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This specific deck is a focused dossier on related-party self-dealing, one chapter of a broader activist campaign. Signature visual device: side-by-side colored 4x4 acreage grids (WCT blue / SandRidge red / Bent Tree yellow / Shell yellow) paired with timeline bars—effective 'what SEC disclosure says vs what county records show' contradiction framing. No stake disclosed in this document itself. Tone borders on litigious; explicitly raises potential for-cause termination.", "kpisCited": [ { "detail": "$9.5 million total ($3.9M to TLW Land & Cattle, $5.6M to WCT Resources)", "metric": "Disclosed related-party payments since 2008" }, { "detail": "Lag as short as two months (Nov 2010 WCT lease → Jan 2011 flip to SandRidge)", "metric": "WCT-to-SandRidge flip timing" }, { "detail": "SandRidge holds ~2 million of the ~17 million acres in the play", "metric": "Mississippian Lime acreage footprint" }, { "detail": "Roughly 7 employees vs SandRidge's ~2,500 full-time staff", "metric": "WCT Resources headcount" }, { "detail": "$925,735 disclosed in 2012 proxy", "metric": "TLW royalties paid by SandRidge (2011)" } ], "closingAsk": "Shareholders and the board must demand answers to detailed questions about Ward-family transactions and support TPG-Axon's consent solicitation to hold management accountable.", "extraction": { "at": "2026-04-22 17:42:29+00", "model": "unknown-legacy", "runId": null, "seconds": 126.07446, "promptVersion": null }, "scqaReward": "Exposing and unwinding the self-dealing removes a governance overhang, restores shareholder trust, and supports TPG-Axon's pending consent solicitation to replace the CEO and reconstitute the board.", "thesisTypes": [ "governance_board", "management_change", "fraud_exposure" ], "top3Reasons": [ "Ward-family entities (WCT, TLW, 192 Investments) flipped mineral rights to SandRidge for profit", "WCT Resources repeatedly acquired acreage adjacent to or ahead of SandRidge purchases", "SandRidge's related-party disclosures omit key details uncovered in county records" ], "scqaSituation": "SandRidge Energy's primary business is acquiring Mississippian Lime mineral rights cheaply and quietly across Oklahoma and Kansas, a strategy management touts as the core driver of shareholder value.", "thesisSummary": "SandRidge Energy's primary business is acquiring Mississippian Lime mineral rights \"quietly and inexpensively\" in Oklahoma and Kansas, yet TPG-Axon's county-courthouse investigation shows CEO Tom Ward's family entities—WCT Resources, TLW Land & Cattle, and 192 Investments—have been active competitors and counterparties. In case after case, WCT leased acreage weeks or months before flipping it to SandRidge, or bought acreage adjacent to SandRidge's purchases and resold it to third parties like Shell. SandRidge has disclosed only $9.5 million of payments since 2008 and now claims Ward has \"no financial interest\" in WCT, yet the entity shared SandRidge's headquarters address and is run by Ward's son Trent. TPG-Axon calls on the board to investigate Ward, demands full disclosure, and signals that undisclosed dealings could be grounds for termination.", "primaryDemands": [ "Board investigation of CEO Tom Ward over related-party dealings", "Full disclosure of all transactions between SandRidge and Ward-family entities", "Consider termination of Tom Ward for cause if transactions were not fully disclosed to the company" ], "scqaResolution": "The board must launch an independent investigation of Ward's conduct, compel full disclosure of all Ward-family transactions, and treat undisclosed dealings as potential grounds for termination for cause.", "thesisOneLiner": "CEO Tom Ward's family entities systematically flipped Mississippian Lime mineral rights to SandRidge and competed for adjacent acreage—evidence of self-dealing that warrants a board investigation and potential termination.", "precedentsCited": [], "scqaComplication": "CEO Tom Ward's family entities—WCT Resources, TLW Land & Cattle, 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ALL STOCKHOLDERS OF THE ISSUER ARE ADVISED TO READ THE DEFINITIVE CONSENT STATEMENT AND OTHER DOCUMENTS RELATED TO THE SOLICITATION OF WRITTEN CONSENTS BY THE PARTICIPANTS FROM STOCKHOLDERS OF THE ISSUER BECAUSE THEY CONTAIN IMPORTANT INFORMATION, INCLUDING ADDITIONAL INFORMATION RELATED TO THE PARTICIPANTS. THE DEFINITIVE CONSENT STATEMENT AND ACCOMPANYING CONSENT CARD HAVE BEEN FURNISHED TO SOME OR ALL OF THE ISSUER'S STOCKHOLDERS AND ARE, ALONG WITH OTHER RELEVANT DOCUMENTS, AVAILABLE AT NO CHARGE ON THE SEC'S WEB SITE AT HTTP://WWW.SEC.GOV. 