secwatch / observer

INFINITY NATURAL RESOURCES, INC. — fact timeline

Source-grounded facts extracted from INFINITY NATURAL RESOURCES, INC.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

INR INFINITY NATURAL RESOURCES, INC. JSON
Material Agreements

INFINITY NATURAL RESOURCES, INC. amended Fifth Amendment to Credit Agreement with the lenders party thereto and Citibank, N.A., as administrative agent, collateral agent and issuing bank (effective 2026-06-22).

“On June 22, 2026, Infinity Natural Resources, LLC, a Delaware limited liability company (“INR Holdings”), a subsidiary of Infinity Natural Resources, Inc. (the “Company”), entered into that certain Fifth Amendment to Credit Agreement (the “Amendment”), which amends that certain Credit Agreement, dated as of September 25, 2024, by and among INR Holdings, the lenders from time to time party thereto and Citibank, N.A., as the administrative agent, collateral agent and an issuing bank (as previously amended, the “Existing Agreement” and, as amended by the Amendment, the “Credit Agreement”).”
Shareholder Votes

INFINITY NATURAL RESOURCES, INC. shareholders approved Approval, pursuant to NYSE Rule 312.03, of the issuance of shares of Class A common stock upon conversion of shares of Series A Convertible Preferred Stock or otherwise issued pursuant to the Securities Purchase Agreement and the corresponding Certificate of Designation at the 2026-06-09 meeting.

“Proposal 5. To approve, pursuant to NYSE Rule 312.03, the issuance of shares of Class A common stock upon the conversion of shares of Series A Convertible Preferred Stock, or otherwise issued pursuant to the Securities Purchase Agreement and the corresponding Certificate of Designation: For Against Abstain Broker Non-Votes 70,707,702 332,588 4,940 1,343,514”
Shareholder Votes

INFINITY NATURAL RESOURCES, INC. shareholders approved Ratification of the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026 at the 2026-06-09 meeting.

“Proposal 4. To ratify the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026: For Against Abstain 71,608,697 779,811 236”
Shareholder Votes

INFINITY NATURAL RESOURCES, INC. shareholders approved Recommendation, by a non-binding advisory vote, of the frequency of future advisory votes to approve the compensation of the Company's named executive officers at the 2026-06-09 meeting.

“Proposal 3. To recommend, by a non-binding advisory vote, the frequency of future advisory votes to approve the compensation of the Company's named executive officers: Every One Year Every Two Years Every Three Years Abstain Broker Non-Votes 71,032,634 1,390 6,229 4,977 1,343,514”
Shareholder Votes

INFINITY NATURAL RESOURCES, INC. shareholders approved Approval, by a non-binding advisory vote, of the compensation of the Company's named executive officers at the 2026-06-09 meeting.

“Proposal 2. To approve, by a non-binding advisory vote, the Company's named executive officer compensation: For Against Abstain Broker Non-Votes 67,036,003 2,484,190 1,525,037 1,343,514”
Shareholder Votes

INFINITY NATURAL RESOURCES, INC. shareholders approved Election of eight directors to the Board for terms expiring at the 2027 Annual Meeting of Stockholders at the 2026-06-09 meeting.

“Proposal 1. To elect eight directors to the Board for terms expiring at the 2027 Annual Meeting of Stockholders: For Withheld Broker Non-Votes Zack Arnold 70,996,650 48,580 1,343,514 Steven Cobb 70,994,712 50,518 1,343,514 Katherine M. Gallagher 62,070,854 8,974,376 1,343,514 Scott Gieselman 70,960,415 84,815 1,343,514 Steven D. Gray 70,991,255 53,975 1,343,514 Scott McNeill 71,001,813 43,417 1,343,514 David Poole 68,319,094 2,726,136 1,343,514 William J. Quinn 70,994,762 50,468 1,343,514”
Earnings Releases

INFINITY NATURAL RESOURCES, INC. reported the quarter ended March 31, 2026 results: net income narrowed net loss to $6.3 million, or $0.28 per share of Class A common stock.

