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, INC. director Scott Gieselman increased his direct equity position through the vesting of previously granted restricted stock units. On March 17, 2026, 13,929 RSUs were exercised into 13,929 shares of Class A common stock at a conversion price of $0.00 per share. These RSUs had been granted on March 17, 2025 and vested in full on the first anniversary of the grant date, delivering one share of common stock for each unit. Following the transaction, Gieselman directly holds 63,929 shares of Class A common stock.
INFINITY NATURAL RESOURCES, INC. officer Wolfe Raleigh exercised restricted stock units and received 14,510 shares of Class A common stock upon vesting. These shares came from previously granted RSUs, each representing one share of common stock.
Of the vested shares, 5,710 were withheld at a price of $18.15 per share to cover taxes related to the vesting. After these transactions, Raleigh directly holds 55,332 shares of Class A common stock. The filing reflects a routine compensation-related RSU vesting with tax withholding rather than open‑market buying or selling.
Infinity Natural Resources Chief Accounting Officer Brian P. Pietrandrea had 3,362 restricted stock units vest and convert into Class A common stock on March 17, 2026. These RSUs were part of a 10,086-unit grant awarded on July 16, 2025 that vests in three equal annual installments.
To cover taxes on the vesting, 934 shares of common stock were withheld at a reference price of $18.15 per share, leaving Pietrandrea with 2,428 shares of Class A common stock directly owned after the transactions. Following the conversion, 6,724 RSUs remain outstanding from the original grant.
INFINITY NATURAL RESOURCES, INC. director and officer David Sproule reported an open‑market sale of 275,000 shares of Class A Common Stock. The transaction took place on March 18, 2026 at an average price of $17.43 per share.
Following this sale, Sproule’s reported direct holdings of Class A Common Stock decreased to 0 shares, indicating a full disposition of his directly held position in this security as reflected in this filing.
INFINITY NATURAL RESOURCES, INC. director Katherine May Gallagher reported the vesting and settlement of previously granted restricted stock units into common shares. She exercised 13,059 restricted stock units, receiving 13,059 shares of Class A common stock at a stated price of $0.0000 per share.
The footnotes explain that each RSU converted into one share of common stock and that 13,059 RSUs granted on March 17, 2025 vested in full on the first anniversary of the grant date. After the settlement, she directly holds 13,059 Class A common shares and no remaining RSUs from this grant are shown in this filing.
INFINITY NATURAL RESOURCES, INC. reported the initial holdings of a major shareholder group. On February 23, 2026, INR (II) Investments, LLC completed its acquisition of 275,000 shares of Series A Convertible Preferred Stock, which are convertible into 275,000 shares of Class A Common Stock at $21.39 per share, subject to customary adjustments. As of this Form 3, INR (II) Investments, LLC directly holds these preferred shares, and also has indirect ownership of 12,856,475 shares of Class A Common Stock. Quantum Capital Solutions II GP, LLC is the manager of INR (II) Investments, LLC and may be deemed to share voting and dispositive power, while S. Wil VanLoh, Jr. may be deemed to share voting and dispositive power over securities held by QCS II GP; both QCS II GP and Mr. VanLoh disclaim beneficial ownership beyond their respective pecuniary interests.
INR (II) Investments, LLC and its affiliates report beneficial ownership of 12,856,475 Infinity Natural Resources Class A shares, or 41.44% of the Class A common stock, via convertible preferred shares. The stake comes from purchasing 275,000 shares of Series A Convertible Preferred Stock for $275,000,000 at $1,000 per share.
The preferred shares are initially convertible at $21.39 per common share and carry an 8% annual dividend, rising to 12% after five years, with strong liquidation preferences targeting a 13% internal rate of return or 1.3x multiple. They vote with common stock on an as-converted basis and have significant consent rights over key corporate actions.
The investment proceeds are designated to fund acquisitions and general corporate purposes. The preferred can be redeemed by the company after five years at a price that yields a 15% internal rate of return to holders, and may be mandatorily converted by the company after three years if share-price and liquidity conditions are met. Investors also gain registration rights, while being subject to a two-year standstill and transfer lock-up, limiting additional share accumulation and sales during that period.
Infinity Natural Resources, Inc. plans a private offering of $500 million in senior notes due 2031 through its subsidiary, with guarantees from subsidiaries that back its revolving credit facility. The issuer expects to use net proceeds to repay borrowings under that facility and for general corporate purposes.
The company also filed a third‑party reserve report on the Antero upstream properties and detailed pro forma reserve data reflecting the Antero acquisitions. On a pro forma basis as of December 31, 2025, total proved reserves are 286,669 MBoe with a pre‑tax PV‑10 of $1,602,775 thousand.
Infinity Natural Resources, Inc. filed an amended report to add detailed financial information for its recently closed Antero asset acquisition in Ohio. The deal totals $1.2 billion in cash, with $800 million for upstream Utica Shale properties and $400 million for associated midstream systems.
The amendment supplies audited 2024–2025 financial statements for the acquired Antero Utica Shale upstream and midstream assets, along with unaudited pro forma combined results as if the transaction occurred on January 1, 2025. It also reflects related financing, including $350 million of Series A preferred stock issued to Quantum and Carnelian and an expanded credit facility with an increased borrowing base to $875 million.