Velarion · Company Intelligence
Compensation Brief
Fiscal year 2025 · Filings through 2026-05-08

Select Water Solutions (WTTR)

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.

$4,876,029
John Schmitz total, FY2025
50th
CEO pay percentile vs peers
57:1
CEO-to-median pay ratio
98.18%
Say-on-pay support, latest vote
Companies that benchmark against WTTR
3 companies name WTTR as a compensation peer

Each company listed discloses WTTR 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 WTTR 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
John Schmitz$800,000$128,800$3,245,526$0$681,352$0$20,351$4,876,029
Chairman of the Board, President, and Chief Executive Officer
Michael Skarke390,00037,440761,0500231,0670106,7681,526,325
Executive Vice President and Chief Operating Officer
Christopher George410,00039,360800,0930242,917014,1081,506,478
Executive Vice President and Chief Financial Officer
Michael Lyons390,00037,440761,0500231,067014,1201,433,678
Executive Vice President, Chief Strategy & Technology Officer
Cody Ortowski365,00035,040712,2600216,255014,1801,342,735
Executive Vice President, Business and Regulatory Affairs

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
John Schmitz$4,876,029$4,389,506
Michael Skarke1,526,3251,327,336
Christopher George1,506,4781,158,616
Michael Lyons1,433,678
Cody Ortowski1,342,7351,242,834

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 LyonsPSU$761,050
Christopher GeorgePSU800,093
Cody OrtowskiPSU712,260
John SchmitzPSU2025-02-243,245,526
Michael SkarkePSU761,050
03b

Vehicle mix — grant-date fair value by award type

Named executive officerTime-vested (RSU)Performance-vested (PSU)Options / SARs% performance-vested
Michael Lyons$0$761,050$0100.0%
Christopher George0800,0930100.0%
Cody Ortowski0712,2600100.0%
John Schmitz03,245,5260100.0%
Michael Skarke0761,0500100.0%

% 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
Michael SkarkeRSU73,511$773,336
John SchmitzRSU313,4933,297,946
John SchmitzPSU493,5245,191,873
Michael SkarkePSU115,7301,217,480
John SchmitzOption195,74925.63
John SchmitzOption172,24420.5
Cody OrtowskiPSU108,3091,139,411
Michael LyonsPSU115,7301,217,480
Christopher GeorgeRSU74,427782,972
Cody OrtowskiRSU68,799723,766
Christopher GeorgePSU121,6241,279,485
Michael LyonsRSU63,378666,737
05

Incentive-plan design — the Compensation Discussion & Analysis

We generally reference the middle range of our competitive market for base salaries and target incentive opportunities, and the Compensation Committee maintains a focus on pay-for-performance and compensation in the form of equity awards to leverage the Company's ability to attract, retain, and motivate key talent.

CEO STI target (% of salary)115%
CEO LTI target (% of salary)
Independent consultantMeridian Compensation Partners
Clawback policyTrue
Anti-hedgingTrue
Anti-pledgingTrue
06

Say-on-pay — recent advisory votes

Meeting yearMeeting dateForAgainstAbstainSupportOutcome
20262026-05-07111,834,9241,385,060691,03698.18%Passed
20252025-05-02101,703,7132,157,98534,26897.89%Passed
20242024-05-0889,879,6142,032,035181,26497.6%Passed
20212021-05-0780,058,5681,667,07895,95997.85%Passed
20182018-05-0483,851,654318,541403,27599.15%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
20262026-05-0798.18%a
20252025-05-0297.89%b
20242024-05-0897.6%c

a. Approved under the standard stated in the filing — “Abstentions will have the effect of a vote against the proposal.”.

b. Approved under the standard stated in the filing — “Abstentions will have the effect of a vote against the proposal.”.

c. Approved under the standard stated in the filing — “Abstentions will have the effect of a vote against the 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)57 : 1
CEO total compensation$4,871,202
Median employee compensation$86,166
08

