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. reported a joint Schedule 13G/A disclosing institutional holdings by American Century entities and Stowers Institute as beneficial owners of Class A Common Stock. The filing lists specific share counts and corresponding percentages of the class for each reporting entity.
Infinity Natural Resources, Inc. is holding a virtual 2026 annual stockholder meeting on June 9, 2026, where all voting classes will act together on key items. Stockholders are asked to elect eight directors, approve executive pay on an advisory basis, recommend how often to hold future say‑on‑pay votes, and ratify Deloitte & Touche LLP as auditor for 2026.
A major item is approval, under NYSE rules, of issuing Class A common stock upon conversion of recently issued Series A Convertible Preferred Stock sold for $350 million to funds affiliated with Quantum Capital Group and Carnelian Energy Capital. The preferred carries an 8% cash or paid‑in‑kind dividend that steps up to 12% after five years and has voting rights subject to a 19.9% cap before stockholder approval.
The proxy details a board dominated by independent directors, committee structures, and significant sponsor ownership: as of April 13, 2026, Pearl affiliates held 36.1% of voting power, NGP 12.0%, Quantum 16.2% via preferred shares, and Carnelian 4.4%, together representing 68.8% of combined voting power. It also discloses 2025 executive compensation, including large equity‑based awards tied mainly to long‑term performance.
Infinity Natural Resources, Inc. reported that its hedging program generated an estimated total derivative loss of approximately $65 million for the quarter ended March 31, 2026. This reflects realized cash losses of about $18 million on settled crude oil, natural gas and NGL contracts, plus non-cash unrealized losses of about $47 million from revaluing open positions using forward commodity price curves.
The company disclosed detailed hedge positions, including multi-year oil, natural gas, NGL and basis swaps and collars extending through 2031, with a mix of positive and negative fair values as of March 31, 2026. Management highlighted that these preliminary, unaudited figures are subject to change when full quarterly results are finalized.
McNeill Scott K. reported acquisition or exercise transactions in this Form 4 filing.
INFINITY NATURAL RESOURCES, INC. director Scott K. McNeill received a grant of 13,385 Restricted Stock Units (RSUs) tied to the company’s Class A common stock. Each RSU represents the contingent right to receive one share.
The RSUs vest in full on April 13, 2027, subject to his continued service through that date. Following this grant, McNeill holds 13,385 RSUs directly.
INFINITY NATURAL RESOURCES, INC. director McNeill Scott K. filed an initial Form 3, which identifies him as a director of the company. The filing does not report any equity transactions or derivative positions, reflecting only his status as a reporting person at this time.
Infinity Natural Resources, Inc. appointed Scott McNeill to its Board of Directors, effective immediately, to fill a vacancy and serve through the 2026 Annual Meeting of Stockholders. He was also named to the Board’s Audit Committee.
McNeill brings more than two decades of experience in the energy sector, including roles as CEO, CFO and director at public and private companies, plus 15 years in energy investment banking. The Board determined he is an independent director under New York Stock Exchange standards and Exchange Act rules. He will receive the company’s standard non-employee director compensation and is covered by existing directors’ and officers’ liability insurance and a standard indemnification agreement.
Infinity Natural Resources, Inc. will hold a virtual 2026 Annual Meeting on June 9, 2026 for holders of Class A, Class B and Series A Convertible Preferred Stock to vote on director elections and several advisory and corporate proposals. The Record Date is April 13, 2026.
Key proposals include: election of eight directors; non-binding approval of named executive officer compensation and frequency; ratification of Deloitte & Touche LLP as independent auditors; and approval under NYSE Rule 312.03 to permit issuance of Class A common stock upon conversion or issuance related to the Series A Preferred Stock issued on February 23, 2026. The Series A Preferred Stock carries a Conversion Limitation capping pre-approval conversion and voting at 19.9%.
Infinity Natural Resources, Inc. filed a shelf registration to offer up to $750,000,000 of Company Securities and to register for resale up to 64,047,081 shares of Class A Common Stock by selling stockholders. The selling shares include exchanges of INR LLC units and conversion of Series A Preferred Stock. The prospectus states proceeds from Company securities will be used for general corporate purposes, while the Company will receive no proceeds from the resale of the selling stockholders’ shares. The filing discloses the Series A Preferred Stock issuance of 350,000 shares for an aggregate purchase price of $350,000,000 and a conversion price of $21.39 per share.