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BATTALION OIL CORP

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Tapewire entity
6921
SEC CIK
0001282648
Parsed reports
302

Last 12 months

Inside the activity.

2 purchase rows · 12 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 2026011
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202621
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
September 21, 2026 Filed Sep 23, 2026 20:01 UTC
Barrett Jonathan DanDirector · 10% owner
OtherCommon Stock 187,523 $0.00 $0.00
Disclosure

SEC source: 0001104659-26-109968 · tm2626019-1_4seq1.xml · nonDerivative · entry 1

LUMINUS MANAGEMENT LLC · CIK 0001279151 · 10% owner

Luminus Energy Partners Master Fund, Ltd. · CIK 0001405850 · 10% owner

Barrett Jonathan Dan · CIK 0001731639 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 881,932

F1 · kind: As previously disclosed, on March 24, 2026, Luminus Energy Partners Master Fund, Ltd. ("Master Fund") effected a distribution in kind of 5,200,000 shares (the "Shares") of common stock of the Issuer in the aggregate to: (i) its two feeder funds, Luminus Energy Partners QP, LP, a Delaware limited partnership ("LEP Onshore"), which received 2,117,138 Shares, and LEP Offshore (through LILP, an intermediary entity which received 2,641,190 Shares); and (ii) two affiliates that have economic interests in the Master Fund, namely LCP Onshore, which received 391,694 Shares, and LCP Offshore, which received 91,930 Shares. Each of the Funds had issued illiquid certificates to their respective investors on April 1, 2020.

F2 · kind: In connection with the distribution in kind, the Manager planned to distribute 5,200,000 shares of common stock. As Certificate Holders entitled to receive 1,145,542 shares of common stock (the "Segregated Shares") in the aggregate did not either (i) respond or provide the requisite information to the Fund's administrator and the Manager to receive the Segregated Shares, (ii) were unable to accept delivery of the Segregated Shares or (iii) chose not to participate in the distribution (such Certificate Holders being referred to as the "Non Returners"), the Master Fund continues to hold the Segregated Shares and retains both voting and disposition power over the Segregated Shares.

F3 · kind: The Master Fund, however, has no economic interest in the Segregated Shares as the Master Fund is holding the Segregated Shares for the benefit of the Non Returners. On September 21, 2026, the Master Fund distributed 187,523 shares of common stock to certain Non Returners who provided their information.

F4 · balance_after: As of the date of this report, 20,966 of the Segregated Shares remain undistributed. The Master Fund can, in its discretion, sell the Segregated Shares on behalf of the Non Returners and/or make one or more distribution in kind of the Segregated Shares to the Non Returners who provide their requisite information.

F5 · ownership.nature: Shares reported herein are held by the Master Fund for which Luminus Management, LLC serves as the investment manager. Jonathan Barrett is the ultimate beneficial owner of Luminus Management, LLC. Each of the Reporting Persons disclaims beneficial ownership of the shares reported herein except to the extent of its or his pecuniary interest therein.

Read SEC document
August 27, 2026 Filed Aug 28, 2026 18:37 UTC PurchaseCommon Stock 14,400 $1.31 $18,864.00
Disclosure

SEC source: 0001104659-26-103373 · tm2624313-3_4seq1.xml · nonDerivative · entry 1

Hinds Gregory S. · CIK 0001545974 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,001

Read SEC document
August 26, 2026 Filed Aug 28, 2026 18:36 UTC PurchaseCommon Stock 70,000 $1.30 $91,168.00
Disclosure

SEC source: 0001104659-26-103372 · tm2624313-2_4seq1.xml · nonDerivative · entry 1

ROGERS WILLIAM D · CIK 0001327420 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,000

F1 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $1.2950 to $1.3100, inclusive.

Read SEC document
August 26, 2026 Filed Aug 28, 2026 18:34 UTC
Mayer Walter RSVP, General Counsel
SaleCommon Stock 6,479 $1.30 $8,435.66
Disclosure

SEC source: 0001104659-26-103371 · tm2624313-1_4seq1.xml · nonDerivative · entry 1

Mayer Walter R · CIK 0001791669 · SVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 174

F2 · shares: The shares sold were acquired by the Reporting Person upon settlement of restricted stock units (RSU) granted on February 20, 2020 under the Issuer's equity incentive plan, as previously reported on the Reporting Person's Forms 4 filed on June 23, 2026 and July 17, 2026. The RSU grant and issuance of the shares upon settlement of the RSUs was approved by the Board of Directors and was exempt from Section 16(b) of the Securities Exchange Act of 1934 pursuant to Rule 16b-3. None of the reported securities were acquired through a market purchase.

F1 · price: The sales were executed in multiple trades at prices ranging from $1.3000 to $1.3050, inclusive. The price reported reflects the weighted average sale price.

Read SEC document
August 07, 2026 Filed Aug 7, 2026 21:45 UTC
Segal Paul10% owner
ConversionSeries A-4 Redeemable Convertible Preferred Stock · Derivative 3,789 $0.00 $0.00
Disclosure

SEC source: 0001104659-26-092798 · tm2622580-2_4seq1.xml · derivative · entry 10

Gen IV Investment Opportunities, LLC · CIK 0001697367 · 10% owner

LSP Generation IV, LLC · CIK 0001730248 · 10% owner

LSP Investment Advisors, LLC · CIK 0001728850 · 10% owner

Segal Paul · CIK 0001427470 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 833,383 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: On August 7, 2026, Gen IV and the Company entered into the Preferred Stock Repurchase and Conversion Agreement to effect (i) the Company's repurchase of 5,138 shares of Series A Redeemable Convertible Preferred Stock and 6,578.11 shares of Series A-1 Redeemable Convertible Preferred Stock, par value $0.0001 per share ("Series A-1 Preferred Shares") from Gen IV for an aggregate purchase price of $19,000,000; and (ii) the conversion of 1,231.89 shares of Series A-1 Preferred Shares, 6,630 shares of Series A-2 Redeemable Convertible Preferred Stock, par value $0.0001 per share ("Series A-2 Preferred Shares"), 3,789 shares of Series A-3 Redeemable Convertible Preferred Stock, par value $0.0001 per share ("Series A-3 Preferred Shares"), and 3,789 shares of Series A-4 Redeemable Convertible Preferred Stock, par value $0.0001 per share ("Series A-4 Preferred Shares") into an aggregate of 3,494,259 shares of common stock, par value $0.0001 per share ("Common Stock") of the Company.

F3 · derivative.exercise_price: No additional consideration was paid in connection with such conversion.

F8 · derivative.exercise_price: The shares of Series A-4 Preferred Shares were convertible at any time after September 10, 2024 into shares of Common Stock, subject to the terms and conditions of the Certificate of Designations for the Series A-4 Preferred Shares (the "Series A-4 Certificate of Designations"). The Conversion Ratio for each Series A-4 Preferred Share was calculated as the quotient of (i) the then-applicable liquidation preference (as determined in accordance with the Series A-4 Certificate of Designations) and (ii) the conversion price of $6.42.

F1 · shares: This Form 4 is jointly filed by Gen IV Investment Opportunities, LLC ("Gen IV"), a Delaware limited liability company, LSP Generation IV, LLC ("LSP Gen IV"), a Delaware limited liability company, LSP Investment Advisors, LLC ("LSP Advisors"), a Delaware limited liability company, and Paul Segal, President of Gen IV. LSP Gen IV, as the managing member of Gen IV, has the power to direct the affairs of Gen IV, including voting and disposing of the shares. LSP Advisors, as the investment manager of Gen IV, also has the power to direct the voting and disposition of the shares held by Gen IV. Mr. Segal as President of Gen IV, also has the power to direct the voting and disposition of the shares Held by Gen IV. For Section 16 purposes, LSP Gen IV, LSP Advisors, and Mr. Segal, disclaim beneficial ownership over the shares reported herein, except to the extent of their pecuniary interest therein.

F4 · derivative.expiration_date: None of the Series A Preferred Shares, Series A-1 Preferred Shares, Series A-2 Preferred Shares, Series A-3 Preferred Shares or Series A-4 Preferred Shares has an expiration date.

Read SEC document
August 07, 2026 Filed Aug 7, 2026 21:45 UTC
Segal Paul10% owner
ConversionSeries A-3 Redeemable Convertible Preferred Stock · Derivative 3,789 $0.00 $0.00
Disclosure

SEC source: 0001104659-26-092798 · tm2622580-2_4seq1.xml · derivative · entry 9

Gen IV Investment Opportunities, LLC · CIK 0001697367 · 10% owner

LSP Generation IV, LLC · CIK 0001730248 · 10% owner

LSP Investment Advisors, LLC · CIK 0001728850 · 10% owner

Segal Paul · CIK 0001427470 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 799,216 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: On August 7, 2026, Gen IV and the Company entered into the Preferred Stock Repurchase and Conversion Agreement to effect (i) the Company's repurchase of 5,138 shares of Series A Redeemable Convertible Preferred Stock and 6,578.11 shares of Series A-1 Redeemable Convertible Preferred Stock, par value $0.0001 per share ("Series A-1 Preferred Shares") from Gen IV for an aggregate purchase price of $19,000,000; and (ii) the conversion of 1,231.89 shares of Series A-1 Preferred Shares, 6,630 shares of Series A-2 Redeemable Convertible Preferred Stock, par value $0.0001 per share ("Series A-2 Preferred Shares"), 3,789 shares of Series A-3 Redeemable Convertible Preferred Stock, par value $0.0001 per share ("Series A-3 Preferred Shares"), and 3,789 shares of Series A-4 Redeemable Convertible Preferred Stock, par value $0.0001 per share ("Series A-4 Preferred Shares") into an aggregate of 3,494,259 shares of common stock, par value $0.0001 per share ("Common Stock") of the Company.

F3 · derivative.exercise_price: No additional consideration was paid in connection with such conversion.

F7 · derivative.exercise_price: The shares of Series A-3 Preferred Shares were convertible at any time after July 24, 2025 into shares of Common Stock, subject to the terms and conditions of the Certificate of Designations for the Series A-3 Preferred Shares (the "Series A-3 Certificate of Designations"). The Conversion Ratio for each Series A-3 Preferred Share was calculated as the quotient of (i) the then-applicable liquidation preference (as determined in accordance with the Series A-3 Certificate of Designations) and (ii) the conversion price of $6.83.

F1 · shares: This Form 4 is jointly filed by Gen IV Investment Opportunities, LLC ("Gen IV"), a Delaware limited liability company, LSP Generation IV, LLC ("LSP Gen IV"), a Delaware limited liability company, LSP Investment Advisors, LLC ("LSP Advisors"), a Delaware limited liability company, and Paul Segal, President of Gen IV. LSP Gen IV, as the managing member of Gen IV, has the power to direct the affairs of Gen IV, including voting and disposing of the shares. LSP Advisors, as the investment manager of Gen IV, also has the power to direct the voting and disposition of the shares held by Gen IV. Mr. Segal as President of Gen IV, also has the power to direct the voting and disposition of the shares Held by Gen IV. For Section 16 purposes, LSP Gen IV, LSP Advisors, and Mr. Segal, disclaim beneficial ownership over the shares reported herein, except to the extent of their pecuniary interest therein.

F4 · derivative.expiration_date: None of the Series A Preferred Shares, Series A-1 Preferred Shares, Series A-2 Preferred Shares, Series A-3 Preferred Shares or Series A-4 Preferred Shares has an expiration date.

