SCHEDULE: Amplify Energy: Coghill Group Boosts Stake to 8.9%

A group led by Clint D. Coghill, a director of Amplify Energy Corp., increased its beneficial ownership in the company to 8.9% through recent share purchases.

Summary

• Reporting persons, including Stoney Lonesome HF LP, Coghill Capital Management LLC, Drake Helix Holdings, LLC, CDC Financial, Inc., and Clint D. Coghill, collectively beneficially own 3,589,757 shares of Amplify Energy Corp. common stock.
• This represents approximately 8.9% of the 40,466,053 shares outstanding as of August 1, 2025.
• Stoney Lonesome HF LP directly owns 3,504,347 shares (8.7%), purchased for approximately $19,653,735.
• Drake Helix Holdings, LLC directly owns 83,000 shares (0.2%), purchased for approximately $519,357.
• Clint D. Coghill directly owns 2,410 shares (0.01%), purchased for approximately $16,750.
• Recent purchases by Stoney Lonesome HF LP include 117,420 shares on August 12, 2025, at a weighted average price of $3.6929; 167,086 shares on August 13, 2025, at $3.8763; and 65,494 shares on August 14, 2025, at $3.8888.
• The reporting persons entered into a Joint Filing Agreement on August 14, 2025.

Sentiment

Score: 7

Explanation: The increased stake by an insider group, including a director, suggests strong confidence in the company's value and future prospects. This is generally viewed as a positive signal by investors, indicating alignment of interests and potential belief in undervaluation or future growth.

Positives

• Increased beneficial ownership by a director (Clint D. Coghill) and associated entities, potentially signaling confidence in the company's future.
• Clint D. Coghill, an existing director, received 41,922 restricted stock units, aligning his interests further with shareholders.

Risks

• The shares were purchased with working capital, which may include margin loans, introducing leverage risk to the reporting persons' investment.

Future Outlook

The filing does not provide explicit forward-looking statements or guidance from Amplify Energy Corp. management. However, the increased stake by a director and associated entities may imply a positive long-term outlook from their perspective.

Management Comments

• Clint D. Coghill, President and sole shareholder of CDC Financial, Inc., and a director of Amplify Energy Corp., signed the filing on behalf of all reporting persons, certifying the information is true, complete, and correct.

Industry Context

This filing indicates a significant increase in a director's and associated entities' stake in Amplify Energy Corp., an independent oil and natural gas company. Such an increase by an insider group can be viewed positively by the market, suggesting confidence in the company's prospects within the volatile energy sector, especially given current commodity price trends.

Comparison to Industry Standards

• The filing primarily details beneficial ownership and recent share purchases by an insider group. It does not provide operational or financial results of Amplify Energy Corp. that would allow for a direct comparison to industry standards or global benchmarks for performance metrics. The focus is on the investment activity of the reporting persons rather than the issuer's operational performance.

Corporate Governance

Stakeholder Impact

• Shareholders: The increased insider ownership may be perceived positively, signaling confidence and potentially aligning management/director interests more closely with shareholders.

Next Steps

• The 41,922 restricted stock units awarded to Mr. Coghill are expected to vest on the first anniversary of the grant date (July 1, 2026), provided he remains a director.

Key Dates

Recommendation

The filing indicates a substantial increase in beneficial ownership by an insider group, including a director, which is generally a positive signal of confidence. However, a Schedule 13D primarily reports ownership changes and does not provide new operational or financial performance data for Amplify Energy Corp. Without additional fundamental analysis of the company's financial health, strategic direction, and industry position, a 'hold' recommendation is prudent. The increased insider stake suggests potential long-term value, but investors should await further company-specific news or financial disclosures before making a 'buy' decision.

Keywords

Amplify Energy Corp, AEC, Schedule 13D, Beneficial Ownership, Clint D. Coghill, Stoney Lonesome HF LP, Coghill Capital Management, Drake Helix Holdings, CDC Financial, Insider Buying, Shareholder Activism, Energy Sector, Oil and Gas