ARIS Aris Water Solutions, Inc. Insider Trading

Director Keenan W Howard JR sold 1,000,000 shares of ARIS at $27.70 on 2025-03-17; retains 9,304,608 shares post-transaction.

Director Keenan W Howard JR executed a sale of 1,000,000 shares at $27.70 on 2025-03-17, resulting in a transaction value of $27,700,000.00. Post-transaction, he retains 9,304,608 shares, reducing his holdings by 9.7% from the pre-transaction level of 10,304,608 shares. The stock currently trades at $31.85, at the 52-week high, after a +15.0% move over 30 days and +33.2% over 90 days. His cross-ticker track record shows 10 prior sells with an average 90-day post-sale return of +1.2% and a 50.00% well-timed rate. This is flagged as a derivative-conversion transaction; his Table I shares represent only a portion of his derivative position, and his total shareholding cannot be fully assessed from the Form 4 Table I data alone.

Yorktown Energy Partners XI sold 1,000,000 shares of ARIS at $27.70 on 2025-03-17; retains 9,304,608 shares post-transaction.

Yorktown Energy Partners XI, a 10% owner, executed a sale of 1,000,000 shares (1.00M shares) for $27,700,000.00 ($27.7M), reducing holdings by 9.7% to 9,304,608 shares (9.30M shares). The transaction occurred at $27.70 per share while the stock's current price is $31.85, placing the sale price 13.0% below the current level and at the 52-week high, though recent momentum has been strong: +15.0% over 30 days and +33.2% over 90 days. Notably, the FLAG indicates this filing involves a derivative-conversion transaction with additional derivative holdings not yet populated in Table II, meaning the reported 9.30M shares post-transaction does not represent the insider's total position. The sale should be framed as a partial disposition of a specific batch rather than a position exit. Given the strong recent price appreciation, modest holding reduction (still retaining over 9.3M shares), and the presence of unaccounted derivative holdings, the significance is moderate.

COO David Dylan Van Brunt sold 32,305 shares of ARIS at $30.15 on 2025-03-12, reducing holdings 27.4% to 85,656 shares.

On 2025-03-12, COO David Dylan Van Brunt executed a sale of 32,305 shares at $30.15, reducing his position from 117,961 shares to 85,656 shares—a 27.4% reduction in holdings. The sale price of $30.15 was near the 52-week high of $31.46, with the stock currently trading at $29.12, -7.4% from the 52-week high. The transaction represents a significant reduction in his stake, though the company fundamentals remain solid with annual revenue growth of +11.0% and net income of $7,488,000. Context on the execution timing and any scheduled trading plans is needed to assess whether this reflects a discretionary portfolio decision or a pre-arranged transaction.

CFO Tompsett sells 20,000 shares at $30.00; retains 140,509 shares post-transaction.

Tompsett Stephan E, serving as Chief Financial Officer, sold 20,000 shares at $30.00 on 2025-03-12, netting $600,000. The sale reduced his holdings by 12.5% from 160,509 to 140,509 shares, representing a material partial liquidation. The sale price of $30.00 sits 2.8% above the current price of $29.12 and 4.6% below the 52-week high of $31.46, placing it near the middle of recent valuation range. The company posted revenue of $112,312,000 and net income of $7,488,000 in the latest quarter, with 11.0% annual revenue growth, indicating solid operational performance. The absence of prior transaction context and any scheduled trading plan details limits inference of intent beyond the observable fact of the sale itself.

Delaware Energy LLC exits 100% of ARIS stake, selling 3.22M shares for $83.2M at $25.81

Delaware Energy LLC, a 10% owner of Aris Water Solutions, executed a complete liquidation of its position on 2024-12-13, selling 3,223,670 shares for $83,202,922.70 at $25.81 per share. The sale eliminated the investor's entire 3.22M-share holding, marking a total exit from the company. The transaction occurred when the stock was trading 1.3% below its 52-week high of $29.80 and follows a strong 30-day rally of +16.5% and 90-day surge of +95.4%, which provided favorable conditions for the exit. The seller's cross-ticker track record shows a 100% well-timed rate on prior sells, with the prior ARIS trade on 2022-08-01 also posting negative 90-day returns, suggesting a pattern of exiting before or during downturns rather than at valley floors.

Gable S Corp sold 364,850 shares (13.9% of holdings) in 3 sales Jan 3–7 for $9,175,608.31 at blended $25.15

Gable S Corp executed three separate sales totaling 364,850 shares (364.8K shares) for $9,175,608.31 ($9.2M) between January 3–7, 2025, at a blended average price of $25.15, reducing its stake in ARIS from 2,631,150 shares (2.63M shares) to 2,266,300 shares (2.27M shares). The sales occurred while the stock traded near its 52-week high of $27.52 (current price $23.34 is -15.2% from that peak), suggesting execution near elevated valuation levels. The insider's prior four trades at ARIS (Dec 16–26, 2024) were also sales and remain too recent for 90-day outcome measurement. Against a backdrop of +22.2% annual revenue growth and $7.5M net income, the magnitude of this multi-transaction liquidation warrants monitoring of any follow-on disclosures or fundamental shifts.

10% Owner Gable S Corp sells 476,947 shares of ARIS over 2 days for $12,041,166.26 (blended $25.25/share)

Gable S Corp, a 10% owner of ARIS, executed 2 separate sales totaling 476,947 shares for $12,041,166.26, reducing its stake by -15.3% from pre-transaction holdings of 3,111,738 shares to 2,634,791 shares post-transaction. The sales occurred at a blended average price of $25.25, which was 4.9% above the current market price of $24.07, placing the transaction near the 52-week high of $27.52. The timing occurred during a period of volatility: the stock is down 10.4% over 30 days but up 46.1% over 90 days. This substantial block reduction by a major shareholder, while the company shows solid fundamentals (revenue growth of +22.2% year-over-year, net income of $7,488,000.00 in the latest quarter), occurs in the context of prior recent sales at the same ticker on 2024-12-17 and 2024-12-16, suggesting a pattern of liquidation activity rather than an isolated transaction.

10% owner Gable S Corp sold 73,193 shares (2.3% of holdings) for $1.9M at avg $25.43

Gable S Corp, a 10% shareholder, executed 2 separate sales totaling 73,193 shares for $1,861,577.05 on 2024-12-16 and 2024-12-17, reducing holdings from 3,223,670 shares to 3,150,477 shares. The blended average sale price of $25.43 represents a 9.0% premium to the current price of $23.33 and sits near the upper end of the 52-week range of $7.88–$27.52. The stock has declined 5.5% over the past 30 days but risen 38.4% over 90 days, placing this sale within a period of near-term weakness after sustained prior gains. The modest scale of the reduction (2.3% of pre-transaction holdings) and the execution across two consecutive trading days suggests orderly disposition rather than panic liquidation.

Delaware Energy LLC sold 3,223,670 shares (50% of holdings) at $18.42 on 2022-08-01; stock now $25.53 (+38% since sale)

On 2022-08-01, Delaware Energy LLC, a 10% owner of ARIS, executed a substantial sale of 3,223,670 shares at $18.42, reducing its stake from 6,447,340 shares to 3,223,670 shares—a 50% reduction in holdings. The transaction raised $59,380,001.40. Since that date, ARIS stock has appreciated to $25.53, representing a 38% appreciation from the sale price, indicating the insider sold before a subsequent material price advance. This poorly-timed exit by a major shareholder suggests the sale was driven by liquidity or portfolio considerations rather than a signal of fundamental concern at the price level executed.