Welcome to our dedicated page for Magnolia Oil & Gas SEC filings (Ticker: MGY), 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.
Magnolia Oil & Gas Corporation filings document formal disclosures for a Delaware oil and gas exploration and production company with operations centered in South Texas. Recent 8-K filings furnish quarterly financial and operational results, earnings presentation materials and Regulation FD disclosures related to production, drilling and completion capital, cash flow measures and commodity sales.
Proxy and annual meeting filings describe board elections, advisory executive compensation votes, auditor ratification, equity award information and stockholder voting outcomes. The filing record also addresses governance, executive compensation and capital return matters tied to the company's common stock structure.
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.
State Street Corporation filed a Schedule 13G reporting beneficial ownership of 8,675,100 shares of Magnolia Oil & Gas (MGY) common stock, representing 4.7% of the class as of September 30, 2025. The filing indicates passive intent and classification as a parent holding company.
State Street reports 0 shares with sole voting or dispositive power, 8,456,649 shares with shared voting power, and 8,675,100 shares with shared dispositive power. Item 5 notes ownership of five percent or less of the class, and the certification states the securities were acquired and are held in the ordinary course of business without the purpose of changing or influencing control.
Magnolia Oil & Gas (MGY) filed its Q3 2025 10‑Q, reporting steady production with mixed pricing. Q3 revenue was $324.9 million, with net income attributable to Class A at $75.5 million and diluted EPS of $0.40. Average production reached 100.5 thousand boe per day as oil volumes were stable while natural gas and NGL output rose.
Pricing shifts shaped results: oil prices fell 14% year over year, while natural gas prices rose 63%, and NGL pricing was slightly lower. Operating costs reflected higher gathering, transportation and processing expense due to contract changes, partly offset by lower DD&A per boe. Year to date, net cash provided by operating activities was $670.2 million against $350.5 million of additions to oil and gas properties and $64.4 million of bolt‑on acquisitions. The company repurchased $152.2 million of Class A shares year to date and has repurchased 44.8 million shares cumulatively at a cost of $859.9 million. Liquidity stood at $730.5 million, including $280.5 million of cash and $450.0 million of RBL borrowing capacity, with $400.0 million of 2032 Senior Notes outstanding. A quarterly dividend of $0.15 per share was declared on October 28, 2025.
Magnolia Oil & Gas Corporation furnished materials announcing its financial and operational results for the quarter ended September 30, 2025. The company submitted a press release (Exhibit 99.1) and an earnings presentation (Exhibit 99.2) as part of its current report.
The disclosures under Items 2.02 and 7.01 were furnished and are not deemed filed under Section 18 of the Exchange Act or incorporated by reference into Securities Act or Exchange Act filings.
Magnolia Oil & Gas director Arcilia Acosta received 71 fully vested restricted stock units (RSUs) on September 2, 2025, recorded on a Form 4 filed September 3, 2025. The filing states these RSUs were issued under the company's Long Term Incentive Plan as dividend equivalent rights tied to previously deferred RSUs following a cash dividend payment to Class A common stockholders. Each RSU represents a contingent right to one share of Class A common stock. After the reported transaction, the reporting person beneficially owns 147,339 shares of Class A common stock. The Form 4 was signed by an attorney-in-fact.