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 | November 22, 2024 | November 26, 2024 |
| Atlas Energy Solutions Inc.AESI · Entity 109444 | Member of 10% Owner Group. | September 13, 2023 | September 22, 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 November 22, 2024 · Filed November 26, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 778,215 |
Reported balance
After 2024-11-22 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-11-22 · Sale · Disposed 116,500 · Balance 778,215 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.42 to $23.88, inclusive. The reporting persons undertake to provide to Atlas Energy Solutions Inc., any security holder of Atlas Energy Solutions Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this range. F2: Includes securities held by Schmidt Atlas LLC ("Schmidt LLC"), of which the reporting person is the sole manager. The reporting person disclaims beneficial ownership of the shares held by Schmidt LLC except to the extent of his pecuniary interest therein, if any |
| Common StockSEC Table I · non-derivative | Direct | 308,039 |
Reported balance
Holding disclosure · report date 2024-11-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 308,039 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.42 to $23.88, inclusive. The reporting persons undertake to provide to Atlas Energy Solutions Inc., any security holder of Atlas Energy Solutions Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this range.
F2: Includes securities held by Schmidt Atlas LLC ("Schmidt LLC"), of which the reporting person is the sole manager. The reporting person disclaims beneficial ownership of the shares held by Schmidt LLC except to the extent of his pecuniary interest therein, if any
Atlas Energy Solutions Inc.
Report date September 13, 2023 · Filed September 22, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 145,900 |
Reported balance
Holding disclosure · report date 2023-09-13 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 145,900 |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 87,476 |
Reported balance
Holding disclosure · report date 2023-09-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 87,476 F1: Includes securities held by Schmidt Atlas LLC ("Schmidt LLC"), of which the reporting person is the sole manager. The reporting person disclaims beneficial ownership of the shares held by Schmidt LLC except to the extent of his pecuniary interest therein, if any. |
| Class B Common StockSEC Table I · non-derivative | Direct | 162,139 |
Reported balance
Holding disclosure · report date 2023-09-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 162,139 F2: 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 ("Unit") representing ownership interests in Atlas Sand Operating, LLC ("Atlas Operating") 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. |
| Class B Common StockSEC Table I · non-derivative | IndirectSee Footnote | 1,662,045 |
Reported balance
Holding disclosure · report date 2023-09-13 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,662,045 F2: 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 ("Unit") representing ownership interests in Atlas Sand Operating, LLC ("Atlas Operating") 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. F1: Includes securities held by Schmidt Atlas LLC ("Schmidt LLC"), of which the reporting person is the sole manager. The reporting person disclaims beneficial ownership of the shares held by Schmidt LLC except to the extent of his pecuniary interest therein, if any. |
| Atlas Sand Operating, LLC UnitsSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2023-09-13 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance Not disclosed F2: 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 ("Unit") representing ownership interests in Atlas Sand Operating, LLC ("Atlas Operating") 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. |
| Atlas Sand Operating, LLC UnitsSEC Table II · derivative / convertible security | IndirectSee Footnote | Not disclosed |
Reported balance
Holding disclosure · report date 2023-09-13 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance Not disclosed F2: 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 ("Unit") representing ownership interests in Atlas Sand Operating, LLC ("Atlas Operating") 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. F1: Includes securities held by Schmidt Atlas LLC ("Schmidt LLC"), of which the reporting person is the sole manager. The reporting person disclaims beneficial ownership of the shares held by Schmidt LLC except to the extent of his pecuniary interest therein, if any. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes securities held by Schmidt Atlas LLC ("Schmidt LLC"), of which the reporting person is the sole manager. The reporting person disclaims beneficial ownership of the shares held by Schmidt LLC except to the extent of his pecuniary interest therein, if any.
