EPM SEC Filing News — Evolution Petroleum Corporation

Latest SEC filings for Evolution Petroleum Corporation (EPM) explained in plain English. Covers insider buying and selling (Form 4), proposed insider sales (Form 144), material company events (8-K), and quarterly & annual reports (10-Q / 10-K). StrongBuyAnalytics provides navigation and brief excerpts or summaries; original filings remain at the SEC/source links and were authored by their filers, not StrongBuyAnalytics. Filing dates shown are source dates. Coverage and detection can be delayed or incomplete because of SEC availability, amendments, parsing, caching, or outages. Latest source filing date shown: 2026-09-21.

Evolution Petroleum Corporation, an energy company, engages in the ownership, exploitation, development, production, and investment of onshore oil and gas properties in the United States. The company was founded in 2003 and is based in Houston, Texas.
Sector: Energy Industry: Oil & Gas E&P Market Cap: $149.8M CIK: 1006655
20
Total Filings
0
Bullish Classifications
0
Bearish Classifications
10
Insider Transactions
7
Material Events (8-K)
3
Periodic Reports
What you're looking at: Each item below is parsed from an actual SEC filing submitted by Evolution Petroleum Corporation. Form 4 = confirmed insider transaction · Form 144 = proposed sale notice · 8-K = material event (earnings, M&A, leadership change, etc.) · 10-Q / 10-K = quarterly / annual report.
EPM Filing Activity Snapshot 2026-02-10 — 2026-09-21
Insider Transactions (Form 4)
0 buys vs 0 sells
Insider buying and selling activity is balanced in this period.
Insider Transactions 10 · Forms 3, 4 and 5

A Form 4 is filed within two business days of a company insider — an officer, a director, or a holder of more than ten percent of the stock — changing their position in the shares. All 10 filings in this group are Form 4s for Evolution Petroleum Corporation.

The difficulty with reading these filings as a group is that a single form type covers transactions that mean entirely different things. An executive spending their own money to buy stock and an executive having shares withheld to pay tax on a vesting grant both appear as a Form 4. Every filing below is therefore tagged with the nature of the underlying transaction, taken from the transaction code reported on the form itself.

Across the 10 insider filings shown, the breakdown is 4 compensation award, 4 tax withholding and 2 disposition to issuer. None of the classified filings involved a discretionary open-market trade, so this period says nothing about what insiders think of the price.

What each transaction type means

Compensation award ×4
Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.
Tax withholding ×4
Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.
Disposition to issuer ×2
Shares were surrendered to or repurchased by the issuer rather than sold to other investors.
Form 4 Compensation award Tax / Compensation Filing 2026-09-21

EPM insider Form 4 filed for equity award, exercise, or tax withholding

Loyd Kelly William (Director, PRESIDENT & CEO) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 168,049 — —
A Compensation award derivative · Performance Stock Unit 84,025 — —
Filing: Form 4 (Insider Transaction) Insider: Loyd Kelly William (Director, PRESIDENT & CEO) Shares: 168,049
Form 4 Compensation award Tax / Compensation Filing 2026-09-21

EPM insider Form 4 filed for equity award, exercise, or tax withholding

Beatty Kelly (CHIEF ACCOUNTING OFFICER) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 34,357 — —
A Compensation award derivative · Performance Stock Unit 17,179 — —
Filing: Form 4 (Insider Transaction) Insider: Beatty Kelly (CHIEF ACCOUNTING OFFICER) Shares: 34,357
Form 4 Compensation award Tax / Compensation Filing 2026-09-21

EPM insider Form 4 filed for equity award, exercise, or tax withholding

Stash Ryan (SVP & CFO) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 97,561 — —
A Compensation award derivative · Performance Stock Unit 48,781 — —
Filing: Form 4 (Insider Transaction) Insider: Stash Ryan (SVP & CFO) Shares: 97,561
Form 4 Compensation award Tax / Compensation Filing 2026-09-21

EPM insider Form 4 filed for equity award, exercise, or tax withholding

Bunch John Mark (COO) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 91,120 — —
A Compensation award derivative · Performance Stock Unit 45,560 — —
Filing: Form 4 (Insider Transaction) Insider: Bunch John Mark (COO) Shares: 91,120
Form 4 Tax withholding Tax / Compensation Filing 2026-09-03

EPM insider Form 4 filed for equity award, exercise, or tax withholding

Beatty Kelly (CHIEF ACCOUNTING OFFICER) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.

