Welcome to our dedicated page for Shell plc SEC filings (Ticker: SHEL), 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.
Shell plc filings document the U.S. reporting record of a foreign issuer whose American depositary shares each represent two ordinary shares. Form 6-K reports furnish dividend announcements, share buyback disclosures, AGM notices, director and PDMR shareholding notifications, and operating updates for Integrated Gas, Upstream, Marketing, and Chemicals and Products.
The filings also connect Shell’s current reports to registration statements for Shell plc, Shell Finance US Inc., and Shell International Finance B.V., reflecting equity plan and shelf-registration disclosure. A Form 25 records the removal from NYSE listing and Section 12(b) registration of 2.875% Guaranteed Notes due 2026 for which Shell plc is guarantor.
Shell Finance US Inc. is conducting exchange offers to permit holders of certain outstanding unregistered notes to exchange those "Restricted Notes" for like‑amount registered "Exchange Notes" guaranteed by Shell plc. The affected series include 3.875% due 2028, 6.375% due 2038, 5.500% due 2040, 5.125% due 2041, 3.125% due 2049 and 3.000% due 2051.
The Exchange Notes will bear the same interest rates, payment dates and maturities as the corresponding Restricted Notes, will be issued only in registered book‑entry form in minimum denominations of $1,000, and will be fully and unconditionally guaranteed by Shell plc. Shell Finance US will not receive cash proceeds from the exchanges; surrendered Restricted Notes will be retired and cancelled. Certain redemption mechanics are disclosed, including make‑whole spreads (e.g., 50 bps for the 2038 notes, 14 bps for 2040, 35 bps for 2041) and par call dates for some series. The Exchange Offers are being made pursuant to a Registration Rights Agreement described in the prospectus.
Shell plc reported that its Chief Executive Officer, Wael Sawan, and Chief Financial Officer, Sinead Gorman, each received conditional awards of performance shares under the Shell Share Plan 2023. Sawan was granted 82,987 ordinary shares and Gorman 10,964 ordinary shares, all at a reference price of £32.52 per share.
These are conditional performance share awards, meaning vesting depends on performance conditions set by the Remuneration Committee and its discretion. The transactions were recorded as occurring on 20 May 2026 outside a trading venue and are classified as notifications by persons discharging managerial responsibilities under EU and UK market abuse regimes.
Shell plc reports the results of its Annual General Meeting held on May 19, 2026, where shareholders voted on 23 resolutions. Resolutions 1 to 22 were carried, including approval of the Annual Report & Accounts and the Directors’ Remuneration Policy. Most director (re)appointments received more than 95% of votes cast in favour, and about two-thirds of the issued share capital was voted. A shareholder resolution labelled Resolution 23 received 13.01% of votes cast in favour and was not carried. The meeting also renewed authorities to allot shares and to make on-market and off-market purchases of the company’s own shares.
Shell plc reported a management share transaction under EU and UK market abuse rules. Cederic Cremers, President, Integrated Gas, disposed of 9,000 ordinary shares of €0.07 each on May 8, 2026, at a price of €35.825 per share, for a total value of €322,425. The transaction was carried out outside a trading venue and disclosed via this Form 6-K as a standard Director/PDMR shareholding notification.
Shell plc notified the New York Stock Exchange of a voluntary withdrawal of the Guarantor of 2.875% Guaranteed Notes due 2026 from listing and registration under Section 12(b). The notice cites compliance with 17 CFR 240.12d2-2(c) and Exchange procedures for voluntary withdrawal.
Shell plc declared a first quarter 2026 interim dividend of US$ 0.3906 per ordinary share, with dividend equivalents of US$ 0.7812 per ADS. Shareholders can elect to receive payments in US dollars, euros or pounds sterling, with currency election closing on June 8, 2026 and payment scheduled for June 29, 2026.
Shell also announced the start of a US$ 3.0 billion share buyback programme over roughly three months. Up to 320,000,000 ordinary shares may be repurchased on London market exchanges under a non-discretionary broker contract, and all repurchased shares will be cancelled to reduce the company’s issued share capital.
Shell plc reported stronger first-quarter 2026 results with higher profitability and ongoing portfolio reshaping. Income attributable to shareholders was $5.7 billion, with Adjusted Earnings of $6.9 billion and Adjusted EBITDA of $17.7 billion. Revenue reached $69.7 billion. Cash flow from operations was $6.1 billion, supporting $4.2 billion of cash capital expenditure and free cash flow of $2.9 billion.
Net debt increased to $52.6 billion and gearing rose to 23.2%, reflecting $3.2 billion of share buybacks and $2.1 billion of cash dividends. ROACE was 9.9%. Shell completed a $3.5 billion buyback and launched a new $3.0 billion programme, expected to finish by the second-quarter 2026 results announcement.
Strategically, Shell agreed to acquire ARC Resources Ltd. for equity value of about $13.6 billion, paid in cash and shares, and signed a deal to sell Jiffy Lube International for $1.3 billion with a long-term lubricants supply agreement. Management expects 2026 cash capital expenditure of $24–$26 billion, including roughly $4 billion related to ARC.
Shell plc reports a series of on- and off‑market share repurchases for cancellation carried out on multiple trading days in April 2026. The company bought its own shares on venues including the LSE, Chi‑X, BATS, XAMS, CBOE DXE and TQEX, in both GBP and EUR.
These transactions form part of Shell’s existing share buy‑back programme announced on 05 February 2026, with Morgan Stanley & Co. International Plc making trading decisions independently of Shell within pre‑set parameters and under EU MAR and UK MAR rules.
Shell plc has agreed to acquire Canadian Montney-focused producer ARC Resources Ltd. in a transaction valuing ARC at about US$16.4 billion, including roughly US$13.6 billion of equity and US$2.8 billion of net debt and leases. ARC shareholders will receive CAD 8.20 in cash plus 0.40247 Shell shares per ARC share, equating to CAD 32.80 per share, a 20% premium to ARC’s 30‑day VWAP.
The deal adds about 370 kboe/d of production immediately and lifts Shell’s projected production growth rate to 4% CAGR through 2030 versus 2025. It combines ARC’s more than 1.5 million net Montney acres with Shell’s ~440 thousand net acres and brings around 2 billion boe of proved plus probable reserves. Shell expects the acquisition to be accretive to free cash flow per share from 2027 and to deliver around $250 million of annualised synergies within a year of closing, while keeping 2027–2028 cash capex within its existing $20–22 billion range.
Shell plc has called its 2026 Annual General Meeting as a hybrid event on May 19, 2026 at 11:00 UK time, allowing both physical and virtual participation. The agenda covers approval of 2025 accounts and remuneration, appointment or reappointment of directors, and reappointment of Ernst & Young as auditor.
Shareholders will vote on renewing authorities to allot up to €131.96 million in nominal share capital, disapply pre-emption rights on a limited basis, and authorise on- and off-market share buybacks of up to 565.55 million ordinary shares. The board also seeks authority for limited political donations and expenditure. A shareholder climate-related Resolution 23 requests detailed strategy disclosure under declining oil and gas demand scenarios; the directors oppose it, arguing existing disclosures are sufficient and that embedding specific IEA scenarios would not represent good governance.