Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EVOLUTION PETROLEUM CORPEPM · Entity 1684 | Director · PRESIDENT & CEO | 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 | 585,277 |
Reported balance
After 2026-09-17 transaction · row 1
1 source rowRow 1 · 2026-09-17 · Grant · Acquired 168,049 · Balance 585,277 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 | 84,025 |
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 84,025 · Balance 84,025 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 | 84,025 | $0.00 | $0.00 |
DisclosureSEC source: 0001452310-26-000007 · form4-09212026_080941.xml · derivative · entry 2 Loyd Kelly William · CIK 0001452310 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,025 Underlying: Common Stock · 84,025 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 | 168,049 | $0.00 | $0.00 |
DisclosureSEC source: 0001452310-26-000007 · form4-09212026_080941.xml · nonDerivative · entry 1 Loyd Kelly William · CIK 0001452310 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 585,277 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 | 12,300 | $3.69 | $45,387.00 |
DisclosureSEC source: 0001452310-26-000004 · form4-09032026_040901.xml · nonDerivative · entry 1 Loyd Kelly William · CIK 0001452310 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 417,228 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 | 52,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001452310-26-000002 · form4-07022026_040701.xml · nonDerivative · entry 1 Loyd Kelly William · CIK 0001452310 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 429,528 F1 · kind: Shares of Restricted Stock that expired without the performance goals being achieved. Read SEC document |
| October 31, 2025 Filed Nov 4, 2025 21:15 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | Tax withholdingCommon Stock | 9,649 | $4.38 | $42,262.62 |
DisclosureSEC source: 0001452310-25-000006 · form4-11042025_041101.xml · nonDerivative · entry 1 Loyd Kelly William · CIK 0001452310 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 482,123 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 23:40 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 102,834 | $0.00 | $0.00 |
DisclosureSEC source: 0001452310-25-000004 · form4-09222025_110954.xml · nonDerivative · entry 1 Loyd Kelly William · CIK 0001452310 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 491,772 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 | 10,922 | $5.16 | $56,357.52 |
DisclosureSEC source: 0001415889-25-023531 · form4-09032025_040901.xml · nonDerivative · entry 1 Loyd Kelly William · CIK 0001452310 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 388,938 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 | 18,247 | $4.70 | $85,760.90 |
DisclosureSEC source: 0001415889-25-019008 · form4-07022025_040701.xml · nonDerivative · entry 1 Loyd Kelly William · CIK 0001452310 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 399,860 F1 · shares: Represents shares surrendered to the Company to satisfy income tax withholding obligations upon the vesting of restricted stock grant. Read SEC document |
| November 01, 2024 Filed Nov 5, 2024 21:15 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | Tax withholdingCommon Stock | 9,692 | $5.15 | $49,913.80 |
DisclosureSEC source: 0001415889-24-026123 · form4-11052024_041101.xml · nonDerivative · entry 1 Loyd Kelly William · CIK 0001452310 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 418,107 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 | 52,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-023705 · form4-09192024_040901.xml · derivative · entry 2 Loyd Kelly William · CIK 0001452310 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,180 Underlying: Common Stock · 52,180 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 | 104,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-023705 · form4-09192024_040901.xml · nonDerivative · entry 1 Loyd Kelly William · CIK 0001452310 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 427,799 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 | 6,373 | $5.15 | $32,820.95 |
DisclosureSEC source: 0001415889-24-022763 · form4-09042024_040901.xml · nonDerivative · entry 1 Loyd Kelly William · CIK 0001452310 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 323,439 F1 · shares: Represents shares surrendered to the Company to satisfy income tax withholding obligations upon the vesting of restricted stock grant. Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 20:15 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | Tax withholdingCommon Stock | 9,742 | $6.43 | $62,641.06 |
