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Liberty Energy Inc SEC Filings

LBRT NYSE

Liberty Energy Inc. filings document the formal reporting record for an energy services and technology company with Class A common stock listed under LBRT. The company’s SEC disclosures cover results of operations, financial condition, shareholder distributions, capital structure and the operating context for its hydraulic fracturing, proppant, wireline, CNG, data analytics and distributed power activities.

Recent 8-K filings record material definitive agreements, including convertible senior note indentures, credit agreement amendments and supply contracts for power generation equipment. Proxy and annual-meeting filings document director elections, executive compensation votes, auditor ratification, governance practices and shareholder voting results, while registration and security disclosures identify the company’s listed common stock and related financing instruments.

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Liberty Energy Inc. CEO and President Ron Gusek filed an amended insider report to correct a prior Form 4. The amendment updates that 71,676 shares of Class A Common Stock were withheld at $27.92 per share to cover tax obligations, rather than sold in the market. After this correction, he directly holds 1,043,702 shares of Liberty Energy common stock.

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Liberty Energy Inc. Chief Financial Officer Michael Stock filed an amended insider report correcting prior data about shares withheld for taxes. The amendment shows that 67,360 shares of Class A common stock were disposed of at $27.92 per share to satisfy tax withholding obligations, a non-market transaction. After this correction, he is reported as directly beneficially owning 820,373 shares of Liberty Energy’s Class A common stock.

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Liberty Energy Inc. CEO and President Ron Gusek reported equity compensation activity in Class A Common Stock. On April 1, 2026, he received 102,914 shares at no cost upon achievement of performance criteria and vesting of performance restricted stock units originally granted on January 24, 2023.

On the same date, 45,025 shares were withheld at $27.92 per share to cover tax withholding obligations tied to the vesting of these performance RSUs and other RSUs granted on January 24, 2023, January 22, 2024, and January 22, 2025. After these entries, he holds 1,070,353 shares directly and 400,000 shares indirectly through his spouse.

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Liberty Energy Inc. Chief Financial Officer Michael Stock reported equity compensation activity involving Class A Common Stock. On April 1, 2026, he received 102,914 shares at $0.00 per share upon achievement of performance criteria and vesting of performance restricted stock units granted on January 24, 2023.

On the same date, 45,025 shares were withheld at $27.92 per share to satisfy tax withholding obligations related to the vesting of performance RSUs granted on January 24, 2023 and RSUs granted on January 24, 2023, January 22, 2024, and January 22, 2025. After these transactions, Stock directly holds 842,708 shares of Class A Common Stock.

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Liberty Energy Inc. Chief Accounting Officer Ryan T. Gosney received 26,124 shares of Class A common stock on April 1, 2026 as a stock award tied to performance restricted stock units granted on January 24, 2023. To cover tax withholding obligations on these and other RSU vestings, 11,430 shares were withheld at a price of $27.9200 per share. After these transactions, Gosney directly owns 245,264 shares of Liberty Energy Class A common stock.

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Liberty Energy Inc. Chief Legal Officer Sean R. Elliott received a grant of 42,050 shares of Class A Common Stock on April 1, 2026 upon vesting of performance-based restricted stock units. To cover tax withholding obligations, 16,547 shares were withheld at $27.92 per share, leaving him with 367,653 shares held directly.

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Liberty Energy Inc. completed a private placement of $525.0 million aggregate principal amount of 0.00% Convertible Senior Notes due 2032, including a fully exercised $50.0 million option for additional notes. The zero‑coupon notes are senior unsecured debt and mature on March 1, 2032 unless earlier converted, redeemed or repurchased.

The notes have an initial conversion rate of 26.7094 shares per $1,000 of principal, implying a conversion price of about $37.44 per share, a 30% premium to the $28.80 NYSE price on March 25, 2026. Liberty received approximately $511.3 million in net proceeds, using about $77.2 million to enter into capped call transactions and planning to use the remainder for general corporate purposes.

The capped calls, initially capped at $72.00 per share, are designed to reduce potential dilution or offset cash payments above principal upon conversion. The notes were sold in a private offering under Section 4(a)(2) and resold to qualified institutional buyers under Rule 144A, with customary redemption, repurchase upon “fundamental change,” and event‑of‑default provisions.

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Liberty Energy Inc Schedule 13G/A amendment: The Vanguard Group filed Amendment No. 6 reporting 0 shares beneficially owned and 0% of Liberty Energy Inc common stock. The filing explains an internal realignment effective January 12, 2026, under SEC Release No. 34-39538 that caused certain Vanguard subsidiaries/divisions to report ownership separately.

The filing is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026.

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Liberty Energy Inc. furnished a current report to share that it has released an updated investor presentation. The materials highlight the company’s strategic focus and outlook for its distributed power business, giving more detail on how this segment fits into Liberty’s plans.

The updated presentation is available through Liberty’s investor relations website under events and presentations. The company specifies that this information is being provided under Regulation FD, is not considered “filed” under securities laws, and is not incorporated into any existing registration statements.

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FAQ

How many Liberty Energy (LBRT) SEC filings are available on StockTitan?

StockTitan tracks 50 SEC filings for Liberty Energy (LBRT), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Liberty Energy (LBRT)?

The most recent SEC filing for Liberty Energy (LBRT) was filed on April 15, 2026.