{"schema_version":"secwatch.filing_event.v1","accession":"0001558370-25-010526","form_type":"8-K","ticker":"EPM","cik":"0001006655","company_name":"EVOLUTION PETROLEUM CORP","filed_at":"2025-08-06T23:59:59+00:00","discovered_at":"2026-05-14T18:02:43.117515+00:00","generated_at":"2026-05-17T18:48:15.771286+00:00","sec_items":["2.01","7.01","9.01"],"event_type":"m_and_a","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Evolution Petroleum closes $17M mineral/royalty acquisition in SCOOP/STACK, Oklahoma","bullets":["Acquisition of ~5,500 net royalty acres in Grady and Canadian Counties, Oklahoma for ~$17M cash, funded from cash on hand and credit facility.","Net production ~420 BOE/d (54% gas, 15% oil, 31% NGLs) with >650 undrilled locations, providing 10+ years drilling inventory.","Immediately accretive to cash flow per share; expects to receive most cash flow from effective date (May 1) to closing within 90 days.","High-quality operators include Camino Natural Resources, Canvas Energy, Coterra Energy, Mach Resources, Validus Energy.","CEO Kelly Loyd says deal sets foundation for diversified growth and supports dividend strategy."],"urls":{"canonical":"https://secwatch.observer/filing/0001558370-25-010526","json":"https://secwatch.observer/filing/0001558370-25-010526.json","markdown":"https://secwatch.observer/filing/0001558370-25-010526.md","text":"https://secwatch.observer/filing/0001558370-25-010526.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1006655/000155837025010526/0001558370-25-010526-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1006655/000155837025010526/epm-20250804x8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T18:48:15.771286+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"bf33b2a87b5e2eec6c1c2b77daa97e16cbfe55f8","claim":"EVOLUTION PETROLEUM CORP completed an acquisition involving a non-affiliated private seller for approximately $17.0 million (closed 2025-08-04).","evidence_excerpt":"On August 4, 2025, Evolution Petroleum Corporation (the “Company” or “Evolution”), completed the acquisition of certain mineral and royalty interests in the SCOOP/STACK area of Oklahoma from a non-affiliated private seller (the “Transaction”) in a cash transaction valued at approximately $17.0 million, subject to customary post-closing adjustments.","evidence_source":"SEC 8-K Item 2.01/5.01","evidence_url":"https://www.sec.gov/Archives/edgar/data/1006655/000155837025010526/0001558370-25-010526-index.htm","confidence":0.9}],"comparable_filings":[{"accession":"0001213900-26-063775","ticker":"ESAB","company_name":"ESAB Corp","filed_at":"2026-06-02T10:41:21+00:00","headline":"ESAB completes $1.45B acquisition of Eddyfi Technologies","event_type":"m_and_a","sec_items":["2.01","3.02","5.03","3.03","7.01","8.01","9.01"],"materiality_score":0.8,"calibrated_materiality_score":0.8,"match_reasons":["same fact type: ma_transaction","same SEC item: 2.01, 7.01, 9.01","same event type: m_and_a","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001213900-26-063775","json":"https://secwatch.observer/filing/0001213900-26-063775.json","markdown":"https://secwatch.observer/filing/0001213900-26-063775.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1877322/000121390026063775/0001213900-26-063775-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1877322/000121390026063775/ea0292710-8k_esab.htm"},"side_by_side_evidence":{"fact_type":"ma_transaction","source_excerpt":"On August 4, 2025, Evolution Petroleum Corporation (the “Company” or “Evolution”), completed the acquisition of certain mineral and royalty interests in the SCOOP/STACK area of Oklahoma from a non-affiliated private seller (the “Transaction”) in a cash transaction valued at approximately $17.0 million, subject to customary post-closing adjustments.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1006655/000155837025010526/0001558370-25-010526-index.htm","comparable_excerpt":"Québec and a wholly owned indirect subsidiary of the Company (the “ Purchaser ”), acquired\nall of the issued and outstanding shares of Eddyfi from the vendors for cash equal to $1.45 billion, subject to customary purchase price\nadjustments set forth in the Purchase Agreement relating to cash, indebtedness, transaction expenses, and net working capital of Eddyfi,\nits","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1877322/000121390026063775/0001213900-26-063775-index.htm"}},{"accession":"0001574085-26-000093","ticker":"BHR","company_name":"Braemar Hotels & Resorts Inc.","filed_at":"2026-06-01T20:11:33+00:00","headline":"Braemar completes sale of Park Hyatt Beaver Creek for $176M; repays $86.25M convertible notes","event_type":"m_and_a","sec_items":["2.01","7.01","8.