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. 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.
Atlas Energy Solutions Inc. CEO and President John Gregory Turner reported a routine tax-related share disposition. On March 16, 2026, 16,130 shares of Common Stock at $13.60 per share were withheld upon vesting of restricted stock units to satisfy tax withholding obligations.
Following this, Turner held 667,924 Common shares directly and 1,327,980 Common shares indirectly through 3 Dog Interests, LP, for which he is the sole manager of the general partner.
Atlas Energy Solutions Inc. General Counsel and Secretary Dathan C. Voelter reported a tax-related share disposition tied to equity compensation. On this Form 4, 4,857 shares of common stock were withheld on March 16, 2026 upon vesting of restricted stock units to satisfy tax withholding obligations at $13.60 per share.
After this withholding, Voelter directly holds 493,146 shares of Atlas Energy Solutions common stock. Because the transaction reflects automatic tax withholding rather than an open‑market sale, it represents a routine administrative event and does not indicate discretionary selling activity.
Atlas Energy Solutions Inc. insider Ginn Kirk Edwards reported a routine tax-related share disposition. On the vesting of restricted stock units, 3,048 shares of Common Stock were withheld to cover tax obligations, at a reference price of $13.60 per share.
After this withholding, Edwards directly holds 560,451 shares of Atlas Energy Solutions common stock. The transaction is classified as a tax-withholding disposition rather than an open-market purchase or sale, reflecting normal equity compensation mechanics.
Atlas Energy Solutions Inc. entered a Global Framework Agreement with Caterpillar Inc. under which Caterpillar will reserve approximately 1.4 gigawatts of incremental power generation equipment for Atlas through December 31, 2030. Atlas, through its subsidiary ProjectCo, committed to an initial aggregate purchase obligation of about $840 million, with pricing subject to capped annual escalations and other adjustments.
Atlas will pay a $5 million annual capacity deposit starting in 2027, credited against equipment purchases, and orders will be placed via Caterpillar dealers using rolling demand forecasts. A related press release states that orders are scheduled for 2027–2029 and that, with successful deployment, Atlas forecasts owning and operating roughly 2.0 gigawatts of power generation assets by 2030 to support its private grid and distributed power strategy.
Rogers Douglas G reported acquisition or exercise transactions in this Form 4 filing.
Atlas Energy Solutions Inc. director Douglas G. Rogers reported an award of 22,200 restricted stock units (RSUs) on March 4, 2026 under the company’s Long Term Incentive Plan. Each RSU represents a contingent right to receive one share of common stock and vests in full on the first anniversary of the grant date, subject to continued service and any permitted acceleration.
Following this RSU grant, Rogers reported 34,736 RSUs held directly and 10,000 shares of common stock held directly. Under an Outside Compensation Agreement with The Sealy & Smith Foundation, once these RSUs vest, the underlying common shares must be transferred to the charitable foundation for no consideration, and Rogers disclaims beneficial ownership of those underlying shares except to the extent of any pecuniary interest.
Atlas Energy Solutions Inc. director Howard John Michael acquired 22,200 shares of common stock on March 4, 2026 as a grant, award, or other acquisition. The award was made pursuant to the Atlas Energy Solutions Inc. Long Term Incentive Plan and was priced at $0.00 per share.
According to the footnote, this grant consists of restricted stock units that vest in full on the first anniversary of the grant date, subject to continued service through the vesting date. Following this equity award, Michael directly owns a total of 45,153 shares of Atlas Energy Solutions common stock.
Atlas Energy Solutions Inc. director Douglas G. Rogers reported buying 7,000 shares of common stock on May 14, 2025 in an open‑market purchase at a weighted average price of $13.266 per share, bringing his directly held common stock to 10,000 shares.
This amended Form 4 also discloses Rogers’ beneficial ownership of 12,536 shares of common stock underlying restricted stock units awarded on March 13, 2025. Under an Outside Compensation Agreement, when these RSUs vest the underlying shares must be transferred for no consideration to The Sealy & Smith Foundation, and Rogers disclaims beneficial ownership beyond his pecuniary interest.