Insider Trading March 25, 2026

CNX Resources director sells $933,815 in stock, exercises options as company moves on debt and receives new analyst coverage

Director Maureen Lally-Green sold shares near the 52-week high and simultaneously exercised options; CNX completed a $500M note placement and significant tender offer while receiving a Sell initiation from Truist

By Avery Klein CNX
CNX Resources director sells $933,815 in stock, exercises options as company moves on debt and receives new analyst coverage
CNX

Maureen Lally-Green, a director at CNX Resources Corp, sold 23,631 shares on March 23, 2026, for about $933,815 at prices between $39.5143 and $40. She also exercised options to buy 29,915 shares at $13.187 each for $394,489. The company has active debt restructuring moves, including a $500 million private placement of senior notes due 2034 and a tender offer for a large portion of its 2029 notes. Truist Securities has initiated coverage with a Sell rating and a $35 target based on one times 2P net asset value.

Key Points

  • Director Maureen Lally-Green sold 23,631 CNX shares on March 23, 2026, for roughly $933,815 at prices between $39.5143 and $40.
  • Lally-Green exercised options to acquire 29,915 shares at $13.187 each, totaling $394,489; she now directly owns 169,577 CNX shares, including restricted and deferred units.
  • CNX completed a $500 million private placement of 5.875% senior notes due 2034 and tendered 84.04% of its 6.000% 2029 notes with $420.2 million in tenders; Truist initiated coverage with a Sell rating and $35 price target.

Director Maureen Lally-Green of CNX Resources Corp (NYSE:CNX) executed an insider sale and an option exercise on March 23, 2026, according to a Securities and Exchange Commission filing. Lally-Green sold 23,631 common shares of CNX for approximately $933,815, with transaction prices reported between $39.5143 and $40 per share - levels near the stock’s 52-week high of $43.62.

The same filing shows Lally-Green exercised stock options to acquire 29,915 common shares at an exercise price of $13.187 per share, resulting in a total outlay of $394,489 for the option exercise. After completing these transactions, she directly holds 169,577 shares of CNX Resources Corp, a position that includes restricted stock units and deferred stock units.

On valuation metrics, CNX trades at a price-to-earnings ratio of 10.12 and carries a market capitalization of $5.75 billion. InvestingPro analysis flags the company as appearing undervalued at current levels and lists CNX on its Most Undervalued roster.

Separately, the company has been active on its liability and capital fronts. CNX completed a private placement totaling $500 million of 5.875% senior notes due 2034. Those notes are guaranteed by all of CNX’s restricted subsidiaries that also serve as guarantors on its revolving credit facility, according to the disclosure.

CNX also concluded a tender offer that captured 84.04% of its outstanding 6.000% Senior Notes due 2029, receiving tenders amounting to $420.2 million in principal. The company will pay $1,016.10 for each $1,000 principal amount of notes properly tendered, in addition to accrued and unpaid interest.

In the analyst community, Truist Securities has initiated coverage on CNX Resources with a Sell rating and set a price target of $35.00. The firm indicated the target is based on a valuation equal to one times CNX’s 2P net asset value.

For investors seeking an expanded review of CNX’s insider activity and valuation work, InvestingPro offers a Pro Research Report covering this company. The report is one of more than 1,400 US equity reports available on the platform.

These filings and corporate financing actions provide clear, recorded movements in insider ownership and in the company’s capital structure. The sale and option exercise are documented in the SEC filing, and the debt transactions are described in the company disclosures related to the private placement and tender offer. The analyst initiation and valuation basis are reported by Truist Securities in its coverage initiation.

Risks

  • Insider sale could be interpreted variably by market participants, potentially affecting investor sentiment in the energy and natural gas sectors.
  • Large-scale debt transactions - including new senior notes and the tender offer - could alter CNX’s leverage profile and impact credit-sensitive investors and the broader energy credit market.
  • Analyst initiation with a Sell rating and a $35 target introduces a valuation viewpoint that may influence trading activity and investor expectations for the energy and natural gas sectors.

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