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: ma_transaction","same SEC item: 2.01, 7.01, 9.01","same event type: m_and_a","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001574085-26-000093","json":"https://secwatch.observer/filing/0001574085-26-000093.json","markdown":"https://secwatch.observer/filing/0001574085-26-000093.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1574085/000157408526000093/0001574085-26-000093-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1574085/000157408526000093/bhr-20260526.htm"},"side_by_side_evidence":{"fact_type":"ma_transaction","source_excerpt":"On August 4, 2025, Evolution Petroleum Corporation (the “Company” or “Evolution”), completed the acquisition of certain mineral and royalty interests in the SCOOP/STACK area of Oklahoma from a non-affiliated private seller (the “Transaction”) in a cash transaction valued at approximately $17.0 million, subject to customary post-closing adjustments.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1006655/000155837025010526/0001558370-25-010526-index.htm","comparable_excerpt":"On May 26, 2026, Ashford BC LP and Ashford TRS BC LLC (together “Seller”), indirect subsidiaries of Braemar Hotels & Resorts Inc. (the “Company”), completed the sale of the Park Hyatt Beaver Creek Resort & Spa located in Avon, Colorado (the “Hotel”) pursuant to an Agreement of Purchase and Sale, dated as of April 27, 2026, by and among Seller and Apres Owner, LLC, as purchaser, for $176 million in cash, subject to customary pro-rations and adjustments.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1574085/000157408526000093/0001574085-26-000093-index.htm"}},{"accession":"0001104659-26-068666","ticker":"THR","company_name":"Thermon Group Holdings, Inc.","filed_at":"2026-06-01T13:24:24+00:00","headline":"CECO Environmental completes acquisition of Thermon Group; THR shares delisted from NYSE","event_type":"m_and_a","sec_items":["1.02","2.01","3.01","3.03","5.01","5.02","7.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: ma_transaction","same SEC item: 2.01, 7.01, 9.01","same event type: m_and_a","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-068666","json":"https://secwatch.observer/filing/0001104659-26-068666.json","markdown":"https://secwatch.observer/filing/0001104659-26-068666.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1489096/000110465926068666/0001104659-26-068666-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1489096/000110465926068666/tm2616040d1_8k.htm"},"side_by_side_evidence":{"fact_type":"ma_transaction","source_excerpt":"On August 4, 2025, Evolution Petroleum Corporation (the “Company” or “Evolution”), completed the acquisition of certain mineral and royalty interests in the SCOOP/STACK area of Oklahoma from a non-affiliated private seller (the “Transaction”) in a cash transaction valued at approximately $17.0 million, subject to customary post-closing adjustments.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1006655/000155837025010526/0001558370-25-010526-index.htm","comparable_excerpt":"On June 1, 2026 (the \"Closing Date\"), following approval by the stockholders of both CECO and Thermon at an annual meeting and special meeting, respectively, held on May 27, 2026, the Mergers and the other transactions contemplated by the Merger Agreement (collectively, the \"Transactions\") were consummated.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1489096/000110465926068666/0001104659-26-068666-index.htm"}},{"accession":"0001493152-26-025709","ticker":"NNE","company_name":"Nano Nuclear Energy Inc.","filed_at":"2026-05-29T10:30:26+00:00","headline":"Nano Nuclear acquires STS for up to $13M, adds nuclear logistics and $7.1M revenue","event_type":"m_and_a","sec_items":["1.01","2.01","3.02","5.02","7.01","9.01"],"materiality_score":0.7,"calibrated_materiality_score":0.7,"match_reasons":["same fact type: ma_transaction","same SEC item: 2.01, 7.01, 9.01","same event type: m_and_a","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001493152-26-025709","json":"https://secwatch.observer/filing/0001493152-26-025709.json","markdown":"https://secwatch.observer/filing/0001493152-26-025709.