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Hallador Energy (HNRG) director awarded 6,316 RSUs as annual board equity

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

Rhea-AI Filing Summary

HALLADOR ENERGY CO director David J. Lubar received 6,316 Restricted Stock Units (RSUs) as equity compensation for his annual service on the board. Each RSU represents a contingent right to receive one share of Hallador Energy common stock under the Second Amended and Restated 2008 Restricted Stock Unit Plan.

The 6,316 RSUs will fully vest on May 27, 2027, subject to Lubar’s continued service and the plan’s terms. The filing also shows 2,851 common shares held directly and indirect interests in shares held by Lubar Equity Fund LLC, Lubar Opportunity Fund I and SM Opportunity Fund, where Lubar & Co. exercises voting and dispositive power and Lubar disclaims beneficial ownership beyond his pecuniary interest.

Positive

  • None.

Negative

  • None.
Insider LUBAR DAVID J
Role null
Type Security Shares Price Value
Grant/Award Restricted Stock Units 6,316 $0.00 --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Restricted Stock Units — 6,316 shares (Direct, null); Common Stock — 2,851 shares (Direct, null); Common Stock — 2,788,685 shares (Indirect, Lubar Equity Fund LLC)
Footnotes (1)
  1. Shares are owned by the Lubar Equity Fund LLC (LEF). Lubar & Co. serves as investment manager over, and exercises in its sole discretion the entire voting and dispositive power with respect to all shares of the Issuer held by LEF. Mr. David J. Lubar serves as the Chief Executive Officer of Lubar & Co., and as a result, may be deemed to beneficially own these shares. Mr. Lubar disclaims beneficial ownership in the shares owned by LEF, except to the extent of his respective pecuniary interest therein. Shares are owned by the Lubar Opportunity Fund, I (LOFI). Lubar & Co. serves as investment manager over, and exercises in its sole discretion the entire voting and dispositive power with respect to all shares of the Issuer held LOFI. Mr. David J. Lubar serves as the Chief Executive Officer of Lubar & Co., and as a result, may be deemed to beneficially own these shares. Mr. Lubar disclaims beneficial ownership in the shares owned by LOFI, except to the extent of his respective pecuniary interest therein. Shares are owned by the SM Opportunity Fund, LLC (SMOF), Lubar & Co. serves as investment manager over, and exercises in its sole discretion the entire voting and dispositive power with respect to all shares of the Issuer held by SMOF. Mr. David J. Lubar serves as the Chief Executive Officer of Lubar & Co., and as a result, may be deemed to beneficially own these shares. Mr. Lubar disclaims beneficial ownership in the shares owned by SMOF, except to the extent of his respective pecuniary interest therein. Each Restricted Stock Unit represents a contingent right to receive one share of Hallador Energy Common Stock. Vested shares will be delivered to the reporting person pursuant to the terms of the Second Amended and Restated 2008 Restricted Stock Unit Plan. These shares were issued to the reporting person as consideration for his total annual equity compensation for service on the Issuer's board. The Units shall fully vest May 27, 2027, subject in each case subject to Participant's continued Service through the applicable vesting date, subject to the terms and conditions set forth in the Second Amended and Restated 2008 Restricted Stock Unit Plan and Award Agreement.
RSU grant size 6,316 units Annual equity compensation grant on May 28, 2026
RSU exercise price $0.0000 per unit Grant of 6,316 Restricted Stock Units
Underlying common shares 6,316 shares Each RSU equals one share of common stock
Direct common shares 2,851 shares Direct Hallador Energy holdings after reported transactions
SM Opportunity Fund holdings 271,763 shares Indirect Hallador Energy holdings via SM Opportunity Fund, LLC
Lubar Opportunity Fund I holdings 2,391,571 shares Indirect Hallador Energy holdings via Lubar Opportunity Fund I
Lubar Equity Fund LLC holdings 2,788,685 shares Indirect Hallador Energy holdings via Lubar Equity Fund LLC
Restricted Stock Unit financial
"Each Restricted Stock Unit represents a contingent right to receive one share of Hallador Energy Common Stock."
A restricted stock unit is a promise from a company to give an employee shares of stock after certain conditions are met, like staying with the company for a set amount of time. It’s like earning a bonus that turns into company stock once you’ve proven your commitment, making it a way to motivate and reward employees.
beneficially own financial
"may be deemed to beneficially own these shares. Mr. Lubar disclaims beneficial ownership in the shares owned by LEF"
Beneficially own means having the economic rights and risks of a security—such as the right to receive dividends, sell the shares, or profit from price changes—whether or not your name appears on the official share register. Think of it like renting a car: you use it and reap the benefits even if the title lists someone else. Investors care because beneficial ownership determines who truly controls value, must be disclosed under securities rules, and can signal potential influence or trading activity that affects a stock’s price.
pecuniary interest financial
"Lubar disclaims beneficial ownership in the shares owned by LEF, except to the extent of his respective pecuniary interest therein."
voting and dispositive power financial
"Lubar & Co. serves as investment manager over, and exercises in its sole discretion the entire voting and dispositive power"
Second Amended and Restated 2008 Restricted Stock Unit Plan financial
"Vested shares will be delivered to the reporting person pursuant to the terms of the Second Amended and Restated 2008 Restricted Stock Unit Plan."
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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*
LUBAR DAVID J

