KGS Kodiak Gas Services, Inc. Insider Trading

KGS CIO Pedro R. Buhigas sells 13,942 shares at $55.73; post-transaction holdings 42,723 shares

Buhigas sold 13,942 shares at $55.73 on 2026-03-19, reducing his position by approximately 24.6% from 56,665 to 42,723 shares. The stock's 90-day return of +54.0% and 30-day return of +10.8% reflect significant recent upward price momentum. The company reports a net loss of $-14,011,000.00 in the latest quarter despite revenue growth of +12.8% year-over-year and total revenue of $322,744,000.00. At the sale price of $55.73, the stock was -3.9% from its 52-week high of $58.16. The sale removes material stakes from a C-level executive amid strong near-term gains and ongoing operating losses.

Director Hogan Randall J buys 6,000 shares of KGS at $54.81, increasing holdings by 26.8% to 28,406 shares

Director Hogan Randall J purchased 6,000 shares at $54.81 on 2026-03-13, representing a significant 26.8% addition to his prior holdings of 22,406 shares. The timing aligns with strong recent momentum: the stock has gained 9.6% over the prior 30 days and 55.2% over the prior 90 days, trading within 5.2% of its 52-week high of $58.16. His prior buy at this same ticker on 2023-07-03 achieved a 90-day return of +11.8%, and his cross-ticker buy history shows a 100% 90-day win rate with an average 90-day return of +11.8%. However, the company is unprofitable with a net loss of $14.0M in the latest quarter, carries a elevated P/E of 44.82, and shows mixed fundamentals despite 12.8% annual revenue growth. The substantial share accumulation by a director during a period of significant price appreciation and within a context of prior successful timing warrants monitoring, particularly given the company's current profitability challenges.

Kodiak Gas EVP & CHRO Roclawski sells 21,161 shares at $56.52; holdings drop 33.4% to 42,257 shares

Roclawski Cory Anne, serving as EVP & CHRO at Kodiak Gas Services, Inc., executed a sale of 21,161 shares at $56.52 on 2026-03-12, reducing her holdings by 33.4% from 63,418 to 42,257 shares. The sale represents a material reduction in her equity position, totaling $1,196,019.72. At the time of sale, the stock was trading at $56.52, and currently stands at $55.13, down 5.2% from its 52-week high of $58.16 but up 9.6% over the prior 30 days and 55.2% over 90 days. Her prior transaction at KGS (a buy on 2023-07-03) generated a 90-day return of 11.8%, suggesting her prior timing at this ticker was favorable. However, the company is currently unprofitable with net income of $-14,011,000.00 against revenue of $322,744,000.00, though annual revenue growth stands at 12.8%. The P/E ratio of 44.82 reflects a valuation that is elevated relative to current earnings. This sale by a senior HR executive during a period of strong recent price appreciation and despite the company's growth trajectory warrants investor attention.

Director Darden Alexander Newsom purchases 5,000 shares of KGS at $54.75 on 2026-03-13 ($273.8K)

Director Darden Alexander Newsom initiated a position in Kodiak Gas Services with a $273,750.00 purchase of 5,000 shares at $54.75, with no prior shareholdings. The transaction occurs within the 52-week trading range of $30.23–$58.16, near the upper portion of historical trading activity. KGS trades at $55.13 currently and has posted 90-day returns of +55.2% and 30-day returns of +9.6%, reflecting recent strong momentum. The company's fundamentals show recent revenue of $322.7M with annual growth of +12.8%, though it is currently unprofitable with a $-14.0M net income in the latest quarter and a notably elevated P/E of 44.82.

CEO McKee buys 433 KGS shares at $50.23; stock +27.8% in 30 days, +46.4% in 90 days after 3 prior well-timed buys.

Robert Michael McKee, President & CEO of Kodiak Gas Services, purchased 433 shares at $50.23 on 2026-02-20, bringing his holdings to 187,628 shares. The timing is notable: his three prior open-market purchases at KGS were well-timed at the 90-day mark, with the most recent prior buy on 2023-07-03 yielding +16.4% in 30 days and +11.8% in 90 days. The current stock is up +27.8% over 30 days and +46.4% over 90 days from the transaction date, extending a sharp recent rally that brought the price within 2.0% of its 52-week high of $52.16. However, the company's recent fundamentals present a mixed picture: while annual revenue growth stands at +36.3%, the latest quarter showed net income of $-14.0M against revenue of $322.7M, and the P/E of 59.44 reflects elevated valuation expectations. The small purchase size relative to his holdings (+0.2%) leaves the precise motivation unclear, though the pattern of prior buys across a period of stock appreciation warrants observation of whether this reflects continued confidence or routine portfolio activity.

Frontier TopCo Partnership sold entire 9,762,573-share KGS stake ($335.5M) at $34.37; 10% owner exits completely.

