Welcome to our dedicated page for Atlas Energy Solutions SEC filings (Ticker: AESI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Atlas Energy Solutions' SEC filings provide insight into how an integrated Permian Basin oilfield services company generates revenue from proppant production, logistics, and distributed power. The company's 10-K annual reports detail segment performance, reserve positions, and long-term infrastructure investments including the Dune Express conveyor system.
Quarterly 10-Q filings track proppant volumes, logistics utilization rates, and margin trends that indicate operational efficiency. These reports reveal customer concentration, contract structures, and the mix between sand sales and service revenue. Understanding segment dynamics helps assess the integrated business model's value creation.
Form 4 insider transactions show when executives and directors buy or sell AESI shares. For a company exposed to oil and gas industry cycles, tracking insider activity around earnings releases and commodity price movements provides additional context on management confidence.
Atlas Energy Solutions' 8-K filings capture material events including:
- Quarterly earnings releases and updated financial guidance
- Strategic acquisitions expanding service capabilities
- Major equipment orders and infrastructure investments
- Dividend declarations and capital allocation announcements
- Stock exchange listing developments
Our AI-powered summaries explain the significance of each filing, highlighting key figures and changes relevant to investment analysis. Instead of parsing dense regulatory documents, get clear explanations of what Atlas disclosures mean for the company's competitive position in Permian Basin oilfield services.
Atlas Energy Solutions Inc. received an updated Schedule 13D/A showing that Ben M. Brigham reports beneficial ownership of 44,325,294 shares of common stock, or 35.8% of the company. His holdings include shares he owns directly and shares held through entities such as Anne and Bud Oil & Gas Unvested LLC, Anne and Bud Oil & Gas Vested LLC, and Brigham Children's Family LP, where he serves in managing roles and may be deemed to share voting or dispositive power.
The amendment also notes a separate stock arrangement by stockholder Gregory M. Shephard, who entered into a multi‑tranche prepaid variable share forward transaction covering 532,500 shares of Atlas common stock with UBS entities. The deal runs through maturity dates from January 8–22, 2029, is secured by pledged shares, and uses a settlement formula based on a $8.14 floor price and $12.72 cap price per share.
Gregory M. Shepard filed an amended ownership report for Atlas Energy Solutions Inc., stating beneficial ownership of 7,651,210 shares of common stock, representing 6.19% of the class based on 123,691,077 shares outstanding as of the issuer’s September 30, 2025 quarter.
The filing discloses that on December 31, 2025, Shepard entered into a multi-tranche, prepaid variable share forward sale transaction with UBS Securities LLC, UBS Financial Services Inc. and UBS AG, Stamford Branch covering an aggregate of 532,500 shares of Atlas Energy common stock. Shepard received a cash payment of $3,870,294 and pledged 532,500 shares as collateral, while retaining voting and ordinary dividend rights in those pledged shares during the term of the pledge.
The transaction is scheduled to mature in multiple tranches on dates from January 8–22, 2029. The number of shares (or equivalent cash) ultimately delivered for each tranche will be determined by a formula based on the Atlas Energy share price on the maturity date, using a floor price of $8.14 and a cap price of $12.72.
Atlas Energy Solutions Inc. (AESI) insider Gregory M. Shepard entered into a multi-tranche prepaid variable share forward sale covering 532,500 shares of common stock. Under a stock purchase agreement with an unaffiliated buyer, he received a cash prepayment of $3,870,294 and is obligated to deliver up to 532,500 shares, or equivalent cash, at future settlement.
The transaction is secured by a pledge of 532,500 shares, while Shepard retains voting and ordinary dividend rights during the pledge. Settlement for each tranche occurs on business days following maturity dates between January 18 and 22, 2029, with the final share amount determined by formula using a floor price of $8.14 and a cap price of $12.72 per share. The filing notes he may be deemed part of a shareholder group but disclaims beneficial ownership of securities not directly owned.
Atlas Energy Solutions Inc. entered into a Master Lease Agreement and Interim Funding Agreement under which its subsidiary Galt Power Solutions LLC assigned a reservation for approximately 240 megawatts of power generation equipment to Stonebriar Commercial Finance LLC, which will lease the equipment back to Galt. Stonebriar will make periodic advances of up to $385.0 million, with Galt paying monthly rent based on the unpaid balance at a rate equal to 1‑Month SOFR plus 635 basis points, and then schedule-based rent once specific equipment is delivered and accepted.
The lease can be terminated early or at the term expiration date for prices set in the applicable schedules, and Atlas guarantees Galt’s obligations on an unsecured basis. Atlas Sand Company, LLC and other subsidiaries also executed a Fourth Amendment to their asset-based loan agreement, which permits the formation of Galt and Atlas’s unconditional guarantee of Galt’s lease obligations.
