{"filings":[{"id":94139,"accession_number":"0001628280-26-030031","cik":1621434,"company_name":"Black Stone Minerals, L.P.","ticker":"BSM","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Black Stone Minerals Q1 net income $13.3M; production up 16% QoQ to 35.9 MBoe/d","event_type":"earnings","confidence":"high","bullets":["Net income $13.3M vs $72.2M Q4 2025; revenue $117.5M (+30% QoQ) on higher volumes & prices.","Mineral & royalty production 35.9 MBoe/d (+16% QoQ); total production 37.0 MBoe/d (76% gas).","Distributable cash flow $76.5M; distribution $0.30/unit (1.20x coverage) payable May 15.","Debt reduced to $164M post-quarter; borrowing base reaffirmed at $580M; $10M cash on hand.","Revenant spud 2 wells; one well control incident in April under assessment for commitment impact."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":59359000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106301,"accession_number":"0001621434-26-000015","cik":1621434,"company_name":"Black Stone Minerals, L.P.","ticker":"BSM","form_type":"8-K","filed_at":"2026-02-24T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Black Stone Minerals Q4 2025 earnings: net income $72.2M, production down 11% QoQ, 2026 growth expected","event_type":"earnings","confidence":"high","bullets":["Net income Q4 2025 $72.2M vs $91.7M Q3 2025 and $46.3M Q4 2024; Adjusted EBITDA $76.7M vs $88.1M Q3.","Mineral & royalty production 30.9 MBoe/d, down 11% from Q3 2025 (34.7 MBoe/d) and from Q4 2024 (34.8 MBoe/d).","Q4 distribution $0.30/unit, coverage 1.05x; full year 2025 distribution $1.28/unit.","Acquired $114.5M mineral interests in 2025; debt $156M as of Feb 20, 2026 with $5.1M cash.","2026 guidance: expects production growth; new agreements with Revenant and Caturus add 8 wells in 2026, rising to 37 by 2031."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":469919000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106300,"accession_number":"0001621434-26-000010","cik":1621434,"company_name":"Black Stone Minerals, L.P.","ticker":"BSM","form_type":"8-K","filed_at":"2026-02-10T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Black Stone Minerals appoints Anne Hamman to Board and Audit Committee","event_type":"leadership","confidence":"high","bullets":["Anne Hamman appointed to Board and Audit Committee effective February 4, 2026.","No arrangements with any person for appointment; no family relationships with other directors or officers.","Will receive standard non-employee director compensation as disclosed in April 2025 proxy statement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106299,"accession_number":"0001621434-26-000005","cik":1621434,"company_name":"Black Stone Minerals, L.P.","ticker":"BSM","form_type":"8-K/A","filed_at":"2026-01-07T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Black Stone Minerals discloses compensation for new leadership team effective Jan 1, 2026","event_type":"leadership","confidence":"high","bullets":["Executive Chairman Thomas L. Carter Jr.: $450k salary, $450k STI target, $1.6M LTI target.","Co-CEOs Fowler T. Carter and Taylor DeWalch each: $425k salary, $425k STI, $2.4M LTI.","CFO Chris Bonner: $320k salary, $320k STI, $1.28M LTI target.","Bonner to enter severance agreement similar to other officers; not yet executed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122607,"accession_number":"0001621434-25-000136","cik":1621434,"company_name":"Black Stone Minerals, L.P.","ticker":"BSM","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"BSM CEO to become Executive Chairman; co-CEOs appointed in succession plan","event_type":"leadership","confidence":"high","bullets":["Thomas L. Carter, Jr. transitions to Executive Chairman on Jan 1, 2026; current Chair, CEO, Pres.","Fowler Carter and Taylor DeWalch appointed co-CEOs and to Board effective Jan 1, 2026.","Chris Bonner promoted to SVP, CFO, Treasurer; Erin Phillips becomes Controller and principal accounting officer.","William Mathis resigned from Board on Oct 30, 2025; no disagreement.","Fowler Carter is son of Thomas Carter; Taylor DeWalch is son of director Mark DeWalch (related parties)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122606,"accession_number":"0001621434-25-000130","cik":1621434,"company_name":"Black Stone Minerals, L.P.","ticker":"BSM","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Black Stone Q3 net income $91.7M; distribution $0.30/unit; CEO succession to co-CEOs in Jan 2026","event_type":"earnings","confidence":"high","bullets":["Q3 net income $91.7M, Adjusted EBITDA $86.3M, distributable cash flow $76.8M; distribution $0.30/unit (1.21x coverage).","Mineral/royalty production 34.7 MBoe/d (+5% QoQ); oil & gas revenue $100.2M (-2% QoQ); avg realized price $30.01/Boe.","Credit facility amended, maturity extended to Oct 2030, borrowing base reaffirmed at $580M; debt reduced to $73M as of Oct 31.","Tom Carter becomes Executive Chairman; Fowler Carter and Taylor DeWalch co-CEOs effective Jan 1, 2026; Chris Bonner promoted to SVP/CFO.","Director Will Mathis resigned Oct 30 (not due to disagreement); Will Randall named Chair of Nominating & Governance Committee."