Welcome to our dedicated page for TXNM Energy SEC filings (Ticker: TXNM), 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 TXNM Energy, Inc. (NYSE: TXNM) SEC filings page on Stock Titan provides access to the company’s regulatory documents as filed with the U.S. Securities and Exchange Commission. TXNM Energy is an Albuquerque, New Mexico-based energy utility holding company that delivers electricity to more than 800,000 homes and businesses across Texas and New Mexico through its regulated utilities, Public Service Company of New Mexico (PNM) and Texas-New Mexico Power Company (TNMP).
Through this page, readers can review annual reports on Form 10-K, quarterly reports on Form 10-Q and a wide range of current reports on Form 8-K. For a regulated electric utility group like TXNM Energy, these filings are central to understanding segment performance, rate mechanisms, capital investment plans and risk factors. The company’s 8-K filings detail material events such as new credit agreements, amendments to revolving credit facilities, issuance of first mortgage bonds by TNMP, term loans at PNM, and junior subordinated notes issued by TXNM Energy.
Recent 8-K filings also describe the Agreement and Plan of Merger with Troy ParentCo LLC and Troy Merger Sub Inc., affiliates of Blackstone Infrastructure Partners L.P., under which TXNM Energy would become a wholly owned subsidiary if the merger is consummated. These filings outline the agreed cash consideration per share, shareholder approval of the merger, and the regulatory approvals required from the New Mexico Public Regulation Commission, Public Utility Commission of Texas, Federal Energy Regulatory Commission and other federal agencies.
Investors can use the filings page to follow debt and capital structure disclosures, including the terms of TXNM Energy’s junior subordinated convertible notes, fixed-to-fixed reset rate junior subordinated notes, and TNMP’s first mortgage bonds. Filings also provide information on non-GAAP “ongoing” earnings measures, reconciliations to GAAP results and explanations of how management evaluates operating performance.
Stock Titan enhances these documents with AI-powered summaries that highlight key terms, covenants and events in lengthy filings. Real-time updates from EDGAR help users quickly identify new 10-K, 10-Q and 8-K submissions, while insider transaction reports on Form 4 and proxy statements on Schedule 14A can be used to analyze executive compensation and ownership changes. This makes the TXNM Energy filings page a focused resource for understanding the company’s regulatory, financial and transactional history.
BAILEY VICKY A reported acquisition or exercise transactions in this Form 4 filing.
TXNM ENERGY INC director Vicky A. Bailey reported an equity compensation award and an ownership reclassification. She received 2,698 shares of Common Stock in the form of restricted stock units granted on June 10, 2026 at $0.00 per share, which will vest on June 10, 2027 and be settled in common stock, with delivery timing potentially affected by blackout periods and elections under the Director Deferred Right Program. Following this grant, she directly owns 11,692 shares of Common Stock and indirectly holds 8,725 shares through the Vicky Bailey Revocable Living Trust.
Maestas Steven reported acquisition or exercise transactions in this Form 4 filing.
TXNM ENERGY INC director Steven Maestas received an award of 2,698 restricted stock units on June 10, 2026. These units vest on June 10, 2027 and will be settled in common stock upon or after vesting, subject to any blackout periods and deferral elections. Following this grant, Maestas holds 8,992 common shares directly.
Gutierrez Sidney M. reported acquisition or exercise transactions in this Form 4 filing.
TXNM ENERGY INC director Sidney M. Gutierrez received a grant of 2,698 shares of Common Stock in the form of restricted stock units. These units were granted on June 10, 2026, will vest on June 10, 2027, and will be settled in common stock upon or after vesting, subject to any elections under the Director Deferred Right Program and any blackout periods. Following this award, Gutierrez directly holds 32,135 shares of Common Stock.
CONLEY E RENAE reported acquisition or exercise transactions in this Form 4 filing.
