Venture Global CFO Thayer sells $2.8m in stock

Jonathan W. Thayer, Chief Financial Officer at Venture Global, Inc. (NASDAQ:VG), recently sold shares of the company’s Class A Common Stock totaling approximately $2,819,819. The transactions occurred over two days in October 2026.

On October 19, Mr. Thayer sold 111,111 shares of Class A Common Stock at a weighted average price of $12.6772 per share. The prices for these individual sales ranged from $12.52 to $12.86. This transaction amounted to approximately $1,408,820. The following day, October 20, he sold an additional 111,111 shares at a weighted average price of $12.7012 per share, with prices ranging from $12.55 to $13.20. This second sale totaled approximately $1,411,000.

These sales followed the exercise of stock options. On both October 19 and October 20, Mr. Thayer acquired 111,111 shares of Class A Common Stock each day, at an exercise price of $1.16 per share. The total value of the shares acquired through these exercises was approximately $257,777. The stock options exercised were fully vested and exercisable.

Following these transactions, Mr. Thayer directly holds no Class A Common Stock. He continues to hold 17,823,880 stock options.The insider sale comes as Venture Global trades at $12.61, up 120% from its 52-week low of $5.72. According to InvestingPro analysis, the stock appears undervalued relative to its Fair Value, placing it among opportunities on the Most Undervalued stocks list. The company carries a P/E ratio of 9.89 and achieved impressive revenue growth of 101% over the last twelve months. For deeper insights into VG’s financial health and growth prospects, investors can access the comprehensive Pro Research Report, available for this and 1,400+ other US equities.

In other recent news, Venture Global has been active with several significant developments. The company has entered into agreements with GE Vernova and Baker Hughes Energy Services to construct gas-fired power plants at its facilities, which will support up to 10 gigawatts of computing capacity for AI data centers. These new power plants will operate independently of the electrical grid. Analyst firms have varied in their assessments of Venture Global, with Wells Fargo upgrading its rating to Overweight, citing confidence in the company’s data center strategy, while Bernstein maintained a Market Perform rating, noting the company’s expansion into AI infrastructure. Goldman Sachs reiterated a Buy rating but adjusted its third-quarter 2026 EBITDA estimate downward to $2,517 million, citing softer margins and volumes. Meanwhile, RBC Capital reiterated an Outperform rating, commenting on the company’s third-quarter 2026 cargo export data and liquefaction fees from its Calcasieu Pass and Plaquemines facilities. These developments reflect Venture Global’s strategic moves in the energy and AI sectors.