Vulcan Infrastructure And Power Inc.: 5%+ holders

Vulcan Infrastructure And Power Inc. has 9 Schedule 13D or 13G filings on record since 2025-07-07. 5 holders' latest filing reports 5% or more of class a common stock, par value $0.0001 per share. Each figure below is the holder's own, as filed, with the filing linked.

Holders

Purpose of Transaction (Item 4)

Atlas Capital Resources (A9) LP

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 …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-09-14; the filing has the rest

Conversant Capital LLC

The information reported in Item 3 of this Schedule 13D is incorporated by reference into this Item 4. As described in more detail in Item 6, below, under the caption "Board Appointment Rights," Purchaser obtained certain rights to nominate a member of Issuer's board of directors (the "Board"). Pursuant to such rights, Purchaser nominated Jacky Wu to the Board, and the Board in turn elected Mr. Wu as a member with effect from the closing of the Private Placement. Mr. Wu is not otherwise associated with the Reporting Persons and is independent of the Company's management. The Reporting Persons intend to participate in the management of the Issuer in the ordinary course of business and consistent with the extent of its investment, for example by participating in discussions with members of the Issuer's board of directors, management, and other Issuer investors regarding the Issuer's business, including its operations, prospects, capitalization and corporate governance. The information set forth under "Board Appointment Rights" in Item 6 hereof is incorporated by reference into this Item 4. Pursuant to the Subscription Agreement, Purchaser has been granted certain preemptive and registration rights with respect to the Issuer's securities. For further information see the information set forth under "Preemptive Rights" and "Registration Rights" in Item 6 hereof, which is incorporated by reference into this Item 4. Purchaser has certain rights to dispose of Shares to the Issuer …The first part of Item 4 of the SCHEDULE 13D filed 2026-09-11; the filing has the rest

Mig Ref Ii Infr, LLC

The responses to Item 6 are incorporated by reference into this Item 4. On September 10, 2026 (the "Closing Date"), Issuer issued and sold to MIG the following securities pursuant to the Subscription Agreement, dated as of July 19, 2026 (the "Subscription Agreement"), between Issuer and MIG, for an aggregate purchase price of $15,000,000: * 2,923,976 shares of Class A Common Stock at a purchase price of $1.71 per share; * a senior secured convertible promissory note in the initial principal amount of $10,000,000 (the "MIG Convertible Note"), which, subject to obtaining the regulatory approvals required under the Subscription Agreement (the "Regulatory Approvals"), is initially convertible into 4,678,362 shares of Class A Common Stock on the terms set forth therein (the "MIG Conversion Shares"); and * a three-year warrant (the "MIG Warrant") to purchase 1,754,386 shares of Class A Common Stock (the "MIG Warrant Shares") at an exercise price of $1.71 per share, subject to adjustment as provided therein, which may not be exercised by MIG prior to obtaining the Regulatory Approvals because such exercise would cause MIG and persons with whom beneficial ownership would be aggregated with MIG for purposes of Section 13(d) of the Securities Exchange Act of 1934 (the "Exchange Act") to beneficially own more than 9.99% of the shares of Class A Common Stock outstanding immediately prior to the issuance date. The MIG Warrant may be exercised without such beneficial …The first part of Item 4 of the SCHEDULE 13D filed 2026-09-16; the filing has the rest

Rogers George Ted III

The information reported in Item 3 of this Schedule 13D is incorporated by reference into this Item 4. An aggregate of 2,939,976 shares of Class A common stock described in Item 3 of this Schedule 13D that were purchased by Mr. Rogers pursuant to the Subscription Agreement and the exercise of certain stock options by Mr. Rogers in March 2021 were acquired for investment purposes. All other securities reported herein were acquired as compensation for Mr.Rogers' service as a director of the Issuer. Mr. Rogers has been a director of the Issuer since September 13, 2021 and will continue to be involved in supervision of the Issuer in such role. Effective September 10, 2026, Mr. Rogers was appointed to the Issuer's Compensation Committee. In such capacity, Mr. Rogers may, from time to time, discuss or make plans or proposals to the Issuer's management or other members of the Issuer's Board of Directors with respect to the matters described in subparagraphs (a) through (j) of Item 4 of Schedule 13D. Except as described in this Item 4 or such as would occur upon or in connection with completion of, or following, any of the actions discussed herein, Mr. Rogers has no present plan or proposal which would relate to or result in any of the matters set forth in subparagraphs (a) - (j) of Item 4 of Schedule 13D. Depending on market conditions and other factors, Mr. Rogers may purchase additional shares of the Issuer's Class A common stock or may sell or otherwise dispose of all or …The first part of Item 4 of the SCHEDULE 13D filed 2026-09-17; the filing has the rest

Timeline

Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

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