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Jeffry Keyes

Chief Financial Officer and Treasurer at Quantum-Si
Executive

About Jeffry Keyes

Jeffry Keyes is Chief Financial Officer and Treasurer at Quantum‑Si (QSI) since May 15, 2023; he is 52, holds a B.A. in accounting from Western Washington University, and is a certified public accountant . Company performance during his tenure shows revenues rose 182.6% year over year to $3.1M in FY2024 with gross margin 52.3%, while net loss widened modestly to $101.0M; the SEC Pay‑Versus‑Performance table shows cumulative TSR value of $34.31 on a $100 initial investment for 2024 (vs. $25.54 in 2023) .

Past Roles

OrganizationRoleYearsStrategic Impact
Spinal Elements, Inc.Chief Financial OfficerApr 2022 – May 2023Private equity–backed medtech CFO experience
Custopharm, Inc.Chief Financial OfficerApr 2018 – Aug 2022Led rapid growth and successful acquisition by Hikma Pharmaceuticals
Digirad CorporationChief Financial Officer & Corporate SecretarySep 2012 – Apr 2018Public company healthcare services/medical device finance leadership
Sapphire Energy, Inc.Corporate ControllerAug 2011 – Sep 2012Controller at venture‑backed renewable energy startup
Advanced BioHealing, Inc.Corporate ControllerApr 2011 – Aug 2011Controller leading up to sale to Shire plc

External Roles

OrganizationRoleYearsNotes
CNS Pharmaceuticals, Inc.DirectorSince Jun 2018Public clinical stage biotech board service

Fixed Compensation

Metric20232024
Annual base salary rate ($)$465,000 (per Offer Letter) $465,000
Salary paid ($)$292,386 (prorated from May 2023) $465,000
Target bonus (% of base)50% 50%
Actual bonus / NEIP ($)$116,245 NEIP for 2023 $23,500 discretionary bonus included in NEIP; total NEIP $235,058

Performance Compensation

Options and RSUs Granted

Award TypeGrant DateQuantity/ValueExercise PriceExpirationVesting TermsNotes
Time‑based stock optionsMay 15, 20231,000,000$1.42May 15, 203325% on last day of calendar quarter of 1‑year anniversary of start (June 30, 2024), then 2.083% monthly thereafterInducement grant under Nasdaq Rule 5635(c)(4)
Performance options (“1X Option”)May 15, 2023500,000$1.42Mar 15, 2034Originally: vest in full if stock ≥$10 for 20 of 30 days within 1 year; Amended Mar 8, 2024: 250k @ $6 within 3 years of Effective Date; 250k @ $8 within 3 years of Option Amendment DateAmendment approved Mar 8, 2024
Performance options (“3X Option”)May 15, 2023500,000$1.42Mar 15, 2034Originally: vest in full if stock ≥$20 for 20 of 30 days within 3 years; Amended Mar 8, 2024: 250k @ $10 and 250k @ $12, each within 3 years of Option Amendment DateAmendment approved Mar 8, 2024
RSUsMar 15, 2024$600,000 grant date fair valueN/AN/ACompany RSU program; outstanding 281,792 units at 12/31/2024 (MV $760,838 at $2.70 price)2024 RSU grant disclosed; valuation per ASC 718

Performance Metric Table (Options)

MetricWeightingTargetActual (as disclosed)PayoutVesting
Stock price hurdle (amended “1X”)N/A250k @ $6 within 3 years of Effective Date; 250k @ $8 within 3 years of Amendment Date Not disclosedUp to 500k options vest in two 250k tranchesSingle‑tranche vest on achievement; continued service required
Stock price hurdle (amended “3X”)N/A250k @ $10; 250k @ $12 within 3 years of Amendment Date Not disclosedUp to 500k options vest in two 250k tranchesSingle‑tranche vest on achievement; continued service required

Key observation: The March 2024 modification lowered hurdles from $10/$20 to layered hurdles at $6/$8/$10/$12, creating nearer‑term vesting potential and incremental expense recognition for the modified awards (incremental expense noted in 2024 SCT footnotes) .

