8-K filed April 9, 2026, 7:59 PM ET ticker AESI CIK 0001984060

debt confidence high sentiment neutral materiality 0.70

Atlas Energy Solutions issues $450M 0.50% convertible notes due 2031; conversion price $14.51

Atlas Energy Solutions Inc.

Issued $450M aggregate principal of 0.50% Convertible Senior Notes due 2031; up from $300M initially announced.
Initial conversion price ~$14.51 (30% premium over $11.16 close); capped call transactions cost $50M with cap at $22.32.
Net proceeds ~$435M: ~$66M to repay Stonebriar advances, ~$75M to repay ABL facility, remainder for Caterpillar equipment and general corporate.
Notes are senior unsecured, interest payable semi-annually, redeemable after April 2029 if stock price exceeds 130% of conversion price.
Capped call transactions with option counterparties reduce potential dilution upon conversion or offset cash payments.

item 1.01 item 2.03 item 3.02 item 8.01 item 9.01

Machine-readable event card

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accession: 0001140361-26-014025
form_type: 8-K
ticker: AESI
cik: 0001984060
company_name: Atlas Energy Solutions Inc.
filed_at: 2026-04-09T23:59:59+00:00
discovered_at: 2026-05-14T18:02:33.352658+00:00
generated_at: 2026-05-15T06:50:00.086063+00:00
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event_type: debt
sentiment: neutral
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Source-grounded claims

dad5eba7aa810b1413ca929cd533c5cd0c00f349

Atlas Energy Solutions Inc. incurred convertible notes of $450 million aggregate principal amount with U.S. Bank Trust Company, National Association at 0.50% maturing April 15, 2031.

On April 9, 2026, Atlas Energy Solutions Inc. (the “Company”), issued $450 million aggregate principal amount of its 0.50% Convertible Senior Notes due 2031 (the “Notes”)

SEC 8-K Item 2.03/2.04 confidence 0.9 SEC evidence

ee06af92f742f7dfd969545a975308a5daa519d9

Atlas Energy Solutions Inc. entered into Indenture with U.S. Bank Trust Company, National Association valued at $450,000,000 0.50% Convertible Senior Notes due 2031 (effective 2026-04-09).

On April 9, 2026, Atlas Energy Solutions Inc. (the “Company”), issued $450 million aggregate principal amount of its 0.50% Convertible Senior Notes due 2031 (the “Notes”), which included the exercise in full of the Initial Purchasers’ (as defined below) option to purchase up to an additional $60 million principal amount of Notes. The Notes were issued pursuant to, and are governed by, an indenture (the “Indenture”), dated as of April 9, 2026, between the Company and U.S. Bank Trust Company, National Association, as trustee (the “Trustee”).

SEC 8-K Item 1.01/1.02 confidence 1.0 SEC evidence

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Knight-Swift Transportation Holdings Inc. May 8, 2026, 7:59 PM ET debt Items 1.01, 2.03, 3.02, 8.01, 9.01

same fact type: debt_financing, material_agreement same SEC item: 1.01, 2.03, 3.02, 8.01, 9.01 same event type: debt similar materiality

This filing

On April 9, 2026, Atlas Energy Solutions Inc. (the “Company”), issued $450 million aggregate principal amount of its 0.50% Convertible Senior Notes due 2031 (the “Notes”)

Comparable filing

On May 8, 2026, Knight-Swift Transportation Holdings Inc. (the "Company") completed its previously announced private offering (the "Offering") of $1.5 billion aggregate principal amount of 1.00% Convertible Senior Notes due 2031

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ProPetro Holding Corp. May 7, 2026, 7:59 PM ET debt Items 1.01, 2.03, 3.02, 8.01, 9.01

same fact type: debt_financing, material_agreement same SEC item: 1.01, 2.03, 3.02, 8.01, 9.01 same event type: debt similar materiality

This filing

On April 9, 2026, Atlas Energy Solutions Inc. (the “Company”), issued $450 million aggregate principal amount of its 0.50% Convertible Senior Notes due 2031 (the “Notes”)

Comparable filing

On May 7, 2026, ProPetro Holding Corp. (the “ Company ”), issued $690 million aggregate principal amount of its 0.00% Convertible Senior Notes due 2031

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Evolution Metals & Technologies Corp. May 11, 2026, 7:59 PM ET debt Items 1.01, 2.03, 3.02, 7.01, 9.01

same fact type: debt_financing, material_agreement same SEC item: 1.01, 2.03, 3.02, 9.01 same event type: debt similar materiality

This filing

On April 9, 2026, Atlas Energy Solutions Inc. (the “Company”), issued $450 million aggregate principal amount of its 0.50% Convertible Senior Notes due 2031 (the “Notes”)

Comparable filing

The first Convertible Debenture (the “First Debenture”) in the principal amount of $20,000,000 was issued on May 7, 2026.