Transactions reported on this filing
Code Nature Shares Price Value
F Tax withholding on vested shares 2,897 $3.69 $10.7K
Filing: Form 4 (Insider Transaction) Insider: Beatty Kelly (CHIEF ACCOUNTING OFFICER) Shares: 2,897
Form 4 Tax withholding Tax / Compensation Filing 2026-09-03

EPM insider Form 4 filed for equity award, exercise, or tax withholding

Stash Ryan (SVP & CFO) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.

Transactions reported on this filing
Code Nature Shares Price Value
F Tax withholding on vested shares 6,163 $3.69 $22.7K
Filing: Form 4 (Insider Transaction) Insider: Stash Ryan (SVP & CFO) Shares: 6,163
Form 4 Tax withholding Tax / Compensation Filing 2026-09-03

EPM insider Form 4 filed for equity award, exercise, or tax withholding

Bunch John Mark (COO) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.

Transactions reported on this filing
Code Nature Shares Price Value
F Tax withholding on vested shares 6,757 $3.69 $24.9K
Filing: Form 4 (Insider Transaction) Insider: Bunch John Mark (COO) Shares: 6,757
Form 4 Tax withholding Tax / Compensation Filing 2026-09-03

EPM insider Form 4 filed for equity award, exercise, or tax withholding

Loyd Kelly William (Director, PRESIDENT & CEO) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.

Transactions reported on this filing
Code Nature Shares Price Value
F Tax withholding on vested shares 12,300 $3.69 $45.4K
Filing: Form 4 (Insider Transaction) Insider: Loyd Kelly William (Director, PRESIDENT & CEO) Shares: 12,300
Form 4 Disposition to issuer Tax / Compensation Filing 2026-07-02

EPM insider Form 4 filed for equity award, exercise, or tax withholding

Beatty Kelly (CHIEF ACCOUNTING OFFICER) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were surrendered to or repurchased by the issuer rather than sold to other investors.

Transactions reported on this filing
Code Nature Shares Price Value
D Disposition to issuer 5,891 — —
Filing: Form 4 (Insider Transaction) Insider: Beatty Kelly (CHIEF ACCOUNTING OFFICER) Shares: 5,891
Form 4 Disposition to issuer Tax / Compensation Filing 2026-07-02

EPM insider Form 4 filed for equity award, exercise, or tax withholding

Stash Ryan (SVP & CFO) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were surrendered to or repurchased by the issuer rather than sold to other investors.

Transactions reported on this filing
Code Nature Shares Price Value
D Disposition to issuer 27,321 — —
Filing: Form 4 (Insider Transaction) Insider: Stash Ryan (SVP & CFO) Shares: 27,321
Material Events 7 · Form 8-K

An 8-K reports a material event in the window between scheduled reports. There are 7 in this period for Evolution Petroleum Corporation. Each 8-K names the item number it is filed under, and that number is the fastest way to tell a routine disclosure from a consequential one.

Item 2.02 is an earnings release, Item 5.02 is a change of directors or officers, and Item 1.01 or 2.01 covers a material agreement or a completed acquisition. Item 7.01 and Item 8.01 are the general-purpose disclosure items and carry no fixed meaning on their own.

Form 8-K Material Company Update 2026-09-15

EPM filed 8-K — material company event

EVOLUTION PETROLEUM CORP filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)
Form 8-K Material Company Update 2026-08-21

EPM filed 8-K — material company event

EVOLUTION PETROLEUM CORP filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)
Form 8-K Material Company Update 2026-08-20

EPM filed 8-K — material company event

EVOLUTION PETROLEUM CORP filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)
Form 8-K Material Company Update 2026-08-18

EPM filed 8-K — material company event

EVOLUTION PETROLEUM CORP filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)
Form 8-K Material Company Update 2026-05-12

EPM filed 8-K — material company event

EVOLUTION PETROLEUM CORP filed an 8-K with the SEC reporting a material event. Read the SEC filing for the full details.