Equity Ownership & Alignment

ItemAmountDetail
Beneficial ownership624,204 Class A shares (<1%)Includes 165,028 owned; 437,500 options exercisable within 60 days of Mar 3, 2025; 21,676 RSUs vesting within 60 days
Options exercisable / unexercisable (12/31/2024)375,000 / 625,000Time‑based option grant; 25% vested 6/30/2024; ~20,830 options vest monthly thereafter
Performance options unearned (12/31/2024)4 tranches × 250,000Hurdles at $6/$8/$10/$12 post‑amendment; all shown as “unearned” at YE2024
RSUs unvested (12/31/2024)281,792 unitsMarket value $760,838 at $2.70 stock price
Pledging / hedgingPolicy includes rules on hedging, margin and pledged securities; no pledging disclosed for KeyesInsider Trading Policy references these restrictions; no pledges listed in ownership table

Employment Terms

  • Start date and role: Offer Letter effective Apr 27, 2023, start May 15, 2023; CFO reporting to CEO .
  • Base and bonus: Base $465,000; target annual discretionary bonus 50% of base .
  • Inducement equity: 1,000,000 time‑based options; 500,000 “1X” performance options; 500,000 “3X” performance options; 10‑year term; exercise price set at FMV on grant date .
  • Executive Severance Plan eligibility: Participant from start date .

Severance and Change‑in‑Control Economics (Executive Severance Plan)

ScenarioCash SeveranceCOBRA ContributionsEquity280G Treatment
Termination without cause (outside CIC period)9 months base salary (salary continuation or lump sum) for executive officers Company contribution during severance period No automatic acceleration disclosed outside CICN/A
Termination without cause or resignation for good reason during CIC period (double trigger)Lump sum = 1.0× (base salary + target bonus) for executive officers Company contribution for 12 months (executives) All outstanding unvested equity fully vests upon termination Modified 280G cutback (no tax gross‑up)
Plan governanceERISA welfare plan; Board may amend with protections; benefits paid from general assets

Clawback and Trading Policy

  • Clawback: Company Clawback Policy effective Aug 3, 2023 (filed as Exhibit 97 to 2023 Form 10‑K) .
  • Insider Trading Policy: Includes rules on hedging, margin accounts, pledged securities, trading windows, and Rule 10b5‑1 plans .

Pensions/Deferred Comp/Perquisites

  • No defined benefit plans; no non‑qualified deferred compensation plans; standard employee benefits; no 401(k) match for 2024 or 2023 .

Pay‑Versus‑Performance and Company KPIs

MetricFY 2022FY 2023FY 2024
Total revenue ($USD thousands)$0$1,082$3,058
Gross profit ($USD thousands)$488$1,600
Gross margin (%)45.1%52.3%
Net income (loss) ($USD millions)(132.4)(96.0)(101.0)
TSR – value of initial fixed $100 investment ($)23.2525.5434.31

Compensation Committee and Governance Context

  • Compensation Committee: Independent directors; met 6 times in FY2024; retained Aon’s Human Capital Solutions as independent compensation consultant .
  • Voting dynamics: Controlled company status; Dr. Rothberg controls majority voting power via Class B shares; can approve say‑on‑pay and other proposals .

Vesting Schedules and Potential Selling Pressure

  • Time‑based options: After the initial 25% cliff vest on June 30, 2024, ~2.083% of the 1,000,000 grant vests monthly (~20,830 options per month), creating steady quarterly unlocks that may contribute to discretionary 10b5‑1 sales within open trading windows .
  • Performance options: Layered hurdles at $6/$8/$10/$12 (20 of 30 trading days), each triggering full vest of a 250,000‑share tranche; proximity to hurdles could create event‑driven unlocks and selling pressure upon vest, subject to plan and window constraints .

Investment Implications

  • Alignment and incentives: Mix shifted to include RSUs in 2024 alongside substantial option exposure; the March 2024 option hurdle reductions increase probability of vesting, strengthening retention but diluting the strict pay‑for‑performance linkage compared to original $10/$20 hurdles .
  • Retention and protection: Double‑trigger CIC protection with full equity acceleration and 1.0× cash multiple, plus COBRA support, reduces voluntary departure risk; modified 280G cutback mitigates shareholder‑unfriendly tax gross‑ups .
  • Trading signals: Watch for sustained price moves near $6/$8/$10/$12 leading to performance option vesting and potential incremental supply; continuous monthly vesting of time‑based options adds baseline unlocks; Insider Trading Policy oversight and potential 10b5‑1 plans will shape actual selling cadence .
  • Execution risk: Despite commercialization progress and revenue growth, persistent losses (FY2024 net loss $101.0M) imply ongoing financing needs (ATM proceeds in 2024) and operational scaling risk; CFO stewardship remains central to balancing growth and cash burn .