Velarion · Company Intelligence
Compensation Brief
Fiscal year 2025 · Filings through 2026-06-23

Cadiz (CDZI)

Fiscal year 2025 executive and director compensation, incentive-plan design, equity activity, and governance — every figure in this brief is traceable to its exact location in the company’s SEC filing — the document, the section, the page, and the table, linked directly.

$1,239,033
Stanley Speer total, FY2025
Principal Financial Officer and Secretaryhighest-paid officer; CEO Susan Kennedy: $1,057,625
12th
CEO (Susan Kennedy) pay percentile vs peers
CEO-to-median pay ratio
98.17%
Say-on-pay support, latest vote
Companies that benchmark against CDZI
1 company names CDZI as a compensation peer

Each company listed discloses CDZI in its own benchmarking peer group, as disclosed in each company's most recent proxy statement within the last two proxy seasons. Two companies are therefore absent by design: one that named CDZI in an earlier year and no longer does, and one whose own most recent disclosure is older than the last two seasons.

01

Summary Compensation Table — fiscal year 2025

Named executive officerSalaryBonusStock awardsOption awardsNon-equity incentivePension / NQDCAll otherTotal
Stanley Speer$368,461$0$847,742$0$0$0$22,830$1,239,033
Principal Financial Officer and Secretary
Susan Kennedy400,0000645,62500012,0001,057,625
President and Chief Executive Officer
Cathryn Rivera275,0000196,6710000471,671
Chief Operating Officer

A dash means the company reported no figure in that column; 0 means it reported zero. Figures are as printed in the filing, without adjustment.

Three-year trend — total compensation per named executive

Named executive officerFY2025 totalFY2024 totalFY2023 totalΔ FY20242025
Stanley Speer$1,239,033$481,531+757,502
Susan Kennedy1,057,6252,280,114−1,222,489
Cathryn Rivera471,671232,074+239,597

Prior-year totals as disclosed in the corresponding proxy; deltas are computed values with the derivation shown in the register.

02

Equity transactions since the proxy statement was filed

No insider equity transactions reported since the proxy statement.

03

Grants of plan-based awards — fiscal year 2025

ExecutiveAwardGrant dateThresholdTargetGrantedMaximumGrant-date fair value
Susan KennedyRSU125,000
Cathryn RiveraRSU10,000
Stanley SpeerRSU141,600
03b

Vehicle mix — grant-date fair value by award type

Grant-level vehicle detail not disclosed.

% performance-vested = PSU grant-date fair value ÷ (RSU + PSU + Options), a computed value with the derivation shown in the register.

04

Outstanding equity awards at fiscal year-end 2025

ExecutiveAwardShares unvestedExercise priceMarket value unvested
Susan KennedyPSU200,000$1,122,000
Susan KennedyPSU540,0003,029,400
Stanley SpeerPSU260,0001,458,600
Cathryn RiveraPSU137,500771,375
Stanley SpeerPSU91,600531,876
Cathryn RiveraPSU68,800385,968
05

Incentive-plan design — the Compensation Discussion & Analysis

The Company's executive compensation programs seek to maintain a competitive annual salary structure and emphasize long-term, equity-based incentives that are connected to the ultimate implementation of our projects. These programs strive to align the interests of the executive officers and senior management with those of the Company's stockholders by reducing the risk that executives will place too much focus on short-term achievements to the detriment of long-term milestones.

CEO STI target (% of salary)
CEO LTI target (% of salary)
Independent consultantCoda Advisors
Clawback policytrue
Anti-hedgingtrue
Anti-pledgingtrue
06

Say-on-pay — recent advisory votes

Meeting yearMeeting dateForAgainstAbstainSupportOutcome
20262026-06-1851,626,262959,82344,04598.17%Passed
20252025-06-1244,879,2524,813,99317,93290.31%Passed
20242024-06-1140,270,1611,692,55418,47195.97%Passed
20232023-06-2145,241,784480,3628,11198.95%Passed
20222022-06-1226,523,212469,81118,74798.26%Passed
20212021-06-1731,641,645189,4641,62699.4%Passed

Rows are labeled by annual-meeting year, with the meeting date beside each; the vote held in a given year acts on the prior fiscal year's compensation.

Say-on-pay — history, company's computation

Meeting yearMeeting dateApproval — company's computation
20262026-06-1898.17%a
20252025-06-1290.31%b
20242024-06-1195.97%c

a. Voting standard not stated in the filing.

b. Voting standard not stated in the filing.

c. Voting standard not stated in the filing.

Approval percentages are the company's own reported computations under its own stated standard, not recomputed by Velarion. Where a company does not state a standard, none is assumed.

