{"schema_version":"secwatch.filing_event.v1","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","sec_items":["1.01","2.03","3.02","8.01","9.01"],"event_type":"debt","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Atlas Energy Solutions issues $450M 0.50% convertible notes due 2031; conversion price $14.51","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001140361-26-014025","json":"https://secwatch.observer/filing/0001140361-26-014025.json","markdown":"https://secwatch.observer/filing/0001140361-26-014025.md","text":"https://secwatch.observer/filing/0001140361-26-014025.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1984060/000114036126014025/0001140361-26-014025-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1984060/000114036126014025/ef20069949_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T06:50:00.086063+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"dad5eba7aa810b1413ca929cd533c5cd0c00f349","claim":"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.","evidence_excerpt":"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”)","evidence_source":"SEC 8-K Item 2.03/2.04","evidence_url":"https://www.sec.gov/Archives/edgar/data/1984060/000114036126014025/0001140361-26-014025-index.htm","confidence":0.9},{"claim_id":"ee06af92f742f7dfd969545a975308a5daa519d9","claim":"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).","evidence_excerpt":"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”).","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1984060/000114036126014025/0001140361-26-014025-index.htm","confidence":1.0}],"comparable_filings":[{"accession":"0001492691-26-000042","ticker":"KNX","company_name":"Knight-Swift Transportation Holdings Inc.","filed_at":"2026-05-08T23:59:59+00:00","headline":"Knight-Swift closes $1.5B convertible note offering at 1.00% due 2031; proceeds used to repay term loans and revolver","event_type":"debt","sec_items":["1.01","2.03","3.02","8.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["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"],"urls":{"canonical":"https://secwatch.observer/filing/0001492691-26-000042","json":"https://secwatch.observer/filing/0001492691-26-000042.json","markdown":"https://secwatch.observer/filing/0001492691-26-000042.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1492691/000149269126000042/0001492691-26-000042-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1492691/000149269126000042/knx-20260505.htm"},"side_by_side_evidence":{"fact_type":"debt_financing","source_excerpt":"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”)","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1984060/000114036126014025/0001140361-26-014025-index.htm","comparable_excerpt":"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","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1492691/000149269126000042/0001492691-26-000042-index.htm"}},{"accession":"0001104659-26-057128","ticker":"PUMP","company_name":"ProPetro Holding Corp.","filed_at":"2026-05-07T23:59:59+00:00","headline":"ProPetro issues $690M zero-coupon convertible notes due 2031, expands credit facility","event_type":"debt","sec_items":["1.01","2.03","3.02","8.01","9.01"],"materiality_score":0.8,"calibrated_materiality_score":0.8,"match_reasons":["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"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-057128","json":"https://secwatch.observer/filing/0001104659-26-057128.json","markdown":"https://secwatch.observer/filing/0001104659-26-057128.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1680247/000110465926057128/0001104659-26-057128-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1680247/000110465926057128/tm2613899d1_8k.htm"},"side_by_side_evidence":{"fact_type":"debt_financing","source_excerpt":"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”)","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1984060/000114036126014025/0001140361-26-014025-index.htm","comparable_excerpt":"On May 7, 2026, ProPetro Holding Corp. 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(the “Company”), issued $450 million aggregate principal amount of its 0.50% Convertible Senior Notes due 2031 (the “Notes”)","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1984060/000114036126014025/0001140361-26-014025-index.htm","comparable_excerpt":"The first Convertible Debenture (the “First Debenture”) in the principal amount of $20,000,000 was issued on May 7, 2026.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1866226/000121390026054183/0001213900-26-054183-index.htm"}},{"accession":"0001213900-26-053894","ticker":"TBH","company_name":"Brag House Holdings, Inc.","filed_at":"2026-05-08T23:59:59+00:00","headline":"Brag House issues $2.5M convertible notes at 25% OID; proceeds for House of Doge merger","event_type":"debt","sec_items":["1.01","2.03","3.02","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: debt_financing, material_agreement","same SEC item: 1.01, 2.03, 3.02, 9.01","same event type: debt","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001213900-26-053894","json":"https://secwatch.observer/filing/0001213900-26-053894.json","markdown":"https://secwatch.observer/filing/0001213900-26-053894.