of Form 8-K by reference . The information in Item 2.02, including the exhibit, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities under that Section, nor shall it be deemed to be incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.

null — Kristen Johnson: Ms. Johnson separated from the Company with a severance package.

of Form 8-K by reference . The information in Item 2.02, including the exhibit, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities under that Section, nor shall it be deemed to be incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.

Entry into a Material Definitive Agreement The disclosure regarding the Forward Sale Agreements (as defined below) under

Regulation FD Disclosure On March 2, 2026, H2O America (the “Company”) issued a press release announcing the Offering (as defined below), and on March 3, 2026, the Company issued a press release announcing that it had priced the Offering. Copies of these press releases are furnished as Exhibits 99.1 and 99.2 hereto and are incorporated herein by reference. The Company anticipates that the net proceeds of the Offering, together with proceeds from certain debt financing, will be used to finance…

Other Events On March 2, 2026, the Company entered into an Underwriting Agreement (the “Underwriting Agreement”) with J.P. Morgan Securities LLC and Wells Fargo Securities, LLC, as representatives (the “Representatives”) of the several underwriters named therein (the “Underwriters”), J.P. Morgan Securities LLC and Wells Fargo Securities, LLC, acting in their capacity as forward sellers (in such capacity, the “Forward Sellers”), and JPMorgan Chase Bank, National Association, New York Branch an…

of Form 8-K by reference . The information in Item 2.02, including the exhibit, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities under that Section, nor shall it be deemed to be incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.

Other Events On December 29, 2025, H2O America issued a press release announcing that its regulated Texas water and wastewater utility subsidiary, SJWTX, Inc. (dba The Texas Water Company, "TWC"), received the fair market value determination in connection with the previously announced acquisition of the assets of Quadvest LP. A copy of the press release is attached as Exhibit 99.1 hereto and is incorporated by reference herein.

Chair of the Board — Eric W. Thornburg: The non-executive Chair is retiring with a named successor (the CEO) and no disagreement, indicating an orderly succession rather than a shock departure.

of Form 8-K by reference . The information in Item 2.02, including the exhibit, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities under that Section, nor shall it be deemed to be incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.

Entry into a Material Definitive Agreement On September 12, 2025, H2O America (the “Company”), San Jose Water Company, a wholly-owned subsidiary of the Company (“SJWC”), and SJWTX, Inc. (“SJWTX”), The Connecticut Water Company ("CWC"), and The Maine Water Company ("MWC), each an indirect wholly-owned subsidiary of the Company (the Company, SJWC, SJWTX, CWC, and MWC, together, the “Borrowers”), entered into an Amendment and Restated Credit Agreement (the “Credit Agreement”) with JPMorgan Chase…

of Form 8-K by reference . The information in Item 2.02, including the exhibit, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities under that Section, nor shall it be deemed to be incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.

Entry into a Material Definitive Agreement. On July 7, 2025, H2O America (the “Company”) through its indirect subsidiary, SJWTX, Inc. (“TWC”), entered into an Asset Purchase Agreement (the “Regulated Business APA”), with Quadvest, L.P., a Texas limited partnership, as seller (“Quadvest Retail”) and the Company, as guarantor, pursuant to which, and subject to the terms and conditions set forth therein, Quadvest Retail has agreed to sell, and TWC has agreed to acquire, substantially all of the…

Chief Accounting Officer — Megan Mattern: The filing discloses the external appointment of Megan Mattern as Chief Accounting Officer and Controller, replacing Ann P. Kelly in that specific role, which is a standard executive hire rather than a departure.

CEO — Andrew F. Walters: The CFO is succeeding the retiring CEO in an orderly transition, which is a significant management change but not a sudden loss of leadership.

of Form 8-K by reference . The information in Item 2.02, including the exhibit, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities under that Section, nor shall it be deemed to be incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.

CFO — Ann P. Kelly: The filing discloses the internal promotion of the Chief Accounting Officer to CFO to succeed the outgoing CFO, who is moving to CEO, representing an orderly succession rather than a loss of executive talent.

CEO — Eric W. Thornburg: The CEO is retiring with a pre-announced internal successor (CFO) taking over, representing an orderly succession rather than a sudden loss of leadership.

of Form 8-K by reference . The information in Item 2.02, including the exhibit, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities under that Section, nor shall it be deemed to be incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.

Chief Accounting Officer — Ann P. Kelly: The filing announces the appointment of an external candidate as Chief Accounting Officer and Principal Accounting Officer, replacing an interim officer who remains in other roles.

Entry into a Material Definitive Agreement. On October 29, 2024, SJW Group (the “Company”) entered into an equity distribution agreement (the “Equity Distribution Agreement”) with BofA Securities, Inc., J.P. Morgan Securities LLC, RBC Capital Markets, LLC and Wells Fargo Securities, LLC (each a “Sales Agent” and, collectively, the “Sales Agents”), pursuant to which the Company may offer and sell shares of its common stock, $0.001 par value per share (the “Shares”), from time to time in “at-th…

Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing. On October 25, 2024, the Company, acting pursuant to authorization from the Board of Directors of the Company (the “Board”), notified the New York Stock Exchange (the “NYSE”) of its intention to voluntarily withdraw the listing of its common stock, par value $0.001 per share (the “Common Stock”), from the NYSE, and to transfer the listing to The Nasdaq Stock Market LLC (“Nasdaq”). The Company…

of Form 8-K by reference . The information in Item 2.02, including the exhibit, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities under that Section, nor shall it be deemed to be incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.

The filing describes an amendment to an executive compensation plan to remove an obsolete tax-related cap, not a change in personnel or management.

Entry into a Material Definitive Agreement On August 2, 2024 (the “Closing Date”), SJW Group (the “Company”), San Jose Water Company, a wholly-owned subsidiary of the Company (“SJWC”), SJWTX, Inc., a wholly-owned subsidiary of the Company (“SJWTX”), and Connecticut Water Service, Inc., an indirect wholly-owned subsidiary of the Company (“CTWS”, and together with the Company, SJWC and SJWTX, the “Borrowers”), entered into a Second Amendment to Credit Agreement (the “ Second Amendment ”) to the…