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Form 8-K/A

sec.gov

8-K/A — Diversified Energy Co

Accession: 0001922446-26-000061

Filed: 2026-07-14

Period: 2026-04-30

CIK: 0001922446

SIC: 1311 (CRUDE PETROLEUM & NATURAL GAS)

Item: Financial Statements and Exhibits

Documents

8-K/A — dec-20260430.htm (Primary)

EX-99.1 (exhibit991-sheridan2002.htm)

XML — IDEA: XBRL DOCUMENT (R1.htm)

8-K/A

8-K/A (Primary)

Filename: dec-20260430.htm · Sequence: 1

dec-20260430

TRUE000192244600019224462026-04-302026-04-30

UNITED STATES SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K/A

CURRENT REPORT

Pursuant to Section13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): April 30, 2026

Diversified Energy Company

(Exact name of registrant as specified in its charter)

Delaware

001-41870

41-2283606

(State or Other Jurisdiction of Incorporation)

(Commission File Number)

(IRS Employer Identification No.)

1600 Corporate Drive Birmingham, Alabama

35242

(Address of Principal Executive Office)

(Zip Code)

Registrant’s Telephone Number, Including Area Code: (205) 408-0909

(Former Name or Former Address, if Changed Since Last Report): Not Applicable

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered, pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Common Stock, par value $0.01 per share

DEC

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter)

Emerging Growth Company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

EXPLANATORY NOTE

On May 1, 2026, Diversified Energy Company (the “Company”) filed with the Securities and Exchange Commission (the “Commission”) a Current Report on Form 8-K (the “Original Report”) to disclose that it had closed on the previously announced acquisition by Diversified Production LLC, a wholly-owned subsidiary of the Company, of certain oil and natural gas wells, leasehold interests and related assets located in certain counties in east Texas, including Cherokee, Harrison, Nacogdoches, Panola, and Rusk Counties (the “Transaction”), from Sheridan Holding Company III, LLC (the “Seller”), pursuant to the purchase and sale agreement described in the Original Report.

The Company is hereby filing this Current Report on Form 8-K/A (this “Amendment”) to amend Item 9.01 of the Original Report to provide the information described below. Except as set forth herein, this Amendment does not amend, modify or update any other information in the Original Report. This Amendment should be read in conjunction with the Original Report, which provides a more complete description of the Transaction.

In the Original Report, the Company stated that it would file the historical financial statements required by Item 9.01(a) of Form 8-K and the pro forma financial information required by Item 9.01(b) of Form 8-K relating to the Transaction (collectively, the “Financial Statements”) by amendment to the Original Report no later than 71 days from the date on which the Original Report was required to be filed. The Company has since obtained relief from the staff of the Commission (the “Staff”), pursuant to the Staff’s authority under Rule 3-13 of Regulation S-X, from the requirements of Rule 3-05 of Regulation S-X and of Article 11 of Regulation S-X to provide such Financial Statements. As a result, the Company will not file the Financial Statements previously referenced in the Original Report and hereby amends the Original Report to eliminate references to any subsequent filing of such Financial Statements.

Item 9.01

Financial Statements and Exhibits

(a)    Financial Statements of Business Acquired

Pursuant to the authority granted under Rule 3-13 of Regulation S-X, the Staff is permitting the Company to substitute unaudited disclosures about the Seller’s oil and gas producing activities for the year ended December 31, 2025, consistent with Rule 3-05(f)(1) (the “Unaudited Oil and Gas Reserve Information”) in lieu of the historical financial statements that would otherwise be required by Item 9.01(a) of Form 8-K. The Unaudited Oil and Gas Reserve Information is filed herewith as Exhibit 99.1 and is incorporated by reference herein.

(b)    Pro Forma Financial Information

Pursuant to the authority granted under Rule 3-13 of Regulation S-X, the Staff is permitting the Company to substitute the Unaudited Oil and Gas Reserve Information in lieu of the pro forma financial information that would otherwise be required by Item 9.01(b) of Form 8-K. The Unaudited Oil and Gas Reserve Information is filed herewith as Exhibit 99.1 and is incorporated by reference herein.

(d)    Exhibits

Exhibit No.

Description

99.1

Unaudited Oil and Gas Reserve Information.

