Stock Trading Canary

United States · SEC Form 4 · Snapshot date: 2026-10-19 · Built: 2026-10-19 · 中文

← United States · Coverage record

US · SEC FORM 4

MACH NATURAL RESOURCES LP

MNR · NYSE · CIK 0001980088 · Energy · Oil & Gas E&P

INSIDER SIGNAL

69.9 / 100

2 buyers · 3 purchase transaction lines · $2.4M gross purchase

WHY THIS SIGNAL?

Buyer breadthLow
Purchase sizeStrong
RoleStrong
RecencyModerate
ConvictionStrong
Score anatomy

Each bar shows the contribution to the current score; the weights and formula stay unchanged.

Cluster+14.0 / 35
Purchase size+20.3 / 25
Role+20.0 / 20
Recency+5.7 / 10
Conviction+10.0 / 10

What is holding the score back?

  • ⚠ Cluster breadth is moderate · 2 insider(s), not 4+
  • ✓ Role scores high · most senior buyer: Director,TenPercentOwner,Other; TenPercentOwner

Purchase-size comments are relative to the model scale. Average daily volume is a separate market-context diagnostic.

US-v1.2 ranks qualifying equity purchases under the current 180-day rules. The score is a research priority, not a return forecast or probability. Backtests have not shown that a higher US score is followed by better returns.

Purchase breadth & concentration

QUALIFYING BUYERS2
PURCHASE CONCENTRATION84%Largest buyer: WARD TOM L. · $2.0M
CLUSTER BUYING · 15D2 insidersPeak activity: 2026-09-14–2026-09-15

Roles in the peak window: Director,TenPercentOwner,Other; TenPercentOwner, See Remarks. Concentration uses priced qualifying P lines only and does not change the saved score.

Insider activity timeline

Owner lanes show the latest 180 days. Symbol shape identifies the transaction type; sales remain context only.

AprMayJunJulAugSepOct
IKAV General Partner S.a r.l.; VEPU Inc.TenPercentOwner
○
BAYOU CITY ENERGY MANAGEMENT LLC; McMullen William WallaceDirector,TenPercentOwner,Other; TenPercentOwner
●
WARD TOM L.See Remarks
●
● Purchase▼ Sale○ Other

—

SIGNAL HISTORY

69.9 / 100

Latest recorded score

↓ -0.1 ptsversus the previous recorded snapshot
  1. 70.5
  2. 70.4
  3. 70.2
  4. 70.0
  5. 69.9

Only scores saved when a full US scoring run completed are shown; gaps are not reconstructed.

Recent Form 4 activity

16Purchases
2Sales
14Other Form 4 lines
23SEC filings · 365 days
BUYING3 qualifying P line(s) · 180 days
SELLING0 sale line(s) · context only
OTHER1 exercise / withholding / award / gift / other lines
10b5-1 / PLANNEDNot assessed

P is an open-market or private purchase. S is a sale. M, F, A and G usually describe exercises, tax withholding, awards and gifts. These categories remain visually separate.

Market context

Market context provides additional background on recent price performance and risk. It does not affect the Insider Signal.

Price performance

1M
-14.6%
3M
-17.4%
6M
-15.2%
12M
-18.8%

Volatility & liquidity

Volatility
29.9%
Beta
—
Avg daily value
USD 7.0M

Valuation

Market cap
USD 1.8B
P/E
12.5×

Fundamentals

Profit margin
12.2%
ROE
—
Industry
Oil & Gas E&P

Market data

Price data up to: 2026-10-11 · Price source: OpenBB/yfinance; volume from price cache (yfinance) · From SEC filings: Market cap, P/E, Profit margin · Fiscal year ended: 2025-12-31 · Market cap is the shares outstanding stated on the filing cover multiplied by the latest close. Share count date: 2026-07-31 · Status: PASS

Short interest

Short interest is external context reported to FINRA by broker-dealers. It does not affect the Insider Signal.

Shares short
879,372
Previous report
579,786
Avg daily volume
1,025,063
Days to cover
≤ 1.0

FINRA settlement date: 2026-09-30 · Captured 2026-10-12 · FINRA equity short interest ↗. A share count, published about a week after each of two settlement dates a month; not a percentage of shares outstanding.

Historical equity purchases

Qualifying code P transactions in the local Form 4 history, including purchases outside the current signal window.

