Sign in

Brad Beesley

Executive Vice President & Chief Wealth Management Officer at FIRST MID BANCSHARES
Executive

About Brad Beesley

Bradley L. “Brad” Beesley is Executive Vice President and Chief Wealth Management Officer of First Mid Bancshares (FMBH) and leads First Mid Wealth Management Company; he has been with First Mid since 2007 . His 2024 incentive design tied 70% of his annual cash bonus to Company net income and 30% to Wealth Management profitability; 2024 results exceeded targets on adjusted net income ($82.0m vs $79.0m target), achieved maximum asset quality (0.90% adverse classification ratio), and slightly beat the efficiency target (60.3%), while Wealth Management profitability was above target at ~$6.1m (as adjusted) . Company TSR (Pay vs Performance framework) improved from a $100 base to $119.19 in 2024, with net income rising from $45.3m (2020) to $78.9m (2024) as shown in the proxy’s PVP table; these are company-level outcomes, not Beesley-specific .

Past Roles

OrganizationRoleYearsStrategic Impact
First Mid Bancshares, Inc. / First Mid Wealth Management CompanyEVP & Chief Wealth Management Officer; leads First Mid Wealth Management Company2019–presentLeadership of Wealth Management; role documented by executive agreement and proxy NEO listing
First Mid Bancshares, Inc.Joined the Company2007–presentCompany tenure since 2007

Fixed Compensation

Multi-year pay summary (from Summary Compensation Table):

Metric ($)202220232024
Salary197,309 205,006 213,207
Stock Awards (grant-date fair value, SCT)82,300 55,280 73,700
Non-Equity Incentive Plan Compensation372,520 339,275 463,936
All Other Compensation31,804 30,346 30,020
Total683,933 629,907 780,863

2024 compensation detail:

ItemValue
2024 base salary rate$214,157 (effective Feb 5, 2024)
Target annual cash incentive30% of salary
Cash incentive paid (plan)$94,315
Additional cash tied to personal brokerage book$369,621 (30% of net revenues on individual book)
2024 RSU grant (Grant Table, 1/29/2024) – grant-date fair value$40,200
Employer 401(k) contribution (included in “All Other Compensation”)$16,740

Notes:

  • Beesley’s plan-based cash incentive is weighted 70% to Company net income and 30% to Wealth Management profitability; his total plan payout reflected 44% of opportunity; the $463,936 non‑equity incentive in SCT includes the $94,315 plan payout plus $369,621 from his personal brokerage book arrangement per his employment agreement .

Performance Compensation

2024 annual bonus scorecard (plan metrics, weightings, targets, outcomes, payout):

MetricWeightTargetActual/AttainmentPayout vs OpportunityNotes
Company Net Income70%$79.0m103.8% of target (adjusted NI $82.0m)33.6%Company adjusted NI exceeded target
Wealth Management Profitability30%$6.0m101% (as adjusted ~$6.1m)10.4%WM profitability above target

Equity (LTIP) structure and 2024 awards:

GrantTarget UnitsEarned/GrantedVestingGrant-date FV (Grant Table)
RSU awarded Jan 29, 2024 (performance: 2024 NI vs budget)2,200 units (eligible) 2,420 shares (110% for max earnout) 1/3 on 12/15/2025, 12/15/2026, 12/15/2027 $40,200 (Grant Table entry showing actual 1,200 and $40,200 FV; SEC table presentation)

Notes:

  • The narrative CD&A shows a 2,200-unit target that earned 110% (2,420 shares), vesting ratably over three years; the Grants of Plan-Based Awards table separately reports an “Actual (#) 1,200” and $40,200 grant-date fair value for 1/29/2024, reflecting SEC tabular conventions; both are disclosed in the same proxy .

Equity Ownership & Alignment

Beneficial ownership (as of Feb 18, 2025; shares outstanding 23,982,333):

ItemShares% Outstanding
Total beneficial ownership (Beesley)25,473 0.1%
Direct (individual)15,832
401(k) Plan3,384
Deferred Compensation Plan (Company’s DCP)6,257

Unvested equity outstanding at 12/31/2024:

ItemAmountNotes
Unvested restricted stock (shares)3,886 Vests 12/15/2025, 12/15/2026, 12/15/2027 (from 2022–2024 cycles)
Market value at 12/31/2024$143,083 (at $36.82/share)

Ownership policies and alignment:

  • Executive stock ownership guideline for EVP: 5,000 shares; Beesley’s beneficial ownership (25,473) exceeds guideline .
  • Anti-hedging policy prohibits short sales, derivatives on Company stock, and depositing Company stock in a margin account .
  • No pledging disclosed for Beesley in beneficial ownership footnotes; options outstanding: none (Company had no stock options outstanding in 2024) .

2024 Nonqualified Deferred Compensation (DCP):

ItemBeesley
Executive contributions in 2024$29,783
Aggregate earnings in 2024$31,966
Aggregate balance at 12/31/2024$315,273

Employment Terms

TermDetail
Agreement termRenewed effective Dec 31, 2024 for a term through Dec 31, 2025; auto-renewal unless terminated during the year . (Earlier agreements in 2019 and 2022 disclosed)
Target cash incentive30% of base salary under Incentive Compensation Plan
Additional brokerage revenue share30% of net revenues on his individual brokerage book (approved annually)
Severance (without cause, no CIC)12 months base salary; continued health coverage at active rates for 12 months if COBRA is elected
Change-in-control (double-trigger)12 months base salary; lump-sum equal to prior year’s incentive; continued health coverage at active rates for 12 months; equity may accelerate (see plan terms)
Equity acceleration on CICIf awards are not assumed by a public company, they fully vest immediately prior to CIC; if assumed and terminated without cause/for good reason within 2 years post‑CIC, full vesting
Restrictive covenantsNoncompete and nonsolicit for 1 year following termination; confidentiality is indefinite
Clawback policiesCompany recoupment policy (2015) for restatements and misconduct; Dodd-Frank/Nasdaq-aligned recovery policy (2023) for accounting restatements
280G gross-upNone; deal documentation provides for cutback to avoid excise tax (Section 280G/4999) in transaction context
Say-on-Pay support~97% approval at 2023 annual meeting

Investment Implications

  • Pay-for-performance alignment: Beesley’s cash incentive is primarily tied to Company profitability (70% net income) with line-of-business accountability (30% Wealth Management profitability); 2024 plan paid above target on NI and WM metrics, consistent with disclosed financial outcomes .
  • Retention and supply dynamics: Three-year vesting on earned RSU awards creates recurring vest events on Dec 15 each year through 2027 (3,886 unvested shares at 12/31/24), potential windows for insider selling pressure depending on personal liquidity needs and trading windows .
  • Alignment and risk controls: Beesley exceeds the EVP share ownership guideline; Company prohibits hedging and margin, has clawback policies, and does not provide 280G gross-ups, mitigating governance risk and misalignment concerns .
  • CIC/Severance economics: Beesley’s CIC protection is 12 months’ salary plus prior-year bonus (lower than 24 months for certain peers at FMBH), with health benefits continuation and standard double-trigger vesting—balanced retention without excessive parachute risk .

References: Proxy Statement (DEF 14A, 3/18/2025) ; Investor materials referencing team tenure (included with 8-K/425 filings) ; 8-K Employment Agreements (2019, 2022) ; 425/8-K transaction documents (Section 280G cutback) .