STOCK TITAN

Atlas Energy Solutions (NYSE: AESI) CEO reports new stock awards and tax withholding

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

Rhea-AI Filing Summary

Atlas Energy Solutions CEO John Gregory Turner reported equity awards and tax-related share withholding in Common Stock. On March 4, 2026, he acquired 201,816 restricted stock units under the 2023 Long Term Incentive Plan, vesting in three equal installments on March 4, 2027, March 4, 2028, and March 4, 2029, subject to continued employment.

He also acquired 45,833 performance share units that vested on March 4, 2026, tied to three-year shareholder return and Return on Capital Employed performance for PSUs originally granted on March 13, 2023. On March 6, 2026, 11,178 shares were disposed at $9.91 per share to satisfy tax withholding obligations upon PSU vesting, leaving 684,054 shares held directly.

In addition, he has indirect ownership of 1,327,980 shares of Common Stock held by 3 Dog Interests, LP, where he is the sole manager of its general partner.

Positive

  • None.

Negative

  • None.
Insider Turner John Gregory
Role CEO and President
Type Security Shares Price Value
Tax Withholding Common Stock 11,178 $9.91 $111K
Grant/Award Common Stock 201,816 $0.00 --
Grant/Award Common Stock 45,833 $0.00 --
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 684,054 shares (Direct); Common Stock — 1,327,980 shares (Indirect, See footnote)
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. Includes 1,327,980 shares of Common Stock held directly by 3 Dog Interests, LP. Mr. Turner is the sole manager of 3 Dog Interests GP, LLC, the general partner of 3 Dog Interests, LP.
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*
Turner John Gregory

(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)
X Director X 10% Owner
X Officer (give title below) X Other (specify below)
CEO and President 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 201,816(1) A $0 649,399 D
Common Stock 03/04/2026 A 45,833(2) A $0 695,232 D
Common Stock 03/06/2026 F 11,178(3) D $9.91 684,054 D
Common Stock 1,327,980 I See footnote(4)
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.
4. Includes 1,327,980 shares of Common Stock held directly by 3 Dog Interests, LP. Mr. Turner is the sole manager of 3 Dog Interests GP, LLC, the general partner of 3 Dog Interests, LP.
Remarks:
Member of 10% owner group
/s/ John Gregory Turner, 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 transactions did Atlas Energy Solutions (AESI) CEO John Gregory Turner report?

John Gregory Turner reported equity awards and tax-related share withholding in Atlas Energy Solutions (AESI) stock. He received restricted stock units and performance share units, and a portion of vested shares was withheld to cover tax obligations associated with those awards.

How many restricted stock units did AESI grant to John Gregory Turner?

Atlas Energy Solutions granted John Gregory Turner 201,816 restricted stock units. These units were awarded under the 2023 Long Term Incentive Plan and are structured to vest in three equal tranches over time, contingent on his continued employment with the company through each vesting date.

What are the vesting terms for John Gregory Turner’s AESI restricted stock units?

Turner’s 201,816 restricted stock units vest in three equal installments. The vesting dates are March 4, 2027, March 4, 2028, and March 4, 2029, and each tranche requires that he remain employed with Atlas Energy Solutions through the applicable vesting date.

What performance share units did John Gregory Turner receive from Atlas Energy Solutions (AESI)?

Turner received 45,833 performance share units that vested on March 4, 2026. These PSUs were originally granted on March 13, 2023 and vested based on Atlas Energy Solutions’ absolute and relative shareholder return and Return on Capital Employed performance over a three-year measurement period.

Why did John Gregory Turner dispose of AESI shares on March 6, 2026?

On March 6, 2026, 11,178 Atlas Energy Solutions shares were disposed at $9.91 per share for tax withholding. The shares were withheld upon vesting of performance share units to satisfy Turner’s tax obligations, rather than representing an open-market sale transaction by him.

How many Atlas Energy Solutions (AESI) shares does John Gregory Turner hold directly and indirectly?

After the reported transactions, Turner holds 684,054 AESI shares directly. He also has indirect ownership of 1,327,980 shares held by 3 Dog Interests, LP, an entity whose general partner’s manager role he solely occupies, consolidating a substantial combined equity position.