Form 4: SES AI Director Andrew Boyd Granted 296,296 RSUs

SES AI Corp Director Andrew J Boyd was granted 296,296 restricted stock units, vesting on the first anniversary of the grant date.

Summary

• Andrew J Boyd, a Director of SES AI Corp, was granted 296,296 restricted stock units (RSUs) on September 8, 2025.
• These RSUs represent shares of Class A Common Stock, par value $0.0001 per share.
• The grant was made pursuant to the Issuer's 2021 Incentive Award Plan.
• The RSUs will vest in full on the first anniversary of the Grant Date, which is September 8, 2026, contingent on continued service through such vesting date.
• Following this transaction, Boyd beneficially owns 296,296 shares underlying RSUs, which are subject to forfeiture until they vest.

Sentiment

Score: 6

Explanation: The filing reports a standard compensation event (RSU grant) for a director, which is generally a neutral to slightly positive signal as it aligns interests. No unexpected or negative information is present.

Positives

• Grant of 296,296 restricted stock units (RSUs) to Director Andrew J Boyd, aligning his interests with long-term shareholder value.
• The grant is part of the company's established 2021 Incentive Award Plan, indicating a structured approach to executive compensation.

Negatives

• No explicit negative information is contained within this Form 4 filing.

Risks

• The 296,296 shares of Class A Common Stock underlying the RSUs are subject to forfeiture if the reporting person does not continue service through the vesting date of September 8, 2026.

Future Outlook

The granted restricted stock units are scheduled to vest in full on September 8, 2026, provided the reporting person continues their service to the company until that date.

Industry Context

This filing details a standard compensation event for a director, which is a common practice across publicly traded companies to incentivize long-term commitment and align management interests with shareholder value. It does not provide broader industry trends.

Corporate Governance

Stakeholder Impact

• Shareholders: The RSU grant aligns the director's financial interests with the long-term performance of the company, potentially benefiting shareholders through improved governance and strategic decisions.
• Employees: While specific to a director, such grants are part of broader incentive programs that can motivate key personnel and reinforce a performance-oriented culture.

Next Steps

• Andrew J Boyd's continued service to SES AI Corp until the vesting date of September 8, 2026.
• Vesting of 296,296 Class A Common Stock shares on September 8, 2026, subject to continued service.

Key Dates

Keywords

SES AI, Form 4, RSU, Restricted Stock Units, Stock Grant, Director Compensation, Beneficial Ownership, Insider Transaction