Director compensation — fiscal year 2025

DirectorCash feesStock awardsOption awardsNon-equity incentiveAll otherTotal
Richard A. BurnettIndependent · Lead Independent Director · Audit (Chair)$114,441$147,739$0$0$0$262,180
Gayle L. BurlesonIndependent · Compensation (Chair)89,441147,739000237,180
Douglas J. WallIndependent · Compensation · Not standing for re-election84,441147,739000232,180
Robin H. FielderIndependent · Audit · Nominating/Governance & Sustainability74,441147,739000222,180
Luis Fernandez-MorenoIndependent · Compensation · Nominating/Governance & Sustainability74,441147,739000222,180
Bruce E. CopeIndependent · Audit · Nominating/Governance & Sustainability · Newly elected70,000147,739000217,739
Timothy A. RobertsIndependent · Audit · Compensation · Newly elected70,000147,739000217,739
Troy W. ThackerIndependent · Audit · Not standing for re-election · Departed during FY28,095000028,095
John D. SchmitzEmployee director · Board Chair00000
09

Board fee structure and ownership guideline

Annual cash retainer$70,000
Annual equity retainer$147,739
Per board meeting fee
Committee chair fees (audit / comp / nom-gov)20,000 / 15,000
Stock ownership guideline
09b

Total cost of the board

ComponentFY2025
Cash retainers and fees$605,300
Equity awards (grant-date value)$1,034,173
All other compensation$0
Total cost of the board$1,639,473

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.

PTEN Patterson-UTI Energy, Inc.TTI TETRA Technologies, Inc.ARIS Aris Water Solutions, Inc.CECO CECO Environmental Corp.LBRT Liberty Energy Inc.AESI Atlas Energy Solutions Inc.NPKI NPK International Inc.PUMP ProPetro Holding Corp.RES RPC, Inc.SOI Solaris Oilfield Infrastructure, Inc.WHD Cactus, Inc.OIS Oil States International, Inc.SLCA U.S. Silica Holdings, Inc.AROC Archrock, Inc.HP Helmerich & Payne, Inc.
10a

Peer reciprocity

Of the companies Select Water Solutions 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.

Patterson-UTI Energy, Inc. (PTEN)32 TETRA Technologies, Inc. (TTI) Aris Water Solutions, Inc. (ARIS) CECO Environmental Corp. (CECO)33 Liberty Energy Inc. (LBRT)34 Atlas Energy Solutions Inc. (AESI) NPK International Inc. (NPKI) ProPetro Holding Corp. (PUMP) RPC, Inc. (RES) Solaris Oilfield Infrastructure, Inc. (SOI) Cactus, Inc. (WHD) Oil States International, Inc. (OIS) U.S. Silica Holdings, Inc. (SLCA) Archrock, Inc. (AROC) Helmerich & Payne, Inc. (HP)35

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 Select Water Solutions.

