
Insider and congress filings
Solaris Energy Infrastructure, Inc. (SEI)
NYSE · Energy · 113 insider transactions · 2 congress trades · last filed 2 months ago
About Solaris Energy Infrastructure, Inc.
from the company's filings and listing, as of Oct 21, 2026- Exchange
- NYSE
- Sector
- Energy
- Industry
- Oil & Gas Equipment & Services
- Chief executive
- William A. Zartler
- Employees
- 468
- Listed since
- -
- Market value
- $4.2B
- Price to earnings (12 mo)
- 62.0
- Net income per share, as reported (12 mo)
- $0.93
- Dividend yield
- 0.76%
Earnings
6 reported quarters · next on Nov 4, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 5, 2026 | $0.39 | $0.38 | $219.4M | $208.0M | EPS beatRevenue beat |
| Q1 FY2026reported Apr 27, 2026 | $0.44 | $0.31 | $196.2M | $183.4M | EPS beatRevenue beat |
| Q4 FY2025reported Feb 24, 2026 | $0.35 | $0.24 | $179.7M | $164.0M | EPS beatRevenue beat |
| Q3 FY2025reported Nov 3, 2025 | $0.32 | $0.24 | $166.8M | $164.6M | EPS beatRevenue in line |
| Q2 FY2025reported Jul 23, 2025 | $0.34 | $0.14 | $149.3M | $129.8M | EPS beatRevenue beat |
| Q1 FY2025reported Apr 28, 2025 | $0.20 | $0.12 | $126.3M | $116.3M | EPS beatRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $418.7M | 5,204,415 | +26.2% | 8.79% |
| Encompass Capital Advisors LLC | $202.7M | 2,519,604 | +44.0% | 4.26% |
| Vanguard Capital Management LLC | $196.9M | 2,447,630 | +20.0% | 4.13% |
| Morgan Stanley | $162.9M | 2,024,283 | +18.6% | 3.42% |
| Two Sigma Investments, LP | $159.3M | 1,979,861 | +2.0% | 3.34% |
| Summit Partners Public Asset Management, LLC | $136.2M | 1,692,838 | -2.1% | 2.86% |
| Jennison Associates LLC | $136.1M | 1,691,193 | +43.4% | 2.86% |
| Valiant Capital Management, L.P. | $129.1M | 1,604,346 | +43.3% | 2.71% |
| Driehaus Capital Management LLC | $127.5M | 1,584,985 | -2.7% | 2.68% |
| FMR LLC | $127.2M | 1,581,402 | -15.1% | 2.67% |
| State Street Corp | $119.7M | 1,487,464 | +9.7% | 2.51% |
| VanEck Associates Corp | $119.0M | 1,478,669 | -24.3% | 2.50% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding SEI
3 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Encompass Capital Advisors | $202.7M | 2,519,604 | 7.2% |
| Situational AwarenessLeopold Aschenbrenner | $90.9M | 1,129,621 | 0.4% |
| Steadfast Capital Management | $38.8M | 481,901 | 1.2% |
3 of the 97 fund managers we track list SEI shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
Open-market insider trades
20 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Aj TeagueDirector | Bought | 3,900 | $64.21 | $250K | Sep 8, 2026filed Sep 9, 2026 | 1d |
| Christopher P. WirtzChief Accounting Officer | Sold | 700 | $77.22 | $54K | May 13, 2026filed May 13, 2026 | 0d |
| Laurie H. ArgoDirector | Sold | 5,200 | $72.88 | $379K | May 12, 2026filed May 13, 2026 | 1d |
| Christopher M. PowellChief Legal Officer | Sold · 3 lines | 36,852 | $74.63 | $2.8M | May 11, 2026filed May 12, 2026 | 1d |
| Ray N. Walker Jr.Director | Sold | 56,841 | $72.11 | $4.1M | May 8, 2026filed May 11, 2026 | 1d |
| Aj TeagueDirector | Bought · 2 lines | 6,175 | $72.98 | $451K | May 8, 2026filed May 11, 2026 | 1d |
| W. Howard Keenan Jr.Director | Sold | 2,000,000 | $74.50 | $149.0M | May 6, 2026filed May 7, 2026 | 1d |
| KTR Management Company, LLC10% owner | Sold | 2,000,000 | $70.75 | $141.5M | Apr 30, 2026filed May 4, 2026 | 2d |
| Laurie H. ArgoDirector | Sold | 2,300 | $44.25 | $102K | Dec 17, 2025filed Dec 18, 2025 | 1d |
| Amanda M. BrockCo-Chief Executive Officer | Bought | 3,669 | $40.89 | $150K | Dec 17, 2025filed Dec 18, 2025 | 1d |
