Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EVOLUTION PETROLEUM CORPEPM · Entity 1684 | CHIEF ACCOUNTING OFFICER | 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 | 103,199 |
Reported balance
After 2026-09-17 transaction · row 1
1 source rowRow 1 · 2026-09-17 · Grant · Acquired 34,357 · Balance 103,199 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 | 17,179 |
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 17,179 · Balance 17,179 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 | 17,179 | $0.00 | $0.00 |
DisclosureSEC source: 0001957952-26-000006 · form4-09212026_040906.xml · derivative · entry 2 Beatty Kelly · CIK 0001957952 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,179 Underlying: Common Stock · 17,179 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 | 34,357 | $0.00 | $0.00 |
DisclosureSEC source: 0001957952-26-000006 · form4-09212026_040906.xml · nonDerivative · entry 1 Beatty Kelly · CIK 0001957952 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,199 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 | 2,897 | $3.69 | $10,689.93 |
DisclosureSEC source: 0001957952-26-000004 · form4-09032026_040907.xml · nonDerivative · entry 1 Beatty Kelly · CIK 0001957952 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,842 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 | 5,891 | $0.00 | $0.00 |
DisclosureSEC source: 0001957952-26-000002 · form4-07022026_040706.xml · nonDerivative · entry 1 Beatty Kelly · CIK 0001957952 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,739 F1 · kind: Shares of Restricted Stock that expired without the performance goals being achieved. Read SEC document |
| September 18, 2025 Filed Sep 22, 2025 23:42 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 18,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001957952-25-000004 · form4-09222025_110951.xml · nonDerivative · entry 1 Beatty Kelly · CIK 0001957952 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,630 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 | 1,414 | $5.16 | $7,296.24 |
DisclosureSEC source: 0001415889-25-023534 · form4-09032025_040908.xml · nonDerivative · entry 1 Beatty Kelly · CIK 0001957952 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,708 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 | 1,280 | $4.70 | $6,016.00 |
DisclosureSEC source: 0001415889-25-019011 · form4-07022025_040708.xml · nonDerivative · entry 1 Beatty Kelly · CIK 0001957952 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,122 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 | 2,965 | $5.13 | $15,210.45 |
DisclosureSEC source: 0001415889-25-005487 · form4-02252025_040242.xml · nonDerivative · entry 1 Beatty Kelly · CIK 0001957952 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,402 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 | 9,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-023708 · form4-09192024_040907.xml · derivative · entry 3 Beatty Kelly · CIK 0001957952 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,602 Underlying: Common Stock · 9,602 shares Expires 2027-06-30 F3 · 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. F3 · 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 | Tax withholdingCommon Stock | 445 | $5.15 | $2,291.75 |
DisclosureSEC source: 0001415889-24-023708 · form4-09192024_040907.xml · nonDerivative · entry 2 Beatty Kelly · CIK 0001957952 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,367 F2 · 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 | GrantCommon Stock | 19,203 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-023708 · form4-09192024_040907.xml · nonDerivative · entry 1 Beatty Kelly · CIK 0001957952 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,812 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 | 451 | $5.15 | $2,322.65 |
DisclosureSEC source: 0001415889-24-022766 · form4-09042024_040909.xml · nonDerivative · entry 1 Beatty Kelly · CIK 0001957952 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,609 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 07, 2024 Filed Jun 10, 2024 20:20 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-016206 · form4-06102024_040601.xml · nonDerivative · entry 1 Beatty Kelly · CIK 0001957952 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,060 F1 · shares: Award of Restricted Stock pursuant to Company's 2016 Equity Incentive Plan, subject to vesting. Read SEC document |
| February 22, 2024 Filed Feb 23, 2024 21:15 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | Tax withholdingCommon Stock | 2,965 | $5.66 | $16,781.90 |
DisclosureSEC source: 0001415889-24-005013 · form4-02232024_040204.xml · nonDerivative · entry 1 Beatty Kelly · CIK 0001957952 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,560 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 15, 2024 Filed Feb 16, 2024 21:15 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-004110 · form4-02162024_040201.xml · nonDerivative · entry 1 Beatty Kelly · CIK 0001957952 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,525 F1 · shares: Award of Restricted Stock pursuant to Company's 2016 Equity Incentive Plan, subject to vesting. Read SEC document |
| September 22, 2023 Filed Sep 26, 2023 20:21 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantPerformance Stock Unit · Derivative | 4,418 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-013589 · form4-09262023_080949.xml · derivative · entry 2 Beatty Kelly · CIK 0001957952 · PRINCIPAL ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,040 Underlying: Common Stock · 4,418 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 20:21 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 8,836 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-013589 · form4-09262023_080949.xml · nonDerivative · entry 1 Beatty Kelly · CIK 0001957952 · PRINCIPAL ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,525 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 | 212 | $8.89 | $1,884.68 |
DisclosureSEC source: 0001415889-23-012971 · form4-09062023_040907.xml · nonDerivative · entry 1 Beatty Kelly · CIK 0001957952 · PRINCIPAL ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,689 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 22, 2023 Filed Feb 24, 2023 21:05 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | Tax withholdingCommon Stock | 2,965 | $6.19 | $18,353.35 |
DisclosureSEC source: 0001415889-23-003240 · form4-02242023_040201.xml · nonDerivative · entry 1 Beatty Kelly · CIK 0001957952 · PRINCIPAL ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,901 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.