Form 4: Advanced Energy Industries Executive Exercises Performance Units, Disposes of Shares for Tax Obligations

EVP and General Counsel of Advanced Energy Industries, Elizabeth Vonne, exercised performance units and disposed of shares to cover tax liabilities on February 20, 2025.

Summary

• On February 20, 2025, Elizabeth Vonne, EVP and General Counsel of Advanced Energy Industries, exercised performance units under the 2022 Long-Term Incentive Plan.
• This resulted in the vesting of 3,310 shares of common stock at a price of $131.54.
• Vonne also disposed of 1,495 shares to cover tax liabilities associated with the vesting of these performance stock units, also at $131.54.
• Following these transactions, Vonne directly owns 9,702 shares of common stock, which includes 5,217 unvested restricted stock units and 4,485 shares of common stock.

Sentiment

Score: 5

Explanation: This is a routine filing related to executive compensation and doesn't inherently indicate positive or negative sentiment. It reflects standard corporate governance practices.

Industry Context

Form 4 filings are standard disclosures required by the SEC to provide transparency into the transactions of company insiders, allowing investors to track executive compensation and ownership changes.

Stakeholder Impact

• The transaction has a minor impact on shareholders as it involves the exercise of previously granted performance units and a small disposal of shares for tax purposes.

Key Dates

Keywords

Form 4, Beneficial Ownership, Executive Compensation, Stock Options, Performance Units, AEIS, Advanced Energy Industries, Elizabeth Vonne