Welcome to our dedicated page for Sable Offshore SEC filings (Ticker: SOC), 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.
The Sable Offshore Corp. (SOC) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures, including current reports on Form 8-K and other documents filed with the U.S. Securities and Exchange Commission. These filings offer detailed information about Sable’s operations as an independent oil and gas company focused on the Santa Ynez Unit in federal waters offshore California, as well as the financing, regulatory and legal factors that influence its business.
Through recent Form 8-K filings, Sable has reported material events such as amendments to its Senior Secured Term Loan with Exxon Mobil Corporation, including changes to maturity dates, interest terms and liquidity covenants. Other filings describe the completion of a private placement of common stock to institutional investors and how those proceeds relate to conditions for the effectiveness of the term loan amendment. Investors can review these documents to understand the company’s capital structure, debt obligations and equity financing activities.
Sable’s SEC filings also summarize key regulatory developments affecting its pipeline systems and transportation strategy. The company has furnished information on PHMSA’s confirmation that its pipeline connecting the Santa Ynez Unit to the Pentland Station terminal in Kern County, California is an interstate pipeline facility and is considered active under PHMSA regulations. Additional filings report PHMSA’s approval of Sable’s Restart Plan for the Las Flores Pipeline System and the issuance of an emergency special permit for segments of the Santa Ynez Pipeline System, which addresses enhanced integrity management practices and operational conditions.
Legal and regulatory disputes are another focus of Sable’s disclosures. Filings reference litigation with the California Coastal Commission, inverse condemnation claims and declaratory judgment actions related to state law and the Las Flores Pipeline System. They also discuss a Purchase and Sale Agreement with Exxon Mobil Corporation that includes a plugging and abandonment bonding obligation for the Santa Ynez Unit, and a Fifth Amendment that extends the timing of that obligation. On Stock Titan, these filings are accompanied by AI-powered summaries that highlight key terms, dates and obligations, helping users quickly understand the significance of each document, from financing agreements and regulatory correspondence to operational updates and legal proceedings.
Sable Offshore Corp. has resumed transporting oil from the Santa Ynez Unit (SYU) through the Santa Ynez Pipeline System after receiving a Defense Production Act order from the U.S. Secretary of Energy. All federally produced barrels from the SYU must flow through this system, up to its 200,000 Bbls/d capacity.
The company plans to ramp production across Platforms Harmony, Heritage, and Hondo, with first oil sales targeted by April 1, 2026 at an expected gross oil rate of 50,000 Bbls/d. Sable notes this could increase crude supply into the California market by approximately 17% and intends to refinance its senior secured term loan, implement a hedging program, and evaluate shareholder return options once sales begin.
Flores James Caldwell reported acquisition or exercise transactions in this Form 4 filing.
Sable Offshore Corp. granted President Flores James Caldwell 250,000 restricted stock units as an equity award. Each RSU represents one share of common stock and will vest in five equal annual installments beginning on April 25, 2026, bringing his holdings to 1,000,000 RSUs after this grant.
Sable Offshore Corp. reported that officer Anthony Duenner acquired 250,000 Restricted Stock Units (RSUs) as a grant. Each RSU represents a contingent right to receive one share of Sable Offshore common stock.
After this award, Duenner holds 1,000,000 RSUs directly. The RSUs vest in five equal annual installments beginning on April 25, 2026, meaning the award will be earned over time rather than all at once.
Patrinely Gregory D. reported acquisition or exercise transactions in this Form 4 filing.
Sable Offshore Corp. reported that its EVP and CFO, Gregory D. Patrinely, received a grant of 250,000 restricted stock units (RSUs) on April 4, 2026. Each RSU represents one share of common stock and vests in five equal annual installments beginning on April 25, 2026. Following this award, he holds 1,000,000 RSUs directly.
Sable Offshore Corp. reported its full year 2025 results, highlighting a major operational restart and significant financing activity. The company restarted production at the Santa Ynez Unit in May 2025, completed anomaly repairs, and successfully hydrotested all segments of the Santa Ynez Pipeline System.
