CNX Resources Corp (CNX)

Insider Trading Filed: 2026-05-11

Key Insights

Director William N. Thorndike Jr. acquired 8,770 common shares at $0 price on 05/07/2026, representing a compensation or equity grant rather than open market purchase, suggesting routine equity compensation to board members.
Thorndike's total beneficial ownership stands at 435,355 shares directly owned (including 5,302 deferred stock units) plus 85,000 shares indirectly owned through third-party accounts and trusts, indicating substantial long-term alignment with company.
The transaction involves no derivative securities and represents a straightforward equity grant with no expiration or exercise provisions, typical of director compensation arrangements that carry no inherent selling pressure.

Insider Trading Filed: 2026-05-11

Key Insights

Director Ian R. McGuire acquired 9,466 shares on 05/07/2026 at $0 price, likely representing compensation (with 9,399 being deferred stock units), indicating ongoing director compensation through equity grants.
McGuire disposed of 67,459 shares on 05/08/2026 and simultaneously acquired the same amount indirectly through a trust, suggesting a restructuring of ownership form rather than a net sale, which minimizes negative insider selling signals.
Total beneficial ownership increased from 93,127 to 160,586 shares (72% increase) following these transactions, demonstrating McGuire's substantial stake alignment with shareholder interests as a director.

Insider Trading Filed: 2026-05-11

Key Insights

Director Bernard Lanigan Jr. acquired 5,568 restricted stock units on 05/07/2026 at $0 price, indicating a vesting event rather than an open-market purchase, which is routine executive compensation activity.
Lanigan's total beneficial ownership across direct and indirect holdings is approximately 1.26 million shares, demonstrating substantial long-term alignment with CNX Resources as a significant shareholder and board member.
The transaction reflects standard equity compensation rather than meaningful insider buying or selling, providing limited signal about management's confidence in near-term stock performance or company direction.
Multiple indirect holdings through various LLCs and trusts suggest sophisticated estate and investment planning by Lanigan, though he disclaims beneficial ownership of certain entities, limiting inference about concentrated positions.

Insider Trading Filed: 2026-05-11

Key Insights

Director Maureen Lally-Green acquired 9,048 common shares on 05/07/2026 at $0 price, indicating a grant or equity compensation rather than a market purchase, which is typical for director compensation.
Following the transaction, Lally-Green beneficially owns 178,625 total shares, with 5,568 as restricted stock units and 11,341 as deferred stock units, showing meaningful equity stake alignment with shareholders.
The transaction was executed on 05/07/2026 but filed on 05/11/2026, representing standard four-day reporting delay within SEC compliance requirements for Form 4 filings.

Insider Trading Filed: 2026-05-11

Key Insights

Director Nicholas J. Deiuliis acquired 8,352 shares at $0 price on 05/07/2026, indicating a stock award or equity compensation grant rather than open market purchase, which is typical for director compensation.
Total beneficial ownership increased to approximately 2.66 million shares when combining direct holdings (2,391,608 shares including 5,568 RSUs and 2,784 DSUs) and indirect trust holdings (270,436 shares across two trusts), demonstrating significant alignment with shareholder interests.
The filing shows no derivative securities transactions, and the insider disclaims beneficial ownership of trust-held shares despite reporting them, suggesting conservative disclosure practices and proper governance.
No open market selling activity is reported, which could be viewed as a neutral signal - neither indicating strong insider confidence through buying nor signaling insider concern through selling.

Insider Trading Filed: 2026-05-11

Key Insights

Director Clarkson J. Palmer acquired 5,568 restricted stock units (RSUs) on 05/07/2026 at $0 price, indicating a compensatory grant rather than open market purchase, which is typical for board compensation.
Palmer's direct beneficial ownership increased to 250,001 shares following the transaction, with footnote 2 revealing the composition: 5,568 RSUs and 44,998 deferred stock units, demonstrating significant equity stake aligned with shareholder interests.
Palmer transferred 1,000 shares to an indirect holding on the same date while establishing five UTMA custodial accounts for grandchildren (200 shares each in four accounts, 200 in the fifth), suggesting estate planning and long-term family wealth transfer strategy.
The transaction involved no cash consideration ($0 price) for most acquisitions, consistent with equity compensation practices for directors, with no evidence of insider selling which could signal confidence in the company.

