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James McCollum

Director at LENZ Therapeutics
Board

About James McCollum

Independent Class I director of LENZ Therapeutics; age 70; director since March 2024. Co‑founder of LENZ OpCo (served on LENZ OpCo board from 2013 through the merger) and former President & CEO of LENZ (2016–2021). Holds a B.A. in Business from North Carolina State University. Board has affirmatively determined he is independent under Nasdaq rules; nominated for a term through the 2028 annual meeting if elected .

Past Roles

OrganizationRoleTenureCommittees/Impact
LENZ Therapeutics (OpCo)Co‑founder; Director2013–2024 (through merger close)Founding director; deep knowledge of strategy
LENZ Therapeutics (OpCo)President & CEOSep 2016–Mar 2021Led company through development phase
Eye Therapies, LLCPresident & CEOSep 2014–Sep 2016Ocular pharma leadership
Restoration RoboticsPresident & CEONot disclosedMedical robotics leadership
Vision Membrane TechnologiesPresident & CEONot disclosedIntraocular lens med‑device leadership
Argus BiomedicalPresident & CEONot disclosedArtificial cornea med‑device leadership
VISX, IncorporatedSVP, Worldwide Marketing & SalesEarlier career (dates not disclosed)Commercial leadership in laser vision correction

External Roles

OrganizationRoleTenureNotes
None disclosedNo other current public company directorships disclosed in the proxy .

Board Governance

  • Committee assignments: Not a member of Audit, Compensation, or Nominating & Corporate Governance (current members listed do not include McCollum) .
  • Independence: Board determined McCollum and five other directors are independent; CEO is not independent .
  • Attendance: After the merger through Dec 31, 2024, the board held 6 meetings; each director attended at least 75% of board and committee meetings .
  • Board leadership: Roles separated; Jeff George serves as independent Chair .
  • Executive sessions: Non‑employee directors meet in executive session at least twice per year .
  • Risk oversight: Audit committee oversees financial, cybersecurity, legal/regulatory compliance; compensation committee oversees comp risk .
  • Hedging/pledging: Directors prohibited from hedging or pledging company stock .

Fixed Compensation

ComponentPolicy AmountNotes
Annual cash retainer (non‑employee director)$40,000 per year Paid quarterly, prorated
Audit Committee — Chair$15,000 per year Chair receives chair fee only
Audit Committee — Member$7,500 per year
Compensation Committee — Chair$12,000 per year
Compensation Committee — Member$6,000 per year
Nominating & Corporate Governance — Chair$10,000 per year
Nominating & Corporate Governance — Member$5,000 per year
McCollum — Cash fees actually earned (FY2024)$31,209 Reflects partial year service post‑merger

Performance Compensation

Award TypeSharesFY2024 Grant Fair ValueVestingPerformance Metrics
Initial Outside Director Option Award27,000 $333,804 36 equal monthly installments over 36 months, subject to continued service None disclosed (time‑based vesting)
Annual Outside Director Option Award13,500 per year (prorated first year) Not disclosedVests in full on first anniversary, subject to continued service None disclosed (time‑based vesting)
Change in Control treatment (directors)N/AN/AFull vesting of outstanding director equity immediately prior to change in control, subject to service through change N/A

Notes:

  • Options under the 2024 Equity Incentive Plan must have exercise price at least equal to fair market value on grant date; specific strike price for McCollum’s award not disclosed .
  • Outside director annual aggregate cap: $750,000 ($1,000,000 in initial year) .

Other Directorships & Interlocks

  • No current external public company boards disclosed for McCollum; his fellow LENZ directors include executives and investors with roles at other biopharma companies (e.g., RA Capital principal Zach Scheiner; Chair Jeff George) which may facilitate industry information flow .
  • March 2024 PIPE: McCollum Living Trust purchased 16,633 shares; RA Capital entities and Alpha Wave Ventures also participated, indicating investor interlocks through financing activities .

Expertise & Qualifications

  • Deep operating experience across ophthalmology pharmaceuticals and medical devices; prior CEO roles at multiple companies; commercial leadership at VISX .
  • Brings company‑specific knowledge as co‑founder and prior LENZ CEO .
  • Education: B.A. in Business, North Carolina State University .

Equity Ownership

ItemQuantityPercent of OutstandingDetails
Total beneficial ownership637,674 shares 2.3% (based on 27,544,520 shares)
Common stock (direct, received in merger then transferred to trust)95,034 shares Transferred to McCollum Living Trust
McCollum Living Trust — merger shares477,600 shares Trustee is James McCollum
McCollum Living Trust — warrants6,575 shares subject to warrants
McCollum Living Trust — PIPE purchase (Mar 2024)16,633 shares Subscription at $15.0299/share
Open market purchases31,332 shares
Options exercisable within 60 days10,500 shares Director options

Policy alignment and protections:

  • Hedging/pledging prohibited for directors .
  • Clawback policy effective March 21, 2024 covering incentive compensation in case of accounting restatement (exec officers; director cash retainers and options are outside typical “incentive” scope) .

Governance Assessment

  • Independence and attendance: McCollum is classified as independent by the board; directors met attendance thresholds (≥75%); governance framework includes regular executive sessions and separated Chair/CEO roles—supports investor confidence .
  • Alignment: Meaningful ownership at 2.3% and additional open‑market and PIPE purchases signal skin‑in‑the‑game; hedging/pledging prohibition further aligns interests .
  • Committee roles: Not serving on key committees (Audit, Compensation, Nominating) concentrates his contribution on strategic oversight rather than committee governance; current committee compositions meet independence and financial literacy requirements .
  • Compensation structure: Director pay is modest cash plus time‑vested options; no performance‑linked metrics for director equity; change‑in‑control provides full vesting to ensure continuity—standard, but investors should monitor aggregate director equity caps and dilution over time .
  • Related‑party exposure: McCollum Living Trust’s participation in LENZ OpCo Series B (pre‑merger) and the March 2024 PIPE is disclosed and subject to the company’s related‑party policies; audit committee reviews RPTs—no adverse findings disclosed .
  • EGC status: Company is an emerging growth company and smaller reporting company; exempt from say‑on‑pay and certain disclosure attestation—reduces shareholder advisory signals to monitor; governance policies (clawback, RPT policy) partially offset .

RED FLAGS and watch items:

  • Founder‑director with significant ownership may present potential conflicts in strategic decisions; board has assessed independence, but investors should monitor RPTs and voting dynamics over time .
  • No performance metrics tied to director equity; while typical, it reduces pay‑for‑performance signaling at the board level .

Overall: McCollum brings domain and company‑specific expertise with substantial aligned ownership. Absence from key committees limits direct influence on audit/comp governance, but independence, attendance, and prohibitions on hedging/pledging support governance quality amid standard director equity practices .