Magnolia Oil & Gas Corp SEC Filings

Magnolia Oil & Gas Corp’s senior vice president and chief financial officer, Brian Corales, reported a tax-withholding disposition of 15,916 shares of Class A common stock at $28.55 per share on March 2, 2026. After this transaction, he directly holds 217,178 shares.

Magnolia Oil & Gas Corp director Arcilia Acosta acquired 69 shares of Class A common stock through a fully vested restricted stock unit award granted at no cost. The award reflects dividend-equivalent RSUs issued under the company’s Long Term Incentive Plan in connection with a March 2, 2026 cash dividend. Following this acquisition, her directly held Class A shares increased to 147,484.

Magnolia Oil & Gas Corporation reports on its 2025 operations as an independent producer focused on South Texas oil and gas plays. The company targets the Eagle Ford Shale and Austin Chalk in its Karnes and Giddings areas and emphasizes disciplined capital spending, free cash flow and low leverage.

As of December 31, 2025, Magnolia held 818,230 gross (613,360 net) acres and 2,867 gross (1,948 net) productive wells, with average production of 99.8 Mboe/d during 2025. Proved reserves totaled 210.2 MMboe, including 166.6 MMboe proved developed and 43.6 MMboe proved undeveloped, supported by an independent engineering firm.

The filing highlights customer concentration, long-term gathering and processing arrangements, regulatory and environmental exposure (including methane and climate rules, hydraulic fracturing and water regulations), operational risks from drilling and title issues, and geographic concentration in South Texas that can amplify commodity price, weather and infrastructure risks.

Magnolia Oil & Gas EVP and General Counsel Timothy D. Yang reported multiple equity compensation transactions on February 5, 2026. He converted 49,532 performance share units into Class A common stock after the compensation committee certified 140.46% of his target PSUs as earned based on relative total shareholder return.

One-half of the earned PSUs was settled in cash, reflected by a 24,766-share sale at $23.985 per share and 9,746 shares withheld at $26.21 for taxes. Yang also received 42,122 restricted stock units vesting in three installments in 2027, 2028, and 2029, and 42,122 new performance share units tied to relative total shareholder return for a period from January 1, 2026 through December 31, 2028. Following these transactions, he directly owned 691,817 Class A shares and 42,122 PSUs.

Magnolia Oil & Gas Corp SVP & Chief Financial Officer Brian Corales reported multiple equity award transactions on February 5, 2026. A block of 31,708 performance share units earned under a prior award converted into the same number of Class A common shares. One-half of the earned PSUs was settled in cash, and 15,854 shares of Class A common stock were sold at $23.985 per share, while 6,239 shares were withheld at $26.21 per share to cover obligations. Corales also received 40,016 restricted stock units that vest in three equal installments on March 1 of 2027, 2028, and 2029, plus a new grant of 40,016 performance share units tied to relative total shareholder return for a performance period from January 1, 2026 through December 31, 2028. After these transactions, he directly holds 233,094 shares of Class A common stock and 40,016 PSUs.

Magnolia Oil & Gas CEO Christopher G. Stavros reported multiple equity compensation transactions. On February 5, 2026, 108,603 performance share units previously granted were settled into Class A common stock after the compensation committee certified performance at 140.46% of the target award.

One-half of the earned performance units was settled in cash, while 21,368 shares were withheld at $26.21 per share to cover taxes and 54,301 shares were sold at $23.985 per share. After these moves, he directly held 925,306 shares before receiving 121,103 new restricted stock units.

Those 121,103 restricted stock units were granted at no cost and will vest in three equal installments on March 1 of 2027, 2028, and 2029, subject to continued employment. He also received 121,102 new performance share units tied to relative total shareholder return over 2026–2028.

Magnolia Oil & Gas Corporation filed a current report to furnish its latest earnings materials. The company issued a press release and an earnings presentation covering its financial and operational results for the fourth quarter and full year ended December 31, 2025.

Both the press release (Exhibit 99.1) and the earnings presentation (Exhibit 99.2) are furnished under Items 2.02 and 7.01, meaning they are not treated as filed for liability purposes or automatically incorporated into other Securities Act or Exchange Act filings.

Magnolia Oil & Gas Corporation reported an insider equity award for a director. On December 1, 2025, the reporting person received 76 fully vested restricted stock units (RSUs) of Class A common stock at a price of $0 per share. These RSUs were issued under the company’s Long Term Incentive Plan as dividend equivalent rights tied to previously deferred RSUs, in connection with a cash dividend paid on Class A common stock on that date.

After this transaction, the director beneficially owns 147,415 shares of Magnolia Oil & Gas Class A common stock in direct ownership. Each RSU represents a contingent right to receive one share of Class A common stock.

Magnolia Oil & Gas Corp. (MGY) reported an insider transaction on Form 4. A director purchased Class A Common Stock, acquiring 4,500 shares on 11/11/2025 at a price of $23.103 per share (Transaction Code: P).

Following this transaction, the reporting person beneficially owns 14,687 shares, held in direct ownership.