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Richard Bartram

Chief Financial Officer at MBX Biosciences
Executive

About Richard Bartram

Richard Bartram, 44, has served as Chief Financial Officer of MBX Biosciences since April 2022; he is a CPA (Michigan) with M.S. and B.A. in Accounting from Michigan State University, and previously held finance leadership roles at Esperion Therapeutics and PricewaterhouseCoopers . MBX reported Q1 2025 cash and marketable securities of $240.8M, R&D of $22.4M, G&A of $4.1M, and net loss of $23.9M, with management guiding cash runway into mid-2027 . MBX is an emerging growth company and is not required to conduct advisory “say‑on‑pay” votes at this time .

Past Roles

OrganizationRoleYearsStrategic impact
Esperion Therapeutics (Nasdaq: ESPR)Chief Financial OfficerJan 2018 – Apr 2022Publicly traded LDL‑C therapy company; Bartram led finance during period of development/commercial operations
Esperion TherapeuticsVice President, FinanceJan 2015 – Jan 2018Scaled finance organization ahead of CFO role
Esperion TherapeuticsControllerFeb 2013 – Jan 2015Built controllership and reporting capabilities
PricewaterhouseCoopers (Assurance)Public AccountantNot disclosedAssurance practice experience

External Roles

No external public company directorships disclosed for Bartram in the proxy .

Fixed Compensation

Metric20232024
Base Salary ($)425,000 442,000
Perquisites ≥$10kNone disclosed None disclosed

Performance Compensation

Annual Cash Bonus Program

Metric20232024
Target Bonus % of SalaryNot disclosed40%
Actual Bonus Paid ($)153,000 200,001
Performance Areas ConsideredNot disclosedClinical milestones; R&D goals; business development; organizational goals

Equity Awards (Options) – Grants and Terms

Grant Date (Vesting Commencement)SharesExercise Price ($)ExpirationVesting Schedule
04/11/202293,577 3.01 04/19/2032 Early exercisable; 25% on first anniversary, then 36 equal monthly installments; repurchase right until vest
11/07/202252,806 3.25 11/06/2032 Early exercisable; 25% on first anniversary, then 36 monthly installments; repurchase right until vest
08/15/202379,209 7.82 08/14/2033 Early exercisable; vests in 48 equal monthly installments; repurchase right until vest
09/12/202442,578 16.00 09/11/2034 25% on first anniversary, then 36 equal monthly installments; exercisable upon vest

Vesting Status as of 12/31/2024

GrantVested SharesUnvested Shares
04/11/2022 (93,577)62,385 31,192
11/07/2022 (52,806)27,503 25,303
08/15/2023 (79,209)26,403 52,806
09/12/2024 (42,578)0 42,578

Equity Ownership & Alignment

Ownership elementAmountNotes
Beneficial ownership (shares)225,592 Represents shares underlying outstanding early‑exercisable stock options immediately exercisable within 60 days of 04/11/2025
Ownership % of outstanding<1% Calculated by company; less than one percent
Options – early exercisable within 60 days of 04/11/2025225,592 Sum of early‑exercisable grants (93,577 + 52,806 + 79,209)
Pledging/HedgingProhibited absent Audit Committee approval; short sales/derivatives prohibited No pledging by Bartram disclosed in proxy

Employment Terms

ProvisionBase Case Termination (without cause/for good reason)Change‑of‑Control Termination (3 months prior to or 12 months post sale event)
Cash severance12 months of base salary continuation Lump sum 1.25x (base salary + target bonus)
COBRACompany‑paid for 12 months Company‑paid for 15 months
Equity vestingTime‑based equity accelerates to amount that would vest over 12 months post‑termination 100% acceleration of all unvested time‑based equity
Pre‑IPO awards on sale event100% acceleration upon sale event if employed as of closing (excludes 2024 Plan IPO grants) Applies at sale event
ClawbackRecovery of incentive‑based compensation upon accounting restatement per SEC/Nasdaq rules (3‑year lookback) Company‑wide policy
Excise tax gross‑upsNone; cut‑back to $1 below 4999 threshold if beneficial on net basis Applies if parachute excise tax would otherwise apply

Investment Implications

  • Pay mix emphasizes performance‑linked elements: annual cash bonus tied to clinical, R&D, BD, and organizational milestones, plus multi‑year option grants with long vesting schedules; this aligns compensation with execution on key development milestones .
  • Retention risk appears moderated: base‑case severance of 12 months salary and 12 months COBRA, with additional 12‑month vesting credit; stronger change‑of‑control protection (1.25x cash, 15 months COBRA, 100% equity acceleration) reduces uncertainty in a transaction scenario .
  • Insider selling pressure signals: substantial early‑exercisable options (225,592 shares) and multiple low‑strike grants ($3.01, $3.25, $7.82) may create realizable value if the stock trades above strike, but company policy restricts hedging/pledging and pre‑IPO grant acceleration is limited to sale events .
  • Governance and risk safeguards: clawback policy, no excise gross‑ups, and insider trading restrictions support shareholder‑friendly practices; as an EGC, MBX does not conduct say‑on‑pay votes, reducing direct shareholder feedback on pay .
  • Context: MBX’s cash runway guidance into mid‑2027 and elevated R&D spend underscore near‑ to mid‑term value creation levers tied to clinical execution, directly influencing bonus outcomes and long‑term equity value for executives including the CFO .