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.
TXNM Energy, Inc. has notified holders that its 5.75% Junior Subordinated Convertible Notes due 2054 are convertible at the holders’ option from April 1, 2026 through June 30, 2026. The notes convert at a rate of 22.5382 shares of common stock per $1,000 principal, equivalent to a conversion price of about $44.37 per share.
For any conversion during this period, TXNM will deliver a new series of 5.75% non-convertible junior subordinated notes due 2054 equal to the principal amount converted, plus shares of common stock (and cash in lieu of fractions) only for any value above principal, calculated over a 60-trading-day observation period. The company warns these new non-convertible notes may be less liquid and less attractive than similar securities such as its 7.000% junior subordinated notes due 2056. The filing also reiterates the pending merger at $61.25 in cash per share with an affiliate of Blackstone Infrastructure Partners and explains that, if completed, the merger would be a “make-whole fundamental change” giving noteholders a separate, time-limited cash-only conversion right based on the merger price.
TXNM Energy Inc received an amended Schedule 13G/A filing from The Vanguard Group reporting that, following an internal realignment, Vanguard disaggregated certain subsidiaries and now reports 0 shares beneficially owned and 0% of the class. The filing notes the internal realignment on January 12, 2026 and is signed by Vanguard's Head of Global Fund Administration on March 27, 2026.
TXNM Energy Inc President and CEO Joseph Don Tarry reported multiple equity award transactions dated March 7, 2026. Several restricted stock rights were exercised for no cash price, converting into shares of common stock as part of previously granted awards that vested on that date.
Related Common Stock entries with code "F" reflect shares withheld at $58.88 per share to cover tax obligations arising from these equity settlements. According to the disclosure, TXNM Energy uses a modified share-withholding approach, and only the net shares after tax are delivered to the executive.
TXNM Energy Inc. executive Brian Iverson, General Counsel and Senior Vice President for Regulatory and Public Policy, reported equity award activity effective March 7, 2026. A prior grant of restricted stock rights vested, converting 1,163 restricted stock rights into the same number of common shares.
To cover tax obligations on this vesting, the company withheld 414 common shares at $58.88 per share using a modified share-withholding approach described in the footnotes. After these transactions, Iverson directly held 9,119 shares of common stock and 5,578 restricted stock rights that continue to vest in three equal annual installments.
TXNM Energy Inc. executive chair Patricia K. Collawn reported vesting and settlement of equity awards. On March 7, 2026, several blocks of restricted stock rights were exercised, each right converting into one share of TXNM Energy common stock. Common shares were acquired in multiple transactions linked to these awards.
Separate Form 4 entries show common shares withheld in three transactions coded "F" at $58.88 per share to cover tax obligations from the equity award settlements, consistent with the company’s modified share-withholding approach. After these transactions, Collawn continued to hold a substantial direct ownership position in TXNM common stock.
TXNM Energy SVP and CFO Henry E. Monroy reported equity award activity involving restricted stock rights and common shares. On March 7, 2026, he exercised multiple restricted stock rights, each representing the right to receive one share of TXNM Energy common stock, resulting in new directly held shares.
Some of the resulting common shares were withheld under the company’s modified “share withholding” approach to cover tax obligations at a price of $58.88 per share, with only the net shares delivered to him. After these exercises and tax-withholding dispositions, his direct common stock and restricted stock right holdings increased compared with prior awards that vested on that date.
TXNM Energy VP and Corporate Controller Gerald R. Bischoff reported multiple equity award transactions. On March 7, 2026, he exercised restricted stock rights that convert on a one-for-one basis into TXNM Energy common stock. These awards vest in three equal annual installments under the company’s equity program.
The filing also shows shares of common stock withheld under transaction code “F” at a price of $58.88 per share to cover tax obligations from the vesting and settlement of these equity awards. Under the company’s modified share withholding approach, only the net shares after tax are ultimately delivered to Bischoff.
Jacobson Monique reported acquisition or exercise transactions in this Form 4 filing.
TXNM Energy Inc. reported that senior vice president of corporate services Monique Jacobson received a grant of 1,629 restricted stock rights. Each right represents a contingent right to receive one share of TXNM Energy common stock. The award vests in three equal annual installments, with vested shares delivered on each vesting date or after any blackout period ends.
COLLAWN PATRICIA K reported acquisition or exercise transactions in this Form 4 filing.
TXNM Energy Inc. director and executive chair Patricia K. Collawn received a grant of 13,127 restricted stock rights. Each right represents one share of common stock and vests in three equal annual installments. After this award, she holds 58,261 restricted stock rights directly.
TARRY JOSEPH DON reported acquisition or exercise transactions in this Form 4 filing.
TXNM Energy Inc. President and CEO Tarry Joseph Don reported receiving a grant of 17,194 restricted stock rights on March 3, 2026. Each right represents a contingent right to receive one share of TXNM Energy common stock at no purchase price. The restricted stock units vest in three equal annual installments, with vested shares delivered on the applicable vesting dates, or after any blackout period ends. Following this award, Tarry directly holds 33,207 restricted stock rights.