Scholla Chris 4

What Happened
Chris Scholla, a member of a 10% owner group in Atlas Energy Solutions Inc. (AESI), had 25,977 performance share units (PSUs) vest on March 4, 2026 (acquired at $0). On March 6, 2026 he sold 8,912 of those shares in open-market transactions at a weighted average price of $11.79, generating approximately $105,037. Based on the reported transactions, the net increase in shares from these events is 17,065 (25,977 acquired − 8,912 sold).

Key Details

• Transaction dates: PSUs vested/acquired 2026-03-04; shares sold 2026-03-06; Form 4 filed 2026-03-06.
• Prices/values: PSUs acquired at $0; sale weighted average price $11.79 (range $11.52–$11.98); proceeds ≈ $105,037.
• Shares owned after transaction: Not specified in the filing.
• Footnotes: F1 — PSUs were originally granted Mar 13, 2023 and vested based on absolute/relative shareholder return and Return on Capital Employed over three years; F2 — the sale was to pay taxes due on vesting (tax withholding), sold in multiple transactions; the filer can provide exact share counts at each sale price on request.
• Filing timeliness: Form filed Mar 6, 2026 covering the Mar 4 and Mar 6 events — appears timely.
• Remark: Reporting person is a member of a 10% owner group (substantial holder, not necessarily an executive trade).

Context

• PSUs are performance-based grants that convert to shares when performance conditions are met; vesting here reflects certified performance over a three-year period.
• The sale was a tax-withholding disposition (routine) and does not necessarily indicate a change in investment view.
• Purchases/awards (acquisitions) tend to be more informative than routine withholding sales; this filing shows a net increase of 17,065 shares from the reported transactions.