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Talos Energy SEC Filings

TALO NYSE

Welcome to our dedicated page for Talos Energy SEC filings (Ticker: TALO), 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 Talos Energy Inc. (NYSE: TALO) SEC filings page on Stock Titan provides structured access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As an offshore-focused exploration and production company in the crude petroleum and natural gas extraction industry, Talos uses SEC filings to report on financial performance, material agreements, governance changes, and other significant events affecting its business.

Investors can review current reports on Form 8-K, where Talos discloses items such as quarterly operational and financial results, strategy presentations, amendments to its bank credit facility, and cooperation agreements with significant shareholders. For example, the company has filed 8-Ks describing borrowing base redeterminations and amendments to its credit agreement, as well as an amendment extending a cooperation agreement with an entity that beneficially owns more than 5% of a class of its voting securities.

Talos also uses 8-K filings to document executive and board-level changes, including the appointment of an Executive Vice President and Chief Financial Officer, other senior officer appointments, and compensation arrangements. These filings often include details on roles, responsibilities, and participation in company plans, along with references to related exhibits such as severance plans and indemnification agreements.

On this page, users can access Talos’s periodic reports such as annual reports on Form 10-K and quarterly reports on Form 10-Q, which provide comprehensive information on the company’s offshore operations, reserves, risk factors, and financial statements. These documents are essential for understanding Talos’s exploration and production activities in the Gulf of Mexico and offshore Mexico, as well as its capital structure and liquidity.

Stock Titan enhances these filings with AI-powered summaries that highlight key points from lengthy documents, helping readers quickly identify major developments, material agreements, and changes in leverage or capital allocation frameworks. The platform also surfaces insider-related filings such as Form 4, enabling users to monitor transactions by Talos officers and directors alongside the broader context provided by 10-K, 10-Q, and 8-K reports.

Together, these tools allow investors, analysts, and researchers to follow Talos Energy’s regulatory history, governance decisions, and financial reporting in a structured and efficient way, directly tied to the company’s offshore exploration and production focus.

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Sherrill Richard reported acquisition or exercise transactions in this Form 4 filing.

TALOS ENERGY INC. director Richard Sherrill received a grant of 14,018 restricted stock units on March 5, 2026 under the Amended and Restated Talos Energy Inc. 2021 Long Term Incentive Plan. These RSUs give him a contingent right to receive 60% of the award in common shares and 40% in cash if no election was made to receive 100% in shares.

The RSUs will vest on March 5, 2027, provided he continues in service through that date. The vested shares and/or cash will be delivered either on the vesting date or on a deferral date chosen in his prior election, if any.

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GOLDMAN NEAL P reported acquisition or exercise transactions in this Form 4 filing.

Talos Energy Inc. director Neal P. Goldman received a grant of 19,470 restricted stock units (RSUs) on March 5, 2026 under the company’s Amended and Restated 2021 Long Term Incentive Plan. These RSUs represent deferred compensation tied to his continued board service.

The RSUs will vest on March 5, 2027, contingent on continued service. Unless a different settlement election was made, 60% of the award is settled in Talos common shares and 40% in cash, aligning a portion of the director’s compensation with shareholder outcomes over time.

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Szabo Shandell reported acquisition or exercise transactions in this Form 4 filing.

TALOS ENERGY INC. director Shandell Szabo received a grant of 14,018 restricted stock units on March 5, 2026. These RSUs were awarded under the company’s Amended and Restated 2021 Long Term Incentive Plan.

The units vest on March 5, 2027, contingent on continued service. Unless the director elects to receive 100% in shares, 60% of the award will settle in Talos common stock and 40% in cash. Following this grant, the director holds 14,018 RSUs directly.

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SLEDGE CHARLES M reported acquisition or exercise transactions in this Form 4 filing.

TALOS ENERGY INC. director Charles M. Sledge received a grant of 14,018 restricted stock units (RSUs) under the Amended and Restated Talos Energy Inc. 2021 Long Term Incentive Plan. The RSUs vest on March 5, 2027, contingent on continued service, and then deliver 60% in common shares and 40% in cash unless a 100%-in-shares settlement election was made.

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Talos Energy Inc. focuses on offshore oil and gas exploration and production in the U.S. Gulf of America and offshore Mexico, with common stock trading on the NYSE under the symbol TALO.

At December 31, 2025, estimated total proved reserves were 174,693 MBoe in the United States, 75% oil, 19% natural gas and 6% NGLs, with 78% proved developed. Consolidated PV-10 was $3,189,037 thousand and the standardized measure was $2,804,857 thousand, both lower than 2024. 2025 production totaled 34,534 MBoe, 70% from crude oil, with average realized prices excluding derivatives of $64.84 per Bbl for oil, $3.67 per Mcf for natural gas and $18.05 per Bbl for NGLs; average lease operating expense was $15.83 per Boe.