F2: 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 ("Unit") representing ownership interests in Atlas Sand Operating, LLC ("Atlas Operating") 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 |
|---|---|---|---|---|---|---|
| November 22, 2024 Filed Nov 26, 2024 16:17 UTC | Atlas Energy Solutions Inc. AESI · Entity 4657 | SaleCommon Stock | 116,500 | $23.68 | $2,758,720.00 |
DisclosureSEC source: 0000950170-24-130791 · ownership.xml · nonDerivative · entry 1 Schmidt Richard W · CIK 0001993246 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 778,215 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.42 to $23.88, inclusive. The reporting persons undertake to provide to Atlas Energy Solutions Inc., any security holder of Atlas Energy Solutions Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this range. F2 · ownership.nature: Includes securities held by Schmidt Atlas LLC ("Schmidt LLC"), of which the reporting person is the sole manager. The reporting person disclaims beneficial ownership of the shares held by Schmidt LLC except to the extent of his pecuniary interest therein, if any Read SEC document |
| May 16, 2024 Filed May 17, 2024 19:17 UTC | Atlas Energy Solutions Inc. AESI · Entity 4657 | SaleCommon Stock | 88,600 | $23.14 | $2,050,204.00 |
DisclosureSEC source: 0000950170-24-061529 · ownership.xml · nonDerivative · entry 2 Schmidt Richard W · CIK 0001993246 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 894,715 F1 · price: The reporting person undertakes to provide to Atlas Energy Solutions Inc., any security holder of Atlas Energy Solutions Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth below. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.00 to $23.20, inclusive. F3 · ownership.nature: Includes securities held by Schmidt Atlas LLC ("Schmidt LLC"), of which the reporting person is the sole manager. The reporting person disclaims beneficial ownership of the shares held by Schmidt LLC except to the extent of his pecuniary interest therein, if any. Read SEC document |
| May 15, 2024 Filed May 17, 2024 19:17 UTC | Atlas Energy Solutions Inc. AESI · Entity 4657 | SaleCommon Stock | 45,948 | $23.06 | $1,059,560.88 |
DisclosureSEC source: 0000950170-24-061529 · ownership.xml · nonDerivative · entry 1 Schmidt Richard W · CIK 0001993246 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 983,315 F1 · price: The reporting person undertakes to provide to Atlas Energy Solutions Inc., any security holder of Atlas Energy Solutions Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth below. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.99 to $23.08, inclusive. F3 · ownership.nature: Includes securities held by Schmidt Atlas LLC ("Schmidt LLC"), of which the reporting person is the sole manager. The reporting person disclaims beneficial ownership of the shares held by Schmidt LLC except to the extent of his pecuniary interest therein, if any. Read SEC document |
| May 10, 2024 Filed May 13, 2024 20:38 UTC | Atlas Energy Solutions Inc. AESI · Entity 4657 | SaleCommon Stock | 22,400 | $22.80 | $510,720.00 |
DisclosureSEC source: 0000950170-24-058728 · ownership.xml · nonDerivative · entry 2 Schmidt Richard W · CIK 0001993246 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 1,029,263 F1 · price: The reporting person undertakes to provide to Atlas Energy Solutions Inc., any security holder of Atlas Energy Solutions Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth below. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.66 to $23.08, inclusive. F3 · ownership.nature: Includes securities held by Schmidt Atlas LLC ("Schmidt LLC"), of which the reporting person is the sole manager. The reporting person disclaims beneficial ownership of the shares held by Schmidt LLC except to the extent of his pecuniary interest therein, if any. Read SEC document |
| May 09, 2024 Filed May 13, 2024 20:38 UTC | Atlas Energy Solutions Inc. AESI · Entity 4657 | SaleCommon Stock | 51,150 | $22.98 | $1,175,427.00 |
DisclosureSEC source: 0000950170-24-058728 · ownership.xml · nonDerivative · entry 1 Schmidt Richard W · CIK 0001993246 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 1,051,663 F1 · price: The reporting person undertakes to provide to Atlas Energy Solutions Inc., any security holder of Atlas Energy Solutions Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth below. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.82 to $23.13, inclusive. F3 · ownership.nature: Includes securities held by Schmidt Atlas LLC ("Schmidt LLC"), of which the reporting person is the sole manager. The reporting person disclaims beneficial ownership of the shares held by Schmidt LLC except to the extent of his pecuniary interest therein, if any. Read SEC document |
| March 26, 2024 Filed Mar 27, 2024 17:25 UTC | Atlas Energy Solutions Inc. AESI · Entity 4657 | SaleCommon Stock | 16,740 | $22.21 | $371,795.40 |
DisclosureSEC source: 0000950170-24-036992 · ownership.xml · nonDerivative · entry 2 Schmidt Richard W · CIK 0001993246 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 1,102,813 F1 · price: The reporting person undertakes to provide to Atlas Energy Solutions Inc., any security holder of Atlas Energy Solutions Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth below. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.17 to $22.28, inclusive. F3 · ownership.nature: Includes securities held by Schmidt Atlas LLC ("Schmidt LLC"), of which the reporting person is the sole manager. The reporting person disclaims beneficial ownership of the shares held by Schmidt LLC except to the extent of his pecuniary interest therein, if any Read SEC document |
| March 25, 2024 Filed Mar 27, 2024 17:25 UTC | Atlas Energy Solutions Inc. AESI · Entity 4657 | SaleCommon Stock | 21,043 | $22.44 | $472,204.92 |