Insider Trading Filed: 2026-05-11

Key Insights

Director Robert Agbede acquired 5,568 restricted stock units (RSUs) on 05/07/2026 at $0 per share, representing a standard equity compensation grant rather than open market purchase activity.
Post-transaction beneficial ownership stands at 44,205 total shares held directly, indicating meaningful insider stake alignment with shareholder interests.
The acquisition structure through RSUs with zero exercise price is typical director/executive compensation and provides no signal regarding insider confidence in near-term stock direction or valuation.
Filing by attorney-in-fact Sarah Molinero on behalf of the reporting person is routine administrative processing with no unusual circumstances indicated.

Current Report Filed: 2026-05-11

Key Insights

All eight director nominees were successfully re-elected with strong majority support, with Nicholas DeIuliis, Ian McGuire, and Alan Shepard receiving over 99% approval votes, indicating solid shareholder confidence in board leadership.
Ernst & Young LLP was ratified as the independent auditor with 99.5% shareholder approval (133.8M for vs. 551K against), suggesting no audit-related concerns or controversies.
Executive compensation received advisory approval from 97.7% of voting shareholders, demonstrating alignment between management and shareholders on pay practices despite some abstentions.
Broker non-votes of 9.2M shares (~6% of total) on director and compensation proposals indicate a significant portion of retail shareholders did not participate in voting, which is relatively typical but worth monitoring.

Insider Trading Filed: 2026-05-06

Key Insights

Director William N. Thorndike Jr. exercised 83,097 stock options at $13.1857 per share on 05/04/2026, representing a significant in-the-money exercise with current stock trading well above the strike price (~$38.25 based on sale prices).
Immediately following the option exercise, Thorndike sold 28,800 shares at a weighted average price of $38.2481, suggesting a cashless exercise or partial profit-taking strategy rather than a strong conviction buy signal.
After the transaction, Thorndike maintains direct beneficial ownership of 426,585 shares plus indirect ownership of 85,000 shares (through third-party account and trust), indicating substantial ongoing stake in CNX Resources despite the recent sale.
The stock option exercised reflects an anti-dilution adjustment from CNX's 2017 spin-off from CONSOL Energy, and vested on 05/09/2017, suggesting this is a legacy equity award being realized after significant appreciation.

Quarterly Report Filed: 2026-04-30

Key Insights

The filing shows CNX Resources' Q1 2026 financial position with detailed segment reporting across Oil & Gas Exploration and Production, natural gas gathering/transportation, and purchased gas operations, indicating a diversified operational structure.
Multiple debt instruments are outstanding including convertible senior notes due 2026 and senior notes due January 2029, along with revolving credit facilities, which represent significant financing obligations requiring close monitoring for refinancing needs.
The filing contains extensive disclosures on employee equity compensation plans including stock options, restricted stock units, and performance share units, suggesting the company is using equity incentives for talent retention.
The truncated nature of the document prevents assessment of full Q1 2026 operating results, revenue trends, production volumes, and margin performance which are critical for investment analysis.

Current Report Filed: 2026-04-30

Key Insights

CNX Resources released Q1 2026 earnings results on April 30, 2026, disclosing financial and operational performance through a website posting and attached supplemental information.
The filing is a routine 8-K disclosure of quarterly results with no material agreements, leadership changes, or significant corporate events mentioned that would indicate material developments.
All disclosed information is furnished but not filed, meaning it is not subject to Section 18 liabilities and will not be incorporated into other SEC filings unless specifically referenced.