Filing page SEC filing

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Brag House issues $2.5M convertible notes at 25% OID; proceeds for House of Doge merger

Brag House Holdings, Inc. May 8, 2026, 7:59 PM ET debt Items 1.01, 2.03, 3.02, 9.01

same fact type: debt_financing, material_agreement same SEC item: 1.01, 2.03, 3.02, 9.01 same event type: debt similar materiality

This filing

On April 9, 2026, Atlas Energy Solutions Inc. (the “Company”), issued $450 million aggregate principal amount of its 0.50% Convertible Senior Notes due 2031 (the “Notes”)

Comparable filing

The issuance of the Notes in the aggregate original principal amount of $2,500,000 constitutes the creation of a direct financial obligation of the Company. The Notes bear interest at 12.0% per annum, mature on February 4, 2027

Filing page SEC filing

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Ocugen completes $115M convertible note offering at 6.75%, repays Avenue loan

Ocugen, Inc. May 7, 2026, 7:59 PM ET debt Items 1.01, 1.02, 2.02, 2.03, 3.02, 9.01

same fact type: debt_financing, material_agreement same SEC item: 1.01, 2.03, 3.02, 9.01 same event type: debt similar materiality

This filing

On April 9, 2026, Atlas Energy Solutions Inc. (the “Company”), issued $450 million aggregate principal amount of its 0.50% Convertible Senior Notes due 2031 (the “Notes”)

Comparable filing

On May 7, 2026, Ocugen, Inc. (the “Company”) completed its previously announced private offering (the “offering”) of $115.0 million aggregate principal amount of 6.75% Convertible Senior Notes due 2034 (the “notes”).

Filing page SEC filing

BKNG

Booking Holdings issues $750M of 5.375% Senior Notes due 2036

Booking Holdings Inc. May 7, 2026, 7:59 PM ET debt Items 1.01, 2.03, 8.01, 9.01

same fact type: debt_financing, material_agreement same SEC item: 1.01, 2.03, 8.01, 9.01 same event type: debt similar materiality

This filing

On April 9, 2026, Atlas Energy Solutions Inc. (the “Company”), issued $450 million aggregate principal amount of its 0.50% Convertible Senior Notes due 2031 (the “Notes”)

Comparable filing

in connection with the sale of $750,000,000 aggregate principal amount of the Company’s 5.375% Senior Notes due 2036

Filing page SEC filing

HR subsidiary issues $700M 3.00% exchangeable senior notes due 2032

Healthcare Realty Trust Inc May 7, 2026, 7:59 PM ET debt Items 1.01, 2.03, 3.02, 9.01

same fact type: debt_financing, material_agreement same SEC item: 1.01, 2.03, 3.02, 9.01 same event type: debt similar materiality

This filing

On April 9, 2026, Atlas Energy Solutions Inc. (the “Company”), issued $450 million aggregate principal amount of its 0.50% Convertible Senior Notes due 2031 (the “Notes”)

Comparable filing

issued $700,000,000 aggregate principal amount of its 3.00% Exchangeable Senior Notes due 2032

Filing page SEC filing

TCPC

BlackRock TCP Capital closes $535.8M CLO securitization, repays existing debt facilities

BlackRock TCP Capital Corp. June 1, 2026, 4:50 PM ET debt Items 1.01, 1.02, 2.03, 9.01

same fact type: debt_financing, material_agreement same SEC item: 1.01, 2.03, 9.01 same event type: debt similar materiality

This filing

On April 9, 2026, Atlas Energy Solutions Inc. (the “Company”), issued $450 million aggregate principal amount of its 0.50% Convertible Senior Notes due 2031 (the “Notes”)

Comparable filing

Item 1.01. Entry into a Material Definitive Agreement. On May 27, 2026 (the " Closing Date "), BlackRock TCP Capital Corp. (the " Company "), through its subsidiary, completed a $535,780,000 securitization of certain loans held by a subsidiary of the Company (the " CLO Transaction "). On the Closing Date and in connection with the CLO Transaction, BlackRock DLF 2026-C

Filing page SEC filing

Source: SEC EDGAR

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