EPM Insider Trading
EVOLUTION PETROLEUM CORP | Crude Petroleum & Natural Gas
Comprehensive Trading Performance Summary
The investment history of corporate insiders at EVOLUTION PETROLEUM CORP provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the Crude Petroleum & Natural Gas sector.
Transactions on Chart
Open Full Chart| Filing Date | Trade Date | Reporting Person | Relationship | Type | Price | Qty | Total, $ | Owned After | Change, % |
|---|---|---|---|---|---|---|---|---|---|
| 2014-12-03 04:15 | 2014-11-28 | JVL Advisors, L.L.C. | 10% owner | BUY | $7.20 | 373,463 | $2,690,539 | 22,115 | +100.0% |
| 2014-12-02 00:52 | 2014-12-01 | Keys Randall D | Officer - President, CFO & Treasurer | BUY | $7.12 | 12,100 | $86,152 | 111,494 | +12.2% |
| 2014-09-25 18:14 | 2014-09-24 | Keys Randall D | Officer - President, CFO & Treasurer | BUY | $9.22 | 8,913 | $82,160 | 99,394 | +9.9% |
| 2014-03-29 00:11 | 2013-11-22 | Dozier William | Director | SELL | $12.20 | 70,000 | $854,000 | 118,161 | -37.2% |
| 2014-03-25 00:24 | 2014-03-20 | LOVOI JOHN | 10% owner | SELL | $12.90 | 478 | $6,166 | 1,300,879 | 0.0% |
| 2014-03-19 01:37 | 2014-03-14 | LOVOI JOHN | 10% owner | SELL | $12.90 | 28,536 | $368,169 | 1,301,357 | -2.1% |
| 2014-03-13 19:34 | 2014-03-07 | LOVOI JOHN | 10% owner | SELL | $13.01 | 39,617 | $515,405 | 1,329,893 | -2.9% |
| 2014-03-12 01:46 | 2014-03-07 | LOVOI JOHN | 10% owner | SELL | $13.01 | 39,617 | $515,405 | 1,360,293 | -2.8% |
| 2014-02-21 01:33 | 2014-02-19 | LOVOI JOHN | 10% owner | SELL | $12.90 | 100,000 | $1,290,030 | 1,369,510 | -6.8% |
| 2013-12-20 17:43 | 2013-12-03 | LOVOI JOHN | 10% owner | SELL | $12.21 | 213,117 | $2,602,031 | 975,041 | -17.9% |
| 2013-12-06 20:26 | 2013-12-03 | LOVOI JOHN | 10% owner | SELL | $12.21 | 183,117 | $2,235,602 | 1,005,041 | -15.4% |
| 2013-12-03 02:14 | 2013-11-27 | CAGAN LAIRD Q | Director | SELL | $12.09 | 23,191 | $280,458 | 12,788 | -64.5% |
| 2013-11-27 04:28 | 2013-11-22 | Mazzanti Daryl V | Officer - V.P. Operations | OPT+S | $12.20 | 383,233 | $4,675,443 | 291,684 | 0.0% |
| 2013-11-27 03:43 | 2013-11-22 | McDonald Sterling | Officer - VP/CFO | OPT+S | $12.20 | 438,439 | $5,348,956 | 411,740 | 0.0% |
| 2013-11-27 03:42 | 2013-11-22 | Dozier William | Director | OPT+S | $12.20 | 70,000 | $854,000 | 118,197 | 0.0% |
| 2013-11-27 03:41 | 2013-11-22 | Herlin Robert S | Director, Officer, 10% owner - President/CEO | OPT+S | $12.20 | 986,956 | $12,040,863 | 1,220,639 | 0.0% |
| 2013-11-27 03:40 | 2013-11-22 | DiPaolo Edward John | Director | OPT+S | $12.20 | 50,000 | $610,000 | 181,891 | 0.0% |
| 2013-11-27 02:05 | 2013-11-25 | CAGAN LAIRD Q | Director | SELL | $12.12 | 27,056 | $327,827 | 35,979 | -42.9% |
| 2013-11-23 01:57 | 2013-11-20 | CAGAN LAIRD Q | Director | SELL | $12.07 | 26,408 | $318,689 | 63,035 | -29.5% |
| 2013-10-22 01:35 | 2013-10-17 | PENINSULA CAPITAL MANAGEMENT, LP | Director | SELL | $12.14 | 92,153 | $1,119,115 | 900,000 | -9.3% |
| 2013-09-27 01:28 | 2013-09-24 | Herlin Robert S | Director, Officer, 10% owner - President/CEO | SELL | $11.18 | 227,392 | $2,541,560 | 1,220,640 | -15.7% |
| 2013-09-14 01:30 | 2013-09-11 | PENINSULA CAPITAL MANAGEMENT, LP | Director | SELL | $12.00 | 61,794 | $741,528 | 992,153 | -5.9% |
| 2013-09-10 01:09 | 2013-09-05 | PENINSULA CAPITAL MANAGEMENT, LP | Director | SELL | $11.55 | 65,992 | $762,491 | 1,053,947 | -5.9% |
| 2013-07-24 01:34 | 2013-07-19 | PENINSULA CAPITAL MANAGEMENT, LP | Director | SELL | $12.01 | 63,684 | $764,858 | 1,119,939 | -5.4% |
| 2013-07-18 01:40 | 2013-07-15 | PENINSULA CAPITAL MANAGEMENT, LP | Director | SELL | $11.95 | 116,377 | $1,390,240 | 1,183,623 | -9.0% |
| 2013-06-15 00:04 | 2013-06-12 | CAGAN LAIRD Q | Director | SELL | $10.80 | 243 | $2,624 | 76,345 | -0.3% |
| 2013-05-29 01:02 | 2013-05-23 | LOVOI JOHN | 10% owner | BUY | $10.57 | 12,153 | $128,457 | 12,153 | +100.0% |
