{"filing":{"accession_number":"0001193125-26-231118","cik":"0002104882","ticker":null,"company_name":"EagleRock Land, LLC","form":"8-K","filing_date":"2026-05-19","report_date":null,"primary_document":"d227931d8k.htm","primary_document_url":"https://www.sec.gov/Archives/edgar/data/2104882/000119312526231118/d227931d8k.htm"},"classifications":[{"id":198,"accession_number":"0001193125-26-231118","item_number":"1.01","item_title":null,"event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.75,"reasoning":"EagleRock Land, LLC entered into an underwriting agreement on May 13, 2026, for the offer and sale of 17.3 million Class A shares at $18.50 per share, with an additional 2.595 million shares issued via an exercised option, generating approximately $333.1 million in net proceeds. While this is a registered public offering (not an unregistered private placement), the substantial equity issuance and capital raise are material events that would affect investor assessment. The taxonomy's \"dilutive_issuance\" category emphasizes unregistered sales and PIPEs, but this registered IPO-like offering is the most salient material event disclosed and fits the spirit of equity dilution disclosure, though a registered offering is less typical for this category.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-05-20T02:21:47.766077+00:00","company_name":"EagleRock Land, LLC","ticker":null,"filing_date":"2026-05-19"},{"id":199,"accession_number":"0001193125-26-231118","item_number":"2.01","item_title":null,"event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.95,"reasoning":"The filing discloses completion of a material reorganization transaction on May 15, 2026, involving multiple contributors transferring subsidiaries and assets to OpCo in exchange for OpCo Units and Class B shares, with assumption of the Predecessor Credit Facility. This constitutes a material acquisition/disposition of assets under Item 2.01, restructuring the company's ownership and asset structure in connection with an offering.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-05-20T02:21:47.766077+00:00","company_name":"EagleRock Land, LLC","ticker":null,"filing_date":"2026-05-19"},{"id":201,"accession_number":"0001193125-26-231118","item_number":"3.02","item_title":null,"event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.85,"reasoning":"Item 3.02 discloses unregistered sales of equity securities relying on Section 4(a)(2) exemption. The Warrant Exercise Agreement dated May 4, 2026, involved warrant holders exercising L\u0026E Warrants to purchase units and receiving OpCo Units and Class B shares in redemption, followed by merger transactions resulting in issuance of Class A shares. This constitutes a dilutive equity issuance undertaken outside registered offerings, typical of private placements or restructuring transactions involving equity conversion.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-05-20T02:21:47.766077+00:00","company_name":"EagleRock Land, LLC","ticker":null,"filing_date":"2026-05-19"},{"id":202,"accession_number":"0001193125-26-231118","item_number":"3.03","item_title":null,"event_type":"other_material","event_domain":"catchall","is_material":true,"confidence":0.45,"reasoning":"Item 3.03 discloses a material modification to rights of security holders, with the substance incorporated by reference from Item 5.03. Without access to Item 5.03's content, the specific nature of the modification cannot be determined; however, any material modification to security holder rights is presumptively material to investors. The cross-reference structure prevents precise classification into a more specific event type.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-05-20T02:21:47.766077+00:00","company_name":"EagleRock Land, LLC","ticker":null,"filing_date":"2026-05-19"},{"id":203,"accession_number":"0001193125-26-231118","item_number":"5.02","item_title":null,"event_type":"exec_appointment","event_domain":"governance","is_material":true,"confidence":0.85,"reasoning":"The filing discloses the appointment of six new directors (Richard H. Coats as chairman, and Raj Kumar, Jeff S. Lott, James C. Nelson, Stephanie Reed, and Michael Wallace as board members) on May 13, 2026, expanding the Board from a single director (Greg Pipkin Jr.) to seven members. While the section also covers compensatory arrangements (LTIP, ESPP, CIC Severance Plan) and indemnification agreements, the principal disclosed action is the appointment of multiple directors and the material restructuring of the Board in connection with the Offering.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-05-20T02:21:47.766077+00:00","company_name":"EagleRock Land, LLC","ticker":null,"filing_date":"2026-05-19"},{"id":204,"accession_number":"0001193125-26-231118","item_number":"5.03","item_title":null,"event_type":"other_material","event_domain":"catchall","is_material":false,"confidence":0.75,"reasoning":"This disclosure concerns an amendment and restatement of EagleRock Land's LLC operating agreement (the \"PubCo LLC Agreement\") on May 15, 2026. While Item 5.03 filings are routine administrative disclosures of governance document changes, the filing provides no substantive detail about what was actually amended—only that the document was restated and cross-references a Prospectus. Without disclosure of material changes to voting rights, distributions, management authority, or other economically significant terms, this appears to be a standard governance filing that would not affect a reasonable investor's assessment of the registrant.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-05-20T02:21:47.766077+00:00","company_name":"EagleRock Land, LLC","ticker":null,"filing_date":"2026-05-19"},{"id":205,"accession_number":"0001193125-26-231118","item_number":"7.01","item_title":null,"event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.75,"reasoning":"The filing discloses a press release announcing \"the pricing of the Offering\" on May 13, 2026. While the specific terms are not detailed in the Item 7.01 text itself, the announcement of an offering pricing is a classic signal of a dilutive equity issuance. The furnishing under Regulation FD and the reference to an offering pricing strongly suggest a capital raise that would dilute existing shareholders, consistent with dilutive_issuance classification.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-05-20T02:21:47.766077+00:00","company_name":"EagleRock Land, LLC","ticker":null,"filing_date":"2026-05-19"}]}