SecBot SecBot
DEFA14A ·Filed May 1, 2026

OGS

ONE Gas, Inc.
NEUTRAL
Impact 2/10
Horizondays Processed5mo ago SEC0001193125-26-201586
Proxy solicitation materials
Actionable Insight • Neutral

Routine proxy reminder — no trading signal. Monitor the May 21 meeting outcome for the ESPP share authorization vote, which could result in modest future dilution if fully utilized. The stock is not expected to move on this filing.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d
OGS ▼ -10.14% at T+60d
NEUTRAL call -10.14% · α vs SPY -12.00% · entry $88.82 → $79.81
Entry = T+0 close
May 1, 2026
via day close
T+1d
-2.40%
call -2.40% · α -3.19%
$86.69
settled 6mo ago
T+5d
-4.35%
call -4.35% · α -7.28%
$84.96
settled 6mo ago
T+20d
-14.41%
call -14.41% · α -20.06%
$76.02
settled 5mo ago
T+60d
-10.14%
call -10.14% · α -12.00%
$79.81
settled 3mo ago

Price Chart

Loading chart...

Executive Summary

ONE Gas filed a DEFA14A reminder letter urging shareholders to vote ahead of the May 21, 2026 annual meeting. The board recommends voting FOR all four proposals: electing eight director nominees, ratifying PwC as auditor, amending the ESPP to add 700,000 shares, and approving executive compensation on an advisory basis. This is a routine solicitation follow-up with no new material information.

Key Financial Metrics

Vote
director election
Meeting
2026-05-21

Key Facts

  • Annual meeting scheduled for May 21, 2026 at 9:00 a.m. CDT, virtual-only format
  • Board recommends FOR election of eight director nominees for one-year terms
  • Board recommends FOR ratification of PricewaterhouseCoopers LLP as auditor for FY 2026
  • Board recommends FOR amendment of Employee Stock Purchase Plan to add 700,000 shares of common stock
  • Board recommends FOR advisory vote on executive compensation
  • Filing is a reminder/duplicate proxy materials sent to shareholders who have not yet voted
  • Broker non-vote warning: brokers cannot vote on certain proposals without specific instructions

Financial Impact

No financial figures disclosed in this filing. ESPP amendment authorizes 700,000 additional shares but no pricing or dilution impact stated.

Risk Factors

  • Low shareholder turnout could affect vote outcomes on non-routine proposals
  • ESPP share authorization (700,000 shares) represents potential future dilution, though immaterial at ~0.13% of shares outstanding

Market Snapshot

Exchange
NYSE
Sector
Natural Gas Distribution
Analyst Consensus
55% bullish (11 analysts)

Investment Themes

Traditional Energy

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001193125-26-201586
Document: 0001193125-26-201586-index-headers.html0001193125-26-201586
Document: 0001193125-26-201586-index.html0001193125-26-201586
Document: 0001193125-26-201586.txt0001193125-26-201586
9 reports for OGS
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for OGS — sortable, filterable
TypeNow
Sep 25, 2026
4w ago
8-K
NEUTRAL ★ 2/10
$71.66 $78.36▲ +9.35%▲ +9.38%$78.14 (+9.04%)
Aug 4, 2026
11w ago
Press Release
BULLISH ★ 6/10
$79.25 $79.95▲ +0.88%▲ +1.48%$78.14 (−1.40%)
Jul 8, 2026
15w ago
Press Release
NEUTRAL ★ 1/10
$78.83 $79.62▲ +1.00%▼ −1.24%$78.14 (−0.88%)
May 26, 2026
21w ago
8-K
NEUTRAL ★ 2/10
$81.35 $78.63▼ −3.34%▼ −1.44%$78.14 (−3.95%)
May 12, 2026
23w ago
8-K
NEUTRAL ★ 2/10
$83.95 $76.09▼ −9.36%▼ −8.75%$78.14 (−6.92%)
May 4, 2026
25w ago
8-K
MIXED ★ 5/10
$86.69 $77.47▼ −10.64%▼ −15.59%$78.14 (−9.86%)
May 1, 2026
25w ago
DEFA14A
NEUTRAL ★ 2/10
$88.82 $76.02▼ −14.41%▼ −20.06%$78.14 (−12.02%)
Apr 7, 2026
28w ago
8-K
NEUTRAL ★ 3/10
$89.83 $86.69▼ −3.50%▼ −12.04%$78.14 (−13.01%)
Feb 24, 2026
34w ago
8-K
NEUTRAL ★ 2/10
$85.77 $85.22▼ −0.64%▲ +4.59%$78.14 (−8.90%)
Showing 9 of 9

US Market Status

Market Open — Closes in 2h 46m

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
Report published May 1, 2026