RoutineMetric

NYSE & Nasdaq Board Independence & Governance Committee Screener

Statutory auditor of board independence, SEC Rule 10A-3 committee eligibility, and NYSE/Nasdaq corporate governance compliance.

1. Select Exchange Listing Guidelines

2. Add Director to Board

General Director Independence (3-Year Lookbacks)

Audit Committee Eligibility (SEC Rule 10A-3)

Board Roster & Director Breakdown (5 Directors)

Sarah Jenkins (CEO)

No Committees
Standard Independence: Not Independent
Disqualification Factors:
  • Employed by Company within 3 years

Robert Vance (Audit Chair)

Audit CommNom/Gov Comm
Standard Independence: Independent
Audit Eligibility (SEC 10A-3): Qualified
Audit Committee Financial Expert:YES

Elena Rostova (Comp Chair)

Audit CommComp Comm
Standard Independence: Independent
Audit Eligibility (SEC 10A-3): Qualified
Comp Eligibility: Qualified

David Chen (Sponsor Rep)

Comp CommNom/Gov Comm
Standard Independence: Independent
Comp Eligibility: Qualified

Marcus Thorne (Former CFO)

No Committees
Standard Independence: Not Independent
Disqualification Factors:
  • Employed by Company within 3 years
Audit Committee Financial Expert:YES

Board Independence Ratio

60%3 of 5
Majority Independent

NYSE Section 303A.01 requires that a majority of the board of directors be independent.

Compliance Audit Checklist

Board Majority Independence

Board meets the regulatory majority threshold.

Audit Committee Composition

  • Contains at least 3 members (Current: 2)
  • 100% Eligible under SEC 10A-3
  • At least 1 Financial Expert (Current: 1)
  • 100% Financially Literate

Compensation Committee

  • Size: at least 3 (Current: 2)
  • 100% Independent & eligible

Nominating Committee

  • Size: at least 2 members (Current: 2)
  • 100% Independent (Current: 2)

Board Compliance Audit Memorandum (Statutory Report)

Draft memorandum for the Nominating and Corporate Governance Committee. Fits standard letter format when printing.

To:Nominating and Corporate Governance Committee / General Counsel
From:RoutineMetric Automated GRC Audit System
Date:September 16, 2026
Subject:Statutory Board & Committee Independence Audit under NYSE Section 303A

1. Executive Summary

An independent audit of the current board structure of the Corporation was conducted using the listing standards of the New York Stock Exchange (NYSE), specifically taking into account standard 3-year lookback periods and statutory fiduciary criteria set forth under SEC Rule 10A-3.

The current board comprises 5 directors, of which 3 are classified as Independent and 2 are classified as Non-Independent, yielding a board independence ratio of 60%.

2. Board Majority Compliance Status

PASSED: Majority Independent Board. The current board meets the core requirement that more than 50% of directors must be independent under NYSE Section 303A.01.

3. Standing Committee Audit Analysis

A. Audit Committee Status: NON-COMPLIANT

The Audit Committee currently has 2 members.

  • Required Size: Minimum of 3 members. VIOLATION (Under Quorum).
  • Independence: 100% independent under SEC Rule 10A-3. Satisfied.
  • Financial Expert: At least 1 financial expert. Satisfied (1 expert).
  • Financial Literacy: 100% financial literacy. Satisfied.
B. Compensation Committee Status: NON-COMPLIANT

The Compensation Committee currently has 2 members. NYSE requires a 3-member minimum standard, while Nasdaq requires a 2-member minimum.

  • Required Size: Minimum of 3. VIOLATION (Under Quorum).
  • Independence: 100% independent. Satisfied.
C. Nominating and Corporate Governance Committee Status: COMPLIANT

The Nominating Committee currently has 2 members. Standard industry guidelines mandate a minimum of 2 members.

  • Required Size: Minimum of 2. Satisfied.
  • Independence: 100% independent. Satisfied.

4. Actionable Remediation & Counsel Notes

Immediate Corporate GRC To-Do List:
  1. Audit Committee Quorum: Assign qualified independent directors to the Audit Committee to satisfy the 3-member quorum statutory requirement under NYSE Section 303A.07 / Nasdaq Rule 5605(c)(2).
  2. Compensation Committee Restructure: Ensure the Compensation Committee is composed solely of independent directors and meets the exchange's minimum size requirements.
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Understanding Board Independence & Committee Composition Rules (2026)

For publicly listed companies on the **New York Stock Exchange (NYSE)** or **Nasdaq**, maintaining an independent board of directors is not just a best practice in corporate governance—it is a strict legal requirement. These rules are designed to prevent conflicts of interest, protect minority stockholders, and ensure robust financial oversight.

1. Standard Independence vs. 3-Year Lookbacks

Both the NYSE Listed Company Manual Section 303A and Nasdaq Listing Rule Section 5605 start with a subjective test: the board must affirmatively determine that the director has **no material relationship** with the company. In addition, there are several bright-line, objective disqualifications that are subject to a **strict 3-year lookback period**:

  • Employment: The director cannot have been an employee, and an immediate family member cannot have been an executive officer, of the company within the past 3 years.
  • Direct Compensation: A director cannot have received more than $120,000 in direct compensation in any 12-month period in the last 3 years (excluding board fees, non-executive family salary, and standard pension benefits).
  • Auditor Relationships: A director who was (or has a family member who was) a partner or employee of the external or internal auditing firm who personally worked on the company's audit is disqualified for 3 years.
  • Interlocking Directorates: A director cannot serve on the board if an executive officer of the listed company serves on the compensation committee of the other company where the director is employed.
  • Commercial Transactions: Lookbacks apply if a director is a current employee or a partner of a supplier or customer whose payments to or from the company exceed the greater of $1 million or 2% of consolidated gross revenues (NYSE) or the greater of $200,000 or 5% of consolidated gross revenues (Nasdaq).

2. SEC Rule 10A-3 and the Audit Committee Gate

Under Section 301 of the Sarbanes-Oxley Act of 2002 and **SEC Rule 10A-3**, audit committee members are held to a much higher standard of independence. There is a **double lock** on audit committee eligibility:

  1. No Compensatory Fees: Audit committee members are absolutely prohibited from receiving, directly or indirectly, any consulting, advisory, or other compensatory fee from the company or its subsidiaries, other than standard director compensation. This rules out law firm partners, advisory consultants, and banking fees.
  2. No Affiliates:Audit committee members cannot be an "affiliated person" of the company. In practice, this means they cannot own or control >10% of any class of voting securities, or serve as an executive officer or general partner of an affiliate.

3. Committee Quorum & Core Composition Quotas

In addition to individual eligibility, exchanges mandate committee-level quotas to guarantee sufficient oversight:

  • Audit Committee: Must have at least **3 members**, all of whom must be independent under SEC Rule 10A-3. All members must be **financially literate** (able to read financial statements), and at least one member must meet the criteria of an **Audit Committee Financial Expert**.
  • Compensation Committee: NYSE requires a fully independent committee of at least 3 members (under Section 303A.05), while Nasdaq requires at least **2 independent members** (Rule 5605(d)(2)). In both cases, the board must specifically analyze source of compensation and affiliate ties to ensure no disqualifying conflicts.
  • Nominating/Governance Committee: Fully independent for NYSE listed companies. For Nasdaq, nominations must be selected either by an independent nominating committee or by a majority of independent directors in executive session.
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