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

NextDecade (NEXT)

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.

$12,843,261
Matthew Schatzman total, FY2025
22nd
CEO pay percentile vs peers
53:1
CEO-to-median pay ratio
83.33%
Say-on-pay support, latest vote
Companies that benchmark against NEXT
No companies currently name NEXT 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
Matthew Schatzman$925,000$0$9,903,480$0$2,014,781$0$0$12,843,261
Chairman and Chief Executive Officer
Vera de Gyarfas521,66702,235,0500762,730021,0003,540,447
General Counsel and Corporate Secretary
Tarik Skeik463,33301,926,5000664,110021,0003,074,943
Chief Operating Officer
Michael Mott438,8900809,1200469,587001,717,597
Interim Chief Financial Officer
Brent Wahl456,25001,038,57200001,494,822
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
Matthew Schatzman$12,843,261
Vera de Gyarfas3,540,447
Tarik Skeik3,074,943
Michael Mott1,717,597
Brent Wahl1,494,822

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
Michael MottPSU2025-09-16041,72141,721$290,795
Vera de GyarfasRSU2025-08-2958,302624,997
Vera de GyarfasPSU2025-08-2929,15158,302116,604917,673
Vera de GyarfasPSU2025-09-16099,33799,337692,379
Tarik SkeikPSU2025-08-2923,32146,64193,282734,129
Michael MottRSU2025-08-2919,589209,994
Michael MottPSU2025-08-299,79519,58939,178308,331
Matthew SchatzmanPSU2025-08-29128,265256,529513,0584,037,766
Matthew SchatzmanRSU2025-08-29256,5292,749,991
Matthew SchatzmanPSU2025-09-160447,019447,0193,115,722
Tarik SkeikRSU2025-08-2946,641499,992
Tarik SkeikPSU2025-09-16099,33799,337692,379
Brent WahlPSU2025-09-160149,006149,0061,038,572
Brent WahlPSU2025-08-2940,81281,623163,2461,284,746
Brent WahlRSU2025-08-2981,623874,999
03b

Vehicle mix — grant-date fair value by award type

Named executive officerTime-vested (RSU)Performance-vested (PSU)Options / SARs% performance-vested
Michael Mott$209,994$599,126$074.0%
Vera de Gyarfas624,9971,610,052072.0%
Tarik Skeik499,9921,426,508074.0%
Matthew Schatzman2,749,9917,153,488072.2%
Brent Wahl874,9992,323,318072.6%

% 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
Matthew SchatzmanRSU1,907,322$10,051,587
Vera de GyarfasRSU409,6272,158,734
Matthew SchatzmanPSU244,1001,286,409
Tarik SkeikRSU196,2121,034,037
Michael MottRSU166,712878,572
Brent WahlRSU74,503392,631
Vera de GyarfasPSU54,892289,282
Tarik SkeikPSU23,321122,899
Michael MottPSU20,606108,592
Matthew SchatzmanOption409,09010
Michael MottOption38,18110
Tarik SkeikOption90,90910
Vera de GyarfasOption90,90910
05

Incentive-plan design — the Compensation Discussion & Analysis

The Compensation Committee designs NextDecade’s executive compensation programs to reinforce performance, accountability, and long-term stockholder value creation through the safe and efficient delivery of lower carbon energy through LNG infrastructure.

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

Say-on-pay — recent advisory votes

Meeting yearMeeting dateForAgainstAbstainSupportOutcome
20262026-06-03164,777,79532,970,500186,17983.33%Passed
20252025-06-04189,733,96822,626,202245,38089.35%Passed
20242024-06-03181,260,4268,209,927150,43795.67%Passed
20222022-06-22118,896,1658,714,9669,93293.17%Passed
20212021-06-15119,248,989217,2075,68099.82%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
20262026-06-0383.33%a
20252025-06-0489.35%b
20242024-06-0395.67%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.

