Insider Trading February 25, 2026

Bluescape Entity Sells $149K in Riley Exploration Stock as Riley Advances Asset, Dividend and Buyback Plans

Minor insider disposition follows a series of corporate actions by Riley Exploration Permian, including a midstream divestiture, dividend declaration and a $100 million buyback authorization

By Caleb Monroe REPX
Bluescape Entity Sells $149K in Riley Exploration Stock as Riley Advances Asset, Dividend and Buyback Plans
REPX

A Bluescape-affiliated holder disposed of 5,256 shares of Riley Exploration Permian, Inc. (REPX) on February 23, 2026, generating about $149,173 in proceeds. The sale occurred at prices between $28.06 and $28.515, while the stock is trading lower at $27.68 and carries a P/E of 6.81. Following the sale, the seller retains a direct stake of 3,032,653 shares. Separately, Riley Permian closed a roughly $111 million cash sale of midstream assets in Eddy County, New Mexico, declared a $0.40 quarterly dividend, approved a $100 million repurchase program and added Bobby Saadati to its board.

Key Points

  • Bluescape Riley Exploration Holdings LLC sold 5,256 shares of Riley Exploration Permian (REPX) on February 23, 2026, for about $149,173 at prices between $28.06 and $28.515.
  • After the sale, Bluescape Riley Exploration Holdings LLC holds 3,032,653 shares; the ownership chain links back to Bluescape Resources with C. John Wilder, Jr. having directing power as Executive Chairman.
  • Riley Permian finalized a roughly $111 million cash sale of midstream assets in Eddy County, New Mexico; declared a $0.40 quarterly dividend; authorized a $100 million buyback program over 24 months; and appointed Bobby Saadati to the board.

Bluescape Riley Exploration Holdings LLC, a reported 10 percent owner of Riley Exploration Permian, Inc. (NASDAQ: REPX), sold 5,256 shares of Riley Exploration common stock on February 23, 2026. The disposition occurred at trade prices ranging from $28.06 to $28.515 and produced total proceeds of approximately $149,173.

At the time of the filing, Riley Exploration’s shares were trading at $27.68, which is below the range of prices at which the shares were sold. The company’s reported price-to-earnings ratio stands at 6.81.

After completing the sale, Bluescape Riley Exploration Holdings LLC directly holds 3,032,653 shares of Riley Exploration Permian, Inc.


Ownership and governance chain

The filing outlines the corporate ownership and governance structure above Bluescape Riley Exploration Holdings LLC. According to the filing:

  • Bluescape Energy Recapitalization & Restructuring Fund III LP owns 90.06% of the membership interests in Bluescape Riley Holdings.
  • Bluescape Energy Partners III GP LLC serves as the general partner of Bluescape Energy Recapitalization & Restructuring Fund III LP.
  • Bluescape Resources GP Holdings LLC owns 100% of the membership interests of Bluescape Energy Partners III GP LLC.
  • Bluescape Resources Company LLC owns 100% of the membership interests of Bluescape Resources GP Holdings LLC.
  • Mr. C. John Wilder, Jr. is identified as having the power to direct the affairs of Bluescape Resources in his capacity as Executive Chairman.

Recent corporate developments at Riley Exploration Permian

Riley Exploration Permian, Inc. reported several material corporate and financial moves in the same disclosure window. The company completed the sale of midstream infrastructure assets located in Eddy County, New Mexico, to Targa Northern Delaware LLC for approximately $111 million in cash, subject to customary adjustments. That transaction was executed through Riley Exploration - Permian, LLC, a wholly owned subsidiary of the company.

In addition, Riley Permian declared a quarterly cash dividend of $0.40 per share. The dividend is payable on February 5, 2026, to shareholders of record as of January 22, 2026.

The company’s board also authorized a share repurchase program with a capacity of up to $100 million to be carried out over a 24-month period. The program may be executed through open market purchases, block trades or privately negotiated transactions and will be conducted in compliance with federal securities laws.

Finally, Riley Permian added Bobby Saadati to its board of directors as an independent member, effective February 4, 2026. Saadati is noted in the filing as the chief executive officer of IKAV Energy USA.


Context and implications

Combined, the insider sale and Riley Permian’s recent actions - including the midstream asset sale, dividend declaration, buyback authorization and board appointment - represent a cluster of transaction and governance items disclosed in the company filings. The details above summarize the reported transactions and ownership structure without inferring motive or projecting outcomes beyond the information provided in the filings.

Risks

  • The share sale occurred at prices above the current trading price of $27.68, indicating the market is valuing the stock below the sale range at the time of disclosure - this affects equity holders and market participants in the energy and exploration sector.
  • The reported cash sale of midstream assets is subject to customary adjustments, introducing potential variability in the final reported proceeds - relevant to the company’s balance sheet and investors in energy and midstream assets.
  • Execution risk for the $100 million repurchase program exists because the buyback will be carried out through open market purchases, block trades or private transactions and must comply with federal securities laws - affecting the company’s capital allocation and equity markets activity.

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