Welcome to our dedicated page for Liberty Energy SEC filings (Ticker: LBRT), 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.
Liberty Energy Inc. (NYSE: LBRT) files reports, disclosures, and current updates with the U.S. Securities and Exchange Commission as part of its obligations as a public company. These SEC filings provide detailed information about Liberty’s financial condition, operations, governance, and material events related to its energy services and distributed power businesses.
Among the filings, investors can find current reports on Form 8-K that furnish press releases on quarterly financial and operational results, as well as announcements related to Board of Directors changes and other material developments. For example, Liberty has used Form 8-K to provide its third quarter results and to disclose board resignations or appointments. These documents supplement the company’s earnings releases and conference call materials.
In addition to current reports, Liberty’s SEC filings include periodic reports such as annual and quarterly reports, which typically contain discussions of its completion services for onshore oil, natural gas, and enhanced geothermal energy producers in North America, along with information about Liberty Power Innovations and its advanced distributed power and energy storage solutions. These reports also describe Liberty’s capital structure, including its Class A common stock listed on the New York Stock Exchange under the ticker LBRT.
On this page, Liberty Energy filings are presented with tools that can include AI-powered summaries to help explain key points in lengthy documents such as annual reports on Form 10-K or quarterly reports on Form 10-Q. Users can also review filings related to governance and executive matters, such as changes in directors reported on Form 8-K, and track how Liberty communicates significant events to regulators and investors.
Liberty Energy Inc. is holding its 2026 annual stockholders’ meeting virtually on April 14, 2026, for holders of Class A common stock of record on February 18, 2026. Stockholders will elect four Class I directors for one-year terms, cast an advisory vote on executive pay, and ratify Deloitte & Touche LLP as independent auditor for 2026.
The board is in the middle of a planned declassification, moving all directors to annual elections by 2028. Recent leadership changes include Ron Gusek becoming Chief Executive Officer and director in February 2025 and William Kimble serving as non-executive chairman.
Executive compensation remains heavily performance-based. 2025 annual incentives for named executives were tied to adjusted pre-tax EPS, adjusted return on capital employed (8.7% in 2025), comparative ROCE versus a peer group, and a discretionary component, producing overall payouts at 137.8% of target. Long-term incentives mix time-based and performance-based RSUs, with performance measured over three years against a defined ROCE peer group.
Liberty Energy Inc. director Arjun N. Murti reported an open-market purchase of Class A Common Stock. On February 17, 2026, he bought 9,695.559 shares at a price of 25.785 per share. After this transaction, his directly held stake increased to 27,567.559 shares.
Liberty Energy Inc.’s Chief Legal Officer, R. Sean Elliott, reported two transactions in Class A common stock on February 6, 2026. He sold 25,000 shares at $25.40 per share in an open-market transaction.
On the same day, he made a gift of 1,000 shares to a charitable organization. After these transactions, he directly owned 342,150 shares of Liberty Energy Class A common stock.
Liberty Energy Inc.’s Chief Financial Officer Michael Stock reported selling 25,000 shares of Class A common stock on February 6, 2026. The shares were sold at a weighted average price of $25.38 per share in multiple transactions between $25.36 and $25.42.
After this sale, Stock directly beneficially owned 784,819 Liberty Energy shares. The filing notes he will provide detailed breakdowns of the individual sale prices within the stated range upon request to the company, its security holders, or the SEC staff.
Liberty Energy Inc. completed a private offering of $700.0 million aggregate principal amount of 0.00% Convertible Senior Notes due 2031, after initial purchasers exercised an additional $70.0 million option. The company received approximately $746.0 million in net proceeds.
Liberty used about $109.3 million of the proceeds to enter into capped call transactions that are designed to limit dilution or extra cash payments upon conversion. The remaining funds are intended to repay borrowings under its July 24, 2025 credit agreement and for general corporate purposes.
The notes are senior unsecured obligations, carry no regular interest, and are initially convertible at 28.9830 shares of Class A common stock per $1,000 principal amount, equivalent to a $34.50 conversion price, a 32.5% premium to the $26.04 share price on February 3, 2026. Liberty may redeem the notes for cash on or after March 1, 2029 if stock price conditions are met, and noteholders have repurchase rights upon certain fundamental changes.
Liberty Energy Inc. has a related shareholder filing a notice of proposed sale under Rule 144 for 25,000 shares of common stock. The shares are expected to be sold on or about 02/06/2026 through Charles Schwab & Co., Inc. on the NYSE, with an aggregate market value of 634,398.00 and 162,051,526 shares outstanding.
The 25,000 shares were acquired on 04/01/2024 as RSU/PSU equity compensation from Liberty Energy Inc., with equity compensation as the form of payment. The signer represents that they do not know any undisclosed material adverse information about Liberty Energy’s current or prospective operations.
Liberty Energy Inc. has a planned insider share sale under Rule 144. A holder has filed to sell 25,000 shares of Liberty Energy common stock through Charles Schwab on the NYSE, with an aggregate market value of $635,000. The approximate sale date listed is February 6, 2026.
The shares were acquired on April 1, 2024 from Liberty Energy Inc. as equity compensation in the form of RSUs/PSUs. Liberty Energy had 162,051,526 common shares outstanding, providing context for the size of this proposed sale. No other sales by this person in the past three months are listed.
Liberty Energy Inc. amended its existing revolving credit agreement to allow additional short-term and convertible financing. The credit facility continues to provide revolving commitments of $750.0 million, subject to borrowing base limits tied to eligible receivables and inventory.
The amendment permits new bridge loan debt of up to $600,000,000 incurred on or before June 30, 2026, maturing no later than 365 days after incurrence, and allows related liens within set limits. It also doubles the basket for permitted convertible debt from $300,000,000 to $600,000,000 and adds a springing maturity so the revolving facility would mature 91 days before any outstanding permitted bridge debt.
Liberty Energy Inc. provides hydraulic fracturing and related completions services across major North American shale basins, supported by vertically integrated sand mines, proppant logistics, wireline, gas compression and proprietary data analytics and software.
Through Liberty Power Innovations, the company is expanding into distributed natural gas–fueled power and energy storage solutions for data centers and industrial users, including a 2025 acquisition of IMG Energy Solutions and multi‑hundred‑megawatt data center power agreements. Liberty highlights continuous technology upgrades to lower emissions, strong safety and workforce programs, community and philanthropic initiatives, and extensive environmental and regulatory risk disclosures tied to hydraulic fracturing, climate regulation and power-market rules.