Velarion · Company Intelligence
Compensation Brief
Fiscal year 2025 · Filings through 2026-06-15

Knife River (KNF)

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.

$5,820,868
Brian Gray total, FY2025
10th
CEO pay percentile vs peers
64:1
CEO-to-median pay ratio
96.01%
Say-on-pay support, latest vote
Companies that benchmark against KNF
1 company names KNF as a compensation peer

Each company listed discloses KNF 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 KNF 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
Brian Gray$1,000,000$0$3,785,841$0$1,006,253$0$28,774$5,820,868
President and Chief Executive Officer
Trevor Hastings545,0000935,4260342,75561,03094,2741,978,485
Vice President and Chief Operating Officer
Nathan Ring545,0000935,4260342,755083,2741,906,455
Vice President and Chief Financial Officer
Karl Liepitz485,0000832,3710305,0213,35884,2511,710,001
Vice President, Chief Legal Officer and Secretary
Glenn Pladsen425,0000536,3850267,286071,1581,299,829
Vice President and Chief Excellence 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
Brian Gray$5,820,868$6,941,573$4,991,482−1,120,705
Trevor Hastings1,978,4852,444,1082,227,879−465,623
Nathan Ring1,906,4552,430,3081,739,152−523,853
Karl Liepitz1,710,0012,208,4582,185,495−498,457
Glenn Pladsen1,299,829

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
Glenn PladsenRSU2025-02-271,786$166,294
Trevor HastingsPSU2025-02-272,8905,7805,78011,560645,482
Brian GrayRSU2025-02-2712,5991,173,093
Karl LiepitzRSU2025-02-272,770257,915
Glenn PladsenPSU2025-02-271,6573,3143,3146,628370,091
Brian GrayPSU2025-02-2711,69823,39623,39646,7922,612,748
Nathan RingRSU2025-02-273,114289,945
Karl LiepitzPSU2025-02-272,5725,1445,14410,288574,456
Trevor HastingsRSU2025-02-273,114289,945
Nathan RingPSU2025-02-272,8905,7805,78011,560645,482
03b

Vehicle mix — grant-date fair value by award type

Named executive officerTime-vested (RSU)Performance-vested (PSU)Options / SARs% performance-vested
Glenn Pladsen$166,294$370,091$069.0%
Trevor Hastings289,945645,482069.0%
Brian Gray1,173,0932,612,748069.0%
Karl Liepitz257,915574,456069.0%
Nathan Ring289,945645,482069.0%

% 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
Glenn PladsenPSU7,314$514,540
Karl LiepitzRSU7,118500,751
Nathan RingRSU7,919557,102
Karl LiepitzPSU13,219929,957
Brian GrayPSU56,3963,967,458
Brian GrayRSU30,3682,136,389
Trevor HastingsPSU14,7051,034,497
Trevor HastingsRSU7,919557,102
Nathan RingPSU14,7051,034,497
Glenn PladsenRSU3,939277,109
05

Incentive-plan design — the Compensation Discussion & Analysis

To ensure management's interests are aligned with those of our stockholders and the performance of the company, the majority of the CEO's and the other named executive officers' compensation is dependent on the achievement of company performance targets and long-term incentives.

CEO STI target (% of salary)120%
CEO LTI target (% of salary)
Independent consultantMeridian
Clawback policyTrue
Anti-hedgingTrue
Anti-pledgingTrue
06

Say-on-pay — recent advisory votes

Meeting yearMeeting dateForAgainstAbstainSupportOutcome
20262026-05-2045,322,0441,777,385103,74196.01%Passed
20252025-05-2243,551,8032,233,830145,38994.82%Passed
20242024-05-1441,673,1051,440,727131,13496.37%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
20262026-05-2096.01%a
20252025-05-2294.82%b
20242024-05-1496.37%c

a. Approved under the standard stated in the filing — “Abstentions will count as votes against this proposal.”.

b. Approved under the standard stated in the filing — “Abstentions will count as votes against this proposal.”.

c. Approved under the standard stated in the filing — “Abstentions will count as votes against this proposal.”.

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)64 : 1
CEO total compensation
Median employee compensation$90,710
09

Board fee structure and ownership guideline

Annual cash retainer$110,000
Annual equity retainer$150,000
Per board meeting fee$0
Committee chair fees (audit / comp / nom-gov)20,000 / 20,000 / 15,000
Stock ownership guideline$550,000
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.

