Welcome to our dedicated page for Smart Sand SEC filings (Ticker: SND), 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.
Smart Sand, Inc. filings document regulatory disclosures for a public frac and industrial sand supplier, including 8-K reports on operating results, special dividends, share repurchase authorizations and Rule 10b5-1 trading plans. Material-event filings also cover sand supply agreements and changes to product purchase arrangements tied to the company’s frac sand business.
Proxy materials address governance, executive compensation, pay-versus-performance information, equity awards and shareholder voting matters. The filings describe Smart Sand’s common stock, capital-return activity, customer-contract disclosures, and the reporting framework around its Northern White sand production, logistics services and industrial sand markets.
Smart Sand, Inc. reported first quarter 2026 revenue of $93.1 million, up from $65.6 million a year earlier, driven by higher sand volumes and pricing. Tons sold reached about 1.49 million, a 40% year-over-year increase and a slight sequential gain.
The company posted a net loss of $3.9 million, or $(0.10) per share, narrowing from a $24.2 million loss in the prior-year quarter, but down from $1.2 million of net income in the fourth quarter of 2025, with higher production and freight costs pressuring margins.
Non-GAAP measures show contribution margin of $13.2 million and Adjusted EBITDA of $3.8 million, both lower sequentially but higher than a year ago. Free cash flow was positive at $0.8 million. Liquidity remained solid, with $19.5 million of cash and full $30 million availability under the credit facility. The company returned about $5.7 million to shareholders year to date through repurchases and a special dividend, and expects 2026 sales volume growth of 5%–10% with positive free cash flow.
Smart Sand, Inc. has called its 2026 Annual Meeting of Stockholders for June 2, 2026 as a fully virtual event. Holders of common stock as of April 10, 2026 can vote online, by phone, by mail, or during the live webcast using a 16-digit control number.
Stockholders will vote on electing two Class I directors, ratifying Grant Thornton LLP as independent auditor for 2026, an advisory Say‑on‑Pay vote on 2025 executive compensation, and approving new 2026 Equity Incentive and Employee Stock Purchase Plans. The proxy details board independence, committee structures, related‑party arrangements, and a pay‑for‑performance program that ties bonuses and restricted stock to net free cash flow and return on invested capital.
Smart Sand, Inc. declared a special cash dividend of $0.10 per share on its common stock. The dividend will be paid on May 5, 2026 to stockholders of record as of the close of business on April 22, 2026.
The company describes this as part of its ongoing effort to return capital to stockholders while maintaining cost discipline, operational efficiency, and a strong balance sheet.
Smart Sand, Inc. CEO Charles Edwin Young reported a routine tax-withholding share disposition tied to restricted stock vesting. On the vesting date, 5,811 shares of common stock were withheld at $4.08 per share to satisfy tax obligations, a non-market transaction that does not reflect an open-market sale. After this event, Young directly holds 1,520,844 shares. He also has indirect ownership of 5,842,700 shares held by Keystone Cranberry, LLC, where he is the sole managing member with voting and investment power, while disclaiming beneficial ownership beyond his pecuniary interest.
Smart Sand, Inc.’s Chief Financial Officer, Lee E. Beckelman, reported a routine tax-related share disposition. On the vesting of restricted stock tied to continued employment, 3,321 shares of common stock were withheld at $4.08 per share to cover tax obligations.
Following this withholding, Beckelman directly holds 775,166 shares of Smart Sand common stock. This was not an open-market sale but a standard mechanism where the issuer withholds part of vested shares to satisfy the insider’s tax liability.
Smart Sand, Inc. officer James Douglas Young reported a routine share withholding related to equity compensation. On the vesting of restricted stock tied to his continued service, 2,500 shares of common stock were withheld at $4.08 per share to cover tax obligations. This was not an open-market sale but a tax-withholding disposition by the issuer. After this transaction, Young directly holds 375,428 shares of Smart Sand common stock.
Smart Sand, Inc.’s Chief Operating Officer William John Young reported a routine tax-related share disposition. On the vesting of restricted stock tied to his continued service, 3,885 shares of common stock were withheld to cover tax obligations. This was not an open-market sale or purchase, but a mechanical payment of tax liability in shares. After this withholding, Young directly holds 621,672 shares of Smart Sand common stock, indicating he retains a substantial equity position following the vesting event.
Smart Sand, Inc. reported a routine insider tax-withholding transaction for officer Ronald P. Whelan. On the vesting of restricted stock tied to his continued employment or service, 2,614 shares of common stock were withheld to cover tax obligations at a price of 4.08 per share. After this non-market disposition, Whelan directly holds 468,497 shares of Smart Sand common stock.
Smart Sand, Inc.’s Executive VP of Operations, Robert Kiszka, reported a routine tax-related share withholding. On March 17, 2026, 2,591 shares of Smart Sand common stock were withheld at $4.08 per share to cover taxes due upon the vesting of restricted stock tied to his continued service.
After this tax-withholding disposition, Kiszka holds 542,191 shares directly. He is also shown as having 448,738 shares held indirectly through a limited liability company where he has sole voting and investment control, while disclaiming beneficial ownership beyond his economic interest.