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 |
| Enservco CorpENSV · Entity 89606 | Director | June 20, 2024 | June 24, 2024 |
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 | 1,836,715 |
Reported balance
After 2025-12-04 transaction · row 1
1 source rowRow 1 · 2025-12-04 · Grant · Acquired 24,214 · Balance 1,836,715 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.
Enservco Corp
Report date June 20, 2024 · Filed June 24, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 445,637 |
Reported balance
After 2024-06-20 transaction · row 1
1 source rowRow 1 · 2024-06-20 · Grant · Acquired 225,225 · Balance 445,637 F1: The shares were issued in lieu of cash as compensation for the Reporting Person's service on the Board of Directors of the Company from April 1, 2023 to March 31, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were issued in lieu of cash as compensation for the Reporting Person's service on the Board of Directors of the Company from April 1, 2023 to March 31, 2024.
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: 0001293397-25-000004 · form4-12082025_041209.xml · nonDerivative · entry 1 Herlin Robert S · CIK 0001293397 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,836,715 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: 0001415889-24-028632 · form4-12092024_041201.xml · nonDerivative · entry 1 Herlin Robert S · CIK 0001293397 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,812,501 F1 · shares: Award of Restricted Stock pursuant to Company's 2016 Equity Incentive Plan, subject to vesting. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 22:50 UTC | Enservco Corp ENSV · Entity 89606 | GrantCommon Stock | 225,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-021121 · rdgdoc.xml · nonDerivative · entry 1 Herlin Robert S · CIK 0001293397 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 445,637 F1 · shares: The shares were issued in lieu of cash as compensation for the Reporting Person's service on the Board of Directors of the Company from April 1, 2023 to March 31, 2024. Read SEC document |
| April 04, 2024 Filed Apr 8, 2024 21:07 UTC | Enservco Corp ENSV · Entity 89606 | GrantCommon Stock | 119,048 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-011418 · rdgdoc.xml · nonDerivative · entry 1 Herlin Robert S · CIK 0001293397 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 220,412 F1 · shares: Grant of Restricted Stock for services in 2024. Shares shall vest on the earlier of (i) Issuer's next Annual Shareholders Meeting or (ii) the one-year anniversary of the issuance effective date, provided the Reporting Person is still a director on such vesting date. 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: 0001415889-23-016180 · form4-12112023_041209.xml · nonDerivative · entry 1 Herlin Robert S · CIK 0001293397 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,795,018 F1 · shares: Award of Restricted Stock pursuant to Company's 2016 Equity Incentive Plan, subject to vesting. Read SEC document |
| April 07, 2023 Filed Apr 11, 2023 21:01 UTC | Enservco Corp ENSV · Entity 89606 | GrantCommon Stock | 18,405 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-010019 · rdgdoc.xml · nonDerivative · entry 1 Herlin Robert S · CIK 0001293397 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,364 F1 · shares: Grant of Restricted Stock for services in 2023. Shares are registered under Issuer's 2016 Equity Incentive Plan and will vest, provided the Reporting Person is still a director on such vesting date, on the earlier of (i) Issuer's next Annual Shareholders Meeting; (ii) 12 months after the date of grant reported in this Form 4; or (iii) Reporting Person's resignation following any Change in Control of the Issuer. Read SEC document |
| December 08, 2022 Filed Dec 12, 2022 21:16 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 14,859 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-012392 · form4-12122022_041236.xml · nonDerivative · entry 1 Herlin Robert S · CIK 0001293397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,778,211 F1 · shares: Award of Restricted Stock pursuant to Company's 2016 Equity Incentive Plan, subject to vesting. Read SEC document |
| March 07, 2022 Filed Mar 8, 2022 17:31 UTC | Enservco Corp ENSV · Entity 89606 | GrantCommon Stock | 35,170 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-005500 · rdgdoc.xml · nonDerivative · entry 1 Herlin Robert S · CIK 0001293397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,959 F1 · shares: Grant of Restricted Stock for services in 2022. Restrictions lapse on the earlier of: (i) one (1) year of service; (ii) the next Annual Shareholders Meeting; or (iii) due to resignation of the Board Member following a Change in Control. F2 · shares: Although such restricted shares were issued on 3/7/22, the shares were required to be issued on 1/1/22 based upon the Company's Board compensation policy (as indicated in the Company's Proxy Statement related to the 2021 Annual Meeting of Stockholders). Therefore, the shares were valued utilizing the closing sales price of $0.83 on 12/31/21, pursuant to such policy, in order to achieve an award with a total valuation of $30,000 based on such price. Read SEC document |
| December 09, 2021 Filed Dec 10, 2021 21:15 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 11,386 | $5.27 | $60,004.22 |
DisclosureSEC source: 0001006655-21-000060 · wf-form4_163917091219345.xml · nonDerivative · entry 1 Herlin Robert S · CIK 0001293397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,763,352 F1 · shares: Award of Restricted Stock pursuant to Company's 2016 Equity Incentive Plan, subject to vesting. Read SEC document |
| January 04, 2021 Filed Jan 26, 2021 16:11 UTC | Enservco Corp ENSV · Entity 89606 | GrantCommon Stock | 16,043 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-001242 · rdgdoc.xml · nonDerivative · entry 2 Herlin Robert S · CIK 0001293397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,789 F3 · shares: Grant of Restricted Stock for services in 2021, restrictions lapse on 1/1/22. F2 · balance_after: Share ownership totals have been adjusted to reflect a 1 for 15 reverse stock split effected by the issuer on November 20, 2020. Read SEC document |
