Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EVOLUTION PETROLEUM CORPEPM · Entity 1684 | SVP & CFO | 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 | 370,974 |
Reported balance
After 2026-09-17 transaction · row 1
1 source rowRow 1 · 2026-09-17 · Grant · Acquired 97,561 · Balance 370,974 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 | 48,781 |
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 48,781 · Balance 48,781 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 | 48,781 | $0.00 | $0.00 |
DisclosureSEC source: 0001833972-26-000006 · form4-09212026_040903.xml · derivative · entry 2 Stash Ryan · CIK 0001833972 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,781 Underlying: Common Stock · 48,781 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 | 97,561 | $0.00 | $0.00 |
DisclosureSEC source: 0001833972-26-000006 · form4-09212026_040903.xml · nonDerivative · entry 1 Stash Ryan · CIK 0001833972 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 370,974 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 | 6,163 | $3.69 | $22,741.47 |
DisclosureSEC source: 0001833972-26-000004 · form4-09032026_040905.xml · nonDerivative · entry 1 Stash Ryan · CIK 0001833972 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 273,413 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 | 27,321 | $0.00 | $0.00 |
DisclosureSEC source: 0001833972-26-000002 · form4-07022026_040704.xml · nonDerivative · entry 1 Stash Ryan · CIK 0001833972 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 279,576 F1 · kind: Shares of Restricted Stock that expired without the performance goals being achieved. Read SEC document |
| September 18, 2025 Filed Sep 22, 2025 23:41 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 53,419 | $0.00 | $0.00 |
DisclosureSEC source: 0001833972-25-000004 · form4-09222025_110945.xml · nonDerivative · entry 1 Stash Ryan · CIK 0001833972 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 306,897 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 | 5,438 | $5.16 | $28,060.08 |
DisclosureSEC source: 0001415889-25-023533 · form4-09032025_040905.xml · nonDerivative · entry 1 Stash Ryan · CIK 0001833972 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 253,478 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 | 8,827 | $4.70 | $41,486.90 |
DisclosureSEC source: 0001415889-25-019010 · form4-07022025_040706.xml · nonDerivative · entry 1 Stash Ryan · CIK 0001833972 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 258,916 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 18, 2024 Filed Nov 20, 2024 21:15 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | Tax withholdingCommon Stock | 7,671 | $5.91 | $45,335.61 |
DisclosureSEC source: 0001415889-24-027339 · form4-11202024_041101.xml · nonDerivative · entry 1 Stash Ryan · CIK 0001833972 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 267,743 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 | 27,106 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-023707 · form4-09192024_040906.xml · derivative · entry 2 Stash Ryan · CIK 0001833972 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,106 Underlying: Common Stock · 27,106 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 | 54,212 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-023707 · form4-09192024_040906.xml · nonDerivative · entry 1 Stash Ryan · CIK 0001833972 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 275,414 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 | 5,644 | $5.15 | $29,066.60 |
DisclosureSEC source: 0001415889-24-022765 · form4-09042024_040906.xml · nonDerivative · entry 1 Stash Ryan · CIK 0001833972 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 221,202 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 28, 2024 Filed Jul 2, 2024 20:15 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | Tax withholdingCommon Stock | 15,120 | $5.27 | $79,682.40 |
DisclosureSEC source: 0001415889-24-018864 · form4-07022024_040702.xml · nonDerivative · entry 1 Stash Ryan · CIK 0001833972 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 226,846 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 17, 2023 Filed Nov 21, 2023 21:15 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | Tax withholdingCommon Stock | 7,694 | $5.91 | $45,471.54 |
DisclosureSEC source: 0001415889-23-015347 · form4-11212023_041101.xml · nonDerivative · entry 1 Stash Ryan · CIK 0001833972 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 241,966 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 20:21 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantPerformance Stock Unit · Derivative | 20,491 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-013588 · form4-09262023_080904.xml · derivative · entry 2 Stash Ryan · CIK 0001833972 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,822 Underlying: Common Stock · 20,491 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 | 40,982 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-013588 · form4-09262023_080904.xml · nonDerivative · entry 1 Stash Ryan · CIK 0001833972 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 249,660 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 | 7,262 | $8.89 | $64,559.18 |