Read SEC document
August 07, 2026 Filed Aug 7, 2026 21:45 UTC
Segal Paul10% owner
ConversionSeries A-2 Redeemable Convertible Preferred Stock · Derivative 6,630 $0.00 $0.00
Disclosure

SEC source: 0001104659-26-092798 · tm2622580-2_4seq1.xml · derivative · entry 8

Gen IV Investment Opportunities, LLC · CIK 0001697367 · 10% owner

LSP Generation IV, LLC · CIK 0001730248 · 10% owner

LSP Investment Advisors, LLC · CIK 0001728850 · 10% owner

Segal Paul · CIK 0001427470 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,607,845 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: On August 7, 2026, Gen IV and the Company entered into the Preferred Stock Repurchase and Conversion Agreement to effect (i) the Company's repurchase of 5,138 shares of Series A Redeemable Convertible Preferred Stock and 6,578.11 shares of Series A-1 Redeemable Convertible Preferred Stock, par value $0.0001 per share ("Series A-1 Preferred Shares") from Gen IV for an aggregate purchase price of $19,000,000; and (ii) the conversion of 1,231.89 shares of Series A-1 Preferred Shares, 6,630 shares of Series A-2 Redeemable Convertible Preferred Stock, par value $0.0001 per share ("Series A-2 Preferred Shares"), 3,789 shares of Series A-3 Redeemable Convertible Preferred Stock, par value $0.0001 per share ("Series A-3 Preferred Shares"), and 3,789 shares of Series A-4 Redeemable Convertible Preferred Stock, par value $0.0001 per share ("Series A-4 Preferred Shares") into an aggregate of 3,494,259 shares of common stock, par value $0.0001 per share ("Common Stock") of the Company.

F3 · derivative.exercise_price: No additional consideration was paid in connection with such conversion.

F6 · derivative.exercise_price: The shares of Series A-2 Preferred Shares were convertible at any time after April 13, 2024 into shares of Common Stock, subject to the terms and conditions of the Certificate of Designations for the Series A-2 Preferred Shares (the "Series A-2 Certificate of Designations"). The Conversion Ratio for each Series A-2 Preferred Share was calculated as the quotient of (i) the then-applicable liquidation preference (as determined in accordance with the Series A-2 Certificate of Designations) and (ii) the conversion price of $6.21.

F1 · shares: This Form 4 is jointly filed by Gen IV Investment Opportunities, LLC ("Gen IV"), a Delaware limited liability company, LSP Generation IV, LLC ("LSP Gen IV"), a Delaware limited liability company, LSP Investment Advisors, LLC ("LSP Advisors"), a Delaware limited liability company, and Paul Segal, President of Gen IV. LSP Gen IV, as the managing member of Gen IV, has the power to direct the affairs of Gen IV, including voting and disposing of the shares. LSP Advisors, as the investment manager of Gen IV, also has the power to direct the voting and disposition of the shares held by Gen IV. Mr. Segal as President of Gen IV, also has the power to direct the voting and disposition of the shares Held by Gen IV. For Section 16 purposes, LSP Gen IV, LSP Advisors, and Mr. Segal, disclaim beneficial ownership over the shares reported herein, except to the extent of their pecuniary interest therein.

F4 · derivative.expiration_date: None of the Series A Preferred Shares, Series A-1 Preferred Shares, Series A-2 Preferred Shares, Series A-3 Preferred Shares or Series A-4 Preferred Shares has an expiration date.

Read SEC document
August 07, 2026 Filed Aug 7, 2026 21:45 UTC
Segal Paul10% owner
ConversionSeries A-1 Redeemable Convertible Preferred Stock · Derivative 1,231.89 $0.00 $0.00
Disclosure

SEC source: 0001104659-26-092798 · tm2622580-2_4seq1.xml · derivative · entry 7

Gen IV Investment Opportunities, LLC · CIK 0001697367 · 10% owner

LSP Generation IV, LLC · CIK 0001730248 · 10% owner

LSP Investment Advisors, LLC · CIK 0001728850 · 10% owner

Segal Paul · CIK 0001427470 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 253,815 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: On August 7, 2026, Gen IV and the Company entered into the Preferred Stock Repurchase and Conversion Agreement to effect (i) the Company's repurchase of 5,138 shares of Series A Redeemable Convertible Preferred Stock and 6,578.11 shares of Series A-1 Redeemable Convertible Preferred Stock, par value $0.0001 per share ("Series A-1 Preferred Shares") from Gen IV for an aggregate purchase price of $19,000,000; and (ii) the conversion of 1,231.89 shares of Series A-1 Preferred Shares, 6,630 shares of Series A-2 Redeemable Convertible Preferred Stock, par value $0.0001 per share ("Series A-2 Preferred Shares"), 3,789 shares of Series A-3 Redeemable Convertible Preferred Stock, par value $0.0001 per share ("Series A-3 Preferred Shares"), and 3,789 shares of Series A-4 Redeemable Convertible Preferred Stock, par value $0.0001 per share ("Series A-4 Preferred Shares") into an aggregate of 3,494,259 shares of common stock, par value $0.0001 per share ("Common Stock") of the Company.

F3 · derivative.exercise_price: No additional consideration was paid in connection with such conversion.

F5 · derivative.exercise_price: The shares of Series A-1 Preferred Shares were convertible at any time into shares of Common Stock, subject to the terms and conditions of the Certificate of Designations for the Series A-1 Preferred Shares (the "Series A-1 Certificate of Designation"). The Conversion Ratio for each Series A-1 Preferred Share was calculated as the quotient of (i) the then-applicable liquidation preference (as determined in accordance with the Series A-1 Certificate of Designations) and (ii) the conversion price of $7.63.

F1 · shares: This Form 4 is jointly filed by Gen IV Investment Opportunities, LLC ("Gen IV"), a Delaware limited liability company, LSP Generation IV, LLC ("LSP Gen IV"), a Delaware limited liability company, LSP Investment Advisors, LLC ("LSP Advisors"), a Delaware limited liability company, and Paul Segal, President of Gen IV. LSP Gen IV, as the managing member of Gen IV, has the power to direct the affairs of Gen IV, including voting and disposing of the shares. LSP Advisors, as the investment manager of Gen IV, also has the power to direct the voting and disposition of the shares held by Gen IV. Mr. Segal as President of Gen IV, also has the power to direct the voting and disposition of the shares Held by Gen IV. For Section 16 purposes, LSP Gen IV, LSP Advisors, and Mr. Segal, disclaim beneficial ownership over the shares reported herein, except to the extent of their pecuniary interest therein.

F4 · derivative.expiration_date: None of the Series A Preferred Shares, Series A-1 Preferred Shares, Series A-2 Preferred Shares, Series A-3 Preferred Shares or Series A-4 Preferred Shares has an expiration date.

Read SEC document
August 07, 2026 Filed Aug 7, 2026 21:45 UTC
Segal Paul10% owner
SaleSeries A-1 Redeemable Convertible Preferred Stock · Derivative 6,578.11 Not disclosed Not disclosed
Disclosure

SEC source: 0001104659-26-092798 · tm2622580-2_4seq1.xml · derivative · entry 6

Gen IV Investment Opportunities, LLC · CIK 0001697367 · 10% owner

LSP Generation IV, LLC · CIK 0001730248 · 10% owner

LSP Investment Advisors, LLC · CIK 0001728850 · 10% owner

Segal Paul · CIK 0001427470 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,231.89

Underlying: Common Stock · 1,609,147 shares

Expires not disclosed

F2 · derivative.exercise_price: On August 7, 2026, Gen IV and the Company entered into the Preferred Stock Repurchase and Conversion Agreement to effect (i) the Company's repurchase of 5,138 shares of Series A Redeemable Convertible Preferred Stock and 6,578.11 shares of Series A-1 Redeemable Convertible Preferred Stock, par value $0.0001 per share ("Series A-1 Preferred Shares") from Gen IV for an aggregate purchase price of $19,000,000; and (ii) the conversion of 1,231.89 shares of Series A-1 Preferred Shares, 6,630 shares of Series A-2 Redeemable Convertible Preferred Stock, par value $0.0001 per share ("Series A-2 Preferred Shares"), 3,789 shares of Series A-3 Redeemable Convertible Preferred Stock, par value $0.0001 per share ("Series A-3 Preferred Shares"), and 3,789 shares of Series A-4 Redeemable Convertible Preferred Stock, par value $0.0001 per share ("Series A-4 Preferred Shares") into an aggregate of 3,494,259 shares of common stock, par value $0.0001 per share ("Common Stock") of the Company.

F3 · derivative.exercise_price: No additional consideration was paid in connection with such conversion.

F1 · shares: This Form 4 is jointly filed by Gen IV Investment Opportunities, LLC ("Gen IV"), a Delaware limited liability company, LSP Generation IV, LLC ("LSP Gen IV"), a Delaware limited liability company, LSP Investment Advisors, LLC ("LSP Advisors"), a Delaware limited liability company, and Paul Segal, President of Gen IV. LSP Gen IV, as the managing member of Gen IV, has the power to direct the affairs of Gen IV, including voting and disposing of the shares. LSP Advisors, as the investment manager of Gen IV, also has the power to direct the voting and disposition of the shares held by Gen IV. Mr. Segal as President of Gen IV, also has the power to direct the voting and disposition of the shares Held by Gen IV. For Section 16 purposes, LSP Gen IV, LSP Advisors, and Mr. Segal, disclaim beneficial ownership over the shares reported herein, except to the extent of their pecuniary interest therein.

F2 · price: On August 7, 2026, Gen IV and the Company entered into the Preferred Stock Repurchase and Conversion Agreement to effect (i) the Company's repurchase of 5,138 shares of Series A Redeemable Convertible Preferred Stock and 6,578.11 shares of Series A-1 Redeemable Convertible Preferred Stock, par value $0.0001 per share ("Series A-1 Preferred Shares") from Gen IV for an aggregate purchase price of $19,000,000; and (ii) the conversion of 1,231.89 shares of Series A-1 Preferred Shares, 6,630 shares of Series A-2 Redeemable Convertible Preferred Stock, par value $0.0001 per share ("Series A-2 Preferred Shares"), 3,789 shares of Series A-3 Redeemable Convertible Preferred Stock, par value $0.0001 per share ("Series A-3 Preferred Shares"), and 3,789 shares of Series A-4 Redeemable Convertible Preferred Stock, par value $0.0001 per share ("Series A-4 Preferred Shares") into an aggregate of 3,494,259 shares of common stock, par value $0.0001 per share ("Common Stock") of the Company.

F3 · price: No additional consideration was paid in connection with such conversion.

F4 · derivative.expiration_date: None of the Series A Preferred Shares, Series A-1 Preferred Shares, Series A-2 Preferred Shares, Series A-3 Preferred Shares or Series A-4 Preferred Shares has an expiration date.

Read SEC document
August 07, 2026 Filed Aug 7, 2026 21:45 UTC
Segal Paul10% owner
SaleSeries A Redeemable Convertible Preferred Stock · Derivative 5,138 Not disclosed Not disclosed
Disclosure

SEC source: 0001104659-26-092798 · tm2622580-2_4seq1.xml · derivative · entry 5

Gen IV Investment Opportunities, LLC · CIK 0001697367 · 10% owner

LSP Generation IV, LLC · CIK 0001730248 · 10% owner

LSP Investment Advisors, LLC · CIK 0001728850 · 10% owner

Segal Paul · CIK 0001427470 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · Not disclosed shares

Expires not disclosed

F2 · derivative.exercise_price: On August 7, 2026, Gen IV and the Company entered into the Preferred Stock Repurchase and Conversion Agreement to effect (i) the Company's repurchase of 5,138 shares of Series A Redeemable Convertible Preferred Stock and 6,578.11 shares of Series A-1 Redeemable Convertible Preferred Stock, par value $0.0001 per share ("Series A-1 Preferred Shares") from Gen IV for an aggregate purchase price of $19,000,000; and (ii) the conversion of 1,231.89 shares of Series A-1 Preferred Shares, 6,630 shares of Series A-2 Redeemable Convertible Preferred Stock, par value $0.0001 per share ("Series A-2 Preferred Shares"), 3,789 shares of Series A-3 Redeemable Convertible Preferred Stock, par value $0.0001 per share ("Series A-3 Preferred Shares"), and 3,789 shares of Series A-4 Redeemable Convertible Preferred Stock, par value $0.0001 per share ("Series A-4 Preferred Shares") into an aggregate of 3,494,259 shares of common stock, par value $0.0001 per share ("Common Stock") of the Company.

F3 · derivative.exercise_price: No additional consideration was paid in connection with such conversion.

