Yorktown Energy Partners XI, L.P.

10% owner Yorktown Energy Partners XI sells 216,154 shares across 6 transactions (Mar 25-27) for $1.8M at $8.22 avg; holds 1.01M shares post-sale (-17.6%)

Yorktown Energy Partners XI, a 10% owner of Ramaco Resources, executed 6 separate sales totaling 216,154 shares for $1,776,897.66 at a blended average price of $8.22 over three trading days (March 25–27). This represents a -17.6% reduction in the filer's equity stake. The sales occurred as the stock trades at $8.38 (current price), down -49.8% from its 52-week high of $16.69 and down -12.5% over the prior 30 days. The company's fundamentals show a net loss of $239,000.00 on revenue of $167,411,000.00 in the latest quarter, with an elevated P/E ratio of 76.18. The filer's cross-ticker track record shows a 90d well-timed rate of 15.38% on 20 prior sells, but at this same ticker (METC), all prior measurable outcomes remain inconclusive as the five prior trades occurred within the last week (March 20–24). The substantial reduction in holdings amid significant recent price weakness warrants investor scrutiny.

Yorktown Energy Partners XI sells 254,547 shares for $2.2M as METC tumbles 46.8% from 52-week high

Yorktown Energy Partners XI, a 10% owner, executed 6 separate sales totaling 254,547 shares for $2,231,316.69 over March 20–24, reducing its holdings by 19.5% from 1,306,951 to 1,052,404 shares at a blended average price of $8.77. The timing context is material: the stock trades at $8.89 (current price), down 46.8% from its 52-week high of $16.70, and has fallen 8.0% over 30 days and 11.9% over 90 days. Yorktown's prior 5 sales at this same ticker all showed positive 90-day returns (ranging +6.3% to +34.0%), with 0 of 5 well-timed at the 90-day mark—a pattern of selling into strength rather than weakness. Cross-ticker, Yorktown's 20 prior open-market sells averaged 90-day returns of +12.4%, also indicating historically poorly-timed exit decisions. The company's fundamentals show net income of $-239,000.00 on $167.4M quarterly revenue, with annual revenue contraction of 3.9% and a P/E of 80.82, suggesting the decline may reflect operational concerns rather than noise.

Yorktown Energy Partners XI sold 1,000,000 shares of ARIS at $27.70 on 2025-03-17; retains 9,304,608 shares post-transaction.

Yorktown Energy Partners XI, a 10% owner, executed a sale of 1,000,000 shares (1.00M shares) for $27,700,000.00 ($27.7M), reducing holdings by 9.7% to 9,304,608 shares (9.30M shares). The transaction occurred at $27.70 per share while the stock's current price is $31.85, placing the sale price 13.0% below the current level and at the 52-week high, though recent momentum has been strong: +15.0% over 30 days and +33.2% over 90 days. Notably, the FLAG indicates this filing involves a derivative-conversion transaction with additional derivative holdings not yet populated in Table II, meaning the reported 9.30M shares post-transaction does not represent the insider's total position. The sale should be framed as a partial disposition of a specific batch rather than a position exit. Given the strong recent price appreciation, modest holding reduction (still retaining over 9.3M shares), and the presence of unaccounted derivative holdings, the significance is moderate.