Transaction dateReporting ownerTypeSecuritySharesAvg. priceApprox. valueSource
2026-09-15BAYOU CITY ENERGY MANAGEMENT LLC; McMullen William WallacePurchase (P)Common Units34,514USD 11.27USD 388,902SEC filing ↗
2026-09-14WARD TOM L.Purchase (P)Common Units172,413USD 11.60USD 1,999,991SEC filing ↗
2026-04-13WARD TOM L.Purchase (P)Common Units76,628USD 13.05USD 999,995SEC filing ↗
2026-03-23BAYOU CITY ENERGY MANAGEMENT LLC; BCE-Mach Aggregator LLC; McMullen William WallacePurchase (P)Common Units3,215USD 13.63USD 43,820SEC filing ↗
2026-03-20Burn ChristopherPurchase (P)Common Units1,000USD 13.85USD 13,850SEC filing ↗
2026-03-20BAYOU CITY ENERGY MANAGEMENT LLC; BCE-Mach Aggregator LLC; McMullen William WallacePurchase (P)Common Units2,500USD 14.00USD 35,000SEC filing ↗
2026-03-19Burn ChristopherPurchase (P)Common Units1,000USD 14.07USD 14,070SEC filing ↗
2026-03-19BAYOU CITY ENERGY MANAGEMENT LLC; BCE-Mach Aggregator LLC; McMullen William WallacePurchase (P)Common Units3,570USD 14.00USD 49,980SEC filing ↗
2025-12-09BAYOU CITY ENERGY MANAGEMENT LLC; BCE-Mach Aggregator LLC; McMullen William WallacePurchase (P)Common Units17,500USD 12.32USD 215,600SEC filing ↗
2025-12-08BAYOU CITY ENERGY MANAGEMENT LLC; BCE-Mach Aggregator LLC; McMullen William WallacePurchase (P)Common Units12,500USD 12.53USD 156,625SEC filing ↗
2025-11-26WARD TOM L.Purchase (P)Common Units40,000USD 11.63USD 465,200SEC filing ↗
2025-11-25WARD TOM L.Purchase (P)Common Units43,660USD 11.45USD 499,907SEC filing ↗
2025-11-17WARD TOM L.Purchase (P)Common Units41,740USD 11.98USD 500,045SEC filing ↗
2025-11-14WARD TOM L.Purchase (P)Common Units41,630USD 12.01USD 499,976SEC filing ↗
2025-11-14BAYOU CITY ENERGY MANAGEMENT LLC; BCE-Mach Aggregator LLC; McMullen William WallacePurchase (P)Common Units4,608USD 11.85USD 54,605SEC filing ↗

Form 4 evidence

32 transaction lines in the latest 365-day window; 70 in local history.