F1 · shares: This Form 4 is jointly filed by Gen IV Investment Opportunities, LLC ("Gen IV"), a Delaware limited liability company, LSP Generation IV, LLC ("LSP Gen IV"), a Delaware limited liability company, LSP Investment Advisors, LLC ("LSP Advisors"), a Delaware limited liability company, and Paul Segal, President of Gen IV. LSP Gen IV, as the managing member of Gen IV, has the power to direct the affairs of Gen IV, including voting and disposing of the shares. LSP Advisors, as the investment manager of Gen IV, also has the power to direct the voting and disposition of the shares held by Gen IV. Mr. Segal as President of Gen IV, also has the power to direct the voting and disposition of the shares Held by Gen IV. For Section 16 purposes, LSP Gen IV, LSP Advisors, and Mr. Segal, disclaim beneficial ownership over the shares reported herein, except to the extent of their pecuniary interest therein.

F2 · price: On August 7, 2026, Gen IV and the Company entered into the Preferred Stock Repurchase and Conversion Agreement to effect (i) the Company's repurchase of 5,138 shares of Series A Redeemable Convertible Preferred Stock and 6,578.11 shares of Series A-1 Redeemable Convertible Preferred Stock, par value $0.0001 per share ("Series A-1 Preferred Shares") from Gen IV for an aggregate purchase price of $19,000,000; and (ii) the conversion of 1,231.89 shares of Series A-1 Preferred Shares, 6,630 shares of Series A-2 Redeemable Convertible Preferred Stock, par value $0.0001 per share ("Series A-2 Preferred Shares"), 3,789 shares of Series A-3 Redeemable Convertible Preferred Stock, par value $0.0001 per share ("Series A-3 Preferred Shares"), and 3,789 shares of Series A-4 Redeemable Convertible Preferred Stock, par value $0.0001 per share ("Series A-4 Preferred Shares") into an aggregate of 3,494,259 shares of common stock, par value $0.0001 per share ("Common Stock") of the Company.

F3 · price: No additional consideration was paid in connection with such conversion.

F4 · derivative.expiration_date: None of the Series A Preferred Shares, Series A-1 Preferred Shares, Series A-2 Preferred Shares, Series A-3 Preferred Shares or Series A-4 Preferred Shares has an expiration date.

F5 · derivative.underlying_shares: The shares of Series A-1 Preferred Shares were convertible at any time into shares of Common Stock, subject to the terms and conditions of the Certificate of Designations for the Series A-1 Preferred Shares (the "Series A-1 Certificate of Designation"). The Conversion Ratio for each Series A-1 Preferred Share was calculated as the quotient of (i) the then-applicable liquidation preference (as determined in accordance with the Series A-1 Certificate of Designations) and (ii) the conversion price of $7.63.

Read SEC document
August 07, 2026 Filed Aug 7, 2026 21:45 UTC
Segal Paul10% owner
ConversionCommon Stock 833,383 $0.00 $0.00
Disclosure

SEC source: 0001104659-26-092798 · tm2622580-2_4seq1.xml · nonDerivative · entry 4

Gen IV Investment Opportunities, LLC · CIK 0001697367 · 10% owner

LSP Generation IV, LLC · CIK 0001730248 · 10% owner

LSP Investment Advisors, LLC · CIK 0001728850 · 10% owner

Segal Paul · CIK 0001427470 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,494,259

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: This Form 4 is jointly filed by Gen IV Investment Opportunities, LLC ("Gen IV"), a Delaware limited liability company, LSP Generation IV, LLC ("LSP Gen IV"), a Delaware limited liability company, LSP Investment Advisors, LLC ("LSP Advisors"), a Delaware limited liability company, and Paul Segal, President of Gen IV. LSP Gen IV, as the managing member of Gen IV, has the power to direct the affairs of Gen IV, including voting and disposing of the shares. LSP Advisors, as the investment manager of Gen IV, also has the power to direct the voting and disposition of the shares held by Gen IV. Mr. Segal as President of Gen IV, also has the power to direct the voting and disposition of the shares Held by Gen IV. For Section 16 purposes, LSP Gen IV, LSP Advisors, and Mr. Segal, disclaim beneficial ownership over the shares reported herein, except to the extent of their pecuniary interest therein.

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August 07, 2026 Filed Aug 7, 2026 21:45 UTC
Segal Paul10% owner
ConversionCommon Stock 799,216 $0.00 $0.00
Disclosure

SEC source: 0001104659-26-092798 · tm2622580-2_4seq1.xml · nonDerivative · entry 3

Gen IV Investment Opportunities, LLC · CIK 0001697367 · 10% owner

LSP Generation IV, LLC · CIK 0001730248 · 10% owner

LSP Investment Advisors, LLC · CIK 0001728850 · 10% owner

Segal Paul · CIK 0001427470 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,660,876

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: This Form 4 is jointly filed by Gen IV Investment Opportunities, LLC ("Gen IV"), a Delaware limited liability company, LSP Generation IV, LLC ("LSP Gen IV"), a Delaware limited liability company, LSP Investment Advisors, LLC ("LSP Advisors"), a Delaware limited liability company, and Paul Segal, President of Gen IV. LSP Gen IV, as the managing member of Gen IV, has the power to direct the affairs of Gen IV, including voting and disposing of the shares. LSP Advisors, as the investment manager of Gen IV, also has the power to direct the voting and disposition of the shares held by Gen IV. Mr. Segal as President of Gen IV, also has the power to direct the voting and disposition of the shares Held by Gen IV. For Section 16 purposes, LSP Gen IV, LSP Advisors, and Mr. Segal, disclaim beneficial ownership over the shares reported herein, except to the extent of their pecuniary interest therein.

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August 07, 2026 Filed Aug 7, 2026 21:45 UTC
Segal Paul10% owner
ConversionCommon Stock 1,607,845 $0.00 $0.00
Disclosure

SEC source: 0001104659-26-092798 · tm2622580-2_4seq1.xml · nonDerivative · entry 2

Gen IV Investment Opportunities, LLC · CIK 0001697367 · 10% owner

LSP Generation IV, LLC · CIK 0001730248 · 10% owner

LSP Investment Advisors, LLC · CIK 0001728850 · 10% owner

Segal Paul · CIK 0001427470 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,861,660

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: This Form 4 is jointly filed by Gen IV Investment Opportunities, LLC ("Gen IV"), a Delaware limited liability company, LSP Generation IV, LLC ("LSP Gen IV"), a Delaware limited liability company, LSP Investment Advisors, LLC ("LSP Advisors"), a Delaware limited liability company, and Paul Segal, President of Gen IV. LSP Gen IV, as the managing member of Gen IV, has the power to direct the affairs of Gen IV, including voting and disposing of the shares. LSP Advisors, as the investment manager of Gen IV, also has the power to direct the voting and disposition of the shares held by Gen IV. Mr. Segal as President of Gen IV, also has the power to direct the voting and disposition of the shares Held by Gen IV. For Section 16 purposes, LSP Gen IV, LSP Advisors, and Mr. Segal, disclaim beneficial ownership over the shares reported herein, except to the extent of their pecuniary interest therein.

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August 07, 2026 Filed Aug 7, 2026 21:45 UTC
Segal Paul10% owner
ConversionCommon Stock 253,815 $0.00 $0.00
Disclosure

SEC source: 0001104659-26-092798 · tm2622580-2_4seq1.xml · nonDerivative · entry 1

Gen IV Investment Opportunities, LLC · CIK 0001697367 · 10% owner

LSP Generation IV, LLC · CIK 0001730248 · 10% owner

LSP Investment Advisors, LLC · CIK 0001728850 · 10% owner

Segal Paul · CIK 0001427470 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 253,815

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: This Form 4 is jointly filed by Gen IV Investment Opportunities, LLC ("Gen IV"), a Delaware limited liability company, LSP Generation IV, LLC ("LSP Gen IV"), a Delaware limited liability company, LSP Investment Advisors, LLC ("LSP Advisors"), a Delaware limited liability company, and Paul Segal, President of Gen IV. LSP Gen IV, as the managing member of Gen IV, has the power to direct the affairs of Gen IV, including voting and disposing of the shares. LSP Advisors, as the investment manager of Gen IV, also has the power to direct the voting and disposition of the shares held by Gen IV. Mr. Segal as President of Gen IV, also has the power to direct the voting and disposition of the shares Held by Gen IV. For Section 16 purposes, LSP Gen IV, LSP Advisors, and Mr. Segal, disclaim beneficial ownership over the shares reported herein, except to the extent of their pecuniary interest therein.

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July 16, 2026 Filed Jul 17, 2026 21:15 UTC
Rohling Daniel PChief Operating Officer
Tax withholdingCommon Stock 6,468 $1.20 $7,761.60
Disclosure

SEC source: 0001104659-26-084702 · tm2620781-4_4seq1.xml · nonDerivative · entry 1

Rohling Daniel P · CIK 0001791386 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,096

F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon settlement of vested restricted stock units ("RSUs"). The vesting of the RSUs was previously reported on the Reporting Person's Form 4 filed June 23, 2026. No shares were issued at the time of vesting. The price reported reflects the closing price of the Issuer's common stock on the vesting date, June 18, 2026, used for tax withholding purposes.

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July 16, 2026 Filed Jul 17, 2026 21:13 UTC
Mayer Walter RSVP, General Counsel
Tax withholdingCommon Stock 2,376 $1.20 $2,851.20
Disclosure

SEC source: 0001104659-26-084696 · tm2620781-2_4seq1.xml · nonDerivative · entry 1

Mayer Walter R · CIK 0001791669 · SVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,653

F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon settlement of vested restricted stock units ("RSUs"). The vesting of the RSUs was previously reported on the Reporting Person's Form 4 filed June 23, 2026. No shares were issued at the time of vesting. The price reported reflects the closing price of the Issuer's common stock on the vesting date, June 18, 2026, used for tax withholding purposes.

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July 15, 2026 Filed Jul 17, 2026 21:14 UTC
Steele MatthewChief Executive Officer
GrantRestricted Stock Unit · Derivative 283,100 $0.00 $0.00
Disclosure

SEC source: 0001104659-26-084698 · tm2620781-3_4seq1.xml · derivative · entry 1

Steele Matthew · CIK 0001972791 · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 283,100

Underlying: Common Stock · 283,100 shares

Expires not disclosed

F1 · derivative.exercise_price: The Reporting Person received an award of restricted stock units ("RSUs") granted on July 15, 2026. Each RSU represents a contingent right to receive one share of Issuer's common stock. The RSUs vest in four equal annual installments beginning July 15, 2027.

F1 · derivative.exercise_date: The Reporting Person received an award of restricted stock units ("RSUs") granted on July 15, 2026. Each RSU represents a contingent right to receive one share of Issuer's common stock. The RSUs vest in four equal annual installments beginning July 15, 2027.

F1 · derivative.expiration_date: The Reporting Person received an award of restricted stock units ("RSUs") granted on July 15, 2026. Each RSU represents a contingent right to receive one share of Issuer's common stock. The RSUs vest in four equal annual installments beginning July 15, 2027.

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July 15, 2026 Filed Jul 17, 2026 21:15 UTC
Rohling Daniel PChief Operating Officer
GrantRestricted Stock Unit · Derivative 256,887 $0.00 $0.00
Disclosure

SEC source: 0001104659-26-084702 · tm2620781-4_4seq1.xml · derivative · entry 2

Rohling Daniel P · CIK 0001791386 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 256,887

Underlying: Common Stock · 256,887 shares

Expires not disclosed

F2 · derivative.exercise_price: The Reporting Person received an award of RSUs granted on July 15, 2026. Each RSU represents a contingent right to receive one share of Issuer's common stock. The RSUs vest in four equal annual installments beginning July 15, 2027.

F2 · derivative.exercise_date: The Reporting Person received an award of RSUs granted on July 15, 2026. Each RSU represents a contingent right to receive one share of Issuer's common stock. The RSUs vest in four equal annual installments beginning July 15, 2027.

F2 · derivative.expiration_date: The Reporting Person received an award of RSUs granted on July 15, 2026. Each RSU represents a contingent right to receive one share of Issuer's common stock. The RSUs vest in four equal annual installments beginning July 15, 2027.

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July 15, 2026 Filed Jul 17, 2026 21:13 UTC
Mayer Walter RSVP, General Counsel
GrantRestricted Stock Unit · Derivative 83,880 $0.00 $0.00
Disclosure

SEC source: 0001104659-26-084696 · tm2620781-2_4seq1.xml · derivative · entry 2

Mayer Walter R · CIK 0001791669 · SVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,880

Underlying: Common Stock · 83,880 shares

Expires not disclosed

F2 · derivative.exercise_price: The Reporting Person received an award of RSUs granted on July 15, 2026. Each RSU represents a contingent right to receive one share of Issuer's common stock. The RSUs vest in four equal annual installments beginning July 15, 2027.