DisclosureSEC source: 0001415889-23-014739 · form4-11032023_041101.xml · nonDerivative · entry 1 Loyd Kelly William · CIK 0001452310 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 329,812 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 | 39,447 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-013586 · form4-09262023_080955.xml · derivative · entry 2 Loyd Kelly William · CIK 0001452310 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,856 Underlying: Common Stock · 39,447 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 | 78,893 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-013586 · form4-09262023_080955.xml · nonDerivative · entry 1 Loyd Kelly William · CIK 0001452310 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 339,554 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 | 3,015 | $8.89 | $26,803.35 |
DisclosureSEC source: 0001415889-23-012968 · form4-09062023_040901.xml · nonDerivative · entry 1 Loyd Kelly William · CIK 0001452310 · Director · PRESIDENT & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 260,661 F1 · shares: Represents shares surrendered to the Company to satisfy income tax withholding obligations upon the vesting of restricted stock grant. Read SEC document |
| December 08, 2022 Filed Dec 12, 2022 21:15 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | Tax withholdingCommon Stock | 3,375 | $6.71 | $22,646.25 |
DisclosureSEC source: 0001415889-22-012387 · form4-12122022_041201.xml · nonDerivative · entry 1 Loyd Kelly William · CIK 0001452310 · Director · PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,676 F1 · shares: Represents shares surrendered to the Company to satisfy income tax withholding obligations upon the vesting of restricted stock grant. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 22:05 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantPerformance Stock Unit · Derivative | 23,409 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-011074 · form4-11032022_031158.xml · derivative · entry 2 Loyd Kelly William · CIK 0001452310 · Director · PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,409 Underlying: Common Stock · 23,409 shares Expires 2025-06-30 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 |
| November 01, 2022 Filed Nov 3, 2022 22:05 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 170,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-011074 · form4-11032022_031158.xml · nonDerivative · entry 1 Loyd Kelly William · CIK 0001452310 · Director · PRESIDENT & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,051 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 09, 2021 Filed Dec 10, 2021 21:12 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 11,386 | $5.27 | $60,004.22 |
DisclosureSEC source: 0001006655-21-000055 · wf-form4_163917072988206.xml · nonDerivative · entry 1 Loyd Kelly William · CIK 0001452310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,826 F1 · shares: Award of Restricted Stock pursuant to Company's 2016 Equity Incentive Plan, subject to vesting. Read SEC document |
| December 09, 2020 Filed Dec 10, 2020 22:38 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 19,868 | $3.02 | $60,001.36 |
DisclosureSEC source: 0001006655-20-000051 · wf-form4_160763991770478.xml · nonDerivative · entry 1 Loyd Kelly William · CIK 0001452310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,440 F1 · shares: Award of Restricted Stock pursuant to Company's 2016 Equity Incentive Plan, subject to vesting. Read SEC document |
| December 10, 2019 Filed Dec 11, 2019 22:22 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 11,279 | $5.32 | $60,004.28 |
DisclosureSEC source: 0001006655-19-000055 · wf-form4_157610294229072.xml · nonDerivative · entry 1 Loyd Kelly William · CIK 0001452310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,572 F1 · shares: Award of Restricted Stock pursuant to Company's 2016 Equity Incentive Plan, subject to vesting. Read SEC document |
| December 06, 2018 Filed Dec 7, 2018 22:42 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 7,043 | $8.52 | $60,006.36 |
DisclosureSEC source: 0001006655-18-000065 · wf-form4_154422250312623.xml · nonDerivative · entry 1 Loyd Kelly William · CIK 0001452310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,293 Read SEC document |
| December 07, 2017 Filed Dec 11, 2017 21:54 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 8,824 | $6.80 | $60,003.20 |
DisclosureSEC source: 0001006655-17-000077 · wf-form4_151302922981619.xml · nonDerivative · entry 1 Loyd Kelly William · CIK 0001452310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,250 F1 · shares: Award of Restricted Stock pursuant to Company's 2016 Equity Incentive Plan, subject to vesting. Read SEC document |
| December 08, 2016 Filed Dec 12, 2016 21:16 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 6,418 | $9.35 | $60,008.30 |
DisclosureSEC source: 0001006655-16-000166 · wf-form4_148157739161625.xml · nonDerivative · entry 1 Loyd Kelly William · CIK 0001452310 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,426 F1 · shares: Award of Restricted Stock pursuant to Company's 2004 Amended and Restated Stock Plan, as amended, subject to vesting. 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.