08

Director compensation — fiscal year 2025

DirectorCash feesStock awardsOption awardsNon-equity incentiveAll otherTotal
Kenneth T. LombardIndependent$75,000$25,000$100,000
Richard PolancoIndependent75,00025,000100,000
Maria EchavesteIndependent75,00025,000100,000
Stephen E. CourterIndependent75,00025,000100,000
Winston H. HickoxIndependent · Lead Independent Director75,00025,000100,000
Susan P. KennedyEmployee director · Board Chair0
09

Board fee structure and ownership guideline

Annual cash retainer$75,000
Annual equity retainer$25,000
Per board meeting fee
Committee chair fees (audit / comp / nom-gov)
Stock ownership guideline
09b

Total cost of the board

ComponentFY2025
Cash retainers and fees$375,000
Equity awards (grant-date value)$125,000
All other compensation$0
Total cost of the board$500,000

Computed as the sum of the director compensation table rows above; inputs and formula shown in the register.

10

Disclosed peer group — fiscal year 2025

The compensation peer group as the company disclosed it in its own proxy — the reference set behind the percentile above.

10a

Peer reciprocity

Of the companies Cadiz names as compensation peers, which name it back in their own disclosed peer groups. A peer set the market reciprocates reads differently from one selected in a single direction.

Reciprocity shown where the peer's own current proxy has been read — each mark is cited in the register to that peer's filing. A dash means the peer's current proxy was read and names no reciprocal group including Cadiz.

10b

Chief executive pay against the peer group

Most recent fiscal-year chief executive compensation at each disclosed peer, taken from that company's own proxy statement.

RankCompanyFYChief executiveSalaryStock awardsOption awardsNon-equity incentiveTotal
1Five Point Holdings2025Daniel Hedigan$650,000$4,736,511$0$2,850,000$8,247,397
2Forestar Group, Inc.2025Anthony Oxley500,0002,247,64001,315,6774,188,576
3Tejon Ranch Co.2025Matthew Walker513,3931,441,6790396,4632,355,829
4The St. Joe Company2025Jorge Gonzalez611,673308,143001,857,798
5Stratus Properties2024William Armstrong750,000587,9230344,5051,751,376
6Maui Land & Pineapple2025Race Randle551,250826,87601,378,306
7Limoneira Company2025Harold Edwards719,250499,997001,277,951
8Cadiz2025Susan Kennedy400,000645,625001,057,625
9Pure Cycle Corp.2025Mark Harding525,000114,30000965,016
Alico, Inc.not in coverage universe

Each peer's compensation is from its most recently filed proxy; fiscal years differ by company. Each peer's figures come from its own filings; the subject company is highlighted. Peers whose chief executive compensation is outside our coverage universe are stated as such, never left blank.

10c

Incentive design against the same peers

CompanyAnnual incentive payoutLong-term vehicle mixPSU measures include TSRCompensation consultant
Cadiznot disclosedRSU 100not disclosedCoda Advisors
Alico, Inc.not disclosedPSU 100NoSemler Brossy Consulting Group, LLC
Five Point Holdings143%PSU 70 · RSU 30NoFerguson Partners Consulting
Forestar Group, Inc.not disclosednot disclosedNoLockton Companies
Limoneira Companynot disclosedPSU 50 · RSU 50NoPearl Meyer
Maui Land & Pineapplenot disclosedRSU 100not disclosedPay Governance, LLC
Pure Cycle Corp.not disclosednot disclosednot disclosednot disclosed
Stratus Propertiesnot disclosednot disclosednot disclosedFTI Consulting, Inc.
Tejon Ranch Co.62%RSU 50 · PSU 50NoSemler Brossy Consulting Group, LLC
The St. Joe Company150%RSU 100not disclosednot disclosed

Read from each company's Compensation Discussion and Analysis: annual incentive payout as a percentage of target, the disclosed long-term vehicle mix, whether performance-share measures include a total shareholder return component, and the retained compensation consultant. “Not disclosed” appears only where the company's filing does not state the item.

11

Source register

Each figure's location is given both for the eye (section · page · table · row · column) and for a script (table/row/column index and exact character span in the filed document). Any figure can be independently confirmed against the source.

