SEC Form 4 · Updated Daily
EPM
— EVOLUTION PETROLEUM CORPORATION OwnershipInsider and institutional ownership derived from SEC Form 4 filings. Click any owner to see their holdings across every company they’ve filed on, and how their position has changed over time.
Current Reporting Owners
| Owner | Role | Shares Owned | As Of | Last Activity |
|---|---|---|---|---|
| PENINSULA MASTER FUND, LTD | 10%+ Owner | 2,727,400 | 2008-10-27 | — |
| Herlin Robert S | Director · Officer | 1,836,715 | 2025-12-04 | A |
| McAfee Marguerite | 10%+ Owner | 1,750,000 | 2006-03-22 | S |
| MCAFEE ERIC A | 10%+ Owner | 1,110,802 | 2010-12-29 | S |
| PENINSULA CAPITAL MANAGEMENT, LP | Director | 942,153 | 2013-10-17 | S |
| PENINSULA CAPITAL MANAGEMENT INC | Director | 800,000 | 2015-05-12 | S |
| BEDFORD SCOTT | Director | 800,000 | 2015-05-12 | S |
| McDonald Sterling | Officer | 759,935 | 2014-01-27 | M |
| Mazzanti Daryl V | Officer | 673,307 | 2015-12-31 | D |
| Loyd Kelly William | Director · Officer | 585,277 | 2026-09-17 | A |
| Stash Ryan | Officer | 370,974 | 2026-09-17 | A |
| DiPaolo Edward John | Director | 338,837 | 2025-12-04 | A |
| Joe David | Officer | 333,628 | 2019-12-10 | A |
| LOVOI JOHN | Director | 316,416 | 2018-09-21 | S |
| JVL Advisors, L.L.C. | 10%+ Owner | 316,416 | 2018-09-21 | S |
| Bunch John Mark | Officer | 270,411 | 2026-09-17 | A |
| Dozier William | Director | 264,224 | 2025-12-04 | A |
| Stoever Gene G | Director | 198,727 | 2017-12-07 | A |
| Brown Jason E. | Reporting Owner | 197,141 | 2022-06-30 | D |
| Keys Randall D | Director | 153,577 | 2018-05-31 | D |
| Hargrave Marjorie Anne | Director | 117,992 | 2025-12-04 | A |
| Beatty Kelly | Officer | 103,199 | 2026-09-17 | A |
| Bierria Myra C | Director | 86,122 | 2025-12-04 | A |
| Schultz Roderick A. | Officer | 51,533 | 2021-08-02 | D |
| Ogilvie Marran H. | Director | 47,946 | 2019-12-10 | A |
| CAGAN LAIRD Q | 10%+ Owner · Director | 15,979 | 2013-11-27 | S |
Recent Filings
| Date | Owner | Activity | Shares | Price | Owned After |
|---|---|---|---|---|---|
| 2026-09-17 | Bunch John Mark | Grant / award (derivative) | 45,560 | $0.00 | 45,560 |
| 2026-09-17 | Bunch John Mark | Grant / award | 91,120 | $0.00 | 270,411 |
| 2026-09-17 | Stash Ryan | Grant / award (derivative) | 48,781 | $0.00 | 48,781 |
| 2026-09-17 | Stash Ryan | Grant / award | 97,561 | $0.00 | 370,974 |
| 2026-09-17 | Beatty Kelly | Grant / award (derivative) | 17,179 | $0.00 | 17,179 |
| 2026-09-17 | Beatty Kelly | Grant / award | 34,357 | $0.00 | 103,199 |
| 2026-09-17 | Loyd Kelly William | Grant / award (derivative) | 84,025 | $0.00 | 84,025 |
| 2026-09-17 | Loyd Kelly William | Grant / award | 168,049 | $0.00 | 585,277 |
| 2026-09-01 | Loyd Kelly William | Tax withholding | 12,300 | $3.69 | 417,228 |
| 2026-09-01 | Bunch John Mark | Tax withholding | 6,757 | $3.69 | 179,291 |
| 2026-09-01 | Stash Ryan | Tax withholding | 6,163 | $3.69 | 273,413 |
| 2026-09-01 | Beatty Kelly | Tax withholding | 2,897 | $3.69 | 68,842 |
| 2026-06-30 | Loyd Kelly William | Disposition to issuer | 52,595 | $0.00 | 429,528 |
| 2026-06-30 | Bunch John Mark | Disposition to issuer | 28,518 | $0.00 | 186,048 |
| 2026-06-30 | Stash Ryan | Disposition to issuer | 27,321 | $0.00 | 279,576 |
| 2026-06-30 | Beatty Kelly | Disposition to issuer | 5,891 | $0.00 | 71,739 |
| 2026-02-20 | Bunch John Mark | Tax withholding | 8,910 | $4.43 | 214,566 |
| 2025-12-04 | Bierria Myra C | Grant / award | 24,214 | $0.00 | 86,122 |
| 2025-12-04 | DiPaolo Edward John | Grant / award | 24,214 | $0.00 | 338,837 |
| 2025-12-04 | Dozier William | Grant / award | 24,214 | $0.00 | 264,224 |
| 2025-12-04 | Hargrave Marjorie Anne | Grant / award | 24,214 | $0.00 | 117,992 |
| 2025-12-04 | Herlin Robert S | Grant / award | 24,214 | $0.00 | 1,836,715 |
| 2025-10-31 | Loyd Kelly William | Tax withholding | 9,649 | $4.38 | 482,123 |
| 2025-09-18 | Loyd Kelly William | Grant / award | 102,834 | $0.00 | 491,772 |
| 2025-09-18 | Stash Ryan | Grant / award | 53,419 | $0.00 | 306,897 |
| 2025-09-18 | Beatty Kelly | Grant / award | 18,922 | $0.00 | 77,630 |
| 2025-09-18 | Bunch John Mark | Grant / award | 55,759 | $0.00 | 223,476 |
| 2025-08-29 | Loyd Kelly William | Tax withholding | 10,922 | $5.16 | 388,938 |
| 2025-08-29 | Bunch John Mark | Tax withholding | 4,699 | $5.16 | 167,717 |
| 2025-08-29 | Beatty Kelly | Tax withholding | 1,414 | $5.16 | 58,708 |
| 2025-08-29 | Stash Ryan | Tax withholding | 5,438 | $5.16 | 253,478 |
| 2025-06-30 | Loyd Kelly William | Tax withholding | 18,247 | $4.70 | 399,860 |
| 2025-06-30 | Bunch John Mark | Tax withholding | 3,297 | $4.70 | 172,416 |
| 2025-06-30 | Stash Ryan | Tax withholding | 8,827 | $4.70 | 258,916 |
| 2025-06-30 | Beatty Kelly | Tax withholding | 1,280 | $4.70 | 60,122 |
| 2025-02-21 | Bunch John Mark | Tax withholding | 8,691 | $5.13 | 175,713 |
| 2025-02-21 | Beatty Kelly | Tax withholding | 2,965 | $5.13 | 61,402 |
| 2024-12-05 | Herlin Robert S | Grant / award | 17,483 | $0.00 | 1,812,501 |
| 2024-12-05 | Hargrave Marjorie Anne | Grant / award | 17,483 | $0.00 | 93,778 |
| 2024-12-05 | DiPaolo Edward John | Grant / award | 17,483 | $0.00 | 314,623 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.