Quick Takeaways
- EPM - EVOLUTION PETROLEUM CORP has 11 insiders with reported activity on this page.
- No net insider buy/sell flow is currently reported for the last year.
- Recent transaction rows are available for direct filing-level review.
Insider Transactions Reported by 11 Insiders of EVOLUTION PETROLEUM CORP
- Symbol
- EPM on NYSE
- Location
- Houston, TX
What Changed
- No meaningful buy/sell imbalance is currently visible in the one-year window.
- Activity will update as new Forms 3/4/5 are filed.
Why This Matters
- This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
- Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.
Source Evidence
Filed on Form 4
See Original Filing
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Insider trading overview
Last 12 monthsInsider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 11 May 2025.
Buys
$0
Shares: 0
Insiders: 0
Sells
$0
Shares: 0
Insiders: 0
Net
$0
Shares: 0
Insiders: 0
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
EVOLUTION PETROLEUM CORP executives and other stock owners filed with the SEC include:
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Robert S. Herlin | Director | $8,008,077 | Mixed | 04 Dec 2025 | ||
| Kelly W. Loyd | PRESIDENT & CEO, Director | $2,111,698 | Mixed | 31 Oct 2025 | ||
| Edward J. Dipaolo | Director | $1,477,329 | Mixed | 04 Dec 2025 | ||
| Ryan Stash | Svp & Cfo | $1,466,967 | Mixed | 18 Sep 2025 | ||
| Jason E. Brown | Former President & Ceo | $1,165,103 | Mixed | 30 Jun 2022 | ||
| William Dozier | Director | $1,152,016 | Mixed | 04 Dec 2025 | ||
| John Mark Bunch | Coo | $950,527 | Mixed | 20 Feb 2026 | ||
| Marjorie A. Hargrave | Director | $514,445 | Mixed | 04 Dec 2025 | ||
| Myra C. Bierria | Director | $375,491 | Mixed | 04 Dec 2025 | ||
| Kelly Beatty | Chief Accounting Officer | $371,071 | Mixed | 18 Sep 2025 | ||
| Roderick A. Schultz | Chief Accounting Officer | $304,560 | Mixed | 02 Aug 2021 |
Top shareholders of EVOLUTION PETROLEUM CORP (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| WealthTrust Axiom LLC |
13D/G
13F
|
Company |
5.6%
|
1,950,728,273
|
$7,412,767,437 | $0 | 31 Dec 2025 | |
| BlackRock, Inc. |
13D/G
13F
|
Company |
6.2%
|
2,135,248
|
$9,053,452 | $0 | 31 Mar 2025 | |
| Robert S. Herlin |
3/4/5
|
Director |
0.01%
|
1,836,715
|
$8,008,077 | — | 04 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
0%
|
1,629,128
|
$5,767,113 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0%
|
1,420,577
|
$5,028,835 | — | 31 Dec 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0%
|
1,062,297
|
$3,760,531 | — | 31 Dec 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0%
|
1,020,878
|
$3,613,908 | — | 31 Dec 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0%
|
770,693
|
$2,728,253 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0%
|
756,703
|
$2,679,491 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
0%
|
695,174
|
$2,460,916 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0%
|
659,963
|
$2,336,274 | — | 31 Dec 2025 | |
| Kelly W. Loyd |
3/4/5
|
PRESIDENT & CEO, Director |
0%
|
482,123
|
$2,111,698 | — | 31 Oct 2025 | |
| North Star Investment Management Corp. |
13F
|
Company |
0%
|
556,190
|
$1,968,914 | — | 31 Dec 2025 | |
| CWA Asset Management Group, LLC |
13F
|
Company |
0%
|
547,157
|
$1,936,937 | — | 31 Dec 2025 | |
| River Road Asset Management, LLC |
13F
|
Company |
0%
|
537,375
|
$1,902,307 | — | 31 Dec 2025 | |
| Edward J. Dipaolo |
3/4/5
|
Director |
0%
|
338,837
|
$1,477,329 | — | 04 Dec 2025 | |
| Ryan Stash |
3/4/5
|
SVP & CFO |
0%
|
306,897
|
$1,466,967 | — | 18 Sep 2025 | |
| Register Financial Advisors LLC |
13F
|
Company |
0%
|
338,147
|
$1,197,039 | — | 31 Dec 2025 | |
| Jason E. Brown |
3/4/5
|
FORMER PRESIDENT & CEO |
—
class O/S missing
|
197,141
|
$1,165,103 | — | 30 Jun 2022 | |
| William Dozier |
3/4/5
|
Director |
0%
|
264,224
|
$1,152,016 | — | 04 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0%
|
306,431
|
$1,084,766 | — | 31 Dec 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0%
|
271,003
|
$959,350 | — | 31 Dec 2025 | |
| John Mark Bunch |
3/4/5
|
COO |
0%
|
214,566
|
$950,527 | — | 20 Feb 2026 | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
13F
|
Company |
0%
|
192,923
|
$682,947 | — | 31 Dec 2025 | |
| PERRITT CAPITAL MANAGEMENT INC |
13F
|
Company |
0%
|
174,275
|
$616,934 | — | 31 Dec 2025 | |
