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 Inc. filings document regulatory disclosures for an NYSE-listed energy services company with Permian Basin proppant, logistics and distributed power operations. Recent Form 8-K filings cover quarterly and annual operating results, Regulation FD disclosures, material definitive agreements, power purchase arrangements, equipment supply commitments and related business updates.
The company’s SEC record also documents capital-structure matters, including senior unsecured convertible notes due 2031, capped-call and financing-related disclosures, and uses of proceeds connected to debt repayment, power generation equipment and general corporate purposes. Proxy materials and annual-meeting reports cover board elections, auditor ratification, executive-compensation votes and the Atlas Energy Solutions Inc. Employee Stock Purchase Plan.
Atlas Energy Solutions Inc. has signed a 5‑year power purchase agreement for 120 megawatts of dedicated on‑site generation with a subsidiary of an investment‑grade technology infrastructure provider, with two additional 5‑year extension options. The company expects these power assets to generate approximately $50 to $55 million of annualized Adjusted Free Cash Flow once fully energized in the first half of 2027.
Atlas also updated its outlook, now guiding first quarter 2026 Adjusted EBITDA to approximately $26 to $30 million, impacted by severe winter weather, higher maintenance spending at its Kermit facility, and temporary increases in trucking and diesel costs. Sand sales volume is expected to be about 5.8 million tons, including 150 thousand tons purchased from third parties.
The company cites improving market conditions, noting an additional one million tons of sand contracted for the remainder of 2026 and mining operations effectively sold out for the second quarter at current production levels. For second quarter 2026, Atlas expects Adjusted EBITDA of approximately $50 million, supported by higher sand and logistics margins and rising contributions from its expanding Power business.
Voyles Robb L. reported acquisition or exercise transactions in this Form 4 filing.
Atlas Energy Solutions Inc. director Robb L. Voyles received an award of 25,227 shares of Common Stock in the form of restricted stock units under the company’s Long Term Incentive Plan. The award vests in full on the first anniversary of the grant date, subject to continued service, bringing his direct holdings to 54,394 shares.
Atlas Energy Solutions Inc. is asking stockholders to vote at its 2026 annual meeting on key governance and compensation matters. The meeting will be held in person at the Austin, Texas headquarters on May 7, 2026, with a March 17, 2026 record date.
Stockholders will vote on electing two Class III directors, Gayle Burleson and Robb L. Voyles, to terms running until the 2029 meeting, ratifying Ernst & Young LLP as auditor for 2026, approving 2025 named executive officer pay on an advisory basis, and adopting a new Employee Stock Purchase Plan.
The proxy also describes Atlas’s board structure, committee independence, related‑party transactions, and a pay program that is heavily weighted to long‑term equity with performance share units tied to relative total shareholder return and return on capital employed, plus a 2025 annual bonus funded at 45% of target.
Atlas Energy Solutions Inc: Amendment on a Schedule 13G/A shows The Vanguard Group reports 0 shares beneficially owned of Common Stock and 0% ownership as of the filing. The filing explains an internal realignment that led to disaggregated reporting by Vanguard subsidiaries.
The signature block shows the filing was signed by Ashley Grim, Head of Global Fund Administration, on 03/26/2026.
Atlas Energy Solutions Inc. director Douglas G. Rogers reported the vesting and exercise of 12,536 Restricted Stock Units, which converted into the same number of shares of common stock at no cost under the company’s 2023 Long Term Incentive Plan. Under an Outside Compensation Agreement, all compensation from Atlas, including these vested shares, must be transferred for no consideration to The Sealy & Smith Foundation, where Rogers serves as Executive Director. A follow-on administrative transaction reflects this transfer obligation. After these events, Rogers reports direct ownership of 10,000 shares of common stock, and no open‑market purchases or sales occurred.
Atlas Energy Solutions CEO John Gregory Turner reported a routine tax-related share disposition. The company withheld 11,246 shares of Common Stock at $13.48 per share to cover tax obligations upon vesting of restricted stock units, rather than through an open-market sale. After this withholding, Turner directly holds 656,678 shares. He also has indirect beneficial ownership of 1,327,980 shares of Common Stock held by 3 Dog Interests, LP, an entity for which he serves as sole manager of the general partner, so his overall economic exposure to Atlas Energy Solutions remains substantial.
Atlas Energy Solutions Inc. General Counsel and Secretary Dathan C. Voelter reported a routine tax-related share disposition. On the vesting of restricted stock units, 2,201 shares of Common Stock were withheld at $13.48 per share to cover tax obligations. After this withholding, Voelter directly holds 490,945 shares of Atlas Energy Solutions common stock, so the transaction represents only a small portion of his overall position and does not reflect an open-market sale.
Atlas Energy Solutions Inc. filing reports that Encompass Capital Advisors LLC and Todd J. Kantor together beneficially own 6,354,153 shares of Common Stock, representing 5.09% of the class.
The filing states the holders have shared voting and shared dispositive power over 6,354,153 shares. A joint filing agreement is dated March 18, 2026.
Atlas Energy Solutions Inc. is soliciting proxies for its 2026 Annual Meeting of Stockholders to be held in person at its Austin headquarters on May 7, 2026. The Board recommends votes FOR election of two Class III directors (Gayle Burleson and Robb L. Voyles), ratification of Ernst & Young LLP as independent auditor, an advisory approval of named executive officer compensation (say-on-pay), and adoption of an Employee Stock Purchase Plan (ESPP). The Record Date for voting is March 17, 2026. The proxy statement describes director nominees, board governance and committee structure, related‑party arrangements (including certain transactions with entities affiliated with Executive Chairman Ben M. “Bud” Brigham), director and executive compensation programs, and the Company’s 2025 performance and long‑term incentive design.
Atlas Energy Solutions Inc. Chief Financial Officer Benjamin Blake McCarthy reported a routine tax-withholding transaction related to equity compensation. On this Form 4, 4,266 shares of common stock were withheld at $13.60 per share to satisfy tax obligations upon the vesting of restricted stock units. After this non-market disposition, he directly holds 188,590 shares of Atlas Energy common stock.