{"filings":[{"id":787437,"accession_number":"0001193125-26-252461","cik":1818643,"company_name":"Phoenix Energy One, LLC","ticker":"PHXE-P","form_type":"8-K","filed_at":"2026-06-02T11:00:37+00:00","items":["1.01","9.01"],"status":"ready","headline":"Phoenix Energy enters Amendment No. 9 permitting junior lien note issuance","summary_kind":"llm","event_type":"debt","confidence":"medium","bullets":["Amendment No. 9 to Senior Secured Credit Agreement dated June 1, 2026.","Permits the company to issue certain junior lien notes subject to conditions.","Parties include Phoenix Energy One, Phoenix Operating, guarantors, lenders, and Fortress Credit Corp."],"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":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109039,"accession_number":"0001193125-26-051726","cik":1818643,"company_name":"Phoenix Energy One, LLC","ticker":"PHXE-P","form_type":"8-K","filed_at":"2026-02-13T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Phoenix Energy One amends credit agreement, obtains $75M term loan and waives covenant defaults","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Phoenix Energy One, Phoenix Operating, and Fortress Credit Corp. entered Amendment No. 8 to the senior secured credit agreement on Feb 12, 2026.","Amendment No. 8 established $75 million in discretionary delayed draw term loan commitments, fully drawn on the effective date.","The amendment waived compliance with the total secured leverage ratio (Dec 31, 2025), current ratio (Nov 30, 2025 - Jan 31, 2026), and asset coverage ratio (Dec 31, 2025).","Proceeds from the $75M term loan will finance development of oil and gas properties under the approved plan."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109038,"accession_number":"0001193125-26-018050","cik":1818643,"company_name":"Phoenix Energy One, LLC","ticker":"PHXE-P","form_type":"8-K","filed_at":"2026-01-21T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Phoenix Energy One enters 2026 executive comp agreements; CEO & CFO variable pay percentages cut","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["CEO Ferrari variable comp reduced from 1.1% to 0.9% of assumed 2026 gross revenue.","CFO Allen variable comp reduced from 0.55% to 0.45% of assumed 2026 gross revenue.","CBO Wilson moves to fixed $575K base salary, no longer eligible for variable revenue-based pay."],"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":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125499,"accession_number":"0001193125-25-297812","cik":1818643,"company_name":"Phoenix Energy One, LLC","ticker":"PHXE-P","form_type":"8-K","filed_at":"2025-11-26T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Brandon K. Allen resigns from Phoenix Energy, receives $1M transition payment over 12 months","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Allen resigned Nov 3, 2025; entered Transition & Separation Agreement Nov 20 for advisory role through ~Nov 2026.","Company to pay $1,000,000 in equal installments over 12 months for transition services, subject to compliance.","All Class A and Class B Units previously granted to Allen forfeited for zero consideration upon resignation date.","Agreement includes non-disparagement, confidentiality, cooperation, and reaffirmation of prior restrictive 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,"calibrated_materiality_score":0.5,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125498,"accession_number":"0001193125-25-265604","cik":1818643,"company_name":"Phoenix Energy One, LLC","ticker":"PHXE-P","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Phoenix Energy One COO Brandon Allen resigns; David Scadden named COO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Brandon Allen resigned as COO effective November 3, 2025; no disagreement with company operations or policies.","David Scadden appointed COO effective immediately; previously served as Chief Execution Officer since Sept 2024.","Scadden joined the company’s subsidiary Phoenix Operating LLC as VP Drilling and Completions in Feb 2023.","No compensatory changes or material benefits were provided in connection with Scadden’s appointment as COO."],"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":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125497,"accession_number":"0001193125-25-251644","cik":1818643,"company_name":"Phoenix Energy One, LLC","ticker":"PHXE-P","form_type":"8-K","filed_at":"2025-10-27T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Phoenix Energy One secures $50M Tranche G loan, gets covenant waiver, caps preferred redemptions","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Entered Amendment No. 7 to credit agreement, establishing $350M Tranche G commitments; $50M funded immediately, $300M delayed draw.","Obtained waiver of Current Ratio covenant (min 0.80) for Sept 30, 2025, to cure Specified Default.","Series A Preferred redemptions capped at $5M per quarter, with possible reduction from refinancing transactions.","Proceeds to finance development of oil and gas properties per approved plan."