Bluescape Riley Exploration Holdings LLC

10% owner Bluescape Riley Exploration sold 882,346 shares for $28,529,859.67 on 2 separate days

Bluescape Riley Exploration Holdings LLC, a 10% owner of REPX, executed 2 separate sales totaling 882,346 shares for $28,529,859.67 on March 5–6, 2026, at blended average price $32.33. This represents a 29.9% reduction in post-transaction holdings to 2,068,620 shares from 2,950,966 shares. The sales occurred near the stock's 52-week high of $33.01—current price stands at $33.01 with 30-day and 90-day momentum of +15.1% and +18.7% respectively—suggesting execution at favorable valuation levels. The insider's cross-ticker track record shows 20 prior sells with poorly-timed outcomes (0.00% well-timed rate; average 90d return +15.2% indicates the stock typically rose after prior sales), though measurable 90-day outcomes are not yet available for same-ticker trades at REPX completed February 19 through March 4. The company trades at a low P/E of 4.25 on revenue of $106,852,000 and net income of $16,340,000, but annual revenue growth is negative at -4.4%, warranting attention to whether the substantial liquidation reflects concerns about forward performance.

10% owner Bluescape Riley Exploration sells 81,687 shares across 3 days for $2,421,909.54 at $29.65 avg

Bluescape Riley Exploration Holdings LLC (10% owner) executed 3 separate sales totaling 81,687 shares for $2,421,909.54 on March 2–4, 2026, reducing holdings from 3,032,653 shares to 2,950,966 shares (-2.7%). The insider sold at prices ($29.73, $29.58, $29.65) near the current market price of $29.65, which sits -6.0% from the 52-week high of $31.56. At the same ticker (REPX), this represents the most recent in a pattern of 5 consecutive sell transactions over 16 trading days (Feb 4–20 and now Mar 2–4), with no measurable 90-day outcomes yet available. Cross-ticker track record shows a 33.33% well-timed rate on prior sells (20 sells averaging +0.6% return over 30d and +2.0% over 90d), but this prior timing pattern cannot predict outcomes for this REPX transaction. Fundamental context: REPX shows revenue of $106,852,000.00, net income of $16,340,000.00, and a low P/E of 3.82, though annual revenue growth is negative at -4.4%.

10% owner Bluescape Riley sold 90,449 shares across 2 separate transactions for $2,567,629.26 ($2.6M) at $28.39 blended average.

Bluescape Riley Exploration Holdings LLC executed 2 separate sales totaling 90,449 shares on February 19–20, 2026, reducing its stake by 2.9% from 3.13M to 3.04M shares. The transactions occurred at prices ($28.48 and $28.33) that are marginally above the current market price of $28.30, placing them near recent trading levels within the 52-week range of $22.78–$35.42. The insider's cross-ticker track record shows 20 prior sells with a 100% well-timed rate at the 90-day mark (all of which experienced subsequent declines), suggesting a demonstrated pattern of selling ahead of adverse price movements. However, at this specific ticker (REPX), all 5 prior measurable sales occurred very recently (Feb 2–9, 2026) with outcomes not yet observable at the 90-day horizon. The company trades at a P/E of 6.69 with positive fundamentals (revenue growth +9.4%, net income $16.3M on $106.9M quarterly revenue), so the transaction does not appear to signal distress in underlying operations.

Bluescape Riley (10% owner) sells 317,944 shares for $9.1M across 2 transactions; stake reduced 9.2% to 3.13M shares

Bluescape Riley Exploration Holdings LLC, a 10% owner of REPX, executed 2 separate open-market sales on 2026-02-06 and 2026-02-09, totaling 317,944 shares (317.9K shares) for $9,086,839.27 ($9.1M) at a blended average price of $28.58. This sale reduced the holder's position by 9.2% from 3,451,122 shares (3.45M shares) to 3,133,178 shares (3.13M shares), representing a material but not controlling reduction of the stake. The sales occurred when the stock was trading within its 52-week range at levels substantially above the current price of $27.51, though the company's fundamentals remain intact (P/E 6.50, $106.9M quarterly revenue, $16.3M quarterly net income). The timing of these consecutive daily sales, coupled with the recent pattern of 5 prior REPX sales within the preceding week, warrants observation as a potential shift in the holder's capital allocation strategy.

10% owner Bluescape Riley sells 231,234 shares (6.3% reduction) across 3 days for $6.6M; stock up 16.5% in 90 days post-sale.

Bluescape Riley Exploration Holdings LLC, a 10% stakeholder, executed 3 separate sales totaling 231,234 shares for $6,571,913.32 at a blended average price of $28.42 on February 2–4, 2026, reducing holdings from 3,682,356 to 3,451,122 shares. The timing of these sales is notable given subsequent price action: the stock has gained 16.5% in the 90 days following the transaction and stands at $28.67 currently, just 19.1% below its 52-week high, suggesting the insider exited ahead of a recovery phase rather than into strength. Cross-ticker track record shows a 75.00% well-timed rate on prior sells, indicating consistent pattern recognition, though prior REPX-specific transactions (5 consecutive sells Jan 26–30) have outcomes not yet measurable; no clear predictive signal emerges. The modest 6.3% portfolio reduction and relatively low P/E of 6.78 alongside positive quarterly fundamentals (revenue $106.9M, net income $16.3M, +9.4% annual growth) suggest the sales may reflect liquidity needs or rebalancing rather than fundamental deterioration, though the clustering of five consecutive daily sales immediately preceding this filing warrants close observation of insider intent.

