LNG Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for LNG. 5 published articles.
Insider Activity
Over the past 90 days, LNG insiders executed six open-market sales totaling $28.4M with no offsetting purchases, resulting in a neutral insider sentiment score of 0/100. Notable transactions included sales by EVP & Chief Commercial Officer Feygin Anatol ($8.8M), EVP & CFO Davis Zach ($8.7M), and EVP, CLO and Corp Sec Markowitz Sean N ($3.9M). The stock declined 4.1% during the period, while institutional 13F positioning remained mixed. No cluster buying activity or first-buy-in-quarters events were recorded.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 15, 2026 | SHEAR NEAL Adirector | Grant | 1,307 | — |
| May 15, 2026 | Mitchelmore Lorrainedirector | Grant | 1,307 | — |
| May 15, 2026 | Robillard Donald F JRdirector | Grant | 1,432 | — |
| May 15, 2026 | Edwards Brian Edirector | Grant | 809 | — |
| May 15, 2026 | Mitchelmore Lorrainedirector | Tax | 394 | $239.38 |
| May 15, 2026 | MORELAND W BENJAMINdirector | Grant | 1,411 | — |
| May 15, 2026 | Gray Denisedirector | Grant | 1,307 | — |
| May 15, 2026 | Hinz Maasofficer: EVP, Operations | Grant | 2,911 | — |
| May 15, 2026 | COLLAWN PATRICIA Kdirector | Grant | 1,391 | — |
| Apr 1, 2026 | Davis Zachofficer: EVP & CFO | Sell | 29,000 | $300.00 |
| Mar 30, 2026 | Feygin Anatolofficer: EVP & Chief Commercial Officer | Sell | 30,183 | $290.89 |
| Mar 30, 2026 | Feygin Anatolofficer: EVP & Chief Commercial Officer | Sell | 10,249 | $291.24 |
| Mar 30, 2026 | Markowitz Sean Nofficer: EVP, CLO and Corp Sec | Sell | 13,436 | $291.30 |
| Mar 30, 2026 | BOTTA G ANDREAdirector | Sell | 5,000 | $296.47 |
| Mar 30, 2026 | Markowitz Sean Nofficer: EVP, CLO and Corp Sec | Sell | 8,810 | $290.50 |
Source: LNG SEC Form 4 filings, latest May 15, 2026. For informational purposes only — not investment advice.
Research
Can Exxon's $18 Billion Golden Pass Bet Hit Full Throttle by September?
Golden Pass LNG's first cargo departure on April 23 starts a five-month countdown to full 18 mtpa capacity, with Exxon facing a $1.2 billion EBIT upside if the ramp executes cleanly by end of Q3 2026 — or a $900 million cut if delays push full operations into Q4 or later. Wall Street prices 70% odds of on-schedule completion, leaving a 30% tail risk that could drive XOM down 3-5% on a delay announcement.
XOMLNG Stocks to Watch as Asia-Pacific Demand Surges — WDS, COP, CVX Ranked
Australia's reliance on LNG exports amid volatility spotlights US-listed winners like WDS and COP with direct Asia-Pacific ties. The article analyzes six firms' exposure, financials, and ranks conviction amid rising demand.
WDSCVXCOPLNG & SHEL vs. XOM: Who Wins as Iran Ceasefire Crashes Asian Energy Prices
The US-Iran ceasefire on April 8, 2026, is crashing Asian LNG and crude prices, pressuring global suppliers while easing Vietnam's energy security woes. Cheniere and Shell stand out as resilient winners due to contracts and growth, while Exxon faces bigger oil headwinds. Ranked picks favor low-cost, contract-heavy LNG plays.
SHELXOMKMIGulf Conflict Escalation: Mapping the Energy Winners from Middle East Supply Disruption
Gulf conflict escalation threatens Middle East oil supply through the Strait of Hormuz and Red Sea, creating a risk premium that benefits non-Gulf energy producers and LNG exporters. Cheniere Energy and Shell are the top picks for structural LNG upside, while ConocoPhillips, Canadian Natural Resources, and Dorian LPG offer upstream, heavy-oil substitution, and shipping-rate leverage respectively.
COPCNQSHELWhich US LNG exporters gain the most from rerouted European gas flows amid Gulf escalation?
Escalating Gulf tensions are rerouting European LNG demand toward US Gulf Coast exporters. Cheniere Energy (LNG) and Venture Global (VG) are the most direct beneficiaries with expanding terminal capacity, while EQT offers the cheapest upstream exposure at 14x forward P/E with 65% EBITDA margins.
VGEQTCOP
Track LNG with Drillr
SEC filings, earnings calls, insider activity, alt-data signals — all queryable through Drillr's AI terminal and MCP API.
Try Drillr for free