Welcome to our dedicated page for ARGAN SEC filings (Ticker: AGX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Argan, Inc. SEC filings document the company’s operating results, material events and governance as a NYSE-listed construction services issuer. Recent 8-K filings report quarterly and fiscal financial results, cash dividends, share repurchase program actions, and engineering, procurement and construction contract developments involving Gemma Power Systems and power-generation projects.
Proxy materials cover board elections, executive compensation, equity awards, shareholder voting matters and related governance disclosures. The filings also identify Argan’s common stock registration and formal event reporting for capital allocation and project-backlog developments.
Argan, Inc. is asking stockholders to elect nine directors, approve an advisory say‑on‑pay vote, and ratify Grant Thornton LLP as auditor at its June 10, 2026 annual meeting in Arlington, Virginia. Only holders of record on April 16, 2026 may vote.
The proxy highlights strong recent performance: Fiscal 2026 revenues were $945 million, net income was $138 million, diluted EPS was $9.74, and EBITDA was $163 million. Cash, cash equivalents and short‑term investments totaled $895 million with net liquidity of $421 million and no debt, while project backlog reached $2.93 billion.
Over five years, Argan’s cumulative total stockholder return rose to $886.07 on a $100 base, outpacing the S&P 500 and a heavy construction index. The company raised its quarterly dividend by 33% to an annual rate of $2.00 per share and expanded its share repurchase authorization to $200 million through January 31, 2030. The proxy also details an independent, committee‑driven board structure, tighter stock ownership guidelines for directors and executives, expanded performance‑based equity, and a clawback, anti‑hedging, and no‑pledging framework.
Argan, Inc. submitted a Form 144 notice related to proposed sales of Common Stock by an insider. The filing lists an option exercise/equity grant for 3,636 shares on 01/16/2026 and shows prior sales of 5,000 shares on 01/27/2026 and 4,556 shares on 03/31/2026 (proceeds $2,459,556.60 for the 03/31/2026 sale). The notice names John R. Jeffrey, Jr. as the selling person and lists broker information for Charles Schwab & Co.
ARGAN INC executive Charles Edwin Collins IV, CEO of Gemma, reported multiple equity award vestings and option exercises that increased his direct holdings. On April 16–17, 2026, he exercised derivative awards to acquire a total of 13,166 shares of common stock, all coded as option or unit exercises rather than open-market purchases or sales.
Following these transactions, he directly owned 30,320 shares of common stock. Footnotes explain that the vested awards include Renewable Performance-Based Restricted Stock Units, Time-Based Restricted Stock Units, Earnings Per Share Performance-Based Restricted Stock Units, and other performance-based units granted in prior years, which became issuable in 2026 under their one- and three-year vesting schedules.
ARGAN INC President and CEO David Hibbert Watson reported multiple equity award vestings and one stock sale. On April 17, 2026, he sold 19,310 shares of common stock in the open market at an average price of $602.11 per share, and held 49,998 shares directly afterward. Around the same time, several restricted stock unit awards vested, including time-based RSUs and performance-based RSUs. Footnotes state that 20,000 shares became issuable from earnings-per-share performance-based RSUs versus a 10,000-share target, and 10,000 shares became issuable from performance-based RSUs versus a 5,000-share target, indicating awards paid out above target levels.
ARGAN INC Chief Financial Officer Joshua Scott Baugher reported a mix of equity exercises and sales. On April 16 and 17, 2026, several tranches of Time-Based Restricted Stock Units vested under three-year schedules, resulting in exercises covering a total of 2,251 shares of common stock.
On April 16, 2026, he sold 600 shares of common stock in an open-market transaction at an average price of $605.60 per share, while retaining the remainder. Following these transactions, he directly holds 1,784 shares of common stock and 2,459 Time-Based Restricted Stock Units.
ARGAN INC director Lisa Larroque Alexander reported routine equity compensation activity. On April 16, 2026, 695 Time-Based Restricted Stock Units vested and were converted into 695 shares of common stock, consistent with a one-year vesting schedule for TRSUs granted on April 16, 2025.
Following these transactions, she directly holds 700 shares of common stock and 530 Time-Based Restricted Stock Units. These entries reflect compensation-related derivative exercises rather than open-market buying or selling.