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142238,"accession_number":"0001193125-25-225084","cik":1818643,"company_name":"Phoenix Energy One, LLC","ticker":"PHXE-P","form_type":"8-K","filed_at":"2025-09-30T23:59:59+00:00","items":["3.02","3.03","5.03","5.02","8.01","9.01"],"status":"ready","headline":"Phoenix Energy closes $54M preferred share IPO; begins trading on NYSE American","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Sold 2.7M Series A Cumulative Redeemable Preferred Shares at $20/share for ~$54.1M gross proceeds.","Preferred shares began trading Sept 30, 2025 on NYSE American under ticker PHXE.P.","Annual distribution rate starts at 10%, steps to 10.5% (Oct 2028) and 11% (Oct 2029).","Initial distribution of $0.11111/share payable Oct 15, 2025 to holders of record Oct 1.","Five new directors appointed and Third Amended LLC Agreement adopted to govern preferred share 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":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142237,"accession_number":"0001193125-25-192292","cik":1818643,"company_name":"Phoenix Energy One, LLC","ticker":"PHXE-P","form_type":"8-K","filed_at":"2025-08-29T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Phoenix Energy launches $75M preferred share IPO with 10% dividend, seeking NYSE listing","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Phoenix Energy launches IPO of up to 3.75M Series A Preferred Shares at $20/share to raise up to $75M.","Dividend escalates: 10% annual yrs 1-3, 10.5% yr 4, 11% yr 5+ based on $25 liquidation preference.","Offering via Regulation A+; non-accredited investors eligible with limit of 10% of income/net worth; min $1,000.","Listing on NYSE American under symbol PHXE.P is a condition to close; SEC qualified the offering on Aug 27, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142236,"accession_number":"0001193125-25-171788","cik":1818643,"company_name":"Phoenix Energy One, LLC","ticker":"PHXE-P","form_type":"8-K","filed_at":"2025-08-01T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Phoenix Energy One amends credit agreement: $100M Tranche E, $6.5M contingent Tranche F loans","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Tranche E Term Loans of $100M borrowed in full on Aug 1, 2025; OID of 8.92%; interest at SOFR + 7.10%.","Tranche F Loan of $6.5M is contingent, due only upon payment default or bankruptcy filing.","Repayment schedule revised: $200M of principal due Aug 31, 2027 (less prepayments), remainder on Maturity Date.","Proceeds used to finance development of oil and gas properties per approved plan of development.","Prior personal guaranties from Brynn Ferrari, Curtis Allen, Lindsey Wilson released; new guaranty from Adam Ferrari."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160250,"accession_number":"0001193125-25-151102","cik":1818643,"company_name":"Phoenix Energy One, LLC","ticker":"PHXE-P","form_type":"8-K","filed_at":"2025-06-27T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Potential IPO of Series A Preferred Shares; Credit Agreement amended to permit issuance","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["On June 26, 2025, Phoenix Energy One filed a Form 1-A offering statement for a potential initial public offering of Series A Cumulative Redeemable Preferred Shares.","The company expects to amend its LLC agreement to create common and preferred shares, establish a board of directors, and define preferred share rights.","Amendment No. 5 to the Credit Agreement allows issuance of Series A Preferred and sets terms for distributions and redemptions.","The potential offering is subject to conditions; there is no guarantee it will be commenced or consummated."],"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":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160249,"accession_number":"0001193125-25-135865","cik":1818643,"company_name":"Phoenix Energy One, LLC","ticker":"PHXE-P","form_type":"8-K","filed_at":"2025-06-05T23:59:59+00:00","items":["2.02"],"status":"ready","headline":"Phoenix Energy Q1 2025 Boe production jumps 134% to 1.76M; proved reserves rise 6.3%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Q1 2025 production: 1,759,320 Boe (19,548 Boe/d), up 134% from Q1 2024 (751,492 Boe/d). Bakken oil output tripled.","Total proved reserves at Mar 31, 2025: 67.8M Boe, up from 63.8M Boe at Dec 31, 2024; proved developed reserves increased 5.8M Boe.","Average realized oil price improved to $70.50/Bbl (Q1 2025) vs $64.51 (Q1 2024); operating costs rose to $18.01/Boe.","Capital expenditures of $101.2M in Q1 2025; 26 gross (4.2 net) wells drilled vs 105 gross (7.5 net) in Q1 2024.","PV-10 of total proved reserves: $1.224B at Mar 31, 2025 (up from $1.069B at Dec 31, 2024)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}