MNR — what changed in the latest 10-Q
A section-by-section comparison of MNR's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-08-06 vs the prior 10-Q · 2026-05-07
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +34 | −18 | ~19 | 21 |
| Market risk (Item 3) | Text added/removed | 0 | −1 | ~5 | 4 |
| Controls & procedures | Text added/removed | 0 | 0 | ~2 | 1 |
| Legal proceedings | Text added/removed | 0 | 0 | ~1 | 2 |
| Risk factors | No material changes reported (points to the 10-K) | — | — | — | — |
| Other information | Text added/removed | 0 | 0 | ~1 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-08-06
For the three-month period ended June 30, 2026, we had realized losses on derivative instruments of $18.2 million and unrealized gains of $41.7 million for total gains of $23.5 million. For the three-month period ended June 30, 2025, we had realized gains on derivative instruments of $7.0 million an…
million. The increase in realized losses is primarily due to the significant increase in oil prices during the three-month period ending June 30, 2026.
Midstream revenue increased $3.1 million, or 50% for the three-month period ended June 30, 2026, as compared to the three-month period ended June 30, 2025, due to the acquisition of additional midstream facilities in the IKAV Acquisition in September 2025.
Product sales decreased $1.0 million, or 14% for the three-month period ended June 30, 2026, as compared to the three-month period ended June 30, 2025. This decrease was primarily a result of decreases in the average selling price of natural gas. These decreases corresponded with the decrease in our…
Gathering and processing expense increased $16.2 million, or 51%, and decreased $0.64 per Boe, or 15%, for the three-month period ended June 30, 2026, as compared to the three-month period ended June 30, 2025, primarily as a result of the 130% increase in natural gas production and the 19% increase …
Text removed vs the prior filing · source: 10-Q · 2026-05-07
For the three-month period ended March 31, 2026, we had realized gains on derivative instruments of $6.9 million and unrealized losses of $103.8 million for total losses of $96.9 million. For the three-month period ended March 31, 2025, we
had realized gains on derivative instruments of $1.6 million and unrealized losses of $42.3 million for total losses of $40.7 million. The increase in unrealized losses is primarily due to the increase in oil prices. The increase in realized gains is primarily due to $17.5 million in early settlemen…
Product sales decreased $0.9 million, or 11% for the three-month period ended March 31, 2026, as compared to the three-month period ended March 31, 2025. This decrease was primarily a result of a decreases in the average selling price on natural gas and NGLs. These decreases corresponded with the de…
Midstream revenue increased $3.5 million, or 57% for the three-month period ended March 31, 2026, as compared to the three-month period ended March 31, 2025, due to the acquisition of additional midstream facilities in the IKAV Acquisition in September 2025.
Gathering and processing expense increased $31.1 million, or 110%, and $0.31 per Boe, or 8%, for the three-month period ended March 31, 2026, as compared to the three-month period ended March 31, 2025, primarily as a result of the 159% increase in natural gas production and the 18% increase in NGL p…
Market risk (Item 3)
Text removed vs the prior filing · source: 10-Q · 2026-05-07
differentials, weather conditions and other factors. Commodity prices have long been volatile and unpredictable, and we expect this volatility to continue in the future.
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice