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Natasha Hernday

Director at XOMA Royalty
Board

About Natasha Hernday

Independent director at XOMA since July 2020; age 53 as of April 15, 2025; former Chief Business Officer at Seagen (2011–2023), with prior M&A/out‑licensing roles at Amgen; B.A. in Microbiology (UC Santa Barbara) and M.B.A. (Pepperdine) . She is Chair of the Nominating & Governance Committee and a member of the Audit Committee, and is designated an audit committee financial expert; XOMA’s Board has determined she is independent under Nasdaq rules . In 2024 the Board met 8 times and all directors attended at least 75% of Board and committee meetings while serving .

Past Roles

OrganizationRoleTenureCommittees/Impact
Seagen, Inc. (public; acquired by Pfizer)Chief Business Officer; Executive Committee member; led sale to Pfizer and integration planning2011–2023Transaction leadership and integration planning for oncology businesses
Amgen Inc.Director, M&A; Director, Out‑Partnering; earlier scientific roles1994–2010Corporate development; licensing/out‑licensing

External Roles

OrganizationRoleTenureNotes
Firefly Bio, Inc. (private)DirectorCurrentPrivate biotechnology company
Knight Campus External Advisory Board, Univ. of OregonExternal Advisory Board memberCurrentAdvisory role
PDL BioPharma, Inc.DirectorPriorPublic company (prior service)
Alpine Immune Sciences, Inc.DirectorPriorPublic company (prior service)

Board Governance

  • Committee assignments (2024–2025): Chair, Nominating & Governance Committee; Member, Audit Committee .
  • Audit Committee financial expert designation: Hernday qualifies as an “audit committee financial expert”; all Audit Committee members are financially literate .
  • Independence: Board determined Hernday is independent under Nasdaq rules .
  • Attendance: Board held 8 meetings in 2024; all directors met at least 75% attendance for Board and committees on which they served; Audit met 4x, Compensation 4x, N&G 3x .
  • Risk oversight: Audit oversees accounting/financial reporting, IT and cybersecurity; Compensation oversees comp-related risk; N&G oversees board composition/nominee evaluation .

Fixed Compensation

Component (2024)Amount (USD)
Fees earned/paid in cash$66,588
RSU awards (grant-date fair value)$74,995
Option awards (grant-date fair value)$74,772
Total$216,355

Director compensation policy (structure):

  • Annual cash retainer: $40,000 .
  • Committee fees: Audit Chair $20,000; Audit member $10,000; Compensation Chair $15,000; Compensation member $7,500; Nominating & Governance Chair $12,000; N&G member $6,000; Chairman/Lead Independent Director $40,000; no meeting fees .
  • Annual equity grant to continuing directors: $150,000 in director‑elected mix of options (monthly vesting over one year), RSUs (one‑year cliff) or 50/50 split; initial new‑director option grant $250,000 (3‑year monthly vesting) plus pro‑rata annual grant; annual director compensation capped at $750,000 under the LTIP .

Performance Compensation

Equity detail (as of 12/31/2024 unless noted)Units / Notes
RSUs outstanding3,035 units
Stock options outstanding43,196 options
2024 equity grant structureSplit 50% RSUs / 50% options elected by Hernday
Plan guardrailsNo option/SAR repricing without stockholder approval; no dividends on unvested awards; director comp cap $750k/year; clawback applies

Note: XOMA’s director equity is time‑based (not tied to operational performance metrics). No director‑specific performance metrics were disclosed for equity vesting .

Other Directorships & Interlocks

CompanyTypeRoleOverlaps/Notes
Firefly Bio, Inc.PrivateDirectorCurrent external board; no related‑party transactions reported by XOMA in 2023–2024
PDL BioPharma, Inc.Public (prior)DirectorPrior service; no related‑party transactions reported by XOMA in 2023–2024
Alpine Immune Sciences, Inc.Public (prior)DirectorPrior service; no related‑party transactions reported by XOMA in 2023–2024
Knight Campus EAB (U. Oregon)AcademicAdvisory Board memberAdvisory role

Expertise & Qualifications

  • Corporate development/M&A and integration (Seagen sale to Pfizer; executive integration planning) .
  • Strategic partnering, in/out‑licensing (Amgen; Seagen) .
  • Scientific grounding (microbiology) and business training (MBA) .
  • Financial literacy and Audit Committee financial expert designation .

Equity Ownership

HolderBeneficial Ownership (Shares)% OutstandingComposition/Notes
Natasha Hernday43,196<1%Includes 43,196 shares underlying options exercisable within 60 days of 3/31/2025

Hedging/pledging policy: XOMA prohibits short sales, derivatives, hedging, margin purchases, and pledging of company stock by directors, officers, and employees .

Governance Assessment

  • Strengths:

    • Material transaction and integration expertise; adds M&A and strategic partnering depth to XOMA’s Board while chairing N&G and serving on Audit as a designated financial expert, supporting oversight of governance, risk, and financial reporting .
    • Independent status and 75%+ attendance threshold met in 2024 across Board/committees; Audit/N&G maintained active meeting cadence (Audit 4; N&G 3) .
    • Pay structure aligns with shareholders via equity grants; plan guardrails include no repricing, no dividends on unvested awards, and a director compensation cap; clawback applies to incentive awards .
    • Related‑party oversight resides with Audit; no reportable related‑party transactions in 2023–2024; robust approval procedures disclosed .
  • Watch items / potential investor confidence considerations:

    • Ownership alignment: Reported beneficial ownership consists of options exercisable within 60 days; limited disclosure of directly held common shares could signal lower immediate cash-at-risk exposure relative to RSUs/options (still equity‑linked) .
    • Structural governance shift: Board‑sponsored proposal to reincorporate to Nevada increases director/officer protections and may reduce litigation risk/costs, but also narrows certain stockholder rights (e.g., broader exculpation; differences in inspection rights and removal thresholds), a point of investor scrutiny for accountability; as N&G Chair, Hernday will be central to governance calibration post‑move if approved .
    • Board empowerment proposal: Authorization for unilateral bylaw amendments (Proposal 4) aligns with prevalent practice but carries potential anti‑takeover implications; Board notes it preserves stockholder bylaw rights and cites responsiveness needs; investors may monitor how N&G applies this authority .
  • RED FLAGS: None identified specific to Hernday on related‑party transactions, hedging/pledging, or attendance; company policy bans hedging/pledging; no reportable related‑party transactions in 2023–2024 . Potential red flags for some investors are company‑level (Nevada reincorporation; unilateral bylaw amendment authority), not person‑specific .