Form 4: SES AI CEO Hu Qichao Reports Routine Stock Disposition

SES AI Corp CEO Hu Qichao reported a disposition of 267,934 Class A Common Stock shares to cover tax obligations related to RSU vesting.

Summary

• Hu Qichao, CEO and Chairman of SES AI Corp, who is also a Director and 10% Owner, reported a transaction on February 9, 2026.
• The transaction involved the disposition of 267,934 shares of Class A Common Stock at a price of $1.99 per share.
• These shares were withheld to cover the reporting person's withholding tax obligations in connection with the vesting of restricted stock units (RSUs) and were not sold by Hu Qichao.
• Following this transaction, Hu Qichao beneficially owns 4,388,931 shares of Class A Common Stock.
• The beneficial ownership includes 2,972,177 shares of Class A Common Stock underlying RSUs, which are subject to forfeiture until they vest.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral event, representing a routine administrative transaction for tax purposes following RSU vesting, rather than a discretionary investment decision by the executive.

Future Outlook

The filing does not contain any forward-looking statements or guidance regarding the company's future performance or strategy.

Industry Context

StockSavvy.ai notes that this type of Form 4 filing, detailing the disposition of shares to cover tax obligations upon the vesting of restricted stock units, is a common and routine administrative event for executives receiving equity compensation. It does not typically signal a change in management's investment sentiment or the company's operational outlook.

Stakeholder Impact

• Shareholders: Minimal direct impact as this is a routine tax-related transaction and not a discretionary sale by the CEO.

Key Dates

Recommendation

This Form 4 reports a routine tax-related disposition of shares by the CEO following RSU vesting, which is a common administrative event for executives. It does not reflect a discretionary sale or a change in the company's fundamental prospects, thus a 'hold' recommendation is appropriate based solely on this filing.

Keywords

SES AI, Hu Qichao, Form 4, Insider Transaction, Stock Disposition, RSU Vesting, Tax Withholding, Equity Compensation