Form 4: Advanced Energy Industries CEO Stephen Kelley Reports Stock Transactions

Stephen Douglas Kelley, President and CEO of Advanced Energy Industries, reports the vesting and tax withholding of performance units, resulting in changes to his beneficial ownership of company stock.

Summary

• On February 20, 2025, Stephen Douglas Kelley, the President and CEO of Advanced Energy Industries, reported transactions involving the company's stock.
• 26,088 shares of common stock vested due to the achievement of performance metrics under the 2022 Long-Term Incentive Plan at a price of $131.54.
• 11,435 shares were withheld to cover tax liabilities related to the vesting of performance stock units, also at $131.54.
• Following these transactions, Kelley directly owns 96,736 shares of common stock, which includes 30,753 unvested restricted stock units and 65,983 shares of common stock.
• Additionally, 53,128 performance units vested based on the achievement of performance metrics under the 2022 LTI Plan.

Sentiment

Score: 5

Explanation: This is a neutral disclosure of stock transactions. It doesn't inherently indicate positive or negative sentiment, but rather provides factual information about executive stock ownership.

Industry Context

This filing is a routine disclosure of stock transactions by a company executive, which is common in publicly traded companies. It provides transparency into the executive's holdings and any recent changes.

Key Dates

Keywords

Form 4, Beneficial Ownership, Stock Transactions, Stephen Douglas Kelley, Advanced Energy Industries, AEIS, Performance Units, Vesting, Tax Withholding, 2022 LTI Plan