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Atlas Energy Solutions Inc. (AESI) — Insider Trading

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Latest Insider Trading Filed: 2026-04-21

Key Insights

  • The Sealy & Smith Foundation acquired 22,200 RSUs on March 4, 2026, vesting one year later, representing a standard director compensation award with no immediate cash outlay or market signal of insider conviction.
  • The Foundation holds 14,844,390 shares of common stock indirectly, establishing it as a significant 10%+ beneficial owner whose compensation structure requires all director fees and equity awards to transfer to the charitable foundation.
  • The transaction involves restricted stock units subject to continued service requirements, indicating normal course equity compensation rather than open market purchases, which limits inference about management's confidence in stock valuation.
Sentiment: Neutral Significance: 2/10
View Original Filing →

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Earlier Insider Trading filings

Filed: 2026-03-24
  • The reporting person, Douglas G. Rogers, is a director of Atlas Energy Solutions Inc. (AESI) and is required to transfer all compensation received from AESI, including equity awards, to The Sealy & Smith Foundation per an outside compensation agreement.
  • Rogers vested 12,536 restricted stock units (RSUs) on March 13, 2026, which he is required to transfer to the Foundation per the agreement.
  • Following the reported transaction, Rogers directly owns 10,000 shares of AESI common stock, with the remaining 12,536 shares from the vested RSUs required to be transferred to the Foundation.
Sentiment: Neutral Significance: 5/10
View Original Filing →
Filed: 2026-03-24
  • John Gregory Turner, the CEO and President of Atlas Energy Solutions Inc. (AESI), has disposed of 11,246 shares to satisfy tax withholding obligations, indicating an ongoing commitment to the company.
  • Turner is a 10% owner of AESI and is part of a 10% owner group that holds a significant stake of 1,327,980 shares in the company.
  • The transaction appears to be a routine sell-to-cover event, rather than a broader sell-off, suggesting continued insider confidence in the company's prospects.
Sentiment: Positive Significance: 5/10
View Original Filing →
Filed: 2026-03-24
  • Dathan C. Voelter, the General Counsel and Secretary of Atlas Energy Solutions Inc. (AESI), disposed of 2,201 shares on March 23, 2026 to satisfy tax withholding obligations upon the vesting of restricted stock units.
  • Voelter is a member of the 10% owner group of AESI, suggesting he holds a significant stake in the company.
  • The share disposition represents a relatively small fraction of Voelter's overall beneficial ownership of 490,945 shares, indicating this may be a routine transaction.
Sentiment: Neutral Significance: 4/10
View Original Filing →
Filed: 2026-03-06
  • John Gregory Turner, the CEO and President of Atlas Energy Solutions Inc. (AESI), has acquired a significant number of shares through restricted stock units and performance share units, indicating his strong commitment to the company.
  • Turner also holds a substantial indirect beneficial ownership of 1,327,980 shares through 3 Dog Interests, LP, of which he is the sole manager of the general partner.
  • The recent sale of 11,178 shares by Turner to cover tax withholding obligations on vested performance share units suggests prudent management of his personal finances.
Sentiment: Positive Significance: 7/10
View Original Filing →
Filed: 2026-03-06
  • Mark P. Mills, a director of Atlas Energy Solutions Inc. (AESI), acquired 22,200 shares of the company's common stock on March 4, 2026. This direct insider purchase indicates his confidence in the company's prospects.
  • The award of restricted stock units to Mark P. Mills is part of the company's long-term incentive plan, aligning his interests with those of other shareholders.
  • The filing suggests stable leadership and a focus on long-term value creation at Atlas Energy Solutions Inc.
Sentiment: Positive Significance: 5/10
View Original Filing →
Filed: 2026-03-06
  • Kirk Edwards, a director and 10% owner of Atlas Energy Solutions Inc. (AESI), acquired a significant amount of restricted stock units and performance share units, indicating his confidence in the company's future.
  • Edwards also sold a portion of his shares, potentially for tax purposes, but still maintains a substantial ownership stake in AESI.
  • The equity awards and insider transactions suggest AESI's management is incentivized to drive long-term shareholder value.
