No trading action warranted. The peer group correction may slightly alter the relative TSR calculation for 2025 PSUs, but the effect is immaterial to the company's financials or stock. Monitor the June 11 annual meeting for any activist or dissident developments, given the cross-filing context of recent board/exec changes.
Price Chart
Executive Summary
Matador Resources filed an amendment (DEFA14A) to its 2026 definitive proxy statement solely to correct the peer group table used for assessing relative total shareholder return under 2025 PSU grants. The original proxy inadvertently listed incorrect peer companies; the corrected table now includes 11 peers (e.g., APA Resources, Chord Energy, Devon Energy) plus the XOP ETF. This is a routine administrative correction with no financial or strategic impact.
Key Financial Metrics
Key Facts
- Filed as Amendment No. 1 to the 2026 Definitive Proxy Statement (DEFA14A) on May 13, 2026.
- Corrects the peer group table for 2025 PSU grants under Executive Compensation – Compensation Discussion and Analysis.
- Original proxy inadvertently listed incorrect peer companies; corrected list includes 11 named peers and the XOP ETF.
- Annual Meeting scheduled for June 11, 2026, at 9:30 a.m. CT in Dallas, Texas.
- Shareholders who already voted need not take action; votes can be changed or revoked before the meeting.
Financial Impact
No financial impact — administrative correction only.
Risk Factors
- None from this filing; the correction is purely administrative.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| DEFA14A Filing (Primary) | 0001520006-26-000026 |
| Document: 0001520006-26-000026-index-headers.html | 0001520006-26-000026 |
| Document: 0001520006-26-000026-index.html | 0001520006-26-000026 |
| Document: 0001520006-26-000026.txt | 0001520006-26-000026 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 4d ago | 8-K | $56.79 | awaiting T+60 | — | $59.96 (+5.58%) |
Oct 5, 2026 21d ago | 8-K | $53.01 | awaiting T+60 | — | $59.96 (+13.11%) |
Aug 31, 2026 8w ago | Insider Cluster | $58.01 | awaiting T+60 | — | $59.96 (+3.36%) |
Aug 14, 2026 10w ago | Insider Cluster | $53.69 | awaiting T+60 | — | $59.96 (+11.68%) |
Aug 12, 2026 10w ago | Insider Cluster | $52.51 | awaiting T+60 | — | $59.96 (+14.19%) |
Jul 24, 2026 13w ago | 8-K | $50.81 $57.38 | ▲ +12.93% | ▲ +9.64% | $59.96 (+18.01%) |
Jun 17, 2026 18w ago | Insider Cluster | $49.56 $61.18 | ▲ +23.45% | ▲ +21.55% | $59.96 (+20.98%) |
Jun 16, 2026 18w ago | 8-K | $50.40 $61.05 | ▲ +21.13% | ▲ +17.98% | $59.96 (+18.97%) |
Jun 11, 2026 19w ago | Institutional Cluster | $53.62 $59.15 | ▲ +10.31% | ▲ +5.92% | $59.96 (+11.82%) |
Jun 11, 2026 19w ago | Insider Cluster | $53.62 $59.15 | ▲ +10.31% | ▲ +5.92% | $59.96 (+11.82%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers