CLEARFIELD INC (CLFD)

Sector: Information Technology

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2026 Annual Meeting Analysis

CLEARFIELD INC · Meeting: February 26, 2026

Policy v1.2medium 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

4

Directors AGAINST

4

Say on Pay

FOR

Auditor

FOR

Director Elections

Election of Eight Directors

4 FOR/4 AGAINST

Against Analysis

✗ AGAINST
Cheryl BeranekTSR underperformance vs peer groupfamilial relationship with COO

As CEO and director since 2007, Beranek has full-tenure overlap with the 3-year underperformance period during which CLFD trailed the company-disclosed peer group median by 24.8 percentage points (threshold: 20pp for negative absolute TSR), triggering a No vote; the 5-year gap of 25.4pp also exceeds the 20pp threshold so the 5-year mitigant does not apply; additionally, the proxy discloses a familial relationship between Beranek and COO John Hill (their children are married), which is a further governance concern under the policy.

✗ AGAINST
Walter L. Jones, Jr.TSR underperformance vs peer group

Jones has served since December 2021, giving him more than 24 months of tenure and meaningful overlap with the 3-year underperformance period; CLFD trailed peer group median by 24.8pp against a 20pp trigger threshold for negative absolute TSR, and the 5-year gap of 25.4pp also exceeds the threshold so no mitigant applies.

✗ AGAINST
Ronald G. RothTSR underperformance vs peer group

Roth has served as Chairman since 2002, giving him full overlap with the 3-year underperformance period; CLFD trailed peer group median by 24.8pp against a 20pp trigger threshold for negative absolute TSR, and the 5-year gap of 25.4pp also exceeds the threshold so no mitigant applies.

✗ AGAINST
Carol A. WirsbinskiTSR underperformance vs peer group

Wirsbinski has served since December 2021, giving her more than 24 months of tenure and meaningful overlap with the 3-year underperformance period; CLFD trailed peer group median by 24.8pp against a 20pp trigger threshold for negative absolute TSR, and the 5-year gap of 25.4pp also exceeds the threshold so no mitigant applies.

For Analysis

✓ FOR
Catherine T. Kelly

Kelly joined in December 2024, giving her less than 24 months of tenure, which exempts her from the TSR underperformance trigger under policy; she brings strong financial expertise and qualifies as an audit committee financial expert.

✓ FOR
Ademir Sarcevic

Sarcevic joined in December 2024, giving him less than 24 months of tenure, which exempts him from the TSR underperformance trigger under policy; he brings relevant financial and operational expertise and qualifies as an audit committee financial expert.

✓ FOR
Rebecca B. Seidel

Seidel joined in December 2025, giving her less than 24 months of tenure, which exempts her from the TSR underperformance trigger; she brings relevant operational and strategic experience from her senior leadership roles at Medtronic.

✓ FOR
Kathleen S. Skarvan

Skarvan joined in December 2025, giving her less than 24 months of tenure, which exempts her from the TSR underperformance trigger; she brings relevant public company CEO experience and operational expertise.

The TSR underperformance trigger fires against directors with more than 24 months of tenure: CLFD's 3-year total return of -42.1% trails the company-disclosed peer group median by 24.8 percentage points, which exceeds the 20-percentage-point threshold applicable when absolute 3-year TSR is negative. The 5-year gap of 25.4pp also exceeds the same threshold, so the 5-year mitigant does not soften the vote. Four directors are exempt because they joined within the past 24 months (Kelly, Sarcevic, Seidel, Skarvan). An additional concern applies to Beranek: the proxy discloses she and COO John Hill are connected through the marriage of their children, raising a familial-relationship governance flag. Vote FOR the four newer directors; vote AGAINST Beranek, Jones, Roth, and Wirsbinski.

Say on Pay

✓ FOR

CEO

Cheryl Beranek

Total Comp

$1,613,404

Prior Support

97%%

CEO total compensation of $1,613,404 is modest for a technology company with a $403 million market cap and is consistent with a below-median positioning that the company itself acknowledges. The pay program is well-structured: 71% of the CEO's target compensation is performance-based or at-risk, well above the 50-60% policy threshold, with a mix of annual cash incentives tied to net sales and performance stock awards tied to adjusted EBITDA — both measurable, disclosed metrics with defined thresholds. The prior year Say on Pay vote received approximately 97% shareholder support, reflecting strong shareholder endorsement of the program's design, and the company has made meaningful governance improvements over recent years in direct response to shareholder feedback, including adding performance stock awards, a robust clawback policy, and stock ownership guidelines.

Auditor Ratification

✓ FOR

Auditor

Deloitte & Touche LLP

Tenure

N/A

Audit Fees

N/A

Non-Audit Fees

N/A

The proxy does not disclose auditor tenure or a fee breakdown table with sufficient detail to calculate the non-audit fee ratio, so neither the tenure trigger nor the non-audit fee ratio trigger can be confirmed; per policy, when tenure cannot be determined the default is FOR and the absence of disclosure is noted as a minor negative. Deloitte & Touche is a Big Four firm appropriate for a company of Clearfield's size and complexity. No material restatements are disclosed. The vote is FOR.

Overall Assessment

Clearfield's 2026 annual meeting presents a mixed ballot: the Say on Pay and auditor ratification proposals both warrant a FOR vote given reasonable CEO pay levels, a well-structured performance-based compensation program, and a Big Four auditor. However, four of the eight director nominees — Beranek, Jones, Roth, and Wirsbinski — warrant AGAINST votes because CLFD's stock has significantly trailed its own disclosed peer group over both 3-year and 5-year periods, with the underperformance gap exceeding the policy trigger threshold; an additional governance concern applies to Beranek due to a familial relationship with the COO.

Filing date: January 15, 2026·Policy v1.2·medium confidence

Compensation Peer Group

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