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Alpha Metallurgical Resources (AMR): State Street reports 7.7% ownership stake

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Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

State Street Corporation and its affiliate SSGA Funds Management, Inc. report beneficial ownership of 974,463 shares of Alpha Metallurgical Resources Inc. common stock, representing 7.7% of the class. All voting and dispositive authority over these shares is described as shared, with no sole voting or dispositive power.

Within this total, SSGA Funds Management, Inc. is reported with beneficial ownership of 729,439 shares, or 5.7% of the common stock, also on a shared voting and dispositive basis. The filing notes that no other persons are identified as having rights to receive dividends or sale proceeds related to more than five percent of the class.

Positive

  • None.

Negative

  • None.
Beneficial ownership shares 974,463 shares Shares of Alpha Metallurgical Resources common stock reported as beneficially owned by State Street Corporation and affiliates
Percent of class 7.7% Portion of Alpha Metallurgical Resources common stock class beneficially owned by State Street Corporation and affiliates
Shared voting power 962,536 shares Number of shares over which State Street reports shared voting power
Shared dispositive power 974,463 shares Number of shares over which State Street reports shared dispositive power
SSGA FM beneficial shares 729,439 shares Shares of Alpha Metallurgical Resources common stock beneficially owned by SSGA Funds Management, Inc.
SSGA FM percent of class 5.7% Portion of the common stock class beneficially owned by SSGA Funds Management, Inc.
SSGA FM shared voting power 727,639 shares Shares over which SSGA Funds Management, Inc. has shared voting power
SSGA FM shared dispositive power 729,439 shares Shares over which SSGA Funds Management, Inc. has shared dispositive power
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: 974463.00"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared voting power financial
"6 | Shared Voting Power 962,536.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"8 | Shared Dispositive Power 974,463.00"
Investment Company Act of 1940 regulatory
"investment company registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.
parent holding company financial
"subsidiary which acquired the security being reported on by the parent holding company"
investment adviser financial
"STATE STREET GLOBAL ADVISORS LIMITED (IA);STATE STREET GLOBAL ADVISORS SINGAPORE LIMITED (IA)"
An investment adviser is a person or firm that professionally manages money and gives recommendations about buying, selling, or holding investments. Like a financial coach or guide, they have a legal duty to act in a client's best financial interest, so their advice, fees and potential conflicts can directly affect returns and risk — making their role important for investors who want informed, accountable help with portfolios.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

How much of Alpha Metallurgical Resources (AMR) stock does State Street report owning?

State Street Corporation and affiliates report beneficial ownership of 974,463 shares of Alpha Metallurgical Resources common stock, representing 7.7% of the class. This stake is held with shared voting and shared dispositive power, and no sole authority is reported.

What is SSGA Funds Management, Inc.’s individual stake in Alpha Metallurgical Resources (AMR)?

SSGA Funds Management, Inc. reports beneficial ownership of 729,439 shares of Alpha Metallurgical Resources common stock, equal to 5.7% of the class. These shares are held with shared voting power and shared dispositive power, and no sole authority is listed.

What voting and dispositive powers does State Street have over AMR shares?

The report shows 0 shares with sole voting power and 962,536 shares with shared voting power, plus 0 shares with sole dispositive power and 974,463 shares with shared dispositive power. This indicates all reported authority is shared, not exclusive.

Does any other person have rights to AMR dividends or sale proceeds over 5% of the class?

The filing states “NOT APPLICABLE” regarding others with rights to receive dividends or sale proceeds for more than 5% of the class. No additional persons are identified as having such economic interests in Alpha Metallurgical Resources shares.

Which subsidiaries are identified in State Street’s AMR ownership filing?

Subsidiaries listed include SSGA Funds Management, Inc. and several State Street Global Advisors entities in Europe, the UK, Singapore, and other jurisdictions. Each is classified as an “IA” (investment adviser) involved in managing the reported Alpha Metallurgical Resources shares.





020764106

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



STATE STREET CORPORATION
Signature:ELIZABETH SCHAEFER
Name/Title:SENIOR VICE PRESIDENT, CHIEF ACCOUNTING OFFICER
Date:08/07/2026
SSGA FUNDS MANAGEMENT, INC.
Signature:BRIAN HARRIS
Name/Title:CHIEF COMPLIANCE OFFICER
Date:08/07/2026