Past performance does not predict future results. Informational only, not investment advice.
Musser Fory (Senior VP, Development at Venture Global, Inc.) reported an open-market sale of 272,013 shares of VG at an average $14.25, roughly $3,875,098, in a Form 4 filed 2026-08-20.
Musser Fory (Senior VP, Development at Venture Global, Inc.) reported an open-market sale of 469,547 shares of VG at an average $14.02, roughly $6,582,658, in a Form 4 filed 2026-08-18.
Blake Sarah (SVP, Chief Accounting Officer at Venture Global, Inc.) reported an open-market sale of 1,000,000 shares of VG at an average $14.02, roughly $14,023,200, in a Form 4 filed 2026-08-14.
Granat Sari Beth (Director at Venture Global, Inc.) reported an open-market sale of 200,000 shares of VG at an average $13.49, roughly $2,697,240, in a Form 4 filed 2026-08-14.
STATON JIMMY D (Director at Venture Global, Inc.) reported an open-market sale of 66,000 shares of VG at an average $13.35, roughly $881,034, in a Form 4 filed 2026-08-14.
VG is a heavily levered but misvalued LNG play with ~70 MTPA of capacity coming online (Plaquemines and CP2). The market is overpricing legal/debt risk while ignoring 2026 EBITDA ramp to $8.2B-$8.5B. Waha gas cost edge and long-term contracts from major buyers suggest significant re-rating once Plaquemines reaches commercial ops.
Venture Global is poised to benefit from sustained LNG demand as Asia pivots away from Persian Gulf suppliers due to the Strait closure. VG has existing production capacity and is aggressively expanding to capture long-term supply growth that cannot be quickly replicated by competitors due to expensive, slow-to-build infrastructure.
End of results.