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.
Atlas Energy Solutions' SEC filings provide insight into how an integrated Permian Basin oilfield services company generates revenue from proppant production, logistics, and distributed power. The company's 10-K annual reports detail segment performance, reserve positions, and long-term infrastructure investments including the Dune Express conveyor system.
Quarterly 10-Q filings track proppant volumes, logistics utilization rates, and margin trends that indicate operational efficiency. These reports reveal customer concentration, contract structures, and the mix between sand sales and service revenue. Understanding segment dynamics helps assess the integrated business model's value creation.
Form 4 insider transactions show when executives and directors buy or sell AESI shares. For a company exposed to oil and gas industry cycles, tracking insider activity around earnings releases and commodity price movements provides additional context on management confidence.
Atlas Energy Solutions' 8-K filings capture material events including:
- Quarterly earnings releases and updated financial guidance
- Strategic acquisitions expanding service capabilities
- Major equipment orders and infrastructure investments
- Dividend declarations and capital allocation announcements
- Stock exchange listing developments
Our AI-powered summaries explain the significance of each filing, highlighting key figures and changes relevant to investment analysis. Instead of parsing dense regulatory documents, get clear explanations of what Atlas disclosures mean for the company's competitive position in Permian Basin oilfield services.
Atlas Energy Solutions Inc. shareholder Gregory M. Shepard reports beneficial ownership of 7,651,210 shares of common stock, representing 6.19% of the company’s outstanding shares. This percentage is based on 123,691,077 shares outstanding as of September 30, 2025, as reported in the company’s Form 10-Q.
Shepard entered into a multi-tranche prepaid variable share forward sale with UBS affiliates covering 850,000 Atlas Energy shares. He received a cash payment of $7,036,804 and pledged 850,000 shares as collateral, while retaining voting and ordinary dividend rights during the pledge. Between January 11 and 25, 2027, he must settle each tranche by delivering shares or an equivalent amount of cash, with the number of shares determined by the stock price relative to a floor of $8.63 and a cap of $11.90.
Atlas Energy Solutions Inc. officer reported entering a multi-tranche prepaid variable share forward sale covering 850,000 shares of common stock. On December 15, 2025, the reporting person received a cash payment of $7,036,804 in exchange for agreeing to deliver up to 850,000 shares, or in some circumstances an equivalent amount of cash, to an unaffiliated third-party buyer at future dates.
The transaction matures in tranches between January 11 and January 25, 2027. To secure the obligation, the reporting person pledged 2,165,410 shares of common stock while retaining voting and ordinary dividend rights on those shares during the pledge and if the agreement is cash settled. The number of shares ultimately delivered for each tranche is determined by a formula that compares the share price at maturity to a floor of $8.63 and a cap of $11.90.
Atlas Energy Solutions (AESI) reported a softer quarter. For the three months ended September 30, 2025, revenue was $259.6 million versus $304.4 million a year ago, and the company posted a net loss of $23.7 million (basic and diluted $(0.19)) compared with net income of $3.9 million. Gross profit was $23.8 million as selling, general and administrative expense rose to $36.3 million, including stock‑based compensation of $9.3 million.
Year‑to‑date, revenue reached $845.9 million with a net loss of $28.1 million. Operating cash flow was $113.6 million, while investing cash outflows were $325.2 million (including $204.2 million for acquisitions). Financing provided $181.2 million, driven by a $253.1 million equity offering and $188.8 million of term loan borrowings, partly offset by $92.3 million in dividends and a $101.3 million payment on a deferred consideration note.
At September 30, 2025, total assets were $2.23 billion, cash was $41.3 million, and long‑term debt (net) was $518.4 million. Shares outstanding were 123,982,170 as of October 30, 2025. The company closed the PropFlow acquisition with total consideration of $35.8 million, including $10.2 million of contingent consideration.
Atlas Energy Solutions Inc. reported that it has placed an order for 240 megawatts of power generation equipment. The company disclosed this under Item 7.01 (Regulation FD), noting the information is furnished and not filed. A related press release is included as Exhibit 99.1 dated November 3, 2025.
Atlas Energy Solutions Inc. furnished an 8-K stating it issued a press release with earnings for the quarter ended September 30, 2025. The release is provided as Exhibit 99.1 dated November 3, 2025.
Information under Item 2.02 and Item 7.01 is furnished, not filed, and is not subject to Section 18 of the Exchange Act, nor incorporated by reference unless specifically noted. The company also notes it may communicate material information via its SEC filings, press releases, public calls, and its website’s Investor Relations page. Additional exhibit: Exhibit 104 (Cover Page Inline XBRL).
Atlas Energy Solutions (AESI) announced a leadership change. On October 21, 2025, EVP & President, Sand and Logistics, Chris Scholla departed the Company, effective the same day. The Company stated that his departure constitutes a Qualifying Termination under its Management Change in Control Severance Plan, and he will receive post-employment benefits in accordance with that plan, subject to its terms and conditions, including execution of a participant agreement and general release.
During the search for a successor, President and CEO John Turner will lead Atlas’s sand and logistics operations.
Insider sale from tax-withheld RSU vesting reduced holdings. The reporting person, Dathan C. Voelter, who is an officer (General Counsel and Secretary) and a director at Atlas Energy Solutions Inc. (AESI), reported a transaction on
This is a routine Section 16 disclosure showing an internal tax-related disposition rather than an open-market sale; it documents compliance with required insider reporting and updates the officer's beneficial ownership level for investors and regulators.
BlackRock, Inc. reports beneficial ownership of 12,414,277 shares of Atlas Energy Solutions Inc. common stock, representing 10.0% of the class. The filing shows BlackRock has sole voting power over 12,290,494 shares and sole dispositive power over 12,414,277 shares. The disclosure states these holdings reflect securities held by specified BlackRock business units and excludes other BlackRock units whose holdings are disaggregated.
Chris Scholla, a director and EVP & President, Sand & Logistics at Atlas Energy Solutions Inc. (AESI), reported a routine equity withholding tied to vesting of restricted stock units on 08/14/2025. The filing shows 728 shares were withheld to satisfy tax withholding at a reported value of $11.83 per share.
After this withholding, Scholla beneficially owns 568,319 shares directly and is identified as a member of a 10% owner group. The disclosure is coded as F and is described as tax-withholding rather than an open-market sale.
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