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Form 8-K

sec.gov

8-K — INFINITY NATURAL RESOURCES, INC.

Accession: 0002029118-26-000073

Filed: 2026-07-15

Period: 2026-07-13

CIK: 0002029118

SIC: 1311 (CRUDE PETROLEUM & NATURAL GAS)

Item: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers

Item: Regulation FD Disclosure

Item: Financial Statements and Exhibits

Documents

8-K — inr-20260713.htm (Primary)

EX-99.1 (inr-pressreleasedirectorap.htm)

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

__________________________

FORM 8-K

__________________________

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): July 13, 2026

__________________________

INFINITY NATURAL RESOURCES, INC.

(Exact name of registrant as specified in its charter)

__________________________

Delaware 001-42499 99-3407012

(State or other jurisdiction

of incorporation) (Commission

File Number) (I.R.S. Employer

Identification No.)

2605 Cranberry Square

Morgantown, WV 26508

(Address of principal executive offices, including zip code)

(304) 212-2350

(Registrant’s telephone number, including area code)

__________________________

Check the appropriate box below if the Form 8-K is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

o Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

o Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

o Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

o Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class Trading

Symbol(s) Name of each exchange

on which registered

Class A common stock, par value $0.01 per share INR The New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company x

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o

Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.

On July 13, 2026, the Board of Directors (the “Board”) of Infinity Natural Resources, Inc. (the “Company”) appointed Timothy Dugan to the Board, effective immediately, to fill a current vacancy on the Board and to serve for an initial term expiring at the 2027 Annual Meeting of Stockholders of the Company.

Mr. Dugan served as President and Chief Executive Officer of Olympus Energy, an Appalachian exploration and production company, from January 2020 to July 2025 where he guided the company’s sale to EQT Corporation (NYSE: EQT). Previously, Mr. Dugan served as Executive Vice President and Chief Operating Officer of CNX Resources Corporation (NYSE: CNX), an independent natural gas exploration, development and production company with primary operations in the Appalachian Basin, from January 2014 to December 2019, where he also served as Chief Operating Officer and a board member of CNX Midstream Partners LP. Earlier in his career, he held senior operational and engineering roles at Chesapeake Energy, Inc., Equitable Production Company and Cabot Oil & Gas Corporation. Mr. Dugan holds a B.S. in Chemical Engineering from the University of Pittsburgh. Mr. Dugan brings extensive executive leadership experience in the oil and gas industry, deep expertise in the Appalachian Basin and significant midstream infrastructure experience to the Board.

Mr. Dugan will receive the standard compensation paid by the Company to its non-employee directors, as described under “Director Compensation” in the Company’s Proxy Statement for its 2026 Annual Meeting of Stockholders, which was filed with the Securities and Exchange Commission on April 14, 2026. Additionally, the Company purchases and maintains directors’ and officers’ liability insurance for, and provides indemnification to, each member of the Board. In connection with this appointment, the Company and Mr. Dugan entered into the Company’s standard indemnification agreement for directors, the form of which has been filed with the Company’s Annual Report on Form 10-K for the year ended December 31, 2025.

The Board affirmatively determined that Mr. Dugan is an independent director within the meaning of the New York Stock Exchange listing standards and Rule 10A-3 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”). There is no arrangement or understanding between Mr. Dugan and any other person pursuant to which he was selected as a director. There are no family relationships between Mr. Dugan and any other Board member or executive officer. An immediate family member of Mr. Dugan has been employed by the Company since 2024 in the land department. In 2025, the immediate family member’s total annual compensation, consisting of base salary, bonus and equity compensation, was approximately $347,367. Other than as disclosed herein, Mr. Dugan is not a party to any transaction with any related person required to be disclosed pursuant to Item 404(a) of Regulation S-K.

Item 7.01.

Regulation FD Disclosure.

On July 15, 2026, the Company issued a press release announcing Mr. Dugan’s appointment to the Board. A copy of the press release is furnished as Exhibit 99.1 hereto and incorporated herein by reference.

The information furnished in this Current Report on Form 8-K pursuant to Item 7.01, including Exhibit 99.1, shall not be deemed “filed” for any purpose, including for purposes of Section 18 of the Exchange Act, or otherwise be subject to the liabilities of that Section, nor shall it be deemed to be incorporated by reference in any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.

Item 9.01.

Financial Statements and Exhibits.

(d)Exhibits.

Exhibit

Number Description

99.1

Press Release, dated July 15, 2026.

104 Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

INFINITY NATURAL RESOURCES, INC.

By: /s/ Zack Arnold

Zack Arnold

President and Chief Executive Officer

Dated: July 15, 2026

EX-99.1

EX-99.1

Filename: inr-pressreleasedirectorap.htm · Sequence: 2

Document

Exhibit 99.1

Infinity Natural Resources Appoints Timothy Dugan

to Board of Directors

July 15, 2026

MORGANTOWN, W. Va. --(BUSINESS WIRE)-- Infinity Natural Resources, Inc. (“Infinity” or the “Company”) (NYSE: INR) today announced the appointment of Timothy Dugan to its Board of Directors (the “Board”) on July 13, 2026.

Mr. Dugan brings more than four decades of leadership experience across the Appalachian energy industry, having served as a chief executive officer, chief operating officer and public company director. His background spans upstream operations, midstream infrastructure, capital allocation and strategic transactions, providing the Board with extensive operational and industry expertise.

“Tim is a highly respected executive in the Appalachian energy industry, with a proven track record of building high-quality businesses, creating shareholder value and leading organizations through periods of growth and strategic transformation,” said Zack Arnold, President and Chief Executive Officer of Infinity. “Having had the opportunity to work alongside Tim earlier in my career, I have seen firsthand his leadership, operational expertise and strategic judgment and look forward to working with him again. His decades of experience across our basin and thoughtful leadership will be invaluable as we continue executing our long-term strategy. We are pleased to welcome Tim to our Board.”

Mr. Dugan most recently served as President and Chief Executive Officer of Olympus Energy, where he led the company through its successful sale to EQT Corporation (NYSE: EQT). Previously, he served as Executive Vice President and Chief Operating Officer of CNX Resources Corporation (NYSE: CNX), where he also served as Chief Operating Officer and a director of CNX Midstream Partners LP.

Over a career spanning more than 40 years, Mr. Dugan has led large-scale upstream development programs, overseen midstream infrastructure and played a key role in strategic transactions across the Appalachian Basin. Earlier in his career, he held senior operational and engineering roles at Chesapeake Energy, Equitable Production Company and Cabot Oil & Gas Corporation. Mr. Dugan holds a Bachelor of Science degree in Chemical Engineering from the University of Pittsburgh.

About Infinity

Infinity (NYSE: INR) is a growth oriented, independent energy company focused on the acquisition, development, production and gathering of hydrocarbons in the Appalachian Basin. Our operations are focused on the Utica Shale in eastern Ohio as well as our stacked dry gas assets in both the Marcellus and Utica Shales in southwestern Pennsylvania.

Contacts

Thomas Marchetti

Vice President, Investor Relations

Infinity Natural Resources, Inc.

Email: ir@infinitynr.com

Source: Infinity Natural Resources, Inc.

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