DisclosureSEC source: 0001415889-23-012970 · form4-09062023_040905.xml · nonDerivative · entry 1 Stash Ryan · CIK 0001833972 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208,678 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, 2023 Filed Jul 5, 2023 20:15 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | Tax withholdingCommon Stock | 19,681 | $8.07 | $158,825.67 |
DisclosureSEC source: 0001415889-23-010728 · form4-07052023_040715.xml · nonDerivative · entry 1 Stash Ryan · CIK 0001833972 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 215,940 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 30, 2022 Filed Nov 30, 2022 21:47 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | Tax withholdingCommon Stock | 4,869 | $7.73 | $37,637.37 |
DisclosureSEC source: 0001415889-22-011846 · form4-11302022_091133.xml · nonDerivative · entry 1 Stash Ryan · CIK 0001833972 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,621 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 20, 2022 Filed Sep 22, 2022 20:33 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantPerformance Stock Unit · Derivative | 11,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-102357 · tm2226493-1_4seq1.xml · derivative · entry 2 Stash Ryan · CIK 0001833972 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,331 Underlying: Common Stock · 11,580 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 |
| September 20, 2022 Filed Sep 22, 2022 20:33 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 34,738 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-102357 · tm2226493-1_4seq1.xml · nonDerivative · entry 1 Stash Ryan · CIK 0001833972 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,490 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, 2022 Filed Sep 6, 2022 22:21 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | Tax withholdingCommon Stock | 1,586 | $6.94 | $11,006.84 |
DisclosureSEC source: 0001104659-22-097951 · tm2225306-1_4seq1.xml · nonDerivative · entry 2 Stash Ryan · CIK 0001833972 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,752 F2 · shares: Represents shares surrendered to the Company to satisfy income tax withholding obligations upon the vesting of the September 17, 2021 restricted stock grant. Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 22:21 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | Tax withholdingCommon Stock | 2,045 | $6.94 | $14,192.30 |
DisclosureSEC source: 0001104659-22-097951 · tm2225306-1_4seq1.xml · nonDerivative · entry 1 Stash Ryan · CIK 0001833972 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,338 F1 · shares: Represents shares surrendered to the Company to satisfy income tax withholding obligations upon the vesting of the December 9, 2020 restricted stock grant. Read SEC document |
| March 24, 2022 Filed Mar 29, 2022 01:43 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | SaleCommon Stock | 4,870 | $5.54 | $26,979.80 |
DisclosureSEC source: 0001006655-22-000013 · wf-form4_164851817072839.xml · nonDerivative · entry 1 Stash Ryan · CIK 0001833972 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,383 F1 · shares: Shares surrendered to the Company to pay income tax withholding obligations. Read SEC document |
| November 09, 2021 Filed Nov 12, 2021 21:05 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantContingent Performance Stock Grant · Derivative | 19,543 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001006655-21-000052 · wf-form4_163675112244865.xml · derivative · entry 1 Stash Ryan · CIK 0001833972 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,751 Underlying: Common Stock · 19,543 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 21, 2021 21:39 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 58,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001006655-21-000040 · wf-form4_163226036694058.xml · nonDerivative · entry 1 Stash Ryan · CIK 0001833972 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,253 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, 2020 Filed Dec 10, 2020 22:38 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantContingent Performance Stock Grant · Derivative | 25,208 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001006655-20-000049 · wf-form4_160763988386462.xml · derivative · entry 2 Stash Ryan · CIK 0001833972 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,208 Underlying: Common Stock · 25,208 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 22:38 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 75,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001006655-20-000049 · wf-form4_160763988386462.xml · nonDerivative · entry 1 Stash Ryan · CIK 0001833972 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,624 F1 · shares: Award of Restricted Stock pursuant to Company's 2016 Equity Incentive Plan, subject to vesting terms and performance goals. Read SEC document |
| November 23, 2020 Filed Nov 30, 2020 18:05 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 80,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001006655-20-000034 · wf-form4_160675949459174.xml · nonDerivative · entry 1 Stash Ryan · CIK 0001833972 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 F1 · shares: Award of Restricted Stock pursuant to Company's 2016 Equity Incentive Plan, subject to vesting terms. 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.