AWI Armstrong World Industries, Inc.ACA Arcosa, Inc.CMP Compass Minerals International, Inc.GVA Granite Construction IncorporatedMLM Martin Marietta Materials, Inc.STRL Sterling Infrastructure, Inc.SUM Summit Materials, Inc.VMC Vulcan Materials CompanyDY Dycom Industries, Inc.SSD Simpson Manufacturing Co., Inc.ALLE Allegion plcROAD Construction Partners, Inc.EXP Eagle Materials Inc.ROCK Gibraltar Industries, Inc.MTX Minerals Technologies Inc.AZEK The AZEK Company Inc.
10a

Peer reciprocity

Of the companies Knife River 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.

Armstrong World Industries, Inc. (AWI) Arcosa, Inc. (ACA)32 Compass Minerals International, Inc. (CMP) Granite Construction Incorporated (GVA)33 Martin Marietta Materials, Inc. (MLM)34 Sterling Infrastructure, Inc. (STRL)35 Summit Materials, Inc. (SUM) Vulcan Materials Company (VMC)36 Dycom Industries, Inc. (DY)37 Simpson Manufacturing Co., Inc. (SSD) Allegion plc (ALLE)38 Construction Partners, Inc. (ROAD) Eagle Materials Inc. (EXP)39 Gibraltar Industries, Inc. (ROCK)40 Minerals Technologies Inc. (MTX) The AZEK Company Inc. (AZEK)

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 Knife River.

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
1Vulcan Materials Company2025J. Thomas Hill$1,235,000$7,906,513$1,976,288$3,043,000$14,699,497
2Martin Marietta Materials, Inc.2025C. Nye1,368,3339,428,72602,835,71914,264,065
3Eagle Materials Inc.2026Michael Haack1,119,4565,457,2701,657,8341,948,98710,302,728
4Granite Construction Incorporated2025Kyle Larkin1,000,0007,178,77701,612,9359,861,425
5Allegion plc2025John Stone1,066,1154,562,2261,450,0321,940,9269,155,073
6Sterling Infrastructure, Inc.2025Joseph Cutillo1,100,0004,675,00002,530,0008,414,685
7Arcosa, Inc.2025Antonio Carrillo1,000,0005,127,74101,937,5008,092,216
8Construction Partners, Inc.2025Fred J. (Jule) Smith, III837,3082,870,3280875,0006,410,129
9Knife River2025Brian Gray1,000,0003,785,84101,006,2535,820,868
10Gibraltar Industries, Inc.2025William Bosway908,2693,202,4400274,5004,731,001
Armstrong World Industries, Inc.not in coverage universe
Compass Minerals International, Inc.not in coverage universe
Summit Materials, Inc.not in coverage universe
Dycom Industries, Inc.not in coverage universe
Simpson Manufacturing Co., Inc.not in coverage universe
Minerals Technologies Inc.not in coverage universe
The AZEK Company 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
Knife River83.9%PSU 65 · RSU 35Yes — Total Stockholder Return (TSR) relative to that of peer companiesMeridian
Allegion plc131.31%PSU 50 · Options 25 · RSU 25Yes — Relative TSRFW Cook
Arcosa, Inc.not disclosednot disclosedYes — rTSRNot disclosed
Armstrong World Industries, Inc.not disclosednot disclosednot disclosednot disclosed
Compass Minerals International, Inc.not disclosednot disclosednot disclosednot disclosed
Construction Partners, Inc.100%PSU 73 · RSU 27NoDana Krieg (independent compensation consultant)
Dycom Industries, Inc.226%PSU 50 · RSU 50NoNot disclosed
Eagle Materials Inc.not disclosedOptions 50 · PSU 25 · RSU 25Yes — Average Absolute Total Stockholder Return (Avg. A-TSR)Meridian Compensation Partners
Gibraltar Industries, Inc.25%PSU 64 · RSU 36NoWTW
Granite Construction Incorporated134%PSU 75 · RSU 25Yes — Relative TSRFW Cook
Martin Marietta Materials, Inc.185%PSU 55 · RSU 45Yes — Relative TSRPay Governance
Minerals Technologies Inc.not disclosednot disclosednot disclosednot disclosed
Simpson Manufacturing Co., Inc.not disclosednot disclosednot disclosednot disclosed
Sterling Infrastructure, Inc.200%PSU 60 · RSU 40Yes — Relative Total Shareholder Return (TSR)Meridian Compensation Partners
Summit Materials, Inc.not disclosednot disclosednot disclosednot disclosed
The AZEK Company Inc.not disclosednot disclosednot disclosednot disclosed
Vulcan Materials Company153.8%PSU 60 · RSU 20 · Options 20Yes — Total Shareholder Return (TSR) percentile rank relative to S&P 500 IndexMeridian Compensation Partners, LLC

