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Sandra Van Trease

About Sandra A. Van Trease

Sandra A. Van Trease (age 64) has served on EFSC’s Board since 2005. She is a former Group President of BJC HealthCare (2004–July 2020) and previously CEO of UNICARE (a WellPoint unit, 2002–2004) and President/CFO/COO of RightChoice (NYSE: RIT) (2000–2002). She holds an MBA and is a non‑practicing CPA and CMA, and has chaired audit and HSSE committees at Peabody Energy, bringing deep financial, operational, and governance expertise to EFSC’s Board .

Past Roles

OrganizationRoleTenureCommittees/Impact
BJC HealthCare (largest healthcare institution in St. Louis)Group President2004–Jul 2020Senior operating leadership in complex health system
UNICARE (WellPoint Inc. operating unit)President & CEO2002–2004Led payor operations
RightChoice (NYSE: RIT)President; CFO; COO2000–2002Financial and operational leadership in public insurer

External Roles

OrganizationRoleTenureCommittees/Impact
QuikTrip Corporation (private)Director; Audit Committee member since June 2022; Chair of MedWise Committee2022–present; MedWise Chair since Dec 2024Audit oversight; health services governance (MedWise)
Drury Development Corporation (private)Director; Audit Committee ChairN/AAudit leadership
University of Health Sciences & PharmacyDirectorN/AHigher education governance
Peabody Energy (NYSE: BTU)Former Director; Chair of Audit; Chair of Health, Safety, Security & EnvironmentalPrior yearsLed board oversight of audit and safety functions
Vizient Mid‑America; National Association of ACOsFormer DirectorPrior yearsIndustry collaboration and oversight

Board Governance

  • Independence: EFSC determines all director nominees other than CEO James Lally to be independent under Nasdaq Rule 5605(a)(2) .
  • Committee memberships and chair roles:
    • Nominating & Governance Committee: Chair (2023, 2024) — 4 meetings in 2023; 6 meetings in 2024 .
    • Audit Committee: Member; designated audit committee financial expert (2023, 2024) — 5 meetings each year .
    • Executive Committee: Member — met 1 time in 2023 and 1 time in 2024 .
    • Compensation/Human Capital Committee: Member; appears on Compensation Committee Report (2023) and Human Capital & Compensation Committee Report (2025) .
  • Attendance: Board met 7 times in 2023 and 6 times in 2024; all incumbent directors attended at least 75% of Board and applicable committee meetings in both years .
  • Leadership structure: Independent Chairperson (Michael A. DeCola since May 2023); executive sessions presided over by the Chair .

Fixed Compensation

YearCash Fees ($)Stock Awards ($)Total ($)
202332 148,468 148,500
20246 137,494 137,500
  • Program design: Non‑employee directors receive an annual retainer ($110,000 in 2023 and 2024; $180,000 for Board Chair) with a minimum of ~$60,000 paid in EFSC shares unless 100% stock is elected; shares are fully vested on grant .
  • Committee retainers (per committee, per year): Audit/Risk Chair $18,000; Compensation/Nominating Chair $15,000; non‑chair Audit/Risk $7,500; non‑chair Compensation/Nominating $5,000; January–June 2023 meeting fees: $1,250 per Board meeting, $1,000 per committee meeting for non‑chairs .

Performance Compensation

  • EFSC’s director program provides cash retainers and fully vested stock awards; the director compensation disclosure does not include stock options, PSUs, or performance‑conditioned equity for directors . | Element | Disclosure | |---|---| | Equity grant type | Fully vested EFSC common stock upon grant | | Options to directors | Not included in director compensation tables | | Performance‑vested equity to directors | Not included in director compensation tables |

Other Directorships & Interlocks

CompanyPublic/PrivateRoleCommittee/Notes
Peabody Energy (BTU)PublicFormer DirectorChaired Audit; Chaired HSSE Committee
QuikTrip CorporationPrivateDirectorAudit Committee member since June 2022; MedWise Committee Chair since Dec 2024
Drury Development CorporationPrivateDirectorAudit Committee Chair
University of Health Sciences & PharmacyNon‑profitDirectorN/A
Vizient Mid‑America; National Association of ACOsNon‑profit/industryFormer DirectorN/A

Expertise & Qualifications

  • MBA; non‑practicing CPA and CMA — strong accounting and financial oversight credentials .
  • Identified by EFSC as an “audit committee financial expert” and “financially sophisticated” under Nasdaq Rule 5605(c) .
  • Senior operating experience across healthcare payer/provider ecosystems and public company board leadership (Peabody) .

Equity Ownership

HolderCommon Shares (2024)%Common Shares (2025)%
Sandra A. Van Trease53,823 <1% 56,864 <1%
  • Ownership guidelines: Non‑employee directors must hold 5x cash retainer ($50,000); hedging and pledging are prohibited under EFSC’s Insider Trading Policy .

Governance Assessment

  • Strengths: Long‑tenured independent director (since 2005) with audit chair experience at a public company; designated audit committee financial expert at EFSC; chairs Nominating & Governance, signaling influence over board composition and governance practices; consistently meets attendance thresholds .
  • Alignment signals: Elects to take nearly all compensation in stock (minimal cash due to fractional shares), supporting investor alignment; EFSC imposes stock ownership guidelines and prohibits hedging/pledging .
  • Potential risks/considerations: Long tenure warrants continued monitoring for independence and refreshment; no specific related‑party transactions are flagged, and EFSC’s Audit Committee reviews/approves RPTs per policy — keep oversight focus given her multiple external board roles in private companies that could be bank clients (no transactions disclosed) .

Board Governance (Detail)

YearCommitteeRoleMeetings
2023Nominating & GovernanceChair4
2023AuditMember; Financial Expert5
2023ExecutiveMember1
2023CompensationMember5 (committee overall)
2024Nominating & GovernanceChair6
2024AuditMember; Financial Expert5
2024ExecutiveMember1
2024BoardDirectorBoard met 6 times; ≥75% attendance (all directors)

Independence confirmation: EFSC classifies all director nominees other than CEO as independent in 2024 and 2025 .
Executive sessions occur and are presided over by the independent Chair .

Director Compensation Structure

Component20232024
Annual retainer (non‑employee directors)$110,000 $110,000
Chair of Board retainer$180,000 $180,000
Committee Chair (Audit/Risk)$18,000 each $18,000 each
Committee Chair (Comp/Nominating)$15,000 each $15,000 each
Non‑chair Committee Member (Audit/Risk)$7,500 each $7,500 each
Non‑chair Committee Member (Comp/Nominating)$5,000 each $5,000 each
Meeting fees (Jan–Jun 2023)Board $1,250; Committee $1,000 (non‑chair) N/A
Equity deliveryMinimum ~$60,000 in EFSC shares; can elect 100% in shares; fully vested on grant Same; fully vested on grant

Related‑Party Transactions & Conflicts

  • EFSC policy: Audit Committee reviews related‑party transactions under Item 404 of Regulation S‑K; loans/investments to related persons are made on substantially the same terms as to non‑related parties, with no unfavorable features and within normal collectability risk .
  • Disclosures: No transactions specific to Ms. Van Trease are disclosed in the latest proxy .

Say‑on‑Pay, Ownership Guidelines, and ESG Oversight

  • Ownership guidelines and hedging/pledging prohibitions apply to directors; non‑employee directors: 5x cash retainer ($50,000) .
  • ESG oversight: Risk Committee oversees ESG risk; Compensation Committee advances ESG goals through compensation arrangements (executive program) .