Frontier TopCo Partnership liquidated its entire 9,762,573-share position in Kodiak Gas Services, representing a complete exit from its 10% ownership stake. The $335.5M sale occurred at $34.37 per share on 2025-12-01, when the stock is now trading at $35.26—only $0.89 above the transaction price. The insider's same-ticker history shows 3 of 3 prior measurable sales at KGS were well-timed at the 90-day mark, with the most recent 90-day outcome showing -28.4% decline after a January 2025 sale. This full liquidation by a substantial owner during a period of negative sentiment (stock down 4.0% over 30 days, down 29.0% from 52-week high) warrants investor attention, particularly given the company's negative net income of $-14.0M against $322.7M quarterly revenue.

Frontier TopCo (10% owner) sold 10,000,000 shares of Kodiak Gas at $33.32; holdings cut by 50.6% to 9,762,573 shares.

Frontier TopCo Partnership divested half its 19,762,573-share stake in a single transaction, reducing exposure from a 10% owner position to 9.76M shares. The sale at $33.32 occurs as the stock trades -32.1% from its 52-week high of $49.66, suggesting the holder chose to exit at a depressed valuation relative to recent peaks. At KGS specifically, Frontier's prior five trades show mixed timing: three of four earlier 90-day outcomes were well-timed (stock declined post-sale), but the most recent sale on 2025-09-08 saw +6.0% returns in the 30 days afterward, indicating inconsistency in exit quality at this ticker. With Kodiak reporting negative net income of $-14.0M against $322.7M quarterly revenue and a 39.19 P/E ratio, the fundamental backdrop remains challenged despite 36.3% annual revenue growth, adding context to a majority shareholder's partial liquidation.

Frontier TopCo Partnership (10% owner) sold 10,000,000 shares of KGS at $34.21 on 2025-09-08; stock now -33.4% from 52-week high

This is a substantial sale of 10,000,000 shares (10.00M shares) representing -33.6% of Frontier TopCo's pre-transaction holdings, reducing its stake from 29,762,573 shares to 19,762,573 shares. The sale was executed at $34.21 on 2025-09-08, and the current price of $33.07 is -33.4% from the 52-week high of $49.66, indicating the stock has significantly declined since the transaction. At the same ticker (KGS), Frontier TopCo's prior 5 trades show mixed timing results: 3 of 5 prior sells achieved negative 90-day returns (well-timed), including a prior sell on 2025-01-30 which saw a -28.4% 90-day decline. The broader context shows KGS has strong fundamentals (revenue growth of +36.3% annually, P/E of 34.81, and $322.8M quarterly revenue), but the substantial position reduction by a 10% owner in a volatile period warrants investor attention to whether this reflects positioning changes at the entity level.

Frontier TopCo sold 3,222,338 shares of KGS at $36.02 on 2025-05-12, now down 27.1% from 52-week high to $36.20

Frontier TopCo Partnership, L.P., a 10% owner, sold 3,222,338 shares for $116,052,503.07, reducing holdings by 9.3% to 31,271,323 shares. The stock has fallen 27.1% from its 52-week high of $49.66, though it recovered 9.9% over the past 30 days. At the same ticker (KGS), the insider's prior 4 sales show mixed timing outcomes: 2 of 4 were well-timed (followed by declines), while the most recent sale on 2025-01-30 saw a 90-day loss of 28.4%, suggesting this holder's recent sell signals are aligned with weakness. KGS trades at a P/E of 63.51 with recent quarterly revenue of $329,642,000.00 and strong annual growth of 36.3%, indicating a high-growth profile trading at elevated multiples. The current position of 31,271,323 shares remains substantial, signaling the partnership has not exited entirely despite trimming exposure.

Frontier TopCo (10% owner) sold 3,728,677 shares of KGS at $47.50 for $177.1M, reducing stake by 9.7% to 34,771,323 shares

A significant open-market sale by a 10% stakeholder, liquidating 3,728,677 shares worth $177.1M. Frontier TopCo's stake in Kodiak Gas Services declined from 38,500,000 shares to 34,771,323 shares—a material 9.7% reduction. The transaction occurred at $47.50, near the 52-week high of $49.66 and well above current price of $47.34. At the same ticker (KGS), Frontier TopCo's prior three sales showed mixed near-term momentum: two posted gains within 30 days (+23.4% on 2024-11-14, +33.6% on 2024-09-09), though the most recent sale on 2024-12-12 showed minimal movement (-0.2% in 30 days). The company's fundamentals show strain: Kodiak Gas Services reported a net loss of $-5.6M in the latest quarter despite annual revenue growth of 20.1% and a market cap of $4.1B, with an extreme P/E of 175.33 reflecting low or near-zero earnings.