Talos Energy filings document regulatory disclosures for an NYSE-listed offshore oil and gas exploration and production company with operations in the United States Gulf of America and offshore Mexico. Current reports on Form 8-K furnish quarterly and annual operating results, Regulation FD investor presentations, production updates and material events tied to the company’s asset base.
The filing record also covers capital structure and governance matters, including an amended and restated credit agreement for Talos Production, borrowing-base and commitment disclosures, senior secured note maturity provisions, and letter-of-credit capacity. Proxy materials address board and shareholder governance, while other 8-K filings document cooperation-agreement matters with a significant holder, executive appointments, and the company’s NYSE-listed common stock.
Babcock Gregory reported acquisition or exercise transactions in this Form 4 filing.
TALOS ENERGY INC. executive Gregory Babcock reported a compensation-related equity award and corrected prior share counts. On March 5, 2026, he was granted 18,691 restricted stock units (RSUs) of common stock at $0.00 per share under the Amended and Restated Talos Energy Inc. 2021 Long Term Incentive Plan.
Each RSU represents one share of common stock and will vest in three equal installments on March 5, 2027, March 5, 2028, and March 5, 2029. The amendment also corrects earlier Form 4 filings that overstated the RSU grant and beneficially owned shares, clarifying that Babcock beneficially owns 146,254 shares as of this amended filing.
Talos Energy Inc. reported a first-quarter 2026 net loss of $256.2 million, compared with a $9.9 million loss a year earlier. Revenue declined to $472.3 million from $513.1 million as production fell to 88.8 MBoepd from 100.9 MBoepd, mainly due to declines at Brutus and Galapagos. Results were heavily impacted by a $145.0 million ceiling-test impairment of U.S. oil and gas properties and $173.5 million of losses on commodity derivatives. Despite the loss, Talos generated $174.0 million of operating cash flow, spent $152.4 million on capital, and ended the quarter with $386.4 million of cash and no revolver borrowings. The company also sold a 30.1% stake in Talos Mexico for $49.7 million and continued share repurchases, buying 2.7 million shares for $38.2 million.
Talos Energy Inc. reported first quarter 2026 results showing strong cash generation but a GAAP loss driven by non-cash items. Production averaged 88.8 MBoe/d, including 63.8 MBbl/d of oil, with volumes at or above guidance ranges and supported by new Cardona output.
Total revenues were $472.3 million, but the company recorded a net loss attributable to Talos of $256.2 million, or $1.52 per diluted share, including a $145.0 million non-cash ceiling test impairment. Adjusted Net Loss was $11.3 million, or $0.07 per diluted share, while Adjusted EBITDA reached $293.2 million and Adjusted Free Cash Flow was $113.2 million.
Talos invested $118.9 million of capital expenditures and $21.9 million in plugging and abandonment and decommissioning, while repurchasing 2.7 million shares for $38.2 million. As of March 31, 2026, the company reported $386.4 million of cash, total debt of $1.25 billion, Net Debt of $863.6 million and Net Debt to LTM Adjusted EBITDA of 0.8x, supported by an undrawn $700 million credit facility. Management reiterated full-year 2026 production and capital guidance and highlighted ongoing Gulf of America and Mexico project execution, including Cardona, CPN, Monument, Daenerys, and the Zama-related transaction.
Talos Energy Inc. is asking shareholders to vote at its 2026 annual meeting on June 4, 2026 in Houston. Proposals include electing seven directors, an advisory vote on 2025 executive pay, approving the Second Amended and Restated 2021 Long Term Incentive Plan, and ratifying Ernst & Young LLP as auditor.
In 2025 Talos launched an enhanced strategy to be a leading pure‑play offshore E&P company under new CEO Paul Goodfellow, with additional key hires in finance and exploration. The company reports around 95 thousand barrels of oil equivalent per day, net cash from operating activities of $935.8 million and $418 million in adjusted free cash flow, alongside zero serious injuries or fatalities and a spill rate below industry average.
The board is majority independent with a non‑executive chair, fully declassified elections, majority voting and annual say‑on‑pay. Talos seeks shareholder approval to increase shares available under its long‑term incentive plan by 4,500,000, from 12,439,415 to 16,939,415, and emphasizes pay‑for‑performance, noting 2023‑2025 performance share units paid out at 0%.
Control Empresarial de Capitales S.A. de C.V., a more than ten percent owner of TALOS ENERGY INC., sold a total of 2,312,000 common shares in open-market transactions over two days. On March 26, 2026, it sold 960,000 shares at a weighted average price of $16.6545 per share in trades ranging from $16.50 to $16.895. On March 27, 2026, it sold 1,352,000 shares at a weighted average price of $16.6802 per share in trades ranging from $16.5506 to $16.81. Following these transactions, it reported holding 41,233,604 common shares directly.
Talos Energy Inc. received an updated ownership filing showing that entities affiliated with the Slim family hold a substantial minority stake. Through Control Empresarial de Capitales, S.A. de C.V., they beneficially own 41,233,604 common shares of Talos Energy.
This position represents 24.5% of Talos Energy’s outstanding common stock, based on 168,514,683 shares outstanding as of February 17, 2026, as reported in the company’s Form 10-K. The filing lists shared voting and dispositive power over all of these shares and notes that members of the Slim family are beneficiaries of a Mexican trust that owns the voting equity of Control Empresarial.
Talos Energy Inc ownership disclosure: The Vanguard Group filed an Amendment No. 3 to its Schedule 13G/A stating it beneficially owns 0 shares of Talos common stock, representing 0% of the class. The filing notes an internal realignment effective 01/12/2026 that led certain Vanguard subsidiaries to report holdings separately. The amendment is signed by Ashley Grim on 03/27/2026.
TALOS ENERGY INC. reported that officer William S. Moss III had 13,103 shares of common stock withheld on March 10, 2026 to cover tax obligations tied to the vesting of previously granted restricted stock units under the company’s 2021 Long Term Incentive Plan. After this tax-withholding disposition, he directly holds 439,136 shares of Talos Energy common stock, indicating this was a routine compensation-related event rather than an open-market trade.
TALOS ENERGY INC. officer Gregory Babcock reported a routine tax-related share disposition. On this Form 4, 4,368 shares of common stock were withheld at $12.94 per share to cover tax obligations triggered by the vesting of previously granted restricted stock units under the company’s long-term incentive plan. After this withholding, Babcock directly holds 150,927 shares of Talos Energy common stock.