Evolution Petroleum EPM Insider Ownership

NYSE EPM

$3.35 -0.11 (-3.18%)

At close: Nov 13, 2026 · 4:00 PM EST

Insider Holdings by Owner

3.96Mn Shares

Robert S Herlin1.84Mn46.3%

Kelly William Loyd575.62K14.5%

Ryan Stash370.97K9.4%

Edward John Dipaolo338.84K8.5%

John Mark Bunch270.41K6.8%

Other insiders (4)571.54K14.4%

Insider Ownership Statistics

as of 30 Sep, 2026

Insider Ownership

11.05%

▲+1.01% pp QoQ

Shares Held by Insiders

3.97Mn

filed for Sep 2026

▲+10.05% QoQ

Shares Outstanding

35.95Mn

35,949,843 shares

Direct Holdings

3.97Mn

Indirect: 0

Net Open-Market Trades

no open-market trades in Sep 2026

Insiders Holding Shares

with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Open-Market Insider Trades

Bought Sold

Latest quarter —

Net over range —

Net-buying quarters —

Insider Ownership Summary

Updated Nov 5, 2026

Over the trailing 12 months, EPM insiders made no open-market trades in the stock.

Beyond open-market trades, insiders at Evolution Petroleum received 415.3K shares in stock awards and gave up 46.69K shares to cover taxes or exercise prices in the last 12 months.
Business Quant data shows Evolution Petroleum insiders holding 3.96Mn shares in total in their latest Form 4 filings, up 9.78% from 3.61Mn shares at the end of Q2 2026 and up 9.43% from 3.62Mn shares at the end of Q3 2025.
By type of ownership, EPM insiders hold all of their 3.96Mn shares directly.
Business Quant counts 9 insiders with holdings in Evolution Petroleum stock, among the officers, directors and 10% owners who have filed a Form 4 in the past two years.
Evolution Petroleum's three largest insider shareholders, based on their latest Form 4 filings, are Robert S. Herlin (Director, 1.84Mn shares), Kelly William Loyd (President & CEO, 575.62K shares) and Ryan Stash (SVP & CFO, 370.97K shares).
The holding of Robert S. Herlin makes up 46.33% of all shares held by Evolution Petroleum insiders.
Institutions held 50.16% of Evolution Petroleum's outstanding shares in their Q2 2026 13F filings, insiders about 11.03% based on their latest Form 4 filings, and other investors, including the public, the remaining 38.81%.
In the last 12 months, 19 Form 4 filings with transactions in EPM stock came from 9 insiders.
This summary of Evolution Petroleum insider activity covers Form 4 filings through November 3, 2026.

Form 4 Holdings

Insiders Holding EPM

Insiders 9

Shares held 3.96Mn

Of outstanding 11.03%

#	Insider	Position	Direct	Total	Share of Insiders	Last Filed
1	Robert S Herlin	Executive Chairman	1,836,715	1,836,715	46.3%	08 Dec, 2025
2	Kelly William Loyd	President Ceo	575,619	575,619	14.5%	03 Nov, 2026
3	Ryan Stash	Svp Cfo	370,974	370,974	9.4%	21 Sep, 2026
4	Edward John Dipaolo	Director	338,837	338,837	8.5%	08 Dec, 2025
5	John Mark Bunch	Coo	270,411	270,411	6.8%	21 Sep, 2026
6	William Dozier	Director	264,224	264,224	6.7%	08 Dec, 2025
7	Marjorie Anne Hargrave	Director	117,992	117,992	3.0%	08 Dec, 2025
8	Kelly Beatty	Chief Accounting Officer	103,199	103,199	2.6%	21 Sep, 2026
9	Myra C Bierria	Director	86,122	86,122	2.2%	08 Dec, 2025

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

958 Insider Transactions

Source SEC Form 4

Latest quarter Sep 2026

Date	Insider	Position	Transaction	Shares	Price	Value	Shares Held After	Ownership
30 Oct, 2026	Kelly William Loyd	President Ceo	Disposed F	9,658	$3.80	$36.70K	575,619	Direct
17 Sep, 2026	Ryan Stash	Svp Cfo	Acquired A	97,561	$0.00	$0	370,974	Direct
17 Sep, 2026	Kelly Beatty	Chief Accounting Officer	Acquired A	34,357	$0.00	$0	103,199	Direct
17 Sep, 2026	Kelly William Loyd	President Ceo	Acquired A	168,049	$0.00	$0	585,277	Direct
17 Sep, 2026	John Mark Bunch	Coo	Acquired A	91,120	$0.00	$0	270,411	Direct
17 Sep, 2026	Kelly Beatty	Chief Accounting Officer	Acquired A	17,179	$0.00	$0	17,179	Direct
17 Sep, 2026	Kelly William Loyd	President Ceo	Acquired A	84,025	$0.00	$0	84,025	Direct
17 Sep, 2026	John Mark Bunch	Coo	Acquired A	45,560	$0.00	$0	45,560	Direct
17 Sep, 2026	Ryan Stash	Svp Cfo	Acquired A	48,781	$0.00	$0	48,781	Direct
01 Sep, 2026	Kelly Beatty	Chief Accounting Officer	Disposed F	2,897	$3.69	$10.69K	68,842	Direct
01 Sep, 2026	Ryan Stash	Svp Cfo	Disposed F	6,163	$3.69	$22.74K	273,413	Direct
01 Sep, 2026	John Mark Bunch	Coo	Disposed F	6,757	$3.69	$24.93K	179,291	Direct
01 Sep, 2026	Kelly William Loyd	President Ceo	Disposed F	12,300	$3.69	$45.39K	417,228	Direct
30 Jun, 2026	Kelly William Loyd	President Ceo	Disposed D	52,595	$0.00	$0	429,528	Direct
30 Jun, 2026	Ryan Stash	Svp Cfo	Disposed D	27,321	$0.00	$0	279,576	Direct
30 Jun, 2026	Kelly Beatty	Chief Accounting Officer	Disposed D	5,891	$0.00	$0	71,739	Direct
30 Jun, 2026	John Mark Bunch	Coo	Disposed D	28,518	$0.00	$0	186,048	Direct
20 Feb, 2026	John Mark Bunch	Coo	Disposed F	8,910	$4.43	$39.47K	214,566	Direct
04 Dec, 2025	Edward John Dipaolo	Director	Acquired A	24,214	$0.00	$0	338,837	Direct
04 Dec, 2025	Robert S Herlin	Director	Acquired A	24,214	$0.00	$0	1,836,715	Direct

Showing 1 to 20 of 958 transactions