#SupportsDocumentFiledAccessionLocation in document
1Section 01, Stanley SpeerDEF 14A2026-04-300001437749-26-014053Section “Summary Compensation Table” · page 35. As printed: 1,239,033. Filing ↗
2Section 01, Susan KennedyDEF 14A2026-04-300001437749-26-014053Section “Summary Compensation Table” · page 35. As printed: 1,057,625. Filing ↗
3Section 01, Cathryn RiveraDEF 14A2026-04-300001437749-26-014053Section “Summary Compensation Table” · page 35. As printed: 471,671. Filing ↗
4Section 03, Susan Kennedy RSUDEF 14A2026-04-300001437749-26-014053Section “Executive Compensation” · grants of plan-based awards table. Filing ↗machine: span 350979–350986
5Section 03, Cathryn Rivera RSUDEF 14A2026-04-300001437749-26-014053Section “Executive Compensation” · grants of plan-based awards table. Filing ↗machine: span 351066–351072
6Section 03, Stanley Speer RSUDEF 14A2026-04-300001437749-26-014053Section “Executive Compensation” · grants of plan-based awards table. Filing ↗machine: span 349009–349016
7Section 08, Kenneth T. LombardDEF 14A2026-04-300001437749-26-014053Section “Director Compensation”. As printed: 100,000. Filing ↗machine: span 475444–475451
8Section 08, Richard PolancoDEF 14A2026-04-300001437749-26-014053Section “Director Compensation”. As printed: 100,000. Filing ↗machine: span 477932–477939
9Section 08, Maria EchavesteDEF 14A2026-04-300001437749-26-014053Section “Director Compensation”. As printed: 100,000. Filing ↗machine: span 470988–471146
10Section 08, Stephen E. CourterDEF 14A2026-04-300001437749-26-014053Section “Director Compensation”. As printed: 100,000. Filing ↗machine: span 467316–467474
11Section 08, Winston H. HickoxDEF 14A2026-04-300001437749-26-014053Section “Director Compensation”. As printed: 100,000. Filing ↗machine: span 472844–473002
12Section 08, Susan P. KennedyDEF 14A2026-04-300001437749-26-014053Section “Director Compensation”. As printed: 0. Filing ↗
13Section 06, 2026 voteForm 8-K2026-06-230001437749-26-021420Item 5.07 · say-on-pay result. As reported: 98.17% (votes for as printed: 51,626,262). Filing ↗
14Section 06, 2025 voteForm 8-K2025-06-130001437749-25-020303Item 5.07 · say-on-pay result. As reported: 90.31% (votes for as printed: 44,879,252). Filing ↗
15Section 06, 2024 voteForm 8-K2024-06-140001437749-24-020284Item 5.07 · say-on-pay result. As reported: 95.97% (votes for as printed: 40,270,161). Filing ↗
16Section 01 trend, Δ column (computed)ComputedcomputedΔ = current-FY total − prior-FY total per named officer.machine: formula: Δ = FY(n) − FY(n−1)
17Section 09b board cost (computed)ComputedcomputedCash 375,000 + equity 125,000 + all other 0 = 500,000, summed across the director compensation table rows.machine: formula: Σ = 500,000
18Five Point Holdings, Section 10b CEO totalDEF 14A2026-04-240001574197-26-000016CEO total compensation as printed in Five Point Holdings's own proxy. As printed: 8,247,397. Filing ↗machine: t25 · r2 · c25 · span 505848–505857
19Forestar Group, Inc., Section 10b CEO totalDEF 14A2025-12-160001628280-25-057287CEO total compensation as printed in Forestar Group, Inc.'s own proxy. As printed: 4,188,576. Filing ↗machine: r6 · c48 · span 544185–544194
20Tejon Ranch Co., Section 10b CEO totalDEF 14A2026-04-030001628280-26-023519CEO total compensation as printed in Tejon Ranch Co.'s own proxy. As printed: 2,355,829. Filing ↗machine: t40 · r3 · c14 · span 701495–701504
21The St. Joe Company, Section 10b CEO totalDEF 14A2026-03-310001140361-26-012328CEO total compensation as printed in The St. Joe Company's own proxy. As printed: 1,857,798. Filing ↗machine: r2 · c18 · span 439625–439634
22Stratus Properties, Section 10b CEO totalDEF 14A2025-04-080001193125-25-075061CEO total compensation as printed in Stratus Properties's own proxy. As printed: 1,751,376. Filing ↗machine: r2 · c29 · span 574394–574404
23Maui Land & Pineapple, Section 10b CEO totalDEF 14A2026-04-090001437749-26-011910CEO total compensation as printed in Maui Land & Pineapple's own proxy. As printed: 1,378,306. Filing ↗machine: t67 · r1 · c29 · span 307864–307873
24Limoneira Company, Section 10b CEO totalDEF 14A2026-02-180001174947-26-000188CEO total compensation as printed in Limoneira Company's own proxy. As printed: 1,277,951. Filing ↗machine: r1 · c6 · span 771090–771099
25Cadiz (subject), Section 10b CEO totalDEF 14A2026-04-300001437749-26-014053CEO total compensation as printed in Cadiz's own proxy. As printed: 1,057,625. Filing ↗
26Pure Cycle Corp., Section 10b CEO totalDEF 14A2025-12-040001104659-25-118311CEO total compensation as printed in Pure Cycle Corp.'s own proxy. As printed: 965,016. Filing ↗machine: span 328887–328894
27Section 10a, Five Point Holdings reciprocityDEF 14A0001574197-26-000016Five Point Holdings's most recent proxy was read; its disclosed peer group does not include Cadiz. Filing ↗
28Section 10a, Limoneira Company reciprocityDEF 14A0001174947-26-000188Limoneira Company names Cadiz in its own disclosed peer group (read from its most recent proxy). Filing ↗
29Section 10a, Tejon Ranch Co. reciprocityDEF 14A0001628280-26-023519Tejon Ranch Co.'s most recent proxy was read; its disclosed peer group does not include Cadiz. Filing ↗
30Section 10a, Forestar Group, Inc. reciprocityDEF 14A0001628280-25-057287Forestar Group, Inc.'s most recent proxy was read; its disclosed peer group does not include Cadiz. Filing ↗
31Section 10a, Stratus Properties reciprocityDEF 14A0001193125-25-075061Stratus Properties's most recent proxy was read; its disclosed peer group does not include Cadiz. Filing ↗