• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Dashboard
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlerts
    Company
    AboutQuantisnow PlusContactJobs
    Legal
    Terms of usePrivacy policyCookie policy

    SEC Form SC 13G filed by Vital Energy Inc.

    11/14/24 4:08:20 PM ET
    $VTLE
    Oil & Gas Production
    Energy
    Get the next $VTLE alert in real time by email
    SC 13G 1 vitalenergy13g.htm SC 13G Document

    UNITED STATES
    SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549
    SCHEDULE 13G
    Under the Securities Exchange Act of 1934
    (Amendment No. __)
    Vital Energy, Inc.
    (Name of Issuer)


    Common stock
    (Title of Class of Securities)




    516806205
    (CUSIP Number)
    September 30, 2024
    (Date of Event Which Requires Filing of this Statement)
    Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
         þ Rule 13d-1(b)
         o Rule 13d-1(c)
         o Rule 13d-1(d)
    * The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.
    The information required in the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).








    CUSIP NO.
    516806205
    Page
    2
    of
    6

    1
    NAMES OF REPORTING PERSONS
     Westwood Management Corp.
    2
    CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)
    (a)   o
    (b)   o
    3
    SEC USE ONLY
    4
    CITIZENSHIP OR PLACE OF ORGANIZATION
    USA
    5
    SOLE VOTING POWER
    NUMBER OF
    2,092,252
    SHARES
    6
    SHARED VOTING POWER
    BENEFICIALLY
    OWNED BY
    0
    EACH
    7
    SOLE DISPOSITIVE POWER
    REPORTING
    PERSON
    2,092,252
    WITH:
    8
    SHARED DISPOSITIVE POWER
    0
    9
    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
    2,092,252
    10
    CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS)
    o
    11
    PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
    5.92%
    12
    TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)
    IA






    CUSIP NO.
    516806205
    Page
    3
    of
    6

    Item 1(a)
    Name of Issuer
    Vital Energy, Inc.
    Item 1(b)
    Address of Issuer’s Principal Executive Offices:
    521 East 2nd Street Suite 1000 Tulsa, OK 74120
    Item 2(a)
    Name of Person Filing:
    Westwood Management Corp.
    Item 2(b)
    Address of Principal Business Office or, if none, residence:
    200 Crescent Court, Suite 1200
    Dallas, Texas 75201
    Item 2(c)
    Citizenship:
    USA
    Item 2(d)
    Title of Class of Securities
    Common stock
    Item 2(e)
    CUSIP Number:
     516806205


     




    CUSIP NO.
    516806205
    Page
    4
    of
    6
    Item 3 .
    (a) [ ] Broker or dealer registered under section 15 of the Act.
    (b) [ ] Bank as defined in section 3(a)(6) of the Act.
    (c) [ ] Insurance company as defined in section 3(a)(19) of the Act.
    (d) [ ] Investment company registered under section 8 of the Investment Company Act.
    (e) [x] An investment adviser in accordance with §240.13d-1(b)(1)(ii)(E);
    (f) [ ] An employee benefit plan or endowment fund in accordance with §240.13d-1(b)(1)(ii)(F);
    (g) [ ] A parent holding company or control person in accordance with §240.13d-1(b)(1)(ii)(G);
    (h) [ ] A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
    (i) [ ] A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
    (j) [ ] Group, in accordance with Rule 13d-1(b)(1)(ii)(J).
    Item 4.
    Ownership:
    (a) Amount beneficially owned: 2,092,252.
    (b) Percent of class: 5.92%.
    (c) Number of shares as to which the person has:
    (i) Sole power to vote or to direct the vote: 2,092,252.
    (ii) Shared power to vote or to direct the vote: 0.
    (iii) Sole power to dispose or to direct the disposition of: 2,092,252.
    (iv) Shared power to dispose or to direct the disposition of 0.
    Item 5.
    Ownership of Five Percent or Less of a Class:
    If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following o.
    Item 6.
    Ownership of More than Five Percent on Behalf of Another Person:

    Not applicable.






    CUSIP NO.
    516806205
    Page
    5
    of
    6

    Item 7.
    Identification and Classification of the Subsidiary That Acquired the Security Being Reported on By the Parent Holding Company:
    Not applicable.
    Item 8.
    Identification and Classification of Members of the Group
    Not applicable.
    Item 9
    Notice of Dissolution of Group:
    Not applicable.
    Item 10.
    Certification:
    Not applicable.









    CUSIP NO.
    516806205
    Page
    6
    of
    6


    SIGNATURE
    After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

     Date: November 14, 2024
    By:
    /s/ Murray Forbes III
    Murray Forbes III
    Chief Financial Officer





    Get the next $VTLE alert in real time by email

    Chat with this insight

    Save time and jump to the most important pieces.