10% owner Bluescape Riley sells 150,400 shares ($4.2M) at $28.09 avg over 3 days; still holds 3.68M shares post-sale.

Bluescape Riley Exploration Holdings LLC, a 10% owner of Riley Exploration Permian (REPX), executed 3 separate sales totaling 150,400 shares for $4,224,185.38 between 2026-01-28 and 2026-01-30 at a blended average price of $28.09. The sales reduced the holder's position by 3.9% to 3,682,356 shares post-transaction. The current price of $28.05 sits -20.8% from the 52-week high of $35.42, and the stock has appreciated 6.2% over the last 30 days and 7.8% over 90 days. The holder's cross-ticker track record shows a 75.00% well-timed rate on 13 prior sells with an average 90-day return of -4.2%, though timing outcomes at REPX specifically remain unmeasurable for these most recent transactions. Fundamentals support a relatively low valuation (P/E of 6.63) with $106.9M quarterly revenue and 9.4% annual revenue growth, suggesting the company is not in distress.

10% Owner Bluescape Riley sells 89,943 shares ($2.5M) across 3 transactions Jan 23–27; retains 3.83M shares post-sale.

Bluescape Riley Exploration Holdings LLC, a 10% owner of REPX, executed 3 separate sales totaling 89,943 shares for $2,482,645.13 between January 23–27, 2026, at a blended average price of $27.60. The sales reduced holdings by 2.3% to 3,832,756 shares, indicating a modest proportional reduction of a substantial ownership stake. The timing of these sales occurs as REPX trades at $27.51, near the blended transaction price but 24.5% below its 52-week high of $36.43; notably, the stock has appreciated 5.9% over the past 30 days. At a P/E of 6.50 and with recent quarterly net income of $16,340,000.00 on revenue of $106,852,000.00, the company shows modest valuation and positive fundamentals. However, Bluescape's prior same-ticker history at REPX—including 5 recent sells (Jan 20, 21, 22, Dec 4–5)—combined with the cross-ticker track record showing a 75.00% well-timed rate on sells, suggests a pattern of regular portfolio activity. The cumulative effect of these sequential sales warrants observation to determine whether they signal a directional shift in the insider's conviction or reflect routine liquidity management of a concentrated holding.

10% owner Bluescape Riley sells 162,114 shares ($4.5M) over 3 days at $27.71 avg; retains 3.92M shares post-sale

Bluescape Riley Exploration Holdings LLC, a 10% owner of REPX, executed three separate sales totaling 162,114 shares for $4,492,398.22 on January 20–22, 2026, at a blended average price of $27.71. The sales represent a 4.0% reduction from the insider's pre-transaction holdings of 4,084,813 shares, leaving a post-transaction position of 3,922,699 shares. At the current price of $27.56, the stock sits 25.8% below its 52-week high of $37.12, though it has appreciated 6.7% over the past 30 days. The company carries a strong P/E of 6.52 and reported net income of $16,340,000.00 on revenue of $106,852,000.00 in the latest quarter. The insider's prior five trades at REPX—all sells executed in September and early December 2025—were well-timed at the 90-day mark (2 of 2 measurable sales preceded stock declines); however, those three most recent December sales remain too recent for 90-day outcome assessment, and the broader cross-ticker track record shows a 75.00% 90-day well-timed rate with an average 90d return of −4.2% after sales.

Bluescape Riley (10% owner) sells 208,907 shares over 3 days for $5.8M; still holds 4.16M post-sale

Bluescape Riley Exploration Holdings LLC, a 10% shareholder, executed 3 separate sales totaling 208,907 shares for $5,797,117.10 across December 3–5, 2025, at prices ranging from $27.56 to $28.12 (blended average $27.75). The insider retained 4,157,327 shares post-transaction, representing a 4.8% reduction in holdings. The current stock price of $27.80 sits within the 3-day transaction range and reflects only a modest position reduction for a material shareholder. Reviewing prior REPX sales (September 2025 and April 2024), the insider's recent September sales have exhibited negative 30-day returns (-5.0%, -5.6%, -4.1%), while a more distant April 2024 sale showed mixed 90-day timing; this latest December filing occurs in the context of a stock that is -25.1% from its 52-week high of $37.12 yet up 9.4% over the past 30 days, presenting ambiguous directional signals for the transaction's timeliness.

Bluescape Riley Exploration Holdings LLC (10% owner) sold 135,116 shares in 3 transactions for $3,809,676.01 at $28.20 blended average.

Bluescape Riley Exploration Holdings LLC, a 10% shareholder, executed three separate sales totaling 135,116 shares for $3,809,676.01 on September 23–25, 2025, at prices ranging from $28.09 to $28.25 and a blended average of $28.20. The transaction reduced the filer's stake by 3.0%, from 4,521,767 to 4,386,651 shares, while the stock trades at $28.00 current price, 24.6% below its 52-week high of $37.12. The filer's one prior open-market sale at REPX (April 2024) was followed by a 90-day return of +8.1%, indicating the prior sale was poorly timed relative to subsequent price appreciation; the current filing's timing cannot yet be assessed. Fundamentally, REPX reports a P/E of 5.97 with revenue of $85.4M and net income of $30.5M in the latest quarter, suggesting a valuation floor, though the stock's -24.6% distance from its 52-week high and modest 30-day decline of -1.1% warrant monitoring of near-term sentiment.