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.
The Atlas Energy Solutions Inc. (NYSE: AESI) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. These documents offer detailed insight into Atlas’s operations in proppant supply, oilfield logistics and distributed power systems, as well as its financial position and risk profile.
Current reports on Form 8-K highlight material events and key corporate actions. Recent 8-K filings describe a master lease agreement and interim funding agreement entered into by Galt Power Solutions LLC, an indirect wholly owned subsidiary, and a financing counterparty for approximately 240 megawatts of power generation equipment, along with related amendments to Atlas’s ABL credit facility. Other 8-Ks furnish earnings press releases for quarterly periods, announce the acquisition of PropFlow, LLC and its on-wellsite proppant filtration technology, and outline stock ownership guidelines adopted by the board for executives and directors.
Through its periodic reports on Forms 10-K and 10-Q (accessible via EDGAR), Atlas provides comprehensive financial statements, segment information, discussions of product, service and rental revenue, and explanations of non-GAAP measures such as Adjusted EBITDA and Adjusted Free Cash Flow. These filings also include risk factor discussions covering commodity price volatility, regulatory changes, operational risks and other factors relevant to Atlas’s proppant, logistics and power activities.
Investors can use this page to review Atlas’s real-time 8-K disclosures, along with its annual and quarterly reports, to understand how new agreements, acquisitions, governance policies and financing structures affect the company’s obligations and strategy. Stock Titan’s interface is designed to surface key forms such as 10-K, 10-Q and 8-K and to pair them with AI-powered summaries that explain the main points and implications of each filing in clear language.
Atlas Energy Solutions Inc. files its annual report describing a vertically integrated proppant, logistics and distributed power business focused on the Permian Basin. The company operates 14 sand production facilities, the 42‑mile Dune Express conveyor, and a fleet of more than 1,000 natural gas generators.
As of June 30, 2025, non‑affiliate common stock held a market value of about $1.1 billion, and there were 124,161,317 shares outstanding as of February 19, 2026. Atlas reports 571.3 million tons of proven and probable sand reserves and reserve lives of 11 to 29 years across key sites.
The report highlights major growth moves, including the $456.1 million Hi‑Crush Transaction, the Moser Acquisition with $180.0 million in cash plus about 1.7 million shares, and a Reservation Agreement for roughly 240 megawatts of new power equipment costing about $278.3 million, to be financed through lease arrangements. Extensive risk disclosures emphasize exposure to oil and gas cycles, environmental and climate regulation, silica and mining safety rules, customer concentration and evolving ESG expectations.
Atlas Energy Solutions reported full-year 2025 revenue of $1.1 billion, up 3.7% from 2024, but swung to a net loss of $50.3 million after earning $59.9 million the prior year. Adjusted EBITDA declined to $221.7 million from $288.9 million as margins compressed.
For the fourth quarter, revenue was $249.4 million with a net loss of $22.2 million and Adjusted EBITDA of $36.7 million. Atlas shipped 21.6 million tons of volume in 2025, including 5.9 million tons on its Dune Express system, and is targeting about 500 MW of behind-the-meter power capacity deployed in 2027.
Atlas Energy Solutions Inc. reporting person Gregory M. Shepard reported open-market sales of a total of 230,000 shares of common stock. He sold 100,000 shares on February 17, 2026 at a weighted average price of $11.7500 and 130,000 shares on February 18, 2026 at a weighted average price of $11.9800, in multiple transactions within stated price ranges. After these sales, he directly owned 7,421,210 shares of Atlas Energy Solutions common stock.
Atlas Energy Solutions Inc. announced that director Stacy Hock has decided not to stand for reelection to the Board at the company’s 2026 Annual Meeting of Shareholders. The company states that her decision is not due to any disagreement related to operations, policies, or practices.
Ms. Hock will continue to serve as a director, including on the Compensation Committee and the Nominating and Corporate Governance Committee, until her current term expires at the 2026 Annual Meeting. The filing does not describe any related leadership or strategic changes.
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.