Welcome to our dedicated page for Greenfire Resources SEC filings (Ticker: GFR), 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.
Greenfire Resources Ltd. filings document the company's reporting as a Canadian foreign private issuer with common shares listed on the NYSE and TSX. Form 6-K reports include interim consolidated financial statements, MD&A, operating updates, reserve disclosures and news releases for its Hangingstone oil sands assets in Alberta.
The filing record also covers capital-structure and governance matters, including amended credit agreements, material change reports, rights offering and refinancing disclosures, annual meeting circulars, proxy materials, director elections, auditor appointments, executive compensation and corporate governance practices.
Greenfire Resources Ltd. filed a Form 6-K that includes an amended and restated credit agreement for CDN.$275,000,000 credit facilities and an AGM voting results news release. The agreement, made as of December 19, 2025, sets out a syndicated facility and a separate operating facility.
The operating facility has a maximum principal amount of Cdn.$30,000,000 and an Operating Facility Maturity Date of November 30, 2027. Bank of Montreal acts as agent for a syndicate of lenders and as Operating Lender, with several major banks named as co-lead arrangers and joint bookrunners.
The agreement details how loans, letters of credit, interest calculations, borrowing base determinations, security over assets, environmental and abandonment obligations, covenants, events of default, and benchmark replacement mechanics will be handled. It also defines numerous technical terms governing hedging, junior debt, and permitted encumbrances.
Greenfire Resources Ltd. reported a sharp swing to a Q1 2026 net loss of $73.0 million versus income of $16.2 million a year earlier, mainly due to a non‑cash loss of $94.6 million on risk management contracts.
Bitumen production averaged 14,719 bbl/d, down 16%, with oil sales of $147.3 million, down 20%. Operating netback fell to $23.42/bbl and adjusted EBITDA dropped to $25.6 million from $41.3 million. Capital expenditures rose to $49.6 million, driving an adjusted free cash flow deficit of $25.1 million.
Cash from operating activities was $1.4 million, ending cash was $0.5 million, and net surplus (debt) was $21.7 million with available funding of $296.7 million, including an undrawn Senior Credit Facility of $270.9 million. The 2026 capital budget was increased to $210 million while maintaining production guidance of 13,500–15,500 bbl/d, supporting Pad 7 and accelerated Pad 8 development.
Greenfire Resources Ltd. has called its annual shareholder meeting for May 7, 2026 in Calgary to elect seven directors and confirm Deloitte LLP as auditor. Shareholders of record as of April 2, 2026 can vote in person, by proxy, or through intermediaries if they hold shares beneficially.
The circular explains board composition and governance: three independent directors and four WEF-affiliated directors, with WEF-related entities collectively controlling about 72% of the common shares, effectively determining director elections. It outlines committee structures, independence standards, and the roles of the Executive Chair and independent Lead Director.
The document details director and executive pay, emphasizing a cash‑based bonus program tied to operating efficiency, capital efficiency and health, safety and environmental performance. Equity awards under the omnibus incentive plan have been suspended, with only a small residual pool of outstanding share units. The circular also highlights a previously oversubscribed rights offering that had a WEF standby backstop, which ultimately was not used.
Greenfire Resources Ltd. submits its Annual Report on Form 40-F, providing audited consolidated financial statements, management's discussion and related certifications for the years ended December 31, 2025 and December 31, 2024.
The filing states 125,407,252 common shares outstanding as of the close of the period covered by the annual report. Management concluded that disclosure controls and procedures were effective as of December 31, 2025, and the company relied on the emerging growth company exemption for auditor attestation.
Greenfire Resources Ltd. reported its 2025 reserves, financial results and an operations and outlook update. Average 2025 production was 16,169 bbls/d, slightly above its 15,000–16,000 bbls/d outlook, with capital spending of $111.8 million coming in below the $130 million plan.
The company completed a major refinancing in December 2025, issuing about 55.1 million shares in an oversubscribed rights offering for gross proceeds of $298.7 million and redeeming all 12.00% senior secured notes due 2028. As of year-end 2025, Greenfire was debt-free with a net surplus of $49.7 million and $324.7 million of available funding, including an undrawn $275 million senior credit facility.
Greenfire lowered its 2026 production guidance to 13,500–15,500 bbls/d from 15,500–16,500 bbls/d after unplanned downtime at the Expansion Asset and steeper base declines, though a key well has been redrilled and is expected back online in March 2026. Year-end 2025 proved plus probable bitumen reserves totaled 408,895 Mbbl gross, with associated future net revenue reflecting significant long-life asset value.
Greenfire Resources Ltd. (GFR) received an amended Schedule 13G/A from Encompass Capital Advisors LLC and Todd J. Kantor regarding holdings of its common shares. As of December 31, 2025, both reporting persons disclose beneficial ownership of 0 common shares, representing 0.0% of the class.
The filing confirms they have no sole or shared voting or dispositive power over any Greenfire common shares and state that the securities referenced were not acquired or held for the purpose of changing or influencing control of the company.
Greenfire Resources Ltd. saw its principal shareholder group led by Waterous Energy Fund report beneficial ownership of 52,583,991 common shares and warrants, representing 72.12% of the company’s outstanding common shares. The percentage is based on 70,256,512 common shares outstanding as of November 6, 2025.
On November 14, 2025, Waterous Energy Fund Management Corp., on behalf of affiliated limited partnerships, agreed to acquire 1,926,055 common shares of Greenfire Resources from Luxor Capital Group in a private transaction at CAD$6.65 (USD$4.74) per share, for total cash consideration of CAD$12,808,265.75 (USD$9,132,293.48) under a Securities Purchase Agreement. The reporting persons disclose shared voting and dispositive power over their entire position and report no other transactions in the issuer’s common shares during the past 60 days.