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Scott Setlock

Executive Vice President, Chief Operating Officer and Secretary at MERCANTILE BANK
Executive

About Scott Setlock

Scott P. Setlock, age 43, is Executive Vice President, Chief Operating Officer and Secretary of Mercantile Bank Corporation and Mercantile Bank, a role he assumed January 1, 2024, after serving as Executive Vice President, Chief Operating Officer of the Bank since January 1, 2022 . He holds a BBA and an MBA in Finance and Economics from Grand Valley State University, and graduated from the ABA Stonier Graduate School of Banking and associated Wharton leadership programs . Over nearly 20 years at Mercantile, he has held roles across Commercial Credit, Commercial Credit Management, Commercial Lending and Mortgage Lending Management . The Company’s executive compensation framework explicitly ties long-term equity awards to TSR, ROE and EPS change performance versus a peer index, indicating pay-for-performance alignment for Named Executive Officers (NEOs) including Setlock .

Past Roles

OrganizationRoleYearsStrategic Impact
Mercantile Bank CorporationEVP, Chief Operating Officer & Secretary2024–Present Leadership across corporate operations; career experience spans Commercial Credit, Lending, Mortgage management
Mercantile BankEVP, Chief Operating Officer2022–Present Operational leadership; prior roles in Commercial Credit, Lending, Mortgage management

External Roles

OrganizationRoleYearsStrategic Impact
Junior Achievement of the Michigan Great LakesBoard & Executive Committee member; frequent volunteerNot disclosed Community engagement and youth financial education
Grand Valley State University (Seidman College of Business)Adjunct Professor of Bank ManagementNot disclosed Academic contribution in banking management
Seidman Alumni Board; Seidman Finance Advisory CommitteeBoard/Committee memberNot disclosed Alumni and advisory service
In the ImageBoard ChairNot disclosed Non-profit leadership
Heart of West Michigan United WayCampaign Cabinet, Finance DivisionNot disclosed Community fundraising oversight

Fixed Compensation

Metric20242025
Base Salary ($)$330,000 $353,100 (effective March 1, pro-rated for Jan–Feb)
Annual Bonus Paid ($)$132,825 Not disclosed
Bonus as % of Salary40.2% Not disclosed
  • Clawback provisions apply to bonus plans and equity if payouts are based on materially inaccurate financial statements or performance metrics; the company maintains a clawback policy and anti-hedging/anti-pledging rules under its Insider Trading Policy .

Performance Compensation

ProgramMetricWeightingTarget DefinitionThresholdMaximumActual/PayoutVesting
Performance-Based Restricted Stock (2025–2027)Total Shareholder Return vs designated index33.33% 50th percentile 25th percentile 75th percentile Determined after performance period; Committee may adjust for extraordinary items Vests February 15, 2028
Performance-Based Restricted Stock (2025–2027)Return on Average Equity vs designated index33.33% 50th percentile 25th percentile 75th percentile Determined after performance period; Committee may adjust for extraordinary items Vests February 15, 2028
Performance-Based Restricted Stock (2025–2027)Diluted EPS Change vs designated index33.33% 50th percentile 25th percentile 75th percentile Determined after performance period; Committee may adjust for extraordinary items Vests February 15, 2028
  • Structure notes: In 2025, target shares for NEO PSUs were set as a percentage of base salary; for Setlock the target was 45% of base salary . Restricted stock awards granted under the Stock Incentive Plan of 2023 generally fully vest after three years; performance-based restricted stock for executive officers is subject to pre-determined goals . No grants of plan-based awards were made in 2024 due to a process change .

