ALLIANCE RESOURCE PARTNERS LP (ARLP)

AI-Powered SEC Filing Analysis

Current Report Filed: 2026-04-27

Key Insights

  • ARLP announced Q1 2026 earnings results on April 27, 2026, providing quarterly operating performance and financial condition updates to the market.
  • The filing is a routine 8-K disclosure of earnings without indication of material events, guidance changes, or significant operational developments based on the limited information provided in the form itself.
  • Full financial details are contained in the attached press release (Exhibit 99.1), which is furnished but not filed, limiting liability implications under securities law for the disclosed information.
Current Report Filed: 2026-04-07

Key Insights

  • ARLP's River View Mine received an imminent danger order from MSHA related to maintenance work on a shuttle car, indicating potential safety and operational issues that could impact production and costs.
  • The company reserves the right to contest the order and any related citations or assessments, which suggests they may dispute the findings or seek to minimize the impact.
  • The filing does not provide any additional context or details around the incident, so the full scope and potential ramifications are unclear.
Annual Report Filed: 2026-02-26

Key Insights

  • ARLP's property, plant and equipment assets have increased steadily over the past 3 years, indicating ongoing investment in its coal mining operations.
  • The company's cost of goods and services, excluding depreciation and amortization, has fluctuated over the past 3 years, suggesting potential volatility in its operational expenses.
  • ARLP has experienced changes in its operating lease liabilities and other non-current liabilities, which could impact its financial position and cash flows.
Insider Trading Filed: 2026-02-19

Key Insights

  • Insider Thomas M. Wynne, the Senior Vice President and COO of Alliance Resource Partners LP, acquired 34,080 common units through the vesting of restricted units, indicating his confidence in the company's future performance.
  • Wynne also sold 15,228 common units to cover tax liabilities, suggesting he is maintaining a significant ownership stake in the company.
  • Wynne holds a substantial indirect ownership of 424,394 common units through the Wynne Family LP and the Thomas M. Wynne Family Trust, further demonstrating his long-term commitment to the company.
Insider Trading Filed: 2026-02-19

Key Insights

  • Megan J. Cordle, the VP, Controller, and CAO of Alliance Resource Partners LP, acquired 6,086 common units through the vesting of restricted units and disposed of 2,992 units to cover tax liabilities, indicating an ongoing commitment to the company.
  • The transactions occurred on February 17, 2026, suggesting regular insider activity and potential confidence in the company's performance.
  • The net increase in Cordle's direct ownership of 3,094 common units, from 48,442 to 51,434 units, represents a modest but meaningful increase in her personal stake in the company.
Current Report Filed: 2026-02-04

Key Insights

  • ARLP has acquired significant coal reserves and surface rights in Ohio County, West Virginia and Washington County, Pennsylvania through a $15.5 million transaction with two related foundations.
  • The transactions were approved by the Conflicts Committee of the Board, indicating they were negotiated at arm's length despite the related party nature.
  • ARLP is providing flexible payment terms to one of the sellers, the JWC Foundation, allowing prepayment of the remaining balance without penalty.
Insider Trading Filed: 2026-01-29

Key Insights

  • The reporting person, Thomas M. Wynne, is a Senior Vice President and Chief Operating Officer of Alliance Resource Partners LP, indicating his important role and insider status in the company.
  • Wynne holds a significant number of common units in the company, both directly and indirectly through his family entities, suggesting a strong alignment of his interests with those of other shareholders.
  • The vesting of 34,080 restricted units granted to Wynne in 2023 under the company's Long-Term Incentive Plan indicates the company's commitment to incentivizing and retaining key management.
Insider Trading Filed: 2026-01-29

Key Insights

  • ARLP Vice President, Controller and Chief Accounting Officer Megan J. Cordle disposed of 45,348 common units on January 27, 2026.
  • Cordle was also granted 6,086 restricted units on the same date, which vested effective January 1, 2026.
  • This insider transaction activity provides insight into Cordle's holdings and compensation structure at ARLP.
Insider Trading Filed: 2026-01-29

Key Insights

  • Cary P. Marshall, a senior VP and CFO of Alliance Resource Partners LP, acquired 30,945 restricted units through a compensation plan grant, indicating continued executive commitment to the company.
  • Marshall also holds a significant indirect beneficial ownership of 1,000,663 common units through a trust and 93,125 units through an LLC, suggesting substantial personal investment in the partnership.
  • The vesting of the restricted unit grant on January 1, 2026 is a positive sign, as it aligns the executive's interests with those of unit holders.
Insider Trading Filed: 2026-01-29

Key Insights

  • This Form 4 filing discloses that Kirk Tholen, a Senior Vice President at Alliance Resource Partners LP, disposed of 153,777 common units on January 27, 2026.
  • Tholen also received 34,080 restricted units that vested on January 1, 2026, as part of the company's Long-Term Incentive Plan.
  • Insider transactions can provide insights into management's views on the company's prospects, so this filing is worth monitoring for any patterns in Tholen's future trading activity.
Insider Trading Filed: 2026-01-29

Key Insights

  • The reporting person, Mark Watson, disposed of 38,671 common units of Alliance Resource Partners LP (ARLP), indicating a significant reduction in his direct ownership stake in the company.
  • Watson was granted 12,317 restricted units under the company's Long-Term Incentive Plan, which vested effective January 1, 2026, suggesting ongoing executive compensation and incentive alignment.
  • The transaction appears to be a routine portfolio adjustment by the reporting person and does not indicate any major strategic shifts or changes in the company's leadership or operations.
Insider Trading Filed: 2026-01-29

Key Insights

  • Timothy J. Whelan, the Senior Vice President of Sales at Alliance Resource Partners LP (ARLP), has disposed of 93,850 common units of the company.
  • Whelan has also acquired 29,211 restricted units that vested effective January 1, 2026, likely as part of the company's long-term incentive plan.
  • The reported transactions suggest a mix of insider selling and stock compensation, which may provide insights into Whelan's personal financial decisions and the company's executive compensation practices.

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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.