F2 · derivative.exercise_date: The Reporting Person received an award of RSUs granted on July 15, 2026. Each RSU represents a contingent right to receive one share of Issuer's common stock. The RSUs vest in four equal annual installments beginning July 15, 2027.

F2 · derivative.expiration_date: The Reporting Person received an award of RSUs granted on July 15, 2026. Each RSU represents a contingent right to receive one share of Issuer's common stock. The RSUs vest in four equal annual installments beginning July 15, 2027.

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July 15, 2026 Filed Jul 17, 2026 21:11 UTC
Martin Charles EVP, Controller
GrantRestricted Stock Unit · Derivative 68,154 $0.00 $0.00
Disclosure

SEC source: 0001104659-26-084694 · tm2620781-1_4seq1.xml · derivative · entry 1

Martin Charles E · CIK 0002025045 · VP, Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 68,154

Underlying: Common Stock · 68,154 shares

Expires not disclosed

F1 · derivative.exercise_price: The Reporting Person received an award of restricted stock units ("RSUs") granted on July 15, 2026. Each RSU represents a contingent right to receive one share of Issuer's common stock. The RSUs vest in four equal annual installments beginning July 15, 2027.

F1 · derivative.exercise_date: The Reporting Person received an award of restricted stock units ("RSUs") granted on July 15, 2026. Each RSU represents a contingent right to receive one share of Issuer's common stock. The RSUs vest in four equal annual installments beginning July 15, 2027.

F1 · derivative.expiration_date: The Reporting Person received an award of restricted stock units ("RSUs") granted on July 15, 2026. Each RSU represents a contingent right to receive one share of Issuer's common stock. The RSUs vest in four equal annual installments beginning July 15, 2027.

Read SEC document
June 18, 2026 Filed Jun 23, 2026 23:34 UTC
Rohling Daniel PChief Operating Officer
Exercise / conversionRestricted Stock Unit · Derivative 26,564 $0.00 $0.00
Disclosure

SEC source: 0001104659-26-076919 · tm2618656-2_4seq1.xml · derivative · entry 2

Rohling Daniel P · CIK 0001791386 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 26,564 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: The Reporting Person received an award of restricted stock units ("RSUs") granted on February 21, 2020. Each RSU represents a contingent right to receive one share of Issuer's common stock. Vesting of the award was contingent upon satisfaction of specified performance metrics over the applicable performance period. On June 18, 2026, the Issuer's Board of Directors determined that the applicable performance conditions were satisfied, resulting in vesting of the award. The shares underlying the award have not yet been issued as of the date of this filing.

F1 · derivative.exercise_date: The Reporting Person received an award of restricted stock units ("RSUs") granted on February 21, 2020. Each RSU represents a contingent right to receive one share of Issuer's common stock. Vesting of the award was contingent upon satisfaction of specified performance metrics over the applicable performance period. On June 18, 2026, the Issuer's Board of Directors determined that the applicable performance conditions were satisfied, resulting in vesting of the award. The shares underlying the award have not yet been issued as of the date of this filing.

F1 · derivative.expiration_date: The Reporting Person received an award of restricted stock units ("RSUs") granted on February 21, 2020. Each RSU represents a contingent right to receive one share of Issuer's common stock. Vesting of the award was contingent upon satisfaction of specified performance metrics over the applicable performance period. On June 18, 2026, the Issuer's Board of Directors determined that the applicable performance conditions were satisfied, resulting in vesting of the award. The shares underlying the award have not yet been issued as of the date of this filing.

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June 18, 2026 Filed Jun 23, 2026 23:34 UTC
Rohling Daniel PChief Operating Officer
Exercise / conversionCommon Stock 26,564 $0.00 $0.00
Disclosure

SEC source: 0001104659-26-076919 · tm2618656-2_4seq1.xml · nonDerivative · entry 1

Rohling Daniel P · CIK 0001791386 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,564

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
June 18, 2026 Filed Jun 23, 2026 23:32 UTC
Mayer Walter RSVP, General Counsel
Exercise / conversionRestricted Stock Unit · Derivative 8,855 $0.00 $0.00
Disclosure

SEC source: 0001104659-26-076918 · tm2618656-1_4seq1.xml · derivative · entry 2

Mayer Walter R · CIK 0001791669 · SVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 8,855 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: The Reporting Person received an award of restricted stock units ("RSUs") granted on February 21, 2020. Each RSU represents a contingent right to receive one share of Issuer's common stock. Vesting of the award was contingent upon satisfaction of specified performance metrics over the applicable performance period. On June 18, 2026, the Issuer's Board of Directors determined that the applicable performance conditions were satisfied, resulting in vesting of the award. The shares underlying the award have not yet been issued as of the date of this filing.

F1 · derivative.exercise_date: The Reporting Person received an award of restricted stock units ("RSUs") granted on February 21, 2020. Each RSU represents a contingent right to receive one share of Issuer's common stock. Vesting of the award was contingent upon satisfaction of specified performance metrics over the applicable performance period. On June 18, 2026, the Issuer's Board of Directors determined that the applicable performance conditions were satisfied, resulting in vesting of the award. The shares underlying the award have not yet been issued as of the date of this filing.

F1 · derivative.expiration_date: The Reporting Person received an award of restricted stock units ("RSUs") granted on February 21, 2020. Each RSU represents a contingent right to receive one share of Issuer's common stock. Vesting of the award was contingent upon satisfaction of specified performance metrics over the applicable performance period. On June 18, 2026, the Issuer's Board of Directors determined that the applicable performance conditions were satisfied, resulting in vesting of the award. The shares underlying the award have not yet been issued as of the date of this filing.

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June 18, 2026 Filed Jun 23, 2026 23:32 UTC
Mayer Walter RSVP, General Counsel
Exercise / conversionCommon Stock 8,855 $0.00 $0.00
Disclosure

SEC source: 0001104659-26-076918 · tm2618656-1_4seq1.xml · nonDerivative · entry 1

Mayer Walter R · CIK 0001791669 · SVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,029

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 21, 2026 Filed May 27, 2026 01:07 UTC
Barrett Jonathan DanDirector · 10% owner
OtherCommon Stock 384,282 $0.00 $0.00
Disclosure

SEC source: 0001104659-26-066486 · tm2615529-4_4seq1.xml · nonDerivative · entry 5

LUMINUS MANAGEMENT LLC · CIK 0001279151 · 10% owner

Luminus Energy Partners Master Fund, Ltd. · CIK 0001405850 · 10% owner

Barrett Jonathan Dan · CIK 0001731639 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,069,455

F1 · kind: As previously disclosed, on March 24, 2026, Luminus Energy Partners Master Fund, Ltd. ("Master Fund") effected a distribution in kind of 5,200,000 shares (the "Shares") of common stock of the Issuer in the aggregate to: (i) its two feeder funds, Luminus Energy Partners QP, LP, a Delaware limited partnership ("LEP Onshore"), which received 2,117,140 Shares, and LEP Offshore (through LILP, an intermediary entity which received 2,641,189 Shares); and (ii) two affiliates that have economic interests in the Master Fund, namely LCP Onshore, which received 396,433 Shares, and LCP Offshore, which received 45,238 Shares. Each of the Funds had issued illiquid certificates to their respective investors on April 1, 2020.

F2 · kind: In connection with the distribution in kind, the Manager planned to distribute 5,200,000 shares of common stock. As Certificate Holders entitled to receive 1,145,542 shares of common stock (the "Segregated Shares") in the aggregate did not either (i) respond or provide the requisite information to the Fund's administrator and the Manager to receive the Segregated Shares, (ii) were unable to accept delivery of the Segregated Shares or (iii) chose not to participate in the distribution (such Certificate Holders being referred to as the "Non Returners"), the Master Fund continues to hold the Segregated Shares and retains both voting and disposition power over the Segregated Shares. The Master Fund, however, has no economic interest in the Segregated Shares as the Master Fund is holding the Segregated Shares for the benefit of the Non Returners.

F3 · kind: On April 9, 2026, the Master Fund distributed 14,003 shares of common stock, on April 10, 2026, the Master Fund distributed 148,286 shares of common stock, on April 13, the Master Fund distributed 2,372 shares of common stock on April 17, 2026 the Master Fund distributed 8,551 shares of common stock and on May 21, 2026, the Master Fund distributed 384,282 shares of common stock to certain Non Returners who provided their information.

F4 · balance_after: As of the date of this filing, 208,489 Segregated Shares continue to be held by the Master Fund. The Master Fund can, in its discretion, sell the Segregated Shares on behalf of the Non Returners and/or make one or more distribution in kind of the Segregated Shares to the Non Returners who provide their requisite information.

F5 · ownership.nature: Shares reported herein are held by the Master Fund for which Luminus Management, LLC serves as the investment manager. Jonathan Barrett is the ultimate beneficial owner of Luminus Management, LLC. Each of the Reporting Persons disclaims beneficial ownership of the shares reported herein except to the extent of its or his pecuniary interest therein.

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April 17, 2026 Filed May 27, 2026 01:07 UTC
Barrett Jonathan DanDirector · 10% owner
OtherCommon Stock 8,551 $0.00 $0.00
Disclosure

SEC source: 0001104659-26-066486 · tm2615529-4_4seq1.xml · nonDerivative · entry 4

LUMINUS MANAGEMENT LLC · CIK 0001279151 · 10% owner

Luminus Energy Partners Master Fund, Ltd. · CIK 0001405850 · 10% owner

Barrett Jonathan Dan · CIK 0001731639 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,453,737

F1 · kind: As previously disclosed, on March 24, 2026, Luminus Energy Partners Master Fund, Ltd. ("Master Fund") effected a distribution in kind of 5,200,000 shares (the "Shares") of common stock of the Issuer in the aggregate to: (i) its two feeder funds, Luminus Energy Partners QP, LP, a Delaware limited partnership ("LEP Onshore"), which received 2,117,140 Shares, and LEP Offshore (through LILP, an intermediary entity which received 2,641,189 Shares); and (ii) two affiliates that have economic interests in the Master Fund, namely LCP Onshore, which received 396,433 Shares, and LCP Offshore, which received 45,238 Shares. Each of the Funds had issued illiquid certificates to their respective investors on April 1, 2020.

F2 · kind: In connection with the distribution in kind, the Manager planned to distribute 5,200,000 shares of common stock. As Certificate Holders entitled to receive 1,145,542 shares of common stock (the "Segregated Shares") in the aggregate did not either (i) respond or provide the requisite information to the Fund's administrator and the Manager to receive the Segregated Shares, (ii) were unable to accept delivery of the Segregated Shares or (iii) chose not to participate in the distribution (such Certificate Holders being referred to as the "Non Returners"), the Master Fund continues to hold the Segregated Shares and retains both voting and disposition power over the Segregated Shares. The Master Fund, however, has no economic interest in the Segregated Shares as the Master Fund is holding the Segregated Shares for the benefit of the Non Returners.

F3 · kind: On April 9, 2026, the Master Fund distributed 14,003 shares of common stock, on April 10, 2026, the Master Fund distributed 148,286 shares of common stock, on April 13, the Master Fund distributed 2,372 shares of common stock on April 17, 2026 the Master Fund distributed 8,551 shares of common stock and on May 21, 2026, the Master Fund distributed 384,282 shares of common stock to certain Non Returners who provided their information.

F5 · ownership.nature: Shares reported herein are held by the Master Fund for which Luminus Management, LLC serves as the investment manager. Jonathan Barrett is the ultimate beneficial owner of Luminus Management, LLC. Each of the Reporting Persons disclaims beneficial ownership of the shares reported herein except to the extent of its or his pecuniary interest therein.

