Velarion · Company Intelligence
Compensation Brief
Fiscal year 2025 · Filings through 2026-06-03

Calumet (CLMT)

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.

$6,799,276
Todd Borgmann total, FY2025
33rd
CEO pay percentile vs peers
CEO-to-median pay ratio
98.13%
Say-on-pay support, latest vote
Companies that benchmark against CLMT
No companies currently name CLMT as a compensation peer in their most recent disclosure.

This is the complete answer, not a partial one — the list is never padded.

01

Summary Compensation Table — fiscal year 2025

Named executive officerSalaryBonusStock awardsOption awardsNon-equity incentivePension / NQDCAll otherTotal
Todd Borgmann$950,000$0$4,455,029$0$1,287,593$0$106,654$6,799,276
President & Chief Executive Officer
Scott Obermeier492,8470785,7870639,445020,4801,938,559
President - Specialties
Bruce Fleming532,4780748,7790468,4230177,5491,927,229
Executive Vice President - Montana Renewables & Corporate Strategy
David Lunin491,8560799,8260595,877021,0721,908,631
Executive Vice President - Chief Financial Officer
Gregory Morical415,5340491,6180359,964034,2761,301,391
Senior Vice President, General Counsel & Secretary

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
Todd Borgmann$6,799,276
Scott Obermeier1,938,559
Bruce Fleming1,927,229
David Lunin1,908,631
Gregory Morical1,301,391

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
Todd BorgmannRSU2025-02-25100,933$1,567,489
Todd BorgmannRSU2025-02-2588,5381,374,995
David LuninRSU2025-02-2512,761198,178
Bruce FlemingRSU2025-02-2518,498287,274
Bruce FlemingRSU2025-02-2514,150219,750
David LuninRSU2025-02-2524,701383,607
Gregory MoricalRSU2025-02-2514,679227,965
Gregory MoricalRSU2025-02-258,085125,560
Scott ObermeierRSU2025-02-2512,590195,523
Scott ObermeierRSU2025-02-2524,157375,158
03b

Vehicle mix — grant-date fair value by award type

Named executive officerTime-vested (RSU)Performance-vested (PSU)Options / SARs% performance-vested
Todd Borgmann$2,942,484$0$00.0%
David Lunin581,785000.0%
Bruce Fleming507,024000.0%
Gregory Morical353,525000.0%
Scott Obermeier570,681000.0%

% 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
Bruce FlemingPSU4,716$93,707
Todd BorgmannRSU417,8448,302,560
Todd BorgmannPSU29,512586,403
Bruce FlemingRSU180,9873,596,212
David LuninRSU90,3551,795,354
Gregory MoricalRSU76,6021,522,082
Scott ObermeierRSU70,4911,400,656
David LuninPSU4,25384,507
Scott ObermeierPSU4,19683,375
Gregory MoricalPSU2,69553,550
05

Incentive-plan design — the Compensation Discussion & Analysis

CEO STI target (% of salary)
CEO LTI target (% of salary)
Independent consultant
Clawback policy
Anti-hedging
Anti-pledging
06

Say-on-pay — recent advisory votes

Meeting yearMeeting dateForAgainstAbstainSupportOutcome
20262026-06-0250,222,235956,685276,08798.13%Passed
20252025-06-1040,897,636851,240259,04497.96%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
20262026-06-0298.13%a
20252025-06-1097.96%b

a. Voting standard not stated in the filing.

b. 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
Stephen P. MawerNot independent · Board Chair · Risk · Strategy and Growth$137,500$338,333$475,833
Paul C. Raymond IIIIndependent · Audit · Strategy and Growth (Chair)99,250183,083282,333
Amy M. SchumacherIndependent · Nominating/Governance · Compensation · Governance92,750180,917273,667
John (“Jack”) G. BossIndependent · Audit · Compensation (Chair)103,000160,300263,300
Karen A. TwitchellIndependent · Audit · Nominating/Governance108,375150,000258,375
Daniel J. SajkowskiIndependent · Nominating/Governance · Governance · Risk98,750150,000248,750
Jennifer G. StrauminsIndependent · Risk87,500150,000237,500
Karen G. NarwoldIndependent · Nominating/Governance (Chair) · Compensation · Governance · Newly elected48,000100,000148,000
Julio QuintanaIndependent · Audit · Risk · Newly elected46,250100,000146,250
James S. CarterIndependent · Departed during FY54,62559,250113,875
Daniel L. SheetsIndependent · Departed during FY48,37550,00098,375
09

Board fee structure and ownership guideline

Annual cash retainer$80,000
Annual equity retainer$150,000
Per board meeting fee
Committee chair fees (audit / comp / nom-gov)
Stock ownership guidelineDirectors and executives are subject to robust stock ownership guidelines to promote meaningful, long-term equity ownership.
09b

Total cost of the board

ComponentFY2025
Cash retainers and fees$924,375
Equity awards (grant-date value)$1,621,883
All other compensation$0
Total cost of the board$2,546,258

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.

