Atlas Energy Solutions Inc.·4

Mar 6, 5:22 PM ET

Turner John Gregory 4

4 · Atlas Energy Solutions Inc. · Filed Mar 6, 2026

Research Summary

AI-generated summary of this filing

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Atlas Energy (AESI) 10% Owner John Turner Receives Awards, Withholds 11,178 Shares

What Happened

  • John Gregory Turner, a member of a 10% owner group of Atlas Energy Solutions Inc. (AESI), was awarded equity and had shares withheld to satisfy tax withholding. On March 4, 2026 Turner was granted 201,816 restricted stock units (RSUs) and 45,833 performance share units (PSUs) (awarded at $0.00). The PSUs vested on March 4, 2026 and, to cover tax obligations, 11,178 shares were withheld/ disposed on March 6, 2026 at $9.91 per share, totaling $110,774. The RSUs vest in three equal annual installments on March 4 of 2027, 2028 and 2029, subject to continued employment.

Key Details

  • Transaction dates and prices:
    • 2026-03-04: Award/Acquisition — 201,816 RSUs @ $0.00 (acquired)
    • 2026-03-04: Award/Acquisition — 45,833 PSUs @ $0.00 (acquired; PSUs vested)
    • 2026-03-06: Tax withholding (disposition) — 11,178 shares @ $9.91; value $110,774
  • Shares reported/ownership note: Filing references 1,327,980 shares held directly by 3 Dog Interests, LP (Mr. Turner is sole manager of the GP for that LP). The filing identifies Turner as part of a 10% owner group; the filing does not list a consolidated total beneficial ownership beyond that related-entity disclosure.
  • Footnotes: RSUs vest over three years (F1). PSUs vested based on certified performance over a three‑year period and were settled (F2). The 11,178-share disposal reflects withholding to satisfy tax obligations upon PSU vesting (F3). Mr. Turner is connected to 3 Dog Interests, LP (F4).
  • Timeliness: Transactions occurred March 4–6, 2026; the Form 4 was filed March 6, 2026 (no late filing indicated).

Context

  • This was mainly an award/vesting event (not an open‑market buy or a discretionary sale). The 11,178‑share removal was a routine tax withholding upon PSU settlement (common when awards vest) rather than an active market sale for investment purposes. As a reported 10% owner via a related entity, Turner’s holdings reflect institutional/ownership structure as disclosed, not necessarily routine insider trading by an executive.

Insider Transaction Report

Form 4
Period: 2026-03-04
Turner John Gregory
DirectorCEO and President10% OwnerOther
Transactions
  • Award

    Common Stock

    [F1]
    2026-03-04+201,816649,399 total
  • Award

    Common Stock

    [F2]
    2026-03-04+45,833695,232 total
  • Tax Payment

    Common Stock

    [F3]
    2026-03-06$9.91/sh11,178$110,774684,054 total
Holdings
  • Common Stock

    [F4]
    (indirect: See footnote)
    1,327,980
Footnotes (4)
  • [F1]Award of restricted stock units pursuant to the Atlas Energy Solutions Inc. 2023 Long Term Incentive Plan. The award vests in three equal installments on March 4, 2027, March 4, 2028, and March 4, 2029, subject to continued employment through each vesting date.
  • [F2]Award of performance share units ("PSUs") pursuant to the Atlas Energy Solutions Inc. Long Term Incentive Plan. The award vested on March 4, 2026, subject to certified performance and authorized settlement by the Compensation Committee of the Issuer with respect to PSUs originally granted on March 13, 2023, which vested based on the Issuer's absolute and relative shareholder return and Return on Capital Employed Performance over a three year period.
  • [F3]Reflects shares withheld upon vesting of PSUs to satisfy tax withholding obligations.
  • [F4]Includes 1,327,980 shares of Common Stock held directly by 3 Dog Interests, LP. Mr. Turner is the sole manager of 3 Dog Interests GP, LLC, the general partner of 3 Dog Interests, LP.
Signature
/s/ John Gregory Turner, by Dathan C. Voelter, as Attorney-in-Fact|2026-03-06

Documents

1 file
  • 4
    ownership.xmlPrimary

    4