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, Brian GrayDEF 14A2026-04-060001628280-26-023783Section “Summary Compensation Table for 2025”. As printed: 5,820,868. Filing ↗machine: t200 · r3 · c14 · span 1008506–1008515
2Section 01, Trevor HastingsDEF 14A2026-04-060001628280-26-023783Section “Summary Compensation Table for 2025”. As printed: 1,978,485. Filing ↗machine: t200 · r9 · c14 · span 1024931–1024940
3Section 01, Nathan RingDEF 14A2026-04-060001628280-26-023783Section “Summary Compensation Table for 2025”. As printed: 1,906,455. Filing ↗machine: t200 · r6 · c14 · span 1016984–1016993
4Section 01, Karl LiepitzDEF 14A2026-04-060001628280-26-023783Section “Summary Compensation Table for 2025”. As printed: 1,710,001. Filing ↗machine: t200 · r12 · c14 · span 1033355–1033364
5Section 01, Glenn PladsenDEF 14A2026-04-060001628280-26-023783Section “Summary Compensation Table for 2025”. As printed: 1,299,829. Filing ↗machine: t200 · r18 · c14 · span 1042895–1042904
6Section 03, Glenn Pladsen RSUDEF 14A2026-04-060001628280-26-023783Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t176 · r6 · c6 · span 901160–901165
7Section 03, Trevor Hastings PSUDEF 14A2026-04-060001628280-26-023783Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t176 · r4 · c5 · span 897274–897279
8Section 03, Brian Gray RSUDEF 14A2026-04-060001628280-26-023783Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t176 · r2 · c6 · span 894031–894037
9Section 03, Karl Liepitz RSUDEF 14A2026-04-060001628280-26-023783Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t176 · r5 · c6 · span 899232–899237
10Section 03, Glenn Pladsen PSUDEF 14A2026-04-060001628280-26-023783Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t176 · r6 · c5 · span 900897–900902
11Section 03, Brian Gray PSUDEF 14A2026-04-060001628280-26-023783Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t176 · r2 · c5 · span 893770–893776
12Section 03, Nathan Ring RSUDEF 14A2026-04-060001628280-26-023783Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t176 · r3 · c6 · span 895781–895786
13Section 03, Karl Liepitz PSUDEF 14A2026-04-060001628280-26-023783Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t176 · r5 · c5 · span 898998–899003
14Section 03, Trevor Hastings RSUDEF 14A2026-04-060001628280-26-023783Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t176 · r4 · c6 · span 897508–897513
15Section 03, Nathan Ring PSUDEF 14A2026-04-060001628280-26-023783Section “Grants of Plan-Based Awards” · grants of plan-based awards table. Filing ↗machine: t176 · r3 · c5 · span 895547–895552
16Section 07, pay ratioDEF 14A2026-04-060001628280-26-023783Section “CEO Pay Ratio”. As printed: 64 : 1. Filing ↗machine: span 1364959–1364966
17Section 06, 2026 voteForm 8-K2026-05-210001628280-26-037338Item 5.07 · say-on-pay result. As reported: 96.01% (votes for as printed: 45,322,044). Filing ↗
18Section 06, 2025 voteForm 8-K2025-05-280001955520-25-000043Item 5.07 · say-on-pay result. As reported: 94.82% (votes for as printed: 43,551,803). Filing ↗
19Section 06, 2024 voteForm 8-K2024-05-170001955520-24-000028Item 5.07 · say-on-pay result. As reported: 96.37% (votes for as printed: 41,673,105). Filing ↗
20Section 01 trend, Δ column (computed)ComputedcomputedΔ = current-FY total − prior-FY total per named officer.machine: formula: Δ = FY(n) − FY(n−1)
21Section 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
22Vulcan Materials Company, Section 10b CEO totalDEF 14A2026-03-240001628280-26-020812CEO total compensation as printed in Vulcan Materials Company's own proxy. As printed: 14,699,497. Filing ↗machine: t136 · r4 · c16 · span 1010456–1010466
