UPSTREAM BIO INC (UPB)

Sector: Health Care

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2026 Annual Meeting Analysis

UPSTREAM BIO INC · Meeting: June 9, 2026

Policy v1.2high confidenceView Filing ↗
For informational purposes only. This AI-generated analysis applies a published voting policy to publicly available proxy filings. It does not constitute investment advice, proxy voting advice, or a solicitation of any kind. AI analysis may be incomplete or inaccurate — always review the actual filing and make your own independent decision.

Directors FOR

2

Directors AGAINST

0

Say on Pay

FOR

Auditor

FOR

Director Elections

Election of Class II Directors

2 FOR
✓ FOR
H. Edward Fleming, Jr., M.D.

Dr. Fleming joined the board in June 2023, which is within the 24-month exemption window from the annual meeting date of June 9, 2026, so the TSR underperformance trigger does not apply; he has relevant biotech and healthcare industry expertise, attends all meetings, and no other disqualifying factors are present.

✓ FOR
Liam Ratcliffe, M.B.Ch.B., Ph.D., M.B.A.

Dr. Ratcliffe joined the board in October 2021; UPB only completed its IPO in October 2024, so there is no meaningful multi-year public market TSR record predating the IPO to apply the trigger against, and his extensive clinical development and venture capital experience in life sciences is directly relevant; no other disqualifying factors are present.

Both Class II director nominees pass all policy screens — no overboarding, no attendance issues, no familial relationships with management, and no applicable TSR underperformance trigger fires given UPB's brief public trading history since its October 2024 IPO.

Say on Pay

✓ FOR

CEO

E. Rand Sutherland, M.D.

Total Comp

$4,302,100

Prior Support

N/A

Upstream Bio is an emerging growth company and is not required to hold a Say on Pay vote — no such proposal appears on this year's ballot, so this entry reflects that absence. The CEO's total reported compensation of $4,302,100 for 2025 consists of $650,000 base salary (15.1% of total), $3,300,350 in stock option awards (76.7%), and $341,250 in performance-based cash bonus (7.9%), giving a variable/performance-based pay mix of approximately 84.9%, well above the 50-60% policy threshold; pay structure appears aligned with long-term incentive design. No prior Say on Pay vote has been held, so there is no prior-year support figure to evaluate.

Auditor Ratification

✓ FOR

Auditor

PricewaterhouseCoopers LLP

Tenure

3 yrs

Audit Fees

$799,000

Non-Audit Fees

$2,125

PwC has served as Upstream Bio's auditor since 2022 (approximately 3 years), well below the 25-year threshold that would raise independence concerns; non-audit fees of $2,125 represent only 0.3% of audit fees of $799,000, far below the 50% threshold; PwC is a Big 4 firm appropriate for this company's size and complexity; and no material financial restatements were disclosed.

Actual Vote Results

Meeting held June 9, 2026

View 8-K ↗

Director Elections

Nominee% FORVotes ForWithheld / AgainstResult
Liam Ratcliffe, M.B.Ch.B., Ph.D., M.B.A.
99.4%
43.8M270,272✓ Elected
H. Edward Fleming, Jr., M.D.
92.4%
40.7M3.4M✓ Elected

Auditor Ratification

99.7%

For 48.0M · Against 143,251 · Abstain 6,203

✓ Passed

Overall Assessment

The 2026 Upstream Bio annual meeting has two formal proposals: election of two Class II directors (Dr. Fleming and Dr. Ratcliffe, both receiving FOR votes) and ratification of PwC as auditor (FOR, with negligible non-audit fees and brief tenure). No Say on Pay vote is on the ballot as the company qualifies as an emerging growth company exempt from this requirement, and no stockholder proposals were submitted.

Filing date: April 16, 2026·Policy v1.2·high confidence