{
 "as_of": "2026-11-08",
 "cmr": "us-cm-kg/NYSE/EPM",
 "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.",
 "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# EVOLUTION PETROLEUM CORP (NYSE: EPM) — research page\n\nAs of 2026-11-08 · us-cm-kg · record version 1\n\n## Identity and listing\n\nEVOLUTION PETROLEUM CORP is listed on NYSE under ticker EPM, with ISIN US30049A1079 and LEI 549300P9ZXGJZ6SSM116. Its security type is Corporate, its segment is not on the record, its sector is 1311 Crude Petroleum & Natural Gas, and its jurisdiction is United States — Nevada. Its listing status is listed, not halted.\n\n## The disclosure read\n\nThe record holds 42 filings across 23 filing days in the twelve months to 2026-11-08. The median gap between filing days is 12.0 days, against a NYSE median of 6.0 days and a sector median of 6.0 days. The latest filing is a directors_dealings filing dated 2026-11-03, 5 days before the record date, against a NYSE median latency of 4.0 days and a sector median latency of 4.0 days. The NYSE median is 64.0 filings and the sector median is 67.5 filings.\n\n## Auditor\n\nThe auditor of record is Baker Tilly US, LLP, located in Houston, Texas. The record holds no auditor changes.\n\n## Events and halts\n\nThe record holds no listing, delisting or name change lines. The domicile change is not on the record, as EDGAR states no dated change of state of incorporation on a filing line. The segment move is not on the record, as the exchanges' tier transfers are not EDGAR filings. The halt flag is listed, not halted.\n\n## Orderability\n\nThe outcome is not determinable, because the chapter's orderability section carries no client categories and so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, and the chapter is as of 2026-11-04.\n\n## Coverage\n\nNo research houses were found on the investor-relations pages read for this issuer, and the count is 0.\n\n## Open research\n\nThree openly published research notes are on the record, all by Water Tower Research LLC: 2022-04-29, 2022-05-09 and 2022-06-13.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe vintage is sealed. The sealed years that hold the issuer are 2021, 2022, 2023, 2024, 2025 and 2026. The market's earliest sealed date is 2021-01-04, and the live record began on 2026-09-12.\n\n## Sources\n\n12 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://www.sec.gov/files/company_tickers_exchange.json (identity.exchange)\n- https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data (identity.isin)\n- https://data.sec.gov/submissions/CIK0001006655.json (identity.jurisdiction)\n- https://mapping.gleif.org/api/v2/isin-lei/latest/download (identity.lei)\n- https://mcp.us-cm-kg.ai/events/NYSE/EPM (the disclosure lines)\n- https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts (the halt flag)\n- https://www.sec.gov/Archives/edgar/data/1006655/000110465926108258/epm-20260630x10k.htm (the auditor)\n- https://mcp.us-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://www.evolutionpetroleum.com/wp-content/uploads/EPM_Water-Tower-Research-Management-Series-Report_June2022.pdf (open research)\n- https://www.evolutionpetroleum.com/wp-content/uploads/EPM_Water-Tower-Research-Fireside-Chat_April-2022.pdf (open research)\n- https://www.evolutionpetroleum.com/wp-content/uploads/EPM_Initation-of-Coverage-Report_April-2022.pdf (open research)\n- https://mcp.us-cm-kg.ai/record/NYSE/EPM (the record)\n",
 "market": "US",
 "node": "us-cm-kg",
 "numbers": {
  "as_of_depth": {
   "issuer_years_sealed": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "live_record_began": "2026-09-12",
   "node_history_from": "2021-01-04",
   "node_years_sealed": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "record_version": 1,
   "sealed": true
  },
  "auditor": {
   "auditor": {
    "read_by": "EDGAR 10-K cover page iXBRL tag (dei:AuditorName, dei:AuditorLocation, dei:AuditorFirmId, dei:DocumentPeriodEndDate)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/Archives/edgar/data/1006655/000110465926108258/epm-20260630x10k.htm",
    "state": "sourced",
    "value": "Baker Tilly US, LLP"
   },
   "auditor_firm_id": {
    "read_by": "EDGAR 10-K cover page iXBRL tag (dei:AuditorName, dei:AuditorLocation, dei:AuditorFirmId, dei:DocumentPeriodEndDate)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/Archives/edgar/data/1006655/000110465926108258/epm-20260630x10k.htm",
    "state": "sourced",
    "value": "23"
   },
   "auditor_location": {
    "read_by": "EDGAR 10-K cover page iXBRL tag (dei:AuditorName, dei:AuditorLocation, dei:AuditorFirmId, dei:DocumentPeriodEndDate)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/Archives/edgar/data/1006655/000110465926108258/epm-20260630x10k.htm",
