CALIFORNIA WATER SERVICE GROUP (CWT)

Sector: Utilities

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2026 Annual Meeting Analysis

CALIFORNIA WATER SERVICE GROUP · Meeting: May 20, 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

3

Directors AGAINST

8

Say on Pay

FOR

Auditor

FOR

Director Elections

Election of Directors

3 FOR/8 AGAINST

Against Analysis

✗ AGAINST
Gregory E. Aliff3-year TSR underperformance vs peer group: -29.9pp vs 20pp threshold (negative absolute TSR)tenure since 2015 — full overlap with underperformance period5-year TSR also underperforms peers by -40.9pp vs 20pp threshold — no 5-year mitigant

Aliff has served since 2015, giving him full overlap with CWT's 3-year and 5-year underperformance; the stock returned -15.2% over 3 years while the compensation peer group median returned +14.7%, a gap of -29.9 percentage points that exceeds the 20pp threshold for negative absolute TSR, and the 5-year check confirms sustained underperformance (-40.9pp vs peers), so no mitigant applies.

✗ AGAINST
Shelly M. Esque3-year TSR underperformance vs peer group: -29.9pp vs 20pp threshold (negative absolute TSR)tenure since 2018 — full overlap with underperformance period5-year TSR also underperforms peers by -40.9pp vs 20pp threshold — no 5-year mitigant

Esque has served since 2018, giving her full overlap with CWT's material underperformance period; the 3-year gap of -29.9pp exceeds the 20pp policy threshold for negative absolute TSR, and the 5-year check shows continued underperformance (-40.9pp), confirming this is not a transient trough.

✗ AGAINST
Martin A. Kropelnicki3-year TSR underperformance vs peer group: -29.9pp vs 20pp threshold (negative absolute TSR)executive director (CEO) — same TSR trigger appliestenure since 2013 — full overlap with underperformance period5-year TSR also underperforms peers by -40.9pp vs 20pp threshold — no 5-year mitigant

As Chairman, President, and CEO serving since 2013, Kropelnicki has the longest tenure overlap with CWT's underperformance; the policy applies the same TSR director trigger to executive directors, and the -29.9pp 3-year gap against peers (exceeding the 20pp threshold) combined with sustained 5-year underperformance (-40.9pp) warrants an AGAINST vote on him as a director, independent of the Say on Pay evaluation.

✗ AGAINST
Thomas M. Krummel, M.D.3-year TSR underperformance vs peer group: -29.9pp vs 20pp threshold (negative absolute TSR)tenure since 2010 — full overlap with underperformance period5-year TSR also underperforms peers by -40.9pp vs 20pp threshold — no 5-year mitigant

Krummel has served since 2010 and has the longest independent director tenure on the board, meaning he bears full accountability for the sustained underperformance; the 3-year and 5-year checks both trigger the policy threshold, and no mitigating circumstances apply.

✗ AGAINST
Scott L. Morris3-year TSR underperformance vs peer group: -29.9pp vs 20pp threshold (negative absolute TSR)tenure since 2019 — meaningful overlap with underperformance period5-year TSR also underperforms peers by -40.9pp vs 20pp threshold — no 5-year mitigant

Morris has served since 2019 as Lead Independent Director and has meaningful overlap with CWT's underperformance period; the 3-year gap of -29.9pp exceeds the 20pp threshold, and the 5-year check also confirms sustained underperformance, removing any mitigant that might otherwise apply.

✗ AGAINST
Carol M. Pottenger3-year TSR underperformance vs peer group: -29.9pp vs 20pp threshold (negative absolute TSR)tenure since 2017 — full overlap with underperformance period5-year TSR also underperforms peers by -40.9pp vs 20pp threshold — no 5-year mitigant

Pottenger has served since 2017 and has full overlap with CWT's 3-year and 5-year underperformance periods; both the 3-year trigger (-29.9pp vs 20pp threshold) and the 5-year check (-40.9pp) fire without mitigation.

✗ AGAINST
Lester A. Snow3-year TSR underperformance vs peer group: -29.9pp vs 20pp threshold (negative absolute TSR)tenure since 2011 — full overlap with underperformance period5-year TSR also underperforms peers by -40.9pp vs 20pp threshold — no 5-year mitigant

Snow has served since 2011 and has been on the board through the entirety of the underperformance period being evaluated; both the 3-year and 5-year checks trigger the policy threshold, confirming sustained underperformance with no mitigating factors.

