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James Hartlieb

President & CEO – First Business Bank at FIRST BUSINESS FINANCIAL SERVICES
Executive

About James Hartlieb

James E. Hartlieb is President and CEO of First Business Bank (FBB), the wholly owned bank subsidiary of First Business Financial Services, Inc. (FBIZ). He is 54 years old, has over 30 years of financial services experience, joined FBB in 2009, became President in 2015, and was appointed CEO and a director of FBB in January 2023 after serving as Regional President at AMCORE Bank (1998–2009) . Company performance under the current leadership team delivered strong 2024 results: net income of $43.4 million (EPS $5.20, up 20.1% YoY), efficiency ratio 60.61%, and tangible book value per share up 15% YoY; the Bank’s five‑year cumulative TSR was 102% versus 24% for the peer median .

Past Roles

OrganizationRoleYearsStrategic Impact
First Business BankCEO and DirectorJan 2023–present Executive leadership of bank; execution of strategic plan
First Business BankPresident2015–2022 Growth across loan and deposit franchise; operational execution
First Business BankSVP, Greater Dane County2009–2015 Market leadership in South Central Wisconsin
AMCORE Bank (Madison, WI)Regional President1998–2009 P&L leadership; commercial banking growth

External Roles

OrganizationRoleYearsNotes
FBSF subsidiary (First Business Specialty Finance, LLC)DirectorCurrent Internal subsidiary directorship
No other public company directorships disclosed

Fixed Compensation

Metric (2024)Amount
Base Salary$300,000
Target Bonus (% of base)30.00%
Actual Bonus (% of base)34.43%
Actual Bonus ($)$103,303
All Other Compensation (total)$43,270
401(k) match$10,350
Profit sharing (401k discretionary)$14,973
Auto use/reimbursement$4,200
Country club membership$13,747

Performance Compensation

Annual Bonus – Plan structure and 2024 outcomes (Company-level metrics; applies 100% to NEOs)

MetricWeightingThresholdTargetSuperiorActualPerformance % of Target
Operating Revenue33.33%$148.72M $156.60M $164.48M $153.46M 98.00%
Efficiency Ratio33.33%63.15% 61.09% 59.04% 60.61% 100.79%
ROAA33.33%0.96% 1.12% 1.28% 1.20% 106.78%
MetricHartlieb 2024 Target (% base)Hartlieb Max (% base)Hartlieb Actual (% base)Hartlieb Bonus ($)
Annual Bonus30.00% 60.00% 34.43% $103,303

Notes:

  • Bonus plan uses straight-line interpolation and includes a safeguard requiring ≥50% of ROAA threshold for any payout .
  • 2024 targets were adjusted in Oct-2024 to exclude an expected single-loan recovery that was delayed beyond year-end .

Long-Term Incentives (LTI) – 2024 Grants and Mechanics

Grant TypeGrant DateTarget UnitsGrant Date Fair Value ($)Vesting / MeasurementPerformance Metrics
PRSU2/16/2024 1,485 $63,698 3-year performance period 2024–2026; cliff vest post certification in 2027 Relative TSR (50%) and ROATCE (50%); 50% payout at 25th percentile, 100% at 50th, 200% at ≥75th
RSU2/16/2024 990 $35,699 Ratable over 3 years; vesting on Feb 16 of 2025, 2026, 2027 Time-based; dividend equivalents only if vest

Program features:

  • Executive grants weighted ~60% PRSUs and ~40% RSUs; dividend equivalents paid only upon vesting for awards granted Jan-2023 onward .
  • The 2021–2023 PRSU cycle vested at 200% based on 99th percentile TSR and 92nd percentile ROAE; Hartlieb was not an executive officer at grant and did not receive those shares .