Sable raised new equity capital through an upsized public offering of 10,000,000 common shares at $29.50 per share for gross proceeds of about $295.0 million, and a private placement of 45,454,546 shares at $5.50 per share for $250.0 million in gross proceeds. It also amended its Senior Secured Term Loan, extending maturity to the earlier of March 31, 2027 or 90 days after first hydrocarbon sales and increasing the interest rate to 15% per annum, compounded annually.
For 2025, Sable reported a net loss of $410.2 million, driven mainly by production restart operating costs, general and administrative expenses, and non‑cash interest expense, partially offset by a non‑cash change in fair value of warrant liabilities. Year-end short‑term outstanding debt was $921.6 million including paid-in-kind interest, with cash and cash equivalents of $97.7 million, underscoring a leveraged balance sheet as the business ramps toward potential sales.
Sable Offshore Corp. files its annual report describing a transition from a former SPAC into an offshore California oil producer centered on the Santa Ynez Unit (“SYU”) and Santa Ynez Pipeline System. The company restarted SYU production in May 2025 from six wells on Platform Harmony at about 6,000 barrels of oil per day, though 2025 volumes were limited after a decade-long shutdown.
Future performance depends heavily on restoring a reliable route to market. Sable has completed repairs and integrity work on Pipeline Segments 324 and 325 and obtained PHMSA approval of its restart plan, while related legal and regulatory processes continue. All petroleum volumes in the SYU Assets are classified as contingent resources as of December 31, 2025 rather than SEC-reportable reserves because key transportation and restart contingencies remain.
The company is also pursuing an offshore storage and treating vessel strategy that could, with required approvals, enable sales of over 50,000 barrels per day and is estimated to require about $475 million of capital. An amended $625 million senior secured term loan with Exxon now matures as late as March 2027 and carries a higher 15% paid-in-kind interest rate and a minimum $25 million liquidity covenant.
Sable Offshore Corp. Schedule 13G reports that FourWorld Capital Management LLC and John Addis beneficially hold 8,412,108 shares, representing 5.8% of common stock. The filers report shared voting and dispositive power over these 8,412,108 shares. The filing is signed by John Addis on 02/19/2026.
Alyeska Investment Group and related entities filed a Schedule 13G disclosing a significant stake in Sable Offshore Corp. They report beneficial ownership of 11,091,773 shares of common stock, representing 7.65% of the class as of the event date.
The filing shows Alyeska and its affiliates hold only shared voting and shared dispositive power over all reported shares, with no sole authority. The position includes 3,526,318 shares of common stock and 7,565,455 PIPE shares, based on 144,961,796 shares outstanding from a December 16, 2025 prospectus. The securities are stated to be acquired and held in the ordinary course of business, not for the purpose of changing or influencing control of Sable Offshore Corp.
Sable Offshore Corp. is the subject of an amended Schedule 13G/A disclosing sizable ownership by Pilgrim Global ICAV, Pilgrim Global Advisors LLC, and Darren Maupin as of December 31, 2025. Pilgrim Global ICAV reports beneficial ownership of 18,206,121 common shares, or 12.6% of the class. Pilgrim Global Advisors LLC reports 18,454,373 shares, or 12.7%, while Darren Maupin reports 18,693,451 shares, or 12.9%. Of these, Maupin directly owns 239,078 shares, with the balance held for advisory clients and employees of Pilgrim Global Advisors or its affiliates. The filers certify that the securities are held on a passive basis and not for the purpose of changing or influencing control of Sable Offshore Corp.
G1 Execution Services, SIG Brokerage, and Susquehanna Securities report beneficial ownership of 3,283,720 shares of Sable Offshore Corp. common stock, equal to 2.3% of the class as of the event date.
The holdings include options positions: SIG Brokerage holds options to buy 10,000 shares, and Susquehanna Securities holds options to buy 2,831,700 shares. A company prospectus indicates 144,961,796 shares were outstanding as of November 19, 2025.
The affiliated broker-dealers state they may be deemed a group, share voting and dispositive power over all reported shares, and each disclaims beneficial ownership of shares held directly by the others. They certify the securities were acquired and are held in the ordinary course of business and not to influence control of Sable Offshore.