STOCK TITAN

Evolution Petroleum COO surrenders 6,757 shares

COO John Mark Bunch surrendered shares to cover taxes on vesting, and now holds 179,291 EPM shares directly.

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

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.

Positive

  • None.

Negative

  • None.
Insider Bunch John Mark
Role COO
Type Security Shares Price Value
Tax Withholding Common Stock F1 6,757 $3.69 $25K
Holdings After Transaction: Common Stock — 179,291 shares (Direct)
Footnotes (1)
  1. F1. Represents shares surrendered to the Company to satisfy income tax withholding obligations upon the vesting of restricted stock grant.
Shares disposed for tax withholding 6,757 shares Shares surrendered on September 1, 2026 to satisfy income tax withholding on vested restricted stock
Reference price per share $3.69 per share Price used for the 6,757-share tax-withholding disposition on September 1, 2026
Shares held after transaction 179,291 shares Direct holdings of COO John Mark Bunch following the September 1, 2026 transaction
restricted stock grant financial
"upon the vesting of restricted stock grant"
A restricted stock grant is an award of company shares given to an employee or executive that cannot be sold or transferred until certain conditions are met, such as staying with the company for a set time or hitting performance goals. For investors, it signals how the company ties pay to future performance and can affect the number of shares outstanding and management’s incentives—think of it as a wrapped gift you only keep once you meet the requirements.
income tax withholding obligations financial
"to satisfy income tax withholding obligations upon the vesting"
shares surrendered financial
"Represents shares surrendered to the Company"

FAQ

What insider transaction did EPM report for COO John Mark Bunch?

Evolution Petroleum reported that COO John Mark Bunch had 6,757 shares of common stock withheld on September 1, 2026 to satisfy income tax obligations upon vesting of a restricted stock grant, using a reference price of $3.69 per share.

Did the EPM COO sell shares in the open market in this Form 4?

No. The 6,757 shares were surrendered to the company to cover income tax withholding on a vesting restricted stock grant, rather than sold in open-market transactions.

How many EPM shares does COO John Mark Bunch hold after this transaction?

After the tax-withholding disposition, COO John Mark Bunch directly holds 179,291 shares of Evolution Petroleum common stock, as reported in the filing.

What was the price used for the EPM tax-withholding share disposition?

The transaction used a reference price of $3.69 per share for the 6,757 shares surrendered to satisfy income tax withholding obligations on the vesting restricted stock.

Was the EPM insider transaction made under a Rule 10b5-1 trading plan?

No. The filing indicates that the transaction was not made under a Rule 10b5-1 trading plan; it reflects shares withheld to satisfy income tax obligations on vested restricted stock.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates
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*
Bunch John Mark

(Last)(First)(Middle)
1155 DAIRY ASHFORD ROAD
SUITE 425

(Street)
HOUSTON TEXAS 77079

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
EVOLUTION PETROLEUM CORP [ EPM ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
COO
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
09/01/2026
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 Stock09/01/2026F6,757(1)D$3.69179,291D
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
Explanation of Responses:
1. Represents shares surrendered to the Company to satisfy income tax withholding obligations upon the vesting of restricted stock grant.
/s/ JOHN MARK BUNCH09/03/2026
** 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)