Welcome to our dedicated page for Liberty Energy SEC filings (Ticker: LBRT), 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.
Liberty Energy Inc. (NYSE: LBRT) files reports, disclosures, and current updates with the U.S. Securities and Exchange Commission as part of its obligations as a public company. These SEC filings provide detailed information about Liberty’s financial condition, operations, governance, and material events related to its energy services and distributed power businesses.
Among the filings, investors can find current reports on Form 8-K that furnish press releases on quarterly financial and operational results, as well as announcements related to Board of Directors changes and other material developments. For example, Liberty has used Form 8-K to provide its third quarter results and to disclose board resignations or appointments. These documents supplement the company’s earnings releases and conference call materials.
In addition to current reports, Liberty’s SEC filings include periodic reports such as annual and quarterly reports, which typically contain discussions of its completion services for onshore oil, natural gas, and enhanced geothermal energy producers in North America, along with information about Liberty Power Innovations and its advanced distributed power and energy storage solutions. These reports also describe Liberty’s capital structure, including its Class A common stock listed on the New York Stock Exchange under the ticker LBRT.
On this page, Liberty Energy filings are presented with tools that can include AI-powered summaries to help explain key points in lengthy documents such as annual reports on Form 10-K or quarterly reports on Form 10-Q. Users can also review filings related to governance and executive matters, such as changes in directors reported on Form 8-K, and track how Liberty communicates significant events to regulators and investors.
Liberty Energy Inc. CEO and President Ron Gusek reported equity compensation activity in Class A Common Stock. On April 1, 2026, he received 102,914 shares at no cost upon achievement of performance criteria and vesting of performance restricted stock units originally granted on January 24, 2023.
On the same date, 45,025 shares were withheld at $27.92 per share to cover tax withholding obligations tied to the vesting of these performance RSUs and other RSUs granted on January 24, 2023, January 22, 2024, and January 22, 2025. After these entries, he holds 1,070,353 shares directly and 400,000 shares indirectly through his spouse.
Liberty Energy Inc. Chief Financial Officer Michael Stock reported equity compensation activity involving Class A Common Stock. On April 1, 2026, he received 102,914 shares at $0.00 per share upon achievement of performance criteria and vesting of performance restricted stock units granted on January 24, 2023.
On the same date, 45,025 shares were withheld at $27.92 per share to satisfy tax withholding obligations related to the vesting of performance RSUs granted on January 24, 2023 and RSUs granted on January 24, 2023, January 22, 2024, and January 22, 2025. After these transactions, Stock directly holds 842,708 shares of Class A Common Stock.
Liberty Energy Inc. Chief Accounting Officer Ryan T. Gosney received 26,124 shares of Class A common stock on April 1, 2026 as a stock award tied to performance restricted stock units granted on January 24, 2023. To cover tax withholding obligations on these and other RSU vestings, 11,430 shares were withheld at a price of $27.9200 per share. After these transactions, Gosney directly owns 245,264 shares of Liberty Energy Class A common stock.
Liberty Energy Inc. Chief Legal Officer Sean R. Elliott received a grant of 42,050 shares of Class A Common Stock on April 1, 2026 upon vesting of performance-based restricted stock units. To cover tax withholding obligations, 16,547 shares were withheld at $27.92 per share, leaving him with 367,653 shares held directly.
Liberty Energy Inc. completed a private placement of $525.0 million aggregate principal amount of 0.00% Convertible Senior Notes due 2032, including a fully exercised $50.0 million option for additional notes. The zero‑coupon notes are senior unsecured debt and mature on March 1, 2032 unless earlier converted, redeemed or repurchased.
The notes have an initial conversion rate of 26.7094 shares per $1,000 of principal, implying a conversion price of about $37.44 per share, a 30% premium to the $28.80 NYSE price on March 25, 2026. Liberty received approximately $511.3 million in net proceeds, using about $77.2 million to enter into capped call transactions and planning to use the remainder for general corporate purposes.
The capped calls, initially capped at $72.00 per share, are designed to reduce potential dilution or offset cash payments above principal upon conversion. The notes were sold in a private offering under Section 4(a)(2) and resold to qualified institutional buyers under Rule 144A, with customary redemption, repurchase upon “fundamental change,” and event‑of‑default provisions.
Liberty Energy Inc Schedule 13G/A amendment: The Vanguard Group filed Amendment No. 6 reporting 0 shares beneficially owned and 0% of Liberty Energy Inc common stock. The filing explains an internal realignment effective January 12, 2026, under SEC Release No. 34-39538 that caused certain Vanguard subsidiaries/divisions to report ownership separately.
The filing is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026.
Liberty Energy Inc. furnished a current report to share that it has released an updated investor presentation. The materials highlight the company’s strategic focus and outlook for its distributed power business, giving more detail on how this segment fits into Liberty’s plans.
The updated presentation is available through Liberty’s investor relations website under events and presentations. The company specifies that this information is being provided under Regulation FD, is not considered “filed” under securities laws, and is not incorporated into any existing registration statements.
Liberty Energy Inc. is holding its 2026 annual stockholders’ meeting virtually on April 14, 2026, for holders of Class A common stock of record on February 18, 2026. Stockholders will elect four Class I directors for one-year terms, cast an advisory vote on executive pay, and ratify Deloitte & Touche LLP as independent auditor for 2026.
The board is in the middle of a planned declassification, moving all directors to annual elections by 2028. Recent leadership changes include Ron Gusek becoming Chief Executive Officer and director in February 2025 and William Kimble serving as non-executive chairman.
Executive compensation remains heavily performance-based. 2025 annual incentives for named executives were tied to adjusted pre-tax EPS, adjusted return on capital employed (8.7% in 2025), comparative ROCE versus a peer group, and a discretionary component, producing overall payouts at 137.8% of target. Long-term incentives mix time-based and performance-based RSUs, with performance measured over three years against a defined ROCE peer group.
Liberty Energy Inc. director Arjun N. Murti reported an open-market purchase of Class A Common Stock. On February 17, 2026, he bought 9,695.559 shares at a price of 25.785 per share. After this transaction, his directly held stake increased to 27,567.559 shares.