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
1Patterson-UTI Energy, Inc.2025William Hendricks$1,300,000$8,497,991$0$2,264,330$12,077,321
2Helmerich & Payne, Inc.2025John Lindsay1,179,9095,749,95701,559,0169,010,799
3Select Water Solutions2025John Schmitz800,0003,245,5260681,3524,876,029
4Liberty Energy Inc.2025Ron Gusek591,2822,943,85501,057,7184,793,487
5RPC, Inc.2025Ben Palmer618,0001,388,26501,155,6603,192,075
6CECO Environmental Corp.2024Todd Gleason717,3831,627,505289,575382,6563,051,771
TETRA Technologies, Inc.not in coverage universe
Aris Water Solutions, Inc.not in coverage universe
Atlas Energy Solutions Inc.not in coverage universe
NPK International Inc.not in coverage universe
ProPetro Holding Corp.not in coverage universe
Solaris Oilfield Infrastructure, Inc.not in coverage universe
Cactus, Inc.not in coverage universe
Oil States International, Inc.not in coverage universe
U.S. Silica Holdings, Inc.not in coverage universe
Archrock, 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
Select Water Solutions88.1%RSU 50 · PSU 50Yes — Relative Total Shareholder Return (TSR)Meridian Compensation Partners
Archrock, Inc.not disclosednot disclosednot disclosednot disclosed
Aris Water Solutions, Inc.not disclosednot disclosednot disclosednot disclosed
Atlas Energy Solutions Inc.not disclosednot disclosednot disclosednot disclosed
Cactus, Inc.not disclosednot disclosednot disclosednot disclosed
CECO Environmental Corp.40%PSU 75 · Options 25NoMeridian Compensation Partners LLC
Helmerich & Payne, Inc.109.09%PSU 50 · RSU 50Yes — Total Stockholder Return (TSR)Willis Towers Watson
Liberty Energy Inc.not disclosednot disclosednot disclosednot disclosed
NPK International Inc.not disclosednot disclosednot disclosednot disclosed
Oil States International, Inc.not disclosednot disclosednot disclosednot disclosed
Patterson-UTI Energy, Inc.not disclosedPSU 50 · RSU 50Yes — Total Stockholder Return (TSR)Pay Governance LLC
ProPetro Holding Corp.not disclosednot disclosednot disclosednot disclosed
RPC, Inc.187%RSU 75 · PSU 25NoMercer, LLC
Solaris Oilfield Infrastructure, Inc.not disclosednot disclosednot disclosednot disclosed
TETRA Technologies, Inc.not disclosednot disclosednot disclosednot disclosed
U.S. Silica Holdings, 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, John SchmitzDEF 14A2026-03-240001104659-26-033864Section “2025 Summary Compensation Table”. As printed: 4,876,029. Filing ↗machine: span 1041295–1041304
2Section 01, Michael SkarkeDEF 14A2026-03-240001104659-26-033864Section “2025 Summary Compensation Table”. As printed: 1,526,325. Filing ↗machine: span 1075360–1075369
3Section 01, Christopher GeorgeDEF 14A2026-03-240001104659-26-033864Section “2025 Summary Compensation Table”. As printed: 1,506,478. Filing ↗machine: span 1058310–1058319
4Section 01, Michael LyonsDEF 14A2026-03-240001104659-26-033864Section “2025 Summary Compensation Table”. As printed: 1,433,678. Filing ↗machine: span 1092422–1092431
5Section 01, Cody OrtowskiDEF 14A2026-03-240001104659-26-033864Section “2025 Summary Compensation Table”. As printed: 1,342,735. Filing ↗machine: span 1104187–1104196
6Section 03, Michael Lyons PSUDEF 14A2026-03-240001104659-26-033864Section “Summary Compensation Table” · grants of plan-based awards table. Filing ↗machine: t92 · r10 · c24 · span 1090091–1090098
7Section 03, Christopher George PSUDEF 14A2026-03-240001104659-26-033864Section “Summary Compensation Table” · grants of plan-based awards table. Filing ↗machine: t92 · r4 · c24 · span 1055997–1056004
8Section 03, Cody Ortowski PSUDEF 14A2026-03-240001104659-26-033864Section “Summary Compensation Table” · grants of plan-based awards table. Filing ↗machine: t92 · r12 · c24 · span 1101856–1101863
9Section 03, John Schmitz PSUDEF 14A2026-03-240001104659-26-033864Section “Summary Compensation Table” · grants of plan-based awards table. Filing ↗machine: t92 · r1 · c24 · span 1038962–1038971
10Section 03, Michael Skarke PSUDEF 14A2026-03-240001104659-26-033864Section “Summary Compensation Table” · grants of plan-based awards table. Filing ↗machine: t92 · r7 · c24 · span 1073028–1073035
11Section 07, pay ratioDEF 14A2026-03-240001104659-26-033864Section “CEO Pay Ratio”. As printed: 57 : 1. Filing ↗machine: span 1763623–1763625