    "state": "sourced",
    "value": "Houston, Texas"
   },
   "changes": []
  },
  "cmr": "us-cm-kg/NYSE/EPM",
  "coverage": {
   "count": 0,
   "houses": [],
   "pages_checked": [],
   "read_by": "Perplexity sonar (search) · page read by this rail",
   "read_date": "2026-11-11",
   "since": null,
   "state": "none_found"
  },
  "disclosure": {
   "against": {
    "exchange": {
     "issuers": 3256,
     "median_cadence_gap_days": 6,
     "median_filings": 64,
     "median_latency_days": 4,
     "name": "NYSE"
    },
    "sector": {
     "issuers": 94,
     "median_cadence_gap_days": 6,
     "median_filings": 67.5,
     "median_latency_days": 4,
     "name": "1311 Crude Petroleum & Natural Gas"
    }
   },
   "by_type": {
    "agm_egm": 2,
    "corporate_news": 4,
    "directors_dealings": 19,
    "prospectus": 4,
    "regulatory_filing": 5,
    "results": 8
   },
   "cadence_median_gap_days": 12,
   "filing_days": 23,
   "filings": 42,
   "latency_days": 5,
   "latest": [
    {
     "category": "4",
     "date": "2026-11-03",
     "source": "https://www.sec.gov/Archives/edgar/data/1006655/000145231026000009/xslF345X06/form4-11032026_041101.xml",
     "title": "4",
     "type": "directors_dealings"
    },
    {
     "category": "ARS",
     "date": "2026-10-22",
     "source": "https://www.sec.gov/Archives/edgar/data/1006655/000110465926118163/epm-20260630xars.pdf",
     "title": "ARS — ARS",
     "type": "regulatory_filing"
    },
    {
     "category": "DEF 14A",
     "date": "2026-10-22",
     "source": "https://www.sec.gov/Archives/edgar/data/1006655/000110465926118162/epm-20261203xdef14a.htm",
     "title": "DEF 14A — DEF 14A",
     "type": "agm_egm"
    },
    {
     "category": "4",
     "date": "2026-09-21",
     "source": "https://www.sec.gov/Archives/edgar/data/1006655/000196647026000008/xslF345X06/form4-09212026_040901.xml",
     "title": "4",
     "type": "directors_dealings"
    },
    {
     "category": "4",
     "date": "2026-09-21",
     "source": "https://www.sec.gov/Archives/edgar/data/1006655/000195795226000006/xslF345X06/form4-09212026_040906.xml",
     "title": "4",
     "type": "directors_dealings"
    }
   ],
   "latest_filing_date": "2026-11-03",
   "read": "the node's event lines (list_events_since), as get_filings serves them",
   "source": "https://mcp.us-cm-kg.ai/events/NYSE/EPM",
   "window": {
    "from": "2025-11-08",
    "to": "2026-11-08"
   }
  },
  "identity": {
   "exchange": {
    "read_by": "EDGAR company_tickers_exchange.json (SEC list of exchange-listed filers)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "NYSE"
   },
   "isin": {
    "read_by": "SEC Fails-to-Deliver data (CUSIP for the symbol) · ISIN = US + CUSIP + ISO 6166 check digit",
    "read_date": "2026-10-13",
    "read_date_basis": "last_seen",
    "source": "https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data",
    "state": "sourced",
    "value": "US30049A1079"
   },
   "jurisdiction": {
    "read_by": "EDGAR submissions API (issuer header as filed) (stateOfIncorporation)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001006655.json",
    "state": "sourced",
    "value": "United States — Nevada"
   },
   "lei": {
    "read_by": "GLEIF ISIN-to-LEI mapping file (daily), LEI by exact ISIN",
    "read_date": "2026-11-08",
    "read_date_basis": "the field",
    "source": "https://mapping.gleif.org/api/v2/isin-lei/latest/download (ISIN US30049A1079)",
    "state": "sourced",
    "value": "549300P9ZXGJZ6SSM116"
   },
   "name": {
    "read_by": "EDGAR submissions API (issuer header as filed)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001006655.json",
    "state": "sourced",
    "value": "EVOLUTION PETROLEUM CORP"
   },
   "sector": {
    "read_by": "EDGAR submissions API (issuer header as filed) (SIC code as assigned by the SEC)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001006655.json",
    "state": "sourced",
    "value": "1311 Crude Petroleum & Natural Gas"
   },
   "security_type": {
    "read_by": "EDGAR submissions API (issuer header as filed)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001006655.json",
    "state": "sourced",
    "value": "Corporate"
   },
   "segment": {
    "market": "US",
    "state": "not_on_record"
   },
   "ticker": {
    "read_by": "EDGAR company_tickers_exchange.json (SEC list of exchange-listed filers)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "EPM"
   },
   "website": {
    "market": "US",
    "state": "not_on_record"
   }
  },
  "licensed": {
   "columns": [
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    "entitlement",
    "title",
    "date",
    "source"
   ],
   "rows": [],
   "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded."
