AESI - NYSE
Atlas Energy Solutions Inc.
$17.91
+4.7%Atlas Energy Solutions Inc. provides proppant and logistics services to the oil and natural gas industry within the Permian Basin of West Texas and New Mexico. The company was founded in 2017 and is based in Austin, Texas.
At a Glance
Live SnapshotAtlas Energy Solutions Inc. Management Team
Mr. Blake McCarthy
Chief Financial Officer
Compensation
$905,851
Mr. Chris Scholla
Executive Vice President & President, of Sand Logistics.
Compensation
$776,083
Mr. Brian McConn
Executive Vice President of Sales & Marketing
Mr. Ben M. Brigham II
Founder & Executive Chairman
Compensation
$469,231
Mr. Dathan Christopher Voelter
General Counsel & Secretary
Compensation
$723,797
Mr. John G. Turner
President, Chief Executive Officer & Director
Compensation
$1,408,574
Mr. Kirk Ginn
Senio Vice President & Chief Administrative Officer
Mr. Kyle D. Turlington
Vice President of Investor Relations
Mr. Shaam Farooq
Vice President of Technology
Atlas Energy Solutions Inc. Insider Positioning
During the last 12 months, insiders have sold $3.59M worth of AESI shares, with no buying activity reported.
3 Months
0
0.00
8.9K
105.04K
-105K
-$105K
3-6 Months
0
0.00
230.0K
2.73M
-2.7M
-$2.73M
6-9 Months
0
0.00
76.5K
743.70K
-744K
-$744K
9-12 Months
0
0.00
728
8.61K
-9K
-$9K
Top Buyers
No buying activity
Top Sellers
Shepard Gregory M
Other: See Remarks
$2.73M
Scholla Chris
10 Percent Owner, Other: Member Of 10% Owner Group
$574K
Voelter Dathan C
10 Percent Owner, Officer, Other: General Counsel And Secretary
$284K
Insider Activity Analysis
Net Insider Sentiment
Strong bearish signal with $3.59M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.
Buy/Sell Ratio
Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.
Recent Trend (3 Months)
Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.
Insider Participation
3 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.
Insider Activity Insight
Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.
SEC Filings
AESI - Filing history and reports
| Filing Type | Filing Date | Period Ending | Fiscal Year | Actions |
|---|---|---|---|---|
DEF 14A DEF 14A 2026 N/A | March 27, 2026 | May 07, 2026 | 2026 | |
DEF 14A DEF 14A 2025 N/A | March 28, 2025 | May 08, 2025 | 2025 | |
DEF 14A DEF 14A 2024 N/A | March 29, 2024 | May 09, 2024 | 2024 |
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.