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":351216000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139309,"accession_number":"0001621434-25-000126","cik":1621434,"company_name":"Black Stone Minerals, L.P.","ticker":"BSM","form_type":"8-K","filed_at":"2025-09-17T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Black Stone Minerals posts updated investor presentation; no material new facts disclosed in filing text","event_type":"other","confidence":"low","bullets":["Filing under Item 7.01 with an updated investor presentation dated September 16, 2025.","Presentation posted on company website for use in conferences and investor meetings.","No financial results, guidance changes, or other specific material events identified in the filing.","Exhibit text not available; confidence in substantive content is low."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139308,"accession_number":"0001621434-25-000119","cik":1621434,"company_name":"Black Stone Minerals, L.P.","ticker":"BSM","form_type":"8-K","filed_at":"2025-08-27T23:59:59+00:00","items":["1.01","3.03","9.01"],"status":"ready","headline":"Black Stone Minerals enters voting and standstill agreement with preferred unitholder AP Basileia","event_type":"other_material","confidence":"high","bullets":["AP Basileia holds 14.7M preferred units; agrees to vote with Board on ordinary matters, standstill until Nov 2027.","BSM agrees not to redeem preferred units during same period (through Nov 27, 2027).","Standstill caps AP Basileia ownership at below 11% of common units on an as-converted basis.","Transfers of preferred units require transferee to be bound by agreement, with exceptions for open-market sales of acquired common."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139307,"accession_number":"0001621434-25-000105","cik":1621434,"company_name":"Black Stone Minerals, L.P.","ticker":"BSM","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Black Stone Minerals Q2 net income $120M; cuts 2025 production guidance to 33-35 MBoe/d","event_type":"earnings","confidence":"high","bullets":["Q2 2025 net income $120.0M, Adjusted EBITDA $84.2M, distributable cash flow $74.8M.","Total production 34.6 MBoe/d (-14% YoY); mineral & royalty 33.2 MBoe/d.","Distribution cut to $0.30/unit (-20% QoQ); 1.18x coverage; payable Aug 14.","2025 production guidance lowered to 33-35 MBoe/d from 38-41 MBoe/d due to delayed nat gas growth.","New development agreement with Revenant Energy covering ~270k gross acres; marketing 180k additional acres."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":218746000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156876,"accession_number":"0001621434-25-000090","cik":1621434,"company_name":"Black Stone Minerals, L.P.","ticker":"BSM","form_type":"8-K","filed_at":"2025-06-30T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Senior VP and Chief Commercial Officer Carrie Clark departs BSM; signed separation agreement","event_type":"leadership","confidence":"high","bullets":["Clark receives lump sum cash payment of $826,173 plus up to 12 months COBRA reimbursement.","Accelerated vesting of 18,339 restricted common units and 58,552 performance units (settled in common units).","111,751 aspirational performance units remain subject to performance-based vesting.","Clark to provide consulting services through Sep 30, 2025 at $33,333 per month.","Clark remains bound by confidentiality, non-competition, and non-solicitation covenants."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156875,"accession_number":"0001621434-25-000086","cik":1621434,"company_name":"Black Stone Minerals, L.P.","ticker":"BSM","form_type":"8-K","filed_at":"2025-06-18T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Black Stone Minerals’ Chief Commercial Officer Carrie Clark departs; unitholders approve new LTIP","event_type":"leadership","confidence":"high","bullets":["Carrie Clark, SVP & Chief Commercial Officer, departed effective June 17, 2025; separation agreement expected.","Unitholders approved 2025 LTIP reserving 6,700,000 common units (3,511,907 new plus 3,188,093 from prior plan).","All ten director nominees elected; Deloitte & Touche ratified as auditor; advisory say-on-pay approved with ~97% support.","Prior LTIP expired May 6, 2025; no further awards under it; outstanding awards continue under old plan terms."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}