| Cynthia M. DurrettChief Administrative Officer | Sold | 47,011 | $44.62 | $2.1M | Dec 17, 2025filed Dec 18, 2025 | 1d |
| Aj TeagueDirector | Bought | 2,310 | $43.13 | $100K | Dec 17, 2025filed Dec 18, 2025 | 1d |
| James R. BurkeDirector | Sold | 11,277 | $53.03 | $598K | Dec 10, 2025filed Dec 12, 2025 | 2d |
| KTR Management Company, LLC10% owner | Sold | 2,114,783 | $50.15 | $106.1M | Nov 4, 2025filed Nov 6, 2025 | 2d |
| James R. BurkeDirector | Sold | 5,000 | $29.22 | $146K | Sep 10, 2025filed Sep 12, 2025 | 2d |
| Kyle S. RamachandranPresident and CFO | Bought | 2,000 | $25.00 | $50K | Sep 9, 2025filed Sep 9, 2025 | 0d |
| William A. ZartlerChairman and CEO | Bought | 10,000 | $24.83 | $248K | Sep 9, 2025filed Sep 9, 2025 | 0d |
| Christopher M. PowellChief Legal Officer | Sold | 12,750 | $30.00 | $383K | Aug 26, 2025filed Aug 28, 2025 | 2d |
| Edgar R. Giesinger Jr.Director | Sold | 10,000 | $28.86 | $289K | Aug 25, 2025filed Aug 26, 2025 | 1d |
| KTR Management Company, LLC10% owner | Sold | 4,000,000 | $29.50 | $118.0M | Aug 6, 2025filed Aug 8, 2025 | 2d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| W. Howard Keenan Jr.Director | Stock award | 2,989 | Aug 23, 2026 |
| Edgar R. Giesinger Jr.Director | Stock award | 3,246 | Aug 23, 2026 |
| Ray N. Walker Jr.Director | Stock award | 3,075 | Aug 23, 2026 |
| Mario Max YzaguirreDirector | Stock award | 3,160 | Aug 23, 2026 |
| James R. BurkeDirector | Stock award | 3,075 | Aug 23, 2026 |
| Aj TeagueDirector | Stock award | 3,075 | Aug 23, 2026 |
| Laurie H. ArgoDirector | Stock award | 3,331 | Aug 23, 2026 |
| Christopher P. WirtzChief Accounting Officer | Tax withholding | 1,303 | Jun 1, 2026 |
| W. Howard Keenan Jr.Director | Conversion | 2,000,000 | May 6, 2026 |
| W. Howard Keenan Jr.Director | Other (see filing) | 2,000,000 | May 6, 2026 |
| KTR Management Company, LLC10% owner | Other (see filing) | 2,000,000 | Apr 30, 2026 |
| KTR Management Company, LLC10% owner | Conversion | 2,000,000 | Apr 30, 2026 |
| William A. ZartlerChairman and Co-CEO | Stock award | 265,656 | Mar 1, 2026 |
| Amanda M. BrockCo-Chief Executive Officer | Stock award | 135,000 | Mar 1, 2026 |
| Kyle S. RamachandranPresident | Stock award | 87,343 | Mar 1, 2026 |
| Kyle S. RamachandranPresident | Tax withholding | 49,902 | Mar 1, 2026 |
| Christopher M. PowellChief Legal Officer | Stock award | 47,888 | Mar 1, 2026 |
| Christopher M. PowellChief Legal Officer | Tax withholding | 27,534 | Mar 1, 2026 |
| Cynthia M. DurrettChief Administrative Officer | Stock award | 50,315 | Mar 1, 2026 |
| Cynthia M. DurrettChief Administrative Officer | Tax withholding | 26,940 | Mar 1, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Congress trades in SEI
2 disclosures of 2 on record · median 33d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $15,001 - $50,000 | +10.5%After the saleS&P 500 +9.4% · +1.1 pts vs S&P 500 | Jan 9, 2026 | Feb 13, 2026 | 35d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +163.9%S&P 500 +36.0% · +127.9 pts vs S&P 500 | May 6, 2025 | Jun 6, 2025 | 31d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in SEI, filterable by party, chamber, type and account.
Questions
Are insiders buying or selling SEI?
Across the 20 most recent open-market filings shown here, 6 were purchases and 14 were sales.
Which members of Congress have traded SEI?
Gilbert Ray Cisneros, Jr. disclosed SEI transactions in the filings shown here.
How quickly are SEI trades disclosed?
Insider filings on this page reached the public a median of 1 business day after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 33 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