Filing: 8-K (Material Event)
Form 8-K Material Company Update 2026-02-11

EPM filed 8-K — material company event

EVOLUTION PETROLEUM CORP filed an 8-K with the SEC reporting a material event. Read the SEC filing for the full details.

Filing: 8-K (Material Event)
Form 8-K Material Company Update 2026-02-10

EPM filed 8-K — material company event

EVOLUTION PETROLEUM CORP filed an 8-K with the SEC reporting a material event. Read the SEC filing for the full details.

Filing: 8-K (Material Event)
Periodic Reports 3 · Forms 10-K and 10-Q

The periodic reports are where the audited and reviewed financial statements live. This period contains 1 annual report (10-K) and 2 quarterly reports (10-Q) for Evolution Petroleum Corporation.

The two are not equivalent in weight. A 10-K is audited by an external firm and includes the full risk factor disclosure, business description and management discussion; a 10-Q is unaudited, reviewed rather than examined, and much shorter. When a figure in a quarterly report is later revised, the annual report is usually where the correction appears.

An amended report — 10-K/A or 10-Q/A — restates or corrects something in the original filing, and is worth reading against the version it replaces.

Form 10-K Annual Report 2026-09-16

EPM filed Annual Report (10-K)

EVOLUTION PETROLEUM CORP filed its annual report with the SEC. This report includes audited financial statements, business overview, risk factors, and management discussion.

Filing: 10-K (Annual Report)
Form 10-Q Quarterly Report 2026-05-13

EPM filed Quarterly Report (10-Q)

EVOLUTION PETROLEUM CORP filed its quarterly report with the SEC. This report includes unaudited financial statements and management discussion for the quarter.

Filing: 10-Q (Quarterly Report)
Form 10-Q Quarterly Report 2026-02-11

EPM filed Quarterly Report (10-Q)

EVOLUTION PETROLEUM CORP filed its quarterly report with the SEC. This report includes unaudited financial statements and management discussion for the quarter.

Filing: 10-Q (Quarterly Report)

How we classify Evolution Petroleum Corporation's filings

Straight from EDGAR

Each displayed record links to an original source document. StrongBuyAnalytics provides navigation and brief excerpts or summaries, not the filing itself. Parsing may omit context or contain errors, so read the original document in full.

Transaction codes, not guesswork

The nature shown on each insider filing comes from the transaction code the filer entered on the form itself — P for an open-market purchase, A for a compensation award, F for shares withheld to pay tax, M for an option exercise. Where one filing contains several codes, the transaction table lists them line by line.

Why the distinction matters

Insider activity is routinely summarised as buying or selling, which flattens together decisions that mean very different things. Shares withheld for tax on a vesting grant are an automatic administrative step; shares bought on the open market are someone committing their own money at the current price.

What this page does not tell you

A filing records what happened, not why. Form 4 does not always disclose whether a sale was executed under a pre-arranged Rule 10b5-1 plan, and no single filing is a basis for a decision on EPM. Read these alongside the fundamentals rather than in isolation.

Frequently Asked Questions — EPM SEC Filings

More Tools for EPM

Want deeper EPM analysis?

View valuation, growth metrics, the rule-based stock-page score, demand zones, peer comparison, and more — all on the EPM stock analysis page.

EPM Full Analysis
Publisher, sources & limitations — September 15, 2026. StrongBuyAnalytics provides navigation and brief excerpts or summaries for educational use. Original filings remain at SEC EDGAR or other displayed source links; StrongBuyAnalytics does not author them. Filing dates are source dates, not publication dates for this page. Coverage can be delayed, incomplete, amended, or unavailable because of SEC/source availability, parsing, caching, or outages. Verify every material statement in the original filing.
Data Sources · Methodology · AI Disclosure · Corrections Policy · Disclaimer