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1923891/000149315226025709/0001493152-26-025709-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1923891/000149315226025709/form8-k.htm"},"side_by_side_evidence":{"fact_type":"ma_transaction","source_excerpt":"On August 4, 2025, Evolution Petroleum Corporation (the “Company” or “Evolution”), completed the acquisition of certain mineral and royalty interests in the SCOOP/STACK area of Oklahoma from a non-affiliated private seller (the “Transaction”) in a cash transaction valued at approximately $17.0 million, subject to customary post-closing adjustments.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1006655/000155837025010526/0001558370-25-010526-index.htm","comparable_excerpt":"“STS Acquisition”). The closing of the STS Acquisition occurred on May 22, 2026 (the “Closing Date”). Pursuant\nto the Purchase Agreement, the Buyer Parties agreed to pay up to $13.0 million in total consideration for STS, consisting of (i) approximately\n$6.0 million in cash (the “Closing Cash Consideration”), subject to adjustment under certain conditions within 180","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1923891/000149315226025709/0001493152-26-025709-index.htm"}},{"accession":"0001628280-26-038647","ticker":"TBN","company_name":"Tamboran Resources Corp","filed_at":"2026-05-28T14:23:42+00:00","headline":"Tamboran completes acquisition of Falcon subsidiaries, now holds ~2.8M net acres in Beetaloo","event_type":"m_and_a","sec_items":["2.01","3.02","7.01","8.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: ma_transaction","same SEC item: 2.01, 7.01, 9.01","same event type: m_and_a","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-038647","json":"https://secwatch.observer/filing/0001628280-26-038647.json","markdown":"https://secwatch.observer/filing/0001628280-26-038647.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1997652/000162828026038647/0001628280-26-038647-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1997652/000162828026038647/trc-20260528.htm"},"side_by_side_evidence":{"fact_type":"ma_transaction","source_excerpt":"On August 4, 2025, Evolution Petroleum Corporation (the “Company” or “Evolution”), completed the acquisition of certain mineral and royalty interests in the SCOOP/STACK area of Oklahoma from a non-affiliated private seller (the “Transaction”) in a cash transaction valued at approximately $17.0 million, subject to customary post-closing adjustments.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1006655/000155837025010526/0001558370-25-010526-index.htm","comparable_excerpt":"Exploration and Production South Africa (Pty) Ltd, a company incorporated under the laws of South Africa. In exchange for the Subject Interests, Tamboran (a) issued to Falcon 6,537,503 shares (the “ Stock Consideration ”) of its common stock, par value $0.001 per share (the “ Tamboran Common Stock ”), and (b) paid $23,663,080 in cash (the “ Cash Consideration","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1997652/000162828026038647/0001628280-26-038647-index.htm"}},{"accession":"0001079973-26-000713","ticker":"NNUP","company_name":"NOCOPI TECHNOLOGIES INC/MD/","filed_at":"2026-05-21T11:05:14+00:00","headline":"Nocopi acquires Polymeric assets for $2.65M; appoints Gregory Babe as Executive Director of Operations","event_type":"m_and_a","sec_items":["1.01","2.01","3.02","7.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: ma_transaction","same SEC item: 2.01, 7.01, 9.01","same event type: m_and_a","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001079973-26-000713","json":"https://secwatch.observer/filing/0001079973-26-000713.json","markdown":"https://secwatch.observer/filing/0001079973-26-000713.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/888981/000107997326000713/0001079973-26-000713-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/888981/000107997326000713/nnup_8k.htm"},"side_by_side_evidence":{"fact_type":"ma_transaction","source_excerpt":"On August 4, 2025, Evolution Petroleum Corporation (the “Company” or “Evolution”), completed the acquisition of certain mineral and royalty interests in the SCOOP/STACK area of Oklahoma from a non-affiliated private seller (the “Transaction”) in a cash transaction valued at approximately $17.0 million, subject to customary post-closing adjustments.