  },
  "lifecycle": {
   "delisting": [],
   "domicile_change": {
    "market": "US",
    "reason": "EDGAR states no dated change of state of incorporation on a filing line",
    "state": "not_on_record"
   },
   "listing": [],
   "name_change": [],
   "segment_move": {
    "market": "US",
    "reason": "the exchanges' tier transfers are not EDGAR filings",
    "state": "not_on_record"
   }
  },
  "market": "US",
  "node": "us-cm-kg",
  "numbers_hash": "sha256:647b4dffce67410c8c3a363b5ceeb792ed99a88c37e114ef6f182fa7ea85d24d",
  "open_research": {
   "read_date": "2026-11-11",
   "rows": [
    {
     "date": "2022-06-13",
     "kind": "issuer-sponsored",
     "publisher": "Water Tower Research LLC",
     "read_by": "the note's link answers (200 application/pdf); a document, not read as text",
     "read_date": "2026-11-11",
     "source": "https://www.evolutionpetroleum.com/wp-content/uploads/EPM_Water-Tower-Research-Management-Series-Report_June2022.pdf",
     "state": "sourced",
     "title": "Financial Strength—A Critical Component of Evolution’s Business Model"
    },
    {
     "date": "2022-05-09",
     "kind": "issuer-sponsored",
     "publisher": "Water Tower Research LLC",
     "read_by": "the note's link answers (200 application/pdf); a document, not read as text",
     "read_date": "2026-11-11",
     "source": "https://www.evolutionpetroleum.com/wp-content/uploads/EPM_Water-Tower-Research-Fireside-Chat_April-2022.pdf",
     "state": "sourced",
     "title": "Acquisitions Support Dividend Visibility"
    },
    {
     "date": "2022-04-29",
     "kind": "issuer-sponsored",
     "publisher": "Water Tower Research LLC",
     "read_by": "the note's link answers (200 application/pdf); a document, not read as text",
     "read_date": "2026-11-11",
     "source": "https://www.evolutionpetroleum.com/wp-content/uploads/EPM_Initation-of-Coverage-Report_April-2022.pdf",
     "state": "sourced",
     "title": "Acquisitions Add Scale to Support Growth"
    }
   ],
   "state": "found"
  },
  "orderability": {
   "chapter_as_of": "2026-11-04",
   "client_categories": [],
   "determinable": false,
   "read": {
    "chapter": "https://mcp.us-cm-kg.ai/book/aio.json",
    "door": "https://mcp.us-cm-kg.ai/mcp",
    "tool": "get_orderability"
   },
   "reason": "the chapter's orderability section carries no client_categories: the outcome cannot name its client category",
   "rule_version": "acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1",
   "section": "us.aio.v8"
  },
  "record": {
   "as_of": "2026-11-08",
   "url": "https://mcp.us-cm-kg.ai/record/NYSE/EPM",
   "version": 1
  },
  "schema": "research-numbers v0.1 (USR-01, 2026-11-11)",
  "status": {
   "read_date": "2026-11-08",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts",
   "value": "listed, not halted"
  }
 },
 "numbers_hash": "sha256:647b4dffce67410c8c3a363b5ceeb792ed99a88c37e114ef6f182fa7ea85d24d",
 "path": "/us/NYSE/EPM",
 "schema": "research-page v0.1 (USR-02, 2026-11-11)",
 "sections": [
  {
   "id": "identity",
   "text": "EVOLUTION PETROLEUM CORP is listed on NYSE under ticker EPM, with ISIN US30049A1079 and LEI 549300P9ZXGJZ6SSM116. Its security type is Corporate, its segment is not on the record, its sector is 1311 Crude Petroleum & Natural Gas, and its jurisdiction is United States — Nevada. Its listing status is listed, not halted.",
   "title": "Identity and listing"
  },
  {
   "id": "disclosure",