07

CEO pay ratio

Ratio (CEO : median employee)53 : 1
CEO total compensation
Median employee compensation$242,610
09

Board fee structure and ownership guideline

Annual cash retainer$100,000
Annual equity retainer
Per board meeting fee
Committee chair fees (audit / comp / nom-gov)20,000 / 17,500
Stock ownership guideline$500,000
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.

10a

Peer reciprocity

Of the companies NextDecade 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 NextDecade.

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
1Cheniere Energy, Inc.2025Jack Fusco$1,765,385$19,291,784$0$4,569,600$25,647,769
2NRG Energy, Inc.2025Lawrence Coben1,473,42316,764,47303,505,23021,788,422
3Targa Resources Corp.2025Matthew Meloy1,170,66716,275,9930021,470,708
4Sempra2025Jeffrey Martin1,700,0009,873,9164,580,017021,441,333
5Talen Energy Corp.2025Mark McFarland1,131,34614,505,98602,054,41318,739,647
6Coterra Energy Inc.2024Thomas Jorden1,198,55810,628,85002,500,00014,748,960
7APA Corp.2025John Christmann IV1,300,0006,018,4361,897,9963,454,36013,202,517
8NextDecade2025Matthew Schatzman925,0009,903,48002,014,78112,843,261
9DT Midstream, Inc.2025David Slater852,2036,282,37101,839,9389,328,071
10Kinetik Holdings Inc.2025Jamie Welch276,9235,140,8410487,5006,156,243
Magnolia Oil & Gas Corp.not in coverage universe
Venture Global, 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
NextDecadenot disclosednot disclosednot disclosednot disclosed
APA Corp.189.8%PSU 60 · Options 20 · RSU 20Yes — Relative TSRPearl Meyer & Partners, LLC
Cheniere Energy, Inc.160%PSU 50 · RSU 50Yes — ATSRMeridian
Coterra Energy Inc.174%PSU 50 · RSU 50Yes — Relative TSRZayla Partners
DT Midstream, Inc.152.62%PSU 70 · RSU 30NoMeridian Compensation Partners LLC
Kinetik Holdings Inc.65%PSU 50 · RSU 50Yes — Annualized TSRMeridian Compensation Partners
Magnolia Oil & Gas Corp.not disclosednot disclosednot disclosednot disclosed
NRG Energy, Inc.158%PSU 67 · RSU 33Yes — Relative TSR vs S&P 500 constituentsPay Governance
Sempranot disclosednot disclosednot disclosedExequity
Talen Energy Corp.135%PSU 70 · RSU 30NoLyons, Benenson & Company Inc.
Targa Resources Corp.190%PSU 50 · RSU 50Yes — Relative TSR vs. Alerian US Midstream Index (AMUS)Meridian Compensation Partners
Venture Global, Inc.not disclosednot disclosednot 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, Matthew SchatzmanDEF 14A2026-04-230001612720-26-000018Section “Executive Compensation”. As printed: 12,843,261. Filing ↗machine: r2 · c42 · span 410990–411000
2Section 01, Vera de GyarfasDEF 14A2026-04-230001612720-26-000018Section “Executive Compensation”. As printed: 3,540,447. Filing ↗machine: r7 · c42 · span 424520–424529
3Section 01, Tarik SkeikDEF 14A2026-04-230001612720-26-000018Section “Executive Compensation”. As printed: 3,074,943. Filing ↗machine: r10 · c42 · span 433643–433652
4Section 01, Michael MottDEF 14A2026-04-230001612720-26-000018Section “Executive Compensation”. As printed: 1,717,597. Filing ↗machine: r5 · c42 · span 420091–420100
5Section 01, Brent WahlDEF 14A2026-04-230001612720-26-000018Section “Executive Compensation”. As printed: 1,494,822. Filing ↗machine: r13 · c42 · span 442099–442108
6Section 03, Michael Mott PSUDEF 14A2026-04-230001612720-26-000018Section “Executive Compensation” · grants of plan-based awards table. Filing ↗machine: span 506268–506275