104

Cover Page Interactive Data File (embedded within Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

Diversified Energy Company

July 14, 2026

By:

/s/ Benjamin M. Sullivan

Date

Benjamin M. Sullivan

Senior Executive Vice President, Chief Legal and Risk Officer and Corporate Secretary

EX-99.1

EX-99.1

Filename: exhibit991-sheridan2002.htm · Sequence: 2

Document

Exhibit 99.1

Unaudited Oil & Gas Reserve Information

Sheridan Holding Company III (“Sheridan”) Asset Acquisition

On April 30, 2026, Diversified Energy Company (the “Company”), through its wholly-owned subsidiaries, acquired certain oil and natural gas wells, leasehold interests and related assets located in certain counties in east Texas, including Cherokee, Harrison, Nacogdoches, Panola, and Rusk Counties (the “Sheridan Transaction”) from Sheridan. Given the concentration of assets, this transaction was considered an asset acquisition rather than a business combination. The Company paid cash consideration of approximately $236 million, inclusive of customary purchase price adjustments.

Estimated Quantities of Proved Oil and Natural Gas Reserves

The following tables present information regarding net proved oil and natural gas reserves attributable to the Company's interests in the acquired Sheridan proved properties as of December 31, 2025, along with a summary of changes in quantities of net remaining proved reserves during the year ended December 31, 2025. The information set forth in the tables regarding historical reserves of Sheridan is based on reserves reports prepared by Sheridan’s petroleum engineers as of December 31, 2025 in accordance with Securities and Exchange Commission’s (“SEC”) rules.

The reserve estimates attributable to Sheridan at December 31, 2025 and the summary of changes in quantities of net remaining proved reserves during the year ended December 31, 2025 presented in the table below were prepared in accordance with the authoritative guidance of the SEC on oil and natural gas reserve estimation and disclosures.

Reserve estimates are inherently imprecise and are generally based upon extrapolation of historical production trends, analogy to similar properties and volumetric calculations. Accordingly, reserve estimates are expected to change, and such changes could be material and occur in the near term as future information becomes available.

Natural Gas (MMcf)

Total proved reserves, beginning of period

325,801

Revisions of previous estimates

25,969

Extensions, discoveries and other additions

5,332

Production

(17,093)

Purchase of reserves in place

Sales of reserves in place

Total proved reserves, end of period

340,009

Proved developed reserves

Beginning of period

325,801

End of period

340,009

Proved undeveloped reserves:

Beginning of period

End of period

1

Exhibit 99.1

NGLs (MBbls)

Total proved reserves, beginning of period

17,590

Revisions of previous estimates

831

Extensions, discoveries and other additions

258

Production

(917)

Purchase of reserves in place

Sales of reserves in place

Total proved reserves, end of period

17,762

Proved developed reserves

Beginning of period

17,590

End of period

17,762

Proved undeveloped reserves:

Beginning of period

End of period

Oil (MBbls)

Total proved reserves, beginning of period

5,013

Revisions of previous estimates

235

Extensions, discoveries and other additions

200

Production

(243)

Purchase of reserves in place

Sales of reserves in place

Total proved reserves, end of period

5,205

Proved developed reserves

Beginning of period

5,013

End of period

5,205

Proved undeveloped reserves:

Beginning of period

End of period

Standardized Measure of Discounted Future Net Cash Flows Relating to Proved Oil and Gas Reserves

The following table presents the standardized measure of discounted future net cash flows relating to the proved oil and natural gas reserves of Sheridan as of December 31, 2025. The standardized measure shown below represents estimates only and should not be construed as the current market value of the acquired estimated oil and natural gas reserves attributable to the Sheridan Transaction.

(In thousands)

Future cash inflows

$    1,647,328

Future production costs

(654,982)

Future development costs

(84,266)

Future income tax expense

(8,649)

Future net cash flows

899,431

10% annual discount for estimated timing of cash flows

(555,231)

Standardized Measure

$    344,200

2

Exhibit 99.1

The following table sets forth the principal changes in the standardized measure of discounted future net cash flows applicable to estimated net proved oil and natural gas reserves of Sheridan as of December 31, 2025:

(In thousands)

Standardized Measure, beginning of year

$    249,391

Sales and transfers of natural gas and oil produced, net of production costs

(46,038)

Net changes in prices and production costs

97,131

Extensions, discoveries, and other additions, net of future production and development costs

12,892

Acquisition of reserves in place

Divestiture of reserves in place

Revisions of previous quantity estimates

24,500

Net change in income taxes

(607)

Previously estimated development costs incurred during the year

1,537

Changes in production rates (timing) and other

(19,807)

Accretion of discount

25,201

Standardized Measure, end of year

$    344,200

3

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