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Dan Kelly

Director at MGE ENERGY
Board

About Dan Kelly

Daniel J. (Dan) Kelly, age 62, is an independent Class III director of MGE Energy (MGEE) since 2024. He is a CPA with an MBA from the University of Wisconsin–Madison and brings deep financial, risk, and strategic leadership experience from a 36‑year career at American Family Insurance, including CFO (2011–2021) and Chief Underwriting Officer (2022–2023), and is currently a Senior Lecturer at UW–Madison’s School of Business . The board has determined he is independent under Nasdaq standards .

Past Roles

OrganizationRoleTenureCommittees/Impact
American Family InsuranceChief Underwriting Officer2022–2023Oversaw product management for P&C portfolio
American Family InsuranceChief Financial Officer2011–2021Accountabilities: Controller, ERM, Reinsurance, Investments, Internal Audit, Facilities
American Family InsuranceVP Human Resources2007–2011Executive leadership role

External Roles

OrganizationRoleTenureNotes
University of Wisconsin–Madison, School of BusinessSenior LecturerSep 2021–presentTeaching/executive education
UW–Madison Athletic BoardBoard Member2023–presentGovernance within athletics
UW Risk Management & Insurance MBA Advisory BoardAdvisor2017–presentIndustry advisory
UW Carbone Cancer Center Advisory BoardAdvisor2020–presentAdvisory role
UW–Madison School of Business Dean’s Advisory BoardAdvisor2012–2024Former advisory role
Edgewood College School of Business Advisory BoardAdvisor2018–2020Former advisory role

No other public company directorships are disclosed for Mr. Kelly in MGEE’s proxy .

Board Governance

  • Committee assignments (2024): Audit Committee (member) and Human Resources & Compensation Committee (member). He signed both the Audit Committee Report and the HRCC Report, indicating active participation .
  • Independence: Board determined Kelly is independent under Nasdaq and MGEE guidelines .
  • Attendance/engagement: Board met 10 times in 2024; Audit (5), HRCC (6). Each director attended >75% of board and committee meetings; all directors attended last year’s Annual Meeting .
  • Board/committee independence: All key committees (Corporate Governance, Audit, HRCC) are 100% independent .
CommitteeRole2024 Meetings
AuditMember 5
Human Resources & CompensationMember 6

Fixed Compensation

Policy design

  • Annual cash retainer for nonemployee directors: $50,000 .
  • Meeting/education fees: $1,500 per board or committee meeting and $1,500 per director education activity attended .
  • Chair/lead fees: Audit Chair $12,500; Lead Independent Director (also Corporate Governance Chair) $12,500; HRCC Chair $10,000 .

2024 actual (Kelly)

ComponentAmount (USD)
Fees Earned or Paid in Cash$62,667
All Other Compensation (education fees)$1,500
Total Cash/Other$64,167

Performance Compensation

Structure and 2024 grant

  • Equity type: Time‑based restricted stock units (RSUs) under the 2021 LTI Plan; 2024 annual director equity grant valued at $80,000 and pro‑rated for directors commencing service in 2024 (Kelly received $67,000). Awards vest at the end of three years, allow continued vesting upon death/disability/retirement, and immediate vesting upon change of control; settlement in stock or a cash/stock mix; 2024 grants settle in 1Q27 .
Grant DateAward TypeUnitsGrant Date Fair ValueVesting/Settlement
Mar 2024RSUs (time‑based)1,061 units (outstanding at 12/31/24 for new directors) $67,000 (pro‑rated) Cliff‑vest 12/31/26; settle 1Q27; continued vesting on death/disability/retirement; immediate vesting on CoC

2024 director compensation mix (Kelly)

Cash vs EquityAmount (USD)
Stock Awards$67,000
Total Director Compensation$131,167

Other Directorships & Interlocks

Company/OrganizationTypeRoleNotes
American Family Insurance (prior employer)Private insurerFormer executiveNo related‑person transactions disclosed with MGEE
UW–affiliated boards (multiple)Academic/non‑profitAdvisor/Board memberSee External Roles above

MGEE disclosed no related‑person transactions requiring disclosure since the beginning of fiscal 2024; the Audit Committee reviews any such transactions per policy .

Expertise & Qualifications

  • CPA; MBA from UW–Madison .
  • Former CFO with oversight of ERM, reinsurance, investments, internal audit—strong finance and risk credentials .
  • Identified board skills include strategic leadership/governance, financial acumen, legal/regulated industry, and customer/community/workforce experience .

Equity Ownership

Ownership and alignment

  • Stock ownership guidelines: 3x annual cash retainer for directors; expected to achieve within three years of election or guideline adoption (effective Jan 1, 2023). All directors have achieved or are on track .
  • Anti‑pledging and anti‑hedging policies apply to directors .
As‑of DateBeneficial SharesRSUs Counted Under GuidelinesTotal “Considered Owned”Percent of Class
Mar 3, 20250 (table shows “–”) 1,979 1,979 <1%

Outstanding units snapshot

  • As of Dec 31, 2024: one RSU award outstanding representing 1,061 units for new 2024 directors (including Kelly) .
  • As of Mar 3, 2025: RSUs counted under ownership guidelines 1,979 units for Kelly, reflecting the subsequent 2025 grant cycle .

Governance Assessment

Strengths

  • Independent director serving concurrently on Audit and HRCC—two key, fully independent committees; signed both committees’ 2024 reports, evidencing active engagement .
  • Board/committee attendance met policy thresholds; board met 10x in 2024; robust committee cadence (Audit 5; HRCC 6) .
  • Strong governance infrastructure: 100% independent key committees; anti‑pledging and anti‑hedging policies; stock ownership guidelines; majority voting with resignation policy; board self‑assessment; refreshment since 2018 .
  • No related‑party transactions requiring disclosure since 2024; Audit Committee oversight of any potential related‑person transactions .
  • Companywide Say‑on‑Pay support of ~94% in 2024 indicates broad investor alignment on compensation practices (context for HRCC oversight) .

Watch items

  • Low direct beneficial ownership (0 shares) as of Mar 3, 2025, though offset by RSUs (1,979 units counted) and on‑track status under ownership guidelines given his 2024 start date .
  • Prior executive affiliation with American Family Insurance; another MGEE director (Dewey) currently serves on AFI boards—no related‑party transactions disclosed, but maintain monitoring for potential perceived interlocks; Audit Committee reviews any such matters .

Overall, Kelly’s audit/compensation committee service, finance/risk background, and adherence to independence and ownership policies support board effectiveness with limited conflict risk based on current disclosures .