Form 4: Director Jiong Ma Receives RSU Grant at SES AI Corp

Director Jiong Ma was granted 141,593 restricted stock units (RSUs) by SES AI Corporation, vesting on the first anniversary of the grant date.

Summary

• Director Jiong Ma acquired 141,593 restricted stock units (RSUs) on May 18, 2026.
• The RSUs were granted under the Issuer's 2021 Incentive Award Plan.
• The units vest in full on May 18, 2027, subject to continued service.
• Following this transaction, the reporting person's total beneficial ownership is 524,993 shares of Class A Common Stock.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a routine administrative filing regarding director compensation, which is neutral in terms of immediate market impact.

Positives

• Alignment of director interests with long-term shareholder value through equity-based compensation.

Negatives

• The grant results in potential future dilution for existing shareholders upon vesting.

Risks

• Vesting is contingent upon continued service, creating a dependency on the director's ongoing tenure.

Future Outlook

The RSUs are scheduled to vest in full on May 18, 2027, provided the director remains in service to the company.

Industry Context

StockSavvy.ai notes that equity-based compensation for board members is a standard corporate governance practice in the technology and battery development sectors to ensure leadership remains incentivized toward long-term growth.

Comparison to Industry Standards

• The use of 2021 Incentive Award Plans is consistent with standard equity compensation structures for publicly traded technology firms.
• Vesting schedules of one year for director RSUs are common practice among mid-cap growth companies.

Stakeholder Impact

• Shareholders may experience minor dilution upon the vesting of these units.

Next Steps

• Vesting of RSUs on May 18, 2027.

Key Dates

Keywords

SES AI, Director Compensation, RSU, Equity Grant, Insider Transaction