DisclosureSEC source: 0000950170-24-036992 · ownership.xml · nonDerivative · entry 1 Schmidt Richard W · CIK 0001993246 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 1,119,553 F1 · price: The reporting person undertakes to provide to Atlas Energy Solutions Inc., any security holder of Atlas Energy Solutions Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth below. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.26 to $22.59, inclusive. F3 · ownership.nature: Includes securities held by Schmidt Atlas LLC ("Schmidt LLC"), of which the reporting person is the sole manager. The reporting person disclaims beneficial ownership of the shares held by Schmidt LLC except to the extent of his pecuniary interest therein, if any Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 21:55 UTC | Atlas Energy Solutions Inc. AESI · Entity 4657 | SaleCommon Stock | 166,710 | $21.94 | $3,657,950.82 |
DisclosureSEC source: 0000950170-24-033717 · ownership.xml · nonDerivative · entry 1 Schmidt Richard W · CIK 0001993246 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 1,140,596 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $21.93 to $22.18, 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 Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this range. F2 · ownership.nature: Includes securities held by Schmidt Atlas LLC ("Schmidt LLC"), of which the reporting person is the sole manager. The reporting person disclaims beneficial ownership of the shares held by Schmidt LLC except to the extent of his pecuniary interest therein, if any. Read SEC document |
| November 17, 2023 Filed Nov 20, 2023 20:38 UTC | Atlas Energy Solutions Inc. AESI · Entity 4657 | SaleCommon Stock | 351,000 | $17.07 | $5,991,570.00 |
DisclosureSEC source: 0001209191-23-056009 · doc4.xml · nonDerivative · entry 1 Schmidt Richard W · CIK 0001993246 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 1,307,306 F1 · shares: The reporting person contributed 351,000 shares of Issuer's common stock to an exchange fund in exchange for an interest in the exchange fund. The estimated value of the common stock is $17.07, which reflects the closing common stock price on November 17, 2023. F2 · ownership.nature: Includes securities held by Schmidt Atlas LLC ("Schmidt LLC"), of which the reporting person is the sole manager. The reporting person disclaims beneficial ownership of the share held by Schmidt LLC except to the extent of his pecuniary interest therein, if any. Read SEC document |
| October 18, 2023 Filed Oct 18, 2023 21:38 UTC | Atlas Energy Solutions Inc. AESI · Entity 4657 | SaleCommon Stock | 8,640 | $20.75 | $179,280.00 |
DisclosureSEC source: 0001209191-23-053108 · doc4.xml · nonDerivative · entry 3 Schmidt Richard W · CIK 0001993246 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 1,658,306 F1 · price: The reporting person undertakes to provide to Atlas Energy Solutions Inc., any security holder of Atlas Energy Solutions Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth below. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.6298 to $20.77, inclusive. F3 · ownership.nature: Includes securities held by Schmidt Atlas LLC ("Schmidt LLC"), of which the reporting person is the sole manager. The reporting person disclaims beneficial ownership of the shares held by Schmidt LLC except to the extent of his pecuniary interest therein, if any. Read SEC document |
| October 17, 2023 Filed Oct 18, 2023 21:38 UTC | Atlas Energy Solutions Inc. AESI · Entity 4657 | SaleCommon Stock | 36,633 | $20.48 | $750,243.84 |
DisclosureSEC source: 0001209191-23-053108 · doc4.xml · nonDerivative · entry 2 Schmidt Richard W · CIK 0001993246 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 1,666,946 F1 · price: The reporting person undertakes to provide to Atlas Energy Solutions Inc., any security holder of Atlas Energy Solutions Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth below. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.345 to $20.56, inclusive. F3 · ownership.nature: Includes securities held by Schmidt Atlas LLC ("Schmidt LLC"), of which the reporting person is the sole manager. The reporting person disclaims beneficial ownership of the shares held by Schmidt LLC except to the extent of his pecuniary interest therein, if any. Read SEC document |
| October 16, 2023 Filed Oct 16, 2023 23:30 UTC | Atlas Energy Solutions Inc. AESI · Entity 4657 | SaleCommon Stock | 16,708 | $20.42 | $341,177.36 |
DisclosureSEC source: 0001209191-23-052907 · doc4.xml · nonDerivative · entry 3 Schmidt Richard W · CIK 0001993246 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 1,703,579 F1 · price: The reporting person undertakes to provide to Atlas Energy Solutions Inc., any security holder of Atlas Energy Solutions Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth below. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.1706 to $20.65, inclusive. F3 · ownership.nature: Includes securities held by Schmidt Atlas LLC ("Schmidt LLC"), of which the reporting person is the sole manager. The reporting person disclaims beneficial ownership of the shares held by Schmidt LLC except to the extent of his pecuniary interest therein, if any. Read SEC document |
| October 13, 2023 Filed Oct 16, 2023 23:30 UTC | Atlas Energy Solutions Inc. AESI · Entity 4657 | SaleCommon Stock | 29,234 | $20.20 | $590,526.80 |
DisclosureSEC source: 0001209191-23-052907 · doc4.xml · nonDerivative · entry 2 Schmidt Richard W · CIK 0001993246 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 1,720,287 F1 · price: The reporting person undertakes to provide to Atlas Energy Solutions Inc., any security holder of Atlas Energy Solutions Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth below. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.9534 to $20.235, inclusive. F3 · ownership.nature: Includes securities held by Schmidt Atlas LLC ("Schmidt LLC"), of which the reporting person is the sole manager. The reporting person disclaims beneficial ownership of the shares held by Schmidt LLC except to the extent of his pecuniary interest therein, if any. 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.