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Atlas Energy Solutions (AESI) insider logs stock awards and tax share withholding

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

Rhea-AI Filing Summary

Atlas Energy Solutions Inc. 10% owner group member Ginn Kirk Edwards reported equity award activity and related tax withholding in common stock. On March 4, 2026, Edwards acquired 40,363 shares as a restricted stock unit award under the 2023 Long Term Incentive Plan, vesting in three equal installments on March 4, 2027, 2028, and 2029, subject to continued employment. Edwards also acquired 19,028 shares from performance share units that vested on March 4, 2026 based on previously certified performance for awards originally granted on March 13, 2023. On March 6, 2026, 5,237 shares at $9.91 per share were disposed of through share withholding to satisfy tax obligations upon PSU vesting, leaving 563,499 shares of common stock held directly after these transactions.

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Insider Ginn Kirk Edwards
Role 10% Owner
Type Security Shares Price Value
Tax Withholding Common Stock 5,237 $9.91 $52K
Grant/Award Common Stock 40,363 $0.00 --
Grant/Award Common Stock 19,028 $0.00 --
Holdings After Transaction: Common Stock — 563,499 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*
Ginn Kirk Edwards

(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
Officer (give title below) X Other (specify below)
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 40,363(1) A $0 549,708 D
Common Stock 03/04/2026 A 19,028(2) A $0 568,736 D
Common Stock 03/06/2026 F 5,237(3) D $9.91 563,499 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/ Kirk Edwards Ginn, 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 Ginn Kirk Edwards report for AESI on this Form 4?

The Form 4 shows Ginn Kirk Edwards received equity awards and had tax-related share withholding. He acquired 40,363 restricted stock units and 19,028 performance-based shares, then 5,237 shares were withheld at $9.91 per share to cover tax obligations.

How many Atlas Energy Solutions (AESI) shares did Ginn Kirk Edwards acquire in awards?

Edwards acquired 59,391 Atlas Energy Solutions common shares through awards. This includes 40,363 restricted stock units under the 2023 Long Term Incentive Plan and 19,028 performance share units that vested based on multi-year shareholder return and return on capital employed performance.

Why were 5,237 AESI shares disposed of in Ginn Kirk Edwards’ Form 4?

The 5,237 shares were withheld to satisfy tax withholding obligations when performance share units vested. This is reported with code F, meaning payment of tax liability by delivering securities, rather than an open-market sale at $9.91 per share.

What are the vesting terms of the new restricted stock units reported for AESI?

The restricted stock unit award of 40,363 shares vests in three equal installments. Vesting dates are March 4, 2027, March 4, 2028, and March 4, 2029, and each tranche requires continued employment through its respective vesting date.

How were the performance share units for AESI determined and when did they vest?

The performance share units vested on March 4, 2026 after the Compensation Committee certified results. They relate to PSUs originally granted on March 13, 2023, which depended on absolute and relative shareholder return and return on capital employed over a three-year period.

How many AESI shares does Ginn Kirk Edwards hold after these Form 4 transactions?

After the reported transactions, Ginn Kirk Edwards directly holds 563,499 shares of Atlas Energy Solutions common stock. This figure reflects the effect of both equity award acquisitions and the 5,237 shares withheld to satisfy tax obligations on vesting.