Aris Water Solutions, Inc.: insider trades · United States · SEC (Form 4)

About Aris Water Solutions, Inc.

Aris Water Solutions, Inc. (NYSE: ARIS) is a United States-based water infrastructure and services company focused on produced-water management for the oil and gas industry. Headquartered in Houston, Texas, Aris operates primarily in the Permian Basin, one of the most important hydrocarbon-producing regions in the country. Its business model is built around integrated solutions for gathering, pipeline transport, treatment, storage, disposal, and recycling of produced water, together with brackish-water supply services for upstream operators. For French-, Belgian- and Swiss-based investors, the company sits at the intersection of energy infrastructure and environmental services, with a clear sustainability angle tied to reducing freshwater usage and lowering customers’ water footprint. Aris has been built around a “full-cycle water management” approach, which has been central to its corporate messaging and SEC disclosures. The company traces its modern public-company profile to its October 2021 IPO on the NYSE, although its operating platform was already developed around long-term produced-water needs in the Permian. Over time, Aris has positioned itself as a key partner to large E&P operators, supported by long-dated acreage dedications and commercial agreements. That contractual framework is important from an equity-analysis perspective, because it generally provides better revenue visibility and more stable utilization than purely transactional water services. The company’s operating platform is centered on two core business lines: Produced Water Handling and Water Solutions. The first covers the collection and disposal of produced water, while the second focuses on recycling and reuse of treated water. The recycling element is strategically important, as it supports a lower use of groundwater and helps customers improve operational sustainability. Aris also highlights technology and beneficial reuse opportunities beyond oil and gas, although the core earnings engine remains tied to Permian Basin activity. From a competitive standpoint, Aris benefits from its infrastructure scale, its localized asset footprint in high-activity acreage, and its ability to offer end-to-end water solutions under long-term contracts. Recent company updates indicate continued growth in handling and recycled-water volumes through 2024 and 2025, alongside ongoing asset expansion. Notable recent developments include the McNeill Ranch acquisition announced in early 2025 and the merger agreement with Western Midstream Partners announced in August 2025, which is a major strategic event for the stock and for the industry landscape. In short, ARIS has been a differentiated NYSE-listed U.S. water-infrastructure story, but investors should also factor in the implications of sector consolidation and transaction-driven corporate change.