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April 13, 2026 Filed May 27, 2026 01:07 UTC
Barrett Jonathan DanDirector · 10% owner
OtherCommon Stock 2,372 $0.00 $0.00
Disclosure

SEC source: 0001104659-26-066486 · tm2615529-4_4seq1.xml · nonDerivative · entry 3

LUMINUS MANAGEMENT LLC · CIK 0001279151 · 10% owner

Luminus Energy Partners Master Fund, Ltd. · CIK 0001405850 · 10% owner

Barrett Jonathan Dan · CIK 0001731639 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,462,288

F1 · kind: As previously disclosed, on March 24, 2026, Luminus Energy Partners Master Fund, Ltd. ("Master Fund") effected a distribution in kind of 5,200,000 shares (the "Shares") of common stock of the Issuer in the aggregate to: (i) its two feeder funds, Luminus Energy Partners QP, LP, a Delaware limited partnership ("LEP Onshore"), which received 2,117,140 Shares, and LEP Offshore (through LILP, an intermediary entity which received 2,641,189 Shares); and (ii) two affiliates that have economic interests in the Master Fund, namely LCP Onshore, which received 396,433 Shares, and LCP Offshore, which received 45,238 Shares. Each of the Funds had issued illiquid certificates to their respective investors on April 1, 2020.

F2 · kind: In connection with the distribution in kind, the Manager planned to distribute 5,200,000 shares of common stock. As Certificate Holders entitled to receive 1,145,542 shares of common stock (the "Segregated Shares") in the aggregate did not either (i) respond or provide the requisite information to the Fund's administrator and the Manager to receive the Segregated Shares, (ii) were unable to accept delivery of the Segregated Shares or (iii) chose not to participate in the distribution (such Certificate Holders being referred to as the "Non Returners"), the Master Fund continues to hold the Segregated Shares and retains both voting and disposition power over the Segregated Shares. The Master Fund, however, has no economic interest in the Segregated Shares as the Master Fund is holding the Segregated Shares for the benefit of the Non Returners.

F3 · kind: On April 9, 2026, the Master Fund distributed 14,003 shares of common stock, on April 10, 2026, the Master Fund distributed 148,286 shares of common stock, on April 13, the Master Fund distributed 2,372 shares of common stock on April 17, 2026 the Master Fund distributed 8,551 shares of common stock and on May 21, 2026, the Master Fund distributed 384,282 shares of common stock to certain Non Returners who provided their information.

F5 · ownership.nature: Shares reported herein are held by the Master Fund for which Luminus Management, LLC serves as the investment manager. Jonathan Barrett is the ultimate beneficial owner of Luminus Management, LLC. Each of the Reporting Persons disclaims beneficial ownership of the shares reported herein except to the extent of its or his pecuniary interest therein.

Read SEC document
April 10, 2026 Filed May 27, 2026 01:07 UTC
Barrett Jonathan DanDirector · 10% owner
OtherCommon Stock 148,286 $0.00 $0.00
Disclosure

SEC source: 0001104659-26-066486 · tm2615529-4_4seq1.xml · nonDerivative · entry 2

LUMINUS MANAGEMENT LLC · CIK 0001279151 · 10% owner

Luminus Energy Partners Master Fund, Ltd. · CIK 0001405850 · 10% owner

Barrett Jonathan Dan · CIK 0001731639 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,464,660

F1 · kind: As previously disclosed, on March 24, 2026, Luminus Energy Partners Master Fund, Ltd. ("Master Fund") effected a distribution in kind of 5,200,000 shares (the "Shares") of common stock of the Issuer in the aggregate to: (i) its two feeder funds, Luminus Energy Partners QP, LP, a Delaware limited partnership ("LEP Onshore"), which received 2,117,140 Shares, and LEP Offshore (through LILP, an intermediary entity which received 2,641,189 Shares); and (ii) two affiliates that have economic interests in the Master Fund, namely LCP Onshore, which received 396,433 Shares, and LCP Offshore, which received 45,238 Shares. Each of the Funds had issued illiquid certificates to their respective investors on April 1, 2020.

F2 · kind: In connection with the distribution in kind, the Manager planned to distribute 5,200,000 shares of common stock. As Certificate Holders entitled to receive 1,145,542 shares of common stock (the "Segregated Shares") in the aggregate did not either (i) respond or provide the requisite information to the Fund's administrator and the Manager to receive the Segregated Shares, (ii) were unable to accept delivery of the Segregated Shares or (iii) chose not to participate in the distribution (such Certificate Holders being referred to as the "Non Returners"), the Master Fund continues to hold the Segregated Shares and retains both voting and disposition power over the Segregated Shares. The Master Fund, however, has no economic interest in the Segregated Shares as the Master Fund is holding the Segregated Shares for the benefit of the Non Returners.

F3 · kind: On April 9, 2026, the Master Fund distributed 14,003 shares of common stock, on April 10, 2026, the Master Fund distributed 148,286 shares of common stock, on April 13, the Master Fund distributed 2,372 shares of common stock on April 17, 2026 the Master Fund distributed 8,551 shares of common stock and on May 21, 2026, the Master Fund distributed 384,282 shares of common stock to certain Non Returners who provided their information.

F5 · ownership.nature: Shares reported herein are held by the Master Fund for which Luminus Management, LLC serves as the investment manager. Jonathan Barrett is the ultimate beneficial owner of Luminus Management, LLC. Each of the Reporting Persons disclaims beneficial ownership of the shares reported herein except to the extent of its or his pecuniary interest therein.

Read SEC document
April 09, 2026 Filed May 27, 2026 01:07 UTC
Barrett Jonathan DanDirector · 10% owner
OtherCommon Stock 14,003 $0.00 $0.00
Disclosure

SEC source: 0001104659-26-066486 · tm2615529-4_4seq1.xml · nonDerivative · entry 1

LUMINUS MANAGEMENT LLC · CIK 0001279151 · 10% owner

Luminus Energy Partners Master Fund, Ltd. · CIK 0001405850 · 10% owner

Barrett Jonathan Dan · CIK 0001731639 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,612,946

F1 · kind: As previously disclosed, on March 24, 2026, Luminus Energy Partners Master Fund, Ltd. ("Master Fund") effected a distribution in kind of 5,200,000 shares (the "Shares") of common stock of the Issuer in the aggregate to: (i) its two feeder funds, Luminus Energy Partners QP, LP, a Delaware limited partnership ("LEP Onshore"), which received 2,117,140 Shares, and LEP Offshore (through LILP, an intermediary entity which received 2,641,189 Shares); and (ii) two affiliates that have economic interests in the Master Fund, namely LCP Onshore, which received 396,433 Shares, and LCP Offshore, which received 45,238 Shares. Each of the Funds had issued illiquid certificates to their respective investors on April 1, 2020.

F2 · kind: In connection with the distribution in kind, the Manager planned to distribute 5,200,000 shares of common stock. As Certificate Holders entitled to receive 1,145,542 shares of common stock (the "Segregated Shares") in the aggregate did not either (i) respond or provide the requisite information to the Fund's administrator and the Manager to receive the Segregated Shares, (ii) were unable to accept delivery of the Segregated Shares or (iii) chose not to participate in the distribution (such Certificate Holders being referred to as the "Non Returners"), the Master Fund continues to hold the Segregated Shares and retains both voting and disposition power over the Segregated Shares. The Master Fund, however, has no economic interest in the Segregated Shares as the Master Fund is holding the Segregated Shares for the benefit of the Non Returners.

F3 · kind: On April 9, 2026, the Master Fund distributed 14,003 shares of common stock, on April 10, 2026, the Master Fund distributed 148,286 shares of common stock, on April 13, the Master Fund distributed 2,372 shares of common stock on April 17, 2026 the Master Fund distributed 8,551 shares of common stock and on May 21, 2026, the Master Fund distributed 384,282 shares of common stock to certain Non Returners who provided their information.

F5 · ownership.nature: Shares reported herein are held by the Master Fund for which Luminus Management, LLC serves as the investment manager. Jonathan Barrett is the ultimate beneficial owner of Luminus Management, LLC. Each of the Reporting Persons disclaims beneficial ownership of the shares reported herein except to the extent of its or his pecuniary interest therein.

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April 02, 2026 Filed Apr 6, 2026 22:45 UTC
LUMINUS MANAGEMENT LLCDirector · 10% owner
OtherCommon Stock 379,559 $0.00 $0.00
Disclosure

SEC source: 0001104659-26-040054 · tm2611220-1_4seq1.xml · nonDerivative · entry 1

LUMINUS MANAGEMENT LLC · CIK 0001279151 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,626,949

F1 · kind: As previously disclosed, on March 24, 2026, Luminus Energy Partners Master Fund, Ltd. ("Master Fund") effected a distribution in kind of 5,200,000 shares (the "Shares") of common stock of the Issuer in the aggregate to: (i) its two feeder funds, Luminus Energy Partners QP, LP, a Delaware limited partnership ("LEP Onshore"), which received 2,117,138 Shares, and LEP Offshore (through LILP, an intermediary entity which received 2,641,190 Shares); and (ii) two affiliates that have economic interests in the Master Fund, namely LCP Onshore, which received 391,694 Shares, and LCP Offshore, which received 91,930 Shares. Each of the Funds had issued illiquid certificates to their respective investors on April 1, 2020.

F2 · kind: In connection with the distribution in kind, the Manager planned to distribute 5,200,000 shares of common stock. As Certificate Holders entitled to receive 1,145,542 shares of common stock (the "Segregated Shares") in the aggregate did not either (i) respond or provide the requisite information to the Fund's administrator and the Manager to receive the Segregated Shares, (ii) were unable to accept delivery of the Segregated Shares or (iii) chose not to participate in the distribution (such Certificate Holders being referred to as the "Non Returners"), the Master Fund continues to hold the Segregated Shares and retains both voting and disposition power over the Segregated Shares. The Master Fund, however, has no economic interest in the Segregated Shares as the Master Fund is holding the Segregated Shares for the benefit of the Non Returners. On April 2, 2026, the Master Fund distributed 379,559 shares of common stock to certain Non Returners who provided their information.

F3 · balance_after: The Master Fund can, in its discretion, sell the Segregated Shares on behalf of the Non Returners and/or make one or more distribution in kind of the Segregated Shares to the Non Returners who provide their requisite information.

F4 · ownership.nature: Shares reported herein are held by the Master Fund for which Luminus Management, LLC serves as the investment manager. Jonathan Barrett is the ultimate beneficial owner of Luminus Management, LLC. Each of the Reporting Persons disclaims beneficial ownership of the shares reported herein except to the extent of its or his pecuniary interest therein.

Read SEC document
April 02, 2026 Filed May 27, 2026 01:19 UTC Amendment
Barrett Jonathan DanDirector · 10% owner
OtherCommon Stock 379,559 $0.00 $0.00
Disclosure

SEC source: 0001104659-26-066493 · tm2615529-3_4aseq1.xml · nonDerivative · entry 1

LUMINUS MANAGEMENT LLC · CIK 0001279151 · 10% owner

Luminus Energy Partners Master Fund, Ltd. · CIK 0001405850 · 10% owner

Barrett Jonathan Dan · CIK 0001731639 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,626,949

F1 · kind: As previously disclosed, on March 24, 2026, Luminus Energy Partners Master Fund, Ltd. ("Master Fund") effected a distribution in kind of 5,200,000 shares (the "Shares") of common stock of the Issuer in the aggregate to: (i) its two feeder funds, Luminus Energy Partners QP, LP, a Delaware limited partnership ("LEP Onshore"), which received 2,117,138 Shares, and LEP Offshore (through LILP, an intermediary entity which received 2,641,190 Shares); and (ii) two affiliates that have economic interests in the Master Fund, namely LCP Onshore, which received 391,694 Shares, and LCP Offshore, which received 91,930 Shares. Each of the Funds had issued illiquid certificates to their respective investors on April 1, 2020.

F2 · kind: In connection with the distribution in kind, the Manager planned to distribute 5,200,000 shares of common stock. As Certificate Holders entitled to receive 1,145,542 shares of common stock (the "Segregated Shares") in the aggregate did not either (i) respond or provide the requisite information to the Fund's administrator and the Manager to receive the Segregated Shares, (ii) were unable to accept delivery of the Segregated Shares or (iii) chose not to participate in the distribution (such Certificate Holders being referred to as the "Non Returners"), the Master Fund continues to hold the Segregated Shares and retains both voting and disposition power over the Segregated Shares. The Master Fund, however, has no economic interest in the Segregated Shares as the Master Fund is holding the Segregated Shares for the benefit of the Non Returners. On April 2, 2026, the Master Fund distributed 379,559 shares of common stock to certain Non Returners who provided their information.