23Martin Marietta Materials, Inc., Section 10b CEO totalDEF 14A2026-04-150001193125-26-157039CEO total compensation as printed in Martin Marietta Materials, Inc.'s own proxy. As printed: 14,264,065. Filing ↗machine: r4 · c44 · span 1436786–1436796
24Eagle Materials Inc., Section 10b CEO totalDEF 14A2026-06-150001193125-26-271073CEO total compensation as printed in Eagle Materials Inc.'s own proxy. As printed: 10,302,728. Filing ↗machine: t143 · r4 · c26 · span 1818301–1818311
25Granite Construction Incorporated, Section 10b CEO totalDEF 14A2026-04-230000861459-26-000012CEO total compensation as printed in Granite Construction Incorporated's own proxy. As printed: 9,861,425. Filing ↗machine: t43 · r4 · c18 · span 618853–618862
26Allegion plc, Section 10b CEO totalDEF 14A2026-04-170001104659-26-044597CEO total compensation as printed in Allegion plc's own proxy. As printed: 9,155,073. Filing ↗machine: t220 · r9 · c18 · span 1257755–1257764
27Sterling Infrastructure, Inc., Section 10b CEO totalDEF 14A2026-03-250000874238-26-000042CEO total compensation as printed in Sterling Infrastructure, Inc.'s own proxy. As printed: 8,414,685. Filing ↗machine: span 669281–669290
28Arcosa, Inc., Section 10b CEO totalDEF 14A2026-03-310001739445-26-000050CEO total compensation as printed in Arcosa, Inc.'s own proxy. As printed: 8,092,216. Filing ↗machine: t194 · r4 · c14 · span 1027065–1027074
29Construction Partners, Inc., Section 10b CEO totalDEF 14A2026-01-270001628280-26-003572CEO total compensation as printed in Construction Partners, Inc.'s own proxy. As printed: 6,410,129. Filing ↗machine: t35 · r3 · c19 · span 644451–644460
30Knife River (subject), Section 10b CEO totalDEF 14A2026-04-060001628280-26-023783CEO total compensation as printed in Knife River's own proxy. As printed: 5,820,868. Filing ↗machine: t200 · r3 · c14 · span 1008506–1008515
31Gibraltar Industries, Inc., Section 10b CEO totalDEF 14A2026-04-060000912562-26-000083CEO total compensation as printed in Gibraltar Industries, Inc.'s own proxy. As printed: 4,731,001. Filing ↗machine: t256 · r4 · c11 · span 854722–854731
32Section 10a, Arcosa, Inc. reciprocityDEF 14A0001739445-26-000050Arcosa, Inc. names Knife River in its own disclosed peer group (read from its most recent proxy). Filing ↗
33Section 10a, Granite Construction Incorporated reciprocityDEF 14A0000861459-26-000012Granite Construction Incorporated's most recent proxy was read; its disclosed peer group does not include Knife River. Filing ↗
34Section 10a, Martin Marietta Materials, Inc. reciprocityDEF 14A0001193125-26-157039Martin Marietta Materials, Inc.'s most recent proxy was read; its disclosed peer group does not include Knife River. Filing ↗
35Section 10a, Sterling Infrastructure, Inc. reciprocityDEF 14A0000874238-26-000042Sterling Infrastructure, Inc.'s most recent proxy was read; its disclosed peer group does not include Knife River. Filing ↗
36Section 10a, Vulcan Materials Company reciprocityDEF 14A0001628280-26-020812Vulcan Materials Company's most recent proxy was read; its disclosed peer group does not include Knife River. Filing ↗
37Section 10a, Dycom Industries, Inc. reciprocityDEF 14A0000067215-26-000017Dycom Industries, Inc.'s most recent proxy was read; its disclosed peer group does not include Knife River. Filing ↗
38Section 10a, Allegion plc reciprocityDEF 14A0001104659-26-044597Allegion plc's most recent proxy was read; its disclosed peer group does not include Knife River. Filing ↗
39Section 10a, Eagle Materials Inc. reciprocityDEF 14A0001193125-26-271073Eagle Materials Inc.'s most recent proxy was read; its disclosed peer group does not include Knife River. Filing ↗
40Section 10a, Gibraltar Industries, Inc. reciprocityDEF 14A0000912562-26-000083Gibraltar Industries, Inc.'s most recent proxy was read; its disclosed peer group does not include Knife River. Filing ↗