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1903595/000121390026053894/0001213900-26-053894-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1903595/000121390026053894/ea0289773-8k_braghouse.htm"},"side_by_side_evidence":{"fact_type":"debt_financing","source_excerpt":"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”)","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1984060/000114036126014025/0001140361-26-014025-index.htm","comparable_excerpt":"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","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1903595/000121390026053894/0001213900-26-053894-index.htm"}},{"accession":"0001104659-26-057138","ticker":"OCGN","company_name":"Ocugen, Inc.","filed_at":"2026-05-07T23:59:59+00:00","headline":"Ocugen completes $115M convertible note offering at 6.75%, repays Avenue loan","event_type":"debt","sec_items":["1.01","1.02","2.02","2.03","3.02","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: debt_financing, material_agreement","same SEC item: 1.01, 2.03, 3.02, 9.01","same event type: debt","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-057138","json":"https://secwatch.observer/filing/0001104659-26-057138.json","markdown":"https://secwatch.observer/filing/0001104659-26-057138.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1372299/000110465926057138/0001104659-26-057138-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1372299/000110465926057138/tm2613898d1_8k.htm"},"side_by_side_evidence":{"fact_type":"debt_financing","source_excerpt":"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”)","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1984060/000114036126014025/0001140361-26-014025-index.htm","comparable_excerpt":"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”).","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1372299/000110465926057138/0001104659-26-057138-index.htm"}},{"accession":"0001104659-26-057239","ticker":"BKNG","company_name":"Booking Holdings Inc.","filed_at":"2026-05-07T23:59:59+00:00","headline":"Booking Holdings issues $750M of 5.375% Senior Notes due 2036","event_type":"debt","sec_items":["1.01","2.03","8.01","9.01"],"materiality_score":0.6,"calibrated_materiality_score":0.6,"match_reasons":["same fact type: debt_financing, material_agreement","same SEC item: 1.01, 2.03, 8.01, 9.01","same event type: debt","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-057239","json":"https://secwatch.observer/filing/0001104659-26-057239.json","markdown":"https://secwatch.observer/filing/0001104659-26-057239.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1075531/000110465926057239/0001104659-26-057239-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1075531/000110465926057239/tm2613920d1_8k.htm"},"side_by_side_evidence":{"fact_type":"debt_financing","source_excerpt":"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”)","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1984060/000114036126014025/0001140361-26-014025-index.htm","comparable_excerpt":"in connection with the sale of $750,000,000 aggregate principal amount of the Company’s 5.375% Senior Notes due 2036","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1075531/000110465926057239/0001104659-26-057239-index.htm"}},{"accession":"0001360604-26-000047","ticker":"HR","company_name":"Healthcare Realty Trust Inc","filed_at":"2026-05-07T23:59:59+00:00","headline":"HR subsidiary issues $700M 3.00% exchangeable senior notes due 2032","event_type":"debt","sec_items":["1.01","2.03","3.02","9.01"],"materiality_score":0.7,"calibrated_materiality_score":0.7,"match_reasons":["same fact type: debt_financing, material_agreement","same SEC item: 1.01, 2.03, 3.02, 9.01","same event type: debt","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001360604-26-000047","json":"https://secwatch.observer/filing/0001360604-26-000047.json","markdown":"https://secwatch.observer/filing/0001360604-26-000047.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1360604/000136060426000047/0001360604-26-000047-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1360604/000136060426000047/hr-20260507.htm"},"side_by_side_evidence":{"fact_type":"debt_financing","source_excerpt":"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”)","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1984060/000114036126014025/0001140361-26-014025-index.htm","comparable_excerpt":"issued $700,000,000 aggregate principal amount of its 3.00% Exchangeable Senior Notes due 2032","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1360604/000136060426000047/0001360604-26-000047-index.htm"}},{"accession":"0001140361-26-023577","ticker":"TCPC","company_name":"BlackRock TCP Capital Corp.","filed_at":"2026-06-01T20:50:02+00:00","headline":"BlackRock TCP Capital closes $535.8M CLO securitization, repays existing debt facilities","event_type":"debt","sec_items":["1.01","1.02","2.03","9.01"],"materiality_score":0.6,"calibrated_materiality_score":0.6,"match_reasons":["same fact type: debt_financing, material_agreement","same SEC item: 1.01, 2.03, 9.01","same event type: debt","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001140361-26-023577","json":"https://secwatch.observer/filing/0001140361-26-023577.json","markdown":"https://secwatch.observer/filing/0001140361-26-023577.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1370755/000114036126023577/0001140361-26-023577-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1370755/000114036126023577/ef20075169_8k.htm"},"side_by_side_evidence":{"fact_type":"debt_financing","source_excerpt":"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”)","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1984060/000114036126014025/0001140361-26-014025-index.htm","comparable_excerpt":"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","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1370755/000114036126023577/0001140361-26-023577-index.htm"}}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}