Welcome to our dedicated page for ONE Gas SEC filings (Ticker: OGS), 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.
ONE Gas filings document the regulatory, financial and governance record of a regulated natural gas utility incorporated in Oklahoma with common stock traded under OGS. Recent 8-K reports furnish results of operations, Regulation FD materials, financial guidance, dividend declarations, earnings-call announcements and investor-conference disclosures.
The company's SEC record also includes definitive proxy materials for shareholder voting and board governance, annual-meeting record-date disclosures, executive officer changes, and capital-structure filings covering common stock and equity distribution arrangements. These filings tie operating performance to regulated utility topics such as rates, capital investments, safety and customer service.
ONE Gas, Inc. officer Mark A. Bender reported several equity-compensation transactions involving performance and restricted units that converted into common stock, plus new long-term awards. On February 14 and 16, 2026, previously granted 2023 performance and restricted units vested and were exercised into common shares at $86.04 per share.
These conversions produced multiple common stock acquisitions alongside share dispositions used to cover tax obligations, leaving Bender with 28,582.399 directly owned common shares after the latest tax-withholding transaction. He also received new 2026 performance units of 2,301 and restricted units of 1,534, which are scheduled to vest on February 17, 2029, with performance units paying out from 0% to 200% based on relative total shareholder return over the 2026–2029 period.
ONE Gas, Inc. executive Curtis Dinan reported multiple equity-based transactions involving performance units, restricted units, and common stock. Performance and restricted units granted in 2023 under the Amended and Restated Equity Compensation Plan vested around mid‑February 2026, with related shares of common stock issued at $86.04 per share and a portion withheld to satisfy tax obligations.
On February 16, 2026, Dinan received new grants of 6,974 Performance Units 2026 and 4,649 Restricted Units 2026, scheduled to vest on February 17, 2029. The 2026 performance units can pay out between 0% and 200% of the awarded amount based on ONE Gas’s total shareholder return versus a selected peer group over the period from January 1, 2026, through December 31, 2029.
Following these transactions, Dinan directly held 141,263.328 shares of ONE Gas common stock, in addition to outstanding performance and restricted units, and indirectly held 5,909 shares through a 401(k) plan.
ONE Gas, Inc. director and officer Robert S. McAnnally reported a series of equity compensation events tied to company performance and vesting schedules. On February 16, 2026, he exercised 22,497 Performance Units 2023 and 5,624 Restricted Units 2023 (both at $86.04 per share equivalent), converting them into common stock. To cover exercise costs or taxes, 8,410.289 and 2,753.249 shares of common stock were withheld in tax-withholding dispositions, rather than sold on the open market.
He also received new long-term incentives, including 26,034 Performance Units 2026 and 11,158 Restricted Units 2026, granted under ONE Gas’s Amended and Restated Equity Compensation Plan (2018). The 2023 performance units vested at 76% of the original award based on total shareholder return versus a selected peer group, while the 2026 performance units can vest between 0% and 200% of target depending on total shareholder return from January 1, 2026 through December 31, 2029. Following these transactions, McAnnally directly held 56,004.622 shares of common stock.
ONE Gas, Inc. reports full-year 2025 results as a fully regulated natural gas utility serving about 2.3 million customers across Oklahoma, Kansas, and Texas. Net income was $264.2 million, or $4.37 per diluted share, on revenues of $2.43 billion.
Operating income rose to $457.4 million, supported by new rate actions, while capital expenditures and asset removal costs totaled $759.5 million, largely for system safety and reliability. The company declared a quarterly dividend of $0.68 per share and is pursuing a $120 million pipeline initiative in southeast Oklahoma to support future demand.
ONE Gas reported stronger results for 2025, with fourth quarter net income of $86.3 million, or $1.42 per diluted share, up from $77.0 million, or $1.34 a year earlier. Full year 2025 net income rose to $264.2 million, or $4.37 per diluted share, compared with $222.9 million, or $3.91 in 2024.
Adjusted net income reached $271.0 million, or $4.48 per diluted share, versus $224.8 million, or $3.94 in 2024, reflecting non‑GAAP regulatory adjustments. Operating income increased to $457.5 million, driven mainly by $116.0 million from new rates and higher residential sales, partially offset by higher depreciation, employee costs and taxes.
For 2026, ONE Gas expects GAAP net income of $294 million to $302 million, or $4.65 to $4.77 per diluted share, and adjusted net income of $306 million to $314 million, or $4.83 to $4.95 per diluted share. The company plans about $800 million of 2026 capital investments and targets long‑term adjusted net income growth of 7–9%.
ONE Gas, Inc. announced a leadership progression in its senior ranks. Effective March 1, 2026, Curtis L. Dinan, currently senior vice president and chief operating officer, will become president and chief operating officer. Robert S. McAnnally will continue as chief executive officer, focusing on long-term strategy, value creation and stakeholder engagement.
In connection with his promotion, Dinan’s base salary will increase to $600,000, with a target short-term incentive opportunity of 75% of base salary. The grant date value of his 2026 long-term equity incentive award will be $1,000,000, split into 60% performance stock units and 40% restricted stock units. The company states this leadership change does not alter its strategy, regulatory commitments or financial outlook.
State Street Corporation filed a Schedule 13G reporting beneficial ownership of 2,983,016 shares of ONE Gas, Inc. common stock, equal to 5% of the class as of 12/31/2025. State Street reports shared voting power over 2,708,649 shares and shared dispositive power over all 2,983,016 shares.
The filing classifies State Street as a parent holding company with multiple investment adviser subsidiaries, including SSGA Funds Management and various State Street Global Advisors entities. State Street certifies the shares are held in the ordinary course of business and not for the purpose of changing or influencing control of ONE Gas.
ONE Gas, Inc. filed a current report to inform investors about the timing of its upcoming financial results and related investor communications. The company plans to release its fourth-quarter and full-year 2025 earnings after the market closes on February 18, 2026, followed by a conference call and live webcast at 11 a.m. Eastern (10 a.m. Central) on February 19, 2026. The call will also be available through the company’s website. These details were first shared in a news release dated January 22, 2026, which is attached as an exhibit and incorporated by reference for informational purposes.
ONE Gas, Inc. reported that its board of directors declared a cash dividend of $0.68 per share on its common stock. The dividend is payable on March 6, 2026 to shareholders of record as of the close of business on February 20, 2026.
The company furnished a related news release as an exhibit, and noted that this disclosure is provided under Regulation FD and is not deemed filed for liability purposes under the Exchange Act.
ONE Gas, Inc. plans to settle three existing forward sale agreements and issue a total of 2,633,700 shares of common stock on or before December 29, 2025. The settlements cover 223,000 shares under a forward with Bank of America dated September 11, 2023, 180,000 shares under a second Bank of America forward dated September 15, 2023, and 2,230,700 shares under a JPMorgan Chase Bank forward dated May 8, 2025. In connection with these equity settlements, ONE Gas expects to receive aggregate net proceeds of approximately $205 million, providing additional capital in exchange for share issuance.