---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-24-104976"
form_type: "8-K"
ticker: "EXE"
cik: "0000895126"
company_name: "EXPAND ENERGY Corp"
filed_at: "2024-10-01T23:59:59+00:00"
generated_at: "2026-05-31T00:16:34.812674+00:00"
event_type: "m_and_a"
sentiment: "positive"
materiality_score: 0.95
calibrated_materiality_score: 0.95
confidence: "high"
source: SEC EDGAR
---

# Expand Energy closes merger with Southwestern, assumes ~$3.74B in notes, ticker changes to EXE

## Summary
- Merger completed Oct 1, 2024; each Southwestern share exchanged for 0.0867 Expand Energy share.
- Company renamed Expand Energy Corp; Nasdaq ticker changes from CHK to EXE effective Oct 2.
- Board expanded from 7 to 11; adds Catherine Kehr, John Gass, Chip Johnson, Shameek Konar.
- Benjamin Russ leaves EVP/GC role; Christopher Lacy appointed as new EVP/GC with $490K base salary.
- Assumed ~$3.74B aggregate principal of Southwestern senior notes (4.950%-8.375%, 2025-2032 maturities).

## SEC filing metadata
- accession: 0001104659-24-104976
- form_type: 8-K
- ticker: EXE
- cik: 0000895126
- company_name: EXPAND ENERGY Corp
- filed_at: 2024-10-01T23:59:59+00:00
- event_type: m_and_a
- sentiment: positive
- materiality_score: 0.95
- calibrated_materiality_score: 0.95
- confidence: high
- sec_items: 1.01, 2.01, 2.03, 5.02, 5.03, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/895126/000110465924104976/0001104659-24-104976-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/895126/000110465924104976/tm2425151d1_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-24-104976
- JSON: https://secwatch.observer/filing/0001104659-24-104976.json
- Plain text: https://secwatch.observer/filing/0001104659-24-104976.txt

## Key facts
- Executive change
  Catherine A. Kehr was appointed as Director at EXPAND ENERGY Corp.
  - Action: appointed
  - Role: Director
  source text: four new directors, Catherine A. Kehr, John D. Gass, S.P. “Chip” Johnson IV and Shameek Konar
  evidence_url: https://www.sec.gov/Archives/edgar/data/895126/000110465924104976/0001104659-24-104976-index.htm
- Executive change
  S.P. "Chip" Johnson IV was appointed as Director at EXPAND ENERGY Corp.
  - Action: appointed
  - Role: Director
  source text: four new directors, Catherine A. Kehr, John D. Gass, S.P. “Chip” Johnson IV and Shameek Konar
  evidence_url: https://www.sec.gov/Archives/edgar/data/895126/000110465924104976/0001104659-24-104976-index.htm
- Executive change
  Christopher Lacy was appointed as Executive Vice President, General Counsel and Corporate Secretary at EXPAND ENERGY Corp.
  - Action: appointed
  - Role: Executive Vice President, General Counsel and Corporate Secretary
  source text: On October 1, 2024, the Board announced the appointment of Christopher Lacy as the Company’s Executive Vice President, General Counsel and Corporate Secretary, effective as of October 1, 2024.
  evidence_url: https://www.sec.gov/Archives/edgar/data/895126/000110465924104976/0001104659-24-104976-index.htm
- Executive change
  John D. Gass was appointed as Director at EXPAND ENERGY Corp.
  - Action: appointed
  - Role: Director
  source text: four new directors, Catherine A. Kehr, John D. Gass, S.P. “Chip” Johnson IV and Shameek Konar
  evidence_url: https://www.sec.gov/Archives/edgar/data/895126/000110465924104976/0001104659-24-104976-index.htm
- Executive change
  Shameek Konar was appointed as Director at EXPAND ENERGY Corp.
  - Action: appointed
  - Role: Director
  source text: four new directors, Catherine A. Kehr, John D. Gass, S.P. “Chip” Johnson IV and Shameek Konar
  evidence_url: https://www.sec.gov/Archives/edgar/data/895126/000110465924104976/0001104659-24-104976-index.htm
- Executive change
  Benjamin E. Russ departed as Executive Vice President – General Counsel and Corporate Secretary at EXPAND ENERGY Corp.
  - Action: will no longer serve
  - Role: Executive Vice President – General Counsel and Corporate Secretary
  source text: Benjamin E. Russ will no longer serve as Executive Vice President – General Counsel and Corporate Secretary of the Company.
  evidence_url: https://www.sec.gov/Archives/edgar/data/895126/000110465924104976/0001104659-24-104976-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.