Atlas Energy Solutions Inc. reported insider equity activity involving a company officer and member of a 10% owner group. On 11/18/2025, the insider acquired 34,736 shares of common stock at a price of $0, reflecting accelerated vesting of performance stock units in connection with the termination of the insider’s employment with Atlas Energy Solutions Inc. and its affiliates. After this vesting, the insider held 603,057 shares.
On the same date, the insider sold 52,150 shares of common stock at a weighted average price of $8.82 per share to cover taxes due upon the vesting of performance stock units and restricted stock units. Following these transactions, the insider directly owned 550,907 shares of Atlas Energy Solutions Inc. common stock. The filing notes that the insider is a member of a 10% owner group.
Atlas Energy Solutions Inc. received an updated ownership report showing that founder Ben M. Brigham and affiliated entities beneficially own 44,325,294 shares of common stock, representing 35.8% of the company’s 123,982,170 shares outstanding as of October 30, 2025. This total includes shares held directly by Mr. Brigham and by vehicles such as Anne and Bud Oil & Gas Unvested LLC, Anne and Bud Oil & Gas Vested LLC, and Brigham Children's Family LP, where he serves as manager or co‑manager.
The filing also details an Amended and Restated Stockholders’ Agreement that gives Mr. Brigham shared voting power over additional shares held by other principal stockholders. It lists multiple open‑market purchases and tax‑withholding share transactions by various insiders in 2025, as well as three prepaid variable share forward sale agreements entered into by principal stockholder Gregory M. Shephard, covering blocks of Atlas shares with maturities in 2027 and 2028 and secured by pledged stock, while allowing him to retain voting and dividend rights on the pledged shares during the term.
Atlas Energy Solutions Inc. (AESI) large shareholder Gregory M. Shepard filed an amended Schedule 13D updating his ownership and a new derivative transaction. He reports beneficial ownership of 7,651,210 shares of common stock, representing 6.19% of the class, based on 123,691,077 shares outstanding as of the issuer’s latest quarterly report.
The filing discloses that on December 24, 2025, Shepard entered into a multi-tranche, prepaid variable share forward sale with UBS entities covering 425,000 shares. He received a cash prepayment of $3,180,591 and pledged 425,000 shares as collateral while retaining voting and ordinary dividend rights during the pledge. The transaction settles in tranches between January 18 and 21, 2028, with the number of shares (or cash equivalent) ultimately delivered determined by a formula tied to Atlas Energy’s stock price, with a floor of $8.08 and a cap of $11.90.
Atlas Energy Solutions Inc. insider enters prepaid variable forward sale on 425,000 shares. On December 24, 2025, the reporting person entered a multi-tranche, prepaid variable share forward sale tied to 425,000 shares of Atlas Energy Solutions common stock. The insider received a cash payment of $3,180,591 and is obligated to deliver up to 425,000 shares, or an equivalent amount of cash in certain circumstances, at future settlement dates.
The transaction matures in tranches between January 18 and January 21, 2028. The insider pledged 425,000 shares as collateral but kept voting and ordinary dividend rights during the pledge term. The number of shares (or cash amount) to be delivered at each maturity depends on the stock price relative to a floor level of $8.08 and a cap level of $11.90.
Gregory M. Shepard, a major shareholder of Atlas Energy Solutions Inc., has entered into a prepaid variable share forward sale covering 425,000 shares of common stock. He received a cash payment of $3,213,794 and pledged 425,000 shares as collateral but kept voting and ordinary dividend rights during the pledge. At maturity dates between January 10 and 14, 2028, he must deliver shares or cash based on Atlas Energy’s stock price relative to a floor of $8.16 and a cap of $12.02. After this transaction, he reports beneficial ownership of 7,651,210 shares, equal to 6.19% of the company’s common stock, based on 123,691,077 shares outstanding as of September 30, 2025.
Atlas Energy Solutions Inc. insider enters prepaid variable share forward tied to company common stock. On December 19, 2025, a reporting person entered into a multi-tranche, prepaid variable share forward sale transaction with an unaffiliated buyer covering an aggregate of 425,000 shares of Atlas Energy Solutions Inc. common stock.
The arrangement is documented in a Stock Purchase Agreement and a related Pledge Agreement. The reporting person received a cash payment of $3,213,794 at inception and pledged 425,000 shares as collateral, while retaining voting and ordinary dividend rights on those pledged shares during the term of the pledge and if the transaction is ultimately cash-settled.
The transaction settles in multiple tranches with maturity dates from January 10 to January 14, 2028. At each maturity, the number of shares (or equivalent cash) to be delivered is based on the stock price relative to a floor of $8.16 and a cap of $12.02, using specified formulas that can require delivery of up to the full 425,000 shares.
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