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THE PARTICIPANTS DISCLAIM ANY OBLIGATION TO UPDATE THE INFORMATION CONTAINED HEREIN. THE PARTICIPANTS HAVE NOT SOUGHT OR OBTAINED CONSENT FROM ANY THIRD PARTY TO USE ANY STATEMENTS OR INFORMATION INDICATED IN THIS PRESENTATION AS HAVING BEEN OBTAINED OR DERIVED FROM STATEMENTS MADE OR PUBLISHED BY THIRD PARTIES. ANY SUCH STATEMENTS OR INFORMATION SHOULD NOT BE VIEWED AS INDICATING THE SUPPORT OF SUCH THIRD PARTY FOR THE VIEWS EXPRESSED HEREIN. NO WARRANTY IS MADE THAT DATA OR INFORMATION, WHETHER DERIVED OR OBTAINED FROM FILINGS MADE WITH THE SEC OR FROM ANY THIRD PARTY, ARE ACCURATE. THE PARTICIPANTS SHALL NOT BE RESPONSIBLE OR HAVE ANY LIABILITY FOR ANY MISINFORMATION CONTAINED IN ANY SEC FILING OR THIRD PARTY REPORT. 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IT DOES NOT HAVE REGARD TO THE SPECIFIC INVESTMENT OBJECTIVE, FINANCIAL SITUATION, SUITABILITY, OR THE PARTICULAR NEED OF ANY SPECIFIC PERSON WHO MAY RECEIVE THIS PRESENTATION, AND SHOULD NOT BE TAKEN AS ADVICE ON THE MERITS OF ANY INVESTMENT DECISION. THE VIEWS EXPRESSED HEREIN REPRESENT THE OPINIONS OF TPG-AXON MANAGEMENT LP, TPG-AXON PARTNERS GP, L.P., TPG-AXON GP, LLC, TPG-AXON PARTNERS, LP, TPG-AXON INTERNATIONAL, L.P., TPG-AXON INTERNATIONAL GP, LLC, DINAKAR SINGH LLC AND DINAKAR SINGH (\"TPG-AXON\" AND, TOGETHER WITH STEPHEN C. BEASLEY, EDWARD W. MONEYPENNY, FREDRIC G. REYNOLDS, PETER H. ROTHSCHILD, ALAN J. WEBER AND DAN A. WESTBROOK, THE \"PARTICIPANTS\"), AND ARE BASED ON PUBLICLY AVAILABLE INFORMATION WITH RESPECT TO SANDRIDGE ENERGY, INC. 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TPG-Axon has repeatedly made inflammatory and false statements with one simple goal – they want to distract you from the facts regarding SandRidge and its strategy for creating value...\" — SandRidge Energy", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": { "name": "Authority citation", "slug": "authority-citation", "status": "active", "bestFor": null, "canonId": "019dd9e1-49ae-7557-89ad-3fca70469b45", "version": 1, "bodyDocId": null, "description": "Quoting an authority figure, study, or precedent to lend weight.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-22 22:48:28+00", "model": "unknown-legacy", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-e6ee-7118-8706-606224827e96", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.07, "y": 0.08 }, "kind": "title", "text": "SandRidge Related-Party Land Transactions", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 20:59:20.287+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b6524f90-bdf5-4285-bd55-200d5e77736e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "e6c4e7d2-7570-466e-8ffe-4a8e982266a4", "evidence": "The slide explicitly quotes the opponent's narrative to immediately counter it with the activist's own framing.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 20:59:20.287+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "frameworkName": "preempt_rebuttal" } ], "arcBeats": [ { "to": 9, "arc": { "name": "Overcoming the Monster", "slug": "overcoming-monster", "status": "active", "bestFor": "Competitive positioning, rallying teams", "canonId": "019dd956-6339-76ac-9cbf-4b377c3aa89e", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "The Monster -> The Call -> The Struggle -> The Victory -> The New Order", "description": null, "familyLabel": null }, "from": 3, "name": "The Monster", "beatId": "8d3c13e0-6f82-4a99-8d80-48f1f973a1ca", "matchId": "38917c4f-e75f-4452-840d-9aa4e026ae0f", "beatType": { "name": "The Monster", "slug": "overcoming-monster-the-monster", "status": "active", "canonId": "019dd9b8-3ba3-70b3-85b6-6dc1928acd40", "version": 1, "description": null }, "evidence": "The presentation introduces the issue of SandRidge's related-party land transactions and highlights contradictions.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. 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null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 20:59:23.408+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fa2f7b97-2dd1-4215-bc34-c502144fd7b6", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.07, "y": 0.15 }, "kind": "list", "text": "The primary business of the company, as espoused by management, has been the acquisition and development of mineral rights in the areas of the Mississippian Lime formation, in various parts of Oklahoma and Kansas", 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SD acquires adjacent acreage in northern part of the section.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 20:59:22.142+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "92a1542c-1836-4586-96fd-8b4f2acba09d", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.85, "x": 0.07, "y": 0.15 }, "kind": "list", "text": "Oil & gas leases in Oklahoma and Kansas are organized by 640-acre sections, which are found within townships and ranges. 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