SCHEDULE: Empery Asset Management Discloses 9.99% Stake in Robin Energy

Empery Asset Management and Ryan M. Lane report a 9.99% beneficial ownership stake in Robin Energy Ltd., including shares from warrants, subject to a 9.99% ownership blocker.

Summary

• Empery Asset Management, LP and Ryan M. Lane (collectively, the "Reporting Persons") have filed a Schedule 13G, disclosing beneficial ownership of Robin Energy Ltd.'s Common Shares.
• The Reporting Persons collectively beneficially own 306,574 Common Shares, representing 9.99% of the class.
• This ownership includes 5,502 Common Shares issuable upon the exercise of warrants (the "Warrants").
• The percentage is calculated based on an aggregate of 3,063,308 Common Shares outstanding, which includes 2,805,746 shares outstanding as of December 23, 2025 (after a 1:5 reverse common share split) and 257,562 shares issued upon warrant exercise on December 31, 2025.
• A "Blocker" provision in the Warrants prevents the Reporting Persons from exercising Warrants if it would result in beneficial ownership exceeding 9.99% of the outstanding Common Shares.
• Due to this Blocker, the Reporting Persons were not able to exercise all of their Warrants as of the event date.
• The securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of Robin Energy Ltd.

Sentiment

Score: 5

Explanation: The filing is a factual disclosure of beneficial ownership, indicating a neutral sentiment. While a significant institutional stake can be positive, the filing itself does not contain performance-related information to sway sentiment significantly.

Positives

• A significant institutional investor, Empery Asset Management, LP, has taken a 9.99% stake in Robin Energy Ltd., which can be viewed as a vote of confidence in the company.
• The filing explicitly states that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control, indicating a passive investment intent.

Negatives

• The "Blocker" provision limits the Reporting Persons' ability to increase their ownership beyond 9.99% through warrant exercise, potentially capping their future influence or upside from additional share accumulation.

Risks

• The existence of a 9.99% ownership "Blocker" on warrant exercise means the Reporting Persons cannot increase their stake beyond this threshold, which could limit their ability to exert greater influence or capitalize on further investment opportunities in Robin Energy Ltd.

Future Outlook

The filing does not provide forward-looking statements or guidance from Robin Energy Ltd. The Reporting Persons have certified that their acquisition and holding of securities are in the ordinary course of business and not for the purpose of changing or influencing the control of the issuer.

Management Comments

• "By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under §§ 240.14a-11."

Industry Context

This Schedule 13G filing represents a standard disclosure by an institutional investor acquiring a significant, passive stake (5% or more) in a publicly traded company. Such filings are common and provide transparency regarding large ownership positions, often signaling investor confidence without indicating an intent for active corporate governance changes.

Stakeholder Impact

• Shareholders: The disclosure of a significant stake by an institutional investor like Empery Asset Management could be perceived positively, potentially boosting investor confidence in Robin Energy Ltd.'s prospects.
• Company Management: Awareness of a large, passive institutional holder may influence strategic considerations, though the stated intent is not to influence control.

Key Dates

Keywords

Robin Energy Ltd., Empery Asset Management, Ryan M. Lane, Schedule 13G, beneficial ownership, common shares, warrants, investment, passive investment, SEC filing