“On May 12, 2026, Infinity Natural Resources, Inc. (the "Company") issued a press release announcing its financial and operating results for the quarter ended March 31, 2026.”
Earnings Releases

INFINITY NATURAL RESOURCES, INC. reported preliminary financial results for first quarter of 2026.

“On April 17, 2026, Infinity Natural Resources, Inc. (the “Company”) issued a press release that includes preliminary financial and operating results for the first quarter of 2026.”
Debt Financings

INFINITY NATURAL RESOURCES, INC. incurred senior notes of $550.0 million aggregate principal amount with U.S. Bank Trust Company, National Association at 7.625% per annum maturing April 1, 2031.

“On March 20, 2026 (the “Closing Date”), Infinity Natural Resources, LLC (the “Issuer”) closed the previously announced private offering of $550.0 million aggregate principal amount of 7.625% senior notes due 2031 (the “Notes”).”
Material Agreements

INFINITY NATURAL RESOURCES, INC. entered into Indenture with U.S. Bank Trust Company, National Association valued at $550.0 million (effective 2026-03-20).

“On March 20, 2026 (the “Closing Date”), Infinity Natural Resources, LLC (the “Issuer”) closed the previously announced private offering of $550.0 million aggregate principal amount of 7.625% senior notes due 2031 (the “Notes”). The Notes were issued under the Indenture, dated as of March 20, 2026 (the “Indenture”), by and among the Issuer, the guarantors party thereto (the “Guarantors”) and U.S. Bank Trust Company, National Association, as trustee (the “Trustee”).”
Earnings Releases

INFINITY NATURAL RESOURCES, INC. updated its Full Year 2026 guidance (initiated).

“Full Year 2026 Outlook • Development capital budget of $450 million to $500 million, including D&C and midstream”
Earnings Releases

INFINITY NATURAL RESOURCES, INC. reported the year ended December 31, 2025 results: net income $64.0 million.

“liquidity was $226.9 million as of December 31, 2025 and $413.1 million as of February 28, 2026 Full Year 2025 Highlights • Delivered 46% growth in total net daily production to 211.8 MMcfe/d, or 35.3 MBoe/d, in 2025 compared to 2024 • Reported net income of $64.0 million 1 • Delivered Adjusted EBITDAX (1) of $261.0 million, representing an Adjusted EBITDAX Margin (1) of $3.38 / Mcf, or $20.26 / Boe, which we believe is the best among our Appalachian Basin peers • Placed 23 wells into sales in 2025 totaling approximately 363,000 lateral feet comprised of (a) 11 oil-weighted wells in the volatile oil window of the Ohio Utica Shale and (b) 12 natural gas-weighted wells in the Marcellus Shale in Pennsylvania • Acquired approximately 6,700 net acres during the year • Generated $261.8 million of net cash provided by operating activities for the year ended December 31, 2025 • Development capi”
Earnings Releases

INFINITY NATURAL RESOURCES, INC. reported the quarter ended December 31, 2025 results: net income $80.4 million.

“nelian”) • Delivered 93% growth in total net daily production to 271.6 MMcfe/d, or 45.3 MBoe/d, in the fourth quarter 2025 compared to the fourth quarter 2024 • Increased natural gas net production 129% compared to fourth quarter 2024 • Reported net income of $80.4 million • Delivered 104% growth in Adjusted EBITDAX (1) to $94.0 million in the fourth quarter 2025 compared to the fourth quarter 2024, representing an Adjusted EBITDAX Margin (1) of $3.76 / Mcf, or $22.58 / Boe, which we believe is the best among our Appalachian Basin peers • Placed 6 wells into sales in the fourth quarter totaling approximately 103,000 lateral feet comprised of (a) 3 oil-weighted wells in the volatile oil window of the Ohio Utica Shale and (b) 3 natural gas-weighted wells in the Marcellus Shale in Pennsylvania • Acquired working interests in our South Bend Field in Pennsylvania (the "South Bend Acquisition"”
Equity Issuances

INFINITY NATURAL RESOURCES, INC. issued 350,000 shares of Series A Convertible Preferred Stock of preferred stock to affiliates of Quantum Capital Group and affiliates of Carnelian Energy Capital Management, L.P. for $1,000 per share for an aggregate purchase price of $350 million.

