Every Form 4 that Evolution Petroleum Corporation (EPM) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow EPM and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full EPM filings page.
EVOLUTION PETROLEUM CORP (symbol: EPM) is the issuer of record for a Form 4 filing submitted to the SEC. Loyd Kelly William reported acquisition or exercise transactions in this Form 4 filing.
EVOLUTION PETROLEUM CORP (EPM) reported equity awards to President & CEO Loyd Kelly William on September 17, 2026. He received 168,049 shares of restricted common stock under the Amended and Restated 2016 Equity Incentive Plan, increasing his direct common stock holdings to 585,277 shares.
He was also granted 84,025 performance stock units (PSUs), each representing a contingent right to one share of common stock that vests only upon attainment of specified performance goals and other vesting criteria, with the PSUs expiring on June 30, 2029. No Rule 10b5-1 trading plan is reported.
EVOLUTION PETROLEUM CORP (symbol: EPM) is the issuer of record for a Form 4 filing submitted to the SEC. Beatty Kelly reported acquisition or exercise transactions in this Form 4 filing.
EVOLUTION PETROLEUM CORP (EPM) reported that Chief Accounting Officer Kelly Beatty received equity awards on September 17, 2026. These included a grant of 34,357 shares of restricted common stock and 17,179 performance stock units under the Amended and Restated 2016 Equity Incentive Plan, all subject to vesting terms and performance goals. Following these awards, Beatty directly holds 103,199 shares of common stock and 17,179 performance stock units, each PSU representing a contingent right to one share of common stock if performance and other vesting criteria are achieved.
EVOLUTION PETROLEUM CORP (symbol: EPM) is the issuer of record for a Form 4 filing submitted to the SEC. Stash Ryan reported acquisition or exercise transactions in this Form 4 filing.
EVOLUTION PETROLEUM CORP (EPM) reported that its SVP & CFO, Stash Ryan, received equity awards on September 17, 2026. He was granted 97,561 shares of restricted common stock and 48,781 performance stock units (PSUs) under the Amended and Restated 2016 Equity Incentive Plan. Each PSU is a contingent right to one share of common stock, subject to performance goals and other vesting criteria, and is scheduled to expire on June 30, 2029. Following these awards, he directly holds 370,974 shares of common stock and 48,781 PSUs. No Rule 10b5-1 trading plan is reported for these awards.
EVOLUTION PETROLEUM CORP (symbol: EPM) is the issuer of record for a Form 4 filing submitted to the SEC. Bunch John Mark reported acquisition or exercise transactions in this Form 4 filing.
EVOLUTION PETROLEUM CORP (EPM) reported that its COO, John Mark Bunch, received equity awards on September 17, 2026. He was granted 91,120 shares of restricted common stock under the Amended and Restated 2016 Equity Incentive Plan, subject to vesting terms and performance goals, and 45,560 performance stock units, each representing a contingent right to one share of common stock, subject to performance goals and other vesting criteria, expiring June 30, 2029. Following these awards, he holds 270,411 shares of common stock directly, and common shares for the PSUs will be issued only if the specified goals and vesting criteria are achieved; no Rule 10b5‑1 plan is reported.
EVOLUTION PETROLEUM CORP (EPM) reported that Chief Accounting Officer Kelly Beatty surrendered 2,897 shares of common stock on September 1, 2026 to the company to satisfy income tax withholding obligations upon the vesting of a restricted stock grant at $3.69 per share. Following this tax-withholding disposition, Beatty holds 68,842 shares of common stock directly. No Rule 10b5-1 trading plan is reported.
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'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.
Stash Ryan reported disposition transactions in this Form 4 filing.
EVOLUTION PETROLEUM CORP senior vice president and CFO Stash Ryan reported a routine compensation-related change in ownership. A block of 27,321 shares of restricted common stock expired and reverted to the company after performance goals were not achieved, at a stated price of $0.00 per share. Following this expiration, Ryan directly holds 279,576 shares of common stock, so he continues to maintain a substantial equity stake in the company. This event reflects the lapse of unearned performance-based awards rather than an open-market sale.
