CNX Resources Corp (CNX) SEC Filings

CNX Resources Corp President & CEO Alan K. Shepard reported the vesting and exercise of the first tranche of 39,771 Performance Share Units (PSUs) granted on August 1, 2023, converting into an equal number of common shares. To cover related taxes, 17,297 common shares were automatically withheld at $35.38 per share. Following this vesting and the forfeiture of 56,062 target PSUs that were not earned, Shepard now holds 287,501 PSUs outstanding, which may vest in additional tranches over approximately seven years if CNX common stock achieves specified price targets. Of the common shares he owns directly, 86,856 are restricted stock units, including associated dividend equivalent rights.

CNX Resources Corp Chief Operating Officer Navneet Behl exercised 39,771 Performance Share Units (PSUs), converting them into an equal number of common shares at a stated price of $0.00 per share. In connection with this vesting, 17,297 common shares were automatically withheld at $35.38 per share to satisfy his tax liability. Following the transaction, Behl has 287,501 PSUs reported as remaining, with footnotes stating that these PSUs vest in three tranches based on CNX share-price targets over approximately seven years and that 56,062 target PSUs from the first tranche were not earned and will not vest. Of the common shares owned directly, 87,932 are restricted stock units, including dividend equivalent rights.

CNX Resources director Ian R. McGuire reported several bona fide gifts of common shares. On June 2, 2026, he gifted 19,155 shares from direct ownership, leaving 73,972 direct shares, of which 9,399 are deferred stock units, and the same amount was received by a revocable trust. On August 4, 2026, that revocable trust disposed of 86,614 shares by gift, while two charitable remainder trusts each acquired 43,307 shares. All reported movements are gifts among personal and family trusts rather than market purchases or sales.

CNX Resources Corporation generated total revenue and other operating income of 618,484 (thousands) in the quarter ended June 30, 2026, down from 962,422 (thousands) a year earlier, as natural gas, NGL and oil revenue declined and hedge gains were smaller. Net income was 202,943 (thousands), or diluted EPS of $1.32, compared with 432,521 (thousands), or $2.53 per diluted share. For the first six months of 2026, net income increased to 551,090 (thousands) from 234,806 (thousands), helped by unrealized gains on commodity derivatives.

Operating cash flow for the six-month period rose to 557,032 (thousands) from 498,147 (thousands), funding capital expenditures of 311,906 (thousands), debt refinancing and share repurchases. Long-term debt (excluding current portion) was 2,223,745 (thousands), down from 2,421,359 (thousands), after issuing 500,000 (thousands) of new 5.875% senior notes due 2034 and retiring 6.00% notes due 2029 and all 2.25% convertible notes through share settlement. Stockholders’ equity increased to 4,843,809 (thousands) despite repurchasing 7,181,455 shares for 252,541 (thousands). CNX ended the quarter with substantial unused borrowing capacity under its CNX and CNXM revolving credit facilities and maintained a large natural gas hedge portfolio into 2027.

CNX Resources Corporation reported Q2 2026 net income of $202.9 million on total revenue and other operating income of $618.5 million. Natural gas, NGL and oil revenue was $389.4 million, supported by a $176.3 million gain on commodity derivative instruments. Total production was 151.5 Bcfe, or 1,664.8 MMcfe per day, and diluted earnings per share were $1.32.

Operating cash flow was $279.5 million, yielding Q2 2026 free cash flow of $138 million. Management’s 2026 outlook calls for production of 605–620 Bcfe, Adjusted EBITDAX of $1,265–$1,315 million, total capital expenditures of $556–$586 million, and free cash flow of about $525 million, or roughly $3.41–$3.55 per share, with about 81% of 2026 natural gas volumes hedged.

CNX Resources director Clarkson J. Palmer exercised stock options to acquire 22,129 common shares on June 18, 2026. He exercised 10,000 options at a conversion price of $15.55 per share and 12,129 options at $13.584 per share. Following these exercises, he holds 261,130 common shares directly. Footnotes note that 5,568 of the directly owned shares are restricted stock units and 44,998 are deferred stock units, and that additional common shares are held in several Uniform Transfers to Minors Act accounts for grandchildren, for which he serves as custodian and disclaims beneficial ownership.

CNX RESOURCES CORPORATION Schedule 13G/A Amendment No. 3: MFN Partners and affiliated reporting persons update their prior joint filing regarding ownership of the issuer's Common Stock. The filing states the shares are directly held by MFN Partners, LP, and each reporting person disclaims beneficial ownership except to the extent of any pecuniary interest.

The cover information incorporated by reference sets the amount and percent owned; the filing also lists CUSIP 12653C108 and identifies the reporting group and organizational addresses.

State Street Corporation reports beneficial ownership of 7,115,667 shares of CNX Resources Corp, representing 5% of the class as of 03/31/2026. The filing shows shared voting power of 6,937,001 shares and shared dispositive power of 7,115,667. The filing identifies several State Street advisory affiliates as holders acting on behalf of clients. Signature block dated 05/12/2026.

CNX Resources director William N. Thorndike Jr. reported an equity compensation grant of 8,770 common shares at $0.00 per share, categorized as a grant, award, or other acquisition. Following this award, he directly holds 435,355 common shares, of which 5,302 are deferred stock units.

The filing also lists indirect holdings of 35,000 shares held by a trust and 50,000 shares tied to a pecuniary interest in a third-party account. These entries reflect indirect ownership positions rather than new open‑market purchases or sales.