SCHEDULE: Larson Family Investment Trust Discloses 5.1% Stake in Amplify Energy Corp.

Sentiment:

Beneficial Ownership Disclosure


The Irrevocable Larson Family Investment Trust has disclosed a 5.1% beneficial ownership stake in Amplify Energy Corp.'s common stock.

Summary

  • The Irrevocable Larson Family Investment Trust reported beneficial ownership of 2,041,000 shares of Amplify Energy Corp. common stock.
  • This ownership represents 5.1% of the company's outstanding common stock.
  • The trust holds sole voting power over 2,031,500 shares and shared voting power over 9,500 shares.
  • The trust also holds sole dispositive power over 2,031,500 shares and shared dispositive power over 9,500 shares.
  • The filing indicates that the securities were not acquired or held for the purpose of changing or influencing control of the issuer, other than activities solely in connection with a nomination under Rule 240.14a-11.

Sentiment

Score: 6

Explanation: The disclosure of a significant beneficial ownership stake by an investment trust is generally viewed as a neutral to slightly positive signal, indicating a long-term investment interest, even if passive. The ability to nominate directors adds a potential for future engagement.

Positives

  • A significant beneficial ownership stake by an investment trust can signal confidence in the company's long-term prospects.
  • The trust's certification indicates a generally passive investment approach, which may reduce concerns about immediate disruptive activist actions, while retaining the ability for director nominations.

Negatives

  • NA

Risks

  • NA

Future Outlook

The filing does not provide forward-looking statements or guidance regarding Amplify Energy Corp.'s future operations or financial performance. It solely discloses beneficial ownership.

Industry Context

This filing is a standard disclosure of a significant ownership stake in a publicly traded energy company. It does not provide specific insights into broader industry trends or competitive dynamics beyond the ownership structure of Amplify Energy Corp.

Stakeholder Impact

  • Shareholders: The disclosure identifies a new significant shareholder, which can influence market perception and potentially future governance discussions, particularly given the allowance for director nominations.

Key Dates

DateDescription
07/02/2025Date of event which requires filing of this statement
07/23/2025Date of signature for the filing

Keywords

Amplify Energy Corp., Schedule 13G, Beneficial Ownership, Investment Trust, Common Stock, Energy Sector, Shareholder Disclosure

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