EVOLUTION PETROLEUM CORP (EPM) SEC Filings

EVOLUTION PETROLEUM CORP (EPM) reports that its SVP & CFO, Ryan Stash, had 6,163 shares of common stock withheld on September 1, 2026 to satisfy income tax withholding obligations upon the vesting of a restricted stock grant. The shares were valued at $3.69 per share for this tax-withholding transaction, and he continues to hold 273,413 shares of common stock directly after the transaction.

EVOLUTION PETROLEUM CORP (EPM) reported that its chief operating officer, John Mark Bunch, had 6,757 shares of common stock withheld on September 1, 2026 to satisfy income tax obligations upon the vesting of a restricted stock award, at a reference price of $3.69 per share.

These shares were surrendered back to the company rather than sold in the open market, and Bunch now directly holds 179,291 shares of Evolution Petroleum common stock. No transactions were reported as made under a Rule 10b5-1 trading plan.

EVOLUTION PETROLEUM CORP (EPM) reported that President & CEO Loyd Kelly William surrendered 12,300 shares of common stock on September 1, 2026 to the company to satisfy income tax withholding obligations upon vesting of a restricted stock grant, at a reference price of $3.69 per share. Following this tax-withholding disposition, he directly holds 417,228 shares of EPM common stock. No Rule 10b5-1 trading plan is reported.

EVOLUTION PETROLEUM CORP (EPM) completed a strategic acquisition of mineral and royalty interests in the core Midland Basin of the Permian Basin for $16 million, subject to customary post-closing adjustments, effective August 1, 2026. The acquired interests cover about 3,420 net royalty acres across Reagan, Upton, Glasscock, Midland and Martin Counties, Texas.

The interests include royalties on an estimated 832 producing wells, 7 completed wells, 34 drilled but uncompleted wells, 27 permitted wells and roughly 1,257 upside locations. Current production is about 210 BOE/d, approximately 65% liquids, and Evolution expects production from these assets to more than double by the end of fiscal 2029 without capital expenditures by the company.

The assets are expected to generate around $3.9 million of next-twelve-month asset-level cash flow, implying an acquisition multiple of roughly 4.1x. Mineral and royalty interests are projected to contribute about 20% of pro forma fiscal 2027 asset cash flow mix versus less than 10% in fiscal 2026, and total liquidity rises to roughly $19 million, including additional borrowing capacity on the senior secured reserve-based credit facility.

Evolution Petroleum Corporation (EPM) entered into an underwriting agreement with Roth Capital Partners, LLC, under which it sold and issued 3,700,000 shares of common stock at $3.25 per share in an underwritten public offering made off its effective Form S-3 shelf.

The underwriters also received a 30-day option to buy an additional 555,000 shares at $3.25 per share and exercised this option in full on August 19, 2026. Evolution Petroleum reports net proceeds of approximately $12.4 million from the offering and option exercise, which closed on August 20, 2026.

The company, along with its executive officers and directors, agreed to a 60-day lock-up period restricting sales or dispositions of common stock or related securities without the representative’s written consent.

Evolution Petroleum Corporation (EPM) is conducting a primary offering of 3,700,000 shares of common stock at $3.25 per share, for gross proceeds of $12.0 million. Underwriters have a 30‑day option to purchase up to 555,000 additional shares. Net proceeds are estimated at $10.8 million, or $12.4 million if the option is fully exercised, after underwriting discounts and estimated expenses.

Shares outstanding will be 39,649,843 after the offering, or 40,204,843 assuming full exercise of the option. EPM plans to use proceeds to fund a portion of a $16 million acquisition of Permian Basin mineral and royalty interests, alongside borrowings under its reserve‑based credit facility and cash on hand, and for general corporate purposes including potential credit facility repayment. The acquired assets are estimated at 210 Boe/d current production and 3,420 net royalty acres.

Evolution Petroleum Corporation (EPM) is conducting a primary underwritten offering of common stock under its Form S-3 shelf, with an additional 30-day over-allotment option for the underwriters. The NYSE American last sale price was $3.76 per share on August 14, 2026, but the final offering price and share count are not yet set.

The company recently agreed to acquire Permian Basin mineral and royalty interests for approximately $16 million, targeting about 210 Boe/d of current production and an estimated $3.9 million of cash flow over the next 12 months. Net proceeds are expected to help fund this acquisition alongside borrowings under a senior secured credit facility and cash on hand, and may also be used for general corporate purposes including partial debt repayment. Preliminary fiscal 2026 estimates include production of 6,800–7,200 BOEPD, revenues of $84–88 million, lease operating expenses of $48–52 million, cash of $6.1 million, and borrowings of $56.5 million as of June 30, 2026.

Evolution Petroleum Corporation (EPM) announced that it has entered into a Purchase and Sale Agreement to acquire mineral, royalty and overriding royalty interests in oil and gas properties in the Midland Basin from a non‑affiliated private seller for a Base Purchase Price of $16,000,000 in cash, subject to customary adjustments. The Acquisition is expected to close on or about August 21, 2026 and has an effective date of August 1, 2026.

The interests cover approximately 3,420 net royalty acres across Reagan, Upton, Glasscock, Midland and Martin Counties, Texas. Evolution expects to fund the Acquisition with net proceeds from a concurrent public offering of its common stock, cash on hand, and borrowings under its revolving credit facility. Management estimates next‑twelve‑month asset‑level cash flow of $3.9 million based on assumed commodity prices and completion activity, and indicates the mineral and royalty portfolio could represent about 20% of Evolution’s cash flow mix next fiscal year. Completion of the deal is subject to customary closing conditions and the seller’s completion of an upstream acquisition.

Evolution Petroleum Corp's chief accounting officer, Kelly Beatty, reported a disposition of 5,891 shares of Common Stock on June 30, 2026. The filing explains these were shares of restricted stock that expired because the related performance goals were not achieved, and they reverted to the issuer at no value. After this forfeiture, Beatty directly holds 71,739 shares of the company’s common stock, indicating the change is a small adjustment to an existing equity compensation position rather than an open-market sale.