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James L. Herman

Vice President Trade and Distribution at CUMBERLAND PHARMACEUTICALS
Executive

About James L. Herman

James L. Herman, 70, serves as Vice President Trade and Distribution (and was a Named Executive Officer in 2024 as Executive Vice President National Accounts and Corporate Compliance Officer). He oversees national accounts sales (wholesalers, retail chains, managed care, federal accounts) and corporate compliance; he joined Cumberland in 2003 and has 30+ years of pharmaceutical industry experience. He holds a B.S. from Indiana University and an M.B.A. from Cardinal Stritch University . Company performance context during 2020–2024: Cumberland’s Total Shareholder Return ranged from 57.28 to 90.68 (index points), Adjusted Diluted EBITDA per share ranged from 0.01 to 0.48, and net loss ranged from $(3,339)K to $(6,480)K; TSR rose 32.3% in 2024 year-over-year while adjusted EBITDA per share fell 98.0% .

Past Roles

OrganizationRoleYearsStrategic Impact
Solvay PharmaceuticalsDirector of Managed Care; Director of Trade Affairs and Customer ServiceLed managed care and trade/customer service functions, relevant to payer and distribution relationships
Schwarz PharmaNational sales leadership positions in National Accounts and Managed CareDirected national accounts and managed care sales, strengthening commercial access and contracting

Fixed Compensation

MetricFY 2022FY 2023FY 2024
Base Salary ($)$292,000 $310,000 $310,000
Annual Cash Bonus ($)$60,000 $60,000 $30,000
Stock Awards (Fair Value, $)
Option Awards (Fair Value, $)$15,540 $7,880 $6,840
Nonqualified Deferred Compensation Additions ($)$20,000 $20,000
All Other Compensation ($)$648 $2,269 $2,269
Total ($)$388,188 $400,149 $349,109

Performance Compensation

Annual Incentive Structure

  • Program is discretionary, benchmarked to market via Radford Global Life Sciences Survey; payouts consider corporate and individual objectives rather than formulaic weightings or preset targets .
  • Company prioritized financial measures in 2024 linking pay vs performance: Net Revenue, Cash Flow from Operations, EPS before EBITDA, Adjusted Earnings .
  • 2024 cash bonus paid to Herman: $30,000 .
MetricWeightingTargetActualPayoutVesting
Discretionary (corporate and individual objectives; market benchmarking) Not disclosed Not disclosed See 2024 achievements (distribution continuity; improved Sancuso contracts; compliance serialization) $30,000 (2024) N/A

Equity Incentives (Stock Options)

  • Plan: 2007 Long‑Term Incentive Compensation Plan (ISOs; SARs; restricted stock; performance shares); change‑of‑control accelerates exercisability/restrictions; 2024 executive ISOs generally vest on the fourth anniversary of grant (company-level policy) .
  • Herman’s outstanding and historical ISO grants:
Grant DateTypeSharesStrike ($/sh)ExpirationVesting
03/17/2021ISO3,000 3.22 03/17/2031 100% on 03/17/2025
03/16/2022ISO3,000 2.59 03/16/2032 100% on 03/16/2026
03/16/2022ISO3,000 2.59 03/16/2032 100% on 03/16/2026
03/24/2023ISO3,000 1.97 03/24/2033 100% on 03/24/2027
03/25/2024ISO4,000 1.71 03/25/2034 100% on 03/25/2029

Option exercises and stock vesting in 2024:

  • Options exercised: none
  • Shares vested: 2,814; value realized $5,093

Equity Ownership & Alignment

ItemValue
Beneficial Ownership (Shares)41,255
Ownership (% of outstanding)0.30% (based on 13,936,854 shares outstanding)
Rights to acquire shares (within beneficial ownership tally)Includes 3,000 shares via incentive stock options upon vesting
Vested vs Unvested BreakdownNot disclosed (option schedule provided; vest dates above)
Options Outstanding DetailSee Performance Compensation table (grants and expirations)
Shares Pledged as CollateralNone (for directors and NEOs)
Hedging PolicyCompany currently does not prohibit hedging by executives/directors
Stock Ownership GuidelinesNot disclosed in proxy

