Kodiak Gas Services, Inc. filings document operating results, capital returns, debt financing, governance changes, and shareholder voting matters for its energy infrastructure services business. Form 8-K reports cover quarterly results, Regulation FD dividend announcements, material definitive agreements, and capital-structure events involving Kodiak Gas Services, LLC as a subsidiary issuer.
Proxy and charter-related filings describe board structure, voting provisions, executive compensation, director elections, and shareholder approvals. Debt-related disclosures include senior unsecured notes, guarantor arrangements, indenture terms, redemption provisions, and related financing obligations.
Kodiak Gas Services is pursuing a major refinancing and acquisition. Its subsidiary launched a private offering of $750 million senior unsecured notes due 2031, with plans to redeem all outstanding 7.25% senior notes due 2029 at 103.625% of the $750,000,000 principal plus accrued interest. Kodiak also agreed to acquire Distributed Power Solutions (DPS) for $675 million, including $575 million in cash and 2,401,278 Kodiak shares valued at about $113.6 million. DPS reported 2025 revenue of $93.0 million and net income of $15.4 million, with total assets of $269.5 million and members’ equity of $122.9 million. Pro forma 2025 basic earnings per share for Kodiak are shown at $0.74.
Kodiak Gas Services is pursuing a major refinancing and acquisition. Its subsidiary launched a private offering of $750 million senior unsecured notes due 2031, with plans to redeem all outstanding 7.25% senior notes due 2029 at 103.625% of the $750,000,000 principal plus accrued interest. Kodiak also agreed to acquire Distributed Power Solutions (DPS) for $675 million, including $575 million in cash and 2,401,278 Kodiak shares valued at about $113.6 million. DPS reported 2025 revenue of $93.0 million and net income of $15.4 million, with total assets of $269.5 million and members’ equity of $122.9 million. Pro forma 2025 basic earnings per share for Kodiak are shown at $0.74.
Kodiak Gas Services Executive VP & CFO John Griggs reported equity compensation awards and related tax withholding in company stock. On March 8, 2026, he received 10,736 restricted stock units that vest and settle in three equal installments beginning March 8, 2027.
He also received 54,000 shares from a performance-based restricted stock unit award that paid out based on metrics measured from June 28, 2023 to December 31, 2025 and vested on March 8, 2026. The company withheld 26,169 shares to cover tax obligations tied to the vesting, and Griggs directly holds 105,945 common shares after these transactions.
Kodiak Gas Services Executive Vice President & COO William Chad Lenamon reported equity compensation awards and related tax withholding in company stock. He received 10,736 restricted stock units at a reference price of $55.89 per share that will vest in three equal installments beginning on March 8, 2027. He also received 48,000 performance-based restricted stock units that were earned based on metrics such as discretionary cash flow, leverage, total shareholder return and an ESG scorecard for the period from June 28, 2023 to December 31, 2025, and that vested on March 8, 2026 and converted into common shares on a one-for-one basis. To cover tax obligations tied to these vestings, the issuer withheld 22,475 shares, which is recorded as a disposition but not an open-market sale. After these transactions, Lenamon directly holds 91,918 shares of Kodiak Gas Services common stock.
Kodiak Gas Services, Inc. President & CEO Robert Michael McKee reported routine equity compensation activity involving restricted stock units and related tax withholding. He received 32,207 restricted stock units that vest and settle in common shares in three equal installments beginning March 8, 2027.
He was also awarded 180,000 performance-based restricted stock units that were certified based on performance from June 28, 2023 to December 31, 2025 and converted into common stock on a one-for-one basis with a vest date of March 8, 2026. To cover tax obligations on vesting, the issuer withheld 86,110 shares.
After these transactions, McKee directly holds 313,725.477 shares of common stock. In addition, 16,180 shares are held indirectly through StarMac Investments, Ltd., an entity associated with him.
Kodiak Gas Services EVP & Chief Accounting Officer Ewan William Hamilton reported equity compensation activity in company stock. He received 4,652 restricted stock units that will vest in three equal installments beginning March 8, 2027, and 18,000 performance-based restricted stock units that vested on March 8, 2026 after meeting cash flow, leverage, total shareholder return, and ESG goals for the period from June 28, 2023 to December 31, 2025. The company withheld 9,443 shares to cover tax obligations tied to the vesting, a non-market disposition. After these awards and tax withholding, Hamilton directly holds 47,064 shares of Kodiak Gas Services common stock.
Kodiak Gas Services, Inc. Chief Information Officer Pedro R. Buhigas reported equity compensation awards and related tax withholding. He received 7,157 restricted stock units that vest in three equal installments beginning March 8, 2027. He was also credited with 21,000 performance-based restricted stock units earned on metrics such as discretionary cash flow, leverage, absolute total shareholder return and an ESG scorecard for the period from June 28, 2023 to December 31, 2025, which vested on March 8, 2026 and converted into common shares on a one-for-one basis. The issuer withheld 11,266 shares to cover tax obligations tied to the vesting, and Buhigas directly held 56,665 shares of common stock as of the transaction date.
Kodiak Gas Services EVP & CHRO Cory Anne Roclawski reported equity compensation awards and related tax withholding. On March 8, 2026, she received 27,000 shares of Common Stock as a payout of performance-based restricted stock units tied to financial and ESG metrics, plus 7,157 restricted stock units that vest in three equal installments beginning March 8, 2027.
To cover tax obligations from the vesting, the issuer withheld 13,731 shares of Common Stock, recorded as a disposition but not an open-market sale. After these transactions, Roclawski directly held 63,418 shares of Kodiak Gas Services Common Stock.
Green Steven Lee reported acquisition or exercise transactions in this Form 4 filing.
Kodiak Gas Services EVP & Chief Commercial Officer Steven Lee Green received a grant of 7,157 shares of common stock in the form of restricted stock units valued at $55.89 per share. These units vest in three equal installments beginning on March 8, 2027, and will settle in shares of common stock. Following this award, Green directly holds 21,314 shares, highlighting a routine, compensation-related increase in his equity stake.
Howard Jennifer LeGrand reported acquisition or exercise transactions in this Form 4 filing.
Kodiak Gas Services, Inc. reported that officer Jennifer LeGrand Howard received a grant of 7,157 shares of common stock as restricted stock units at $55.89 per share. These RSUs vest and settle in stock in three equal installments beginning on March 8, 2027. Following this award, she holds 20,763 shares of common stock directly.
Kodiak Gas Services Inc shows that Invesco Ltd. beneficially owns 8,633,896 shares of common stock, representing 10.1% of the class, per Amendment No. 3 to Schedule 13G/A filed 03/06/2026.
The filing states these shares are held of record by clients of Invesco Ltd.; Invesco reports sole power to vote for 8,360,640 shares and sole dispositive power for 8,633,896 shares.