(Last)(First)(Middle)
1183 EAST CANVASBACK DRIVE

(Street)
TERRE HAUTE INDIANA 47802

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
HALLADOR ENERGY CO [ HNRG ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirectorX10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/28/2026
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 Stock2,851D
Common Stock2,788,685ILubar Equity Fund LLC(1)
Common Stock2,391,571ILubar Opportunity Fund, I (LOFI)(2)
Common Stock271,763ISM Opportunity Fund, LLC (SMOF)(3)
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
Restricted Stock Units(4)05/28/2026A6,316(5) (4)(6) (4)(6)Common Stock(4)6,316(4)6,316D
Explanation of Responses:
1. Shares are owned by the Lubar Equity Fund LLC (LEF). Lubar & Co. serves as investment manager over, and exercises in its sole discretion the entire voting and dispositive power with respect to all shares of the Issuer held by LEF. Mr. David J. Lubar serves as the Chief Executive Officer of Lubar & Co., and as a result, may be deemed to beneficially own these shares. Mr. Lubar disclaims beneficial ownership in the shares owned by LEF, except to the extent of his respective pecuniary interest therein.
2. Shares are owned by the Lubar Opportunity Fund, I (LOFI). Lubar & Co. serves as investment manager over, and exercises in its sole discretion the entire voting and dispositive power with respect to all shares of the Issuer held LOFI. Mr. David J. Lubar serves as the Chief Executive Officer of Lubar & Co., and as a result, may be deemed to beneficially own these shares. Mr. Lubar disclaims beneficial ownership in the shares owned by LOFI, except to the extent of his respective pecuniary interest therein.
3. Shares are owned by the SM Opportunity Fund, LLC (SMOF), Lubar & Co. serves as investment manager over, and exercises in its sole discretion the entire voting and dispositive power with respect to all shares of the Issuer held by SMOF. Mr. David J. Lubar serves as the Chief Executive Officer of Lubar & Co., and as a result, may be deemed to beneficially own these shares. Mr. Lubar disclaims beneficial ownership in the shares owned by SMOF, except to the extent of his respective pecuniary interest therein.
4. Each Restricted Stock Unit represents a contingent right to receive one share of Hallador Energy Common Stock. Vested shares will be delivered to the reporting person pursuant to the terms of the Second Amended and Restated 2008 Restricted Stock Unit Plan.
5. These shares were issued to the reporting person as consideration for his total annual equity compensation for service on the Issuer's board.
6. The Units shall fully vest May 27, 2027, subject in each case subject to Participant's continued Service through the applicable vesting date, subject to the terms and conditions set forth in the Second Amended and Restated 2008 Restricted Stock Unit Plan and Award Agreement.
/s/ David J. Lubar06/01/2026
** 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 Hallador Energy (HNRG) director David J. Lubar receive in this Form 4 filing?

David J. Lubar received 6,316 Restricted Stock Units (RSUs) as his total annual equity compensation for serving on Hallador Energy’s board. Each RSU can convert into one share of common stock under the company’s restricted stock unit plan.

How do the 6,316 RSUs for HNRG’s David J. Lubar work?

Each of the 6,316 RSUs represents a contingent right to receive one Hallador Energy common share. Delivery of shares will occur pursuant to the Second Amended and Restated 2008 Restricted Stock Unit Plan after the units vest under the plan terms.

When do David J. Lubar’s Hallador Energy RSUs vest?

The 6,316 RSUs will fully vest on May 27, 2027, provided Lubar continues his service through that date. Vesting and settlement remain subject to the conditions in Hallador Energy’s Second Amended and Restated 2008 Restricted Stock Unit Plan and applicable award agreement.

What direct Hallador Energy share holdings does David J. Lubar report?

The Form 4 shows 2,851 Hallador Energy common shares held directly by David J. Lubar following the reported transactions. This direct position is separate from significant indirect holdings reported through various investment entities managed by Lubar & Co.

What indirect HNRG holdings are associated with David J. Lubar’s investment entities?

The filing lists shares held by Lubar Equity Fund LLC, Lubar Opportunity Fund I, and SM Opportunity Fund LLC, with Lubar & Co. as investment manager holding voting and dispositive power. Lubar may be deemed a beneficial owner but disclaims ownership beyond his pecuniary interest.

Is David J. Lubar’s RSU grant a market purchase or sale of HNRG stock?

No, the 6,316-unit grant is a compensation-related award, not an open-market trade. It is classified as a grant or award acquisition under code A and reflects equity compensation for board service rather than a discretionary stock purchase or sale.