UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM
CURRENT REPORT
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| Item 1.01 | Entry into a Material Definitive Agreement. |
On November 3, 2026, DE IV Flow, LLC, a Delaware limited liability company (“DE Flow”) and a wholly owned subsidiary of EagleRock Land, LLC (the “Company”), entered into a water system management agreement (the “Double Eagle V WSMA”) with DEF Operating, LLC, a Delaware limited liability company (“DEF Operating”) and an affiliate of Double Eagle IV Midco, LLC, a Delaware limited liability company and a beneficial owner of more than 5% of the Company’s common shares, pursuant to which DEF Operating is obligated to develop, construct, operate, maintain and repair a new water infrastructure system to be owned by DE Flow and to be constructed in Glasscock and Midland Counties, Texas (the “DE V Water System”). DEF Operating also operates the Company’s integrated water infrastructure system in Reagan County, Texas. The Double Eagle V WSMA has an initial term expiring on December 31, 2035, and renews automatically for one additional three-year term, unless terminated by a party prior to the renewal. Under the Double Eagle V WSMA, DEF Operating will develop, construct, operate, maintain and repair the DE V Water System, and will utilize it to store, transport, treat, process, dispose of, purchase and sell produced water, fresh water, blended water, treated water and recycled water from the dedicated acreage described below. DE Flow will receive monthly royalties on 50% of the net proceeds realized by DEF Operating from the DE V Water System. The Double Eagle V WSMA also provides for mutual termination rights in the event of payment or performance defaults and contains standard confidentiality, indemnification, insurance and change of control provisions.
The Double Eagle V WSMA was entered into in connection with the dedication by DE West Texas, LLC, a Delaware limited liability company (“DE West Texas”), of approximately 35,000 acres in Glasscock and Midland Counties, Texas, to DE Flow and DEF Operating pursuant to a Supply Water Purchase and Produced Water Gathering and Disposal Agreement, dated as of November 3, 2026, by and among DEF Operating, DE Flow and DE West Texas (the “Double Eagle V Gathering Agreement”). The Double Eagle V WSMA governs DEF Operating’s use of the DE V Water System to provide the produced water gathering and disposal services and supply water sales required under the Double Eagle V Gathering Agreement.
| Item 2.02 | Results of Operations and Financial Condition. |
On November 3, 2026, the Company issued a press release providing information regarding its financial results for the quarter ended September 30, 2026. A copy of the press release is furnished as Exhibit 99.1 and incorporated by reference herein.
The information in this Item 2.02, including Exhibit 99.1 incorporated by reference herein, shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, and is not incorporated by reference into any filing under the Securities Act of 1933, as amended (the “Securities Act”), or the Exchange Act.
| Item 7.01 | Regulation FD Disclosure. |
On November 3, 2026, the Company posted an investor presentation on its website. The presentation, titled “Third Quarter 2026 Earnings Presentation,” may be found at https://ir.erok.com in the “Events and Presentations” section on the Company’s “Investor Relations” webpage. Investors should note that the Company announces financial information in filings with the U.S. Securities and Exchange Commission, press releases and public conference calls as well as on its website. The Company may use the “Investor Relations” webpage and other sections of its website to communicate with investors, and it is possible that the financial and other information posted there could be deemed to be material information.
On November 3, 2026, the Company issued a press release announcing its execution of an agreement with DE West Texas for an additional acreage dedication in the Midland Basin and its completion of two bolt-on acquisitions in the Midland Basin. A copy of the press release is furnished as Exhibit 99.2 and incorporated by reference herein.
The information contained or referred to in this Item 7.01, including Exhibit 99.2 incorporated by reference herein, shall not be deemed to be “filed” for purposes of the Exchange Act, or otherwise subject to the liabilities of that section, and is not incorporated by reference into any filing under the Securities Act or the Exchange Act.
| Item 9.01 | Financial Statements and Exhibits. |
(d) Exhibits.
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| Exhibit |
Description | |
| 99.1 | Press Release of EagleRock Land, LLC, dated November 3, 2026 (financial results). | |
| 99.2 | ||
| 104 | Cover Page Interactive Data File (embedded within the Inline XBRL document). | |
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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.
| EAGLEROCK LAND, LLC | ||
| By: |
/s/ Greg Pipkin Jr. | |
| Name: |
Greg Pipkin Jr. | |
| Title: |
Chief Executive Officer | |
Date: November 3, 2026
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