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.
The Atlas Energy Solutions Inc. (NYSE: AESI) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. These documents offer detailed insight into Atlas’s operations in proppant supply, oilfield logistics and distributed power systems, as well as its financial position and risk profile.
Current reports on Form 8-K highlight material events and key corporate actions. Recent 8-K filings describe a master lease agreement and interim funding agreement entered into by Galt Power Solutions LLC, an indirect wholly owned subsidiary, and a financing counterparty for approximately 240 megawatts of power generation equipment, along with related amendments to Atlas’s ABL credit facility. Other 8-Ks furnish earnings press releases for quarterly periods, announce the acquisition of PropFlow, LLC and its on-wellsite proppant filtration technology, and outline stock ownership guidelines adopted by the board for executives and directors.
Through its periodic reports on Forms 10-K and 10-Q (accessible via EDGAR), Atlas provides comprehensive financial statements, segment information, discussions of product, service and rental revenue, and explanations of non-GAAP measures such as Adjusted EBITDA and Adjusted Free Cash Flow. These filings also include risk factor discussions covering commodity price volatility, regulatory changes, operational risks and other factors relevant to Atlas’s proppant, logistics and power activities.
Investors can use this page to review Atlas’s real-time 8-K disclosures, along with its annual and quarterly reports, to understand how new agreements, acquisitions, governance policies and financing structures affect the company’s obligations and strategy. Stock Titan’s interface is designed to surface key forms such as 10-K, 10-Q and 8-K and to pair them with AI-powered summaries that explain the main points and implications of each filing in clear language.
Atlas Energy Solutions Inc. is raising capital through a private placement of $450 million in 0.50% Convertible Senior Notes due 2031, including full exercise of a $60 million option. The notes are senior unsecured, pay 0.50% interest semi-annually, and mature on April 15, 2031 unless earlier converted, redeemed or repurchased.
The initial conversion rate is 68.9275 shares per $1,000 of notes, implying a conversion price of about $14.51, a 30% premium to the $11.16 stock price on April 6, 2026. Atlas may redeem the notes for cash starting April 20, 2029 if the share price is at least 130% of the conversion price, and holders have put rights upon certain fundamental changes.
Atlas entered into $50 million capped call transactions with a cap price of $22.32 per share to help limit potential dilution and excess cash outlay on conversion. The company estimates net proceeds of about $377 million, to be used partly for capped call costs, repayment of Stonebriar lease advances and its 2023 ABL Credit Facility, and for general corporate purposes including power equipment purchases.
Atlas Energy Solutions Inc. plans a private offering of $300 million in convertible senior notes due 2031, with an option for purchasers to buy an additional $45 million. Atlas expects to use proceeds to repay lease and ABL borrowings, enter capped call transactions, and fund power generation equipment purchases.
For the quarter ended March 31, 2026, Atlas preliminarily estimates a net loss between $40.0 million and $43.3 million, EBITDA between $19.0 million and $22.9 million, and Adjusted EBITDA between $26.0 million and $30.0 million. As of April 2, 2026, Atlas had approximately $61 million outstanding under its master equipment lease and $75 million under its 2023 ABL credit facility.
Atlas Energy Solutions Inc. has signed a 5‑year power purchase agreement for 120 megawatts of dedicated on‑site generation with a subsidiary of an investment‑grade technology infrastructure provider, with two additional 5‑year extension options. The company expects these power assets to generate approximately $50 to $55 million of annualized Adjusted Free Cash Flow once fully energized in the first half of 2027.
Atlas also updated its outlook, now guiding first quarter 2026 Adjusted EBITDA to approximately $26 to $30 million, impacted by severe winter weather, higher maintenance spending at its Kermit facility, and temporary increases in trucking and diesel costs. Sand sales volume is expected to be about 5.8 million tons, including 150 thousand tons purchased from third parties.
The company cites improving market conditions, noting an additional one million tons of sand contracted for the remainder of 2026 and mining operations effectively sold out for the second quarter at current production levels. For second quarter 2026, Atlas expects Adjusted EBITDA of approximately $50 million, supported by higher sand and logistics margins and rising contributions from its expanding Power business.
Voyles Robb L. reported acquisition or exercise transactions in this Form 4 filing.
Atlas Energy Solutions Inc. director Robb L. Voyles received an award of 25,227 shares of Common Stock in the form of restricted stock units under the company’s Long Term Incentive Plan. The award vests in full on the first anniversary of the grant date, subject to continued service, bringing his direct holdings to 54,394 shares.
Atlas Energy Solutions Inc. is asking stockholders to vote at its 2026 annual meeting on key governance and compensation matters. The meeting will be held in person at the Austin, Texas headquarters on May 7, 2026, with a March 17, 2026 record date.
Stockholders will vote on electing two Class III directors, Gayle Burleson and Robb L. Voyles, to terms running until the 2029 meeting, ratifying Ernst & Young LLP as auditor for 2026, approving 2025 named executive officer pay on an advisory basis, and adopting a new Employee Stock Purchase Plan.
The proxy also describes Atlas’s board structure, committee independence, related‑party transactions, and a pay program that is heavily weighted to long‑term equity with performance share units tied to relative total shareholder return and return on capital employed, plus a 2025 annual bonus funded at 45% of target.
Atlas Energy Solutions Inc: Amendment on a Schedule 13G/A shows The Vanguard Group reports 0 shares beneficially owned of Common Stock and 0% ownership as of the filing. The filing explains an internal realignment that led to disaggregated reporting by Vanguard subsidiaries.
The signature block shows the filing was signed by Ashley Grim, Head of Global Fund Administration, on 03/26/2026.
Atlas Energy Solutions Inc. director Douglas G. Rogers reported the vesting and exercise of 12,536 Restricted Stock Units, which converted into the same number of shares of common stock at no cost under the company’s 2023 Long Term Incentive Plan. Under an Outside Compensation Agreement, all compensation from Atlas, including these vested shares, must be transferred for no consideration to The Sealy & Smith Foundation, where Rogers serves as Executive Director. A follow-on administrative transaction reflects this transfer obligation. After these events, Rogers reports direct ownership of 10,000 shares of common stock, and no open‑market purchases or sales occurred.
Atlas Energy Solutions CEO John Gregory Turner reported a routine tax-related share disposition. The company withheld 11,246 shares of Common Stock at $13.48 per share to cover tax obligations upon vesting of restricted stock units, rather than through an open-market sale. After this withholding, Turner directly holds 656,678 shares. He also has indirect beneficial ownership of 1,327,980 shares of Common Stock held by 3 Dog Interests, LP, an entity for which he serves as sole manager of the general partner, so his overall economic exposure to Atlas Energy Solutions remains substantial.
Atlas Energy Solutions Inc. General Counsel and Secretary Dathan C. Voelter reported a routine tax-related share disposition. On the vesting of restricted stock units, 2,201 shares of Common Stock were withheld at $13.48 per share to cover tax obligations. After this withholding, Voelter directly holds 490,945 shares of Atlas Energy Solutions common stock, so the transaction represents only a small portion of his overall position and does not reflect an open-market sale.
Atlas Energy Solutions Inc. filing reports that Encompass Capital Advisors LLC and Todd J. Kantor together beneficially own 6,354,153 shares of Common Stock, representing 5.09% of the class.
The filing states the holders have shared voting and shared dispositive power over 6,354,153 shares. A joint filing agreement is dated March 18, 2026.