| Rothschild Wealth LLC |
13F
|
Company |
0%
|
174,275
|
$616,934 | — | 31 Dec 2025 | |
| Marjorie A. Hargrave |
3/4/5
|
Director |
0%
|
117,992
|
$514,445 | — | 04 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0%
|
144,594
|
$511,862 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0%
|
135,573
|
$479,928 | — | 31 Dec 2025 | |
| BARD ASSOCIATES INC |
13F
|
Company |
0%
|
134,561
|
$476,346 | — | 31 Dec 2025 | |
| RITHOLTZ WEALTH MANAGEMENT |
13F
|
Company |
0%
|
129,605
|
$458,801 | — | 31 Dec 2025 | |
| Quantinno Capital Management LP |
13F
|
Company |
0%
|
117,248
|
$415,058 | — | 31 Dec 2025 | |
| Ethic Inc. |
13F
|
Company |
0%
|
109,843
|
$388,846 | — | 31 Dec 2025 | |
| Point72 Asset Management, L.P. |
13F
|
Company |
0%
|
106,387
|
$376,610 | — | 31 Dec 2025 | |
| Myra C. Bierria |
3/4/5
|
Director |
0%
|
86,122
|
$375,491 | — | 04 Dec 2025 | |
| Kelly Beatty |
3/4/5
|
CHIEF ACCOUNTING OFFICER |
0%
|
77,630
|
$371,071 | — | 18 Sep 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0%
|
95,894
|
$339,465 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0%
|
90,009
|
$318,631 | — | 31 Dec 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0%
|
86,123
|
$304,877 | — | 31 Dec 2025 | |
| Roderick A. Schultz |
3/4/5
|
Chief Accounting Officer |
—
class O/S missing
|
51,533
|
$304,560 | — | 02 Aug 2021 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0%
|
81,956
|
$290,124 | — | 31 Dec 2025 | |
| Castleview Partners, LLC |
13F
|
Company |
0%
|
78,300
|
$277,182 | — | 31 Dec 2025 | |
| Schonfeld Strategic Advisors LLC |
13F
|
Company |
0%
|
73,809
|
$261,282 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0%
|
63,940
|
$226,347 | — | 31 Dec 2025 | |
| Nuveen, LLC |
13F
|
Company |
0%
|
61,999
|
$219,476 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
0%
|
58,034
|
$205,441 | — | 31 Dec 2025 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0%
|
55,300
|
$195,762 | — | 31 Dec 2025 | |
| Arete Wealth Advisors, LLC |
13F
|
Company |
0%
|
52,998
|
$188,000 | — | 31 Dec 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0%
|
52,739
|
$186,696 | — | 31 Dec 2025 | |
| TRUIST FINANCIAL CORP |
13F
|
Company |
0%
|
49,788
|
$176,250 | — | 31 Dec 2025 |
Recent Insider Transactions by Companies or Individuals for EVOLUTION PETROLEUM CORP
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| John Mark Bunch | EPM | Common Stock | Tax liability | -3.99% | -8,910 | 214,566 | 20 Feb 2026 | Direct | ||
| Robert S. Herlin | EPM | Common Stock | Award | 1.34% | 24,214 | 1,836,715 | 04 Dec 2025 | Direct | ||
| Marjorie A. Hargrave | EPM | Common Stock | Award | 25.8% | 24,214 | 117,992 | 04 Dec 2025 | Direct | ||
| William Dozier | EPM | Common Stock | Award | 10.1% | 24,214 | 264,224 | 04 Dec 2025 | Direct | ||
| Edward J. Dipaolo | EPM | Common Stock | Award | 7.7% | 24,214 | 338,837 | 04 Dec 2025 | Direct | ||
| Myra C. Bierria | EPM | Common Stock | Award | 39.1% | 24,214 | 86,122 | 04 Dec 2025 | Direct | ||
| Kelly W. Loyd | EPM | Common Stock | Tax liability | -1.96% | -9,649 | 482,123 | 31 Oct 2025 | Direct | ||
| John Mark Bunch | EPM | Common Stock | Award | 33.2% | 55,759 | 223,476 | 18 Sep 2025 | Direct | ||
| Kelly Beatty | EPM | Common Stock | Award | 32.2% | 18,922 | 77,630 | 18 Sep 2025 | Direct | ||
| Ryan Stash | EPM | Common Stock | Award | 21.1% | 53,419 | 306,897 | 18 Sep 2025 | Direct | ||
| Kelly W. Loyd | EPM | Common Stock | Award | 26.4% | 102,834 | 491,772 | 18 Sep 2025 | Direct | ||
| Ryan Stash | EPM | Common Stock | Tax liability | -2.1% | -5,438 | 253,478 | 29 Aug 2025 | Direct | ||
| Kelly Beatty | EPM | Common Stock | Tax liability | -2.35% | -1,414 | 58,708 | 29 Aug 2025 | Direct | ||
| John Mark Bunch | EPM | Common Stock | Tax liability | -2.73% | -4,699 | 167,717 | 29 Aug 2025 | Direct | ||
| Kelly W. Loyd | EPM | Common Stock | Tax liability | -2.73% | -10,922 | 388,938 | 29 Aug 2025 | Direct | ||
| Kelly Beatty | EPM | Common Stock | Tax liability | -2.08% | -1,280 | 60,122 | 30 Jun 2025 | Direct | ||
| Ryan Stash | EPM | Common Stock | Tax liability | -3.3% | -8,827 | 258,916 | 30 Jun 2025 | Direct | ||
| John Mark Bunch | EPM | Common Stock | Tax liability | -1.88% | -3,297 | 172,416 | 30 Jun 2025 | Direct | ||
| Kelly W. Loyd | EPM | Common Stock | Tax liability | -4.36% | -18,247 | 399,860 | 30 Jun 2025 | Direct |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.