EVOLUTION PETROLEUM CORP Chief Operating Officer John Mark Bunch reported a compensation-related share adjustment. On June 30, 2026, he disposed of 28,518 shares of Common Stock back to the company at $0.00 per share. A footnote explains these were shares of restricted stock that expired because the related performance goals were not achieved, so this was a forfeiture rather than an open-market sale. After this expiration, Bunch directly holds 186,048 shares of the company’s common stock.
Evolution Petroleum Corp reported that President and CEO Loyd Kelly William had 52,595 shares of restricted common stock expire because the performance goals were not achieved. These shares were returned to the company rather than sold. After this disposition to the issuer, he continues to hold 429,528 shares of common stock directly.
Evolution Petroleum COO John Mark Bunch reported a tax-related share disposition. On the Form 4, he surrendered 8,910 shares of common stock at $4.43 per share to the company to cover income tax withholding when restricted stock vested. After this non‑market transaction, he directly holds 214,566 shares of Evolution Petroleum common stock.
Evolution Petroleum Corp. director reports stock award
A director of Evolution Petroleum Corp. (EPM) filed a Form 4 reporting an award of 24,214 shares of common stock on 12/04/2025. The filing shows these shares were granted at a reported price of $0, reflecting that this is an equity award rather than an open-market purchase or sale.
After this grant, the director now beneficially owns 1,836,715 shares of Evolution Petroleum common stock in direct ownership. The award is described as restricted stock granted under the company’s Amended and Restated 2016 Equity Incentive Plan, and it is subject to vesting conditions, meaning the shares become fully owned over time as those conditions are met.
Evolution Petroleum Corp (EPM) reported an insider equity award for director Marjorie A. Hargrave on a Form 4. On 12/04/2025, she received 24,214 shares of common stock as restricted stock, at a stated price of $0 per share.
The award was granted under the company’s Amended and Restated 2016 Equity Incentive Plan and is subject to vesting conditions. Following this grant, Hargrave beneficially owns 117,992 shares of Evolution Petroleum common stock in direct ownership.
Evolution Petroleum Corp. director equity grant reported
A director of Evolution Petroleum Corp. (EPM) reported receiving an award of 24,214 shares of common stock on 12/04/2025. The shares were granted at a stated price of $0, reflecting an equity compensation award rather than an open-market purchase. Following this transaction, the director beneficially owns 264,224 shares of Evolution Petroleum common stock in direct ownership.
The filing explains that this grant is an award of restricted stock issued under the company’s Amended and Restated 2016 Equity Incentive Plan, and is subject to vesting conditions. This type of grant is a standard form of non-cash compensation used to align director interests with those of shareholders over time.
Evolution Petroleum CorpEdward J. DiPaolo received an equity grant in the form of restricted common stock. On 12/04/2025, he was awarded 24,214 shares of common stock at a stated price of $0, reflecting a compensatory grant rather than an open-market purchase. The award was made under the company’s Amended and Restated 2016 Equity Incentive Plan and is subject to vesting conditions.
Following this grant, DiPaolo beneficially owned 338,837 shares of Evolution Petroleum common stock in direct ownership. This filing documents an increase in his equity stake tied to the company’s long-term incentive program.
Evolution Petroleum Corp. (EPM) reported an insider equity award to one of its directors. On 12/04/2025, the director received 24,214 shares of common stock coded as an acquisition at a stated price of $0, reflecting a restricted stock award rather than an open-market purchase.
After this grant, the reporting person beneficially owns 86,122 shares of Evolution Petroleum common stock in direct form. The filing notes that the shares were granted as restricted stock under the company’s Amended and Restated 2016 Equity Incentive Plan and are subject to vesting conditions, meaning the director fully earns the shares over time rather than immediately.
Evolution Petroleum (EPM) reported an insider transaction by President & CEO and Director Kelly W. Loyd. On 10/31/2025, he surrendered 9,649 shares of common stock at $4.38 per share (transaction code F), which the company states were used to satisfy income tax withholding upon the vesting of a restricted stock grant.
Following this tax-withholding transaction, Loyd’s directly held beneficial ownership stands at 482,123 shares. No derivative securities were reported in Table II.