Sec Form 13D Filing - Atlas Capital Resources (A9) LP filing for - 2026-09-14

Item 4 of Original Schedule 13D is hereby amended and supplemented with the following: As previously disclosed, on July 19, 2026, Atlas GREE Investment Holdco LLC, a Delaware limited liability company and an affiliate of the Reporting Persons ("Holdco"), entered into a subscription agreement (the "Subscription Agreement") with the Issuer pursuant to which Holdco agreed to purchase 2,923,976 shares (the "Shares") of Class A Common Stock, at a price per share of $1.71, for an aggregate purchase price of $5,000,000 in a private placement (the "Private Placement"). On September 3, 2026, Holdco assigned its rights to acquire the Shares in the Private Placement to Atlas Capital Resources (A9) LP ("ACR9"), Atlas Capital Resources (A9-Parallel) LP ("ACR Parallel") and Atlas Capital Resources (P) LP ("ACR P", together with ACR9 and ACR Parallel, the "Atlas Purchasers"). On September 10, 2026, the Reporting Persons delivered notice pursuant to the Issuer's Second Amended and Restated Certificate of Incorporation, dated September 6, 2022, to voluntarily convert their Class B Common Stock, par value $0.0001 per share (the "Class B Common Stock"). As a result, on September 10, 2026, 2,680,031 shares of Class B Common Stock previously reported by the Reporting Persons converted into 2,680,031 shares of Class A Common Stock. On September 10, 2026 (the "Closing Date"), the transactions contemplated by the Subscription Agreement were consummated and ACR9 acquired 2,095,299 shares of Class A Common Stock, ACR Parallel acquired 752,030 shares of Class A Common Stock and ACR P acquired 76,647 shares of Class A Common Stock. On the Closing Date, the Atlas Purchasers entered into the investor rights agreement (the "Investor Rights Agreement") with the Issuer, pursuant to which the Atlas Purchasers nominated the following current directors to continue on the Board of Directors of the Issuer: Andrew M. Bursky, Timothy J. Fazio, David Filippelli, and Jerome Lay. The foregoing description of the Investor Rights Agreement does not purport to be complete and is qualified in its entirety by reference to the full text of the Investor Rights Agreement, a copy of which is filed as Exhibit 99.5 to this Amendment No. 6 and is incorporated by reference.

The information contained on the cover pages of this Schedule 13D is incorporated by reference. All percentages of Class A Common Stock outstanding contained herein are based on 35,547,753 shares of Class A Common Stock outstanding as of September 10, 2026 as reported on the Current Report on Form 8-K filed by the Issuer on September 10, 2026. (a) and (b) In the aggregate, the Reporting Persons beneficially own, as of the date hereof, 7,109,358 shares of Class A Common Stock, representing in the aggregate approximately 20.00% of the outstanding shares of Class A Common Stock. (i) ACR9 has shared voting and dispositive power over 5,008,865 shares of Class A Common Stock, representing approximately 14.09% of the outstanding shares of Class A Common Stock; (ii) ACR Parallel has shared voting and dispositive power over 1,798,206 shares of Class A Common Stock, representing approximately 5.06% of the outstanding shares of Class A Common Stock; (iii) ACR P has shared voting and dispositive power over 183,239 shares of Class A Common Stock, representing approximately 0.52% of the outstanding shares of Class A Common Stock; (iv) GGH Bridge Investment LP ("GGH LP") has shared voting and dispositive power of 119,048 shares of Class A Common Stock, representing approximately 0.33% of the outstanding shares of Class A Common Stock; (v) Atlas Capital GP LP ("ACR GPLP"), by virtue of its status as the general partner of each of ACR9, ACR Parallel, ACR P and GGH LP, has shared voting and dispositive power of 7,109,358 shares of Class A Common Stock, representing in the aggregate approximately 20.00% of the outstanding shares of Class A Common Stock; (vi) Atlas Capital Resources GP LLC ("ACR GP"), by virtue of its status as the general partner of ACR GPLP, has shared voting and dispositive power of 7,109,358 shares of Class A Common Stock, representing in the aggregate approximately 20.00% of the outstanding shares of Class A Common Stock; (vii) each of Messrs. Bursky and Fazio, by virtue of his status as a Managing Partner of ACR GP, has shared voting and dispositive power of 7,109,358 shares of Class A Common Stock, representing in the aggregate approximately 20.00% of the outstanding shares of Class A Common Stock.

See above for (a) and (b).

Except as described in Item 4 of this Amendment No. 6, the Reporting Persons have not effected any transaction with respect to the Class A Common Stock in the past 60 days.

Not applicable.

Not applicable.

Item 6 of the Original Schedule 13D is hereby amended and supplemented to include the following: The information set forth in Item 4 of this Amendment No. 6 is incorporated by reference into this Item 6. The description of the Subscription Agreement and Investor Rights Agreement does not purport to be complete and is qualified in its entirety by reference to the Subscription Agreement, which was filed as Exhibit 99.3 to Amendment No. 5 and the Investor Rights Agreement, which is filed as Exhibit 99.5 to this Amendment No. 6.

Exhibit 99.5 - Investor Rights Agreement, dated as of September 10, 2026, between Atlas Capital Resources (A9) LP, Atlas Capital Resources (A9-Parallel) LP and Atlas Capital Resources (P) LP, and Vulcan Infrastructure and Power Inc. (incorporated herein by reference to the Investor Rights Agreement filed as Exhibit 10.6 to the Issuer's Current Report on Form 8-K filed by the Issuer on September 10, 2026 with the Securities and Exchange Commission).