Velarion · Company Intelligence
Compensation Brief
Fiscal year 2023 · Filings through 2024-04-24

Landsea Homes (LSEA)

Fiscal year 2023 executive and director compensation, incentive-plan design, equity activity, and governance — every figure in this brief is traceable to its exact location in the company’s SEC filing — the document, the section, the page, and the table, linked directly.

$2,512,652
John Ho total, FY2023
CEO pay percentile vs peers
CEO-to-median pay ratio
Say-on-pay support, latest vote
Companies that benchmark against LSEA
2 companies name LSEA as a compensation peer

Each company listed discloses LSEA in its own benchmarking peer group, as disclosed in each company's most recent proxy statement within the last two proxy seasons. Two companies are therefore absent by design: one that named LSEA in an earlier year and no longer does, and one whose own most recent disclosure is older than the last two seasons.

01

Summary Compensation Table — fiscal year 2023

Named executive officerSalaryBonusStock awardsOption awardsNon-equity incentivePension / NQDCAll otherTotal
John Ho$800,000$0$0$0$1,692,000$0$20,652$2,512,652
Chief Executive Officer
Michael Forsum800,0000001,692,000014,3132,506,313
President and Chief Operating Officer
Christopher Porter470,0000299,5820522,000017,3801,308,962
Chief Financial Officer

A dash means the company reported no figure in that column; 0 means it reported zero. Figures are as printed in the filing, without adjustment.

Three-year trend — total compensation per named executive

Named executive officerFY2023 totalFY2022 totalFY2021 totalΔ FY20222023
John Ho$2,512,652$6,459,924−3,947,272
Michael Forsum2,506,3136,630,790−4,124,477
Christopher Porter1,308,962

Prior-year totals as disclosed in the corresponding proxy; deltas are computed values with the derivation shown in the register.

02

Equity transactions since the proxy statement was filed

No insider equity transactions reported since the proxy statement.

03

Grants of plan-based awards — fiscal year 2023

ExecutiveAwardGrant dateThresholdTargetGrantedMaximumGrant-date fair value
Christopher PorterPSU$299,582
03b

Vehicle mix — grant-date fair value by award type

Named executive officerTime-vested (RSU)Performance-vested (PSU)Options / SARs% performance-vested
Christopher Porter$0$299,582$0100.0%

% performance-vested = PSU grant-date fair value ÷ (RSU + PSU + Options), a computed value with the derivation shown in the register.

04

Outstanding equity awards at fiscal year-end 2023

ExecutiveAwardShares unvestedExercise priceMarket value unvested
Christopher PorterRSU18,802$247,058
Michael ForsumRSU19,858260,934
Christopher PorterRSU9,346122,806
John HoRSU124,3091,633,420
Michael ForsumRSU124,3091,633,420
John HoRSU250,0003,285,000
Michael ForsumRSU250,0003,285,000
John HoRSU21,986288,896
Christopher PorterRSU12,535164,710
Christopher PorterRSU10,514138,154
05

Incentive-plan design — the Compensation Discussion & Analysis

The goal of the Company's executive compensation program is to be competitive in order to attract and retain our executive officers while linking a significant portion of cash compensation to performance objectives and providing a portion of executive compensation as long-term incentive compensation in the form of equity awards.

CEO STI target (% of salary)
CEO LTI target (% of salary)
Independent consultantPearl Meyer
Clawback policyTrue
Anti-hedgingTrue
Anti-pledgingTrue
08

Director compensation — fiscal year 2023

DirectorCash feesStock awardsOption awardsNon-equity incentiveAll otherTotal
Bruce FrankIndependent · Lead Independent Director · Audit (Chair) · Compensation · Nominating and Governance$134,000$211,435$0$0$345,435
Qin (Joanna) ZhouIndependent · Nominating and Governance (Chair) · Executive Land106,334211,43500317,769
Thomas HartfieldIndependent · Compensation (Chair) · Nominating and Governance · Executive Land · ESG101,000211,43500312,435
Mollie FaduleIndependent · Audit · Nominating and Governance · Executive Land85,000211,43500296,435
Elias FarhatIndependent · Audit · Compensation · ESG80,001211,43500291,436
Ming (Martin) TianIndependent · Board Chair · Compensation · Nominating and Governance200,00000200,000
Susan LattmannIndependent · Departed during FY41,00095,26200136,262
Robert MillerIndependent · Departed during FY39,16595,26200134,427
John HoEmployee director · Executive Land (Chair) · ESG (Chair)00000
09

Board fee structure and ownership guideline

Annual cash retainer$70,000
Annual equity retainer$115,000
Per board meeting fee
Committee chair fees (audit / comp / nom-gov)10,000 / 8,000 / 6,000
Stock ownership guideline
09b

Total cost of the board

ComponentFY2023
Cash retainers and fees$786,500
Equity awards (grant-date value)$1,247,699
All other compensation$0
Total cost of the board$2,034,199

Computed as the sum of the director compensation table rows above; inputs and formula shown in the register.