7Section 03, Vera de Gyarfas RSUDEF 14A2026-04-230001612720-26-000018Section “Executive Compensation” · grants of plan-based awards table. Filing ↗machine: span 513188–513195
8Section 03, Vera de Gyarfas PSUDEF 14A2026-04-230001612720-26-000018Section “Executive Compensation” · grants of plan-based awards table. Filing ↗machine: span 511332–511339
9Section 03, Vera de Gyarfas PSUDEF 14A2026-04-230001612720-26-000018Section “Executive Compensation” · grants of plan-based awards table. Filing ↗machine: span 515489–515496
10Section 03, Tarik Skeik PSUDEF 14A2026-04-230001612720-26-000018Section “Executive Compensation” · grants of plan-based awards table. Filing ↗machine: span 520548–520555
11Section 03, Michael Mott RSUDEF 14A2026-04-230001612720-26-000018Section “Executive Compensation” · grants of plan-based awards table. Filing ↗machine: span 503967–503974
12Section 03, Michael Mott PSUDEF 14A2026-04-230001612720-26-000018Section “Executive Compensation” · grants of plan-based awards table. Filing ↗machine: span 502111–502118
13Section 03, Matthew Schatzman PSUDEF 14A2026-04-230001612720-26-000018Section “Executive Compensation” · grants of plan-based awards table. Filing ↗machine: span 492886–492895
14Section 03, Matthew Schatzman RSUDEF 14A2026-04-230001612720-26-000018Section “Executive Compensation” · grants of plan-based awards table. Filing ↗machine: span 494745–494754
15Section 03, Matthew Schatzman PSUDEF 14A2026-04-230001612720-26-000018Section “Executive Compensation” · grants of plan-based awards table. Filing ↗machine: span 497050–497059
16Section 03, Tarik Skeik RSUDEF 14A2026-04-230001612720-26-000018Section “Executive Compensation” · grants of plan-based awards table. Filing ↗machine: span 522404–522411
17Section 03, Tarik Skeik PSUDEF 14A2026-04-230001612720-26-000018Section “Executive Compensation” · grants of plan-based awards table. Filing ↗machine: span 524705–524712
18Section 03, Brent Wahl PSUDEF 14A2026-04-230001612720-26-000018Section “Executive Compensation” · grants of plan-based awards table. Filing ↗machine: span 533930–533939
19Section 03, Brent Wahl PSUDEF 14A2026-04-230001612720-26-000018Section “Executive Compensation” · grants of plan-based awards table. Filing ↗machine: span 529769–529778
20Section 03, Brent Wahl RSUDEF 14A2026-04-230001612720-26-000018Section “Executive Compensation” · grants of plan-based awards table. Filing ↗machine: span 531627–531634
21Section 07, pay ratioDEF 14A2026-04-230001612720-26-000018Section “CEO Pay Ratio”. As printed: 53 : 1. Filing ↗
22Section 06, 2026 voteForm 8-K2026-06-030001612720-26-000036Item 5.07 · say-on-pay result. As reported: 83.33% (votes for as printed: 164,777,795). Filing ↗
23Section 06, 2025 voteForm 8-K2025-06-050001628280-25-029743Item 5.07 · say-on-pay result. As reported: 89.35% (votes for as printed: 189,733,968). Filing ↗
24Section 06, 2024 voteForm 8-K2024-06-030001628280-24-026373Item 5.07 · say-on-pay result. As reported: 95.67% (votes for as printed: 181,260,426). 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
26Cheniere Energy, Inc., Section 10b CEO totalDEF 14A2026-04-070001193125-26-144572CEO total compensation as printed in Cheniere Energy, Inc.'s own proxy. As printed: 25,647,769. Filing ↗machine: t411 · r3 · c27 · span 1229633–1229643
27NRG Energy, Inc., Section 10b CEO totalDEF 14A2026-03-180001104659-26-030844CEO total compensation as printed in NRG Energy, Inc.'s own proxy. As printed: 21,788,422. Filing ↗machine: t178 · r1 · c48 · span 1523683–1523693
