PEABODY ENERGY CORP (BTU)

AI-Powered SEC Filing Analysis

Insider Trading Filed: 2026-05-12

Key Insights

  • Director Clayton D. Walker acquired 5,616 restricted stock units (RSUs) on 05/08/2026 at no cost, vesting in one year, indicating equity compensation typical for board members rather than discretionary open-market buying.
  • The acquisition brings Walker's total beneficial ownership to 7,884 common shares, a relatively modest stake for a director, suggesting limited personal financial commitment to the company's performance.
  • The use of RSUs as compensation rather than cash bonuses may reflect Peabody Energy's capital preservation strategy in the coal industry, which faces long-term headwinds from energy transition trends.
Insider Trading Filed: 2026-05-12

Key Insights

  • Director Robert A Malone acquired 5,298 restricted stock units (RSUs) on 05/08/2026 at no cost, bringing his total beneficial ownership to 58,569 shares, indicating company confidence in leadership compensation.
  • The RSUs vest on the first anniversary of grant date, representing a standard equity incentive for directors that aligns insider interests with long-term shareholder value.
  • This is a routine equity grant transaction with no selling activity, suggesting no insider concern about BTU's near-term prospects at the time of filing.
Insider Trading Filed: 2026-05-12

Key Insights

  • Director Joe W Laymon acquired 5,298 restricted stock units (RSUs) on 05/08/2026 at $0 exercise price, representing a standard equity compensation grant rather than open market purchase.
  • RSUs vest on the first anniversary of grant date, indicating this is a one-year vesting schedule typical of director compensation packages at Peabody Energy.
  • Following this transaction, Laymon's total beneficial ownership stands at 59,689 shares directly held, suggesting meaningful personal stake in company performance.
  • The filing shows no derivative securities in the table, indicating this is pure equity compensation with no option or warrant components attached.
Insider Trading Filed: 2026-05-12

Key Insights

  • Director Georganne Hodges acquired 5,616 restricted stock units (RSUs) at no cost on 05/08/2026, with vesting expected on the first anniversary, indicating equity compensation for board service rather than open-market purchases.
  • The acquisition of RSUs at $0 price represents standard director compensation rather than a vote of confidence in stock value, and the reporting person now beneficially owns 8,021 shares total in direct form.
  • This routine insider transaction has no implications for near-term stock direction, as RSU grants are formulaic compensation decisions made by compensation committees rather than discretionary buying signals from insiders.
Insider Trading Filed: 2026-05-12

Key Insights

  • Director Stephen E. Gorman acquired 5,298 restricted stock units (RSUs) on 05/08/2026 at no cost, vesting on the first anniversary, bringing his total beneficial ownership to 57,604 shares.
  • The RSU grant represents a compensation mechanism rather than open-market stock purchases, indicating confidence in the company but typical for director compensation packages.
  • No derivative securities or options were involved in this transaction, suggesting straightforward equity compensation without leveraged positions.
  • As a Director (not an Officer or 10% Owner), this acquisition represents routine insider compensation activity and does not signal material strategic changes or major directional bets on the stock.
Insider Trading Filed: 2026-05-12

Key Insights

  • Director Nicholas J. Chirekos acquired 5,298 restricted stock units (RSUs) on 05/08/2026 at $0 cost, representing a standard equity compensation grant that vests on the first anniversary.
  • Following this transaction, Chirekos beneficially owns 44,551 common shares directly, indicating meaningful long-term alignment with company performance.
  • The RSU grant to a board member suggests Peabody Energy continues its standard compensation practices for directors, with no unusual transaction timing or pricing anomalies.
  • As a director (not officer), this insider transaction represents routine equity-based compensation rather than discretionary open market buying, which limits inference about management's near-term stock outlook.
Insider Trading Filed: 2026-05-12