“defined below) 350,000 shares of newly designated Series A Convertible Preferred Stock of the Company, par value $0.01 per share (the “Series A Preferred Stock”), at a price of $1,000 per share (the “Initial Liquidation Preference”) for an aggregate purchase price of $350 million (the “Preferred Investment”). The Securities Purchase Agreement contains customary”
Governance Changes

INFINITY NATURAL RESOURCES, INC.: Filed Certificate of Designation for Series A Preferred Stock with Secretary of State of Delaware (effective 2026-02-23).

“In connection with the issuance of Series A Preferred Stock, on February 23, 2026, the Company filed the Certificate of Designation with respect to the Series A Preferred Stock with the Secretary of State of the State of Delaware. The Certificate of Designation became effective that same day.”
M&A Transactions

INFINITY NATURAL RESOURCES, INC. completed an acquisition involving Antero Resources Corporation, Antero Minerals LLC and Monroe Pipeline LLC (Upstream Sellers); Antero Midstream LLC, Antero Water LLC and Antero Treatment LLC (Midstream Sellers) for combined cash purchase price of approximately $800 million and ... approximately $400 million (closed 2026-02-23).

“On February 23, 2026, Infinity Natural Resources, LLC (“INR Holdings”) and Northern Oil and Gas Inc. (“Northern” and, together with INR Holdings, the “Buyers”) completed their previously announced acquisitions (the “Antero Acquisitions”) of (i) certain rights, title and interests in upstream oil and gas properties, rights and related assets located in the State of Ohio (the “Upstream Assets”) from Antero Resources Corporation, Antero Minerals LLC and Monroe Pipeline LLC (collectively, the “Upstream Sellers”), pursuant to that certain purchase and sale agreement (the “Upstream Purchase Agreement”), dated December 5, 2025, by and among INR Holdings, Northern and the Upstream Sellers, for a combined cash purchase price of approximately $800 million and (ii) certain gathering, compression and transportation systems, water facilities and systems, equipment and related assets located in the counties of Belmont, Guernsey, Monroe, Noble and Washington, Ohio (the “Midstream Assets” and, togethe”
Material Agreements

INFINITY NATURAL RESOURCES, INC. amended Third Amendment to Credit Agreement with the lenders and Citibank, N.A., as administrative agent (effective 2025-12-05).

“On December 5, 2025, INR Holdings entered into that certain Third Amendment to Credit Agreement (the “Amendment”), which amends that certain Credit Agreement, dated as of September 25, 2024, by and among INR Holdings, the lenders from time to time party thereto and Citibank, N.A., as the administrative agent, collateral agent and an issuing bank (as previously amended, the “Existing Agreement” and, as amended by the Amendment, the “Credit Agreement”).”
Material Agreements

INFINITY NATURAL RESOURCES, INC. entered into Midstream Purchase Agreement with Antero Midstream LLC, Antero Water LLC, and Antero Treatment LLC valued at $400 million (effective 2025-12-05).

“On December 5, 2025, INR Holdings and Northern (collectively, the “Midstream Buyers”) also entered into a purchase and sale agreement (the “Midstream Purchase Agreement” and, together with the Upstream Purchase Agreement, the “Purchase Agreements”) with Antero Midstream LLC, a Delaware limited liability company, Antero Water LLC, a Delaware limited liability company, and Antero Treatment LLC, a Delaware limited liability company (collectively, the “Midstream Sellers” and, together with the Upstream Sellers, the “Sellers”), pursuant to which the Midstream Buyers agreed to jointly purchase from the Midstream Sellers certain gathering, compression and transportation systems, water facilities and systems, equipment and related assets located in the counties of Belmont, Guernsey, Monroe, Noble and Washington, Ohio (the “Midstream Assets” and, together with the Upstream Assets, the “Assets”).”
Material Agreements

INFINITY NATURAL RESOURCES, INC. entered into Upstream Purchase Agreement with Antero Resources Corporation, Antero Minerals LLC, and Monroe Pipeline LLC valued at $800 million (effective 2025-12-05).

