Insider Activity at Matador Resources: What the Latest Sale Means for Investors

The recent filing from Stetson Glenn W, EVP‑Production, shows a sell of 1,312 shares of common stock on February 14, 2026. At a market price of $49.63 the transaction cleared just above the 52‑week high of $57.14, a modest 1 % decline from the current close of $48.47. While the dollar value of the sale is relatively small, the move is part of a broader pattern of insider trading that merits attention.

Patterns of Buying and Selling – A Quick Look at Glenn’s History Glenn has alternated between buying and selling in the past six months. He purchased 3,480 shares on January 6, 2026 at zero price (likely an exercise of an option grant) and sold 1,485 shares the same day for $41.41. Since then he has bought 700 shares at $39.95, 500 shares at $48.52, and most recently sold 1,312 shares. This ebb and flow suggests he is actively managing his position, perhaps to lock in gains as the share price rises or to hedge against volatility. His overall holding, however, remains substantial – over 95,000 shares as of the latest filing – indicating a long‑term stake in Matador’s prospects.

Company‑Wide Insider Activity – A Snapshot The other top executives have been trading at similar frequencies. For example, the CFO and COO each sold roughly 1,300 shares, while the CEO sold a large block of phantom units in February. The pattern of frequent but relatively modest trades is typical for senior management in a mid‑cap energy firm that is still in a growth phase. The absence of any large “dump” of shares suggests the leadership team is not alarmed by the current price slide and remains committed to the company’s exploration strategy in the Eagle Ford and Haynesville basins.

What This Means for Investors

  1. Signal of Confidence – Continuous buying by Glenn and his peers, combined with occasional sales to meet tax or liquidity needs, signals confidence in the company’s long‑term value.
  2. Potential Volatility – The 689 % buzz and +80 sentiment indicate that the transaction has attracted intense social‑media attention. While the sale itself is small, the hype could amplify short‑term price swings.
  3. Valuation Context – With a P/E of 7.68 and a price just above its 52‑week low, the stock is trading at a modest discount to earnings. Insider activity that aligns with this valuation supports the view that the price is not yet fully reflective of Matador’s asset base.

Profile of Stetson Glenn W Glenn’s trading history shows a disciplined approach: he exercises options in the early month, then sells a portion to meet tax obligations, and later buys again as the price recovers. This pattern indicates a long‑term view with periodic rebalancing. He also participates in phantom unit transactions, a sign of alignment with shareholder value. Across the board, Glenn’s net ownership remains above 95,000 shares, a sizable stake for a senior executive in a company with a $5.9 billion market cap.

Bottom Line The latest sale is a small, routine transaction that fits into a broader narrative of active yet confident insider participation. For investors, the key takeaways are: insider buying continues, the stock is trading near its recent lows, and the current social‑media buzz could create short‑term volatility. Long‑term holders may view this as a sign that leadership remains committed to Matador’s growth trajectory while managing liquidity and tax considerations.

DateOwnerTransaction TypeSharesPrice per ShareSecurity
2026-02-14Stetson Glenn W (EVP-Production)Sell1,312.0047.80Common Stock
2026-02-16Stetson Glenn W (EVP-Production)Sell1,050.0047.80Common Stock
2026-02-14Stetson Glenn W (EVP-Production)Sell6,000.00N/APhantom Units
2026-02-17Stetson Glenn W (EVP-Production)Buy27,000.00N/APhantom Units
2026-02-14Krug George G (EVP - Mktg and Midstream)Sell6,666.00N/APhantom Units
2026-02-14Krug George G (EVP - Mktg and Midstream)Sell5,000.00N/APhantom Units
2026-02-16Krug George G (EVP - Mktg and Midstream)Sell5,000.00N/APhantom Units
2026-02-16Elsener William Thomas (EVP, Reservoir Engineering)Sell1,050.0047.80Common Stock
2026-02-14Elsener William Thomas (EVP, Reservoir Engineering)Sell5,000.00N/APhantom Units
2026-02-14Elsener William Thomas (EVP, Reservoir Engineering)Sell6,000.00N/APhantom Units
2026-02-17Elsener William Thomas (EVP, Reservoir Engineering)Buy27,000.00N/APhantom Units
2026-02-14Calvert Christopher P (EVP and COO)Sell1,312.0047.80Common Stock
2026-02-16Calvert Christopher P (EVP and COO)Sell1,050.0047.80Common Stock
N/ACalvert Christopher P (EVP and COO)Holding40,000.00N/ACommon Stock
2026-02-14Calvert Christopher P (EVP and COO)Sell6,000.00N/APhantom Units
2026-02-17Calvert Christopher P (EVP and COO)Buy27,000.00N/APhantom Units
2026-02-14Macalik Robert T (EVP, Chief Financial Officer)Sell1,312.0047.80Common Stock
2026-02-16Macalik Robert T (EVP, Chief Financial Officer)Sell1,050.0047.80Common Stock
N/AMacalik Robert T (EVP, Chief Financial Officer)Holding35,039.00N/ACommon Stock
2026-02-14Macalik Robert T (EVP, Chief Financial Officer)Sell6,000.00N/APhantom Units
2026-02-17Macalik Robert T (EVP, Chief Financial Officer)Buy27,000.00N/APhantom Units
2026-02-16Erman Bryan A (Co-President,CLO & Head of M&A)Sell1,050.0047.80Common Stock
N/AErman Bryan A (Co-President,CLO & Head of M&A)Holding4,250.00N/ACommon Stock
N/AErman Bryan A (Co-President,CLO & Head of M&A)Holding2,400.00N/ACommon Stock
2026-02-14Erman Bryan A (Co-President,CLO & Head of M&A)Sell6,000.00N/APhantom Units
2026-02-14Erman Bryan A (Co-President,CLO & Head of M&A)Sell5,000.00N/APhantom Units
2026-02-17Erman Bryan A (Co-President,CLO & Head of M&A)Buy35,000.00N/APhantom Units
2026-02-14Foran Joseph Wm (Chairman and CEO)Sell13,333.00N/APhantom Units
2026-02-14Foran Joseph Wm (Chairman and CEO)Sell10,000.00N/APhantom Units
2026-02-16Foran Joseph Wm (Chairman and CEO)Sell10,000.00N/APhantom Units
2026-02-17Foran Joseph Wm (Chairman and CEO)Buy70,000.00N/APhantom Units
2026-02-14Singleton Van H II (CoPresident-Land, A&D,Planning)Sell6,666.00N/APhantom Units
2026-02-14Singleton Van H II (CoPresident-Land, A&D,Planning)Sell5,000.00N/APhantom Units
2026-02-16Singleton Van H II (CoPresident-Land, A&D,Planning)Sell5,000.00N/APhantom Units
2026-02-17Singleton Van H II (CoPresident-Land, A&D,Planning)Buy35,000.00N/APhantom Units