Employment Terms

ProvisionTerms
Agreement TypeAnnual employment agreements; employees eligible for discretionary bonus programs approved by Board
At‑Will EmploymentYes; terminable by either party at any time, with or without notice or cause
SeveranceNo severance for termination for cause; no severance for death or permanent disability; agreements do not contain termination or change‑in‑control severance provisions
Non‑Compete1 year post‑employment; release possible upon disclosure and Company approval
Non‑Solicit (Business)1 year post‑employment (customers, partners, prospects)
Non‑Solicit (Employees)Prohibits soliciting Company employees post‑employment
Confidentiality/IPConfidentiality obligations; Company ownership of discoveries/improvements
Change‑of‑Control (Equity)Under 2007 Plan, upon change‑of‑control: options become fully exercisable; restrictions/conditions on other incentives deemed terminated/satisfied
ClawbackNot disclosed
PerquisitesGenerally none
Insider Trading PolicyPolicy exists; prohibits trading on material nonpublic information; filed as Exhibit 19.1 to 2024 Form 10‑K
Deferred CompensationNon‑qualified defined contribution SERP (Summit Program); vesting occurs at earlier of 60 months & age 65 or 120 months; Herman 2024 executive contributions $30,961; aggregate balance $616,380

Company Performance Context (Recent Five Years)

MetricFY 2020FY 2021FY 2022FY 2023FY 2024
Cumberland TSR (index points)57.28 90.68 43.69 34.79 46.02
Peer Group TSR (index points)69.83 72.08 49.26 43.06 61.52
Net Income (Loss) ($000s)(3,339) (3,508) (5,517) (6,279) (6,480)
Adjusted Diluted EBITDA per Share ($)0.40 0.45 0.24 0.48 0.01

Notes: 2024 TSR +32.3% YoY; adjusted EBITDA/share −98.0% YoY; company cites measures linking pay to performance and provides narrative on pay-versus-performance relationships .

Additional Governance and Compensation Context

  • 2024 NEOs: A.J. Kazimi (CEO), James L. Herman (Executive Vice President National Accounts & Corporate Compliance Officer), Todd M. Anthony, Christopher T. Bitterman, John M. Hamm (CFO) .
  • Compensation Committee (independent): Joseph C. Galante (Chair), Caroline R. Young, Gordon R. Bernard; uses Radford survey data; designs programs to mitigate excessive risk .
  • Say‑on‑Pay: Shareholders approved NEO compensation at 2023 annual meeting; triennial advisory vote cadence, next scheduled for 2026 .
  • Compensation/TSR Peer Group for pay-versus-performance: Avadel Pharmaceuticals plc, Harrow Health, Eagle Pharmaceuticals, Assertio Holdings, HLS Therapeutics, EyePoint Pharmaceuticals, Eton Pharmaceuticals, Theratechnologies, Talphera; Acorda Therapeutics removed after bankruptcy/delisting .

Investment Implications

  • Alignment: Herman’s direct ownership is modest at 0.30% with no pledged shares; hedging by executives is currently not prohibited by policy, which can dilute alignment versus shareholders .
  • Retention and selling pressure: Option grants are relatively small and have long-dated expirations with single date vesting; 2024 grant vests fully in 2029, creating retention hooks but also potential future selling pressure at vest points; he realized $5,093 on 2,814 shares vesting in 2024 and did not exercise options, suggesting limited near-term liquidity events .
  • Contract risk: At‑will employment with no severance or change‑in‑control severance reduces golden‑parachute risk; however, equity accelerates on change‑of‑control under the 2007 Plan, which can create deal‑related realizations; standard one‑year non‑compete/non‑solicit provisions support post‑termination protection .
  • Performance linkage: Bonuses are discretionary and benchmarked, tied to corporate/individual results without formulaic metrics/weights; company identifies financial measures (Net Revenue, CFO, EPS before EBITDA, Adjusted Earnings) but 2024 adjusted EBITDA per share fell sharply, limiting tight pay-for-performance linkage; Herman’s 2024 bonus was reduced to $30K vs $60K prior years, consistent with mixed performance .

Overall, Herman’s incentives combine modest cash bonuses and small ISOs with long vesting; limited ownership and permissive hedging modestly weaken alignment, while at‑will agreements with no severance and equity acceleration on change‑of‑control shape deal incentives and retention dynamics .