STOCK TITAN

Energy Evolution Master Fund (EP) exercises rights for 1,855,757 shares

Filing Impact
(Very High)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Energy Evolution Master Fund, Ltd., a 10% owner of Empire Petroleum Corp, exercised subscription rights in the company’s rights offering. The fund exercised rights to acquire 1,855,757 shares of common stock at $2.99 per share, including shares from over-subscription rights.

These shares came from subscription rights that allowed holders of record as of February 2, 2026 to purchase common stock, with each right carrying a basic subscription right and an over-subscription right. After the transaction, the fund directly held 13,151,285 shares of Empire Petroleum common stock.

Positive

  • None.

Negative

  • None.
Insider Energy Evolution Master Fund, Ltd.
Role 10% Owner
Type Security Shares Price Value
X Subscription Rights (right to buy) 11,295,528 $0.00 --
X Common Stock 1,855,757 $2.99 $5.55M
Holdings After Transaction: Subscription Rights (right to buy) — 0 shares (Direct); Common Stock — 13,151,285 shares (Direct)
Footnotes (1)
  1. Represents shares of the Issuer's common stock purchased by the reporting person following the exercise of subscription rights, including over-subscription rights, pursuant to the Issuer's rights offering to holders of common stock, as described in the Issuer's prospectus supplement dated February 2, 2026, as supplemented by the Issuer's prospectus supplement dated February 25, 2026 (the "Rights Offering"). Represents the exercise price of $2.99 per whole share of common stock in the Rights Offering. Each holder of common stock of record as of February 2, 2026 received one right for each share of common stock, and each right carried with it a basic subscription right, which entitled the holder to purchase 0.095 of a share of common stock, and an over-subscription right, which entitled holders that exercised their basic subscription rights in full to subscribe for additional shares of common stock that were not purchased by other stockholders pursuant to their basic subscription rights, subject to proration. Includes shares purchased pursuant to the exercise of over-subscription rights in connection with the Rights Offering.
Shares acquired 1,855,757 shares Common stock acquired via rights exercise
Exercise price $2.99 per share Exercise price in the rights offering
Post-transaction holdings 13,151,285 shares Common stock held directly after transaction
Subscription rights exercised 11,295,528 rights Derivative subscription rights exercised
Right-to-share ratio 0.095 share per right Basic subscription right per common share held
Rights Offering financial
"pursuant to the Issuer's rights offering to holders of common stock"
A rights offering is a way for a company to raise additional money by giving existing shareholders the opportunity to buy more shares at a discounted price before they are offered to the public. It’s similar to a special sale where current owners get the first chance to buy extra items at a lower cost, allowing them to increase their investment if they choose. This process matters to investors because it can affect the value of their holdings and their ability to buy new shares at favorable terms.
subscription rights financial
"purchased by the reporting person following the exercise of subscription rights"
Subscription rights are short-term privileges given to existing shareholders to buy additional new shares before the general public, typically at a set price and in proportion to their current holdings. Think of it as getting a coupon for first dibs on extra slices of a pizza so your share of the pie doesn’t shrink; exercising them can be a cheaper way to maintain your ownership and voting power, while ignoring them can reduce your stake and potential future earnings.
over-subscription right financial
"each right carried with it a basic subscription right, which entitled the holder to purchase 0.095 of a share of common stock, and an over-subscription right"
An over-subscription right is a privilege given to existing investors that allows them to buy additional shares during a company's new stock offering if there's high demand, beyond their initial allocation. It helps investors increase their ownership stake when more people want to buy shares than are available, similar to being given the option to buy extra tickets to a sold-out concert. This right can benefit investors by allowing them to strengthen their investment before the new shares are offered to the public.
basic subscription right financial
"each right carried with it a basic subscription right, which entitled the holder to purchase 0.095 of a share"
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Energy Evolution Master Fund, Ltd.

(Last)(First)(Middle)
25025 I-45 NORTH, SUITE 420

(Street)
THE WOODLANDS TEXAS 77380

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
EMPIRE PETROLEUM CORP [ EP ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
DirectorX10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
03/31/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock03/31/2026X1,855,757(1)A$2.9913,151,285D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Subscription Rights (right to buy)$2.99(2)03/31/2026X11,295,528(3)02/02/202603/18/2026Common Stock1,855,757(3)$0$0D
Explanation of Responses:
1. Represents shares of the Issuer's common stock purchased by the reporting person following the exercise of subscription rights, including over-subscription rights, pursuant to the Issuer's rights offering to holders of common stock, as described in the Issuer's prospectus supplement dated February 2, 2026, as supplemented by the Issuer's prospectus supplement dated February 25, 2026 (the "Rights Offering").
2. Represents the exercise price of $2.99 per whole share of common stock in the Rights Offering.
3. Each holder of common stock of record as of February 2, 2026 received one right for each share of common stock, and each right carried with it a basic subscription right, which entitled the holder to purchase 0.095 of a share of common stock, and an over-subscription right, which entitled holders that exercised their basic subscription rights in full to subscribe for additional shares of common stock that were not purchased by other stockholders pursuant to their basic subscription rights, subject to proration. Includes shares purchased pursuant to the exercise of over-subscription rights in connection with the Rights Offering.
/s/ Energy Evolution Master Fund, Ltd., by Sterling Mulacek, Director04/02/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What did Energy Evolution Master Fund do in this Form 4 for EP?

Energy Evolution Master Fund, Ltd. exercised subscription rights in Empire Petroleum’s rights offering. It acquired 1,855,757 shares of common stock at $2.99 per share, increasing its direct ownership to 13,151,285 shares following the transaction.

How many Empire Petroleum (EP) shares did the fund acquire?

The fund acquired 1,855,757 shares of Empire Petroleum common stock through the exercise of subscription rights. These shares were obtained at an exercise price of $2.99 per whole share in connection with the company’s rights offering to existing shareholders.

What price did Energy Evolution Master Fund pay per EP share?

The exercise price for the shares was $2.99 per whole share of common stock. This price applied to shares purchased through the rights offering, including those obtained via basic subscription rights and any additional shares acquired through over-subscription rights.

What is Empire Petroleum’s rights offering mentioned in the Form 4?

Empire Petroleum conducted a rights offering to holders of common stock of record as of February 2, 2026. Each right allowed the holder to purchase 0.095 of a share and also carried an over-subscription right for additional shares not taken by other stockholders.

How many EP shares does Energy Evolution Master Fund own after this transaction?

Following the exercise of subscription rights, Energy Evolution Master Fund directly held 13,151,285 shares of Empire Petroleum common stock. This figure represents its post-transaction ownership reported as of the March 31, 2026 transaction date in the Form 4.

What are over-subscription rights in the Empire Petroleum rights offering?

In the rights offering, each right included an over-subscription right. Stockholders who fully exercised their basic subscription rights could subscribe for additional common shares that were not purchased by other stockholders, with allocations subject to proration among participating holders.