Kodiak Gas Services Inc SEC Filings

Kodiak Gas Services, Inc. filed an initial ownership report for a senior executive showing no stock holdings. Executive Vice President, General Counsel and Corporate Secretary Jennifer LeGrand Howard submitted a Form 3 indicating that she does not beneficially own any Kodiak Gas Services securities as of the event date of 12/01/2025. Both the non-derivative and derivative securities tables are blank, with an explicit note stating that no securities are beneficially owned. This is a routine disclosure required when an insider becomes subject to reporting rules.

Kodiak Gas Services, Inc. received an amended Schedule 13G/A (Amendment No. 9) from Frontier TopCo Partnership, L.P., Frontier TopCo GP, LLC, and EQT Fund Management S.a r.l. reporting that these entities no longer beneficially own any shares of Kodiak’s common stock. Each reporting person lists 0.00 shares beneficially owned and a 0.00% stake in the common stock.

The reported ownership percentage is calculated using 85,683,860 shares of common stock outstanding as of November 28, 2025, as referenced from a prospectus supplement. The amendment also confirms that the group now owns 5% or less of Kodiak’s outstanding common stock.

Kodiak Gas Services, Inc. reported a large insider sale by a major shareholder. A reporting person classified as a director and 10% owner disclosed the sale of 9,762,573 shares of common stock of Kodiak Gas Services on 12/01/2025. The shares were sold in an underwritten secondary offering at a public price of $34.60 per share, while the reporting person received $34.37 per share after underwriting discounts.

The filing shows that following this transaction the reporting person held 0 shares indirectly through Frontier TopCo Partnership, L.P. The structure involves Frontier TopCo Partnership, L.P., its general partner Frontier TopCo GP, LLC, and upstream entities including EQT Infrastructure III SCSp and EQT Fund Management S.a r.l., which may be deemed to have beneficial ownership through their control relationships, though each disclaims beneficial ownership beyond any pecuniary interest.

Kodiak Gas Services, Inc. reported that a major existing investor, Frontier TopCo Partnership, L.P., completed a secondary public offering of 9,762,573 shares of Kodiak common stock. The shares were sold to the public at $34.60 per share under an underwriting agreement with Goldman Sachs & Co. LLC, and the transaction closed on December 2, 2025.

The company itself did not issue any new shares in this transaction and did not receive any of the sale proceeds; all proceeds went to the selling stockholder. Kodiak and the selling stockholder agreed to provide customary representations, warranties and indemnification to the underwriter as part of the agreement.

Kodiak Gas Services, Inc. (KGS) reported a large insider transaction. A reporting holder sold 10,000,000 shares of common stock in an underwritten secondary offering on 11/12/2025. The shares were priced to the public at $33.60 per share, and the reporting holder received $33.321 per share after underwriting discounts.

Following the sale, the reporting holder had 9,762,573 shares beneficially owned, held indirectly through Frontier TopCo Partnership, L.P. The transaction was coded “S” for sale. The filing notes the indirect ownership structure through Frontier TopCo Partnership, L.P., with related entities identified in the explanatory note.

Frontier TopCo Partnership, L.P., Frontier TopCo GP, LLC, and EQT Fund Management S.a r.l. filed Amendment No. 8 to Schedule 13G for Kodiak Gas Services, Inc. (KGS), reporting beneficial ownership of 9,762,573 shares of common stock, or 11.4% of the class. The reporting persons disclose sole voting and sole dispositive power over the same number of shares.

The stated percentage is calculated using 85,683,860 shares outstanding after giving effect to the offering and concurrent share repurchase described in the issuer’s prospectus supplement dated November 12, 2025. The filing notes Frontier TopCo GP, LLC is the general partner of Frontier TopCo Partnership, L.P., and describes EFMS’s governance role within EQT Infrastructure III while disclaiming beneficial ownership beyond Kodiak Holdings where applicable.

Kodiak Gas Services (KGS) disclosed a secondary offering by Frontier TopCo Partnership, L.P. of 10,000,000 shares of common stock at $33.60 per share. The company did not sell any shares in the transaction and did not receive proceeds from the sale. In a related move, Kodiak purchased 1,000,000 shares from the underwriter for an aggregate of approximately $33.3 million under its existing buyback program.

Following this repurchase, $31.7 million remains available under the program. Both the offering and the buyback closed on November 13, 2025. The underwriting agreement includes customary terms and indemnification provisions.

Kodiak Gas Services, Inc. supports the resale of 10,000,000 shares of common stock by a selling stockholder in an underwritten secondary offering. The company will not receive proceeds from these sales. The shares are priced to the public at $33.600 per share and trade on the NYSE under the symbol KGS.

Subject to the offering’s completion, Kodiak plans to repurchase 1,000,000 of these shares from the underwriter at the same price, funding the buyback with borrowings under its revolving asset-based credit facility. As of November 9, 2025, Kodiak had 86,683,860 shares of common stock outstanding, and the selling stockholder will beneficially own 9,762,573 shares after the transaction.

Kodiak’s board has authorized a share repurchase program of up to $115.0 million, with approximately $65.0 million remaining available as of this prospectus supplement. The board also declared a quarterly cash dividend of $0.49 per share, payable November 13, 2025, continuing its practice of returning capital at its discretion.

Kodiak Gas Services (KGS) filed an amended quarterly report (10‑Q/A) to update Item 5 by adding executive Rule 10b5‑1 trading arrangements that were inadvertently omitted. The company also filed updated officer certifications; no financial statements were changed.

Two officers adopted Rule 10b5‑1 plans on September 16, 2025, expiring August 20, 2027. The plans contemplate potential sales of up to 59,621 shares for Cory Roclawski and 80,196 shares for Kelly Battle, tied to future equity award vesting and tax withholdings; the exact shares to be sold will depend on settlement outcomes.

The report includes Section 13(r) disclosure noting an internal investigation that determined certain payments likely were made to persons associated with an organization designated as a Specially Designated Global Terrorist; the aggregate amount was described as not material. Kodiak sold its Mexico operations on September 30, 2025.