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David Spence

Chief Product Officer at APPLIED ENERGETICS
Executive

About David Spence

David Spence, age 59, was appointed Chief Product Officer of Applied Energetics (AERG) effective October 3, 2025 . He holds a Ph.D. in Laser Physics from the University of St. Andrews and a B.Sc. in Physics (First Class Honors) from the University of Stirling . Spence brings 25+ years of advanced laser technology experience, including leadership roles at Spectra-Physics, Newport Corporation, and MKS Instruments; he is an Optica Fellow with over a dozen issued patents and numerous publications . His remit is end-to-end product strategy and execution to deliver mission-critical defense technologies, aligning product roadmaps with regulatory standards and customer needs while driving IP development and TRL maturation for DoD validation and commercial scaling .

Past Roles

OrganizationRoleYearsStrategic Impact
Spectra-PhysicsLeadership roles (laser technologies) Not disclosedLed teams developing next-gen ultrashort pulse laser systems and nonlinear optical solutions
Newport CorporationLeadership roles (laser technologies) Not disclosedDrove advanced laser commercialization across industrial/scientific/defense markets
MKS InstrumentsSenior Engineering Manager, Advanced Technology Development Group Not disclosedDirected cross-functional teams on USP laser systems, nonlinear optics, DPSS amplifiers

External Roles

OrganizationRoleYearsNotes/Impact
OpticaFellow Not disclosedProfessional recognition; contributions to optical science community
Patents/PublicationsInventor/Author Not disclosedOver a dozen issued patents and numerous scientific publications

Fixed Compensation

ComponentTerms
Base salary$250,000 per annum, paid no less frequently than semi‑monthly
Annual bonus eligibilityDiscretionary bonus within 60 days after year‑end; commencing in 2026, bonus (cash or stock) determined by Board, with Spence abstaining
BenefitsStandard company benefits; benefits equal or better to those provided as of agreement date; eligible expense reimbursement per policy
RelocationMoving allowance as part of employment agreement

Performance Compensation

IncentiveMetricWeightingTargetActualPayoutVesting
Annual bonusDiscretionary (Board‑determined) Not disclosedNot disclosedNot disclosedCash or stock N/A
Equity optionsTime‑based; no performance metrics (four equal annual installments) N/AN/AN/AN/AFirst vesting on 1‑year anniversary; then annually through year 4

Equity Ownership & Alignment

InstrumentGrant DateQuantityExercise PriceVesting ScheduleExpirationPlan/Agreement
Incentive Stock OptionsOct 3, 2025 500,000 $1.71 per share Four equal annual installments commencing on first anniversary of grant 10‑year term (Oct 3, 2035, derived) Company’s 2018 Stock Incentive Plan; standard ISO agreement
  • Direct/indirect share ownership: Not disclosed in filings to date for Spence as of appointment .
  • RSUs/PSUs: None disclosed for Spence .
  • Pledging/hedging: Not disclosed.
  • Ownership guidelines: Not disclosed.

Employment Terms

TermProvision
PositionChief Product Officer; duties set by Board/management consistent with role
Contract termInitial 3 years; auto‑renews for successive 1‑year periods
LocationPrincipal place of employment: Tucson, Arizona; secure NIST‑compliant connection for offsite work; travel as required
Termination (no cause/good reason)Either party may terminate without cause or good reason on 90 days’ prior written notice ; Good Reason includes material breach, material change to duties/title, reduction in comp/benefits (absent mutual agreement or broad management restructuring), or insolvency/shell status
Severance economicsUpon termination by Spence for Good Reason or by Company without cause: pay unpaid base compensation, pro rata unpaid bonus, and any unpaid expenses due as of termination
Confidentiality/IPConfidential information protections and related IP provisions included
Equity planOptions issued under the Company’s 2018 Incentive Stock Plan
Governance contextAs of the latest proxy, the full Board fulfills committee functions; no standing compensation committee currently

Compensation Structure Analysis

  • Time‑based options with four annual tranches emphasize retention rather than near‑term performance linkage; absence of PSU/metric‑based vesting for Spence reduces immediate performance alignment but aligns with long‑dated product roadmaps typical in defense/USPL .
  • Discretionary bonus structure (cash or stock) affords Board flexibility; no disclosed target bonus percentage or hard performance metrics for Spence .
  • Severance terms are minimal (unpaid base comp and pro rata bonus/expenses), with Good Reason protections; no separate change‑of‑control multiples or acceleration terms disclosed for Spence .

Risk Indicators & Red Flags

  • Committee structure: absence of a standing compensation committee could reduce formalized pay‑for‑performance oversight versus larger‑cap peers .
  • Form 4 timing issues noted for other executives (Donaghey and Quarles) in 2024; no such disclosure for Spence to date .
  • No disclosures of pledging/hedging, tax gross‑ups, or option repricings for Spence in the appointment 8‑K .

Investment Implications

  • Retention and supply of future shares: Spence’s four annual vesting tranches starting Oct 3, 2026 create predictable potential future option exercises; while not immediate selling pressure, investors should monitor annual vesting dates for Form 4 activity and potential dilution at exercise price $1.71 .
  • Alignment vs. performance: Time‑based ISOs at fair‑market exercise price support retention and long‑term value creation in multi‑year product cycles; however, lack of explicit performance metrics or PSU‑style awards may limit direct pay‑for‑performance alignment in the near term .
  • Governance oversight: With committee functions handled by the full Board, the compensation framework is flexible but less formalized; as AERG scales, introduction of a compensation committee could strengthen metric‑driven incentive design and improve investor confidence .