Form 4: Solaris Energy Director Receives Restricted Stock Award

James R. Burke, a Director at Solaris Energy Infrastructure, Inc., was granted 5,696 shares of Class A common stock as a restricted stock award.

Summary

• James R. Burke, a Director of Solaris Energy Infrastructure, Inc. (SEI), acquired 5,696 shares of Class A Common Stock on August 23, 2025.
• The acquisition was a Restricted Stock Award granted under the Solaris Energy Infrastructure, Inc. Long Term Incentive Plan, with a transaction price of $0 per share.
• The awarded shares will vest in full on the first anniversary of the grant date, which is August 23, 2026.
• Following this transaction, Burke directly beneficially owns 21,973 shares of Class A Common Stock, which includes the newly acquired shares and other previously granted restricted stock still subject to vesting.
• Burke also indirectly owns 800 shares of Class A Common Stock through his spouse.
• Additionally, Burke directly owns 42,734 shares of Class B Common Stock, which carry no economic rights but entitle the holder to one vote per share.
• Burke holds 42,734 Solaris Energy Infrastructure, LLC Units, which are exchangeable for Class A Common Stock of the Issuer under specific terms.

Sentiment

Score: 7

Explanation: The grant of restricted stock aligns the director's interests with shareholders, a standard practice in executive compensation, indicating a stable and ongoing relationship.

Positives

• The grant of restricted stock aligns the director's long-term interests with those of the shareholders.
• The transaction is part of a structured Long Term Incentive Plan, indicating a standard approach to executive compensation.

Negatives

• The Class B Common Stock held by the director has no economic rights, only voting rights.
• The newly acquired Class A Common Stock is subject to a one-year vesting period, meaning it is not immediately available for sale or full beneficial ownership.

Risks

• The value of the restricted stock award is subject to the future market price fluctuations of Solaris Energy Infrastructure, Inc.'s Class A Common Stock.
• The award is subject to vesting conditions, and if these conditions are not met (e.g., director departure before vesting), the shares may be forfeited.

Future Outlook

N/A

Industry Context

N/A

Stakeholder Impact

• Shareholders: The grant of restricted stock to a director helps align management's interests with those of shareholders, potentially fostering long-term value creation.
• Director (James R. Burke): Receives equity compensation, which incentivizes performance and retention, subject to vesting conditions.

Next Steps

• The 5,696 shares of Class A Common Stock will vest on August 23, 2026, subject to the terms of the Restricted Stock Award.

Key Dates

Recommendation

This Form 4 reports a routine restricted stock award to a director, which is a standard compensation practice designed to align management interests with shareholders. It does not provide sufficient information to warrant a change in investment recommendation based solely on this filing, as it reflects a normal course of business for executive compensation rather than a significant operational or financial event.

Keywords

Solaris Energy Infrastructure, SEI, Form 4, Restricted Stock Award, Director Compensation, Equity Grant, Insider Transaction, Class A Common Stock, Class B Common Stock, LLC Units