[SCHEDULE 13G] Alpha Metallurgical Resources, Inc. Passive Investment Disclosure (>5%)
Alpha Metallurgical: State Street discloses 7.7% stake
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.
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.
Key Figures
Beneficial ownership shares:974,463 sharesPercent of class:7.7%Shared voting power:962,536 shares+5 more
8 metrics
Beneficial ownership shares974,463 sharesShares of Alpha Metallurgical Resources common stock reported as beneficially owned by State Street Corporation and affiliates
Percent of class7.7%Portion of Alpha Metallurgical Resources common stock class beneficially owned by State Street Corporation and affiliates
Shared voting power962,536 sharesNumber of shares over which State Street reports shared voting power
Shared dispositive power974,463 sharesNumber of shares over which State Street reports shared dispositive power
SSGA FM beneficial shares729,439 sharesShares of Alpha Metallurgical Resources common stock beneficially owned by SSGA Funds Management, Inc.
SSGA FM percent of class5.7%Portion of the common stock class beneficially owned by SSGA Funds Management, Inc.
SSGA FM shared voting power727,639 sharesShares over which SSGA Funds Management, Inc. has shared voting power
SSGA FM shared dispositive power729,439 sharesShares over which SSGA Funds Management, Inc. has shared dispositive power
Key Terms
beneficially owned, shared voting power, shared dispositive power, Investment Company Act of 1940, +2 more
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 powerfinancial
"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 powerfinancial
"8 | Shared Dispositive Power 974,463.00"
Investment Company Act of 1940regulatory
"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 companyfinancial
"subsidiary which acquired the security being reported on by the parent holding company"
investment adviserfinancial
"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.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
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.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
ALPHA METALLURGICAL RESOURCES INC
(Name of Issuer)
COMMON STOCK
(Title of Class of Securities)
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
CUSIP Number(s):
020764106
1
Names of Reporting Persons
STATE STREET CORPORATION
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
MASSACHUSETTS
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
962,536.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
974,463.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
974,463.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
7.7 %
12
Type of Reporting Person (See Instructions)
HC
SCHEDULE 13G
CUSIP Number(s):
020764106
1
Names of Reporting Persons
SSGA FUNDS MANAGEMENT, INC.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
MASSACHUSETTS
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
727,639.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
729,439.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
729,439.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
5.7 %
12
Type of Reporting Person (See Instructions)
IA
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
ALPHA METALLURGICAL RESOURCES INC
(b)
Address of issuer's principal executive offices:
340 MARTIN LUTHER KING JR BLVD, BRISTOL, TENNESSEE, 37620
Item 2.
(a)
Name of person filing:
SSGA FUNDS MANAGEMENT, INC.;STATE STREET CORPORATION;
(b)
Address or principal business office or, if none, residence:
1 CONGRESS STREET, SUITE 1, BOSTON MA 02114, UNITED STATES (FOR ALL REPORTING PERSONS)
(c)
Citizenship:
MA
(d)
Title of class of securities:
COMMON STOCK
(e)
CUSIP Number(s):
020764106
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
974463.00
(b)
Percent of class:
7.7 %
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
0
(ii) Shared power to vote or to direct the vote:
962,536
(iii) Sole power to dispose or to direct the disposition of:
0
(iv) Shared power to dispose or to direct the disposition of:
974,463
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
NOT APPLICABLE
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary.
SSGA FUNDS MANAGEMENT, INC. (IA);STATE STREET GLOBAL ADVISORS EUROPE LIMITED (IA);STATE STREET GLOBAL ADVISORS LIMITED (IA);STATE STREET GLOBAL ADVISORS SINGAPORE LIMITED (IA);STATE STREET GLOBAL ADVISORS TRUST COMPANY (IA);STATE STREET GLOBAL ADVISORS, LTD. (IA);
Item 8.
Identification and Classification of Members of the Group.
If a group has filed this schedule pursuant to §240.13d-1(b)(1)(ii)(K), so indicate under Item 3(k) and attach an exhibit stating the identity and Item 3 classification of each member of the group. If a group has filed this schedule pursuant to §240.13d-1(c) or §240.13d-1(d), attach an exhibit stating the identity of each member of the group.
NOT APPLICABLE
Item 9.
Notice of Dissolution of Group.
Notice of dissolution of a group may be furnished as an exhibit stating the date of the dissolution and that all further filings with respect to transactions in the security reported on will be filed, if required, by members of the group, in their individual capacity. See Item 5.
NOT APPLICABLE
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.