Deepwater operations dominate, with 159,697 MBoe of proved reserves and 31,047 MBoe of 2025 net production. The Katmai Field alone produced 5,393 MBoe in 2025 at an average sales price of $53.13 per Boe and lease operating expense of $3.95 per Boe. Talos outlines a three‑pillar strategy to improve free cash flow, grow production through high‑margin projects and bolt‑on Deepwater acquisitions, and build a long‑lived, scaled offshore portfolio.

The company continues to rationalize its Mexico position through the 2023 sale of 49.9% of Talos Mexico and an agreement to sell an additional 30.1% equity interest, subject to regulatory approval. The 2025 filing also highlights detailed PUD reserve movements, with proved undeveloped reserves decreasing to 37,948 MBoe and future development costs of $733,972 thousand, as well as extensive operational, commodity price, regulatory, environmental and capital‑structure risks, including concentrated Deepwater exposure, significant decommissioning obligations and the Carlos Slim family’s significant ownership and voting power.

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Talos Energy Inc. reported fourth-quarter and full-year 2025 results showing strong cash generation but a GAAP loss driven by non-cash impairments. For 2025, revenue was $1.78 billion with a net loss of $494.3 million, including $454.5 million of non-cash ceiling-test charges. Adjusted EBITDA reached $1.20 billion and Adjusted Free Cash Flow was $417.7 million.

The company produced an average of 94.6 MBoe/d in 2025, 70% oil, and ended the year with proved reserves of 174.7 MMBoe and a proved PV‑10 of $3.19 billion. Talos strengthened its balance sheet with $362.8 million of cash, $965.4 million of total liquidity, and Net Debt to LTM Adjusted EBITDA of 0.7x.

Talos repurchased 12.6 million shares for $119.1 million, about 29% of annual free cash flow, and has $81 million remaining under authorization. For 2026, it guides capital spending of $500–$550 million, P&A of $100–$130 million, and production of 85–90 MBoe/d with 62–66 MBo/d of oil, while focusing on high‑margin offshore growth projects and the Daenerys and Monument developments.

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Talos Energy Inc. entered into an amended and restated credit agreement that provides a borrowing base and total commitments of $700.0 million, including a $250 million letter of credit sublimit. The facility, with JPMorgan Chase Bank as administrative agent, matures on the earlier of January 20, 2030 or November 2, 2028 if certain 9.000% second‑priority senior secured notes due February 2029 are not fully refinanced or repaid by then.

Borrowings can be made at rates tied to an alternate base rate, term SOFR or daily simple SOFR, plus an applicable margin, and Talos must also pay a commitment fee on unused commitments based on utilization levels. The agreement includes customary covenants and limits on additional debt, liens, dividends, investments, asset sales and mergers, and requires Talos Production to maintain a maximum Consolidated Total Debt to EBITDAX ratio of 3.00 to 1.00 and a minimum current ratio of 1.00 to 1.00 each quarter.

The facility is secured by mortgages on at least 85% of Talos’s proved oil and natural gas assets and is fully guaranteed by the company and certain subsidiaries. It also imposes minimum hedging requirements over up to six forward fiscal quarters, with specified percentages of projected production from proved developed producing reserves that must be hedged depending on the quarter and leverage level.

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Dimensional Fund Advisors LP has reported a significant passive ownership position in Talos Energy Inc. common stock. As of the reporting date, Dimensional is deemed to beneficially own 8,967,001 shares of Talos Energy, representing 5.3% of the outstanding common stock. It has sole power to vote 8,803,069 shares and sole power to dispose of 8,967,001 shares, with no shared voting or dispositive power.

The shares are owned by various funds and accounts advised or sub-advised by Dimensional, and Dimensional disclaims beneficial ownership except for Section 13(d) reporting purposes. The position is certified as being held in the ordinary course of business and not with the purpose or effect of changing or influencing control of Talos Energy.

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Talos Energy Inc. disclosed that on December 8, 2025 it entered into an amendment to its existing Cooperation Agreement with Control Empresarial de Capitales, S.A. de C.V., an entity controlled by the family of Carlos Slim. Control Empresarial beneficially owns more than 5% of a class of Talos Energy’s voting securities.

The amendment extends the term of the Cooperation Agreement by one year, moving its expiration date to December 16, 2026. The full text of the amendment is available as an exhibit, providing more detail on how this large shareholder and the company will continue to work together.

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Talos Energy Inc. executive reports routine share withholding for taxes. An officer of Talos Energy Inc. (ticker TALO), identified as Executive Vice President and Head of Operations, reported a transaction dated 12/01/2025 involving company common stock. The filing shows 126 shares of common stock were disposed of at a price of $11.37 per share, reflecting shares withheld to cover tax obligations when previously granted restricted stock units vested under the Amended and Restated Talos Energy Inc. 2021 Long Term Incentive Plan. After this tax withholding, the reporting person beneficially owns 234,104 shares of Talos Energy Inc. common stock in direct ownership.

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FAQ

How many Talos Energy (TALO) SEC filings are available on StockTitan?

StockTitan tracks 52 SEC filings for Talos Energy (TALO), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Talos Energy (TALO)?

The most recent SEC filing for Talos Energy (TALO) was filed on March 9, 2026.