Equity Ownership & Alignment

ItemDetail
Beneficial Ownership26,446 FBIZ shares; less than 1% of outstanding
Restricted shares included in beneficial total273 restricted shares with voting power, no investment power
Outstanding Unvested RSUs at 12/31/2024990 (2024 grant) – $45,827 market value; 654 (2023 grant) – $30,274; 330 (2022 grant) – $15,276; 692 (2021 grant) – $32,033; 273 (11/16/2021 grant) – $12,637
Outstanding Unvested PRSUs at 12/31/20242,970 (2024 grant, at max) – $137,481; 2,730 (2023 grant, at max) – $126,372; 2,710 (2022 grant, at max) – $125,446
Stock Ownership GuidelinesNEOs: minimum 1x base salary; must hold ≥50% of vested shares for 12 months post-issuance until guideline met; all NEOs currently in compliance
Hedging/PledgingProhibited for Section 16 Reporting Persons; all in compliance

Employment Terms

ProvisionTerms
Change-in-Control (CIC) AgreementHartlieb’s CIC agreement dated July 28, 2022; double‑trigger severance if terminated without cause or for good reason (mandatory relocation >100 miles or material reduction in salary/duties) within 12 months of CIC
Severance (CIC)Cash severance $390,000; continuation of health benefits $26,958; accelerated vesting RSAs/RSUs $136,046; PRSUs $127,760; total potential $680,765 (assumes PRSUs vest at target)
Non‑compete / Non‑solicitProhibited for 1–2 years post-termination under CIC agreements
Equity Vesting – CIC/Death/DisabilityRSAs/RSUs and PRSUs have accelerated or continued vesting depending on grant year and termination type; RSUs/PRSUs granted 2022+ vest upon termination without cause within 12–24 months post‑CIC; prorated vesting upon death/disability for 2023+ grants
Clawback and Recovery Policies2019 Clawback Policy for material restatements and improper conduct; 2023 Recovery Policy conforming to SEC/Nasdaq requiring recovery of excess incentive compensation upon material restatements (prior 3 fiscal years)
Insider Trading PolicyNo hedging, no margin accounts, no pledging; Rule 10b5‑1 principles applied

Performance & Track Record

Metric / HighlightData
2024 Net Income$43.4 million; EPS $5.20 (+20.1% YoY)
2024 Efficiency Ratio60.61% (near strategic plan target <60% by 2028)
Loan and deposit growthAverage loans +10.4% YoY; net interest income +12.2% YoY; core deposits +13% YoY (2024 vs 4Q23)
Tangible Book Value per Share+15% YoY in 2024
Five‑Year TSR102% cumulative vs peer median 24% over 5 years ended 12/31/2024

Compensation Structure Analysis

  • Pay‑for‑performance features: Annual bonus tied to Operating Revenue, ROAA, and Efficiency Ratio; LTI weighted to performance PRSUs on relative TSR and ROATCE, promoting long‑term value creation and peer‑relative accountability .
  • Governance and shareholder feedback: Say‑on‑pay approvals of 92% in 2024 and 94% in 2023 indicate strong investor support for compensation design .
  • Risk controls: Double‑trigger CIC vesting/severance, robust clawback and SEC/Nasdaq recovery policies, and no‑hedging/pledging provisions reduce misalignment and excessive risk‑taking incentives .

Investment Implications

  • Alignment and retention: Significant unvested PRSUs across 2022–2024 cycles, RSU tranches through 2027, and ownership guidelines requiring post‑vesting holding indicate strong retention hooks and reduced near‑term selling pressure from Hartlieb .
  • Performance linkage: Annual bonus and PRSU metrics directly link pay to revenue growth, profitability (ROAA/ROATCE), efficiency, and peer‑relative TSR—supporting pay‑for‑performance and signaling continued focus on scalable, efficient growth .
  • Change‑of‑control economics: Hartlieb’s CIC severance is moderate and double‑triggered; equity acceleration terms are structured to avoid single‑trigger windfalls, limiting M&A‑driven misalignment while protecting retention during transitions .
  • Trading signals: Upcoming PRSU certification and share issuance for the 2022–2024 cycle in April 2025 may create minor supply from gross share delivery, but post‑vesting holding requirements should dampen sale‑related overhang .