Insider Trading Filed: 2026-03-25

Key Insights

Maureen Lally-Green, a director of CNX Resources Corp, exercised 29,915 stock options and immediately sold 23,631 common shares on March 23, 2026.
The sale of shares was executed at a weighted average price of $39.5143, with some shares sold at prices ranging from $39.00 to $39.98.
Following the transaction, Lally-Green now directly owns 169,577 common shares, including 6,762 restricted stock units and 11,031 deferred stock units.

Current Report Filed: 2026-02-26

Key Insights

CNX Resources Corporation completed a private offering of $500 million aggregate principal amount of 5.875% senior notes due 2034, which will provide the company with additional financing for its operations.
The senior notes include various covenants that limit the company's ability to take on additional debt, make distributions, and engage in certain transactions, providing investors with some protections.
The notes can be redeemed by the company starting in 2029, which gives the company flexibility to refinance the debt in the future if market conditions are favorable.

Current Report Filed: 2026-02-24

Key Insights

CNX Resources Corporation has completed a cash tender offer to retire its outstanding 6.000% senior notes due 2029, which could lead to debt reduction and improved financial flexibility.
The company did not provide any additional details on the tender offer, such as the amount of notes repurchased or the impact on its balance sheet.
Investors should monitor future filings for more information on CNX's capital structure and debt management strategy.

Insider Trading Filed: 2026-02-23

Key Insights

Bernard Lanigan Jr., a director of CNX Resources Corp, exercised 46,119 stock options and immediately sold the same number of shares at an average price of $40.60, indicating potential portfolio rebalancing.
Lanigan also holds significant indirect ownership stakes in CNX through various investment vehicles, suggesting he has a substantial economic interest in the company.
The transaction appears to be a routine exercise and sale of stock options, and not indicative of any major changes in Lanigan's or the company's outlook.

Current Report Filed: 2026-02-18

Key Insights

CNX Resources Corporation has issued $500 million in 5.875% senior notes due 2034, which could provide additional financing flexibility and support the company's operations.
The notes offering was made through a private placement with Wells Fargo Securities, LLC as the representative of the initial purchasers, indicating the company's ability to access capital markets.
The company and its subsidiaries have provided customary representations, warranties, and indemnifications in the purchase agreement, which is standard practice for this type of transaction.

Current Report Filed: 2026-02-17

Key Insights

CNX Resources Corporation announced a private offering of $500 million in senior notes due 2034, which could provide additional financing and flexibility for the company's operations.
The company also announced the commencement of a cash tender offer for any and all of its outstanding 6.000% senior notes due 2029, which could potentially refinance existing debt at more favorable terms.
The filing does not provide any details on the company's financial performance or business outlook, so the overall significance of these events is limited without additional context.

Annual Report Filed: 2026-02-10

Key Insights

CNX Resources Corp reported strong natural gas and NGL production in 2025, indicating growth in their core upstream operations.
The company's balance sheet appears stable, with manageable debt levels and adequate liquidity from their revolving credit facilities.
However, the filing indicates potential headwinds from volatile commodity prices and competitive pressures in the oil and gas industry.

Insider Trading Filed: 2026-02-03

Key Insights

The reporting person, Everett W. Good, acquired a total of 2,306 common shares of CNX Resources Corp (CNX) through vesting of Performance-Based Restricted Stock Units and Performance Share Units, indicating continued management commitment to the company.
The reporting person also disposed of 920 common shares through automatic withholding to satisfy tax liabilities, suggesting a balanced approach to managing their equity position.
The overall increase in the reporting person's beneficial ownership, from 41,654 shares to 42,912 shares, suggests a positive long-term outlook on the company's performance.

Insider Trading Filed: 2026-02-03

Key Insights

The reporting person, Nicholas J. Deiuliis, acquired a significant number of common shares in CNX Resources Corp (CNX) through vesting of performance-based restricted stock units and performance share units, indicating a strong alignment with the company's long-term success.
The reporting person also disposed of a portion of his shares to cover tax liabilities, suggesting a prudent approach to managing his equity position.
The reporting person holds a substantial number of shares, both directly and indirectly through trusts for his children, demonstrating a substantial ownership interest in the company.

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