SCHEDULE: Riley Exploration Permian Stakeholder Updates Ownership

Amendment No. 6 to Schedule 13D details updated beneficial ownership percentages for Yorktown Energy Partners and Riley Exploration Group in Riley Exploration Permian, Inc.

Summary

• This filing is an amendment to a previous Schedule 13D, updating information regarding beneficial ownership of Riley Exploration Permian, Inc. common stock.
• Riley Exploration Group, LLC (REXG) holds 715,219 shares, representing 3.32% of the outstanding common stock.
• Yorktown Energy Partners IX, L.P. (Yorktown IX) and its related entities beneficially own 1,205,087 shares, or 5.59% of the outstanding stock.
• Yorktown Energy Partners X, L.P. (Yorktown X) and its related entities beneficially own 1,611,498 shares, or 7.47% of the outstanding stock.
• The total outstanding shares of common stock as of March 2, 2026, were 21,567,428.
• The amendment reflects pro rata in-kind distributions from REXG, including 1,000,000 shares of common stock distributed to Yorktown IX and Yorktown X, and other investors.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral, primarily an administrative update on ownership stakes and distributions without significant new strategic information or financial performance indicators.

Positives

• The filing clarifies ownership stakes, providing transparency for investors.
• In-kind distributions suggest potential strategic movements or rebalancing of assets among related entities.

Negatives

• The complex web of entities and disclaimers of beneficial ownership can obscure the true control and influence over the shares.

Risks

• The disclaimers of beneficial ownership by various Yorktown entities and their managers, except to the extent of their pecuniary interests, could lead to future disputes or regulatory scrutiny regarding control.
• The reliance on the REXG LLC Agreement for control over a majority of the Board of Managers of REXG by Yorktown entities indicates a concentrated control structure that could be a risk if not managed appropriately.

Future Outlook

The filing does not contain forward-looking statements or guidance. It primarily reports on current beneficial ownership and recent share distributions.

Management Comments

• Each Reporting Person disclaims beneficial ownership of the reported Common Stock except to the extent of such Reporting Person's pecuniary interest therein, and this statement shall not be deemed an admission that such Reporting Person is the beneficial owner of the reported Common Stock for the purposes of Section 13(d) of the Exchange Act or any other purpose.
• The managers of Yorktown IX Associates LLC disclaim beneficial ownership of the securities owned by REXG.
• The managers of Yorktown X Associates LLC disclaim beneficial ownership of the securities owned by Yorktown X and REXG.

Industry Context

StockSavvy.ai notes that Schedule 13D filings are crucial for tracking significant ownership changes and potential shifts in control within publicly traded companies, particularly in sectors like energy where capital structures can be complex.

Corporate Governance

Related Party Transactions

• Pro rata in-kind distributions of Riley Exploration Permian, Inc. common stock from Riley Exploration Group, LLC (REXG) to Yorktown Energy Partners IX, L.P. (Yorktown IX) and Yorktown Energy Partners X, L.P. (Yorktown X).

Stakeholder Impact

• Shareholders: Increased transparency regarding significant ownership stakes and potential influence by Yorktown entities.
• Management of Riley Exploration Permian: May need to engage with or consider the influence of the Yorktown entities given their substantial beneficial ownership and control over REXG.
• Creditors: No direct impact indicated, as the filing focuses on equity ownership.

Next Steps

• Monitor future filings for any further changes in beneficial ownership or strategic actions by the reporting persons.
• Observe any potential impact of these ownership adjustments on Riley Exploration Permian's corporate governance or strategic direction.

Key Dates

Keywords

Schedule 13D, Riley Exploration Permian, Yorktown Energy Partners, Beneficial Ownership, SEC Filing, Common Stock, REXG, Amendment