Looking at this filing, I need to assess the substantive disclosure content. The filing is a Form 10-K for Tamboran Resources Corporation for the fiscal year ended June 30, 2026. The text provided includes the cover page, table of contents, and a glossary of terms. The substantive operational/financial disclosure content (excluding cover page, boilerplate, glossary definitions, cautionary language blocks, and the table of contents) is minimal - the glossary definitions are boilerplate industry/company term definitions, not substantive financial or operational disclosures. However, the cover page does contain some substantive facts: aggregate market value of $468,176,582 as of December 31, 2025, shares outstanding of 34,960,006 as of September 23, 2026, the Beetaloo Joint Venture details (77.5%/22.5% working interest split acquired May 28, 2026), and filer status indicators. These constitute substantive disclosure content exceeding 150 words when combined.

Tamboran Resources Corporation filed its Annual Report on Form 10-K with the U.S. Securities and Exchange Commission on October 30, 2026, covering the fiscal year ended June 30, 2026.

Key Highlights

  • Shares outstanding: As of September 23, 2026, Tamboran Resources had 34,960,006 shares of common stock outstanding, according to the filing.
  • Market value of non-affiliate equity: The aggregate market value of voting and non-voting common equity held by non-affiliates was $468,176,582 as of December 31, 2025.
  • Filer classifications: The company is classified as a non-accelerated filer, a smaller reporting company, and an emerging growth company under applicable SEC definitions.
  • Beetaloo Joint Venture acquisition: The filing discloses that Tamboran acquired Falcon Australia's 22.5% non-operated working interest in the Beetaloo Joint Venture on May 28, 2026, with TB1 Operator holding a 77.5% working interest.
  • Exchange listing: Common stock ($0.001 par value) trades under the symbol TBN on the NYSE:TBN, with CDIs also maintained on the Australian Securities Exchange.
  • Well-known seasoned issuer: The registrant indicated it qualifies as a well-known seasoned issuer as defined in Rule 405 of the Securities Act.

Tamboran Resources' Fiscal 2026 Annual Disclosure: Key Filing Details

Tamboran Resources Corporation (NYSE:TBN), a Delaware-incorporated company headquartered in Barangaroo, New South Wales, Australia, submitted its Form 10-K annual report for the fiscal year ended June 30, 2026. The filing was made under Commission File Number 001-42149. The company's principal executive offices are located at Suite 01, Level 39, Tower One, International Towers, Sydney, 100 Barangaroo Avenue, Barangaroo, New South Wales, Australia 2000, according to the filing.

Among the corporate developments disclosed, the filing identifies the Beetaloo Joint Venture as an unincorporated joint venture covering Exploration Permits 76, 98, and 117, with TB1 Operator holding a 77.5% working interest and Falcon Australia holding a 22.5% non-operated working interest. The filing states that Tamboran acquired this interest on May 28, 2026, in a transaction referred to in the document as the "Falcon Acquisition" or "Arrangement." The Beetaloo Basin, referenced throughout the filing, is located in the Northern Territory, Australia.

The filing also notes that portions of the Tamboran Resources Corporation Proxy Statement for the 2026 Annual Meeting of stockholders are incorporated by reference into Part III of the annual report. The company reported that it has filed all required reports under the Securities Exchange Act of 1934 during the preceding 12 months and has been subject to filing requirements for the past 90 days. The registrant confirmed it is not a shell company and has not filed a Section 404(b) attestation by a registered public accounting firm regarding internal control over financial reporting.

What Was Disclosed

Tamboran Resources Corporation filed its fiscal year 2026 Form 10-K, disclosing 34,960,006 shares outstanding as of September 23, 2026, a non-affiliate market equity value of $468,176,582 as of December 31, 2025, and the May 28, 2026 acquisition of a 22.5% working interest in the Beetaloo Joint Venture.