Form 4: IPG Photonics Executives Report Trust Stock Transfers
Statement of Changes in Beneficial Ownership
IPG Photonics SVP and Chief Scientist Igor Samartsev and Director Natalia Pavlova reported transfers of common stock to various family trusts for estate planning.
Summary
- Igor Samartsev, SVP and Chief Scientist of IPG Photonics Corp, and Natalia Pavlova, a Director and spouse of Dr. Samartsev, filed a Form 4 statement.
- The filing details transfers of common stock to several grantor retained annuity trusts and other family trusts.
- On August 29, 2025, Dr. Samartsev contributed 121,002 shares to Trust-I May 2017 and 121,951 shares to Grantor Retained Annuity Trust II September 2025.
- On September 3, 2025, Dr. Samartsev contributed an additional 24,590 shares to Trust-I May 2017.
- On September 2, 2025, Trust May 2017 contributed 122,225 shares to Grantor Retained Annuity Trust I September 2025.
- Following these transactions, Dr. Samartsev directly beneficially owns 6,234 shares of Common Stock.
- Indirect beneficial ownership includes shares held by his wife (113,265 shares), wife's mother (10,000 shares), and various trusts (Trust 2015: 1,200 shares; Trust Sept. 2015: 176,400 shares; Trust-G4 2016: 20,983 shares; Trust-I 2016: 20,982 shares; Trust May 2017: 93,752 shares; Trust-I May 2017: 145,592 shares; Grantor Retained Annuity Trust II September 2021: 90,380 shares; Grantor Retained Annuity Trust November 2022: 28,908 shares; Grantor Retained Annuity Trust I September 2025: 122,225 shares; Grantor Retained Annuity Trust II September 2025: 121,951 shares).
Sentiment
Score: 5
Explanation: The filing is a routine disclosure of insider stock transfers to trusts, which is a neutral event from an operational or financial performance perspective.
Future Outlook
NA
Industry Context
This filing represents a routine insider transaction for estate planning purposes and does not reflect broader industry trends or competitive positioning for IPG Photonics Corp.
Related Party Transactions
- Igor Samartsev, SVP and Chief Scientist, transferred shares to various trusts, including those benefiting his spouse, Natalia Pavlova, a Director, and other family members/entities.
Stakeholder Impact
- Shareholders: Minimal direct impact as these are internal transfers for estate planning and not open market sales or purchases affecting the company's capital structure or market float.
Key Dates
| Date | Description |
|---|---|
| 08/29/2025 | Dr. Samartsev contributed 121,002 shares to Trust-I May 2017 and 121,951 shares to Grantor Retained Annuity Trust II September 2025. |
| 09/02/2025 | Trust May 2017 contributed 122,225 shares to Grantor Retained Annuity Trust I September 2025. |
| 09/03/2025 | Dr. Samartsev contributed 24,590 shares to Trust-I May 2017. This is also the signature date for the filing. |
Keywords
IPG Photonics, IPGP, Form 4, Insider Transaction, Beneficial Ownership, Stock Transfer, Trust, Estate Planning, Igor Samartsev, Natalia Pavlova
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