GPRE Green Plains Inc.CVI CVR Energy, Inc.HUN Huntsman CorporationCBT Cabot CorporationIOSP Innospec Inc.NEU NewMarket CorporationKRO Kronos Worldwide Inc.AVNT Avient CorporationDAR Darling Ingredients Inc.PARR Par Pacific Holdings, Inc.OLN Olin CorporationKWR Quaker Chemical CorporationDK Delek US Holdings, Inc.CC The Chemours Company Ingevity CorporationASH Ashland Inc.FUL H.B. Fuller Company
10a

Peer reciprocity

Of the companies Calumet 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.

Green Plains Inc. (GPRE)40 CVR Energy, Inc. (CVI)41 Huntsman Corporation (HUN)42 Cabot Corporation (CBT)43 Innospec Inc. (IOSP) NewMarket Corporation (NEU)44 Kronos Worldwide Inc. (KRO) Avient Corporation (AVNT)45 Darling Ingredients Inc. (DAR) Par Pacific Holdings, Inc. (PARR) Olin Corporation (OLN) Quaker Chemical Corporation (KWR) Delek US Holdings, Inc. (DK) The Chemours Company (CC)46 Ashland Inc. (ASH) H.B. Fuller Company (FUL)

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 Calumet.

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
1Huntsman Corporation2025Peter R. Huntsman$1,334,125$10,513,393$0$1,329,561$14,666,623
2Darling Ingredients Inc.2025Randall Stuewe1,284,2316,681,03001,328,1129,402,554
3Cabot Corporation2025Sean Keohane1,100,0004,224,8472,274,9251,402,5019,307,883
4CVR Energy, Inc.2025David Lamp1,200,0001,678,68302,034,0008,602,449
5The Chemours Company2025Denise Dignam1,058,8363,368,2252,909,6771,175,7818,595,076
6Ashland Inc.2025Guillermo Novo1,152,3325,233,86301,313,8307,907,423
7Calumet2025Todd Borgmann950,0004,455,02901,287,5936,799,276
8Avient Corporation2025Ashish Khandpur1,128,2693,763,1590753,7775,818,257
9NewMarket Corporation2025Thomas Gottwald1,275,333368,1880750,0003,694,678
Green Plains Inc.not in coverage universe
Innospec Inc.not in coverage universe
Kronos Worldwide Inc.not in coverage universe
Par Pacific Holdings, Inc.not in coverage universe
Olin Corporationnot in coverage universe
Quaker Chemical Corporationnot in coverage universe
Delek US Holdings, Inc.not in coverage universe
H.B. Fuller Companynot 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
Calumetnot disclosednot disclosednot disclosednot disclosed
Ashland Inc.90.4%not disclosedYes — Relative Total Shareholder Return (rTSR)Meridian Compensation Partners
Avient Corporation51.6%Cash LTI 60 · RSU 40Yes — Total Shareholder Return Relative to Peer Group (rTSR)Pearl Meyer
Cabot Corporation90%PSU 35 · Options 35 · RSU 30NoMeridian Compensation Partners
CVR Energy, Inc.113%RSU 100not disclosedNone (not engaged in 2025)
Darling Ingredients Inc.70%PSU 60 · RSU 40Yes — Total Shareholder Return (TSR)Meridian Compensation Partners, LLC
Delek US Holdings, Inc.not disclosednot disclosednot disclosednot disclosed
Green Plains Inc.98%PSU 50 · RSU 50NoPay Governance
H.B. Fuller Companynot disclosednot disclosednot disclosednot disclosed
Huntsman Corporation70.6%PSU 60 · RSU 40Yes — Relative TSRMeridian Compensation Partners
Innospec Inc.not disclosednot disclosednot disclosednot disclosed
Kronos Worldwide Inc.not disclosednot disclosednot disclosednot disclosed
NewMarket Corporationnot disclosedPSU 100NoFrederic W. Cook & Co., Inc.
Olin Corporationnot disclosednot disclosednot disclosednot disclosed
Par Pacific Holdings, Inc.not disclosednot disclosednot disclosednot disclosed
Quaker Chemical Corporationnot disclosednot disclosednot disclosednot disclosed
The Chemours Companynot disclosedOptions 50 · PSU 25 · RSU 25Yes — Relative Total Shareholder Return (rTSR)Farient Advisors

