Insider Trading March 17, 2026

Kinder Morgan Vice President Disposes of $51.6K in Stock Under Prearranged Plan

Michael P. Garthwaite sold 1,550 Class P shares on March 16, 2026; company earnings and analyst moves noted

By Priya Menon KMI
Kinder Morgan Vice President Disposes of $51.6K in Stock Under Prearranged Plan
KMI

Michael P. Garthwaite, a vice president at Kinder Morgan, sold 1,550 shares of Class P common stock on March 16, 2026, under a 10b5-1 plan adopted December 9, 2025. The transaction totaled $51,608 at a weighted average price of $33.296. The company recently reported fourth-quarter 2025 results that beat select analyst and consensus forecasts, prompting several broker updates.

Key Points

  • Michael P. Garthwaite sold 1,550 Class P shares of Kinder Morgan on March 16, 2026, for $51,608 at a weighted average price of $33.296.
  • The sale was executed under a pre-arranged 10b5-1 trading plan adopted on December 9, 2025; after the transaction Garthwaite directly owns 46,393 shares.
  • Kinder Morgan’s fourth-quarter 2025 results beat Goldman Sachs estimates by 2% and consensus forecasts by 3%, prompting several analyst actions including Goldman Sachs reaffirming a Buy with a $32.00 target.

Michael P. Garthwaite, who serves as a vice president at Kinder Morgan, executed a sale of 1,550 shares of the company's Class P common stock on March 16, 2026. The proceeds from the transaction amounted to $51,608.

The shares moved at a weighted average price of $33.296 apiece. Individual sale prices recorded in the transaction ranged from $33.275 to $33.3101. After the disposition, Garthwaite retained direct ownership of 46,393 Kinder Morgan shares.

The sale was carried out pursuant to a pre-established 10b5-1 trading plan that Garthwaite adopted on December 9, 2025. The use of such a plan indicates the trade followed a previously arranged schedule rather than being executed ad hoc.


Company results and analyst responses

Kinder Morgan reported fourth-quarter 2025 results that topped expectations in several respects. Management attributed the stronger showing primarily to performance in the company’s Gas segment, with adjusted metrics contributing to an outperformance versus forecasts. The reported quarter exceeded Goldman Sachs estimates by 2% and consensus forecasts by 3%.

In the wake of the quarterly release, Goldman Sachs reiterated its Buy rating on Kinder Morgan and maintained a price target of $32.00. Freedom Capital Markets moved its recommendation for the stock from Sell to Hold, citing the outperformance versus consensus adjusted EPS estimates by 8.3% as a driver for the change. Stifel adjusted its view on valuation by raising its price target for Kinder Morgan to $33, based on its 2027 projections, while keeping a Hold rating.

Market commentary from research firms added differing perspectives. Wolfe Research flagged caution across energy names, including Kinder Morgan, noting the potential for a pullback after a 30% year-to-date advance for the group. Separately, UBS reiterated a Buy on ExxonMobil, calling out potential benefits tied to the Golden Pass LNG project and a broader increase in demand for LNG exports.


What the filing shows

The transaction filing documents the mechanics and timing of the sale and confirms the continued direct ownership level for Garthwaite following the trade. The use of the 10b5-1 plan and the narrow range of execution prices are consistent with an orderly, prearranged disposition.

Risks

  • Research firms, including Wolfe Research, cautioned that energy-sector stocks - a group that includes Kinder Morgan - could face a pullback after a 30% year-to-date gain, indicating potential market volatility for energy equities.
  • Analyst recommendations and target changes vary - while some firms raised targets or upgraded ratings, others maintained Hold ratings; this dispersion highlights uncertainty in near-term market sentiment for midstream energy names.
  • While company results exceeded select estimates, the reliance on Gas segment EBITDA for the beat suggests performance concentration in a specific segment of Kinder Morgan’s business, creating exposure to gas market dynamics.

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