Atlas Energy Solutions, Inc. (AESI)Insider sold ~$1.18M

~$1.18M

Approx. value · 100K sh @ $11.75

7.55M

Holds after · shares reported

Traded

Feb 17, 2026

Filed

Feb 19, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. May 14, 2025Insider · Their first buy on recordDirector purchased ~$93K of AESI shares in the open market
2. Nov 18, 2025Insider10% owner sold ~$460K of AESI shares in the open market
3. Dec 26, 2025Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations
4. Jan 28, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On January 28, 2026, Stacy Hock informed the Board of Directors (the “Board”) of Atlas Energy Solutions Inc. (the “Company”) of her intent not to stand for reelection to the Board at the Company’s 2026 Annual Meeting of Shareholders (the “Annual Meeting”).”
5. Feb 17, 2026 · this disclosureInsider · 6 days before resultsInsider sold ~$1.18M of AESI shares in the open market

What came next

1. Feb 18, 2026Insider · 5 days before resultsInsider sold ~$1.56M of AESI shares in the open market
2. Feb 23, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
3. Mar 4, 2026Company filing · Form 8-K · Material agreement, Reg FDSigned an important agreement, and shared information with investors
4. Mar 6, 2026Insider10% owner sold ~$105K of AESI shares in the open market
5. Mar 19, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors (and 1 more item)
6. Mar 30, 2026CongressDisclosed purchase of AESI — reported range $100,001 - $250,000
7. Apr 6, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors (and 1 more item)
8. Apr 6, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations (and 2 more items)
9. Apr 30, 2026CongressDisclosed purchase of AESI — reported range $5,000,001 - $25,000,000
10. May 4, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
11. May 13, 2026CongressDisclosed partial sale of AESI — reported range $100,001 - $250,000

How to read SEC Form 4

Form 4 is the filing that officers, directors and owners of more than 10% of a US-listed company must send to the SEC within two business days after they buy, sell or otherwise change their holding of the company's stock.

Full guide: What is an SEC Form 4?

What else is on file for Atlas Energy Solutions, Inc.

For Atlas Energy Solutions, Inc., OQRO holds 1 fund holdings report (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its AESI page.

Other recent filings by SHEPARD GREGORY M, Reporting person

• SEC Form 4 at Atlas Energy Solutions, Inc. (AESI)Feb 19, 2026
• SEC Form 4 at Atlas Energy Solutions, Inc. (AESI)Feb 28, 2025
• SEC Form 4 at Atlas Energy Solutions, Inc. (AESI)Nov 6, 2024
• SEC Form 4 at Atlas Energy Solutions, Inc. (AESI)Nov 4, 2024
• SEC Form 4 at Atlas Energy Solutions, Inc. (AESI)Nov 4, 2024

The full history of SHEPARD GREGORY M, Reporting person is on the profile page.

How this filing works

• SEC Form 4
• Open-market purchase
• Rule 10b5-1 trading plans

Other disclosures at Atlas Energy Solutions, Inc.

• SEC Form 13F-HRJul 30, 2026
• House Clerk periodic transaction reportJun 10, 2026
• SEC Form 13F-HRMay 13, 2026
• House Clerk periodic transaction reportMay 11, 2026
• House Clerk periodic transaction reportMay 9, 2026
• SEC Form 13F-HRMay 4, 2026

Everything OQRO holds on this company is on its AESI page.