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, Todd BorgmannDEF 14A2026-04-200001140361-26-015639Section “Summary Compensation Table” · page 44. As printed: 6,799,276. Filing ↗machine: r2 · c22 · span 793310–793319
2Section 01, Scott ObermeierDEF 14A2026-04-200001140361-26-015639Section “Summary Compensation Table” · page 44. As printed: 1,938,559. Filing ↗machine: r10 · c22 · span 829702–829711
3Section 01, Bruce FlemingDEF 14A2026-04-200001140361-26-015639Section “Summary Compensation Table” · page 44. As printed: 1,927,229. Filing ↗machine: r7 · c22 · span 816269–816278
4Section 01, David LuninDEF 14A2026-04-200001140361-26-015639Section “Summary Compensation Table” · page 44. As printed: 1,908,631. Filing ↗machine: r5 · c22 · span 807045–807054
5Section 01, Gregory MoricalDEF 14A2026-04-200001140361-26-015639Section “Summary Compensation Table” · page 44. As printed: 1,301,391. Filing ↗machine: r13 · c22 · span 843399–843408
6Section 03, Todd Borgmann RSUDEF 14A2026-04-200001140361-26-015639Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: span 933950–933959
7Section 03, Todd Borgmann RSUDEF 14A2026-04-200001140361-26-015639Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: span 928810–928819
8Section 03, David Lunin RSUDEF 14A2026-04-200001140361-26-015639Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: span 950667–950674
9Section 03, Bruce Fleming RSUDEF 14A2026-04-200001140361-26-015639Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: span 977839–977846
10Section 03, Bruce Fleming RSUDEF 14A2026-04-200001140361-26-015639Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: span 972615–972622
11Section 03, David Lunin RSUDEF 14A2026-04-200001140361-26-015639Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: span 955891–955898
12Section 03, Gregory Morical RSUDEF 14A2026-04-200001140361-26-015639Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: span 1020555–1020562
13Section 03, Gregory Morical RSUDEF 14A2026-04-200001140361-26-015639Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: span 1016431–1016438
14Section 03, Scott Obermeier RSUDEF 14A2026-04-200001140361-26-015639Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: span 994565–994572
15Section 03, Scott Obermeier RSUDEF 14A2026-04-200001140361-26-015639Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: span 999789–999796
16Section 08, Stephen P. MawerDEF 14A2026-04-200001140361-26-015639Section “Director Compensation”. As printed: 475,833. Filing ↗machine: span 1437661–1437669
17Section 08, Paul C. Raymond IIIDEF 14A2026-04-200001140361-26-015639Section “Director Compensation”. As printed: 282,333. Filing ↗machine: span 1447024–1447032
18Section 08, Amy M. SchumacherDEF 14A2026-04-200001140361-26-015639Section “Director Compensation”. As printed: 273,667. Filing ↗machine: span 1435394–1435402
19Section 08, John (“Jack”) G. BossDEF 14A2026-04-200001140361-26-015639Section “Director Compensation”. As printed: 263,300. Filing ↗machine: span 1451622–1451630
20Section 08, Karen A. TwitchellDEF 14A2026-04-200001140361-26-015639Section “Director Compensation”. As printed: 258,375. Filing ↗machine: span 1453421–1453429
21Section 08, Daniel J. SajkowskiDEF 14A2026-04-200001140361-26-015639Section “Director Compensation”. As printed: 248,750. Filing ↗machine: span 1433084–1433092
22Section 08, Jennifer G. StrauminsDEF 14A2026-04-200001140361-26-015639Section “Director Compensation”. As printed: 237,500. Filing ↗machine: span 1449338–1449346
23Section 08, Karen G. NarwoldDEF 14A2026-04-200001140361-26-015639Section “Director Compensation”. As printed: 148,000. Filing ↗machine: span 1439984–1439992
24Section 08, Julio QuintanaDEF 14A2026-04-200001140361-26-015639Section “Director Compensation”. As printed: 146,250. Filing ↗machine: span 1442305–1442313
25Section 08, James S. CarterDEF 14A2026-04-200001140361-26-015639Section “Director Compensation”. As printed: 113,875. Filing ↗machine: span 1430772–1430780
