Form 4: SES AI Officer's RSU Tax Withholding

SES AI Corp's Chief Legal Officer, Kyle Pilkington, had 5,452 shares withheld to cover tax obligations related to restricted stock unit vesting.

Summary

• Kyle Pilkington, Chief Legal Officer of SES AI Corp, had 5,452 shares of Class A Common Stock withheld on August 8, 2025.
• These shares were withheld at a price of $1.13 per share to cover tax obligations associated with the vesting of restricted stock units (RSUs).
• The shares were not sold by Mr. Pilkington.
• Following this transaction, Mr. Pilkington beneficially owns 861,277 shares of Class A Common Stock.
• This total includes 681,778 shares underlying RSUs that are subject to forfeiture until they vest.

Sentiment

Score: 5

Explanation: Neutral. This is a routine, non-discretionary transaction for tax purposes related to equity compensation, which is a common occurrence for executives.

Industry Context

This is a routine insider transaction related to equity compensation and tax obligations, common across all industries for publicly traded companies with RSU programs. It does not reflect broader industry trends or competitive dynamics.

Stakeholder Impact

• Minimal direct impact on shareholders as this is a routine, non-discretionary tax-related transaction for an executive's equity compensation. It does not indicate a change in company fundamentals or strategy.

Key Dates

Recommendation

This Form 4 filing details a routine, non-discretionary transaction where shares were withheld to cover tax obligations related to the vesting of restricted stock units for a company officer. Such transactions are common and do not typically reflect a change in the company's fundamental performance, strategic direction, or the officer's confidence in the company. Therefore, it provides no new information that would warrant a change in investment recommendation; a 'hold' stance is maintained based solely on this filing.

Keywords

SES AI Corp, SES, Form 4, Insider Transaction, Restricted Stock Units, RSU, Tax Withholding, Kyle Pilkington, Chief Legal Officer, Equity Compensation