Welcome to our dedicated page for Infinity Natural Resources SEC filings (Ticker: INR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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 reported strong fourth quarter and full-year 2025 results and outlined an aggressive 2026 growth plan. Fourth quarter 2025 net income was $80.4 million, with total net daily production up 93% year over year to 271.6 MMcfe/d and Adjusted EBITDAX doubling to $94.0 million.
For 2025, net income was $64.0 million and Adjusted EBITDAX reached $261.0 million, supported by 46% annual production growth to 211.8 MMcfe/d and what the company describes as top-tier margins in the Appalachian Basin. Proved reserves increased about 32% to 1.3 Tcfe (225.0 MMBoe), and PV‑10 for proved reserves was $1.33 billion.
The company completed a $350 million strategic equity investment from Quantum Capital Group and Carnelian Energy Capital and, in February 2026, closed a transformational acquisition of upstream and midstream assets in Ohio from Antero Resources and Antero Midstream. Its revolving credit facility borrowing base was increased from $375 million to $875 million. Net debt was approximately $148.0 million as of December 31, 2025 and $442.7 million as of February 28, 2026, while liquidity rose to $413.1 million by February 28.
For 2026, Infinity plans a development capital budget of $450 million to $500 million and expects total net daily production between 345 and 375 MMcfe/d, implying roughly 70% year-over-year growth at the midpoint. The program includes two rigs, 31 gross wells turned to sales across its Ohio Utica and Pennsylvania Marcellus positions, and a continued focus on both gas and liquids volumes.
Sproule David reported acquisition or exercise transactions in this Form 4 filing.
INFINITY NATURAL RESOURCES, INC. director and officer David Sproule received a grant of 130,510 Performance Stock Units (2026) at a price of $0.00 per unit. This is an equity award, not an open‑market purchase.
Each performance stock unit represents a contingent right to receive from zero to three shares of Class A common stock. Payout depends on the company’s relative and absolute total shareholder return over a performance period from January 1, 2026 through December 31, 2028, and on Sproule’s continued service through the date performance results are determined.
Arnold Zack David reported acquisition or exercise transactions in this Form 4 filing.
Infinity Natural Resources, Inc. reported that director and officer Arnold Zack David received a grant of 159,513 Performance Stock Units (2026) at a price of $0.00 per unit. Each PSU represents a contingent right to receive from zero to three shares of Class A common stock.
The actual number of shares earned will depend on the company’s relative and absolute total shareholder return over the period from January 1, 2026 to December 31, 2028, and on his continued service through the date the performance results are determined. Following this award, his reported derivative holdings in these PSUs total 159,513 units.
Gieselman Scott reported acquisition or exercise transactions in this Form 4 filing.
INFINITY NATURAL RESOURCES, INC. director Scott Gieselman received a grant of 14,211 Restricted Stock Units on March 3, 2026. Each RSU represents the right to receive one share of Class A common stock. These RSUs vest in full on March 3, 2027, conditioned on his continued service.
Pietrandrea Brian P. reported acquisition or exercise transactions in this Form 4 filing.
INFINITY NATURAL RESOURCES, INC. granted equity awards to its Chief Accounting Officer, Brian P. Pietrandrea. He received 14,791 restricted stock units (RSUs) and 4,930 performance stock units (PSUs) on Class A common stock at no cost. The RSUs vest in three equal annual installments beginning one year from the grant date, based on continued service. The PSUs can settle for zero to three shares each depending on the company’s relative and absolute shareholder return over the period from January 1, 2026 to December 31, 2028, also requiring continued service.
INFINITY NATURAL RESOURCES, INC. reported that director Steven D. Gray acquired 17,401 Restricted Stock Units (2026) as a grant or award. Each RSU represents the right to receive one share of Class A common stock. The RSUs vest in full on March 3, 2027, subject to his continued service through that date.
Gallagher Katherine May reported acquisition or exercise transactions in this Form 4 filing.
INFINITY NATURAL RESOURCES, INC. director Katherine May Gallagher received a grant of 13,631 restricted stock units (RSUs) on March 3, 2026. Each RSU represents the right to receive one share of Class A common stock at no purchase price.
The RSUs vest in full on March 3, 2027, if she continues to provide service through that date. Following this award, she directly holds 13,631 RSUs tied to the company’s Class A common stock.
Poole David P reported acquisition or exercise transactions in this Form 4 filing.
INFINITY NATURAL RESOURCES, INC. director David P. Poole received a grant of 13,921 Restricted Stock Units (2026) on March 3, 2026. Each RSU represents the contingent right to receive one share of the company’s Class A common stock at a price of $0.00 per unit.
The RSUs vest in full on March 3, 2027, subject to his continued service through that date. Following this award, Poole holds 13,921 RSUs directly.
INFINITY NATURAL RESOURCES, INC. reported that officer Wolfe Raleigh received equity-based compensation in the form of restricted and performance stock units. The award includes 46,404 restricted stock units that convert into Class A common shares in three equal annual installments starting one year after the grant, subject to continued service.
The grant also includes 46,404 performance stock units, each representing a contingent right to receive from zero to three Class A common shares. The actual payout will depend on the company’s relative and absolute shareholder returns over the performance period from January 1, 2026 to December 31, 2028 and on Raleigh’s continued service through the performance determination date.
INFINITY NATURAL RESOURCES, INC. director Kelly Matthew Ross filed an initial Form 3 reporting his status as a director of the company. The filing shows no reported transactions and no reported share purchases, sales, acquisitions, or dispositions in this submission.