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.
Tontine Asset Associates, LLC, Tontine Capital Overseas Master Fund II, L.P. and Jeffrey L. Gendell filed a Schedule 13G reporting shared beneficial ownership of 2,212,223 shares of Smart Sand, Inc. common stock, representing 5.1% of the 43,559,223 shares outstanding as of August 5, 2025. The filing shows no sole voting or dispositive power; all voting and disposition rights over these shares are shared. The reporting persons state the holdings were not acquired to change or influence control of the issuer. The filing includes a joint filing agreement as Exhibit 99.1.
Tontine Asset Associates, LLC, Tontine Capital Overseas Master Fund II, L.P. and Jeffrey L. Gendell filed a Schedule 13G reporting shared beneficial ownership of 2,212,223 shares of Smart Sand, Inc. common stock, representing 5.1% of the 43,559,223 shares outstanding as of August 5, 2025. The filing shows no sole voting or dispositive power; all voting and disposition rights over these shares are shared. The reporting persons state the holdings were not acquired to change or influence control of the issuer. The filing includes a joint filing agreement as Exhibit 99.1.
Charles Edwin Young, CEO, Director and 10% owner of Smart Sand, Inc. (SND) reported multiple open-market purchases of the issuer's common stock in early September 2025. On 09/03/2025 he purchased 10,630 shares at a weighted-average price of $1.89; on 09/04/2025 he purchased 8,401 shares at $1.92; and on 09/05/2025 he purchased 20,000 shares at $1.91. Following these transactions, Mr. Young reports beneficial ownership of 1,477,628 shares directly. He also reports indirect beneficial ownership of 5,842,700 shares through Keystone Cranberry, LLC, of which he holds 67% membership interests and sole voting and investment power, while disclaiming beneficial ownership except to the extent of any pecuniary interest. The Form 4 is signed and dated 09/05/2025.
Insider sale by Smart Sand, Inc. officer — The filing reports that Christopher M. Green, identified as Vice President of Accounting, sold 11,500 shares of Smart Sand, Inc. (SND) common stock on 08/28/2025 at a weighted average price of $1.95 per share. After the reported disposition, the filing shows the reporting person beneficially owns 53,959 shares. The form is filed individually and signed by an attorney-in-fact on behalf of the reporting person.
Insider purchases totaling 50,000 shares were reported by Charles Edwin Young, Smart Sand, Inc. (SND) director, CEO and 10% owner. Between 08/15/2025 and 08/19/2025 Mr. Young purchased 29,592, 11,498 and 8,910 shares at weighted-average prices of $1.92, $1.87 and $1.96 respectively, representing aggregate purchases at prices around $1.9 per share. After these transactions Mr. Young directly beneficially owned 1,438,597 shares and, indirectly through Keystone Cranberry, LLC, beneficially owned 5,842,700 shares; he holds 67% of Keystone and is sole manager with voting and investment power over those LLC-held shares. The form is a Section 16 filing reporting routine insider purchases and disclosing ownership details.
Smart Sand, Inc. (SND) reported quarterly revenue of $85.8 million for Q2 2025, up from $73.8 million a year earlier, driven by higher sand volumes (approximately 1,424,000 tons) and higher average selling prices due largely to delivery location mix. Gross profit for the quarter was $8.96 million and contribution margin was $15.8 million, or $11.08 per ton. The company recorded net income of $21.4 million for the quarter, largely reflecting a significant income tax benefit recorded in the period. Adjusted EBITDA was $7.8 million for Q2 2025.
For the six months ended June 30, 2025, revenue was $151.3 million with a net loss of $2.8 million and adjusted EBITDA of $9.2 million. Free cash flow was negative: $(7.8) million for the quarter and $(2.6) million year-to-date. At June 30, 2025, cash was $4.3 million and the company had $21.0 million of undrawn availability under its FCB ABL Credit Facility with $9.0 million outstanding. Total long-term debt was $17.6 million, VFI Equipment Financing outstanding was $7.5 million, and asset retirement obligations were $21.85 million. Customer concentration remains material: three customers represent 50% of accounts and unbilled receivables. A subsequent special dividend of $0.10 per share was declared to be paid August 14, 2025, totaling approximately $4.35 million.
Smart Sand, Inc. furnished a press release that provides information regarding earnings for the quarter ended June 30, 2025, and attached that press release as Exhibit 99.1 to this Form 8-K. The company states the information is being furnished, not filed, under the Securities Exchange Act and will not be incorporated by reference into other filings unless expressly stated. The registrant's common stock trades under the symbol SND on NASDAQ.
This Form 8-K does not include the earnings figures themselves; readers must consult Exhibit 99.1 for the detailed financial results.
On 07/30/2025 Smart Sand, Inc. (SND) filed a Form 4 disclosing a routine insider transaction by Chief Financial Officer Lee E. Beckelman. The filing shows that 6,454 common shares were withheld for tax purposes upon the vesting of previously granted restricted stock (transaction code F). The shares were valued at $2.08 each, implying a gross value of roughly $13k.
Importantly, this was not an open-market sale for discretionary purposes; it was an automatic share surrender to cover payroll taxes, a standard administrative action that does not typically signal insider sentiment. After the withholding, the CFO continues to own 751,148 shares directly, maintaining a sizeable stake and suggesting ongoing alignment with shareholder interests. No derivative securities were reported in the filing.
The small size of the transaction relative to both the CFO’s total holdings and Smart Sand’s float indicates limited market impact. Investors generally view tax-related withholdings as neutral events.
Form 4 filing for Smart Sand, Inc. (SND) discloses routine insider share withholding for tax purposes.
- Reporting person: Robert Kiszka, Executive VP of Operations.
- Transaction date: 07/30/2025.
- Transaction code F: 5,034 common shares were withheld at $2.08 per share to satisfy taxes triggered by the vesting of a previously granted restricted-stock award.
- Post-transaction ownership: 530,648 shares held directly plus 448,738 shares held indirectly through an LLC that Kiszka fully controls, totaling 979,386 shares.
- No derivative activity reported in Table II.
The filing reflects an administrative, non-open-market reduction in shares and indicates the executive retains a sizable equity stake, maintaining alignment with shareholders. No information on earnings, guidance or other corporate events is included.
Smart Sand, Inc. (SND) – Form 4, 31 Jul 2025
Chief Operating Officer William John Young reported an F-code transaction on 30 Jul 2025. The code indicates shares were withheld by the company to cover payroll taxes triggered by the vesting of previously granted restricted stock, not an open-market sale. 7,551 common shares were surrendered at an indicated market value of $2.08 per share, reducing the insider’s direct holdings to 603,709 shares. No derivative securities were involved and no changes occurred in indirect ownership.
The filing is routine, reflects a non-discretionary tax event, and does not signal a change in the executive’s investment outlook or the company’s fundamentals.