EOGEOG Resources

2 paragraphs in Risk Factors of the 10-K filed Feb 24, 2026 with nothing like them in the 10-K filed Feb 27, 2025. Quoted exactly. Paragraphs that were only edited are under 10-K change.

Compared with the Risk Factors in the latest 10-K of the other 19 Energy companies: a paragraph with at least half its words the same at another company is called similar, and the companies are listed under it. A paragraph most of them have is marked boilerplate. No line means no other company has one like it. This counts text; it does not say how serious a risk is.

We have undertaken (and continue to undertake) initiatives to increase our drilling, completions and operating efficiencies and improve the performance of our wells. Such initiatives include (among others): (i) our downhole drilling motor program; (ii) enhanced techniques for completing our wells; (iii) drilling extended laterals; and (iv) our self-sourced sand program. In addition, from time to time (when available and advantageous), we enter into agreements with service providers to secure the costs and availability of certain drilling and completions services we utilize as part of our operations.

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Local, state, federal and international regulatory bodies have been focused on GHG emissions and climate change issues in recent years. For discussion of the rules and regulations adopted by the U.S. EPA and the Bureau of Land Management with respect to GHG emissions and related matters and the related actions taken by the U.S. Congress, see ITEM 1, Business – Regulation – Climate Change – United States.

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New in the latest 10-Q

13 paragraphs in the 10-Q filed Nov 5, 2026 with nothing like them in the 10-Q filed Aug 4, 2026 (at least half the words must differ; new numbers alone do not count). Quoted exactly, grouped by the item heading above them. This is text that changed, not a judgement of how serious it is.

Financial statements and notes

Common Additional Paid-In Capital Accumulated Other Comprehensive Loss Retained Earnings Common Stock Held in Treasury Total Stockholders’ Equity

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Common Additional Paid-In Capital Accumulated Other Comprehensive Loss Retained Earnings Common Stock Held in Treasury Total Stockholders’ Equity

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(2) Includes oil and gas properties from the Encino acquisition of $ 6,633 million.

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(1) The current portion of Assets from Price Risk Management consists of gross assets of $ 45 million, partially offset by gross liabilities of $ 1 million at September 30, 2026.

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During the nine months ended September 30, 2026, EOG received proceeds from asset sales of $ 394 million, primarily from the sale of its entire interests and related fixed assets in the northern Midland Basin and in the Barnett Shale. EOG recognized net gains on asset dispositions of $ 331 million during the same period, primarily from the sale of its entire interest and related fixed assets in the Barnett Shale and various lease exchanges in the Permian Basin.

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Subsequent Event. During the third quarter of 2026, EOG entered into a purchase and sale agreement to sell its entire interest and related fixed assets in the Woodford Oil Window for $ 180 million, subject to customary closing adjustments. This transaction closed on October 19, 2026.

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In the third quarter of 2026, EOG finalized its purchase price allocation for the Encino acquisition, which resulted in a net increase of $ 30 million in Oil and Gas Properties, along with other immaterial changes.

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The following table represents the final allocation of the total purchase price of Encino (in millions):

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MD&A

In July 2026, EOG entered into a purchase and sale agreement for the sale of its entire interest and related fixed assets in the Barnett Shale for $220 million (subject to customary closing adjustments), which closed on September 15, 2026. Further, in September 2026, EOG entered into a purchase and sale agreement for the sale of its entire interest and related fixed assets in the Woodford Oil Window for $180 million (subject to customary closing adjustments), which closed on October 19, 2026. The aggregate production attributable to EOG's interests in the Barnett Shale and Woodford Oil Window for the quarter ended September 30, 2026, was approximately 16 MBoed, of which approximately 2 MBbld was crude oil and condensate.

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Other information

The arrangement also provides for the sale by Ms. Janssen of (i) 100% of the net shares to be received by Ms. Janssen upon the vesting of 3,947 shares of restricted stock previously granted to her and (ii) 100% of the net shares to be received by Ms. Janssen upon the vesting of 5,921 restricted stock units with performance-based conditions (i.e., performance units) previously granted to her, in each case, at the then-prevailing market price and subject to EOG's withholding of shares in satisfaction of the tax withholding obligations arising upon such vesting.

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Item 6

*10.1 Form of Restricted Stock Award Agreement for EOG Resources, Inc. 2021 Omnibus Equity Compensation Plan (applicable to grants made on or after September 25, 2026).

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*10.2 Form of Restricted Stock Unit Award Agreement for EOG Resources, Inc. 2021 Omnibus Equity Compensation Plan (applicable to grants made on or after September 25, 2026).

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*10.3 Form of Restricted Stock Unit with Performance-Based Conditions ("Performance Unit") Award Agreement for EOG Resources, Inc. 2021 Omnibus Equity Compensation Plan (applicable to grants made on or after September 25, 2026).

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The 10-Q's risk factors against the 10-K

Item 1A of the 10-Q filed Nov 5, 2026 against Item 1A of the 10-K filed Feb 24, 2026. A 10-Q repeats only the risks that changed, so a 10-K paragraph that is missing from it is not counted as removed. Added is a paragraph with nothing like it in the 10-K, Reworded a sentence that is in both with several words changed, Quiet changes a sentence in both where one to four words changed and one is a hedge or a modal (cut words struck through, new words highlighted and underlined). Text on the page, not a score; each links to the filing at sec.gov.

This 10-Q has no Item 1A (Risk Factors) text of its own, so there is nothing to compare. Many companies leave it out when their risks have not changed.