Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atlas Energy Solutions Inc.AESI · Entity 4657 | 10% owner · Member of 10% Owner Group | March 04, 2026 | March 06, 2026 |
| Atlas Energy Solutions Inc.AESI · Entity 109444 | See Remarks · 10% owner | September 13, 2023 | September 15, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Atlas Energy Solutions Inc.
Report date March 04, 2026 · Filed March 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 567,972 |
Ending reported balance
After 2026-03-06 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-04 · Grant · Acquired 25,977 · Balance 576,884 F1: 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. Row 2 · 2026-03-06 · Sale · Disposed 8,912 · Balance 567,972 F2: Represents shares sold to pay taxes due upon the vesting of PSUs. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.52 to $11.98 inclusive. The reporting person undertakes to provide to Atlas Energy Solutions Inc., any security holder of Atlas Energy Solutions Inc., or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this range. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Represents shares sold to pay taxes due upon the vesting of PSUs. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.52 to $11.98 inclusive. The reporting person undertakes to provide to Atlas Energy Solutions Inc., any security holder of Atlas Energy Solutions Inc., or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this range.
Atlas Energy Solutions Inc.
Report date September 13, 2023 · Filed September 15, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 273,551 |
Reported balance
After 2023-09-13 transaction · row 1
1 source rowRow 1 · 2023-09-13 · Other · Acquired 245,773 · Balance 273,551 F1: Acquired as a result of pro rata distributions of 3,370 shares of Class A Common Stock from Atlas Sand Holdings, LLC ("Holdings"), 149,691 shares of Class A Common Stock from Atlas Sand Holdings II, LLC, 9,430 shares of Class A Common Stock from Atlas Sand Management Company, LLC ("ASMC") and 83,282 shares of Class A Common Stock from Atlas Sand Management Company II, LLC, of each of which the reporting person is a non-managing member. |
| Class B Common StockSEC Table I · non-derivative | Direct | 243,209 |
Reported balance
After 2023-09-13 transaction · row 2
1 source rowRow 2 · 2023-09-13 · Other · Acquired 243,209 · Balance 243,209 F2: Acquired as a result of pro rata distributions of 64,024 shares of Class B Common Stock from Holdings and 179,185 shares of Class B Common Stock from ASMC, of each of which the reporting person is a non-managing member. |
| Atlas Sand Operating, LLC UnitsSEC Table II · derivative / convertible security | Direct | 243,209 |
Reported balance
After 2023-09-13 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-09-13 · Other · Acquired 243,209 · Balance 243,209 F4: Each share of Class B Common Stock has no economic rights but entitles its holder to one vote on all matters to be voted on by stockholders generally. At the request of the holder, each Unit may be coupled with a share of Class B Common Stock and redeemed for, at the Issuer's election and subject to certain restrictions in the amended and restated limited liability company agreement of Atlas Operating (the "Atlas Operating LLC Agreement"), newly issued shares of Class A Common Stock of the Issuer on a one-for-one basis or for a cash payment to be determined pursuant to the Atlas Operating LLC Agreement for each Unit redeemed. The Units do not expire. F3: Acquired as a result of pro rata distributions of 64,024 units ("Units") representing ownership interests in Atlas Sand Operating, LLC ("Atlas Operating") from Holdings and 179,185 Units from ASMC, of each of which the reporting person is a non-managing member. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquired as a result of pro rata distributions of 3,370 shares of Class A Common Stock from Atlas Sand Holdings, LLC ("Holdings"), 149,691 shares of Class A Common Stock from Atlas Sand Holdings II, LLC, 9,430 shares of Class A Common Stock from Atlas Sand Management Company, LLC ("ASMC") and 83,282 shares of Class A Common Stock from Atlas Sand Management Company II, LLC, of each of which the reporting person is a non-managing member.
F2: Acquired as a result of pro rata distributions of 64,024 shares of Class B Common Stock from Holdings and 179,185 shares of Class B Common Stock from ASMC, of each of which the reporting person is a non-managing member.
F3: Acquired as a result of pro rata distributions of 64,024 units ("Units") representing ownership interests in Atlas Sand Operating, LLC ("Atlas Operating") from Holdings and 179,185 Units from ASMC, of each of which the reporting person is a non-managing member.
