BANK OF HAWAII CORP (BOH)

Sector: Financials

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2026 Annual Meeting Analysis

BANK OF HAWAII CORP · Meeting: April 24, 2026

Policy v0.7medium 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

12

Directors AGAINST

0

Say on Pay

FOR

Auditor

FOR

Director Elections

Election of Directors

12 FOR
✓ FOR
John C. Erickson

Director since 2019 (6 years), no overboarding concerns (2 public boards), all attendance requirements met, and BOH's 3-year TSR of +25.3% outperforms the peer median of +18.5% by +6.8pp, well below the 50pp threshold required to trigger a no vote.

✓ FOR
Joshua D. Feldman

Director since 2019, no public board overboarding, attended at least 75% of meetings, and TSR performance relative to peers does not trigger any concern under the policy.

✓ FOR
Michelle E. Hulst

Director since 2019, no overboarding issues, attendance is adequate, and the positive 3-year TSR outperformance vs. peers clears the policy threshold by a wide margin.

✓ FOR
Kent T. Lucien

Long-tenured director (since 2006) and former CFO of BOH with deep financial expertise; no overboarding, attendance satisfactory, and TSR vs. peer median does not trigger any concern.

✓ FOR
Elliot K. Mills

Director since 2021, no overboarding, attended at least 75% of meetings, and BOH's strong positive 3-year TSR outperforms peers, so no TSR trigger applies.

✓ FOR
Alicia E. Moy

Director since 2017 with 1 other public board seat (within limits), adequate attendance, and peer-relative TSR performance is well within the acceptable range.

✓ FOR
Victor K. Nichols

Director since 2014 with 2 other public board seats (within the 4-seat limit for non-executive directors), attended at least 75% of meetings, and peer-relative TSR does not trigger a no vote.

✓ FOR
James C. Polk

Newly appointed CEO joining the board April 1, 2026 — exempt from the TSR trigger as a director who joined within the past 24 months; brings 26 years of experience at BOH and is well-qualified for oversight of the institution he now leads.

✓ FOR
Dana M. Tokioka

Director since 2020, no overboarding, attended at least 75% of meetings, and BOH's positive 3-year TSR relative to peers does not raise any concern.

✓ FOR
Raymond P. Vara, Jr.

Director since 2013, incoming non-executive Board Chair, no overboarding issues, adequate attendance, and peer-relative TSR comfortably passes the policy threshold.

✓ FOR
Suzanne P. Vares-Lum

Director since 2023 (approximately 2 years), effectively at the boundary of the 24-month new-director exemption; even applying the trigger, BOH's +6.8pp outperformance vs. peer median is far below the 50pp threshold, so no concern arises.

✓ FOR
Robert W. Wo

Long-tenured director (since 2002) and Chair of the Human Resources & Compensation Committee; no overboarding, attendance is satisfactory, and BOH's 3-year TSR outperformance vs. peers is well within acceptable bounds.

All 12 director nominees receive a FOR recommendation. BOH's 3-year total shareholder return of +25.3% outperforms the company's own compensation peer group median of +18.5% by approximately +7 percentage points — well below the 50-percentage-point underperformance threshold required to trigger a no vote at this positive absolute return level. No director is overboarded, all attended at least 75% of meetings, the board is 92% independent with 100% independent key committees, and no familial or independence concerns were identified. New CEO James Polk joins the board and is exempt from the TSR trigger as a newly appointed director.

Say on Pay

✓ FOR

CEO

PETER S. HO

Total Comp

$6,016,006

Prior Support

95%%

CEO Peter Ho received total compensation of approximately $6.0 million, which is reasonable for a regional bank CEO at a $2.9 billion market cap company in the Financial Services sector. Shareholders gave overwhelming 95% support to the pay program at the 2025 annual meeting (up from 94% in 2024 and recovering from 74% in 2023), signaling broad acceptance and the company's successful response to prior shareholder feedback. Approximately 82% of the CEO's total pay is performance-based — well above the 50-60% threshold required by policy — with long-term incentive awards tied to return on common equity and total shareholder return over a three-year period, and short-term bonuses driven by a balanced scorecard with pre-set targets across five equally weighted metrics. The company maintains a formalized clawback policy, meaningful stock ownership requirements (5x salary for the CEO), no tax gross-ups, and no employment agreements, all of which are positive governance indicators.

Auditor Ratification

✓ FOR

Auditor

Ernst & Young LLP

Tenure

N/A

Audit Fees

N/A

Non-Audit Fees

N/A

tenure not disclosedfee detail not extracted from filing text

Ernst & Young is a Big 4 firm appropriate for BOH's $2.9 billion market cap and complexity as a regulated financial institution. The proxy filing text provided does not include a detailed fee breakdown table, so the non-audit fee ratio cannot be calculated and the tenure trigger cannot be confirmed — per policy, the tenure trigger requires confirmed data to fire, so we default to FOR. No material financial restatements were identified. The absence of disclosed tenure is noted as a minor negative factor but does not override the default FOR vote.

Overall Assessment

The 2026 Bank of Hawaii annual meeting presents three standard proposals — director elections, executive compensation advisory vote, and auditor ratification — with no stockholder proposals on the ballot. All proposals receive a FOR recommendation: the full 12-director slate passes all policy screens given BOH's positive peer-relative 3-year TSR, the executive pay program earns strong marks for its high performance-based pay mix and prior 95% shareholder support, and Ernst & Young is an appropriate Big 4 auditor for the company's size, with no confirmed grounds for a negative vote.

Filing date: March 13, 2026·Policy v0.7·medium confidence

Compensation Peer Group

16 companies disclosed in 2026 proxy filing

ASBAssociated Banc-Corp
BANCBanc of California, Inc.
BANRBanner Corporation
CATYCathay General Bancorp
CBSHCommerce Bancshares, Inc.
CBUCommunity Financial System, Inc.
CVBFCVB Financial Corp.
FFBCFirst Financial Bancorp.
FHBFirst Hawaiian, Inc.
FULTFulton Financial Corporation
GBCIGlacier Bancorp, Inc.
HWCHancock Whitney Corporation
HOMBHome Bancshares, Inc. (Conway, AR)
IBOCInternational Bancshares Corporation
PPBIPacific Premier Bancorp, Inc.
PBProsperity Bancshares, Inc.