“On December 5, 2025, Infinity Natural Resources, LLC (“INR Holdings”) and Northern Oil and Gas Inc. (“Northern” and, together with INR Holdings, the “Upstream Buyers”) entered into a purchase and sale agreement (the “Upstream Purchase Agreement”) with Antero Resources Corporation, a Delaware corporation, Antero Minerals LLC, a Delaware limited liability company and Monroe Pipeline LLC, a Delaware limited liability company (collectively, the “Upstream Sellers”), pursuant to which the Upstream Buyers agreed to jointly purchase from the Upstream Sellers certain rights, title and interests in upstream oil and gas properties, rights and related assets located in the State of Ohio (the “Upstream Assets”).”
Debt Financings

INFINITY NATURAL RESOURCES, INC. amended credit facility of $350,000,000 with Citibank, N.A..

“(the “Company”), entered into that certain First Amendment to Credit Agreement (the “Amendment”), which amends that certain Credit Agreement, dated as of September 25, 2024, by and among INR Holdings, the lenders from time to time party thereto and Citibank, N.A., as the administrative agent, collateral agent and an issuing bank (the “Existing Agreement” and, as amended by the Amendment, the “Credit Agreement”).”
Governance Changes

INFINITY NATURAL RESOURCES, INC.: Amended and restated Bylaws (effective 2025-01-30).

“On January 30, 2025, the Company amended and restated its bylaws (as amended and restated, the “Amended Bylaws”).”
Governance Changes

INFINITY NATURAL RESOURCES, INC.: Amended and restated Certificate of Incorporation to increase authorized capital stock to 400M Class A, 150M Class B, and 50M preferred shares (effective 2025-01-30).

“On January 30, 2025, the Company amended and restated its Certificate of Incorporation (as amended and restated, the “Amended Charter”), which was filed with the Secretary of State of the State of Delaware on January 30, 2025.”

Steven Gray was appointed as Chairman of the Board at INFINITY NATURAL RESOURCES, INC..

“Mr. Gray serves as Chairman of the Board”

Brian Seline was appointed as Director at INFINITY NATURAL RESOURCES, INC..

“Katherine Gallagher, Scott Gieselman, Steven Gray, Sarah James, David Poole and Brian Seline were appointed to the Board of Directors”

David Poole was appointed as Director at INFINITY NATURAL RESOURCES, INC..

“Katherine Gallagher, Scott Gieselman, Steven Gray, Sarah James, David Poole and Brian Seline were appointed to the Board of Directors”

Sarah James was appointed as Director at INFINITY NATURAL RESOURCES, INC..

“Katherine Gallagher, Scott Gieselman, Steven Gray, Sarah James, David Poole and Brian Seline were appointed to the Board of Directors”

Steven Gray was appointed as Director at INFINITY NATURAL RESOURCES, INC..

“Katherine Gallagher, Scott Gieselman, Steven Gray, Sarah James, David Poole and Brian Seline were appointed to the Board of Directors”

Scott Gieselman was appointed as Director at INFINITY NATURAL RESOURCES, INC..

“Katherine Gallagher, Scott Gieselman, Steven Gray, Sarah James, David Poole and Brian Seline were appointed to the Board of Directors”

Katherine Gallagher was appointed as Director at INFINITY NATURAL RESOURCES, INC..

“Katherine Gallagher, Scott Gieselman, Steven Gray, Sarah James, David Poole and Brian Seline were appointed to the Board of Directors”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.