MGIC INVESTMENT CORP (MTG)

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2026 Annual Meeting Analysis

MGIC INVESTMENT CORP · Meeting: April 23, 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

FOR

Director Elections

Election of Ten Directors

10 FOR
✓ FOR
C. Edward Chaplin

Director since 2014 with deep insurance and financial expertise; MTG's 3-year price return of 114.6% outperforms XLF by +54.2pp, well below the 65pp trigger threshold for a strong-positive TSR company, so no TSR concern applies; holds one outside public board seat (Brighthouse Financial), within the overboarding limit.

✓ FOR
Curt S. Culver

Non-executive Chairman since 2015 with 40+ years in the private mortgage insurance industry; no overboarding issue (Executive Committee only, no outside public boards listed); TSR trigger does not apply given MTG's strong +54.2pp outperformance gap versus the 65pp XLF threshold.

✓ FOR
Jay C. Hartzell

Director since 2019 with academic finance, real estate finance, and governance expertise; holds no outside public board seats; TSR trigger does not fire given the +54.2pp outperformance gap versus the 65pp XLF threshold.

✓ FOR
Martin P. Klein

Director since 2025 (less than 24 months tenure), exempt from the TSR trigger under the new-director exemption; brings substantial CFO and mortgage insurance industry experience from Athene Holdings and Genworth Financial.

✓ FOR
Teresita M. Lowman

Director since 2022 with technology transformation and cybersecurity expertise relevant to MTG's digital strategy; no overboarding concerns; TSR trigger does not apply given the +54.2pp outperformance gap versus the 65pp XLF threshold.

✓ FOR
Timothy J. Mattke

CEO and director since 2019; as an executive director he is subject to the same TSR test as all other directors, but the trigger does not fire given MTG's strong +54.2pp outperformance versus the 65pp XLF threshold; his pay program is evaluated separately under Say on Pay.

✓ FOR
Daniela A. O'Leary-Gill

Director since 2025 (less than 24 months tenure), exempt from the TSR trigger; brings extensive financial services, risk management, and technology experience from BMO Financial Group and Discover Financial Services; holds one outside public board seat (Morgan Stanley Pathway Funds), within limits.

✓ FOR
Sheryl L. Sculley

Director since 2019 with executive leadership and financial oversight experience from large municipal management; no overboarding concerns; TSR trigger does not apply given the +54.2pp outperformance gap versus the 65pp XLF threshold.

✓ FOR
Michael L. Thompson

Director since 2023 with CEO-level operational and financial reporting experience; no overboarding concerns; TSR trigger does not apply given the +54.2pp outperformance gap versus the 65pp XLF threshold.

✓ FOR
Mark M. Zandi

Director since 2010 with deep economics and residential real estate expertise as Chief Economist of Moody's Analytics; no overboarding concerns; TSR trigger does not apply given the +54.2pp outperformance gap versus the 65pp XLF threshold; the Board previously considered the Moody's relationship and determined it falls below independence thresholds.

All ten director nominees pass the policy screens. MTG's 3-year price return of 114.6% outperforms the XLF sector ETF benchmark by +54.2 percentage points, which is below the 65pp trigger threshold applicable to companies with strong positive TSR, so no TSR-based AGAINST votes are warranted. No director is overboarded, no independence concerns were identified for committee assignments, and attendance at board and committee meetings was at least 75% for all nominees. Two directors (Klein and O'Leary-Gill) joined in 2025 and are exempt from the TSR trigger as new directors.

Say on Pay

✓ FOR

CEO

Timothy Mattke

Total Comp

$8,369,392

Prior Support

98%+%

CEO total compensation of $8,369,392 is reasonable for the role at a $5.6 billion financial services company, and the pay structure is well-designed: 61% of the CEO's target pay opportunity is performance-based (tied to ROE, new insurance written, insurance in force, and multi-year book value growth goals), comfortably above the 50-60% threshold the policy requires for variable pay. The pay-for-performance alignment check is also satisfied — MTG's stock gained 114.6% over three years, strongly outperforming the XLF benchmark, meaning above-target incentive payouts are supported by actual shareholder returns. The company has a robust clawback policy compliant with Dodd-Frank, equity dilution from executive awards was just 0.29% of shares outstanding (well below the 2-3% flag threshold), and prior Say on Pay votes exceeded 98% support in each of the last three years, confirming continued shareholder endorsement of the program.

Auditor Ratification

✓ FOR

Auditor

PricewaterhouseCoopers LLP

Tenure

N/A

Audit Fees

$2,455,000

Non-Audit Fees

$197,098

Non-audit fees (audit-related fees of $65,000, tax fees of $130,098, and other fees of $2,000, totaling $197,098) represent approximately 8% of audit fees of $2,455,000, well below the 50% threshold that would raise independence concerns. PwC is a Big 4 firm appropriate for a $5.6 billion market cap company. Auditor tenure is not disclosed in the proxy, so the tenure trigger cannot fire per policy — this is noted as a minor negative but does not change the vote. No material restatements were identified.

Actual Vote Results

Meeting held April 23, 2026

View 8-K ↗

Director Elections

Nominee% FORVotes ForWithheld / AgainstResult
Jay C. Hartzell
99.7%
186.4M615,077✓ Elected
Teresita M. Lowman
99.7%
186.4M634,911✓ Elected
Sheryl L. Sculley
99.7%
186.4M655,616✓ Elected
Martin P. Klein
99.6%
186.3M686,743✓ Elected
Daniela O'Leary-Gill
99.6%
186.3M725,343✓ Elected
Michael L. Thompson
99.4%
185.9M1.2M✓ Elected
Timothy J. Mattke
99.3%
185.6M1.4M✓ Elected
Curt S. Culver
98.3%
183.9M3.2M✓ Elected
C. Edward Chaplin
96.6%
180.7M6.3M✓ Elected
Mark M. Zandi
96.6%
180.6M6.4M✓ Elected

Say on Pay

99.0%

For 185.1M · Against 1.7M · Abstain 288,063

✓ Passed

Auditor Ratification

95.6%

For 190.0M · Against 8.6M · Abstain 133,592

✓ Passed

Overall Assessment

The 2026 MGIC Investment Corp annual meeting ballot consists of three standard proposals: election of ten directors, advisory Say on Pay vote, and ratification of PricewaterhouseCoopers as auditor. All proposals pass the applicable policy screens and receive a FOR vote determination — director TSR performance is strong, executive pay is well-structured and aligned with shareholder returns, and auditor fees show no independence concerns.

Filing date: March 20, 2026·Policy v1.2·high confidence

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