Form 4: Director Bryan Lawrence Adjusts REPX Holdings

Riley Exploration Permian Director Bryan H. Lawrence contributed 250,000 shares of common stock to Combo Resources, LLC in exchange for Class B Units.

Summary

• Bryan H. Lawrence, a Director of Riley Exploration Permian, Inc. (REPX), reported a change in beneficial ownership.
• On November 21, 2025, Lawrence contributed 250,000 shares of REPX common stock, with a par value of $0.001 per share, to Combo Resources, LLC, a Delaware limited liability company.
• In exchange for the shares, Lawrence received 870,000 Class B Units of membership interest in Combo Resources, LLC.
• Following this transaction, Lawrence directly owns 15,761 shares of REPX common stock.
• He also has indirect beneficial ownership of 1,715,219 shares through Riley Exploration Group, LLC (REG), 390,860 shares through Yorktown Energy Partners X, L.P. (Yorktown X), and 1,784,113 shares through Yorktown Energy Partners XI, L.P. (Yorktown XI).
• Lawrence disclaims beneficial ownership of the indirectly held securities except to the extent of his pecuniary interest therein.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral event. It represents an internal restructuring of a director's holdings rather than a direct market transaction indicating confidence or lack thereof in the company's immediate prospects.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that insider transactions, particularly those involving restructuring of ownership among related entities, are common in the energy sector, especially among private equity-backed companies like those associated with Yorktown Energy Partners. These filings provide transparency into how key executives and directors manage their holdings, though this specific transaction appears to be an internal re-allocation rather than a market-driven sale or purchase.

Related Party Transactions

• The transaction involves Bryan H. Lawrence, a Director of REPX, contributing shares to Combo Resources, LLC.
• Lawrence is a member and a manager of Yorktown IX Associates LLC, the general partner of Yorktown IX Company LP, which is the general partner of Yorktown Energy Partners IX, L.P. (Yorktown IX). Yorktown IX and Yorktown Energy Partners X, L.P. (Yorktown X) together control Riley Exploration Group, LLC (REG), which indirectly owns REPX shares.
• Lawrence is also a member and a manager of Yorktown X Associates LLC, the general partner of Yorktown X Company LP, which is the general partner of Yorktown X, which directly owns REPX shares.
• Furthermore, Lawrence is a member and a manager of Yorktown XI Associates LLC, the general partner of Yorktown XI Company LP, which is the general partner of Yorktown Energy Partners XI, L.P. (Yorktown XI), which directly owns REPX shares.
• The contribution to Combo Resources, LLC in exchange for membership units indicates a restructuring of his personal and associated entity holdings, highlighting the interconnectedness of his various investment vehicles with REPX.

Stakeholder Impact

• Shareholders: Minimal direct impact as this is an internal restructuring of a director's holdings, not a market sale or purchase. It provides transparency regarding insider ownership structure but does not inherently signal a change in company value or strategy.

Key Dates

Recommendation

This Form 4 filing details an internal restructuring of a director's beneficial ownership and does not provide new information regarding the company's operational performance, financial health, or strategic direction that would warrant a change in investment recommendation. It is a routine disclosure of an insider transaction that does not reflect a direct market buy or sell decision based on new company-specific insights.

Keywords

Riley Exploration Permian, REPX, Form 4, Insider Transaction, Beneficial Ownership, Bryan H. Lawrence, Director, Stock Contribution, Combo Resources LLC, Yorktown Energy Partners