F3 · balance_after: The Master Fund can, in its discretion, sell the Segregated Shares on behalf of the Non Returners and/or make one or more distribution in kind of the Segregated Shares to the Non Returners who provide their requisite information.

F4 · ownership.nature: Shares reported herein are held by the Master Fund for which Luminus Management, LLC serves as the investment manager. Jonathan Barrett is the ultimate beneficial owner of Luminus Management, LLC. Each of the Reporting Persons disclaims beneficial ownership of the shares reported herein except to the extent of its or his pecuniary interest therein.

Read SEC document
March 31, 2026 Filed Apr 2, 2026 01:47 UTC
LUMINUS MANAGEMENT LLCDirector · 10% owner
SaleCommon Stock 336,791 $4.33 $1,458,305.03
Disclosure

SEC source: 0001104659-26-038748 · tm2610935-1_4seq1.xml · nonDerivative · entry 4

LUMINUS MANAGEMENT LLC · CIK 0001279151 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 2,006,508

F7 · kind: On March 31, 2026, Master Fund sold Shares of common stock of the Issuer in two series of transactions for a total of 1,209,377 of common stock of the Issuer.

F9 · price: This transaction was executed in multiple trades at prices ranging from $4.02 to $4.84. The price reported above reflects the weighted average sale price. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate sale price.

F3 · balance_after: As previously disclosed, the Manager planned to distribute 5,200,000 shares of common stock. As Certificate Holders entitled to receive 1,145,542 shares of common stock (the "Segregated Shares") in the aggregate did not either (i) respond or provide the requisite information to the Fund's administrator and the Manager to receive the Segregated Shares, (ii) were unable to accept delivery of the Segregated Shares or (iii) chose not to participate in the distribution (such Certificate Holders being referred to as the "Non Returners"), the Master Fund continues to hold the Segregated Shares and retains both voting and disposition power over the Segregated Shares.

F4 · balance_after: The Master Fund, however, has no economic interest in the Segregated Shares as the Master Fund is holding the Segregated Shares for the benefit of the Non Returners. The Master Fund can, in its discretion, sell the Segregated Shares on behalf of the Non Returners and/or make one or more distribution in kind of the Segregated Shares to the Non Returners who provide their requisite information.

F5 · ownership.nature: Shares reported herein are held by the Master Fund for which Luminus Management, LLC serves as the investment manager. Jonathan Barrett is the ultimate beneficial owner of Luminus Management, LLC. Each of the Reporting Persons disclaims beneficial ownership of the shares reported herein except to the extent of its or his pecuniary interest therein.

Read SEC document
March 31, 2026 Filed Apr 2, 2026 01:47 UTC
LUMINUS MANAGEMENT LLCDirector · 10% owner
SaleCommon Stock 872,586 $3.85 $3,359,456.10
Disclosure

SEC source: 0001104659-26-038748 · tm2610935-1_4seq1.xml · nonDerivative · entry 3

LUMINUS MANAGEMENT LLC · CIK 0001279151 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 2,343,299

F7 · kind: On March 31, 2026, Master Fund sold Shares of common stock of the Issuer in two series of transactions for a total of 1,209,377 of common stock of the Issuer.

F8 · price: This transaction was executed in multiple trades at prices ranging from $3.62 to $3.92. The price reported above reflects the weighted average sale price. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate sale price.

F3 · balance_after: As previously disclosed, the Manager planned to distribute 5,200,000 shares of common stock. As Certificate Holders entitled to receive 1,145,542 shares of common stock (the "Segregated Shares") in the aggregate did not either (i) respond or provide the requisite information to the Fund's administrator and the Manager to receive the Segregated Shares, (ii) were unable to accept delivery of the Segregated Shares or (iii) chose not to participate in the distribution (such Certificate Holders being referred to as the "Non Returners"), the Master Fund continues to hold the Segregated Shares and retains both voting and disposition power over the Segregated Shares.

F4 · balance_after: The Master Fund, however, has no economic interest in the Segregated Shares as the Master Fund is holding the Segregated Shares for the benefit of the Non Returners. The Master Fund can, in its discretion, sell the Segregated Shares on behalf of the Non Returners and/or make one or more distribution in kind of the Segregated Shares to the Non Returners who provide their requisite information.

F5 · ownership.nature: Shares reported herein are held by the Master Fund for which Luminus Management, LLC serves as the investment manager. Jonathan Barrett is the ultimate beneficial owner of Luminus Management, LLC. Each of the Reporting Persons disclaims beneficial ownership of the shares reported herein except to the extent of its or his pecuniary interest therein.

Read SEC document
March 31, 2026 Filed May 27, 2026 01:17 UTC Amendment
Barrett Jonathan DanDirector · 10% owner
SaleCommon Stock 336,791 $4.33 $1,458,305.03
Disclosure

SEC source: 0001104659-26-066491 · tm2615529-2_4aseq1.xml · nonDerivative · entry 4

LUMINUS MANAGEMENT LLC · CIK 0001279151 · 10% owner

Luminus Energy Partners Master Fund, Ltd. · CIK 0001405850 · 10% owner

Barrett Jonathan Dan · CIK 0001731639 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 2,006,508

F7 · kind: On March 31, 2026, Master Fund sold Shares of common stock of the Issuer in two series of transactions for a total of 1,209,377 of common stock of the Issuer.

F9 · price: This transaction was executed in multiple trades at prices ranging from $4.02 to $4.84. The price reported above reflects the weighted average sale price. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate sale price.

F3 · balance_after: As previously disclosed, the Manager planned to distribute 5,200,000 shares of common stock. As Certificate Holders entitled to receive 1,145,542 shares of common stock (the "Segregated Shares") in the aggregate did not either (i) respond or provide the requisite information to the Fund's administrator and the Manager to receive the Segregated Shares, (ii) were unable to accept delivery of the Segregated Shares or (iii) chose not to participate in the distribution (such Certificate Holders being referred to as the "Non Returners"), the Master Fund continues to hold the Segregated Shares and retains both voting and disposition power over the Segregated Shares.

F4 · balance_after: The Master Fund, however, has no economic interest in the Segregated Shares as the Master Fund is holding the Segregated Shares for the benefit of the Non Returners. The Master Fund can, in its discretion, sell the Segregated Shares on behalf of the Non Returners and/or make one or more distribution in kind of the Segregated Shares to the Non Returners who provide their requisite information.

F5 · ownership.nature: Shares reported herein are held by the Master Fund for which Luminus Management, LLC serves as the investment manager. Jonathan Barrett is the ultimate beneficial owner of Luminus Management, LLC. Each of the Reporting Persons disclaims beneficial ownership of the shares reported herein except to the extent of its or his pecuniary interest therein.

Read SEC document
March 31, 2026 Filed May 27, 2026 01:17 UTC Amendment
Barrett Jonathan DanDirector · 10% owner
SaleCommon Stock 872,586 $3.85 $3,359,456.10
Disclosure

SEC source: 0001104659-26-066491 · tm2615529-2_4aseq1.xml · nonDerivative · entry 3

LUMINUS MANAGEMENT LLC · CIK 0001279151 · 10% owner

Luminus Energy Partners Master Fund, Ltd. · CIK 0001405850 · 10% owner

Barrett Jonathan Dan · CIK 0001731639 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 2,343,299

F7 · kind: On March 31, 2026, Master Fund sold Shares of common stock of the Issuer in two series of transactions for a total of 1,209,377 of common stock of the Issuer.

F8 · price: This transaction was executed in multiple trades at prices ranging from $3.62 to $3.92. The price reported above reflects the weighted average sale price. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate sale price.

F3 · balance_after: As previously disclosed, the Manager planned to distribute 5,200,000 shares of common stock. As Certificate Holders entitled to receive 1,145,542 shares of common stock (the "Segregated Shares") in the aggregate did not either (i) respond or provide the requisite information to the Fund's administrator and the Manager to receive the Segregated Shares, (ii) were unable to accept delivery of the Segregated Shares or (iii) chose not to participate in the distribution (such Certificate Holders being referred to as the "Non Returners"), the Master Fund continues to hold the Segregated Shares and retains both voting and disposition power over the Segregated Shares.

F4 · balance_after: The Master Fund, however, has no economic interest in the Segregated Shares as the Master Fund is holding the Segregated Shares for the benefit of the Non Returners. The Master Fund can, in its discretion, sell the Segregated Shares on behalf of the Non Returners and/or make one or more distribution in kind of the Segregated Shares to the Non Returners who provide their requisite information.

F5 · ownership.nature: Shares reported herein are held by the Master Fund for which Luminus Management, LLC serves as the investment manager. Jonathan Barrett is the ultimate beneficial owner of Luminus Management, LLC. Each of the Reporting Persons disclaims beneficial ownership of the shares reported herein except to the extent of its or his pecuniary interest therein.

Read SEC document
March 30, 2026 Filed Apr 2, 2026 01:47 UTC
LUMINUS MANAGEMENT LLCDirector · 10% owner
SaleCash-Settled Total Return Swaps · Derivative 13,330 $13.78 $183,687.40
Disclosure

SEC source: 0001104659-26-038748 · tm2610935-1_4seq1.xml · derivative · entry 7

LUMINUS MANAGEMENT LLC · CIK 0001279151 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Common Stock · 13,330 shares

Expires 2029-10-12

F14 · derivative.exercise_price: As previously disclosed, Master Fund has previously entered into certain cash-settled total return swap agreements with several unaffiliated third party financial institutions as the respective counterparties, which provided economic exposure to an aggregate of 144,621 notional shares of Common Stock, (the "Swap Agreements"). On March 30, 2026, Master Fund sold the Swap Agreements to third parties thus relinquishing all rights it had pursuant to such agreements. The Swap Agreements provided the Master Fund with economic results that were comparable to the economic results of ownership but did not provide it with the power to vote or direct the voting or dispose of or direct the disposition of the shares of Common Stock that were the subject of the Swap Agreements.

F14 · derivative.exercise_date: As previously disclosed, Master Fund has previously entered into certain cash-settled total return swap agreements with several unaffiliated third party financial institutions as the respective counterparties, which provided economic exposure to an aggregate of 144,621 notional shares of Common Stock, (the "Swap Agreements"). On March 30, 2026, Master Fund sold the Swap Agreements to third parties thus relinquishing all rights it had pursuant to such agreements. The Swap Agreements provided the Master Fund with economic results that were comparable to the economic results of ownership but did not provide it with the power to vote or direct the voting or dispose of or direct the disposition of the shares of Common Stock that were the subject of the Swap Agreements.

F5 · ownership.nature: Shares reported herein are held by the Master Fund for which Luminus Management, LLC serves as the investment manager. Jonathan Barrett is the ultimate beneficial owner of Luminus Management, LLC. Each of the Reporting Persons disclaims beneficial ownership of the shares reported herein except to the extent of its or his pecuniary interest therein.

Read SEC document
March 30, 2026 Filed Apr 2, 2026 01:47 UTC
LUMINUS MANAGEMENT LLCDirector · 10% owner
SaleCash-Settled Total Return Swaps · Derivative 131,291 $13.78 $1,809,189.98
Disclosure

SEC source: 0001104659-26-038748 · tm2610935-1_4seq1.xml · derivative · entry 6

LUMINUS MANAGEMENT LLC · CIK 0001279151 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Common Stock · 131,291 shares

Expires 2027-12-13

F14 · derivative.exercise_price: As previously disclosed, Master Fund has previously entered into certain cash-settled total return swap agreements with several unaffiliated third party financial institutions as the respective counterparties, which provided economic exposure to an aggregate of 144,621 notional shares of Common Stock, (the "Swap Agreements"). On March 30, 2026, Master Fund sold the Swap Agreements to third parties thus relinquishing all rights it had pursuant to such agreements. The Swap Agreements provided the Master Fund with economic results that were comparable to the economic results of ownership but did not provide it with the power to vote or direct the voting or dispose of or direct the disposition of the shares of Common Stock that were the subject of the Swap Agreements.

