Northern Oil and Gas, Inc. filings document an independent oil and gas company whose common stock trades on the New York Stock Exchange under NOG. Its material-event reports cover operating and financial results, production volumes, derivative hedging, capital expenditures, acquisitions of upstream and midstream oil and gas assets, and ground game acreage and well transactions.
The filing record also includes proxy materials for shareholder voting, board governance and executive compensation; registration and prospectus-related disclosures for common stock offerings; and material agreements such as revolving credit facilities tied to oil and gas properties and proved reserves. These disclosures describe the company’s capital structure, financing arrangements, governance practices and commodity-exposed operating profile.
Northern Oil & Gas Inc ownership disclosure: Vanguard Capital Management reports beneficial ownership of 5,271,121 shares of Common Stock, representing 5.04% of the class as reported with a 03/31/2026 time anchor. The filing lists 767,004 shares as sole voting power and states dispositive authority rests with Vanguard Capital Management and specified affiliates.
Northern Oil and Gas, Inc. reported a sharp turnaround to a net loss for the three months ended March 31, 2026, driven by derivative losses and a non-cash impairment. The company posted a net loss of $522.8 million, compared with net income of $139.0 million a year earlier.
Total revenues fell to $5.0 million as a loss of $539.1 million on commodity derivatives offset $539.9 million of oil and gas sales. Operating expenses also rose, including a $268.3 million ceiling-test impairment under the full cost method.
Despite the accounting loss, cash from operating activities remained strong at $323.6 million, supporting heavy investment. The company spent $634.6 million on oil and natural gas properties, including the $464.6 million Utica Acquisition in Ohio, and increased long‑term debt to $2.58 billion while issuing 8.3 million new common shares.
Vanguard Portfolio Management reported beneficial ownership of 6,618,916 shares of Northern Oil & Gas Inc. Common Stock, representing 6.33% of the class as of 03/31/2026. The filing states Vanguard has sole dispositive power over 6,618,916 shares and sole voting power for 36,864 shares. The disclosure attributes holdings to Vanguard Portfolio Management LLC and affiliated business divisions, and was signed on 04/29/2026.
Northern Oil and Gas, Inc. reported first quarter 2026 results with higher volumes but a large GAAP loss driven by non-cash items. Oil and gas sales were $539.9 million and production averaged 148,303 Boe per day, up 10% from the first quarter of 2025.
GAAP net loss was $522.8 million, or $5.31 per share, primarily due to an unrealized mark-to-market loss on derivatives of about $521.4 million and a $268.3 million non-cash impairment. Adjusted Net Income was $74.7 million, and Adjusted EBITDA was $342.5 million, a 21% decrease from a year earlier.
The company generated $323.6 million of operating cash flow and $30.4 million of Free Cash Flow, with capital expenditures of $270.1 million. NOG closed a $464.6 million Ohio Utica acquisition and completed an 8.3 million share equity offering for $227.9 million, ending the quarter with total liquidity of $1.2 billion and paying a quarterly dividend of $0.45 per share.
Northern Oil and Gas, Inc. is asking stockholders to vote at its fully virtual 2026 annual meeting on May 21, 2026. Investors will elect seven directors for one-year terms, ratify Deloitte & Touche LLP as auditor for 2026, and approve on an advisory basis the 2025 compensation of named executive officers.
The proxy highlights strong 2025 performance, including higher production, record cash from operations and Adjusted EBITDA despite lower commodity prices, and more than $230 million returned via dividends and buybacks. Executive pay is heavily performance-based, using cash incentives tied to Adjusted EBITDA and ROCE plus three-year total shareholder return equity awards, alongside detailed governance, committee and ownership disclosures.
Pomerantz Jennifer S. reported acquisition or exercise transactions in this Form 4 filing.
NORTHERN OIL & GAS, INC. director Jennifer S. Pomerantz received a grant of 2,351 shares of Common Stock on March 31, 2026. The shares were awarded at no cash cost under the company’s 2018 Equity Incentive Plan, increasing her direct holdings to 25,129 shares.
Kimble William F reported acquisition or exercise transactions in this Form 4 filing.
NORTHERN OIL & GAS, INC. director William F. Kimble received a stock grant of 1,496 shares of common stock on March 31, 2026. The shares were awarded at a stated price of $0.00 per share as part of equity compensation.
After this grant, Kimble directly holds a total of 19,259 shares of Northern Oil & Gas common stock. The footnote explains that the grant was made under the company’s 2018 Equity Incentive Plan, indicating this is a routine, compensation-related equity award rather than an open-market purchase or sale.
EASLEY ROY ERNEST reported acquisition or exercise transactions in this Form 4 filing.
Northern Oil & Gas, Inc. director Roy Ernest Easley received a grant of 1,496 shares of Common Stock on March 31, 2026. The shares were awarded at $0.00 per share as equity compensation under the company’s 2018 Equity Incentive Plan. Following this grant, Easley directly holds 86,666 shares of Northern Oil & Gas common stock.
Meier Lisa reported acquisition or exercise transactions in this Form 4 filing.
Northern Oil & Gas, Inc. director Lisa Meier received a grant of 1,496 shares of Common Stock as compensation. The shares were awarded at no cash cost to her, bringing her direct holdings to 59,430 shares following the transaction. The grant was made under the company’s 2018 Incentive Plan.