Velarion · Company Intelligence
Compensation Brief
Fiscal year 2025 · Filings through 2026-04-30

IREN Ltd (IREN)

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.

$72,647,744
William Roberts total, FY2025
86th
CEO pay percentile vs peers
993:1
CEO-to-median pay ratio
88%
Say-on-pay support, latest vote
Companies that benchmark against IREN
3 companies name IREN as a compensation peer

Each company listed discloses IREN 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 IREN 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
William Roberts$964,350$0$69,695,744$0$1,968,000$0$19,650$72,647,744
Co-Chief Executive Officer
Belinda Nucifora303,36301,611,5110387,216019,3172,321,407
Former Chief Financial 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
William Roberts$72,647,744
Belinda Nucifora2,321,407

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
William RobertsRSU354,297$4,000,013
Belinda NuciforaPSU4,4948,98717,974109,641
Daniel RobertsRSU1,844,86211,899,360
Daniel RobertsRSU2,400,00020,496,000
William RobertsRSU1,844,86211,899,360
Belinda NuciforaRSU75,000483,750
Daniel RobertsRSU984,0948,000,026
William RobertsRSU1,844,86219,666,229
Daniel RobertsRSU1,844,86219,666,229
William RobertsRSU984,0948,000,026
Belinda NuciforaRSU19,364218,620
William RobertsRSU2,400,00020,496,000
Daniel RobertsRSU354,2974,000,013
Belinda NuciforaRSU75,000799,500
03b

Vehicle mix — grant-date fair value by award type

Named executive officerTime-vested (RSU)Performance-vested (PSU)Options / SARs% performance-vested
William Roberts$64,061,628$0$00.0%
Belinda Nucifora1,501,870109,64106.8%
Daniel Roberts64,061,628000.0%

% 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
RobertsRSU529,275$7,711,537
RobertsRSU271,5463,956,425
Belinda NuciforaRSU75,0001,092,750
Belinda NuciforaRSU16,022233,441
Belinda NuciforaRSU17,974261,881
RobertsRSU354,2975,162,107
Belinda NuciforaRSU19,364282,133
RobertsRSU489,0097,124,861
RobertsRSU984,09414,338,250
RobertsRSU2,400,00034,968,000
RobertsRSU1,844,86226,879,639
RobertsRSU475,4446,927,219
RobertsRSU45,844667,947
Belinda NuciforaRSU64,085933,718
Belinda NuciforaRSU43,297630,837
Belinda NuciforaRSU22,214323,658
05

Incentive-plan design — the Compensation Discussion & Analysis

Our executive compensation programs are designed to attract, motivate and retain the talent that can deliver strong returns on shareholder investments through a highly motivated culture focused on innovation, operational excellence and continued growth.

CEO STI target (% of salary)100%
CEO LTI target (% of salary)
Independent consultantFW Cook
Clawback policyTrue
Anti-hedgingTrue
Anti-pledgingTrue
06

Say-on-pay — recent advisory votes

Meeting yearMeeting dateForAgainstAbstainSupportOutcome
20252025-11-19215,574,89029,396,8343,897,71088%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
20252025-11-1988%a

a. 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.

07

CEO pay ratio

Ratio (CEO : median employee)993 : 1
CEO total compensation$72,647,744
Median employee compensation$73,186
08

Director compensation — fiscal year 2025

DirectorCash feesStock awardsOption awardsNon-equity incentiveAll otherTotal
David BartholomewIndependent · Board Chair · Audit and Risk · Compensation (Chair)$112,780$202,509$0$0$7,220$322,509
Michael AlfredIndependent · Audit and Risk · Compensation110,000135,00600245,006
Sunita ParasuramanIndependent · Audit and Risk (Chair) · Compensation80,000135,00600215,006
Christopher GuzowskiIndependent · Audit and Risk · Compensation60,000135,00600195,006
William RobertsEmployee director00000
Daniel RobertsEmployee director00000
09

Board fee structure and ownership guideline

Annual cash retainer$20,000
Annual equity retainer$135,006
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$362,780
Equity awards (grant-date value)$607,527
All other compensation$7,220
Total cost of the board$977,527

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 IREN Ltd 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 IREN Ltd.