10b

Chief executive pay against the peer group

Most recent fiscal-year chief executive compensation at each disclosed peer, taken from that company's own proxy statement.

RankCompanyFYChief executiveSalaryStock awardsOption awardsNon-equity incentiveTotal
1Landsea Homes2023John Ho$800,000$0$0$1,692,000$2,512,652

Each peer's compensation is from its most recently filed proxy; fiscal years differ by company. Each peer's figures come from its own filings; the subject company is highlighted. Peers whose chief executive compensation is outside our coverage universe are stated as such, never left blank.

11

Source register

Each figure's location is given both for the eye (section · page · table · row · column) and for a script (table/row/column index and exact character span in the filed document). Any figure can be independently confirmed against the source.

#SupportsDocumentFiledAccessionLocation in document
1Section 01, John HoDEF 14A2024-04-240001308179-24-000557Section “Summary Compensation Table” · page 29. As printed: 2,512,652. Filing ↗machine: span 507078–507087
2Section 01, Michael ForsumDEF 14A2024-04-240001308179-24-000557Section “Summary Compensation Table” · page 29. As printed: 2,506,313. Filing ↗machine: span 513892–513901
3Section 01, Christopher PorterDEF 14A2024-04-240001308179-24-000557Section “Summary Compensation Table” · page 29. As printed: 1,308,962. Filing ↗machine: span 522708–522717
4Section 03, Christopher Porter PSUDEF 14A2024-04-240001308179-24-000557Section “ALL OTHER COMPENSATION (” · grants of plan-based awards table. Filing ↗machine: t112 · r6 · c10 · span 521337–521344
5Section 08, Bruce FrankDEF 14A2024-04-240001308179-24-000557Section “Director Compensation”. As printed: 345,435. Filing ↗machine: t46 · r3 · c8 · span 335442–335449
6Section 08, Qin (Joanna) ZhouDEF 14A2024-04-240001308179-24-000557Section “Director Compensation”. As printed: 317,769. Filing ↗machine: r8 · c8 · span 344910–344917
7Section 08, Thomas HartfieldDEF 14A2024-04-240001308179-24-000557Section “Director Compensation”. As printed: 312,435. Filing ↗machine: t46 · r4 · c8 · span 337306–337313
8Section 08, Mollie FaduleDEF 14A2024-04-240001308179-24-000557Section “Director Compensation”. As printed: 296,435. Filing ↗machine: t46 · r2 · c8 · span 333583–333590
9Section 08, Elias FarhatDEF 14A2024-04-240001308179-24-000557Section “Director Compensation”. As printed: 291,436. Filing ↗machine: t46 · r1 · c8 · span 331723–331730
10Section 08, Ming (Martin) TianDEF 14A2024-04-240001308179-24-000557Section “Director Compensation”. As printed: 200,000. Filing ↗machine: r7 · c3 · span 342089–342096
11Section 08, Susan LattmannDEF 14A2024-04-240001308179-24-000557Section “Director Compensation”. As printed: 136,262. Filing ↗machine: t46 · r5 · c8 · span 339254–339261
12Section 08, Robert MillerDEF 14A2024-04-240001308179-24-000557Section “Director Compensation”. As printed: 134,427. Filing ↗machine: t46 · r6 · c8 · span 341201–341208
13Section 08, John HoDEF 14A2024-04-240001308179-24-000557Section “Director Compensation”. As printed: 0. Filing ↗
14Section 01 trend, Δ column (computed)ComputedcomputedΔ = current-FY total − prior-FY total per named officer.machine: formula: Δ = FY(n) − FY(n−1)
15Section 03b vehicle mix (computed)ComputedcomputedRSU / PSU / Options grant-date fair values summed per officer from the grants table; % performance-vested = PSU ÷ (RSU+PSU+Options).machine: formula: sums + PSU ratio
16Section 09b board cost (computed)ComputedcomputedCash 786,500 + equity 1,247,699 + all other 0 = 2,034,199, summed across the director compensation table rows.machine: formula: Σ = 2,034,199
17Landsea Homes (subject), Section 10b CEO totalDEF 14A2024-04-240001308179-24-000557CEO total compensation as printed in Landsea Homes's own proxy. As printed: 2,512,652. Filing ↗machine: span 507078–507087