Key Insights

  • Director William H. Champion acquired 5,298 restricted stock units (RSUs) on 05/08/2026 at $0 price, indicating a grant rather than open market purchase, which is typical executive compensation.
  • The RSUs vest on the first anniversary of the grant date, showing a one-year vesting schedule that aligns the director's interests with long-term company performance.
  • Post-transaction beneficial ownership stands at 43,089 shares/units, suggesting meaningful equity stake by the director in Peabody Energy, a positive signal of insider confidence.
  • The filing was executed by an attorney-in-fact (Caitlin Reardon-Ashley) rather than the reporting person directly, which is standard administrative practice but represents a routine, non-material transaction.
Insider Trading Filed: 2026-05-12

Key Insights

  • Director Margaret Katherine Banks acquired 5,298 restricted stock units (RSUs) on 05/08/2026 at no cost, vesting on the first anniversary of grant date, bringing her total beneficial ownership to 22,410 shares.
  • The grant of RSUs to a director represents typical equity compensation rather than open market purchase activity, indicating confidence-neutral insider action aligned with standard corporate compensation practices.
  • No derivative securities were exercised or disposed of in this transaction, and the filing shows no concerning selling patterns that would signal director lack of confidence in the company's prospects.
Insider Trading Filed: 2026-05-11

Key Insights

  • Director Andrea E. Bertone sold 4,584 shares at $24.43 on 05/07/2026, reducing her direct holdings, which could signal reduced conviction or portfolio rebalancing rather than distress given the moderate transaction size.
  • Bertone acquired 5,298 restricted stock units on 05/08/2026 with zero consideration, representing standard equity compensation that vests over one year and indicates ongoing director-level incentive alignment with the company.
  • Net position increased from 41,613 to 46,911 shares following both transactions, suggesting the RSU grant exceeded the share sale, demonstrating management's continued confidence in retaining equity stakes at current valuation levels.
Current Report Filed: 2026-05-07

Key Insights

  • All 10 directors were successfully re-elected with strong shareholder support (ranging from 85.8% to 87.1% approval), indicating stable board composition and investor confidence in current leadership.
  • The 2026 Incentive Plan was approved by shareholders with 86.3 million votes in favor, enabling the company to continue executive compensation through equity awards for employee retention and motivation.
  • Chairman Bob Malone submitted an age-75 resignation letter per corporate governance guidelines but the Board rejected it and authorized him to continue serving an additional year, with plans to create a Vice Chair role after 2027—signaling potential leadership transition planning.
  • Executive compensation received strong advisory approval (85.9 million votes for, 1.5 million against), demonstrating shareholder satisfaction with the company's compensation structure and executive pay practices.
  • Ernst & Young LLP was ratified as independent auditor with overwhelming support (102.3 million votes), reflecting strong stakeholder confidence in financial reporting oversight and audit quality.
Quarterly Report Filed: 2026-05-06

Key Insights

  • The filing shows segment-level reporting across thermal coal (domestic and seaborne) and metallurgical coal operations, indicating diversified coal portfolio exposure across multiple mining regions including Powder River Basin and other U.S. thermal operations.
  • The Q1 2026 filing (filed May 6, 2026) contains detailed geographic and product-level segmentation data, suggesting management is maintaining transparency on operational performance across domestic and foreign markets during an evolving energy transition period.
  • Multiple stock classes are tracked including preferred stock, common stock, and treasury stock, with detailed equity activity metrics indicating active capital management and potential shareholder return activities during the quarter.
Current Report Filed: 2026-05-05

Key Insights

  • Peabody Energy announced Q1 2026 financial results with accompanying guidance for Q2 and full-year 2026, indicating management confidence in operational performance and forward visibility.
  • The Board declared a quarterly dividend of $0.075 per share payable in June 2026, suggesting the company maintains sufficient cash generation to return capital to shareholders despite coal industry headwinds.
  • This routine earnings announcement and dividend declaration represent standard corporate communications with no indication of material business disruptions, asset impairments, or strategic pivots.
Current Report Filed: 2026-03-30

