Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
EVOLUTION PETROLEUM CORP
Report date June 30, 2022 · Filed October 27, 2022
Section 16 reporting ended · disclosed 2022-10-27. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 197,141 |
Reported balance
After 2022-06-30 transaction · row 1
1 source rowRow 1 · 2022-06-30 · Disposition to issuer · Disposed 271,411 · Balance 197,141 F1: Forfeiture of unvested awards upon the June 30, 2022 termination of the reporting person under the terms of a Separation Agreement. |
| Performance Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2022-06-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-06-30 · Disposition to issuer · Disposed 311,184 · Balance 0 F1: Forfeiture of unvested awards upon the June 30, 2022 termination of the reporting person under the terms of a Separation Agreement. F2: The Company granted performance stock units ("PSUs") pursuant to the Company's 2016 Equity Incentive Plan. Each PSU represents a contingent right to receive one share of Issuer's common stock, subject to the attainment of performance goals and other vesting criteria. Common shares of stock will not be issued until the performance goals and other vesting criteria have been achieved. |
Filing footnotes · ownership attribution and instrument terms
F1: Forfeiture of unvested awards upon the June 30, 2022 termination of the reporting person under the terms of a Separation Agreement.
F2: The Company granted performance stock units ("PSUs") pursuant to the Company's 2016 Equity Incentive Plan. Each PSU represents a contingent right to receive one share of Issuer's common stock, subject to the attainment of performance goals and other vesting criteria. Common shares of stock will not be issued until the performance goals and other vesting criteria have been achieved.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 30, 2022 Filed Oct 27, 2022 00:22 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | Disposition to issuerPerformance Stock Unit · Derivative | 311,184 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-010821 · form4-10262022_051047.xml · derivative · entry 2 Brown Jason E. · CIK 0001550853 · FORMER PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 311,184 shares Expires not disclosed F1 · kind: Forfeiture of unvested awards upon the June 30, 2022 termination of the reporting person under the terms of a Separation Agreement. F2 · derivative.exercise_date: The Company granted performance stock units ("PSUs") pursuant to the Company's 2016 Equity Incentive Plan. Each PSU represents a contingent right to receive one share of Issuer's common stock, subject to the attainment of performance goals and other vesting criteria. Common shares of stock will not be issued until the performance goals and other vesting criteria have been achieved. F2 · derivative.expiration_date: The Company granted performance stock units ("PSUs") pursuant to the Company's 2016 Equity Incentive Plan. Each PSU represents a contingent right to receive one share of Issuer's common stock, subject to the attainment of performance goals and other vesting criteria. Common shares of stock will not be issued until the performance goals and other vesting criteria have been achieved. Read SEC document |
| June 30, 2022 Filed Oct 27, 2022 00:22 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | Disposition to issuerCommon Stock | 271,411 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-010821 · form4-10262022_051047.xml · nonDerivative · entry 1 Brown Jason E. · CIK 0001550853 · FORMER PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,141 F1 · kind: Forfeiture of unvested awards upon the June 30, 2022 termination of the reporting person under the terms of a Separation Agreement. Read SEC document |
| November 09, 2021 Filed Nov 12, 2021 21:07 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantContingent Performance Stock Grant · Derivative | 35,952 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001006655-21-000053 · wf-form4_163675120761560.xml · derivative · entry 1 Brown Jason E. · CIK 0001550853 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 311,184 Underlying: Common Stock · 35,952 shares Expires 2024-06-30 F1 · security: (1) The Company granted these securities pursuant to the Company's 2016 Equity Incentive Plan. They are subject to the attainment of performance goals and other vesting criteria. Such shares of stock will not be issued until these performance goals and other vesting criteria have been achieved. F1 · derivative.exercise_date: (1) The Company granted these securities pursuant to the Company's 2016 Equity Incentive Plan. They are subject to the attainment of performance goals and other vesting criteria. Such shares of stock will not be issued until these performance goals and other vesting criteria have been achieved. Read SEC document |
| September 17, 2021 Filed Sep 22, 2021 00:51 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 107,854 | $0.00 | $0.00 |
DisclosureSEC source: 0001006655-21-000041 · wf-form4_163227187140130.xml · nonDerivative · entry 1 Brown Jason E. · CIK 0001550853 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 468,552 F1 · shares: 1. Award of Restricted Stock pursuant to Company's 2016 Equity Incentive Plan, subject to vesting terms and performance goals. Read SEC document |
| December 09, 2020 Filed Dec 10, 2020 22:37 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantContingent Performance Stock Grant · Derivative | 75,232 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001006655-20-000047 · wf-form4_160763985140490.xml · derivative · entry 2 Brown Jason E. · CIK 0001550853 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,232 Underlying: Common Stock · 75,232 shares Expires 2024-06-30 F2 · security: The Company granted these securities pursuant to the Company's 2016 Equity Incentive Plan. They are subject to the attainment of performance goals and other vesting criteria. Such shares of stock will not be issued until these performance goals and other vesting criteria have been achieved. F2 · derivative.exercise_date: The Company granted these securities pursuant to the Company's 2016 Equity Incentive Plan. They are subject to the attainment of performance goals and other vesting criteria. Such shares of stock will not be issued until these performance goals and other vesting criteria have been achieved. Read SEC document |
| December 09, 2020 Filed Dec 10, 2020 22:37 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 225,695 | $0.00 | $0.00 |
DisclosureSEC source: 0001006655-20-000047 · wf-form4_160763985140490.xml · nonDerivative · entry 1 Brown Jason E. · CIK 0001550853 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 360,698 F1 · shares: Award of Restricted Stock pursuant to Company's 2016 Equity Incentive Plan, subject to vesting terms and performance goals. Read SEC document |
| December 10, 2019 Filed Dec 10, 2019 21:50 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 86,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001006655-19-000045 · wf-form4_157601461136416.xml · nonDerivative · entry 1 Brown Jason E. · CIK 0001550853 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,003 F1 · shares: Award of Restricted Stock pursuant to Company's 2016 Equity Incentive Plan, subject to vesting terms and performance goals. Read SEC document |
| July 10, 2019 Filed Jul 12, 2019 21:01 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantContingent Performance Stock Grant · Derivative | 200,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001006655-19-000027 · wf-form4_156296525392132.xml · derivative · entry 2 Brown Jason E. · CIK 0001550853 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2023-07-01 F2 · security: The Company granted these restricted stock units pursuant to the Company's 2016 Equity Incentive Plan. They are subject to the attainment of performance goals and other vesting criteria. Such shares of stock will not be issued until these performance goals and other vesting criteria have been achieved. F2 · derivative.exercise_date: The Company granted these restricted stock units pursuant to the Company's 2016 Equity Incentive Plan. They are subject to the attainment of performance goals and other vesting criteria. Such shares of stock will not be issued until these performance goals and other vesting criteria have been achieved. Read SEC document |
| July 10, 2019 Filed Jul 12, 2019 21:01 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 48,872 | $0.00 | $0.00 |
DisclosureSEC source: 0001006655-19-000027 · wf-form4_156296525392132.xml · nonDerivative · entry 1 Brown Jason E. · CIK 0001550853 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,872 F1 · shares: The Company granted these shares of restricted stock pursuant to the Company's 2016 Equity Incentive Plan, subject to vesting terms per the agreement. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.