26Section 08, Daniel L. SheetsDEF 14A2026-04-200001140361-26-015639Section “Director Compensation”. As printed: 98,375. Filing ↗machine: span 1444707–1444713
27Section 06, 2026 voteForm 8-K2026-06-030001193125-26-255570Item 5.07 · say-on-pay result. As reported: 98.13% (votes for as printed: 50,222,235). Filing ↗
28Section 06, 2025 voteForm 8-K2025-06-160001193125-25-141161Item 5.07 · say-on-pay result. As reported: 97.96% (votes for as printed: 40,897,636). Filing ↗
29Section 03b vehicle mix (computed)ComputedcomputedRSU / PSU / Options grant-date fair values summed per officer from the grants table; % performance-vested = PSU ÷ (RSU+PSU+Options).machine: formula: sums + PSU ratio
30Section 09b board cost (computed)ComputedcomputedCash 924,375 + equity 1,621,883 + all other 0 = 2,546,258, summed across the director compensation table rows.machine: formula: Σ = 2,546,258
31Huntsman Corporation, Section 10b CEO totalDEF 14A2026-03-160001104659-26-028448CEO total compensation as printed in Huntsman Corporation's own proxy. As printed: 14,666,623. Filing ↗machine: span 1280707–1280717
32Darling Ingredients Inc., Section 10b CEO totalDEF 14A2026-03-190001193125-26-116042CEO total compensation as printed in Darling Ingredients Inc.'s own proxy. As printed: 9,402,554. Filing ↗machine: t222 · r3 · c27 · span 972629–972638
33Cabot Corporation, Section 10b CEO totalDEF 14A2026-01-270001193125-26-023681CEO total compensation as printed in Cabot Corporation's own proxy. As printed: 9,307,883. Filing ↗machine: r3 · c39 · span 853934–853943
34CVR Energy, Inc., Section 10b CEO totalDEF 14A2026-04-210001376139-26-000022CEO total compensation as printed in CVR Energy, Inc.'s own proxy. As printed: 8,602,449. Filing ↗machine: span 526205–526214
35The Chemours Company, Section 10b CEO totalDEF 14A2026-03-100001104659-26-025935CEO total compensation as printed in The Chemours Company's own proxy. As printed: 8,595,076. Filing ↗machine: r1 · c55 · span 1531474–1531483
36Ashland Inc., Section 10b CEO totalDEF 14A2025-12-090001193125-25-312753CEO total compensation as printed in Ashland Inc.'s own proxy. As printed: 7,907,423. Filing ↗machine: t125 · r3 · c21 · span 2021429–2021438
37Calumet (subject), Section 10b CEO totalDEF 14A2026-04-200001140361-26-015639CEO total compensation as printed in Calumet's own proxy. As printed: 6,799,276. Filing ↗machine: r2 · c22 · span 793310–793319
38Avient Corporation, Section 10b CEO totalDEF 14A2026-03-270001628280-26-021576CEO total compensation as printed in Avient Corporation's own proxy. As printed: 5,818,257. Filing ↗machine: t45 · r2 · c8 · span 748439–748448
39NewMarket Corporation, Section 10b CEO totalDEF 14ACEO total compensation as printed in NewMarket Corporation's own proxy. As printed: 3,694,678.
40Section 10a, Green Plains Inc. reciprocityDEF 14A0001309402-26-000050Green Plains Inc.'s most recent proxy was read; its disclosed peer group does not include Calumet. Filing ↗
41Section 10a, CVR Energy, Inc. reciprocityDEF 14A0001376139-26-000022CVR Energy, Inc.'s most recent proxy was read; its disclosed peer group does not include Calumet. Filing ↗
42Section 10a, Huntsman Corporation reciprocityDEF 14A0001104659-26-028448Huntsman Corporation's most recent proxy was read; its disclosed peer group does not include Calumet. Filing ↗
43Section 10a, Cabot Corporation reciprocityDEF 14A0001193125-26-023681Cabot Corporation's most recent proxy was read; its disclosed peer group does not include Calumet. Filing ↗
44Section 10a, NewMarket Corporation reciprocityDEF 14A0001193125-26-102973NewMarket Corporation's most recent proxy was read; its disclosed peer group does not include Calumet. Filing ↗
45Section 10a, Avient Corporation reciprocityDEF 14A0001628280-26-021576Avient Corporation's most recent proxy was read; its disclosed peer group does not include Calumet. Filing ↗
46Section 10a, The Chemours Company reciprocityDEF 14A0001104659-26-025935The Chemours Company's most recent proxy was read; its disclosed peer group does not include Calumet. Filing ↗