---
schema_version: "secwatch.filing_event.v1"
accession: "0000766829-25-000024"
form_type: "8-K"
ticker: "HTO"
cik: "0000766829"
company_name: "H2O AMERICA"
filed_at: "2025-04-01T23:59:59+00:00"
generated_at: "2026-05-24T01:15:28.124575+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# SJW Group appoints Ann P. Kelly as CFO effective July 1, 2025

## Summary
- Ann P. Kelly, current CAO, appointed CFO and Treasurer, succeeding Andrew F. Walters who becomes CEO on same date.
- Effective July 1, 2025; Kelly to remain Principal Accounting Officer until successor appointed.
- Annual base salary of $480,000, target cash incentive of 55% of base, long-term incentive target of $350,000.
- Company will reimburse Kelly up to $75,000 for relocation to near one of the service territories.

## SEC filing metadata
- accession: 0000766829-25-000024
- form_type: 8-K
- ticker: HTO
- cik: 0000766829
- company_name: H2O AMERICA
- filed_at: 2025-04-01T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 5.02
- EDGAR index: https://www.sec.gov/Archives/edgar/data/766829/000076682925000024/0000766829-25-000024-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/766829/000076682925000024/sjw-20250331.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000766829-25-000024
- JSON: https://secwatch.observer/filing/0000766829-25-000024.json
- Plain text: https://secwatch.observer/filing/0000766829-25-000024.txt

## Key facts
- Executive change
  Andrew F. Walters was appointed as Chief Executive Officer at H2O AMERICA.
  - Action: appointed
  - Role: Chief Executive Officer
  source text: Andrew F. Walters who was appointed to the position of Chief Executive Officer of the Company, also effective July 1, 2025.
  evidence_url: https://www.sec.gov/Archives/edgar/data/766829/000076682925000024/0000766829-25-000024-index.htm
- Executive change
  Ann P. Kelly was appointed as Chief Financial Officer and Treasurer at H2O AMERICA.
  - Action: appointed
  - Role: Chief Financial Officer and Treasurer
  source text: On March 31, 2025, the Board of Directors of SJW Group (the "Company") appointed Ann P. Kelly, the Company's current Chief Accounting Officer and Principal Accounting Officer, to the position of Chief Financial Officer and Treasurer of the Company, effective July 1, 2025.
  evidence_url: https://www.sec.gov/Archives/edgar/data/766829/000076682925000024/0000766829-25-000024-index.htm

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