Sentiment: Positive Significance: 6/10
View Original Filing →
Filed: 2026-03-06
  • Dathan C. Voelter, the General Counsel and Secretary, has acquired a significant amount of shares in Atlas Energy Solutions Inc. (AESI), indicating potential confidence in the company's future performance.
  • The award of performance share units (PSUs) that vested on March 4, 2026, suggests the company has met its performance targets, which could positively impact the stock price.
  • The insider's sale of a portion of their shares to cover tax withholding obligations suggests they are managing their position and diversifying their holdings, rather than making a bearish bet on the company.
Sentiment: Positive Significance: 7/10
View Original Filing →
Filed: 2026-03-06
  • Chris Scholla, a director and 10% owner of Atlas Energy Solutions Inc. (AESI), acquired 25,977 shares of common stock on March 4, 2026 through a performance share unit award that vested.
  • Scholla then sold 8,912 shares on March 6, 2026 to pay taxes due upon the vesting of the performance share units.
  • The transactions indicate Scholla's continued ownership and commitment to AESI, with his beneficial ownership remaining above 10% of the company's outstanding shares.
Sentiment: Positive Significance: 7/10
View Original Filing →
Filed: 2026-03-06
  • A. Lance Langford, a 10% owner of Atlas Energy Solutions Inc. (AESI), acquired 24,218 shares of the company's common stock through a restricted stock unit award.
  • Langford also holds an indirect beneficial ownership of 592,146 shares through BLL Financial Trust and 484,483 shares through ALL Financial Trust, of which he is the trustee and spouse of the trustee, respectively.
  • The acquisition of shares by a significant insider suggests Langford's confidence in the company's future and potential for growth.
Sentiment: Positive Significance: 7/10
View Original Filing →
Filed: 2026-03-06
  • Gayle Burleson, a director of Atlas Energy Solutions Inc. (AESI), acquired 14,632 shares of common stock through a restricted stock unit award, increasing their direct ownership to 37,816 shares.
  • This transaction indicates continued confidence in the company by an insider and aligns Burleson's interests with those of other shareholders.
  • The timing of the transaction, occurring in early March 2026, suggests the company may be preparing to release financial results or other material information.
Sentiment: Positive Significance: 6/10
View Original Filing →
Filed: 2026-03-06
  • The reporting person, Benjamin Blake McCarthy, acquired 90,817 shares of common stock in Atlas Energy Solutions Inc. (AESI) through a grant of restricted stock units that will vest over the next 3 years.
  • The insider acquisition suggests that the CFO is confident in the company's long-term prospects and is aligning his interests with shareholders.
  • The vesting schedule indicates that the restricted stock units are part of the company's long-term incentive plan, which could help retain key management and drive performance.
Sentiment: Positive Significance: 6/10
View Original Filing →
Filed: 2026-03-06
  • Ben M. Brigham, the Executive Chairman of Atlas Energy Solutions Inc. (AESI), acquired 277,778 shares of the company's common stock through a performance share unit (PSU) award that vested on March 4, 2026.
  • Brigham also owns significant indirect stakes in AESI through his ownership interests in Anne and Bud Oil & Gas Vested, LLC (10,526,880 shares), Brigham Children's Family LP (1,564,346 shares), and Anne and Bud Oil & Gas Unvested, LLC (2,518,721 shares).
  • The insider buying activity by the Executive Chairman suggests confidence in the company's performance and future prospects.
Sentiment: Positive Significance: 6/10
View Original Filing →
Filed: 2026-01-02
  • The reporting person, Gregory M. Shepard, entered into a prepaid variable share forward sale transaction with an unaffiliated third party involving 532,500 shares of Atlas Energy Solutions Inc. common stock.
  • Shepard pledged the 532,500 shares as collateral for the transaction and retained voting and ordinary dividend rights in the pledged shares.
  • The forward sale transaction will settle in multiple tranches between January 18-22, 2029, with the number of shares delivered dependent on the Atlas Energy Solutions stock price at the time of each settlement.
Sentiment: Neutral Significance: 5/10
View Original Filing →

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Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.