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
1Hut 82025Asher Genoot$550,000$238,248,457$0$0$239,909,042
2IREN Ltd2025William Roberts964,35069,695,74401,968,00072,647,744
3CleanSpark2025S. Matthew Schultz862,91737,098,6370044,901,507
4TeraWulf2025Paul Prager1,000,37223,151,0000039,411,005
5MARA Holdings2025Fred Thiel978,50019,518,86802,201,62527,053,236
6Cipher Mining2025Rodney Tyler Page825,00012,479,6230014,968,623
7Galaxy Digital2025Michael Novogratz500,0001,102,2653,078,08607,651,727
8Riot Platforms2025Jason Les1,584,337001,827,5813,460,222
9DigitalOcean2025Padmanabhan Srinivasan600,00000588,0001,210,795
Core Scientificnot in coverage universe
CoreWeavenot 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
IREN Ltd200%PSU 67 · RSU 33Yes — Relative TSR vs NQUSS IndexFW Cook
Cipher Mining200%RSU 50 · PSU 50Yes — Relative TSR vs S&P Americas SmallCap Software & Services IndexSemler Brossy
CleanSpark647%RSU 60 · PSU 40NoCompensia Inc.
Core Scientificnot disclosednot disclosednot disclosednot disclosed
CoreWeavenot disclosednot disclosednot disclosednot disclosed
DigitalOcean98%PSU 65 · RSU 35NoCompensia
Galaxy Digitalnot disclosedRSU 100not disclosedSemler Brossy
Hut 8200%PSU 100NoCompensia, Inc.
MARA Holdings100%PSU 67 · RSU 33Yes — Relative TSRCompensia
Riot Platforms125%RSU 50 · PSU 50Yes — TSR relative to RUSSELL 3000 IndexCompensia Inc.
TeraWulfnot disclosednot disclosedNoLyons, Benenson & Company Inc.

