TRUSTCO BANK CORP (TRST)

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2026 Annual Meeting Analysis

TRUSTCO BANK CORP · Meeting: May 19, 2026

Policy v1.2high confidenceView Filing ↗
For informational purposes only. This AI-generated analysis applies a published voting policy to publicly available proxy filings. It does not constitute investment advice, proxy voting advice, or a solicitation of any kind. AI analysis may be incomplete or inaccurate — always review the actual filing and make your own independent decision.

Directors FOR

9

Directors AGAINST

0

Say on Pay

FOR

Auditor

FOR

Director Elections

Election of Directors

9 FOR
✓ FOR
Steffani Cotugno, DO

Director since 2023 (within 24-month exemption window), no overboarding, attended all meetings, and brings relevant community business experience; TSR trigger does not apply given her recent appointment and TRST's strong outperformance of QABA (3-year gap +8.4pp vs. 65pp threshold).

✓ FOR
Brian C. Flynn

Director since 2016 with extensive banking and accounting expertise, designated audit committee financial expert, no overboarding, attended all meetings, and TRST's 3-year TSR outperforms QABA by +8.4pp — well below the 65pp threshold required to trigger an AGAINST vote.

✓ FOR
Lisa M. Lucarelli

Lead Independent Director since 2017, relevant real estate and business experience, no overboarding, attended all meetings, and TRST's 3-year TSR outperforms QABA — TSR trigger does not fire.

✓ FOR
Thomas O. Maggs

Director since 2005 with entrepreneurial and business strategy experience, no overboarding, attended all meetings, and TRST's strong 3-year TSR relative to QABA (gap +8.4pp vs. 65pp threshold) means no TSR trigger applies.

✓ FOR
Anthony J. Marinello, MD, PhD

Director since 1995 with healthcare executive experience, no overboarding, attended all meetings, and TRST's 3-year TSR outperforms QABA — the 65pp underperformance threshold required to trigger an AGAINST vote is not met.

✓ FOR
Robert J. McCormick

CEO and Chairman since 2005 classified as non-independent, no overboarding, attended all meetings, and TRST's 3-year TSR of +58.2% outperforms QABA by +8.4pp — far below the 65pp threshold required to trigger an AGAINST vote for a director with strong positive absolute TSR.

✓ FOR
Curtis N. Powell

Director since 2021 with human capital and risk management experience, no overboarding, attended all meetings, and TRST's 3-year TSR outperforms QABA — TSR trigger does not apply.

✓ FOR
Kimberly A. Russell

Director since 2020 with retail and branding experience, no overboarding, attended all meetings, and TRST's 3-year TSR outperforms QABA — the 65pp underperformance threshold is not met.

✓ FOR
Frank B. Silverman

Director since 2020 with real estate development experience relevant to TrustCo's mortgage-focused business, no overboarding, attended all meetings, and TRST's 3-year TSR outperforms QABA — TSR trigger does not fire.

All nine director nominees receive a FOR vote. TRST's 3-year price return of +58.2% outperforms the QABA community bank benchmark by +8.4 percentage points, well below the 65pp underperformance threshold required to trigger AGAINST votes for a company with strong positive absolute TSR. No director is overboarded, all attended 100% of meetings, the board has a designated audit committee financial expert (Flynn), and independence requirements are satisfied. Robert McCormick's familial relationships with two employees (a first cousin and a niece-in-law) are noted, but neither holds a senior management role that would make the relationship a material governance concern under the policy.

Say on Pay

✓ FOR

CEO

Robert J. McCormick

Total Comp

$3,646,851

Prior Support

78%%

CEO Robert McCormick's total reported compensation of approximately $3.65 million is reasonable for a community bank CEO at TrustCo's market cap of roughly $800 million. Prior-year say-on-pay support was 78%, above the 70% threshold that would require a response, and the company conducted extensive shareholder outreach with all engaging shareholders expressing support for the program. The pay structure is well-designed: at least 60% of compensation is variable and performance-linked (annual cash incentive tied to ROAA, efficiency ratio, EPS, and net charge-offs; long-term equity awards split 60% performance-based stock awards tied to three-year relative ROAE and 40% time-vested restricted stock units), and TRST's strong 2025 results — net income up 25%, EPS up 26.5%, and 29% total shareholder return — demonstrate that above-target incentive payouts were earned. The company also maintains a robust clawback policy and prohibits hedging and pledging, reflecting good compensation governance practices.

Auditor Ratification

✓ FOR

Auditor

Crowe LLP

Tenure

N/A

Audit Fees

$769,650

Non-Audit Fees

$122,719

Non-audit fees (tax services of $122,719) represent approximately 16% of audit fees ($769,650), well below the 50% threshold that would raise independence concerns; auditor tenure is not disclosed so no tenure trigger can fire; no material restatements are noted; and Crowe LLP is a large national firm appropriate for a company of TrustCo's size and complexity.

Overall Assessment

TrustCo's 2026 annual meeting presents a clean ballot with no material governance concerns: all nine director nominees receive FOR votes supported by strong stock performance relative to the QABA community bank benchmark, the auditor ratification passes easily with a 16% non-audit fee ratio well below the 50% threshold, and the say-on-pay vote earns a FOR based on a well-structured performance-linked pay program, strong 2025 financial results, and prior-year shareholder support of 78%. The equity plan amendment (Proposal 2) is not evaluated as this proposal type falls outside the current scope of this policy.

Filing date: April 1, 2026·Policy v1.2·high confidence

Compensation Peer Group

20 companies disclosed in 2026 proxy filing

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CARECarter Bancshares, Inc.
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FISIFinancial Institutions Inc.
FNBTFineMark Holdings, Inc.
FCFFirst Commonwealth Financial
FCNCAFirst Community Bancshares, Inc.
FFICFlushing Financial Corp.
HONEHarborOne Bancorp Inc
HTBIHomeTrust Bancshares
KRNYKearny Financial Corp
MPBMid Penn Bancorp
NBTBNBT Bancorp Inc.
NFBKNorthfield Bancorp
STBAS&T Bancorp
TMPTompkins Financial Corporation
UVSPUnivest Financial Corp.