    Recent Analyst Ratings for
    $VTLE

    DatePrice TargetRatingAnalyst
    4/7/2025$17.00Buy → Neutral
    Citigroup
    3/5/2025$62.00 → $27.00Buy → Hold
    Siebert Williams Shank
    1/3/2025Underperform → Peer Perform
    Wolfe Research
    8/16/2024Overweight → Sector Weight
    KeyBanc Capital Markets
    7/18/2024$50.00Underperform
    Wolfe Research
    6/14/2024Underperform
    BofA Securities
    1/3/2024Neutral
    Mizuho
    12/8/2023$48.00Underperform
    BofA Securities
    More analyst ratings

    $VTLE
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • Vital Energy Reports First-Quarter 2025 Financial and Operating Results

      TULSA, OK, May 12, 2025 (GLOBE NEWSWIRE) -- Vital Energy, Inc. (NYSE:VTLE) ("Vital Energy" or the "Company") today reported first-quarter 2025 financial and operating results. Supplemental slides have been posted to the Company's website and can be found at www.vitalenergy.com. A conference call to discuss results is planned for 7:30 a.m. CT, Tuesday, May 13, 2025. A webcast will be available through the Company's website. First-Quarter 2025 Highlights Reduced total and Net Debt1 by $145.0 million and $133.5 million, respectively, through free cash flow, net changes in working capital, and the sale of non-core assetsReported a net loss of $18.8 million, Adjusted Net Income1 of $89.5 mill

      5/12/25 4:30:51 PM ET
      $VTLE
      Oil & Gas Production
      Energy
    • Vital Energy Provides Details for its First-Quarter 2025 Earnings Release and Conference Call

      TULSA, OK, April 02, 2025 (GLOBE NEWSWIRE) -- Vital Energy, Inc. (NYSE:VTLE) ("Vital Energy" or the "Company") will report its first-quarter 2025 financial and operating results after market close on Monday, May 12, 2025. A conference call to discuss results is planned for 7:30 a.m. CT on Tuesday, May 13, 2025. A webcast of the call will be available on the Company's website at www.vitalenergy.com "Investor Relations | News & Presentations | Upcoming Events." About Vital Energy Vital Energy, Inc. is an independent energy company with headquarters in Tulsa, Oklahoma. Vital Energy's business strategy is focused on the acquisition, exploration and development of oil and natural gas propert

      4/2/25 4:30:55 PM ET
      $VTLE
      Oil & Gas Production
      Energy
    • Vital Energy Reports Fourth-Quarter and Full-Year 2024 Financial and Operating Results

      Reports record total and oil production for 4Q-24 and FY-24 Updates development inventory to >11 years of oil-weighted locations TULSA, OK, Feb. 19, 2025 (GLOBE NEWSWIRE) -- Vital Energy, Inc. (NYSE:VTLE) ("Vital Energy" or the "Company") today reported fourth-quarter and full-year 2024 financial and operating results and provided its 2025 outlook. Supplemental slides have been posted to the Company's website and can be found at www.vitalenergy.com. A conference call to discuss results is planned for 7:30 a.m. CT, Thursday, February 20, 2025. A webcast will be available on the Company's website. Fourth-Quarter 2024 Highlights Successfully integrated Point Energy assets; acquired produc

      2/19/25 4:30:05 PM ET
      $VTLE
      Oil & Gas Production
      Energy

    $VTLE
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Large owner Campbell Richard D bought $88,750 worth of shares (5,000 units at $17.75) (SEC Form 4)

      4 - Vital Energy, Inc. (0001528129) (Issuer)

      4/7/25 2:47:42 PM ET
      $VTLE
      Oil & Gas Production
      Energy
    • President & CEO Pigott M. Jason bought $94,625 worth of shares (2,500 units at $37.85), increasing direct ownership by 1% to 169,389 units (SEC Form 4)

      4 - Vital Energy, Inc. (0001528129) (Issuer)

      8/12/24 4:30:58 PM ET
      $VTLE
      Oil & Gas Production
      Energy

    $VTLE
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Large owner Campbell Richard D bought $88,750 worth of shares (5,000 units at $17.75) (SEC Form 4)

      4 - Vital Energy, Inc. (0001528129) (Issuer)

      4/7/25 2:47:42 PM ET
      $VTLE
      Oil & Gas Production
      Energy
    • VP & CAO Faulkner Stephen L Jr covered exercise/tax liability with 656 shares, decreasing direct ownership by 6% to 11,021 units (SEC Form 4)

      4 - Vital Energy, Inc. (0001528129) (Issuer)

      4/2/25 4:37:54 PM ET
      $VTLE
      Oil & Gas Production
      Energy
    • Amendment: SEC Form 4 filed by Director Kuran Shihab A.

