Insider Trading April 1, 2026

Luminus Management Disposes of Nearly 1.9 Million Battalion Oil Shares in $8.6M Transaction

Ten percent holder and director converts preferred stock, sells common shares and surrenders swap positions amid volatile BATL trading

By Sofia Navarro BATL
Luminus Management Disposes of Nearly 1.9 Million Battalion Oil Shares in $8.6M Transaction
BATL

Luminus Management LLC, a roughly 10% holder and director at Battalion Oil Corp (BATL), sold 1,890,481 common shares across March 30-31, 2026, realizing about $8.6 million. The activity included conversion of preferred stock into common shares and the relinquishment of cash-settled total return swap rights. The transactions occurred as the company’s shares experienced steep short-term declines and trade within a wide 52-week range.

Key Points

  • Luminus Management sold 1,890,481 common shares of Battalion Oil across March 30-31, 2026, raising approximately $8.6 million; the trades were executed in multiple transactions.
  • The firm converted 7,803 shares of Series A-2 Redeemable Convertible Preferred Stock into 1,800,000 common shares and relinquished rights to cash-settled total return swaps covering 144,621 notional shares at $13.78.
  • Battalion Oil completed a roughly $60.1 million sale of West Quito Draw assets, acquired additional Ward County assets in exchange for 485,000 shares, raised $15 million via private placement, and secured a new gas treating agreement to expand processing capacity.

Luminus Management LLC, which holds about a ten percent stake in Battalion Oil Corp (BATL) and a director seat, disposed of 1,890,481 shares of common stock over two days at the end of March 2026, generating approximately $8.6 million in proceeds.

The sales took place on March 30 and March 31 and were executed in multiple tranches. On March 30, Luminus sold 681,105 shares at an average price of $5.59, yielding $3,807,376. The per-share prices for those trades ranged between $5.52 and $5.74.

On March 31, the firm completed further sales totaling 1,209,377 shares across two separate transactions. Those shares exchanged hands at prices between $3.62 and $4.84, with weighted average sale prices of $3.85 and $4.33 for the respective transactions. The March 31 activity produced proceeds of $4,817,761.

Concurrently with the March 30 trades, Luminus converted 7,803 shares of Series A-2 Redeemable Convertible Preferred Stock into 1,800,000 shares of common stock. The conversion led to the issuance of 1.8 million common shares to Luminus Energy Partners in line with provisions in the company’s Certificate of Incorporation.

In addition to the open-market sales and the preferred conversion, Luminus relinquished its rights to certain cash-settled total return swaps tied to Battalion Oil common stock. Those selling agreements covered 144,621 notional shares at a specified price of $13.78.

The timing of Luminus’s transactions coincided with notable market movement in Battalion Oil’s shares. The stock has declined 31% over the past week to $3.85, and its 52-week trading range stretches from a low of $1.00 to a high of $29.70. The firm’s share price has broadly exhibited high price volatility during the period reported.


Recent corporate actions and financing

Separately from Luminus’s activity, Battalion Oil has been active in restructuring assets and financing. The company completed the sale of its West Quito Draw oil and natural gas assets in Ward County, Texas, to MCM Delaware Resources, LLC for approximately $60.1 million. Those assets represented roughly 12.4% of Battalion Oil’s estimated proved reserves as of the end of 2024.

Battalion also completed an acquisition of oil and gas assets in Ward County, Texas from RoadRunner Resource Holding LLC, with the transaction involving 485,000 shares of common stock. To bolster liquidity, the company raised $15 million through a private placement with an institutional investor, a deal that was facilitated by Roth Capital Partners.

Operationally, Battalion addressed a production constraint by securing a new gas treating agreement with a large-cap midstream provider, a step the company said substantially increases daily gas processing capacity.


Takeaways

  • Luminus Management reduced its direct common-stock position in Battalion Oil and converted preferred shares into common shares, increasing common share issuance to Luminus Energy Partners as specified in Battalion’s governing documents.
  • The firm also gave up rights to certain cash-settled total return swaps tied to Battalion common shares.
  • These capital and operational moves come while Battalion’s share price has experienced pronounced volatility and after a sequence of asset sales, acquisitions, and a private placement.

Risks

  • High short-term share-price volatility - Battalion’s stock declined 31% over the prior week to $3.85 and has a 52-week range of $1.00 to $29.70, which can affect equity valuations and trading liquidity (impacts: equity markets and energy sector).
  • Potential dilution from equity issuances and preferred conversions - the conversion of preferred stock into 1.8 million common shares increases common share count (impacts: existing shareholders and capital structure).
  • Reliance on asset sales and private placement proceeds for balance-sheet management - recent transactions such as the $60.1 million sale and the $15 million private placement indicate dependence on financing and asset dispositions (impacts: corporate finance and upstream oil and gas operations).

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