F14 · derivative.exercise_date: As previously disclosed, Master Fund has previously entered into certain cash-settled total return swap agreements with several unaffiliated third party financial institutions as the respective counterparties, which provided economic exposure to an aggregate of 144,621 notional shares of Common Stock, (the "Swap Agreements"). On March 30, 2026, Master Fund sold the Swap Agreements to third parties thus relinquishing all rights it had pursuant to such agreements. The Swap Agreements provided the Master Fund with economic results that were comparable to the economic results of ownership but did not provide it with the power to vote or direct the voting or dispose of or direct the disposition of the shares of Common Stock that were the subject of the Swap Agreements.

F5 · ownership.nature: Shares reported herein are held by the Master Fund for which Luminus Management, LLC serves as the investment manager. Jonathan Barrett is the ultimate beneficial owner of Luminus Management, LLC. Each of the Reporting Persons disclaims beneficial ownership of the shares reported herein except to the extent of its or his pecuniary interest therein.

Read SEC document
March 30, 2026 Filed Apr 2, 2026 01:47 UTC
LUMINUS MANAGEMENT LLCDirector · 10% owner
ConversionSeries A-2 Redeemable Convertible Preferred Stock · Derivative 7,803 Not disclosed Not disclosed
Disclosure

SEC source: 0001104659-26-038748 · tm2610935-1_4seq1.xml · derivative · entry 5

LUMINUS MANAGEMENT LLC · CIK 0001279151 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 9,408

Underlying: Common Stock · Not disclosed shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F6 · derivative.exercise_price: On March 30, 2026, pursuant to the Series A-2 Certificate of Designations for the Series A-2 Redeemable Convertible Preferred Stock of the Issuer, par value $0.0001 per share ("Series A-2 Preferred Shares"), Master Fund converted 7,803 shares of its Series A-2 Preferred Shares in exchange for 1,800,000 shares of common stock of the Issuer at the conversion price of $6.21 per share.

F13 · price: Pursuant to the Series A-2 Purchase Agreement, on December 15, 2023 (the "Issuance Date"), Master Fund acquired from the Issuer 17,211 shares of Series A-2 Preferred Shares convertible into shares of Common Stock for an aggregate purchase price of approximately $16.8 million.

F10 · derivative.exercise_date: Subject to the terms and conditions of the Series A-2 Certificate of Designations, commencing on April 13, 2024, all or any portion of the Series A-2 Preferred Shares may be converted by Master Fund at any time into Common Stock at the Conversion Ratio. The "Conversion Ratio", for each Series A-2 Preferred Share is the quotient of (i) the then-applicable liquidation preference (as determined in accordance with the Series A-2 Certificate of Designations) and (ii) the then-applicable conversion price.

F11 · derivative.expiration_date: The Series A-2 Preferred Shares have no expiration date. If based on the Issuer's financial statements for any fiscal quarter and a reserve report as of the same date, as of such date: (x) the PDP PV-20 value (as determined in accordance with the Series A-2 Certificate of Designations) divided by (y) the number of outstanding shares of Common Stock, calculated on a fully diluted basis is equal to or exceeds 130% of the Conversion Price, then the Issuer may, from time to time until such time that the foregoing conditions are no longer satisfied or a Material Adverse Effect (as defined in the Purchase Agreement dated as of December 15, 2023 (the "Series A-2 Purchase Agreement")) has occurred since the date of the most financial statements that met the foregoing conditions, cause the conversion of all or any portion of the Series A-2 Preferred Shares into Common Stock using the then-applicable Conversion Ratio.

F12 · derivative.expiration_date: The Series A-2 Preferred Shares are also subject to redemption by the Issuer at any time following the Issuance Date in accordance with the terms of the Series A-2 Certificate of Designations. In the event of a change of control transaction, the Series A-2 Preferred Shares are subject to redemption or conversion in accordance with the terms of the Series A-2 Certificate of Designations.

F10 · derivative.underlying_shares: Subject to the terms and conditions of the Series A-2 Certificate of Designations, commencing on April 13, 2024, all or any portion of the Series A-2 Preferred Shares may be converted by Master Fund at any time into Common Stock at the Conversion Ratio. The "Conversion Ratio", for each Series A-2 Preferred Share is the quotient of (i) the then-applicable liquidation preference (as determined in accordance with the Series A-2 Certificate of Designations) and (ii) the then-applicable conversion price.

F5 · ownership.nature: Shares reported herein are held by the Master Fund for which Luminus Management, LLC serves as the investment manager. Jonathan Barrett is the ultimate beneficial owner of Luminus Management, LLC. Each of the Reporting Persons disclaims beneficial ownership of the shares reported herein except to the extent of its or his pecuniary interest therein.

Read SEC document
March 30, 2026 Filed Apr 2, 2026 01:47 UTC
LUMINUS MANAGEMENT LLCDirector · 10% owner
ConversionCommon Stock 1,800,000 $0.00 $0.00
Disclosure

SEC source: 0001104659-26-038748 · tm2610935-1_4seq1.xml · nonDerivative · entry 2

LUMINUS MANAGEMENT LLC · CIK 0001279151 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 3,215,885

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F6 · kind: On March 30, 2026, pursuant to the Series A-2 Certificate of Designations for the Series A-2 Redeemable Convertible Preferred Stock of the Issuer, par value $0.0001 per share ("Series A-2 Preferred Shares"), Master Fund converted 7,803 shares of its Series A-2 Preferred Shares in exchange for 1,800,000 shares of common stock of the Issuer at the conversion price of $6.21 per share.

F3 · balance_after: As previously disclosed, the Manager planned to distribute 5,200,000 shares of common stock. As Certificate Holders entitled to receive 1,145,542 shares of common stock (the "Segregated Shares") in the aggregate did not either (i) respond or provide the requisite information to the Fund's administrator and the Manager to receive the Segregated Shares, (ii) were unable to accept delivery of the Segregated Shares or (iii) chose not to participate in the distribution (such Certificate Holders being referred to as the "Non Returners"), the Master Fund continues to hold the Segregated Shares and retains both voting and disposition power over the Segregated Shares.

F4 · balance_after: The Master Fund, however, has no economic interest in the Segregated Shares as the Master Fund is holding the Segregated Shares for the benefit of the Non Returners. The Master Fund can, in its discretion, sell the Segregated Shares on behalf of the Non Returners and/or make one or more distribution in kind of the Segregated Shares to the Non Returners who provide their requisite information.

F5 · ownership.nature: Shares reported herein are held by the Master Fund for which Luminus Management, LLC serves as the investment manager. Jonathan Barrett is the ultimate beneficial owner of Luminus Management, LLC. Each of the Reporting Persons disclaims beneficial ownership of the shares reported herein except to the extent of its or his pecuniary interest therein.

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March 30, 2026 Filed Apr 2, 2026 01:47 UTC
LUMINUS MANAGEMENT LLCDirector · 10% owner
SaleCommon Stock 681,105 $5.59 $3,807,376.95
Disclosure

SEC source: 0001104659-26-038748 · tm2610935-1_4seq1.xml · nonDerivative · entry 1

LUMINUS MANAGEMENT LLC · CIK 0001279151 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,415,885

F1 · kind: On March 30, 2026, Luminus Energy Partners Master Fund, Ltd. (the "Master Fund"), sold 681,105 shares of common stock of the Issuer.

F2 · price: This transaction was executed in multiple trades at prices ranging from $5.52 to $5.74. The price reported above reflects the weighted average sale price. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate sale price.

F3 · balance_after: As previously disclosed, the Manager planned to distribute 5,200,000 shares of common stock. As Certificate Holders entitled to receive 1,145,542 shares of common stock (the "Segregated Shares") in the aggregate did not either (i) respond or provide the requisite information to the Fund's administrator and the Manager to receive the Segregated Shares, (ii) were unable to accept delivery of the Segregated Shares or (iii) chose not to participate in the distribution (such Certificate Holders being referred to as the "Non Returners"), the Master Fund continues to hold the Segregated Shares and retains both voting and disposition power over the Segregated Shares.

F4 · balance_after: The Master Fund, however, has no economic interest in the Segregated Shares as the Master Fund is holding the Segregated Shares for the benefit of the Non Returners. The Master Fund can, in its discretion, sell the Segregated Shares on behalf of the Non Returners and/or make one or more distribution in kind of the Segregated Shares to the Non Returners who provide their requisite information.

F5 · ownership.nature: Shares reported herein are held by the Master Fund for which Luminus Management, LLC serves as the investment manager. Jonathan Barrett is the ultimate beneficial owner of Luminus Management, LLC. Each of the Reporting Persons disclaims beneficial ownership of the shares reported herein except to the extent of its or his pecuniary interest therein.

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March 30, 2026 Filed May 27, 2026 01:17 UTC Amendment
Barrett Jonathan DanDirector · 10% owner
SaleCash-Settled Total Return Swaps · Derivative 13,330 $13.78 $183,687.40
Disclosure

SEC source: 0001104659-26-066491 · tm2615529-2_4aseq1.xml · derivative · entry 7

LUMINUS MANAGEMENT LLC · CIK 0001279151 · 10% owner

Luminus Energy Partners Master Fund, Ltd. · CIK 0001405850 · 10% owner

Barrett Jonathan Dan · CIK 0001731639 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Common Stock · 13,330 shares

Expires 2029-10-12

F14 · derivative.exercise_price: As previously disclosed, Master Fund has previously entered into certain cash-settled total return swap agreements with several unaffiliated third party financial institutions as the respective counterparties, which provided economic exposure to an aggregate of 144,621 notional shares of Common Stock, (the "Swap Agreements"). On March 30, 2026, Master Fund sold the Swap Agreements to third parties thus relinquishing all rights it had pursuant to such agreements. The Swap Agreements provided the Master Fund with economic results that were comparable to the economic results of ownership but did not provide it with the power to vote or direct the voting or dispose of or direct the disposition of the shares of Common Stock that were the subject of the Swap Agreements.

F14 · derivative.exercise_date: As previously disclosed, Master Fund has previously entered into certain cash-settled total return swap agreements with several unaffiliated third party financial institutions as the respective counterparties, which provided economic exposure to an aggregate of 144,621 notional shares of Common Stock, (the "Swap Agreements"). On March 30, 2026, Master Fund sold the Swap Agreements to third parties thus relinquishing all rights it had pursuant to such agreements. The Swap Agreements provided the Master Fund with economic results that were comparable to the economic results of ownership but did not provide it with the power to vote or direct the voting or dispose of or direct the disposition of the shares of Common Stock that were the subject of the Swap Agreements.

F5 · ownership.nature: Shares reported herein are held by the Master Fund for which Luminus Management, LLC serves as the investment manager. Jonathan Barrett is the ultimate beneficial owner of Luminus Management, LLC. Each of the Reporting Persons disclaims beneficial ownership of the shares reported herein except to the extent of its or his pecuniary interest therein.

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March 30, 2026 Filed May 27, 2026 01:17 UTC Amendment
Barrett Jonathan DanDirector · 10% owner
SaleCash-Settled Total Return Swaps · Derivative 131,291 $13.78 $1,809,189.98
Disclosure

SEC source: 0001104659-26-066491 · tm2615529-2_4aseq1.xml · derivative · entry 6

LUMINUS MANAGEMENT LLC · CIK 0001279151 · 10% owner

Luminus Energy Partners Master Fund, Ltd. · CIK 0001405850 · 10% owner

Barrett Jonathan Dan · CIK 0001731639 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Common Stock · 131,291 shares

Expires 2027-12-13

F14 · derivative.exercise_price: As previously disclosed, Master Fund has previously entered into certain cash-settled total return swap agreements with several unaffiliated third party financial institutions as the respective counterparties, which provided economic exposure to an aggregate of 144,621 notional shares of Common Stock, (the "Swap Agreements"). On March 30, 2026, Master Fund sold the Swap Agreements to third parties thus relinquishing all rights it had pursuant to such agreements. The Swap Agreements provided the Master Fund with economic results that were comparable to the economic results of ownership but did not provide it with the power to vote or direct the voting or dispose of or direct the disposition of the shares of Common Stock that were the subject of the Swap Agreements.

