a | -US$175m |
| Dec 31 2021 | US$7m | US$300k | -US$159m |
| Sep 30 2021 | n/a | n/a | -US$4m |
| Jun 30 2021 | n/a | n/a | US$11m |
| Mar 31 2021 | n/a | n/a | US$13m |
| Dec 31 2020 | US$561k | US$300k | US$11m |
Compensation vs Market: Matt's total compensation ($USD418.44K) is below average for companies of similar size in the US market ($USD740.57K).
Compensation vs Earnings: Matt's compensation has been consistent with company performance over the past year.
CEO
Matt Potere (48 yo)
8.3yrs
Tenure
US$418,443
Compensation
Mr. Matthew R. Potere, also Known as Matt, has been Chief Executive Officer and Director of Sunlight Financial Holdings Inc. since September 22, 2015. Prior to Sunlight, Mr. Potere served as a Senior Vice...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 8.3yrs | US$418.44k | 0.36% $ 267.5 | |
| Executive VP & COO | 7.5yrs | US$331.28k | 0.093% $ 69.5 | |
| Executive VP & Chief Information Officer | 6.9yrs | US$320.06k | 0.048% $ 36.2 | |
| Executive VP & CFO | 1.7yrs | no data | 0.084% $ 62.5 | |
| Head of Business Development & Marketing | no data | no data | no data | |
| Head of Home Improvement Sales | no data | no data | no data |
7.2yrs
Average Tenure
50.5yo
Average Age
Experienced Management: SUNL.Q's management team is seasoned and experienced (7.2 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 8.3yrs | US$418.44k | 0.36% $ 267.5 | |
| Director | 5.9yrs | US$50.00k | no data | |
| Chairman of the Board | 8.9yrs | US$50.00k | no data | |
| Independent Director | 2.9yrs | US$195.00k | 0.048% $ 35.5 | |
| Director | less than a year | no data | no data | |
| Independent Director | 2.9yrs | US$190.00k | 0.048% $ 35.5 | |
| Lead Independent Director | 2.9yrs | US$207.50k | 0.048% $ 35.5 | |
| Independent Director | 2.9yrs | US$195.00k | 0.048% $ 35.5 | |
| Independent Director | 2.9yrs | US$190.00k | 0.048% $ 35.5 | |
| Independent Director | 2.9yrs | US$187.50k | 0.048% $ 35.5 |
2.9yrs
Average Tenure
55yo
Average Age
Experienced Board: SUNL.Q's board of directors are not considered experienced ( 2.9 years average tenure), which suggests a new board.
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2023/12/12 07:37 |
| End of Day Share Price | 2023/12/11 00:00 |
| Earnings | 2023/06/30 |
| Annual Earnings | 2022/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.
Analysis Model and Snowflake
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Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
Sunlight Financial Holdings Inc. is covered by 6 analysts. of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Moses Sutton | Barclays |
| Arren Cyganovich | Citigroup Inc |
| Maheep Mandloi | Credit Suisse |