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1006655/000155837025010526/0001558370-25-010526-index.htm","comparable_excerpt":"contemplated thereby (the “ Closing ”) occurred simultaneously on May 18, 2026 (the\n“ Closing Date ”). Pursuant to the Asset Purchase Agreement, the aggregate\nconsideration was $2,650,000 (the “ Purchase Price ”), which consisted of (a) $1,900,000 in cash (the “ Cash\nConsideration ”), subject to customary working capital adjustments and other reductions described","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/888981/000107997326000713/0001079973-26-000713-index.htm"}},{"accession":"0001767258-26-000043","ticker":"XPEL","company_name":"XPEL, Inc.","filed_at":"2026-05-20T12:45:10+00:00","headline":"XPEL invests ~$110M in San Antonio facility and China manufacturing; reaffirms 2028 margin targets","event_type":"m_and_a","sec_items":["1.01","2.01","2.03","7.01","9.01"],"materiality_score":0.8,"calibrated_materiality_score":0.8,"match_reasons":["same fact type: ma_transaction","same SEC item: 2.01, 7.01, 9.01","same event type: m_and_a","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001767258-26-000043","json":"https://secwatch.observer/filing/0001767258-26-000043.json","markdown":"https://secwatch.observer/filing/0001767258-26-000043.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1767258/000176725826000043/0001767258-26-000043-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1767258/000176725826000043/xpel-20260515.htm"},"side_by_side_evidence":{"fact_type":"ma_transaction","source_excerpt":"On August 4, 2025, Evolution Petroleum Corporation (the “Company” or “Evolution”), completed the acquisition of certain mineral and royalty interests in the SCOOP/STACK area of Oklahoma from a non-affiliated private seller (the “Transaction”) in a cash transaction valued at approximately $17.0 million, subject to customary post-closing adjustments.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1006655/000155837025010526/0001558370-25-010526-index.htm","comparable_excerpt":"had previously assigned its rights under the real estate purchase agreement for the Properties to Harvest. The aggregate purchase price for the Properties was approximately $60,400,000. Building Loan In connection with the Acquisition, on May 15, 2026, Harvest entered into a loan agreement (the “Building Loan”) with PNC Bank, National Association (the","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1767258/000176725826000043/0001767258-26-000043-index.htm"}},{"accession":"0001104659-26-064095","ticker":"RCAT","company_name":"Red Cat Holdings, Inc.","filed_at":"2026-05-20T10:35:26+00:00","headline":"Red Cat closes acquisition of Quaze Technologies for ~$21M in stock plus up to $5M earnout","event_type":"m_and_a","sec_items":["2.01","3.02","7.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: ma_transaction","same SEC item: 2.01, 7.01, 9.01","same event type: m_and_a","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-064095","json":"https://secwatch.observer/filing/0001104659-26-064095.json","markdown":"https://secwatch.observer/filing/0001104659-26-064095.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/748268/000110465926064095/0001104659-26-064095-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/748268/000110465926064095/tm2615163d1_8k.htm"},"side_by_side_evidence":{"fact_type":"ma_transaction","source_excerpt":"On August 4, 2025, Evolution Petroleum Corporation (the “Company” or “Evolution”), completed the acquisition of certain mineral and royalty interests in the SCOOP/STACK area of Oklahoma from a non-affiliated private seller (the “Transaction”) in a cash transaction valued at approximately $17.0 million, subject to customary post-closing adjustments.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1006655/000155837025010526/0001558370-25-010526-index.htm","comparable_excerpt":"consideration consisting of 1,923,308 shares (the “Closing Shares”) of the Company’s common stock,\npar value $0.001 per share (“Common Stock”), which represents approximately $21 million of Closing Shares based on the twenty\n(20) day volume-weighted price of the Common Stock on The Nasdaq Capital Market as of May 18, 2026. The closing consideration","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/748268/000110465926064095/0001104659-26-064095-index.htm"}}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}