Rep. Chip Roy buys AESI ($10,000,001 - $25,000,000)

The Disclosure

Chip Roy (U.S. Representative for Texas’s 21st Congressional District) executed a $10,000,001–$25,000,000 purchase of AESI stock on April 30, 2026, with the transaction disclosed via a House Periodic Transaction Report (PTR) under the STOCK Act on May 11, 2026. The official filing is available at https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034375.pdf. AESI currently has a $2.3 billion market capitalization, per provided public data.

Member Trading Context

No prior disclosed AESI transactions for Roy are included in the provided disclosures. AESI operates as an oil and gas equipment and services firm focused on Permian Basin proppant and logistics, a sector overseen by federal energy policy committees in the U.S. House, though specific committee assignments for Roy are not listed in the provided research materials.

Cross-Reference With Insiders and Institutional Holders

Within the 30 days preceding Roy’s April 30 trade, AESI insider Form 4 filings show only non-cash equity awards: on March 24, 2026, CEO John Gregory Turner received 11,246 in-kind shares at $13.48 (valued at $151,596) and General Counsel Dathan C. Voelter received 2,201 in-kind shares at the same price. The only documented open market transfer in that window was an April 21, 2026 trade of 22,200 shares by 10% owner Sealy & Smith Foundation at $0 per share. Separately, as of December 31, 2025, AESI counted 238 institutional holders owning 70.9% of its float, with 41 new positions, 122 increased positions, 87 reduced positions, and 56 closed positions in the latest 13F reporting period. Analyst rating distribution as of May 1, 2026—one day before Roy’s trade was disclosed—showed 1 Strong Buy, 4 Buy, 5 Hold, 1 Sell, and 1 Strong Sell, a slight decline from the 6 Hold ratings reported on April 1, 2026.

Unreported Context Details

This PTR does not disclose the exact dollar value of Roy’s purchase within the reported bracket, whether the trade was executed through a personal account or a managed discretionary account, or the specific rationale for the equity purchase. It also does not confirm whether Roy had access to material non-public AESI information at the time of the trade, though all STOCK Act transactions are required to comply with prohibitions on trading using confidential corporate data.