Infinity Natural Resources, Inc. filings document an independent Appalachian Basin energy company with Class A common stock listed on the New York Stock Exchange. Its SEC record covers operating and financial results, oil, natural gas and NGL reserve information, commodity derivative disclosures, and acquisition-related reports for upstream and midstream assets in the Ohio Utica Shale.
The company’s filings also detail capital structure and governance matters, including senior notes due 2031 issued by Infinity Natural Resources, LLC, revolving credit facility disclosures, Class A and Class B common stock, Series A Convertible Preferred Stock, director elections, executive compensation and board appointments. Form 8-K reports and proxy materials provide formal records of material agreements, shareholder voting matters, risk factors and emerging growth company disclosures.
Infinity Natural Resources, Inc. appointed Cary Baetz as Executive Vice President and Chief Financial Officer, effective August 12, 2026. Baetz, who has over 30 years of financial leadership experience in energy and industrial sectors, will receive an initial annual base salary of $500,000 and is eligible for a 2026 target bonus equal to 100% of salary, prorated to his start date. He will receive one-time equity grants on or around the transition date consisting of $437,500 in performance stock units vesting on the same schedule as PSUs granted March 3, 2026, and $437,500 in restricted stock units vesting ratably over three years, plus prospective annual long‑term incentive awards from 2027 with an aggregate grant date value of about $1,750,000. Baetz is designated a Tier 1 Executive under the Executive Change in Control and Severance Plan and will enter into a participation agreement and standard officer indemnification agreement. David Sproule will resign as Executive Vice President and Chief Financial Officer effective the same date under a Severance Agreement providing Tier 1 benefits and pro rata vesting of his PSUs, subject to a release and covenant compliance. A related press release also announces Andrew Judge as Senior Vice President of Finance.
Franklin Resources, Inc. and related entities report beneficial ownership of 2,343,737 shares of Infinity Natural Resources, Inc. Class A common stock, representing 12.5% of the class. Voting and dispositive power is held primarily through investment management subsidiaries, including Franklin Advisers, Inc. and Fiduciary Trust International, LLC.
The shares are held for clients of these investment managers, not for Franklin Resources’ own account, and the reporting parties disclaim pecuniary interest and group status under Section 13. Franklin Small Cap Growth Fund has an interest in 1,551,521 shares, or 8.3% of the class. The filing is made jointly under a power of attorney granted to designated officers.
Infinity Natural Resources, Inc. reported preliminary second-quarter 2026 results from its derivative portfolio. For the quarter ended June 30, 2026, the company recorded realized losses from settled commodity derivative contracts of approximately $6.4 million and non-cash mark-to-market unrealized gains of approximately $63.9 million, resulting in a total derivative gain of about $57.5 million.
Open hedge positions after June 30, 2026 include oil swaps totaling 4,074 MBbls and oil collars totaling 532 MBbls, natural gas swaps totaling 159,547,000 MMBtu, fixed-basis gas swaps of 19,212,000 MMBtu, gas basis swaps of 91,492,250 MMBtu, and NGL swaps of 2,978,071 Mbbls. As of June 30, 2026, these contracts carried aggregate fair values, in thousands of dollars, of (4,937) for oil swaps, 3,031 for oil collars, 37,599 for natural gas swaps, 8,255 for fixed-basis gas swaps, (8,926) for gas basis swaps, and 5,061 for NGL swaps. The company states that these contracts were entered into under a board-approved hedging strategy and that all second-quarter figures are preliminary, unaudited and subject to completion of financial closing procedures.
Dugan Timothy C reported acquisition or exercise transactions in this Form 4 filing.
Infinity Natural Resources, Inc. reported that director Timothy C. Dugan received a grant of 11,398 Restricted Stock Units (RSUs) on July 13, 2026. Each RSU represents the contingent right to receive one share of Class A common stock and vests in full on March 3, 2027, subject to his continued service.
Infinity Natural Resources, Inc. reports the status of Timothy C. Dugan as a director in an insider ownership report on Form 3. The report shows no stock transactions, no derivative security positions, and does not list any specific share holdings for him.
Infinity Natural Resources, Inc. appointed Timothy Dugan to its Board of Directors on July 13, 2026 to fill a current vacancy, with an initial term expiring at the 2027 Annual Meeting of Stockholders. The Board determined that he qualifies as an independent director under New York Stock Exchange standards and Rule 10A-3 of the Exchange Act.
Dugan brings more than four decades of leadership in the Appalachian energy industry, including service as President and Chief Executive Officer of Olympus Energy and Executive Vice President and Chief Operating Officer of CNX Resources Corporation. He will receive the company’s standard non-employee director compensation, be covered by directors’ and officers’ liability insurance, and is party to the company’s standard indemnification agreement for directors.
The company disclosed that an immediate family member of Dugan has worked in its land department since 2024 and received total compensation of approximately $347,367 in 2025. Other than this relationship, no related-party transactions requiring disclosure were identified. A press release announcing his appointment was issued on July 15, 2026.
Infinity Natural Resources, Inc. reported that its subsidiary, Infinity Natural Resources, LLC, entered into a Fifth Amendment to its existing Credit Agreement with Citibank, N.A. and a syndicate of lenders. This amendment modifies the requirements for making certain restricted payments and adds new permissions for additional restricted payments under the Credit Agreement.
The change affects how and when the company’s subsidiary can distribute cash or other value to stakeholders under its lending arrangements, but no specific financial amounts or new borrowing levels are disclosed in this excerpt.
INFINITY NATURAL RESOURCES, INC. director Scott Gieselman reported an open-market purchase of Class A common stock through an affiliated entity. CMR Family Investments LLC bought 10,000 shares at a weighted average price of about $12.94 per share in multiple trades between $12.88 and $13.00.
After this purchase, CMR Family Investments LLC holds 95,000 shares indirectly attributed to Gieselman, while he also holds 13,929 shares directly. He exercises investment control over CMR Family Investments LLC but disclaims beneficial ownership beyond his economic interest.
INFINITY NATURAL RESOURCES, INC. director and 10% owner William J. Quinn reported an open-market purchase of 11,497 shares of Class A Common Stock at a weighted average price of $13.1991 per share, within a range of $13.17 to $13.20.
Following this transaction, Quinn directly holds 66,000 Class A shares. Separately, 28,894,732 Class A shares are reported as indirectly held through various Pearl Energy investment vehicles, over which Quinn is described as the controlling founder and managing partner, while disclaiming beneficial ownership beyond any pecuniary interest.
INFINITY NATURAL RESOURCES, INC. director Steven D. Gray reported an open-market purchase of 25,000 shares of Class A Common Stock at a weighted average price of $12.807 per share. The shares were bought by The Gray Management Trust, where he is trustee and beneficiary, and he may be deemed to share beneficial ownership subject to his pecuniary interest.
Following these transactions, the filing shows 17,411 shares held directly, 50,000 shares held indirectly through SD Gray Family Partnership LP, and 40,000 shares held indirectly through The Gray Management Trust.