UTAH MEDICAL PRODUCTS INC (UTMD)

Sector: Health Care

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2026 Annual Meeting Analysis

UTAH MEDICAL PRODUCTS INC · Meeting: May 1, 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

0

Directors AGAINST

2

Say on Pay

FOR

Auditor

FOR

Director Elections

Election of Directors

/2 AGAINST

Against Analysis

✗ AGAINST
Ernst G. HoyerTSR underperformance trigger: 3-year price return -29.4% vs IHI benchmark; gap of -47.3pp exceeds 30pp threshold for negative absolute TSR; 5-year return -21.9% also negative with gap exceeding 30pp threshold — no 5-year mitigant applies; director has served since 1996, full tenure overlap with underperformance periodfamilial relationship concern: serves on Compensation Committee which oversees CEO whose daughter (Carrie Leigh) also sits on the board — board independence question

Mr. Hoyer has served since 1996 and the stock has declined roughly 29% over the past three years while the medical devices benchmark (IHI) gained about 18%, a gap of approximately 47 percentage points that far exceeds the 30-point trigger for companies with negative absolute returns; the 5-year record is similarly weak (-21.9% vs IHI), so the longer-term check does not rescue the 3-year result.

✗ AGAINST
James H. BeesonTSR underperformance trigger: 3-year price return -29.4% vs IHI benchmark; gap of -47.3pp exceeds 30pp threshold for negative absolute TSR; 5-year return -21.9% also negative with gap exceeding 30pp threshold — no 5-year mitigant applies; director has served since 2007, full tenure overlap with underperformance period

Dr. Beeson has served since 2007 and shares the same substantial TSR underperformance record as the full board — the stock's roughly 47-percentage-point lag behind the medical devices benchmark (IHI) over three years, combined with an equally weak five-year record, triggers a vote against under the policy.

For Analysis

Both nominees standing for re-election have tenures of 18 and 29 years respectively and presided over a period in which UTMD's stock declined approximately 29% over three years while the medical devices sector ETF (IHI) gained roughly 18%, a gap of about 47 percentage points that far exceeds the 30-point trigger applicable when absolute returns are negative; the five-year record provides no mitigant, as UTMD is also down approximately 22% over five years against a positive IHI benchmark. Both directors receive an AGAINST vote.

Say on Pay

✓ FOR

CEO

Kevin L. Cornwell

Total Comp

$341,709

Prior Support

N/A

CEO Kevin Cornwell's total compensation for 2025 was $341,709 — an exceptionally modest figure for a CEO at a $202 million market-cap medical device company, well below typical benchmarks for this role, industry, and company size. The pay structure is heavily performance-linked: roughly 72% of his total pay came from a profit-sharing bonus that automatically declined 15% in 2025 because company earnings fell 16%, demonstrating genuine pay-for-performance alignment. The company has a formal clawback policy, no problematic equity dilution from CEO grants (no CEO options have been awarded in over 20 years), and fixed salary represents only a small fraction of total compensation.

Auditor Ratification

✓ FOR

Auditor

Haynie & Company

Tenure

N/A

Audit Fees

$68,385

Non-Audit Fees

$38,300

The non-audit fees paid to Haynie & Company (audit-related fees of $38,300) represent about 56% of the core audit fees ($68,385), which is above the 50% threshold; however, the proxy explains these fees consist primarily of quarterly Form 10-Q reviews which are a routine extension of the audit engagement, and no tax or consulting work is included — treating these as effectively audit-scope work brings the ratio to zero, and there are no material restatements or other disqualifying factors, so ratification is supported.

Overall Assessment

The 2026 UTMD annual meeting presents three proposals: both director nominees receive AGAINST votes due to sustained, severe stock underperformance relative to the medical devices benchmark (IHI) over both three- and five-year periods with no mitigating factors; the auditor ratification and say-on-pay advisory vote both receive FOR votes, as CEO pay is unusually modest and well-aligned with performance, and auditor fees are within acceptable bounds.

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