| January 04, 2021 Filed Jan 26, 2021 16:11 UTC | Enservco Corp ENSV · Entity 89606 | GrantCommon Stock | 29,412 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-001242 · rdgdoc.xml · nonDerivative · entry 1 Herlin Robert S · CIK 0001293397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,746 F1 · shares: Board member compensation granted for services in 2020. F2 · balance_after: Share ownership totals have been adjusted to reflect a 1 for 15 reverse stock split effected by the issuer on November 20, 2020. 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: 0001006655-20-000048 · wf-form4_160763986811688.xml · nonDerivative · entry 1 Herlin Robert S · CIK 0001293397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,751,966 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 22:21 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 11,279 | $5.32 | $60,004.28 |
DisclosureSEC source: 0001006655-19-000052 · wf-form4_157610286004281.xml · nonDerivative · entry 1 Herlin Robert S · CIK 0001293397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,732,098 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: 0001006655-18-000066 · wf-form4_154422252982507.xml · nonDerivative · entry 1 Herlin Robert S · CIK 0001293397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,720,819 F1 · shares: Award of Restricted Stock pursuant to Company's 2016 Equity Incentive Plan, subject to vesting. Read SEC document |
| December 07, 2017 Filed Dec 11, 2017 21:53 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 8,824 | $6.80 | $60,003.20 |
DisclosureSEC source: 0001006655-17-000075 · wf-form4_151302919408853.xml · nonDerivative · entry 1 Herlin Robert S · CIK 0001293397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,713,776 F1 · shares: Award of Restricted Stock pursuant to Company's 2016 Equity Incentive Plan, subject to vesting. Read SEC document |
| November 06, 2017 Filed Nov 8, 2017 22:17 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | Exercise / conversionContingent Performance Stock Grant · Derivative | 8,621 | $7.20 Strike: $0.00 | $62,071.20 |
DisclosureSEC source: 0001006655-17-000048 · wf-form4_151017941551596.xml · derivative · entry 2 Herlin Robert S · CIK 0001293397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,621 shares Expires 2019-12-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Contingent Restricted Stock award granted on December 4, 2015 that vested upon attainment of a specific performance goal. Read SEC document |
| November 06, 2017 Filed Nov 8, 2017 22:17 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | Exercise / conversionCommon Stock | 8,621 | $7.20 | $62,071.20 |
DisclosureSEC source: 0001006655-17-000048 · wf-form4_151017941551596.xml · nonDerivative · entry 1 Herlin Robert S · CIK 0001293397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,704,952 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Contingent Restricted Stock award granted on December 4, 2015 that vested upon attainment of a specific performance goal. Read SEC document |
| August 10, 2017 Filed Aug 10, 2017 20:52 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | Exercise / conversionContingent Performance Stock Grant · Derivative | 6,269 | $8.05 Strike: $0.00 | $50,465.45 |
DisclosureSEC source: 0001006655-17-000022 · wf-form4_150239834901994.xml · derivative · entry 2 Herlin Robert S · CIK 0001293397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,269 shares Expires 2018-08-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Contingent Restricted Stock award granted on August 28, 2014 that vested upon attainment of a specific performance goal. Read SEC document |
| August 10, 2017 Filed Aug 10, 2017 20:52 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | Exercise / conversionCommon Stock | 6,269 | $8.05 | $50,465.45 |
DisclosureSEC source: 0001006655-17-000022 · wf-form4_150239834901994.xml · nonDerivative · entry 1 Herlin Robert S · CIK 0001293397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,696,331 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Contingent Restricted Stock award granted on August 28, 2014 that vested upon attainment of a specific performance goal. Read SEC document |
| December 08, 2016 Filed Dec 12, 2016 21:17 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | GrantCommon Stock | 6,418 | $9.35 | $60,008.30 |
DisclosureSEC source: 0001006655-16-000168 · wf-form4_148157742612870.xml · nonDerivative · entry 1 Herlin Robert S · CIK 0001293397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,690,062 F1 · shares: Award of Restricted Stock pursuant to Company's 2004 Amended and Restated Stock Plan, as amended, subject to vesting. Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 23:49 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | OtherSERIES A PREFERRED STOCK | 650 | $25.00 | $16,250.00 |
DisclosureSEC source: 0001006655-16-000149 · wf-form4_147925374040212.xml · nonDerivative · entry 1 Herlin Robert S · CIK 0001293397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: All of the outstanding Series A Preferred Stock was called for redemption by the issuer pursuant to terms thereof. F2 · price: The redemption price was $25.00 per share, plus accrued and unpaid dividends thereon in the amount of $0.082639 per share, for a total per-share redemption price of $25.082639. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 21:48 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | Exercise / conversionContingent Performance Stock Grant · Derivative | 8,621 | $5.67 Strike: $0.00 | $48,881.07 |
DisclosureSEC source: 0001006655-16-000124 · wf-form4_147319848109829.xml · derivative · entry 3 Herlin Robert S · CIK 0001293397 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,621 Underlying: Common Stock · 8,621 shares Expires 2019-12-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Contingent Restricted Stock award granted on December 4, 2015 that vested upon attainment of a specific performance goal. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 21:48 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | Tax withholdingCommon Stock | 16,358 | $5.67 | $92,749.86 |
DisclosureSEC source: 0001006655-16-000124 · wf-form4_147319848109829.xml · nonDerivative · entry 2 Herlin Robert S · CIK 0001293397 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,683,644 F2 · shares: Shares surrendered to the Company to pay income tax withholding obligations. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 21:48 UTC | EVOLUTION PETROLEUM CORP EPM · Entity 1684 | Exercise / conversionCommon Stock | 8,621 | $5.67 | $48,881.07 |
DisclosureSEC source: 0001006655-16-000124 · wf-form4_147319848109829.xml · nonDerivative · entry 1 Herlin Robert S · CIK 0001293397 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,700,002 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Contingent Restricted Stock award granted on December 4, 2015 that vested upon attainment of a specific performance goal. 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.