Form 4: SES AI Legal Chief's Routine Stock Transaction

SES AI Corp's Chief Legal Officer, Kyle Pilkington, reported a disposition of 56,074 Class A Common Stock shares to cover tax obligations related to RSU vesting.

Summary

• Kyle Pilkington, Chief Legal Officer of SES AI Corp, filed a Form 4 reporting changes in beneficial ownership.
• The transaction occurred on February 9, 2026, and involved Class A Common Stock.
• 56,074 shares were withheld to cover the reporting person's withholding tax obligations in connection with the vesting of restricted stock units (RSUs).
• These shares were not sold by Kyle Pilkington.
• The shares were valued at $1.99 per share for the withholding transaction.
• Following this transaction, Kyle Pilkington beneficially owns 805,203 shares of Class A Common Stock, which includes 568,785 shares underlying RSUs that are subject to forfeiture until they vest.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral event, typical for executive compensation and tax management, with no direct positive or negative implications for the company's operational performance or future prospects.

Future Outlook

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

Management Comments

• Represents shares withheld to cover the Reporting Person's withholding tax obligations in connection with the vesting of restricted stock units ('RSUs').
• These shares were not sold by the Reporting Person.

Industry Context

StockSavvy.ai notes that routine insider filings like Form 4s for tax withholdings upon RSU vesting are common practice across industries and generally do not indicate a change in company fundamentals or insider sentiment regarding the company's prospects.

Comparison to Industry Standards

• This transaction is a standard practice for executive compensation, where a portion of vested equity awards is withheld to satisfy tax liabilities, aligning with common industry benchmarks for RSU administration.

Stakeholder Impact

• Shareholders may note the change in reported beneficial ownership by a key executive, but the non-discretionary nature of the transaction suggests no material impact on company strategy or performance.

Key Dates

Recommendation

This Form 4 filing details a routine, non-discretionary transaction where shares were withheld to cover tax obligations related to RSU vesting. It does not reflect a discretionary sale by the insider or provide new information about the company's operational performance or future outlook. Therefore, it does not warrant a change in investment recommendation based solely on this filing.

Keywords

SES AI Corp, SES, Form 4, insider transaction, beneficial ownership, restricted stock units, RSU, tax withholding, Kyle Pilkington