STOCK TITAN

Atlas Energy Solutions (NYSE: AESI) counsel awarded stock, shares withheld for taxes

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Atlas Energy Solutions Inc. General Counsel and Secretary Dathan C. Voelter, a member of a 10% owner group, reported equity award activity and related tax withholding in company stock.

On March 4, 2026, he acquired 60,545 shares of common stock at $0.00 per share upon the vesting and settlement of performance share units that were originally granted on March 13, 2023 and tied to three-year shareholder return and return on capital employed performance. The same day, he received a separate grant of 27,778 restricted stock units under the 2023 Long Term Incentive Plan, scheduled to vest in three equal installments on March 4, 2027, March 4, 2028, and March 4, 2029, subject to continued employment.

On March 6, 2026, 7,279 shares of common stock were withheld at $9.91 per share to satisfy tax withholding obligations upon the PSU vesting, categorized as a tax-withholding disposition rather than an open-market sale. After these transactions, Voelter directly owned 498,003 shares of Atlas Energy Solutions common stock.

Positive

  • None.

Negative

  • None.
Insider Voelter Dathan C
Role General Counsel and Secretary
Type Security Shares Price Value
Tax Withholding Common Stock 7,279 $9.91 $72K
Grant/Award Common Stock 60,545 $0.00 --
Grant/Award Common Stock 27,778 $0.00 --
Holdings After Transaction: Common Stock — 498,003 shares (Direct)
Footnotes (1)
  1. Award of restricted stock units pursuant to the Atlas Energy Solutions Inc. 2023 Long Term Incentive Plan. The award vests in three equal installments on March 4, 2027, March 4, 2028, and March 4, 2029, subject to continued employment through each vesting date. Award of performance share units ("PSUs") pursuant to the Atlas Energy Solutions Inc. Long Term Incentive Plan. The award vested on March 4, 2026, subject to certified performance and authorized settlement by the Compensation Committee of the Issuer with respect to PSUs originally granted on March 13, 2023, which vested based on the Issuer's absolute and relative shareholder return and Return on Capital Employed Performance over a three year period. Reflects shares withheld upon vesting of PSUs to satisfy tax withholding obligations.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Voelter Dathan C

(Last) (First) (Middle)
5918 W. COURTYARD DRIVE
SUITE 500

(Street)
AUSTIN TX 78730

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Atlas Energy Solutions Inc. [ AESI ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director X 10% Owner
X Officer (give title below) X Other (specify below)
General Counsel and Secretary Member of 10% Owner Group
3. Date of Earliest Transaction (Month/Day/Year)
03/04/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 03/04/2026 A 60,545(1) A $0 477,504 D
Common Stock 03/04/2026 A 27,778(2) A $0 505,282 D
Common Stock 03/06/2026 F 7,279(3) D $9.91 498,003 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Award of restricted stock units pursuant to the Atlas Energy Solutions Inc. 2023 Long Term Incentive Plan. The award vests in three equal installments on March 4, 2027, March 4, 2028, and March 4, 2029, subject to continued employment through each vesting date.
2. Award of performance share units ("PSUs") pursuant to the Atlas Energy Solutions Inc. Long Term Incentive Plan. The award vested on March 4, 2026, subject to certified performance and authorized settlement by the Compensation Committee of the Issuer with respect to PSUs originally granted on March 13, 2023, which vested based on the Issuer's absolute and relative shareholder return and Return on Capital Employed Performance over a three year period.
3. Reflects shares withheld upon vesting of PSUs to satisfy tax withholding obligations.
Remarks:
Member of 10% owner group
/s/ Dathan C. Voelter 03/06/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transactions did AESI General Counsel Dathan Voelter report?

Dathan Voelter reported vesting of performance share units into 60,545 common shares and a grant of 27,778 restricted stock units, plus 7,279 shares withheld at $9.91 each to cover tax obligations related to the PSU vesting.

How many Atlas Energy Solutions (AESI) shares does Dathan Voelter now directly own?

After the reported equity award vesting, new RSU grant, and tax-withholding share disposition, Dathan Voelter directly owns 498,003 shares of Atlas Energy Solutions common stock, reflecting his updated direct ownership position as General Counsel and member of a 10% owner group.

What are the terms of the new restricted stock units granted to AESI’s General Counsel?

Voelter received 27,778 restricted stock units that vest in three equal installments on March 4, 2027, March 4, 2028, and March 4, 2029, contingent on his continued employment with Atlas Energy Solutions through each specified vesting date.

How were the performance share units for AESI’s General Counsel structured and when did they vest?

The performance share units were originally granted on March 13, 2023 and vested March 4, 2026, based on Atlas Energy Solutions’ absolute and relative shareholder return and return on capital employed performance over three years, following certification and authorization by the Compensation Committee.

Did the AESI insider Form 4 show an open-market sale of shares?

No open-market sale was reported. The 7,279-share disposition at $9.91 per share was categorized as shares withheld to satisfy tax withholding obligations upon vesting of performance share units, rather than a discretionary market sale transaction.

Under which plan were the new Atlas Energy Solutions equity awards granted to the General Counsel?

The 27,778 restricted stock units were granted under the Atlas Energy Solutions Inc. 2023 Long Term Incentive Plan, while the vested performance share units were awarded pursuant to the company’s Long Term Incentive Plan as part of its equity compensation program.