KTR Management Company, LLC - Nov 4, 2025 Form 4 Insider Report for Solaris Energy Infrastructure, Inc. (SEI)

Role: 10%+ Owner
Signature: /s/ Christopher M. Powell, Attorney-in-Fact
Stock symbol: SEI
Transactions as of: Nov 4, 2025
Transactions value $: -$106,056,367
Form type: 4
Date filed: 11/6/2025, 06:12 PM
Previous filing: Aug 8, 2025
SEC: View on sec.gov

Reporting Owners (2)

Name	Relationship	Address	Signature	Signature date	CIK
KTR Management Company, LLC	10%+ Owner	327 N. COMMERCE STREET, CENTERVILLE	/s/ Christopher M. Powell, Attorney-in-Fact	2025-11-06	0002036327
Tuma John	10%+ Owner	327 N. COMMERCE STREET, CENTERVILLE	KTR Management Company, LLC By: /s/ Christopher M. Powell	2025-11-06	0002036391

This filing has been restated, see here for the amended filing

Transactions Table

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Ownership	Footnotes
transaction	SEI	Class B Common Stock	Other	$0	-2.11M	-51.39%	$0.00	2M	Nov 4, 2025	Direct	F1, F2, F3, F4
transaction	SEI	Class A Common Stock	Conversion of derivative security	$0	+2.11M		$0.00	2.11M	Nov 4, 2025	Direct	F2, F4
transaction	SEI	Class A Common Stock	Sale	-$106M	-2.11M	-100%	$50.15	0	Nov 4, 2025	Direct

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Underlying Class	Amount	Exercise Price	Ownership	Footnotes
transaction	SEI	Solaris Energy Infrastructure, LLC Units	Conversion of derivative security	$0	-2.11M	-51.39%	$0.00	2M	Nov 6, 2025	Class A Common Stock	2.11M		Direct	F2, F4

* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id	Content
F1	Each share of Class B common stock, par value $0.00 per share ("Class B common stock") of Solaris Energy Infrastructure, Inc. (the "Issuer") has no economic rights but entitles the holder to one vote on all matters to be voted on by the stockholders generally.
F2	Subject to the terms of the Second Amended and Restated Limited Liability Company Agreement of Solaris Energy Infrastructure, LLC ("Solaris LLC"), dated as of May 11, 2017, as amended from time to time, included as Exhibit 10.1 to the Issuer's Current Report on Form 8-K filed with the U.S. Securities and Exchange Commission (the "SEC") on May 17, 2017, units of Solaris LLC ("Solaris LLC Units") (together with a corresponding number of shares of the Issuer's Class B common stock) are exchangeable from time to time for shares of the Issuer's Class A common stock, par value $0.01 per share ("Class A common stock"). The shares of Class B common stock reported herein were cancelled for no consideration on a one-for-one basis upon the redemption by the reporting persons of its Solaris LLC Units (together with a corresponding number of shares of Class B common stock) for the shares of Class A common stock reported herein.
F3	Includes securities received in connection with transactions contemplated by the Contribution Agreement, dated July 9, 2024, by and among the Issuer, Solaris LLC, John A. Johnson, John Tuma, J Turbines and KTR Management Company, LLC ("KTR"), a Texas limited liability company. On September 11, 2024, J Turbines and KTR each received, among other things, 8,114,783 shares of the Issuer's Class B common stock, together with a corresponding number of Solaris LLC Units in exchange for all of the issued and outstanding equity interests of Mobile Energy Rentals LLC, a Texas limited liability company, as more fully described in the Schedule 13D filed by the reporting persons with the SEC on September 13, 2024.
F4	Represents securities held directly by KTR. John Tuma owns all of the issued and outstanding equity interests of KTR and has the sole authority to vote or dispose of the shares held by KTR in his sole discretion. Mr. Tuma may therefore be deemed to beneficially own the securities of the Issuer held directly by KTR.