Venture Global, Inc. filings document an operating LNG issuer with project-level subsidiaries, secured financing arrangements and public-company governance under the ticker VG. Recent 8-K reports cover material definitive agreements for senior secured notes, term loan facilities, CP2 project financing amendments, working capital facilities, collateral, guarantees, covenants and related debt obligations.
The company’s filings also disclose results of operations, LNG cargo-export metrics, revenue recognition for LNG sales, Regulation FD updates on commercial matters, and proxy materials for annual meeting votes, board governance and executive compensation. These records connect the company’s Calcasieu Pass, Plaquemines and CP2 LNG activities to its capital structure and shareholder governance.
Venture Global, Inc. Chief Financial Officer Jonathan W. Thayer exercised 111,111 stock options at $1.16 per share and sold 111,111 Class A shares on October 19, 2026. On October 20, 2026, he exercised another 111,111 options at $1.16 and sold 111,111 shares. Both days’ transactions were made under a Rule 10b5-1 plan. The reported weighted-average sale prices were $12.6772 and $12.7012 per share, respectively.
Venture Global, Inc. (VG) officer Jonathan Thayer gave notice of a proposed sale of 222,222 common shares, with an aggregate market value of $2,826,663.84. The notice lists October 19, 2026 as the approximate sale date.
The shares are to be received through stock-option exercises over the next three months; the notice says acquisition and payment dates will be the exercise/sale dates. Morgan Stanley Smith Barney LLC is listed as broker, and NYSE as the exchange. The notice also lists six prior sales of 111,111 shares each under “10b5-1 Sales,” dated July 20 through September 18, 2026.
Venture Global, Inc. General Counsel and Secretary Keith D. Larson reported exercising 394,978 stock options at $0.84 per share on October 14, 2026, and 394,979 options at $0.84 per share on October 15. The options were fully vested and exercisable.
Larson sold 394,978 Class A shares on October 14 at a weighted average price of $13.3729 per share. On October 15, he sold 389,679 shares at a weighted average price of $12.4268 and 5,300 shares at a weighted average price of $12.8932. The reported transactions were made under a Rule 10b5-1 plan.
Venture Global, Inc. (VG), through wholly owned subsidiary Venture Global LNG, Inc. (VGLNG), entered two equipment frame agreements on October 9, 2026. The agreement with GE Vernova Operations and Baker Hughes Energy Services covers up to 16 power islands; the GE Grid Solutions agreement covers transformer and gas-insulated switchgear equipment for up to 21 power-island projects. VGLNG also entered reservations for eight of the remaining 15 power islands and five initial equipment packages.
If VG elects all purchase orders under both agreements, the aggregate amount payable, including applicable reservation fees, would be approximately $17.2 billion, subject to adjustment based on specified criteria. Apart from fees and capacity reserved under the initial agreements, there are no binding purchase or supply obligations unless additional definitive reservation agreements and/or purchase orders are entered. Purchase orders may be terminated in certain circumstances, potentially requiring termination fees.
VGLNG expects its first power-island purchase order by the end of 2026. The 720 MW units are intended for staged deployment as customer commitments and commercial arrangements are established and VG determines further deployment is warranted. Subject to customer commitments, market demand and other commercial considerations, VG anticipates it could develop up to 10 GW of compute capacity by the end of 2034.
Venture Global, Inc. (VG) officer Keith Larson reported a proposed sale of 789,957 common shares, with an aggregate market value of $10,933,004.88. The notice lists October 14, 2026, as the sale date and identifies Morgan Stanley Smith Barney LLC as broker.
The shares are to be received through stock-option exercises over the next three months.
Venture Global, Inc. (VG) reported that an International Chamber of Commerce tribunal issued a partial final award in the arbitration between its subsidiary Venture Global Calcasieu Pass, LLC (VGCP) and Galp Trading S.A. over LNG sales under their Calcasieu Project long-term LNG sales and purchase agreement. Acting primarily as a majority, the tribunal found that VGCP breached its obligation to declare the project’s commercial operation date (COD) in a timely manner; one of the three arbitrators dissented from that finding.
Remedies will be determined at a separate damages hearing, which has not been scheduled but is anticipated in 2027 or 2028; a final award is expected after that hearing. The final award will be subject to the agreement’s $170 million seller aggregate liability cap. Venture Global stated that the award does not affect the agreement’s terms as entered into and presently performed: 20 cargos have been delivered to Galp since the Calcasieu Project’s COD on April 15, 2025.
Venture Global, Inc. (VG) sold and recognized in revenue 465.8 TBtu of LNG in the quarter ended September 30, 2026, at an implied weighted average fixed liquefaction fee of $6.79 per MMBtu; it exported 124 cargos. Calcasieu Pass accounted for 137.7 TBtu and 37 cargos, while Plaquemines accounted for 328.1 TBtu and 87 cargos.
Five DES cargos totaling 20.4 TBtu were exported on owned or chartered vessels and will be recognized in revenue in the following quarter. Revenue for FOB cargos is generally recognized when a vessel is loaded and unmoors; for DES, DPU and other delivered cargos, it is generally recognized at the vessel destination. The fee measure excludes gas supply basis.
Venture Global, Inc. (VG) reported that its Chief Financial Officer, Jonathan W. Thayer, exercised stock options for a total of 222,222 shares of Class A Common Stock at an exercise price of $1.16 per share on September 17 and 18, 2026, then sold the same total number of shares in market transactions at weighted average prices of $14.3958 and $14.2273 per share, respectively. The stock options exercised were fully vested and exercisable, and the transactions were made under a Rule 10b5-1 trading plan.
Venture Global, Inc. (VG) reports that General Counsel and Secretary Larson Keith D exercised stock options and sold the resulting Class A Common Stock in mid-September 2026 under a Rule 10b5-1 trading plan. On September 16 and 17, he exercised options for a total of 789,958 shares at exercise prices of $0.79 and $0.84 per share and sold 394,979 shares on each day at weighted average prices of $14.8175 and $14.3958 per share, respectively. The reported stock options were fully vested and exercisable at the time of exercise.
Venture Global, Inc. (VG) reports that officer Jonathan Thayer has filed a notice under Rule 144 to sell 222,222 shares of common stock, with an aggregate market value of $3,255,552.30, in a transaction listed for September 17, 2026 on the NYSE. The shares were and will be acquired through the exercise of stock options, and the dates of acquisition and payment are stated to be the dates of exercise and sale over the next three months.
The notice also lists prior Rule 10b5-1 sales of 111,111 shares of common stock on each of June 18, July 20, July 21, August 18, and August 19, 2026, with reported dollar amounts for each sale.