F14 · derivative.exercise_date: As previously disclosed, Master Fund has previously entered into certain cash-settled total return swap agreements with several unaffiliated third party financial institutions as the respective counterparties, which provided economic exposure to an aggregate of 144,621 notional shares of Common Stock, (the "Swap Agreements"). On March 30, 2026, Master Fund sold the Swap Agreements to third parties thus relinquishing all rights it had pursuant to such agreements. The Swap Agreements provided the Master Fund with economic results that were comparable to the economic results of ownership but did not provide it with the power to vote or direct the voting or dispose of or direct the disposition of the shares of Common Stock that were the subject of the Swap Agreements.

F5 · ownership.nature: Shares reported herein are held by the Master Fund for which Luminus Management, LLC serves as the investment manager. Jonathan Barrett is the ultimate beneficial owner of Luminus Management, LLC. Each of the Reporting Persons disclaims beneficial ownership of the shares reported herein except to the extent of its or his pecuniary interest therein.

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March 30, 2026 Filed May 27, 2026 01:17 UTC Amendment
Barrett Jonathan DanDirector · 10% owner
ConversionSeries A-2 Redeemable Convertible Preferred Stock · Derivative 7,803 Not disclosed Not disclosed
Disclosure

SEC source: 0001104659-26-066491 · tm2615529-2_4aseq1.xml · derivative · entry 5

LUMINUS MANAGEMENT LLC · CIK 0001279151 · 10% owner

Luminus Energy Partners Master Fund, Ltd. · CIK 0001405850 · 10% owner

Barrett Jonathan Dan · CIK 0001731639 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 9,408

Underlying: Common Stock · Not disclosed shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F6 · derivative.exercise_price: On March 30, 2026, pursuant to the Series A-2 Certificate of Designations for the Series A-2 Redeemable Convertible Preferred Stock of the Issuer, par value $0.0001 per share ("Series A-2 Preferred Shares"), Master Fund converted 7,803 shares of its Series A-2 Preferred Shares in exchange for 1,800,000 shares of common stock of the Issuer at the conversion price of $6.21 per share.

F13 · price: Pursuant to the Series A-2 Purchase Agreement, on December 15, 2023 (the "Issuance Date"), Master Fund acquired from the Issuer 17,211 shares of Series A-2 Preferred Shares convertible into shares of Common Stock for an aggregate purchase price of approximately $16.8 million.

F10 · derivative.exercise_date: Subject to the terms and conditions of the Series A-2 Certificate of Designations, commencing on April 13, 2024, all or any portion of the Series A-2 Preferred Shares may be converted by Master Fund at any time into Common Stock at the Conversion Ratio. The "Conversion Ratio", for each Series A-2 Preferred Share is the quotient of (i) the then-applicable liquidation preference (as determined in accordance with the Series A-2 Certificate of Designations) and (ii) the then-applicable conversion price.

F11 · derivative.expiration_date: The Series A-2 Preferred Shares have no expiration date. If based on the Issuer's financial statements for any fiscal quarter and a reserve report as of the same date, as of such date: (x) the PDP PV-20 value (as determined in accordance with the Series A-2 Certificate of Designations) divided by (y) the number of outstanding shares of Common Stock, calculated on a fully diluted basis is equal to or exceeds 130% of the Conversion Price, then the Issuer may, from time to time until such time that the foregoing conditions are no longer satisfied or a Material Adverse Effect (as defined in the Purchase Agreement dated as of December 15, 2023 (the "Series A-2 Purchase Agreement")) has occurred since the date of the most financial statements that met the foregoing conditions, cause the conversion of all or any portion of the Series A-2 Preferred Shares into Common Stock using the then-applicable Conversion Ratio.

F12 · derivative.expiration_date: The Series A-2 Preferred Shares are also subject to redemption by the Issuer at any time following the Issuance Date in accordance with the terms of the Series A-2 Certificate of Designations. In the event of a change of control transaction, the Series A-2 Preferred Shares are subject to redemption or conversion in accordance with the terms of the Series A-2 Certificate of Designations.

F10 · derivative.underlying_shares: Subject to the terms and conditions of the Series A-2 Certificate of Designations, commencing on April 13, 2024, all or any portion of the Series A-2 Preferred Shares may be converted by Master Fund at any time into Common Stock at the Conversion Ratio. The "Conversion Ratio", for each Series A-2 Preferred Share is the quotient of (i) the then-applicable liquidation preference (as determined in accordance with the Series A-2 Certificate of Designations) and (ii) the then-applicable conversion price.

F5 · ownership.nature: Shares reported herein are held by the Master Fund for which Luminus Management, LLC serves as the investment manager. Jonathan Barrett is the ultimate beneficial owner of Luminus Management, LLC. Each of the Reporting Persons disclaims beneficial ownership of the shares reported herein except to the extent of its or his pecuniary interest therein.

Read SEC document
March 30, 2026 Filed May 27, 2026 01:17 UTC Amendment
Barrett Jonathan DanDirector · 10% owner
ConversionCommon Stock 1,800,000 $0.00 $0.00
Disclosure

SEC source: 0001104659-26-066491 · tm2615529-2_4aseq1.xml · nonDerivative · entry 2

LUMINUS MANAGEMENT LLC · CIK 0001279151 · 10% owner

Luminus Energy Partners Master Fund, Ltd. · CIK 0001405850 · 10% owner

Barrett Jonathan Dan · CIK 0001731639 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 3,215,885

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F6 · kind: On March 30, 2026, pursuant to the Series A-2 Certificate of Designations for the Series A-2 Redeemable Convertible Preferred Stock of the Issuer, par value $0.0001 per share ("Series A-2 Preferred Shares"), Master Fund converted 7,803 shares of its Series A-2 Preferred Shares in exchange for 1,800,000 shares of common stock of the Issuer at the conversion price of $6.21 per share.

F3 · balance_after: As previously disclosed, the Manager planned to distribute 5,200,000 shares of common stock. As Certificate Holders entitled to receive 1,145,542 shares of common stock (the "Segregated Shares") in the aggregate did not either (i) respond or provide the requisite information to the Fund's administrator and the Manager to receive the Segregated Shares, (ii) were unable to accept delivery of the Segregated Shares or (iii) chose not to participate in the distribution (such Certificate Holders being referred to as the "Non Returners"), the Master Fund continues to hold the Segregated Shares and retains both voting and disposition power over the Segregated Shares.

F4 · balance_after: The Master Fund, however, has no economic interest in the Segregated Shares as the Master Fund is holding the Segregated Shares for the benefit of the Non Returners. The Master Fund can, in its discretion, sell the Segregated Shares on behalf of the Non Returners and/or make one or more distribution in kind of the Segregated Shares to the Non Returners who provide their requisite information.

F5 · ownership.nature: Shares reported herein are held by the Master Fund for which Luminus Management, LLC serves as the investment manager. Jonathan Barrett is the ultimate beneficial owner of Luminus Management, LLC. Each of the Reporting Persons disclaims beneficial ownership of the shares reported herein except to the extent of its or his pecuniary interest therein.

Read SEC document
March 30, 2026 Filed May 27, 2026 01:17 UTC Amendment
Barrett Jonathan DanDirector · 10% owner
SaleCommon Stock 681,105 $5.59 $3,807,376.95
Disclosure

SEC source: 0001104659-26-066491 · tm2615529-2_4aseq1.xml · nonDerivative · entry 1

LUMINUS MANAGEMENT LLC · CIK 0001279151 · 10% owner

Luminus Energy Partners Master Fund, Ltd. · CIK 0001405850 · 10% owner

Barrett Jonathan Dan · CIK 0001731639 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 1,415,885

F1 · kind: On March 30, 2026, Luminus Energy Partners Master Fund, Ltd. (the "Master Fund"), sold 681,105 shares of common stock of the Issuer.

F2 · price: This transaction was executed in multiple trades at prices ranging from $5.52 to $5.74. The price reported above reflects the weighted average sale price. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate sale price.

F3 · balance_after: As previously disclosed, the Manager planned to distribute 5,200,000 shares of common stock. As Certificate Holders entitled to receive 1,145,542 shares of common stock (the "Segregated Shares") in the aggregate did not either (i) respond or provide the requisite information to the Fund's administrator and the Manager to receive the Segregated Shares, (ii) were unable to accept delivery of the Segregated Shares or (iii) chose not to participate in the distribution (such Certificate Holders being referred to as the "Non Returners"), the Master Fund continues to hold the Segregated Shares and retains both voting and disposition power over the Segregated Shares.

F4 · balance_after: The Master Fund, however, has no economic interest in the Segregated Shares as the Master Fund is holding the Segregated Shares for the benefit of the Non Returners. The Master Fund can, in its discretion, sell the Segregated Shares on behalf of the Non Returners and/or make one or more distribution in kind of the Segregated Shares to the Non Returners who provide their requisite information.

F5 · ownership.nature: Shares reported herein are held by the Master Fund for which Luminus Management, LLC serves as the investment manager. Jonathan Barrett is the ultimate beneficial owner of Luminus Management, LLC. Each of the Reporting Persons disclaims beneficial ownership of the shares reported herein except to the extent of its or his pecuniary interest therein.

Read SEC document
March 27, 2026 Filed Mar 30, 2026 22:42 UTC
Mayer Walter RSVP, General Counsel
SaleCommon Stock 4,777 $6.00 $28,662.00
Disclosure

SEC source: 0001104659-26-037067 · tm2610674-1_4seq1.xml · nonDerivative · entry 1

Mayer Walter R · CIK 0001791669 · SVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 174

Read SEC document
March 25, 2026 Filed Mar 26, 2026 21:07 UTC
Rohling Daniel PChief Operating Officer
SaleCommon Stock 14,421 $5.99 $86,381.79
Disclosure

SEC source: 0001104659-26-035285 · tm269964-2_4seq1.xml · nonDerivative · entry 2

Rohling Daniel P · CIK 0001791386 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F2 · price: The sales were executed in multiple trades at prices ranging from $5.90 to $6.02. The price reported reflects the weighted average sale price.

Read SEC document
March 25, 2026 Filed Mar 26, 2026 21:06 UTC
Martin Charles EVP, Controller
SaleCommon Stock 7,623 $5.25 $40,020.75
Disclosure

SEC source: 0001104659-26-035282 · tm269964-1_4seq1.xml · nonDerivative · entry 1

Martin Charles E · CIK 0002025045 · VP, Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Read SEC document
March 25, 2026 Filed Mar 28, 2026 00:42 UTC
LSP Generation IV, LLCDirector · 10% owner
LSP Investment Advisors, LLCDirector · 10% owner
Segal PaulDirector · 10% owner
SaleCommon Stock 2,369,769 $5.82 $13,793,477.44
Disclosure

SEC source: 0001104659-26-036340 · tm2610155-1_4seq1.xml · nonDerivative · entry 1

Gen IV Investment Opportunities, LLC · CIK 0001697367 · Director · 10% owner

LSP Generation IV, LLC · CIK 0001730248 · Director · 10% owner

LSP Investment Advisors, LLC · CIK 0001728850 · Director · 10% owner

Segal Paul · CIK 0001427470 · Director · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · ownership.direct: This Form 4 is jointly filed by Gen IV Investment Opportunities, LLC ("Gen IV"), a Delaware limited liability company, LSP Generation IV, LLC ("LSP Gen IV"), a Delaware limited liability company, LSP Investment Advisors, LLC ("LSP Advisors"), a Delaware limited liability company, and Paul Segal, President of Gen IV. LSP Gen IV, as the managing member of Gen IV, has the power to direct the affairs of Gen IV, including voting and disposing of the shares. LSP Advisors, as the investment manager of Gen IV, also has the power to direct the voting and disposition of the shares held by Gen IV. Mr. Segal as President of Gen IV, also has the power to direct the voting and disposition of the shares Held by Gen IV. For Section 16 purposes, LSP Gen IV, LSP Advisors, and Mr. Segal, disclaim beneficial ownership over the shares reported herein, except to the extent of their pecuniary interest therein.

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March 24, 2026 Filed Mar 26, 2026 21:07 UTC
Rohling Daniel PChief Operating Officer
SaleCommon Stock 7,837 $9.04 $70,846.48
Disclosure

SEC source: 0001104659-26-035285 · tm269964-2_4seq1.xml · nonDerivative · entry 1

Rohling Daniel P · CIK 0001791386 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,421

F1 · price: The sales were executed in multiple trades at prices ranging from $9.03 to $9.27. The price reported reflects the weighted average sale price.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.