Equity Ownership & Alignment

ItemDetails
Total Beneficial Ownership (shares)29,594
Ownership % of Shares Outstanding<1%
Direct/Joint Ownership10,105 shares jointly with spouse
Restricted Stock (unvested)10,819 shares
401(k) Plan Holdings8,670 shares
Stock Ownership GuidelinesNEOs must own stock equal to 2x base salary; CEO 5x; updated October 10, 2024
Time to ComplianceFive years from the later of January 1, 2025 or date subject to guidelines
Hedging/Pledging PolicyHedging, short sales, and options trading prohibited; pledging requires prior Governance & Nominating Committee approval
  • Outstanding Equity Awards at FY2024 year-end (Setlock): Unearned performance/time-based shares 4,000 ($177,960) and 3,690 ($164,168), as disclosed in the equity awards table . Under change-in-control scenarios where awards are not assumed/substituted, time-based restricted stock fully vests; Setlock had 7,690 time-based restricted shares subject to vesting .

Employment Terms

ScenarioCash/BenefitsEquity TreatmentTotal (if disclosed)
Termination Without Cause or for Good Reason (during employment period)Salary continuation through end of 2027 ($1,059,300), insurance premiums for 18 months ($27,875), outplacement ($15,000) Value of restricted shares that would vest due to termination ($178,664) $1,280,839
DeathSupplemental life insurance ($300,000), group term life ($600,000), Company death benefit ($100,000 if applicable), plus restricted shares vest value ($342,128) Accelerated vesting of restricted shares ($342,128) $1,442,128
DisabilitySalary-related disability benefit per amended agreement; long-term disability insurance up to age 65 ($204,000 annually), plus insurance premiums until age 65 ($408,826), and restricted shares vest value ($342,128) Accelerated vesting of restricted shares ($342,128) $1,944,954
After Employment Period and Before Age 65 (termination without cause or due to salary reduction)Lump sum severance $350,000; insurance premiums for 18 months ($27,875); outplacement $15,000 Restricted shares vest value excluded if termination due to salary reduction; otherwise $178,664 $571,539
Retirement (age 65 assumption in calculation)N/ARestricted stock vesting value $342,128 $342,128
Change in Control (CIC)Lump sum cash $350,000 (upon CIC with termination without Cause or Good Reason) Accelerated vesting of restricted stock $342,128 (assuming awards not assumed/substituted) Not aggregated in proxy; components shown
  • Agreement structure: Setlock’s employment agreement effective January 1, 2024 aligns with other executive officers; all employment agreements were amended and restated effective January 1, 2025 to standardize terms (including disability benefit paid over 36 months, offset by long-term disability insurance) . Employment agreements include confidentiality and non-compete arrangements; specific durations/scopes not disclosed . Under the Stock Incentive Plans, if awards are not assumed/substituted in a CIC, restricted stock becomes 100% vested or is cashed out per merger consideration; if assumed, vesting accelerates only with qualifying terminations within one year post-CIC .

Investment Implications

  • Alignment and incentives: Setlock’s pay mix includes a meaningful performance-based equity component for 2025–2027 tied to TSR, ROE, and EPS change against a bank index, with target PSU sizing at 45% of base salary—supporting pay-for-performance alignment over a multi-year horizon . Restricted stock generally vests over three years, promoting retention and long-term focus .
  • Retention and severance economics: Termination protections (e.g., $1.28M for without-cause/Good Reason in-period; CIC cash $350k plus accelerated vesting) and disability provisions (including insurance and vesting) reduce near-term departure risk but create defined payout obligations if separation occurs, particularly around change-in-control scenarios .
  • Ownership and potential selling pressure: Beneficial ownership of 29,594 shares (<1% of outstanding), including 10,819 restricted and 8,670 in the 401(k), indicates skin-in-the-game yet not concentration risk; vesting cycles and any February 15 cliff dates for performance cycles may introduce periodic liquidity events, though hedging is prohibited and pledging requires Board committee approval .
  • Governance safeguards: Active clawback policies for bonuses and equity, plus anti-hedging/anti-pledging rules, mitigate misalignment and reputational risk tied to compensation outcomes; no defined benefit pension reduces legacy liability exposure .