---
schema_version: "secwatch.filing_event.v1"
accession: "0000766829-24-000131"
form_type: "8-K"
ticker: "HTO"
cik: "0000766829"
company_name: "H2O AMERICA"
filed_at: "2024-11-12T23:59:59+00:00"
generated_at: "2026-05-30T02:28:26.682850+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# SJW Group appoints Ann P. Kelly as Chief Accounting Officer effective Nov 12

## Summary
- Kelly named Chief Accounting Officer and Principal Accounting Officer, succeeding Andrew F. Walters in interim role; Walters remains CFO/Treasurer.
- Compensation includes $425,000 base salary, 30% target cash incentive, and $350,000 RSU award plus 2025 RSUs of $148,750.
- Kelly previously served as CFO of American Electric Power (AEP) and held finance roles at UGI and Exelon Generation.
- Also appointed CAO of subsidiaries San Jose Water Company and The Connecticut Water Company.
- Kelly brings 15 years of utility accounting and finance experience, with an MBA from Villanova and BA from Ohio Wesleyan.

## SEC filing metadata
- accession: 0000766829-24-000131
- form_type: 8-K
- ticker: HTO
- cik: 0000766829
- company_name: H2O AMERICA
- filed_at: 2024-11-12T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 5.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/766829/000076682924000131/0000766829-24-000131-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/766829/000076682924000131/sjw-20241106.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000766829-24-000131
- JSON: https://secwatch.observer/filing/0000766829-24-000131.json
- Plain text: https://secwatch.observer/filing/0000766829-24-000131.txt

## Key facts
- Executive change
  Andrew F. Walters changed role as Interim Principal Accounting Officer at H2O AMERICA.
  - Action: replaced
  - Role: Interim Principal Accounting Officer
  source text: Ms. Kelly will replace Andrew F. Walters in his role as the Interim Principal Accounting Officer of the Company.
  evidence_url: https://www.sec.gov/Archives/edgar/data/766829/000076682924000131/0000766829-24-000131-index.htm
- Executive change
  Ann P. Kelly was appointed as Chief Accounting Officer and Principal Accounting Officer at H2O AMERICA.
  - Action: appointed
  - Role: Chief Accounting Officer and Principal Accounting Officer
  source text: On November 6, 2024, the Board of Directors (the “Board”) of SJW Group (the “Company”) appointed Ann P. Kelly as the Chief Accounting Officer and Principal Accounting Officer of the Company, effective November 12, 2024.
  evidence_url: https://www.sec.gov/Archives/edgar/data/766829/000076682924000131/0000766829-24-000131-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.