Welcome to our dedicated page for Tamboran Resources Corporation SEC filings (Ticker: TBN), 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 Tamboran Resources Corporation (TBN) SEC filings page on Stock Titan brings together the company’s U.S. regulatory disclosures, giving investors structured access to its official reports and transaction documents. As a Delaware-incorporated natural gas exploration and production company listed on the NYSE and ASX, Tamboran files current reports, proxy statements and registration-related documents with the U.S. Securities and Exchange Commission.
In these filings, investors can review details of Tamboran’s capital raising activities, including underwritten public offerings of common stock, PIPE subscription agreements and security purchase plans, as described in Forms 8-K and related exhibits. The filings also outline key financing arrangements, such as the syndicated facility agreement for the Sturt Plateau Compression Facility, guarantees provided by the Northern Territory Government and affiliates, and the intended use of proceeds to fund the company’s Beetaloo development plan, working capital and general corporate purposes.
Corporate governance and compensation matters are addressed in definitive proxy statements (DEF 14A) and 8-K disclosures. These documents cover director elections, auditor ratification, equity incentive plans, equity grants in lieu of cash fees and the appointment and compensation of senior executives, including the employment agreement and equity awards for the Chief Executive Officer. Special meeting proxy materials also describe shareholder approvals required under ASX Listing Rules for specific share issuances.
Tamboran’s SEC reports further include forward-looking statements and risk factor discussions that highlight its early stage of development, concentration of assets in the Beetaloo Basin, absence of proved reserves, need for substantial capital and exposure to regulatory, operational and market risks. For investors analyzing TBN, the filings page offers direct access to 8-Ks, proxy statements and other documents, while Stock Titan’s AI-powered tools can help summarize complex agreements, highlight material terms in offerings and financings, and surface governance and risk disclosures relevant to Tamboran’s Beetaloo-focused strategy.
Tamboran Resources Corp (TBN) filed an 8-K disclosing forward-looking statements and an extensive list of risks tied to its exploration-focused business in the Beetaloo Basin. The company says it expects no material revenue until 2026 and warns of substantial additional capital needs, the absence of proved reserves, and the speculative nature of drilling. Tamboran highlights concentration risk with all assets in the Beetaloo, potential construction delays and cost overruns for midstream projects, regulatory and community opposition risks, and a recurring loss/going-concern risk. The filing also notes a requirement to produce natural gas on a Scope 1 net zero basis at commercial start and internal operational net-zero goals, which may raise production costs.
Tamboran Resources Corp. reported a material event describing a proposed transaction with Falcon that includes a Support Agreement requiring Falcon shareholders to vote in favor of the Transactions, accept related covenants, and comply with transfer restrictions on the exchanged securities. The Support Agreement is attached as Exhibit 10.1 and will be incorporated by reference. The filing notifies investors that directors, officers and employees of both companies may be participants in the solicitation of proxies and identifies sources for free copies of related proxy materials and corporate disclosure on SEDAR+ and company websites. The filing also points readers to prior Tamboran SEC filings for executive and director information, and it notes that updates to insider holdings will be reflected on Form 4s as required.
Tamboran Resources (TBN) is an early-stage Australian-focused natural gas developer with headquarters in Sydney and fiscal year ending June 30. As of Dec 31, 2024 the market value of non-affiliate equity was $221,466,938 and as of Sept 24, 2025 there were 17,820,758 shares outstanding. The company has no proved reserves and expects no material revenue until at least mid-2026. Key near-term developments include a binding development agreement with APA to build the 23-mile Sturt Plateau Pipeline, an NT Government gas sales agreement to supply ~40 MMcf/d starting mid-2026 (subject to conditions), TB1 joint-venture governance and development milestones, and a $15 million asset sale to DWE. Tamboran plans a ~40 MMcf/d Shenandoah South pilot plateau in 2H 2026, anticipates drilling and completion costs averaging ~$30M per well (targeting $16M longer-term), and reports recent private placements expected to fund operations through 2025. The filing highlights material risks: substantial capital needs, JV deadlines that could shift control if missed, regulatory and native title approvals, operational hazards, no historical operating results pre-reorganization, and potential going-concern uncertainty.
Tamboran Resources Corporation furnished an update on its financial and operating results for the quarter and year ended June 30, 2025. On September 25, 2025, the company issued an earnings presentation and a press release discussing these results.
The earnings presentation is provided as Exhibit 99.1 and the press release as Exhibit 99.2. These materials are furnished rather than filed, which means they are not subject to certain liability provisions of U.S. securities laws unless specifically incorporated by reference into another filing.
Tamboran Resources Corporation is reported to have a new disclosed stake held by HITE Hedge Asset Management LLC, HITE Hedge Asset Management LP and Robert Matthew Niblack totaling 1,206,725 shares, equal to 7.22% of the outstanding common stock. The filing shows the reporting parties have shared voting power and shared dispositive power over these shares and explicitly reports no sole voting or dispositive power. The statement certifies the position was acquired and is held in the ordinary course of business and was not acquired to change or influence control of the issuer. The reporting persons are identified as an investment adviser, a limited partnership and an individual.
Tamboran Resources Corp. (TBN) – Schedule 13D/A Amendment No. 3 (filed 28 Jul 2025)
Bryan Sheffield and related entities (the “Sheffield Group”) disclose an aggregate 3,123,601 common shares, equal to 17.6 % of the 17,770,758 shares outstanding. Record ownership is split between Sheffield Holdings LP (2.25 M; 12.6 %) and Daly Waters Energy LP (0.88 M; 4.9 %).
On 27 Jul 2025 the Sheffield Group entered into a Cooperation Agreement with Tamboran: (i) the company immediately adds Scott D. Sheffield (Class II, term exp. 2025 AGM) and Phillip Z. Pace (Class III, term exp. 2026 AGM) to the Board; (ii) Tamboran will nominate and recommend S. Sheffield at the 2025 AGM. In return, the Sheffield Group accepts a stand-still lasting until the earlier of the 2028 AGM or 31 Dec 2028, agreeing to vote all owned shares with Board recommendations on director elections and other proposals, except in extraordinary transactions.
No additional share purchases or sales were reported in the past 60 days. The filing signals constructive engagement between a 17.6 % holder and management, reducing the likelihood of a proxy contest while giving the investor board representation.