SEC ownership of EVOLUTION PETROLEUM CORP

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001006655.

Comparable stake leader

BlackRock, Inc.

Disclosed value leader

WealthTrust Axiom LLC

Comparable rows

50/50

Latest evidence

31 Mar 2026

Top shareholders Insider holders Latest transactions

Symbol: EPM on NYSE
Ownership evidence mix: 13F, 13D/G, and 3/4/5
Largest current holder: BlackRock, Inc.
Latest large-stake holder: BlackRock, Inc.
Latest evidence date: 31 Mar 2026
CIK: 0001006655
Location: Houston, TX

Ownership snapshot

Top shareholders of EVOLUTION PETROLEUM CORP (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader

BlackRock, Inc.

Disclosed value leader

WealthTrust Axiom LLC

Comparable rows

50/50

Latest evidence

31 Mar 2026

13F 13D/G 3/4/5 Lead comparable stake: 6.2% 13D/G row: BlackRock, Inc. Showing 1-8 of 50 holder rows.

Quick read

BlackRock, Inc. leads the comparable SEC ownership view at 6.2%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Comparable ownership Top 5

BlackRock, Inc. 6.2%

WealthTrust Axiom LLC 5.6%

Robert S. Herlin 0.01%

Kelly W. Loyd 0%

Edward J. Dipaolo 0%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
BlackRock, Inc.	13F 13D/G Company 13F 13D/G	6.2% from 13D/G	$10,835,437 2,365,816 shares	—	31 Mar 2026
WealthTrust Axiom LLC	13D/G 13F Company 13D/G 13F	5.6%	$7,412,767,437 1,950,728,273 shares	$0	31 Dec 2025
Robert S. Herlin	3/4/5 Director 3/4/5	0.01%	$8,008,077 1,836,715 shares	—	04 Dec 2025
Kelly W. Loyd	3/4/5 PRESIDENT & CEO, Director 3/4/5	0%	$2,111,698 482,123 shares	—	31 Oct 2025
Edward J. Dipaolo	3/4/5 Director 3/4/5	0%	$1,477,329 338,837 shares	—	04 Dec 2025
Ryan Stash	3/4/5 SVP & CFO 3/4/5	0%	$1,466,967 306,897 shares	—	18 Sep 2025
William Dozier	3/4/5 Director 3/4/5	0%	$1,152,016 264,224 shares	—	04 Dec 2025
John Mark Bunch	3/4/5 COO 3/4/5	0%	$950,527 214,566 shares	—	20 Feb 2026

How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 01 Jun 2025.

Buys

Insiders: 0

Sells

Insiders: 0

Net

Shares: 0

Window

Last 12 months

4 rolling buckets

Buy value Sell value

Shares: 0 Shares: 0

Window (months)	Buy value	Sell value	Net value
0-3	$0	$0	$0
3-6	$0	$0	$0
6-9	$0	$0	$0
9-12	$0	$0	$0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-11 of 11 reporting-owner rows connected to EVOLUTION PETROLEUM CORP. Open a relationship link for the CIK-to-CIK filing trail.

Rows

Largest current holder

Robert S. Herlin

Net 12M change

Latest report

20 Feb 2026

Name	Relationship	Holdings Value	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

Recent insider transactions for EVOLUTION PETROLEUM CORP

Showing up to 300 recent insider transactions from the last 12 months.

Insider	Symbol	Class	Transaction	%	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

^* marks a reported price that did not pass the local price check.