   "text": "The record holds 42 filings across 23 filing days in the twelve months to 2026-11-08. The median gap between filing days is 12.0 days, against a NYSE median of 6.0 days and a sector median of 6.0 days. The latest filing is a directors_dealings filing dated 2026-11-03, 5 days before the record date, against a NYSE median latency of 4.0 days and a sector median latency of 4.0 days. The NYSE median is 64.0 filings and the sector median is 67.5 filings.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor of record is Baker Tilly US, LLP, located in Houston, Texas. The record holds no auditor changes.",
   "title": "Auditor"
  },
  {
   "id": "events",
   "text": "The record holds no listing, delisting or name change lines. The domicile change is not on the record, as EDGAR states no dated change of state of incorporation on a filing line. The segment move is not on the record, as the exchanges' tier transfers are not EDGAR filings. The halt flag is listed, not halted.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "The outcome is not determinable, because the chapter's orderability section carries no client categories and so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, and the chapter is as of 2026-11-04.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "No research houses were found on the investor-relations pages read for this issuer, and the count is 0.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "Three openly published research notes are on the record, all by Water Tower Research LLC: 2022-04-29, 2022-05-09 and 2022-06-13.",
   "title": "Open research"
  },
  {
   "id": "licensed",
   "text": "Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.",
   "title": "Licensed"
  },
  {
   "id": "depth",
   "text": "The vintage is sealed. The sealed years that hold the issuer are 2021, 2022, 2023, 2024, 2025 and 2026. The market's earliest sealed date is 2021-01-04, and the live record began on 2026-09-12.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "12 source pages are named on this page; every value above carries its own source page and read date in the numbers.",
   "title": "Sources"
  }
 ],
 "sources": [
  {
   "for": "identity.exchange",
   "source": "https://www.sec.gov/files/company_tickers_exchange.json"
  },
  {
   "for": "identity.isin",
   "source": "https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data"
  },
  {
   "for": "identity.jurisdiction",
   "source": "https://data.sec.gov/submissions/CIK0001006655.json"
  },
  {
   "for": "identity.lei",
   "source": "https://mapping.gleif.org/api/v2/isin-lei/latest/download"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.us-cm-kg.ai/events/NYSE/EPM"
  },
  {
   "for": "the halt flag",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts"
  },
  {
   "for": "the auditor",
   "source": "https://www.sec.gov/Archives/edgar/data/1006655/000110465926108258/epm-20260630x10k.htm"
  },
  {
   "for": "the orderability chapter",
   "source": "https://mcp.us-cm-kg.ai/book/aio.json"
  },
  {
   "for": "open research",
   "source": "https://www.evolutionpetroleum.com/wp-content/uploads/EPM_Water-Tower-Research-Management-Series-Report_June2022.pdf"
  },
  {
   "for": "open research",
   "source": "https://www.evolutionpetroleum.com/wp-content/uploads/EPM_Water-Tower-Research-Fireside-Chat_April-2022.pdf"
  },
  {
   "for": "open research",
   "source": "https://www.evolutionpetroleum.com/wp-content/uploads/EPM_Initation-of-Coverage-Report_April-2022.pdf"
  },
  {
   "for": "the record",
   "source": "https://mcp.us-cm-kg.ai/record/NYSE/EPM"
  }
 ],
 "title": "EVOLUTION PETROLEUM CORP (EPM) — research page",
 "writer": {
  "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers",
  "engine": "claude-haiku-5-5"
 }
}