TXNM ENERGY INC director Renae E. Conley received an award of 2,698 shares of common stock in the form of restricted stock units on June 10, 2026. These units vest on June 10, 2027 and will be settled in common stock, with delivery timing also subject to any director deferral elections and blackout-period restrictions. After this grant, Conley directly holds 39,971 shares of TXNM common stock.
BECKER NORMAN P. reported acquisition or exercise transactions in this Form 4 filing.
TXNM Energy Inc director Norman P. Becker received an equity award of 2,698 restricted stock units on June 10, 2026. These units will vest on June 10, 2027 and be settled in common stock upon or after vesting, subject to any elections under the Director Deferred Right Program and blackout period restrictions.
Following this compensation-related grant, Becker holds 30,802 shares of common stock directly. This is a routine non-cash director compensation award rather than an open-market purchase.
HUGHES JAMES ALTON reported acquisition or exercise transactions in this Form 4 filing.
TXNM ENERGY INC director James Alton Hughes received an equity grant of 2,698 restricted stock units. These RSUs were granted on June 10, 2026 at no cash cost and will vest on June 10, 2027. After this grant, he holds 22,217 shares of common stock directly. Vested shares will be settled in common stock, with delivery possibly deferred under the Director Deferred Right Program or delayed if a blackout period is in effect.
TXNM ENERGY INC director Lillian J. Montoya received an equity grant in the form of restricted stock units. She acquired 2,698 shares of Common Stock on June 10, 2026 as a grant, with no purchase price, bringing her direct holdings to 8,992 shares.
The footnote explains these 2,698 units are restricted stock units that will vest on June 10, 2027 and be settled in common stock upon or after vesting, subject to any elections under the Director Deferred Right Program. If vesting or any deferred delivery date falls during a blackout period, delivery of vested shares will be delayed until the blackout period ends. This is a routine, compensation-related award rather than an open-market share purchase.
MULLARKEY MAUREEN T reported acquisition or exercise transactions in this Form 4 filing.
TXNM ENERGY INC director Maureen T. Mullarkey received an equity award in the form of restricted stock units. She was granted 2,698 units of common stock on June 10, 2026 at no purchase price. Following this grant, she directly holds 34,487 shares of TXNM Energy common stock.
The footnotes explain that these restricted stock units will vest on June 10, 2027 and then be settled in common stock. Delivery may be deferred under the Director Deferred Right Program and could occur after any blackout period ends, making this a scheduled, compensation-related award rather than a market transaction.
TXNM Energy, Inc. reported the results of its annual shareholder meeting. As of April 21, 2026, there were 110,707,257 shares of common stock entitled to vote. Shareholders elected ten directors, each to serve a one-year term ending at the 2027 annual meeting.
Shareholders also ratified the appointment of KPMG LLP as independent public accountants for the year ending December 31, 2026, with 97,185,638 votes for, 356,222 against, and 130,864 abstentions. In addition, shareholders approved, on an advisory basis, the compensation of TXNM’s named executive officers, with 88,014,281 votes for, 1,167,803 against, 156,227 abstentions, and 8,334,413 broker non-votes.
TXNM Energy reports two major regulatory steps by its utilities. Texas-New Mexico Power Company filed a comprehensive base rate settlement in Texas that would allow recovery of its filed rate base of $2.8 billion as of June 30, 2025, while maintaining a 9.65% return on equity and 45% equity ratio. The settlement also includes $20.5 million of Hurricane Beryl restoration costs to be recovered through a rate rider over five years, all subject to Public Utility Commission of Texas approval.
Separately, Public Service Company of New Mexico filed a balanced resource plan with New Mexico regulators to advance a carbon-free future. The plan seeks approval for 800 MW of wind, 240 MW of solar, 610 MW of battery storage and 40 MW of natural gas, supporting PNM’s goal of eliminating coal by 2031 and progressing toward 100% carbon-free electricity as customer demand is forecast to rise about 40% by 2032. These investments are part of PNM’s previously shared $4.9 billion five-year capital plan.