Key Insights

  • Peabody Energy experienced greater-than-anticipated mine commissioning challenges at the Centurion Mine, resulting in lower-than-expected sales volume of approximately 250,000 tons in Q1 2026.
  • Despite the Centurion Mine's production issues, Peabody's full-year 2026 metallurgical coal volume targets remain unchanged at 10.3-11.3 million tons, indicating the company's overall operational resilience.
  • Peabody will report its full Q1 2026 results on May 5, 2026, providing investors with more detailed financial information and updates on the company's performance.
Insider Trading Filed: 2026-03-12

Key Insights

  • Insider Margaret Katherine Banks acquired 39 shares of Peabody Energy stock, increasing her direct ownership to 17,112 shares.
  • The share acquisition was a result of exempt dividend equivalents on prior deferred stock unit awards, indicating she is holding onto her Peabody Energy stake.
  • Insider buying can signal confidence in the company's outlook, though the small transaction size suggests it may not be a major signal.
Insider Trading Filed: 2026-03-12

Key Insights

  • The reporting person, Clayton D. Walker, acquired 5 shares of Peabody Energy Corp (BTU) common stock through exempt dividend equivalents on prior deferred stock unit awards.
  • The total number of shares beneficially owned by the reporting person following this transaction is 2,268 shares, indicating a relatively small direct ownership stake in the company.
  • This transaction appears to be a routine, non-discretionary acquisition of shares and does not indicate any significant change in the reporting person's ownership or investment strategy.
Insider Trading Filed: 2026-03-12

Key Insights

  • The reporting person, Robert A. Malone, acquired 49 shares of Peabody Energy Corp (BTU) common stock on March 10, 2026, indicating insider buying activity.
  • The purchase price of $32.56 per share suggests the insider sees potential upside in the company's stock price.
  • The insider's total direct beneficial ownership in the company increased to 53,271 shares following the reported transaction.
Insider Trading Filed: 2026-03-12

Key Insights

  • The reporting person, Joe W. Laymon, acquired 113 shares of Peabody Energy Corporation (BTU) common stock on March 10, 2026 at a price of $32.56 per share, increasing his direct beneficial ownership to 54,391 shares.
  • The shares acquired represent exempt dividend equivalents on prior deferred stock unit awards, indicating the reporting person is receiving additional equity compensation from the company.
  • As a director of Peabody Energy, this insider transaction suggests continued confidence in the company's outlook and potential future stock price appreciation.
Insider Trading Filed: 2026-03-12

Key Insights

  • Insider Georganne Hodges acquired 5 shares of Peabody Energy Corp (BTU) at $32.56 per share, increasing her direct ownership to 2,405 shares.
  • This transaction appears to be related to dividend equivalents on prior deferred stock unit awards, rather than an open market purchase.
  • The small size of the transaction suggests it is a routine event and may not signal any significant change in Hodges' investment strategy or outlook on the company.
Insider Trading Filed: 2026-03-12

Key Insights

  • STEPHEN E. GORMAN, a director of PEABODY ENERGY CORP (BTU), acquired 44 shares of common stock on 03/10/2026 at a price of $32.56 per share, increasing his direct beneficial ownership to 52,306 shares.
  • The transaction appears to be dividend equivalents on prior deferred stock unit awards, indicating ongoing alignment between Gorman and Peabody's shareholders.
  • Insider buying, even in small amounts, can be seen as a positive signal about the company's prospects from a long-term director.
Insider Trading Filed: 2026-03-12

Key Insights

  • The reporting person, Nicholas J. Chirekos, acquired 46 shares of Peabody Energy Corp (BTU) common stock on March 10, 2026, likely through dividend equivalents on prior deferred stock unit awards.
  • Chirekos, a director of the company, now beneficially owns 39,253 shares of Peabody Energy common stock directly.
  • This transaction represents a minor increase in Chirekos' direct ownership of Peabody Energy shares, potentially signaling his continued commitment to the company.

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Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.