F4: Each share of Class B Common Stock has no economic rights but entitles its holder to one vote on all matters to be voted on by stockholders generally. At the request of the holder, each Unit may be coupled with a share of Class B Common Stock and redeemed for, at the Issuer's election and subject to certain restrictions in the amended and restated limited liability company agreement of Atlas Operating (the "Atlas Operating LLC Agreement"), newly issued shares of Class A Common Stock of the Issuer on a one-for-one basis or for a cash payment to be determined pursuant to the Atlas Operating LLC Agreement for each Unit redeemed. The Units do not expire.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 06, 2026 Filed Mar 6, 2026 22:14 UTC | Atlas Energy Solutions Inc. AESI · Entity 4657 | SaleCommon Stock | 8,912 | $11.79 | $105,036.83 |
DisclosureSEC source: 0001193125-26-096910 · ownership.xml · nonDerivative · entry 2 Scholla Chris · CIK 0001968149 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 567,972 F2 · shares: Represents shares sold to pay taxes due upon the vesting of PSUs. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.52 to $11.98 inclusive. The reporting person undertakes to provide to Atlas Energy Solutions Inc., any security holder of Atlas Energy Solutions Inc., or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this range. Read SEC document |
| March 04, 2026 Filed Mar 6, 2026 22:14 UTC | Atlas Energy Solutions Inc. AESI · Entity 4657 | GrantCommon Stock | 25,977 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-096910 · ownership.xml · nonDerivative · entry 1 Scholla Chris · CIK 0001968149 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 576,884 F1 · shares: 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. Read SEC document |
| November 18, 2025 Filed Dec 30, 2025 01:14 UTC | Atlas Energy Solutions Inc. AESI · Entity 4657 | SaleCommon Stock | 52,150 | $8.82 | $459,963.00 |
DisclosureSEC source: 0001104659-25-124962 · tm2534182-2_4seq1.xml · nonDerivative · entry 2 Scholla Chris · CIK 0001968149 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 550,907 F2 · shares: Represents shares sold to pay taxes due upon the vesting of PSUs and restricted stock units. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.21 to $8.98 inclusive. The reporting person undertakes to provide to Atlas Energy Solutions Inc., any security holder of Atlas Energy Solutions Inc., or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this range. Read SEC document |
| November 18, 2025 Filed Dec 30, 2025 01:14 UTC | Atlas Energy Solutions Inc. AESI · Entity 4657 | GrantCommon Stock | 34,736 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-124962 · tm2534182-2_4seq1.xml · nonDerivative · entry 1 Scholla Chris · CIK 0001968149 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 603,057 F1 · shares: Represents accelerated vesting of performance stock units ("PSUs") in connection with the termination of the Reporting Person's employment with Atlas Energy Solutions Inc. and its affiliates. Read SEC document |
| August 14, 2025 Filed Aug 14, 2025 16:54 UTC | Atlas Energy Solutions Inc. AESI · Entity 4657 | Tax withholdingCommon Stock | 728 | $11.83 | $8,612.24 |
DisclosureSEC source: 0000950170-25-108653 · ownership.xml · nonDerivative · entry 1 Scholla Chris · CIK 0001968149 · EVP & Pres, Sand & Logistics · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 568,319 F1 · shares: Reflects shares withheld upon vesting of restricted stock units to satisfy tax withholding obligations. Read SEC document |
| March 25, 2025 Filed Mar 26, 2025 21:45 UTC | Atlas Energy Solutions Inc. AESI · Entity 4657 | Tax withholdingCommon Stock | 2,201 | $18.09 | $39,816.09 |
DisclosureSEC source: 0000950170-25-045504 · ownership.xml · nonDerivative · entry 1 Scholla Chris · CIK 0001968149 · COO · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 569,047 F1 · shares: Reflects shares withheld upon vesting of restricted stock units to satisfy tax withholding obligations. Read SEC document |
| March 17, 2025 Filed Mar 17, 2025 21:21 UTC | Atlas Energy Solutions Inc. AESI · Entity 4657 | Tax withholdingCommon Stock | 2,255 | $17.26 | $38,921.30 |
DisclosureSEC source: 0000950170-25-040481 · ownership.xml · nonDerivative · entry 2 Scholla Chris · CIK 0001968149 · COO · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 571,248 F2 · kind: Reflects shares withheld upon vesting of restricted stock units to satisfy tax withholding obligations. Read SEC document |
| March 13, 2025 Filed Mar 17, 2025 21:21 UTC | Atlas Energy Solutions Inc. AESI · Entity 4657 | GrantCommon Stock | 48,433 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-040481 · ownership.xml · nonDerivative · entry 1 Scholla Chris · CIK 0001968149 · COO · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 573,503 F1 · kind: 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 13, 2026, March 13, 2027, and March 13, 2028, subject to continued employment through each vesting date. Read SEC document |
| August 12, 2024 Filed Aug 14, 2024 21:05 UTC | Atlas Energy Solutions Inc. AESI · Entity 4657 | GrantCommon Stock | 8,970 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-097166 · ownership.xml · nonDerivative · entry 1 Scholla Chris · CIK 0001968149 · Chief Operating Officer · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 525,070 F1 · shares: 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 August 12, 2025, August 12, 2026, and August 12, 2027, subject to continued employment through each vesting date. Read SEC document |