      4/A - Vital Energy, Inc. (0001528129) (Issuer)

      3/13/25 4:44:15 PM ET
      $VTLE
      Oil & Gas Production
      Energy

    $VTLE
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more

    $VTLE
    Financials

    Live finance-specific insights

    See more

    $VTLE
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more

    $VTLE
    SEC Filings

    See more
    • Vital Energy downgraded by Citigroup with a new price target

      Citigroup downgraded Vital Energy from Buy to Neutral and set a new price target of $17.00

      4/7/25 11:59:34 AM ET
      $VTLE
      Oil & Gas Production
      Energy
    • Vital Energy downgraded by Siebert Williams Shank with a new price target

      Siebert Williams Shank downgraded Vital Energy from Buy to Hold and set a new price target of $27.00 from $62.00 previously

      3/5/25 7:48:47 AM ET
      $VTLE
      Oil & Gas Production
      Energy
    • Vital Energy upgraded by Wolfe Research

      Wolfe Research upgraded Vital Energy from Underperform to Peer Perform

      1/3/25 7:52:48 AM ET
      $VTLE
      Oil & Gas Production
      Energy
    • Vital Energy Reports First-Quarter 2025 Financial and Operating Results

      TULSA, OK, May 12, 2025 (GLOBE NEWSWIRE) -- Vital Energy, Inc. (NYSE:VTLE) ("Vital Energy" or the "Company") today reported first-quarter 2025 financial and operating results. Supplemental slides have been posted to the Company's website and can be found at www.vitalenergy.com. A conference call to discuss results is planned for 7:30 a.m. CT, Tuesday, May 13, 2025. A webcast will be available through the Company's website. First-Quarter 2025 Highlights Reduced total and Net Debt1 by $145.0 million and $133.5 million, respectively, through free cash flow, net changes in working capital, and the sale of non-core assetsReported a net loss of $18.8 million, Adjusted Net Income1 of $89.5 mill

      5/12/25 4:30:51 PM ET
      $VTLE
      Oil & Gas Production
      Energy
    • Vital Energy Provides Details for its First-Quarter 2025 Earnings Release and Conference Call

      TULSA, OK, April 02, 2025 (GLOBE NEWSWIRE) -- Vital Energy, Inc. (NYSE:VTLE) ("Vital Energy" or the "Company") will report its first-quarter 2025 financial and operating results after market close on Monday, May 12, 2025. A conference call to discuss results is planned for 7:30 a.m. CT on Tuesday, May 13, 2025. A webcast of the call will be available on the Company's website at www.vitalenergy.com "Investor Relations | News & Presentations | Upcoming Events." About Vital Energy Vital Energy, Inc. is an independent energy company with headquarters in Tulsa, Oklahoma. Vital Energy's business strategy is focused on the acquisition, exploration and development of oil and natural gas propert

      4/2/25 4:30:55 PM ET
      $VTLE
      Oil & Gas Production
      Energy
    • Vital Energy Reports Fourth-Quarter and Full-Year 2024 Financial and Operating Results

      Reports record total and oil production for 4Q-24 and FY-24 Updates development inventory to >11 years of oil-weighted locations TULSA, OK, Feb. 19, 2025 (GLOBE NEWSWIRE) -- Vital Energy, Inc. (NYSE:VTLE) ("Vital Energy" or the "Company") today reported fourth-quarter and full-year 2024 financial and operating results and provided its 2025 outlook. Supplemental slides have been posted to the Company's website and can be found at www.vitalenergy.com. A conference call to discuss results is planned for 7:30 a.m. CT, Thursday, February 20, 2025. A webcast will be available on the Company's website. Fourth-Quarter 2024 Highlights Successfully integrated Point Energy assets; acquired produc

      2/19/25 4:30:05 PM ET
      $VTLE
      Oil & Gas Production
      Energy
    • SEC Form SC 13G filed by Vital Energy Inc.

      SC 13G - Vital Energy, Inc. (0001528129) (Subject)

      11/14/24 4:08:20 PM ET
      $VTLE
      Oil & Gas Production
      Energy
    • Amendment: SEC Form SC 13G/A filed by Vital Energy Inc.

      SC 13G/A - Vital Energy, Inc. (0001528129) (Subject)

      9/5/24 4:15:23 PM ET
      $VTLE
      Oil & Gas Production
      Energy
    • Amendment: SEC Form SC 13G/A filed by Vital Energy Inc.

      SC 13G/A - Vital Energy, Inc. (0001528129) (Subject)

      7/10/24 6:25:19 AM ET
      $VTLE
      Oil & Gas Production
      Energy
    • Vital Energy Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Regulation FD Disclosure, Financial Statements and Exhibits

      8-K - Vital Energy, Inc. (0001528129) (Filer)

      5/12/25 4:37:00 PM ET
      $VTLE
      Oil & Gas Production
      Energy
    • SEC Form 10-Q filed by Vital Energy Inc.

      10-Q - Vital Energy, Inc. (0001528129) (Filer)

      5/12/25 4:34:55 PM ET
      $VTLE
      Oil & Gas Production
      Energy
    • SEC Form DEFA14A filed by Vital Energy Inc.

      DEFA14A - Vital Energy, Inc. (0001528129) (Filer)

      4/10/25 4:34:46 PM ET
      $VTLE
      Oil & Gas Production
      Energy