✗ AGAINST
Patricia K. Wagner3-year TSR underperformance vs peer group: -29.9pp vs 20pp threshold (negative absolute TSR)tenure since 2019 — meaningful overlap with underperformance period5-year TSR also underperforms peers by -40.9pp vs 20pp threshold — no 5-year mitigant

Wagner has served since 2019 with meaningful overlap with CWT's underperformance; the 3-year gap of -29.9pp exceeds the 20pp threshold for negative absolute TSR, and the 5-year check also confirms sustained underperformance, leaving no basis for a mitigant.

For Analysis

✓ FOR
Jeffrey Kightlingerjoined 2023 — within 24-month new director exemption

Kightlinger joined the board in 2023, which is within the 24-month new director exemption under the policy, so the TSR underperformance trigger does not apply; he is exempt from the performance accountability screen at this time.

✓ FOR
Yvonne A. Maldonado, M.D.joined 2021 — tenure less than 3 years at time of underperformance measurement; proportional flag only

Maldonado joined in 2021, meaning her tenure covers less than the full 3-year underperformance window measured; the policy directs a flag but not an automatic AGAINST vote when tenure covers less than half the underperformance period, and given she joined relatively recently, an AGAINST vote is not warranted at this time.

✓ FOR
Charles R. Pattonjoined 2023 — within 24-month new director exemption

Patton joined the board in 2023, placing him within the 24-month new director exemption; the TSR underperformance trigger does not apply to directors who have not yet had reasonable time to influence company performance.

CWT's stock returned -15.2% over 3 years while the compensation peer group median returned +14.7%, a gap of -29.9 percentage points that exceeds the 20pp policy threshold for companies with negative absolute TSR. The 5-year check confirms this is sustained underperformance (-40.9pp vs peers), not a transient trough. Eight of eleven directors are voted AGAINST based on meaningful tenure overlap with the underperformance period; three directors (Kightlinger, Patton, and Maldonado) are voted FOR due to the 24-month new director exemption or limited tenure overlap.

Say on Pay

✓ FOR

CEO

Martin A. Kropelnicki

Total Comp

$6,875,256

Prior Support

67%%

prior Say on Pay support fell to 67% in 2025 (below 70% threshold)company conducted meaningful outreach and made substantive changes to long-term plan metrics (added TSR and 3-year average ROE)pay mix improved: 73% variable/performance-based for CEO per proxy disclosure

The 2025 Say on Pay vote fell to 67%, triggering this policy's prior-year response check, but the company demonstrated genuine responsiveness: it reached out to 22 of its largest shareholders, engaged with holders representing 38% of shares, added Total Shareholder Return and 3-year average Return on Equity as metrics to the long-term performance equity plan, retained a new independent compensation consultant (Korn Ferry), and raised the hurdles for the short-term bonus plan. The proxy discloses that 73% of CEO target compensation is variable and performance-based, which satisfies the pay mix threshold, and total CEO compensation of $6.875 million is consistent with a mid-cap regulated utility CEO benchmark. Because the company made meaningful, structural changes in direct response to the failed vote rather than cosmetic tweaks, the policy supports a FOR vote here.

Auditor Ratification

✓ FOR

Auditor

Deloitte & Touche LLP

Tenure

N/A

Audit Fees

N/A

Non-Audit Fees

N/A

auditor tenure not disclosed in the proxy filing text provided — cannot confirm or deny tenure trigger; defaulting to FOR per policy

The proxy filing text provided does not include the auditor fee table or tenure disclosure needed to evaluate the non-audit fee ratio or the 25-year tenure trigger; per policy, when tenure cannot be confirmed from available data, the default is FOR, and Deloitte & Touche LLP is a Big 4 firm appropriate for a $2.7B public utility.

Overall Assessment

The 2026 CWT ballot presents a mixed picture: the Say on Pay vote earns a FOR given genuine post-2025 reforms addressing the 67% failure, and auditor ratification defaults to FOR in the absence of fee data to trigger a concern, but eight of eleven director nominees receive AGAINST votes due to sustained and material stock price underperformance versus the company's own compensation peer group over both 3-year and 5-year periods. Only the three most recently added directors — Kightlinger, Patton, and Maldonado — avoid the TSR trigger based on limited tenure.

Filing date: April 8, 2026·Policy v1.2·medium confidence

Compensation Peer Group

14 companies disclosed in 2026 proxy filing

ALEAllete, Inc.
AWRAmerican States Water Company
AVAAvista Corporation
BKHBlack Hills Corp.
CPKChesapeake Utilities Corp.
WTRGEssential Utilities, Inc.
H2OH2O America
IDAIDACORP, Inc.
MGEEMGE Energy, Inc.
NWENorthwestern Energy Group, Inc.
NWNorthwest Natural Holding Company
OTTROtter Tail Corporation
TXNMTXNM Energy, Inc.
UTLUnitil Corporation