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, William RobertsDEF 14A2025-10-060001140361-25-037383Section “Summary Compensation Table” · page 31. As printed: 72,647,744. Filing ↗machine: t151 · r2 · c19 · span 512166–512176
2Section 01, Belinda NuciforaDEF 14A2025-10-060001140361-25-037383Section “Summary Compensation Table” · page 31. As printed: 2,321,407. Filing ↗machine: r8 · c19 · span 531096–531106
3Section 03, William Roberts RSUDEF 14A2025-10-060001140361-25-037383Section “NEO &” · grants of plan-based awards table. Filing ↗machine: t130 · r2 · c4 · span 388458–388467
4Section 03, Belinda Nucifora PSUDEF 14A2025-10-060001140361-25-037383Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t159 · r17 · c22 · span 625061–625068
5Section 03, Daniel Roberts RSUDEF 14A2025-10-060001140361-25-037383Section “IREN&” · grants of plan-based awards table. Filing ↗machine: t153 · r2 · c7 · span 544234–544244
6Section 03, Daniel Roberts RSUDEF 14A2025-10-060001140361-25-037383Section “LTIP. &” · grants of plan-based awards table. Filing ↗machine: t159 · r6 · c22 · span 583509–583519
7Section 03, William Roberts RSUDEF 14A2025-10-060001140361-25-037383Section “IREN&” · grants of plan-based awards table. Filing ↗machine: t153 · r2 · c7 · span 544234–544244
8Section 03, Belinda Nucifora RSUDEF 14A2025-10-060001140361-25-037383Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t159 · r19 · c22 · span 631823–631830
9Section 03, Daniel Roberts RSUDEF 14A2025-10-060001140361-25-037383Section “NEO &” · grants of plan-based awards table. Filing ↗machine: t130 · r2 · c7 · span 389002–389011
10Section 03, William Roberts RSUDEF 14A2025-10-060001140361-25-037383Section “LTIP. &” · grants of plan-based awards table. Filing ↗machine: t159 · r7 · c22 · span 587060–587070
11Section 03, Daniel Roberts RSUDEF 14A2025-10-060001140361-25-037383Section “LTIP. &” · grants of plan-based awards table. Filing ↗machine: t159 · r7 · c22 · span 587060–587070
12Section 03, William Roberts RSUDEF 14A2025-10-060001140361-25-037383Section “NEO &” · grants of plan-based awards table. Filing ↗machine: t130 · r2 · c7 · span 389002–389011
13Section 03, Belinda Nucifora RSUDEF 14A2025-10-060001140361-25-037383Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t159 · r16 · c22 · span 621460–621467
14Section 03, William Roberts RSUDEF 14A2025-10-060001140361-25-037383Section “LTIP. &” · grants of plan-based awards table. Filing ↗machine: t159 · r6 · c22 · span 583509–583519
15Section 03, Daniel Roberts RSUDEF 14A2025-10-060001140361-25-037383Section “NEO &” · grants of plan-based awards table. Filing ↗machine: t130 · r2 · c4 · span 388458–388467
16Section 03, Belinda Nucifora RSUDEF 14A2025-10-060001140361-25-037383Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t159 · r18 · c22 · span 628606–628613
17Section 07, pay ratioDEF 14A2025-10-060001140361-25-037383Section “CEO Pay Ratio”. As printed: 993 : 1. Filing ↗machine: span 865307–865310
18Section 08, David BartholomewDEF 14A2025-10-060001140361-25-037383Section “Director Compensation”. As printed: 322,509. Filing ↗machine: t206 · r2 · c13 · span 880320–880327
19Section 08, Michael AlfredDEF 14A2025-10-060001140361-25-037383Section “Director Compensation”. As printed: 245,006. Filing ↗machine: t206 · r3 · c13 · span 883148–883155
20Section 08, Sunita ParasuramanDEF 14A2025-10-060001140361-25-037383Section “Director Compensation”. As printed: 215,006. Filing ↗machine: t206 · r5 · c13 · span 888012–888019
21Section 08, Christopher GuzowskiDEF 14A2025-10-060001140361-25-037383Section “Director Compensation”. As printed: 195,006. Filing ↗machine: t206 · r4 · c13 · span 885886–885893
22Section 08, William RobertsDEF 14A2025-10-060001140361-25-037383Section “Director Compensation”. As printed: 0. Filing ↗
23Section 08, Daniel RobertsDEF 14A2025-10-060001140361-25-037383Section “Director Compensation”. As printed: 0. Filing ↗
24Section 06, 2025 voteForm 8-K2025-11-240001140361-25-043142Item 5.07 · say-on-pay result. As reported: 88% (votes for as printed: 215,574,890). Filing ↗
25Section 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
26Section 09b board cost (computed)ComputedcomputedCash 362,780 + equity 607,527 + all other 7,220 = 977,527, summed across the director compensation table rows.machine: formula: Σ = 977,527
27Hut 8, Section 10b CEO totalDEF 14A2026-04-280001104659-26-049711CEO total compensation as printed in Hut 8's own proxy. As printed: 239,909,042. Filing ↗machine: t138 · r7 · c14 · span 579029–579040
28IREN Ltd (subject), Section 10b CEO totalDEF 14A2025-10-060001140361-25-037383CEO total compensation as printed in IREN Ltd's own proxy. As printed: 72,647,744. Filing ↗machine: t151 · r2 · c19 · span 512166–512176
29CleanSpark, Section 10b CEO totalDEF 14A2026-01-220001193125-26-019447CEO total compensation as printed in CleanSpark's own proxy. As printed: 44,901,507. Filing ↗machine: t84 · r3 · c13 · span 1267847–1267857
30TeraWulf, Section 10b CEO totalDEF 14A2026-04-280001083301-26-000077CEO total compensation as printed in TeraWulf's own proxy. As printed: 39,411,005. Filing ↗machine: r2 · c36 · span 326156–326166
31MARA Holdings, Section 10b CEO totalDEF 14A2026-04-300001507605-26-000010CEO total compensation as printed in MARA Holdings's own proxy. As printed: 27,053,236. Filing ↗machine: span 1074218–1074228
32Cipher Mining, Section 10b CEO totalDEF 14A2026-04-200001819989-26-000016CEO total compensation as printed in Cipher Mining's own proxy. As printed: 14,968,623. Filing ↗machine: r3 · c36 · span 547754–547764
33Galaxy Digital, Section 10b CEO totalDEF 14A2026-04-080001859392-26-000037CEO total compensation as printed in Galaxy Digital's own proxy. As printed: 7,651,727. Filing ↗machine: r2 · c21 · span 372282–372291
34Riot Platforms, Section 10b CEO totalDEF 14A2026-04-300001104659-26-053098CEO total compensation as printed in Riot Platforms's own proxy. As printed: 3,460,222. Filing ↗machine: t177 · span 1400543–1400552
35DigitalOcean, Section 10b CEO totalDEF 14A2026-04-240001582961-26-000029CEO total compensation as printed in DigitalOcean's own proxy. As printed: 1,210,795. Filing ↗machine: r2 · c42 · span 468499–468508
36Section 10a, Cipher Mining reciprocityDEF 14A0001819989-26-000016Cipher Mining names IREN Ltd in its own disclosed peer group (read from its most recent proxy). Filing ↗
37Section 10a, Riot Platforms reciprocityDEF 14A0001104659-26-053098Riot Platforms names IREN Ltd in its own disclosed peer group (read from its most recent proxy). Filing ↗
38Section 10a, TeraWulf reciprocityDEF 14A0001083301-26-000077TeraWulf's most recent proxy was read; its disclosed peer group does not include IREN Ltd. Filing ↗
39Section 10a, CleanSpark reciprocityDEF 14A0001193125-26-019447CleanSpark names IREN Ltd in its own disclosed peer group (read from its most recent proxy). Filing ↗
40Section 10a, Hut 8 reciprocityDEF 14A0001104659-26-049711Hut 8's most recent proxy was read; its disclosed peer group does not include IREN Ltd. Filing ↗