ASSOCIATED BANCORP (ASB)

Sector: Financials

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2026 Annual Meeting Analysis

ASSOCIATED BANCORP · Meeting: April 28, 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

10

Directors AGAINST

0

Say on Pay

FOR

Auditor

AGAINST

Director Elections

Election of Directors

10 FOR
✓ FOR
Judith P. Greffin

Director since 2017 with strong investment and risk management credentials; no overboarding, attendance, or TSR trigger concerns — ASB's 3-year TSR of +42.3% trails the peer median by only 9.9 percentage points, well below the 50-point threshold required to trigger a vote against.

✓ FOR
Michael J. Haddad

Director since 2019 with extensive CEO and audit expertise; no overboarding, attendance, or TSR trigger concerns given the peer underperformance gap of only 9.9 percentage points against a 50-point threshold.

✓ FOR
Andrew J. Harmening

CEO and director since 2021 with deep banking industry experience; TSR trigger does not apply as ASB's 3-year peer underperformance of 9.9 percentage points is well below the 50-point threshold, and no other governance concerns are present.

✓ FOR
Rodney Jones-Tyson

Director since 2024 — joined less than 24 months ago — and is therefore fully exempt from the TSR trigger under the new-director exemption; brings relevant financial services and HR expertise.

✓ FOR
Eileen A. Kamerick

Director since 2007 with extensive CFO and corporate governance experience; no overboarding or attendance concerns, and the 3-year peer underperformance gap of 9.9 percentage points is far below the 50-point trigger threshold.

✓ FOR
Kristen M. Ludgate

Director since 2024 — joined less than 24 months ago — and is therefore fully exempt from the TSR trigger; brings relevant HR leadership and legal expertise from HP and 3M.

✓ FOR
Cory L. Nettles

Director since 2013 with strong legal and private equity background; no overboarding or attendance concerns, and peer underperformance of 9.9 percentage points is well below the 50-point trigger threshold.

✓ FOR
Owen J. Sullivan

Director since 2024 — joined less than 24 months ago — and is therefore fully exempt from the TSR trigger; brings relevant M&A, technology, and financial services operations experience.

✓ FOR
Karen T. van Lith

Director since 2004 with strong finance, accounting, and CEO credentials including CPA background; no overboarding or attendance concerns, and the 3-year peer underperformance gap is well below the trigger threshold.

✓ FOR
John (Jay) B. Williams

Board Chairman since 2011 with a 37-year banking career and deep governance credentials; no overboarding or attendance concerns, and peer underperformance of 9.9 percentage points is far below the 50-point trigger threshold.

All 10 director nominees pass the applicable policy screens. ASB's 3-year total shareholder return of +42.3% is strong in absolute terms and trails the disclosed compensation peer group median by only 9.9 percentage points — well below the 50-point threshold required to trigger votes against directors under the strong-positive-TSR tier. Three directors who joined in 2024 are exempt from the TSR trigger under the 24-month new-director exemption. No overboarding, independence, attendance, familial relationship, or skills-matrix concerns were identified for any nominee.

Say on Pay

✓ FOR

CEO

Andrew J. Harmening

Total Comp

$6,354,626

Prior Support

97%%

CEO Andrew Harmening received total compensation of $6,354,626, which is reasonable for a regional bank CEO managing a $45 billion asset institution in the mid-cap financial services space. The pay program is well-structured: 80% of the CEO's target compensation is at-risk variable pay (well above the 50-60% minimum threshold), with 75% of long-term equity awards in performance-based stock units tied to multi-year metrics including relative total shareholder return and return on equity — both meaningful, long-term performance conditions. The company delivered record net income in 2025, TSR meaningfully outperformed the peer group over a 5-year horizon, the prior year say-on-pay vote received 97% support, and a robust clawback policy covering both performance and time-based awards is in place — all of which support a FOR vote.

Auditor Ratification

✗ AGAINST

Auditor

KPMG LLP

Tenure

N/A

Audit Fees

$2,225,000

Non-Audit Fees

$992,217

non audit fee ratio exceeds 50 percent

KPMG received $2,225,000 in core audit fees and $992,217 in non-audit fees (tax fees of $850,217 plus audit-related fees of $142,000), making non-audit fees approximately 44.6% of audit fees when audit-related fees are excluded — however, when audit-related fees are included as non-audit per the policy, the combined non-audit total of $992,217 represents approximately 44.6% of audit fees, which is just below the 50% threshold. Recalculating strictly: $992,217 / $2,225,000 = 44.6%, which is below 50%. Vote FOR on this basis — the non-audit fee ratio does not exceed the 50% policy threshold. KPMG is a Big 4 firm appropriate for ASB's $4.1B market cap. Auditor tenure is not disclosed in the proxy, so the tenure trigger does not apply per policy.

Overall Assessment

Associated Banc-Corp's 2026 annual meeting presents a clean ballot with no significant governance concerns. All 10 director nominees pass applicable policy screens, the CEO pay program is well-structured with strong performance alignment, and while the auditor fee ratio requires close monitoring it does not breach the 50% non-audit threshold that would trigger a vote against KPMG. No stockholder proposals appear on the ballot.

Filing date: March 16, 2026·Policy v1.2·high confidence

Compensation Peer Group

21 companies disclosed in 2026 proxy filing

OZKBank OZK
BKUBankUnited, Inc.
BOKFBOK Financial Corporation
COLBColumbia Banking System, Inc.
CBSHCommerce Bancshares, Inc.
CFRCullen/Frost Bankers, Inc.
FNBF.N.B. Corporation
FULTFulton Financial Corporation
HWCHancock Whitney Corp
ONBOld National Bancorp
PNFPPinnacle Financial Partners, Inc.
PBProsperity Bancshares
SFNCSimmons First National Corp
SNVSynovus Financial Corporation
TCBITexas Capital Bancshares
TRMKTrustmark Corporation
UMBFUMB Financial Corporation
UBSIUnited Bankshares, Inc.
VLYValley National Bancorp
WBSWebster Financial Corporation
WTFCWintrust Financial Corporation