12Section 08, Richard A. BurnettDEF 14A2026-03-240001104659-26-033864Section “Director Compensation”. As printed: 262,180. Filing ↗machine: t30 · r2 · c21 · span 346512–346519
13Section 08, Gayle L. BurlesonDEF 14A2026-03-240001104659-26-033864Section “Director Compensation”. As printed: 237,180. Filing ↗machine: t30 · r1 · c21 · span 343269–343276
14Section 08, Douglas J. WallDEF 14A2026-03-240001104659-26-033864Section “Director Compensation”. As printed: 232,180. Filing ↗machine: t30 · r8 · c21 · span 365399–365406
15Section 08, Robin H. FielderDEF 14A2026-03-240001104659-26-033864Section “Director Compensation”. As printed: 222,180. Filing ↗machine: t30 · r5 · c21 · span 355898–355905
16Section 08, Luis Fernandez-MorenoDEF 14A2026-03-240001104659-26-033864Section “Director Compensation”. As printed: 222,180. Filing ↗machine: t30 · r4 · c21 · span 352770–352777
17Section 08, Bruce E. CopeDEF 14A2026-03-240001104659-26-033864Section “Director Compensation”. As printed: 217,739. Filing ↗machine: t30 · r3 · c21 · span 349637–349644
18Section 08, Timothy A. RobertsDEF 14A2026-03-240001104659-26-033864Section “Director Compensation”. As printed: 217,739. Filing ↗machine: t30 · r6 · c21 · span 359028–359035
19Section 08, Troy W. ThackerDEF 14A2026-03-240001104659-26-033864Section “Director Compensation”. As printed: 28,095. Filing ↗machine: t30 · r7 · c7 · span 360624–360630
20Section 08, John D. SchmitzDEF 14A2026-03-240001104659-26-033864Section “Director Compensation”. As printed: 0. Filing ↗
21Section 06, 2026 voteForm 8-K2026-05-080001140361-26-020043Item 5.07 · say-on-pay result. As reported: 98.18% (votes for as printed: 111,834,924). Filing ↗
22Section 06, 2025 voteForm 8-K2025-05-060001140361-25-017557Item 5.07 · say-on-pay result. As reported: 97.89% (votes for as printed: 101,703,713). Filing ↗
23Section 06, 2024 voteForm 8-K2024-05-090001140361-24-025099Item 5.07 · say-on-pay result. As reported: 97.6% (votes for as printed: 89,879,614). Filing ↗
24Section 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
25Section 09b board cost (computed)ComputedcomputedCash 605,300 + equity 1,034,173 + all other 0 = 1,639,473, summed across the director compensation table rows.machine: formula: Σ = 1,639,473
26Patterson-UTI Energy, Inc., Section 10b CEO totalDEF 14A2026-04-130000889900-26-000020CEO total compensation as printed in Patterson-UTI Energy, Inc.'s own proxy. As printed: 12,077,321. Filing ↗machine: span 571078–571088
27Helmerich & Payne, Inc., Section 10b CEO totalDEF 14A2026-01-220001104659-26-005786CEO total compensation as printed in Helmerich & Payne, Inc.'s own proxy. As printed: 9,010,799. Filing ↗machine: r1 · c42 · span 1420313–1420322
28Select Water Solutions (subject), Section 10b CEO totalDEF 14A2026-03-240001104659-26-033864CEO total compensation as printed in Select Water Solutions's own proxy. As printed: 4,876,029. Filing ↗machine: span 1041295–1041304
29Liberty Energy Inc., Section 10b CEO totalDEF 14A2026-03-050001999371-26-005123CEO total compensation as printed in Liberty Energy Inc.'s own proxy. As printed: 4,793,487. Filing ↗machine: r5 · c14 · span 606395–606404
30RPC, Inc., Section 10b CEO totalDEF 14A2026-03-180001104659-26-030766CEO total compensation as printed in RPC, Inc.'s own proxy. As printed: 3,192,075. Filing ↗machine: t142 · r9 · c14 · span 742140–742149
31CECO Environmental Corp., Section 10b CEO totalDEF 14A2025-04-100001558370-25-004649CEO total compensation as printed in CECO Environmental Corp.'s own proxy. As printed: 3,051,771. Filing ↗machine: t106 · r5 · c17 · span 876582–876591
32Section 10a, Patterson-UTI Energy, Inc. reciprocityDEF 14A0001628280-25-017335Patterson-UTI Energy, Inc.'s most recent proxy was read; its disclosed peer group does not include Select Water Solutions. Filing ↗
33Section 10a, CECO Environmental Corp. reciprocityDEF 14A0001558370-25-004649CECO Environmental Corp.'s most recent proxy was read; its disclosed peer group does not include Select Water Solutions. Filing ↗
34Section 10a, Liberty Energy Inc. reciprocityDEF 14A0001999371-26-005123Liberty Energy Inc.'s most recent proxy was read; its disclosed peer group does not include Select Water Solutions. Filing ↗
35Section 10a, Helmerich & Payne, Inc. reciprocityDEF 14A0001104659-26-005786Helmerich & Payne, Inc.'s most recent proxy was read; its disclosed peer group does not include Select Water Solutions. Filing ↗