Form 4: Kinetik Holdings Director Buys $276K in Stock

Kinetik Holdings Inc. Director and Officer Jamie Welch purchased 8,000 shares of Class A Common Stock for approximately $276,560 on November 10, 2025.

Summary

• Jamie Welch, a Director and Officer of Kinetik Holdings Inc., acquired 8,000 shares of Class A Common Stock.
• The shares were purchased on November 10, 2025, at a weighted average price of $34.57 per share, with prices ranging from $34.40 to $35.40.
• The total value of the Class A Common Stock purchase was approximately $276,560.
• Welch's direct beneficial ownership of Class A Common Stock increased to 3,687,791 shares, which includes 3,392 shares acquired through the Company's Dividend and Distribution Reinvestment Plan (DRIP) not previously reported.
• An additional 3,707 dividend equivalent shares related to Performance Share Units (PSUs) were accrued, bringing the total derivative securities beneficially owned to 106,860 PSUs.
• Indirect holdings include 1,462 Class A Common Stock held by Welch's spouse (including 30 DRIP shares) and 1,772 Class A Common Stock in Welch's individual 401(k) plan (including 74 shares).

Sentiment

Score: 8

Explanation: The insider purchase by a key executive and director signals strong confidence in the company's future performance and valuation, which is generally a positive indicator for investors.

Positives

• Insider purchase by a Director and Officer (Jamie Welch) signals confidence in the company's future prospects and valuation.
• Acquisition of 8,000 shares at market price demonstrates a direct financial commitment from a key executive.
• Accrual of 3,707 dividend equivalent shares on Performance Share Units indicates ongoing participation in company performance and dividends, aligning management's interests with shareholders.

Future Outlook

Performance Share Units (PSUs) and credited dividend equivalents will be payable upon vesting, on a one-to-one basis of Class A Common Stock for each vested PSU. The PSUs have a 2-year vesting period.

Industry Context

This insider transaction is company-specific and reflects the individual executive's confidence in Kinetik Holdings Inc., rather than broader industry trends.

Stakeholder Impact

• Shareholders: The insider purchase may instill confidence among existing and potential shareholders, potentially influencing stock price positively due to perceived management belief in the company's value.

Next Steps

• The Performance Share Units (PSUs) and credited dividend equivalents will vest over a 2-year period.
• Upon vesting, the award and credited dividend will be paid out in Class A Common Stock on a one-to-one basis for each vested PSU.

Key Dates

Recommendation

The significant purchase of company stock by a Director and Officer, Jamie Welch, indicates strong insider confidence in Kinetik Holdings Inc.'s future performance and valuation. This positive signal suggests that the stock may be undervalued or poised for growth, making it an attractive consideration for a seasoned investor.

Keywords

Kinetik Holdings, KNTK, Insider Trading, Form 4, Stock Purchase, Jamie Welch, Director, Officer, Equity Acquisition, Beneficial Ownership, Performance Share Units