Insider Trading March 6, 2026

Kinetik COO Sells Shares to Cover Taxes After 2025 Incentive Vesting

Matthew Wall disposes of 3,222 KNTK shares; company posts large EPS beat but misses on revenue in Q4 2025

By Marcus Reed KNTK
Kinetik COO Sells Shares to Cover Taxes After 2025 Incentive Vesting
KNTK

Kinetik Holdings Inc. Chief Operating Officer Matthew Wall sold 3,222 Class A shares on March 4, 2026 to satisfy tax withholding tied to the vesting of compensation from the 2025 annual incentive award. The transaction totaled $151,176 based on a $46.92 sale price. The stock is trading around $45.60 and has risen 29% year-to-date amid mixed quarterly results that included a sizable EPS beat and a revenue shortfall.

Key Points

  • Kinetik COO Matthew Wall sold 3,222 Class A shares on March 4, 2026 at $46.92 per share, totaling $151,176; he continues to directly hold 585,556 shares.
  • The sale was made to satisfy tax withholding tied to the vesting of shares awarded in lieu of cash for the 2025 annual incentive award.
  • Kinetik reported Q4 2025 EPS of $2.16 versus an expected $0.33, a 554.55% surprise, while revenue of $430.42 million missed expectations of $476.77 million by 9.72%; the stock has risen about 29% year-to-date and is noted by InvestingPro as undervalued with a 7.11% dividend yield.

Matthew Wall, Executive Vice President and Chief Operating Officer at Kinetik Holdings Inc (NASDAQ:KNTK), completed a sale of 3,222 Class A common shares on March 4, 2026. The shares were sold at $46.92 each, producing a total proceeds figure of $151,176.

Following the disposition, Wall retains direct ownership of 585,556 shares of Kinetik. Company records indicate the sale was executed specifically to meet tax withholding obligations that arose when shares awarded in lieu of cash for the company's 2025 annual incentive award vested.

The transaction occurred while Kinetik's share price was trading at approximately $45.60. The stock has gained roughly 29% year-to-date. External data cited by InvestingPro within the public record characterizes the shares as undervalued relative to peers and places the company among the more undervalued names in its sector according to that analysis.

InvestingPro-sourced information included with the filing points to a 7.11% dividend yield for Kinetik, and references an InvestingPro Tip that highlights the company’s high shareholder yield. That tip is noted as one of 12 exclusive tips available to subscribers alongside the service’s Pro Research Reports.


Kinetik’s most recent quarterly results for the fourth quarter of 2025 show a mixed financial performance. The company reported earnings per share of $2.16, a number that outpaced analysts’ expectations of $0.33 and produced an EPS surprise of 554.55%. On the revenue side, Kinetik recorded $430.42 million for the quarter, short of the $476.77 million that had been anticipated, reflecting a revenue miss of 9.72%.

Market reaction in the aftermath of the earnings release was described as positive, with investor sentiment remaining favorable despite the revenue shortfall. The juxtaposition of a large EPS beat and a notable revenue gap frames a mixed snapshot of recent operating results.

The insider sale documented for March 4 was limited in scale relative to Wall’s remaining holdings and was disclosed as being tied to compensation tax obligations. The disclosure does not indicate any additional change in the executive’s ongoing ownership beyond the post-sale holding figure.

Readers should note the specific details provided here are restricted to the transaction and reported quarterly figures. The publicly cited InvestingPro commentary and metrics are presented as part of the company and market context described in the disclosure.

Risks

  • Revenue shortfall risk: The company’s Q4 2025 revenue missed consensus expectations by 9.72%, which may reflect near-term topline pressures; this impacts investor assessments of growth and sector performance.
  • Perception risk from insider sales: While the disclosed transaction was executed to cover tax withholding related to incentive vesting, some market participants may view insider sales negatively, which can affect equity sentiment in the short term.
  • Valuation uncertainty: InvestingPro analysis labels the shares as undervalued within the sector, but differing metrics and market responses to mixed earnings results introduce uncertainty around fair valuation and yield sustainability.

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