AESI (NYSE: AESI) CFO receives 90,817-share restricted stock award

Rhea-AI Filing Summary

McCarthy Benjamin Blake reported acquisition or exercise transactions in this Form 4 filing.

Atlas Energy Solutions Inc. reported an equity award to its Chief Financial Officer, Benjamin Blake McCarthy. He received 90,817 shares of common stock on March 4, 2026 as a grant or award, with no cash price per share shown for the transaction.

The award is described in a footnote as restricted stock units granted under the company’s 2023 Long Term Incentive Plan. It vests in three equal installments on March 4, 2027, March 4, 2028, and March 4, 2029, subject to continued employment through each vesting date. After this grant, McCarthy directly owns 192,856 shares.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider McCarthy Benjamin Blake

Role Chief Financial Officer

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	90,817	$0.00	--

Holdings After Transaction: Common Stock — 192,856 shares (Direct)

Footnotes (1)

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Form 4 Insider Transactions: What Each Field Means →

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^*

McCarthy Benjamin Blake

(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		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Financial Officer

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		90,817(1)	A	$0	192,856	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.

	/s/ Benjamin Blake McCarthy, by Dathan C. Voelter as Attorney-in-Fact	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 transaction did AESI CFO Benjamin McCarthy report on this Form 4?

Benjamin Blake McCarthy, CFO of Atlas Energy Solutions Inc. (AESI), reported acquiring 90,817 shares of common stock on March 4, 2026. The transaction is classified as a grant, award, or other acquisition rather than an open‑market purchase.

How is the 90,817-share award to AESI’s CFO structured and when does it vest?

The CFO’s 90,817-share award is described as restricted stock units under the 2023 Long Term Incentive Plan. It vests in three equal installments on March 4, 2027, March 4, 2028, and March 4, 2029, if he remains employed through each vesting date.

What equity plan was used for Benjamin McCarthy’s latest AESI stock award?

The filing states the award was granted pursuant to the Atlas Energy Solutions Inc. 2023 Long Term Incentive Plan. Under this plan, the CFO received restricted stock units that convert into shares according to a time‑based vesting schedule over three future dates.

How many Atlas Energy Solutions shares does the CFO hold after this Form 4 transaction?

Following the 90,817-share grant, the Form 4 reports that Benjamin Blake McCarthy beneficially owns 192,856 shares of Atlas Energy Solutions common stock. The ownership is listed as direct in the filing’s post‑transaction holdings column.

Was cash paid for the 90,817 AESI shares reported by the CFO on this Form 4?

The transaction price per share is shown as $0.0000, indicating this was an equity award rather than a cash purchase. It reflects compensation in the form of restricted stock units that vest over time instead of an open‑market buy.