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.
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.
INFINITY NATURAL RESOURCES, INC. reported initial insider holdings for affiliated investment entities. Etineles Holdings V, LLC is the record holder of both preferred and common equity positions and is treated as a ten percent owner and director-level holder.
On February 23, 2026, Etineles Holdings V, LLC acquired 75,000 shares of Series A Convertible Preferred Stock at $1,000 per share. Under the stated conversion formula, this preferred stake is currently convertible into 3,506,311 shares of Class A Common Stock. Etineles Holdings V, LLC also holds 1,734 shares of Class A Common Stock that were acquired on November 12, 2025.
The filing explains a control chain in which Carnelian Energy Capital entities ultimately control CEC Selenite III Holdings, LLC, the sole member of Etineles Holdings V, LLC. All listed entities and individuals may be deemed to share beneficial ownership but expressly disclaim beneficial ownership except to the extent of their pecuniary interest.
Infinity Natural Resources, Inc. received a $75,000,000 investment through the sale of 75,000 shares of Series A Convertible Preferred Stock at $1,000 per share to Etineles Holdings V, LLC, backed by Carnelian Energy Capital. The preferred stock is initially convertible into 3,506,311 Class A common shares at $21.39 per share, and Etineles also holds 1,734 existing Class A shares, for total beneficial ownership of 3,508,045 shares, or 16.19% of the Class A common stock under SEC rules. The preferred carries an 8% annual dividend stepping to 12% after five years, senior rights over common on dividends and liquidation, board designation rights, registration rights, standstill and lock-up provisions, and issuer redemption and forced-conversion features tied to stock price and return thresholds.
Infinity Natural Resources, Inc. completed a $1.2 billion acquisition of upstream and midstream Ohio Utica assets from Antero entities, increasing its interest in the assets to 60% through amendments with co‑buyer Northern Oil and Gas.
The company funded the deal using a $350 million strategic equity investment via 350,000 shares of Series A Convertible Preferred Stock sold to Quantum Capital Group and Carnelian, together with its credit facility and cash on hand. The preferred carries an 8% dividend for five years, rising to 12% thereafter, is convertible into Class A common stock at $21.39 per share (subject to caps and approvals), and has robust liquidation, redemption and consent rights.
Infinity also amended its credit agreement, raising both the elected commitments and borrowing base from $375,000,000 to $875,000,000 and removing the SOFR credit spread adjustment. Governance changes include Carnelian’s right to appoint one director, the appointment of Matthew Kelly to the board, and the resignations of directors Brian Seline and Sarah James. The preferred issuance was completed as an unregistered private offering under Section 4(a)(2) and Rule 506 of Regulation D.
Encompass Capital Advisors LLC and Todd J. Kantor report that they no longer beneficially own any Infinity Natural Resources, Inc. Class A common stock. Both list zero shares with zero voting or dispositive power and state ownership of 0.0% of the Class A common stock as of December 31, 2025.
They also certify that any securities previously held were not acquired or held to change or influence control of Infinity Natural Resources, Inc., and confirm this ownership status through a joint reporting agreement dated February 17, 2026.