DateOwnerTypeSecuritySharesAvg. priceApprox. valueSource
2026-09-15BAYOU CITY ENERGY MANAGEMENT LLC; McMullen William WallacePurchase (P)Common Units34,514USD 11.27USD 388,902SEC filing ↗
2026-09-14WARD TOM L.Purchase (P)Common Units172,413USD 11.60USD 1,999,991SEC filing ↗
2026-05-15IKAV General Partner S.a r.l.; VEPU Inc.J (J)Common Units1,422,476USD 14.06USD 20,000,013SEC filing ↗
Show recent Form 4 evidence (30 grouped rows)
DateOwnerTypeSecuritySharesAvg. priceApprox. valueSource
2026-09-15BAYOU CITY ENERGY MANAGEMENT LLC; McMullen William WallacePurchase (P)Common Units34,514USD 11.27USD 388,902SEC filing ↗
2026-09-14WARD TOM L.Purchase (P)Common Units172,413USD 11.60USD 1,999,991SEC filing ↗
2026-05-15IKAV General Partner S.a r.l.; VEPU Inc.J (J)Common Units1,422,476USD 14.06USD 20,000,013SEC filing ↗
2026-04-13WARD TOM L.Purchase (P)Common Units76,628USD 13.05USD 999,995SEC filing ↗
2026-04-08IKAV General Partner S.a r.l.; VEPU Inc.Sale (S)Common Units5,557,679USD 12.81USD 71,193,868SEC filing ↗
2026-04-08KAYNE ANDERSON CAPITAL ADVISORS LP; Sabinal Energy Operating, LLCJ (J)Common Units3,442,321USD 12.81USD 44,096,132SEC filing ↗
2026-03-23BAYOU CITY ENERGY MANAGEMENT LLC; BCE-Mach Aggregator LLC; McMullen William WallacePurchase (P)Common Units3,215USD 13.63USD 43,820SEC filing ↗
2026-03-20Burn ChristopherPurchase (P)Common Units1,000USD 13.85USD 13,850SEC filing ↗
2026-03-20BAYOU CITY ENERGY MANAGEMENT LLC; BCE-Mach Aggregator LLC; McMullen William WallacePurchase (P)Common Units2,500USD 14.00USD 35,000SEC filing ↗
2026-03-19Burn ChristopherPurchase (P)Common Units1,000USD 14.07USD 14,070SEC filing ↗
2026-03-19BAYOU CITY ENERGY MANAGEMENT LLC; BCE-Mach Aggregator LLC; McMullen William WallacePurchase (P)Common Units3,570USD 14.00USD 49,980SEC filing ↗
2026-02-11WHITE KEVIN R.Tax withholding (F)Common Units5,627USD 12.62USD 71,013SEC filing ↗
2026-02-11Reel Michael ETax withholding (F)Common Units2,532USD 12.62USD 31,954SEC filing ↗
2026-02-09WHITE KEVIN R.Award / grant (A)Common Units11,886USD 12.62USD 150,001SEC filing ↗
2026-02-09Reel Michael EAward / grant (A)Common Units5,151USD 12.62USD 65,006SEC filing ↗
2026-02-09KAYNE ANDERSON CAPITAL ADVISORS LP; Sabinal Energy Operating, LLCJ (J)Common Units227,547USD 14.56USD 3,313,084SEC filing ↗
2026-01-01Burn ChristopherAward / grant (A)Common Units13,587USD 11.04USD 150,000SEC filing ↗
2025-12-09BAYOU CITY ENERGY MANAGEMENT LLC; BCE-Mach Aggregator LLC; McMullen William WallacePurchase (P)Common Units17,500USD 12.32USD 215,600SEC filing ↗
2025-12-08BAYOU CITY ENERGY MANAGEMENT LLC; BCE-Mach Aggregator LLC; McMullen William WallacePurchase (P)Common Units12,500USD 12.53USD 156,625SEC filing ↗
2025-11-26WARD TOM L.Purchase (P)Common Units40,000USD 11.63USD 465,200SEC filing ↗
2025-11-25WARD TOM L.Purchase (P)Common Units43,660USD 11.45USD 499,907SEC filing ↗
2025-11-17WARD TOM L.Purchase (P)Common Units41,740USD 11.98USD 500,045SEC filing ↗
2025-11-14WARD TOM L.Purchase (P)Common Units41,630USD 12.01USD 499,976SEC filing ↗
2025-11-14BAYOU CITY ENERGY MANAGEMENT LLC; BCE-Mach Aggregator LLC; McMullen William WallacePurchase (P)Common Units4,608USD 11.85USD 54,605SEC filing ↗
2025-10-28WHITE KEVIN R.Tax withholding (F)Common Units10,107USD 12.46USD 125,933SEC filing ↗
2025-10-28WARD TOM L.Tax withholding (F)Common Units10,722USD 12.46USD 133,596SEC filing ↗
2025-10-28Reel Michael ETax withholding (F)Common Units2,692USD 12.46USD 33,542SEC filing ↗
2025-10-28Perich Stephen CAward / grant (A)Common Units12,039USD 12.46USD 150,006SEC filing ↗
2025-10-28KEATING FRANK AAward / grant (A)Common Units12,039USD 12.46USD 150,006SEC filing ↗
2025-10-28Giesinger Edgar R. JR.Award / grant (A)Common Units12,039USD 12.46USD 150,006SEC filing ↗

Multiple price lines in one filing are grouped and share-weighted. Price and value are blank when a grouped filing line lacks price evidence.

Snapshot & identity

Snapshot date2026-10-19
Ranking versionUS-v1.2
Data qualityPASS ELIGIBLE · —
TickerMNR
CIK0001980088
SectorEnergy
IndustryOil & Gas E&P Yahoo Finance
SEC SIC1311 Crude Petroleum & Natural Gas
ExchangeNYSE

Data coverage

Local Form 4 history70 transaction lines from 2023-10-27 to 2026-09-15
29 P purchase lines · 4 S sale lines · 37 other lines
SEC company submissionsOpen SEC filings ↗

Local ledger as of 2026-10-19. Mapping status is an audit field and does not erase SEC filing evidence.