Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EVOLUTION PETROLEUM CORPEPM · Entity 1684 | Director | December 04, 2025 | December 08, 2025 |
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 December 04, 2025 · Filed December 08, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 86,122 |
Reported balance
After 2025-12-04 transaction · row 1
1 source rowRow 1 · 2025-12-04 · Grant · Acquired 24,214 · Balance 86,122 F1: Award of Restricted Stock pursuant to Company's Amended and Restated 2016 Equity Incentive Plan, subject to vesting. |
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.
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 |
|---|---|---|---|---|---|---|
| December 04, 2025 Filed Dec 8, 2025 21:15 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 24,214 | $0.00 | $0.00 |
DisclosureSEC source: 0001946917-25-000004 · form4-12082025_041202.xml · nonDerivative · entry 1 Bierria Myra C · CIK 0001946917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,122 F1 · shares: Award of Restricted Stock pursuant to Company's Amended and Restated 2016 Equity Incentive Plan, subject to vesting. Read SEC document |
| December 05, 2024 Filed Dec 9, 2024 21:15 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 17,483 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-028637 · form4-12092024_041210.xml · nonDerivative · entry 1 Bierria Myra C · CIK 0001946917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,908 F1 · shares: Award of Restricted Stock pursuant to Company's 2016 Equity Incentive Plan, subject to vesting. Read SEC document |
| December 07, 2023 Filed Dec 11, 2023 21:15 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 16,807 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-016176 · form4-12112023_041201.xml · nonDerivative · entry 1 Bierria Myra C · CIK 0001946917 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,425 F1 · shares: Award of Restricted Stock pursuant to Company's 2016 Equity Incentive Plan, subject to vesting. Read SEC document |
| December 08, 2022 Filed Dec 12, 2022 21:15 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 14,859 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-012388 · form4-12122022_041207.xml · nonDerivative · entry 1 Bierria Myra C · CIK 0001946917 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,618 F1 · shares: Award of Restricted Stock pursuant to Company's 2016 Equity Incentive Plan, 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.