Rogers Douglas G 4

What Happened

Douglas G. Rogers, a director of Atlas Energy Solutions Inc. (AESI), was granted 22,200 restricted stock units (RSUs) on 2026-03-04. The award is reported at a $0 acquisition price (derivative award) and represents the contingent right to receive one share of AESI common stock per RSU upon vesting. This is an equity award (not a cash purchase or sale).

Key Details

• Transaction date: 2026-03-04; Form 4 filed: 2026-03-06 (timely filing).
• Grant: 22,200 RSUs, $0.00 per share (derivative award).
• Vesting: RSUs vest in full on the first anniversary of the grant date, subject to continued service and possible Committee-approved acceleration.
• Ownership after transaction: Not reported in the filing.
• Notable footnotes:
  • F1: Each RSU converts to one share upon vesting.
  • F2/F3: Award made under the Atlas Energy Solutions Long Term Incentive Plan; vests in full after one year of continued service.
  • F4: Reporting person disclaims beneficial ownership; under an Outside Compensation Agreement (dated Nov 15, 2023) Rogers must transfer the underlying shares to The Sealy & Smith Foundation (a charitable foundation) for no consideration upon vesting.
• Remark: Reporting person is a member of a 10% owner group.

Context

This is a standard long-term incentive equity grant (award of RSUs), not a purchase or sale. Because the RSUs are contingent and will be transferred to a foundation on vesting, the grant does not reflect immediate beneficial ownership and should not be read as a direct bullish purchase by the insider.