Vital Energy 10% owner trims 3.8% holding; still above threshold

Rhea-AI Filing Summary

Vital Energy, Inc. (VTLE) – Form 4/A insider activity. On 9–10 Jul 2025, 10% owner Richard D. Campbell, acting through affiliate Henry TAW LP, sold an aggregate 300,000 common shares in four open-market transactions at prices ranging from $18.12 to $18.43.

After these sales, Campbell’s indirect holding via Henry TAW LP is 7,568,933 shares, down from 7,868,933—about a 3.8 % reduction—yet still above the 10 % ownership threshold. No derivative securities were reported, and no purchases occurred.

The filing reflects modest insider selling without altering control status; investors may view it as a limited negative sentiment signal rather than a fundamental shift.

Positive

• Insider retains 7.57 million shares, maintaining a substantial 10 %+ stake that keeps management interests aligned with shareholders.

Negative

• 300,000 shares sold by a 10 % owner may signal modestly weakening confidence or liquidity needs.
• Consecutive sales over two days could precede further divestitures if the pattern continues.

Insights

Securities Analyst

TL;DR 300k-share sale trims stake by 3.8%; still 10%+ holder—signal mildly negative, limited impact.

The transactions represent routine open-market sales totalling roughly $5.5 million. While insider selling can imply reduced confidence, the scale is small relative to the remaining 7.57 million-share position. No derivatives or simultaneous purchases suggest pure divestiture, yet continued 10 % status implies long-term alignment. I view the filing as neutral to slightly negative for sentiment and expect minimal price impact absent further sales.

Portfolio Manager

TL;DR Insider liquidity event; ownership remains significant—monitor trend, but no immediate portfolio action warranted.

Campbell’s sales reduced exposure by less than 4 %. Given energy-sector volatility, executives often rebalance positions for diversification. The average sale price near $18.3 sits close to recent trading levels, indicating no valuation statement. I would track any acceleration of selling; however, the current move is not large enough to alter position sizing in VTLE.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

1. Name and Address of Reporting Person^*

Campbell Richard D

(Last) (First) (Middle)

5219 CITY BANK PARKWAY

(Street)

LUBBOCK TX 79407-3544

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
Vital Energy, Inc. [ VTLE ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

3. Date of Earliest Transaction (Month/Day/Year)
07/09/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)
07/11/2025

6. Individual or Joint/Group Filing (Check Applicable Line)

	Form filed by One Reporting Person
X	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	07/09/2025		S		205,424	D	$18.2192	7,663,509	I	By Henry TAW LP(1)
Common Stock	07/09/2025		S		4,812	D	$18.1814	7,658,697	I	By Henry TAW LP(1)
Common Stock	07/09/2025		S		39,764	D	$18.4288	7,618,933	I	By Henry TAW LP(1)
Common Stock	07/10/2025		S		50,000	D	$18.1247	7,568,933	I	By Henry TAW LP(1)

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

1. Name and Address of Reporting Person^*

Campbell Richard D

(Last) (First) (Middle)

5219 CITY BANK PARKWAY

(Street)

LUBBOCK TX 79407-3544

(City) (State) (Zip)

Relationship of Reporting Person(s) to Issuer

	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

1. Name and Address of Reporting Person^*

Henry TAW LP

(Last) (First) (Middle)

3525 ANDREWS HIGHWAY

(Street)

MIDLAND TX 79703

(City) (State) (Zip)

Relationship of Reporting Person(s) to Issuer

	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

1. Name and Address of Reporting Person^*

Henry TAW Management LLC

(Last) (First) (Middle)

3525 ANDREWS HIGHWAY

(Street)

MIDLAND TX 79703

(City) (State) (Zip)

Relationship of Reporting Person(s) to Issuer

	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

Explanation of Responses:

1. Henry TAW Management LLC is the sole general partner of Henry TAW LP. Richard D. Campbell is the Chief Executive Officer and Co-Manager of Henry TAW Management LLC and has voting and investment discretion with respect to the securities beneficially owned by Henry TAW LP, but has no pecuniary interest in such securities.

	/s/ Richard D. Campbell	07/28/2025
	/s/ Richard D. Campbell, Manager	07/28/2025
	/s/ Richard D. Campbell, Manager of General Partner	07/28/2025
	** Signature of Reporting Person	Date
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FAQ

How many VTLE shares did Richard D. Campbell sell?

The Form 4/A shows aggregate sales of 300,000 common shares on 9–10 Jul 2025.

At what prices were the Vital Energy shares sold?

Shares were sold at prices between $18.12 and $18.43 per share.

What is Campbell’s remaining stake in VTLE after the sales?

He now indirectly owns 7,568,933 shares through Henry TAW LP, still above the 10 % threshold.

Were any derivative securities involved in this Form 4/A?

No. The filing lists no derivative acquisitions or dispositions.

Does the filing indicate insider buying?

No. All reported transactions were sales; no purchases were disclosed.