| March 22, 2024 Filed Mar 26, 2024 22:14 UTC | Atlas Energy Solutions Inc. AESI · Entity 4657 | GrantCommon Stock | 27,118 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-036657 · ownership.xml · nonDerivative · entry 1 Scholla Chris · CIK 0001968149 · Chief Supply Chain Officer · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 516,100 F1 · shares: 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 22, 2025, March 22, 2026, and March 22, 2027, subject to continued employment through each vesting date. Read SEC document |
| September 13, 2023 Filed Sep 15, 2023 19:17 UTC | Atlas Energy Solutions Inc. AESI · Entity 109444 | OtherAtlas Sand Operating, LLC Units · Derivative | 243,209 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-23-019181 · doc4.xml · derivative · entry 3 Scholla Chris · CIK 0001968149 · See Remarks · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 243,209 Underlying: Class A Common Stock · 243,209 shares Expires not disclosed F4 · derivative.exercise_price: Each share of Class B Common Stock has no economic rights but entitles its holder to one vote on all matters to be voted on by stockholders generally. At the request of the holder, each Unit may be coupled with a share of Class B Common Stock and redeemed for, at the Issuer's election and subject to certain restrictions in the amended and restated limited liability company agreement of Atlas Operating (the "Atlas Operating LLC Agreement"), newly issued shares of Class A Common Stock of the Issuer on a one-for-one basis or for a cash payment to be determined pursuant to the Atlas Operating LLC Agreement for each Unit redeemed. The Units do not expire. F3 · kind: Acquired as a result of pro rata distributions of 64,024 units ("Units") representing ownership interests in Atlas Sand Operating, LLC ("Atlas Operating") from Holdings and 179,185 Units from ASMC, of each of which the reporting person is a non-managing member. F4 · price: Each share of Class B Common Stock has no economic rights but entitles its holder to one vote on all matters to be voted on by stockholders generally. At the request of the holder, each Unit may be coupled with a share of Class B Common Stock and redeemed for, at the Issuer's election and subject to certain restrictions in the amended and restated limited liability company agreement of Atlas Operating (the "Atlas Operating LLC Agreement"), newly issued shares of Class A Common Stock of the Issuer on a one-for-one basis or for a cash payment to be determined pursuant to the Atlas Operating LLC Agreement for each Unit redeemed. The Units do not expire. F4 · derivative.exercise_date: Each share of Class B Common Stock has no economic rights but entitles its holder to one vote on all matters to be voted on by stockholders generally. At the request of the holder, each Unit may be coupled with a share of Class B Common Stock and redeemed for, at the Issuer's election and subject to certain restrictions in the amended and restated limited liability company agreement of Atlas Operating (the "Atlas Operating LLC Agreement"), newly issued shares of Class A Common Stock of the Issuer on a one-for-one basis or for a cash payment to be determined pursuant to the Atlas Operating LLC Agreement for each Unit redeemed. The Units do not expire. F4 · derivative.expiration_date: Each share of Class B Common Stock has no economic rights but entitles its holder to one vote on all matters to be voted on by stockholders generally. At the request of the holder, each Unit may be coupled with a share of Class B Common Stock and redeemed for, at the Issuer's election and subject to certain restrictions in the amended and restated limited liability company agreement of Atlas Operating (the "Atlas Operating LLC Agreement"), newly issued shares of Class A Common Stock of the Issuer on a one-for-one basis or for a cash payment to be determined pursuant to the Atlas Operating LLC Agreement for each Unit redeemed. The Units do not expire. Read SEC document |
| September 13, 2023 Filed Sep 15, 2023 19:17 UTC | Atlas Energy Solutions Inc. AESI · Entity 109444 | OtherClass B Common Stock | 243,209 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-019181 · doc4.xml · nonDerivative · entry 2 Scholla Chris · CIK 0001968149 · See Remarks · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 243,209 F2 · kind: Acquired as a result of pro rata distributions of 64,024 shares of Class B Common Stock from Holdings and 179,185 shares of Class B Common Stock from ASMC, of each of which the reporting person is a non-managing member. Read SEC document |
| September 13, 2023 Filed Sep 15, 2023 19:17 UTC | Atlas Energy Solutions Inc. AESI · Entity 109444 | OtherClass A Common Stock | 245,773 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-019181 · doc4.xml · nonDerivative · entry 1 Scholla Chris · CIK 0001968149 · See Remarks · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 273,551 F1 · kind: Acquired as a result of pro rata distributions of 3,370 shares of Class A Common Stock from Atlas Sand Holdings, LLC ("Holdings"), 149,691 shares of Class A Common Stock from Atlas Sand Holdings II, LLC, 9,430 shares of Class A Common Stock from Atlas Sand Management Company, LLC ("ASMC") and 83,282 shares of Class A Common Stock from Atlas Sand Management Company II, LLC, of each of which the reporting person is a non-managing member. Read SEC document |
| March 13, 2023 Filed Mar 15, 2023 19:02 UTC | Atlas Energy Solutions Inc. AESI · Entity 109444 | GrantClass A Common Stock | 27,778 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-008634 · doc4.xml · nonDerivative · entry 1 Scholla Chris · CIK 0001968149 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,778 F1 · kind: 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 13, 2024, March 13, 2025 and March 13, 2026, subject to continued employment through each vesting date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.