Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EVOLUTION PETROLEUM CORPEPM · Entity 1684 | COO | September 17, 2026 | September 21, 2026 |
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.
EVOLUTION PETROLEUM CORP
Report date September 17, 2026 · Filed September 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 270,411 |
Reported balance
After 2026-09-17 transaction · row 1
1 source rowRow 1 · 2026-09-17 · Grant · Acquired 91,120 · Balance 270,411 F1: Award of Restricted Stock pursuant to Company's Amended and Restated 2016 Equity Incentive Plan, subject to vesting terms and performance goals. |
| Performance Stock UnitSEC Table II · derivative / convertible security · Expires 2029-06-30 | Direct | 45,560 |
Reported balance
After 2026-09-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-17 · Grant · Acquired 45,560 · Balance 45,560 F2: The Company granted performance stock units ("PSUs") pursuant to the Company's Amended and Restated 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: Award of Restricted Stock pursuant to Company's Amended and Restated 2016 Equity Incentive Plan, subject to vesting terms and performance goals.
F2: The Company granted performance stock units ("PSUs") pursuant to the Company's Amended and Restated 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 |
|---|---|---|---|---|---|---|
| September 17, 2026 Filed Sep 21, 2026 20:15 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantPerformance Stock Unit · Derivative | 45,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001966470-26-000008 · form4-09212026_040901.xml · derivative · entry 2 Bunch John Mark · CIK 0001966470 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,560 Underlying: Common Stock · 45,560 shares Expires 2029-06-30 F2 · derivative.exercise_price: The Company granted performance stock units ("PSUs") pursuant to the Company's Amended and Restated 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.exercise_date: The Company granted performance stock units ("PSUs") pursuant to the Company's Amended and Restated 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 |
| September 17, 2026 Filed Sep 21, 2026 20:15 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 91,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001966470-26-000008 · form4-09212026_040901.xml · nonDerivative · entry 1 Bunch John Mark · CIK 0001966470 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 270,411 F1 · shares: Award of Restricted Stock pursuant to Company's Amended and Restated 2016 Equity Incentive Plan, subject to vesting terms and performance goals. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 20:15 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | Tax withholdingCommon Stock | 6,757 | $3.69 | $24,933.33 |
DisclosureSEC source: 0001966470-26-000006 · form4-09032026_040903.xml · nonDerivative · entry 1 Bunch John Mark · CIK 0001966470 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 179,291 F1 · shares: Represents shares surrendered to the Company to satisfy income tax withholding obligations upon the vesting of restricted stock grant. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 20:15 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | Disposition to issuerCommon Stock | 28,518 | $0.00 | $0.00 |
DisclosureSEC source: 0001966470-26-000004 · form4-07022026_040702.xml · nonDerivative · entry 1 Bunch John Mark · CIK 0001966470 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186,048 F1 · kind: Shares of Restricted Stock that expired without the performance goals being achieved. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 21:15 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | Tax withholdingCommon Stock | 8,910 | $4.43 | $39,471.30 |
DisclosureSEC source: 0001966470-26-000002 · form4-02242026_040201.xml · nonDerivative · entry 1 Bunch John Mark · CIK 0001966470 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 214,566 F1 · shares: Represents shares surrendered to the Company to satisfy income tax withholding obligations upon the vesting of restricted stock grant. Read SEC document |
| September 18, 2025 Filed Sep 22, 2025 23:45 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 55,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001966470-25-000004 · form4-09222025_110904.xml · nonDerivative · entry 1 Bunch John Mark · CIK 0001966470 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 223,476 F1 · shares: Award of Restricted Stock pursuant to Company's Amended and Restated 2016 Equity Incentive Plan, subject to vesting terms and performance goals. Read SEC document |
| August 29, 2025 Filed Sep 3, 2025 20:15 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | Tax withholdingCommon Stock | 4,699 | $5.16 | $24,246.84 |
