Monitor for actual sales on Form 4 filings. The large intended sale combined with recent heavy insider selling could pressure SEI shares near-term, but strong historical momentum may absorb. Watch for further Yorktown dispositions over the coming weeks.
Price Chart
Executive Summary
Yorktown Energy Partners X, L.P., a major affiliate, filed a Form 144 indicating intent to sell 2,000,000 Class A shares of Solaris Energy Infrastructure (SEI) valued at approximately $149 million. This represents ~13.6% of Yorktown's reported holdings and adds to recent heavy insider selling ($290.5M in past 30 days), signaling potential overhang.
Key Facts
- Selling entity: Yorktown Energy Partners X, L.P., a major affiliate
- Shares to be sold: 2,000,000 Class A common shares
- Estimated value: ~$149 million (based on recent price ~$74.50)
- Shares owned: 14,678,651 (sale represents ~13.6% of position)
- Sale to be executed through Morgan Stanley
- Recent insider selling total: $290.5M in prior 30 days
Financial Impact
2M shares valued at ~$149M (2.8% of market cap)
Risk Factors
- Potential overhang from large shareholder selling
- Additional insider selling could accelerate
- Oil & gas sector volatility may impact timing
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 144 Filing (Primary) | 0001140361-26-020324 |
| Document: 0001140361-26-020324-index.html | 0001140361-26-020324 |
| Document: 0001140361-26-020324.txt | 0001140361-26-020324 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
May 8, 2026 20w ago | 144 | $74.66 $55.57 | ▲ +25.57% | ▲ +29.96% | $74.65 (+0.01%) |
May 6, 2026 21w ago | Insider Cluster | $77.45 $51.41 | ▲ +33.62% | ▲ +35.68% | $74.65 (+3.61%) |
May 6, 2026 21w ago | Insider Cluster | $77.45 $51.41 | ▲ +33.62% | ▲ +35.68% | $74.65 (+3.61%) |
May 6, 2026 21w ago | Insider Cluster | $77.45 $51.41 | ▲ +33.62% | ▲ +35.68% | $74.65 (+3.61%) |
May 5, 2026 21w ago | 8-K | $75.68 $51.28 | ▼ −32.24% | ▼ −34.98% | $74.65 (−1.35%) |
Apr 30, 2026 22w ago | Insider Cluster | $73.84 $52.59 | ▲ +28.78% | ▲ +31.89% | $74.65 (−1.10%) |
Apr 27, 2026 22w ago | 8-K | $74.44 $60.38 | ▼ −18.89% | ▼ −22.88% | $74.65 (+0.29%) |
Apr 13, 2026 24w ago | S-3ASR | $65.03 $68.26 | ▲ +4.97% | ▼ −3.56% | $74.65 (+14.80%) |
Apr 8, 2026 25w ago | 8-K | $61.01 $67.47 | ▲ +10.59% | ▼ −0.19% | $74.65 (+22.37%) |
Apr 1, 2026 26w ago | DEFA14A | $55.80 $80.46 | ▲ +44.19% | ▲ +30.03% | $74.65 (+33.79%) |
US Market Status
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