Welcome to our dedicated page for Kodiak Gas Services SEC filings (Ticker: KGS), 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.
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, Inc. is soliciting votes for its 2026 Annual Meeting to be held virtually on May 7, 2026. The proxy seeks election of three Class III directors and shareholder approval on executive compensation, declassification of the Board, elimination of certain supermajority provisions, and ratification of BDO USA as auditor.
In a letter to shareholders the company highlighted record 2025 operating results: $1.3 billion revenue (a 13% increase vs. 2024), $715 million adjusted EBITDA (up 17%), $263 million returned to shareholders, 97.7% fleet utilization, completion of international divestitures, balance-sheet refinancing and an announced acquisition of Distributed Power Solutions, LLC.
Kodiak Gas Services, Inc. director Darden Alexander Newsom reported an open-market purchase of 5,000 shares of Common Stock. The shares were bought on March 13, 2026 at an average price of $54.75 per share, and he now directly holds 5,000 shares.
Kodiak Gas Services director Randall J. Hogan purchased 6,000 shares of common stock in an open-market transaction at an average price of $54.81 per share on March 13, 2026. Following this buy, he directly owns 28,406 Kodiak Gas Services shares.
KGS submitted a Form 144 notice reporting proposed sales tied to restricted stock vesting events. The excerpt lists three vesting events: 1,533 shares vesting 01/05/2024, 1,206 shares vesting 01/10/2025, and 2,091 shares vesting 03/11/2025. The filing names Fidelity Brokerage Services LLC as an intermediary.
KGS submitted a Form 144 notifying an intended sale of 21,161 shares of Common Stock. The filing lists these shares as resulting from restricted stock vesting on 03/08/2026 and classifies the acquisition as compensation.
The filing also records a prior sale of 1,206 shares on 01/08/2026 for $43,416.00 by Cory A. Roclawski. The notice identifies Fidelity Brokerage Services LLC as the broker and lists the exchange as NYSE.
Kodiak Gas Services, Inc. announced that its subsidiary, Kodiak Gas Services, LLC, has priced a private offering of $1.0 billion in aggregate principal amount of 5.875% senior unsecured notes due April 1, 2031. The notes are being issued at par and will be guaranteed on a senior unsecured basis by the company and certain subsidiaries that guarantee its revolving asset-based loan credit facility (ABL Facility).
The company intends to use the net proceeds to redeem all of the Issuer’s outstanding 7.25% senior notes due 2029 with an aggregate principal amount of $750 million at a redemption price of 103.625% plus accrued and unpaid interest, and to use remaining proceeds to reduce borrowings under the ABL Facility. Amounts available under the ABL Facility are expected to fund the acquisition of 100% of the membership interests of Distributed Power Solutions, LLC. The offering is expected to close on March 20, 2026, subject to customary conditions.
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.