| 2013-04-12 20:35 | 2013-04-10 | PENINSULA CAPITAL MANAGEMENT, LP | Director | SELL | $10.25 | 206,830 | $2,120,256 | 1,300,000 | -13.7% |
| 2013-03-20 22:05 | 2013-03-19 | Mazzanti Daryl V | Officer - V.P. Operations | SELL | $10.18 | 2,013 | $20,492 | 195,882 | -1.0% |
| 2013-03-20 22:04 | 2013-03-19 | Herlin Robert S | Director, Officer, 10% owner - President/CEO | SELL | $10.19 | 3,648 | $37,181 | 1,317,121 | -0.3% |
| 2013-03-11 23:32 | 2013-03-08 | McDonald Sterling | Officer - VP/CFO | OPT+S | $9.99 | 2,130 | $21,280 | 409,874 | 0.0% |
| 2013-03-08 19:37 | 2013-03-06 | Mazzanti Daryl V | Officer - V.P. Operations | SELL | $9.72 | 488 | $4,744 | 197,895 | -0.2% |
| 2013-03-08 19:35 | 2013-03-06 | Herlin Robert S | Director, Officer, 10% owner - President/CEO | SELL | $9.71 | 993 | $9,637 | 1,320,769 | -0.1% |
| 2013-01-30 23:01 | 2013-01-28 | PENINSULA CAPITAL MANAGEMENT, LP | Director | SELL | $9.50 | 50,000 | $475,000 | 1,506,830 | -3.2% |
| 2013-01-02 21:49 | 2012-12-31 | LOVOI JOHN | 10% owner | BUY | $7.95 | 834 | $6,630 | 1,294,859 | +0.1% |
| 2012-12-31 23:20 | 2012-12-27 | LOVOI JOHN | 10% owner | BUY | $7.95 | 8,027 | $63,815 | 1,294,025 | +0.6% |
| 2012-12-31 23:05 | 2012-12-26 | Mazzanti Daryl V | Officer - V.P. Operations | SELL | $27.71 | 500 | $13,856 | 17,531 | -2.8% |
| 2012-12-28 19:14 | 2012-12-26 | Mazzanti Daryl V | Officer - V.P. Operations | BUY | $7.78 | 6,400 | $49,798 | 198,383 | +3.3% |
| 2012-12-21 00:10 | 2012-12-18 | LOVOI JOHN | 10% owner | BUY | $7.85 | 25,698 | $201,729 | 93,764 | +37.8% |
| 2012-12-21 03:03 | 2012-12-18 | Herlin Robert S | Director, Officer, 10% owner - President/CEO | SELL | $7.85 | 35,000 | $274,750 | 1,321,762 | -2.6% |
| 2012-12-19 14:01 | 2012-12-17 | Mazzanti Daryl V | Officer - VP Operations | BUY | $7.80 | 2,800 | $21,840 | 191,983 | +1.5% |
| 2012-12-14 23:13 | 2012-12-12 | Herlin Robert S | Director, Officer, 10% owner - President/CEO | SELL | $7.90 | 4,437 | $35,052 | 1,356,762 | -0.3% |
| 2012-12-14 23:13 | 2012-12-12 | Mazzanti Daryl V | Officer - V.P. Operations | SELL | $7.89 | 2,156 | $17,020 | 189,183 | -1.1% |
| 2012-12-13 04:29 | 2012-12-10 | LOVOI JOHN | 10% owner | BUY | $7.92 | 165,000 | $1,306,800 | 1,285,998 | +14.7% |
| 2012-12-11 01:29 | 2012-12-10 | PENINSULA CAPITAL MANAGEMENT, LP | Director | SELL | $7.92 | 165,000 | $1,306,800 | 1,556,830 | -9.6% |
| 2012-12-03 20:51 | 2012-11-29 | LOVOI JOHN | 10% owner | BUY | $7.94 | 18,041 | $143,246 | 200,000 | +9.9% |
| 2012-11-29 01:50 | 2012-11-26 | LOVOI JOHN | 10% owner | BUY | $7.80 | 51,169 | $399,297 | 181,959 | +39.1% |
| 2012-11-23 21:53 | 2012-11-20 | LOVOI JOHN | 10% owner | BUY | $7.58 | 25,790 | $195,607 | 130,790 | +24.6% |
| 2012-10-01 23:13 | 2012-09-28 | LOVOI JOHN | 10% owner | BUY | $8.17 | 5,000 | $40,850 | 105,000 | +5.0% |
| 2012-09-17 22:26 | 2012-09-14 | Herlin Robert S | Director, Officer, 10% owner - President/CEO | SELL | $8.40 | 2,740 | $23,026 | 1,361,199 | -0.2% |
How to Interpret $EPM Trades
Not every insider transaction in EVOLUTION PETROLEUM CORP is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $EPM shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.
Data Source & Accuracy for EPM
Insider activity data for EVOLUTION PETROLEUM CORP is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $EPM, allowing you to follow the capital of those with the most intimate knowledge of the company.
UNDERSTANDING THE DATA
FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.
TRADE DATE: The actual day the insider executed the purchase or sale in the market.
INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.
OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.
CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.
TRADE TYPES DEFINITIONS
BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.
SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.
OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.