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. 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.
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.
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.
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.
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.