28Targa Resources Corp., Section 10b CEO totalDEF 14A2026-03-260001193125-26-126280CEO total compensation as printed in Targa Resources Corp.'s own proxy. As printed: 21,470,708. Filing ↗machine: span 963425–963435
29Sempra, Section 10b CEO totalDEF 14A2026-03-270001193125-26-127603CEO total compensation as printed in Sempra's own proxy. As printed: 21,441,333. Filing ↗machine: r6 · c23 · span 1678334–1678345
30Talen Energy Corp., Section 10b CEO totalDEF 14A2026-03-190001622536-26-000023CEO total compensation as printed in Talen Energy Corp.'s own proxy. As printed: 18,739,647. Filing ↗machine: span 425658–425668
31Coterra Energy Inc., Section 10b CEO totalDEF 14A2025-03-200001104659-25-026126CEO total compensation as printed in Coterra Energy Inc.'s own proxy. As printed: 14,748,960. Filing ↗machine: t61 · r1 · c63 · span 936374–936384
32APA Corp., Section 10b CEO totalDEF 14A2026-04-090001193125-26-149453CEO total compensation as printed in APA Corp.'s own proxy. As printed: 13,202,517. Filing ↗machine: t67 · r2 · c24 · span 1213765–1213775
33NextDecade (subject), Section 10b CEO totalDEF 14A2026-04-230001612720-26-000018CEO total compensation as printed in NextDecade's own proxy. As printed: 12,843,261. Filing ↗machine: r2 · c42 · span 410990–411000
34DT Midstream, Inc., Section 10b CEO totalDEF 14A2026-03-260001140361-26-011280CEO total compensation as printed in DT Midstream, Inc.'s own proxy. As printed: 9,328,071. Filing ↗machine: t213 · r2 · c19 · span 834643–834652
35Kinetik Holdings Inc., Section 10b CEO totalDEF 14A2026-04-080001692787-26-000086CEO total compensation as printed in Kinetik Holdings Inc.'s own proxy. As printed: 6,156,243. Filing ↗machine: r4 · c21 · span 711505–711514
36Section 10a, Cheniere Energy, Inc. reciprocityDEF 14A0001193125-26-144572Cheniere Energy, Inc.'s most recent proxy was read; its disclosed peer group does not include NextDecade. Filing ↗
37Section 10a, Targa Resources Corp. reciprocityDEF 14A0001193125-26-126280Targa Resources Corp.'s most recent proxy was read; its disclosed peer group does not include NextDecade. Filing ↗
38Section 10a, DT Midstream, Inc. reciprocityDEF 14A0001140361-26-011280DT Midstream, Inc.'s most recent proxy was read; its disclosed peer group does not include NextDecade. Filing ↗
39Section 10a, Kinetik Holdings Inc. reciprocityDEF 14A0001692787-26-000086Kinetik Holdings Inc.'s most recent proxy was read; its disclosed peer group does not include NextDecade. Filing ↗
40Section 10a, APA Corp. reciprocityDEF 14A0001193125-26-149453APA Corp.'s most recent proxy was read; its disclosed peer group does not include NextDecade. Filing ↗
41Section 10a, NRG Energy, Inc. reciprocityDEF 14A0001104659-26-030844NRG Energy, Inc.'s most recent proxy was read; its disclosed peer group does not include NextDecade. Filing ↗
42Section 10a, Sempra reciprocityDEF 14A0001193125-26-127603Sempra's most recent proxy was read; its disclosed peer group does not include NextDecade. Filing ↗
43Section 10a, Talen Energy Corp. reciprocityDEF 14A0001622536-26-000023Talen Energy Corp.'s most recent proxy was read; its disclosed peer group does not include NextDecade. Filing ↗
44Section 10a, Coterra Energy Inc. reciprocityDEF 14A0001104659-25-026126Coterra Energy Inc.'s most recent proxy was read; its disclosed peer group does not include NextDecade. Filing ↗