DisclosureSEC source: 0001415889-25-023532 · form4-09032025_040903.xml · nonDerivative · entry 1 Bunch John Mark · CIK 0001966470 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 167,717 F1 · shares: Represents shares surrendered to the Company to satisfy income tax withholding obligations upon the vesting of restricted stock grant. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:15 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | Tax withholdingCommon Stock | 3,297 | $4.70 | $15,495.90 |
DisclosureSEC source: 0001415889-25-019009 · form4-07022025_040703.xml · nonDerivative · entry 1 Bunch John Mark · CIK 0001966470 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 172,416 F1 · shares: Represents shares surrendered to the Company to satisfy income tax withholding obligations upon the vesting of restricted stock grant. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 21:15 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | Tax withholdingCommon Stock | 8,691 | $5.13 | $44,584.83 |
DisclosureSEC source: 0001415889-25-005486 · form4-02252025_040239.xml · nonDerivative · entry 1 Bunch John Mark · CIK 0001966470 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,713 F1 · shares: Represents shares surrendered to the Company to satisfy income tax withholding obligations upon the vesting of restricted stock grant. Read SEC document |
| September 17, 2024 Filed Sep 19, 2024 20:15 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantPerformance Stock Unit · Derivative | 28,294 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-023706 · form4-09192024_040904.xml · derivative · entry 2 Bunch John Mark · CIK 0001966470 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,294 Underlying: Common Stock · 28,294 shares Expires 2027-06-30 F2 · derivative.exercise_price: 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.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. Read SEC document |
| September 17, 2024 Filed Sep 19, 2024 20:15 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 56,587 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-023706 · form4-09192024_040904.xml · nonDerivative · entry 1 Bunch John Mark · CIK 0001966470 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 184,404 F1 · shares: Award of Restricted Stock pursuant to Company's 2016 Equity Incentive Plan, subject to vesting terms and performance goals. Read SEC document |
| August 30, 2024 Filed Sep 4, 2024 20:15 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | Tax withholdingCommon Stock | 2,239 | $5.15 | $11,530.85 |
DisclosureSEC source: 0001415889-24-022764 · form4-09042024_040904.xml · nonDerivative · entry 1 Bunch John Mark · CIK 0001966470 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,817 F1 · shares: Represents shares surrendered to the Company to satisfy income tax withholding obligations upon the vesting of restricted stock grant. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 21:15 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | Tax withholdingCommon Stock | 5,930 | $5.68 | $33,682.40 |
DisclosureSEC source: 0001415889-24-005012 · form4-02232024_040201.xml · nonDerivative · entry 1 Bunch John Mark · CIK 0001966470 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,056 F1 · shares: Represents shares surrendered to the Company to satisfy income tax withholding obligations upon the vesting of restricted stock grant. Read SEC document |
| September 22, 2023 Filed Sep 26, 2023 20:20 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantPerformance Stock Unit · Derivative | 21,389 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-013587 · form4-09262023_080933.xml · derivative · entry 2 Bunch John Mark · CIK 0001966470 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,910 Underlying: Common Stock · 21,389 shares Expires 2026-06-30 F2 · derivative.exercise_price: 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.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. Read SEC document |
| September 22, 2023 Filed Sep 26, 2023 20:20 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 42,777 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-013587 · form4-09262023_080933.xml · nonDerivative · entry 1 Bunch John Mark · CIK 0001966470 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,986 F1 · shares: Award of Restricted Stock pursuant to Company's 2016 Equity Incentive Plan, subject to vesting terms and performance goals. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 20:05 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | Tax withholdingCommon Stock | 353 | $8.89 | $3,138.17 |
DisclosureSEC source: 0001415889-23-012969 · form4-09062023_040903.xml · nonDerivative · entry 1 Bunch John Mark · CIK 0001966470 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,209 F1 · shares: Represents shares surrendered to the Company to satisfy income tax withholding obligations upon the vesting of restricted stock grant. 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.