Advanced Energy trust plans $76K stock sale

Rule 144 filing for AEIS reports a planned sale of 265 shares of common stock by a DelSanto family trust and discloses a prior 270‑share sale in the last three months.

Rhea-AI Filing Summary

ADVANCED ENERGY INDUSTRIES INC (AEIS) received a Rule 144 notice indicating that Anne DelSanto, through The DelSANTO FAMILY TRUST U/A 2/16/18 and using Fidelity Brokerage Services LLC, plans to sell 265 shares of AEIS common stock. The shares were acquired as vested compensation dated May 2, 2026 and are expected to be sold on NASDAQ.

The notice also reports that, during the past three months, a person named Catherine J. Motz sold 270 shares of AEIS common stock for $93,150.00.

Key Figures

Shares to be sold: 265 shares Aggregate market value of planned sale: $76,355.52 Past 3 months sale shares: 270 shares +3 more

6 metrics

Shares to be sold 265 shares Planned Rule 144 sale of AEIS common stock for account of Anne DelSanto

Aggregate market value of planned sale $76,355.52 Value associated with 265 AEIS common shares in securities information section

Past 3 months sale shares 270 shares AEIS common stock sold by Catherine J. Motz on August 5, 2026

Past 3 months sale value $93,150.00 Consideration for 270 AEIS shares sold on August 5, 2026

Trust agreement date February 16, 2018 Date of THE DELSANTO FAMILY TRUST U/A 2/16/18 referenced in remarks

Notice date September 8, 2026 Date of Rule 144 notice for proposed AEIS share sale

Key Terms

Rule 144, Vested Compensation, attorney-in-fact

3 terms

Rule 144 regulatory

"See the definition of "person" in paragraph (a) of Rule 144."

Rule 144 is a U.S. securities regulation that sets conditions under which restricted or insider-held shares can be legally resold to the public, such as required holding periods, availability of public information, limits on how much can be sold at once, and certain filing requirements. For investors it matters because it determines when previously locked-up shares can enter the market — like a release valve that can increase supply, affect share price, and signal insider intent.

Vested Compensation financial

"Common | 05/02/2026 | Vested Compensation | AEIS"

attorney-in-fact regulatory

"as a duly authorized representative of Fidelity Brokerage Services LLC, as attorney-in-fact for Anne"

An attorney-in-fact is the person or entity given legal authority through a power of attorney to act on behalf of another for specific tasks, such as signing documents, voting shares, or handling transactions. For investors, this matters because it lets a trusted representative make timely decisions or complete paperwork when the owner cannot, much like handing keys to someone to run errands on your behalf—so checks on scope and limits of that authority are important.

FAQ

What does the Rule 144 filing disclose for AEIS?

It discloses that 265 shares of ADVANCED ENERGY INDUSTRIES INC (AEIS) common stock are planned to be sold under Rule 144 for the account of Anne DelSanto through The DelSANTO FAMILY TRUST U/A 2/16/18, using Fidelity Brokerage Services LLC.

How many AEIS shares are proposed to be sold in this Rule 144 notice?

The notice lists a proposed sale of 265 shares of AEIS common stock. The securities section shows 265 shares with an aggregate market value of $76,355.52 in connection with the planned NASDAQ sale.

How were the AEIS shares being sold under this Rule 144 acquired?

The AEIS shares covered by this notice were acquired as Vested Compensation dated May 2, 2026, according to the securities-to-be-sold section of the filing.

Who is the selling security holder in the AEIS Rule 144 filing?

The selling account is identified as Anne DelSanto, with a remark that the shares are being sold from THE DELSANTO FAMILY TRUST U/A 2/16/18. Fidelity Brokerage Services LLC is named as the broker handling the sale.

What AEIS sales in the last three months are disclosed in this filing?

The filing reports that Catherine J. Motz sold 270 shares of AEIS common stock on August 5, 2026 for total consideration of $93,150.00 during the past three months.

On which market are the AEIS shares expected to be sold under this Rule 144 notice?

The securities information section states that the AEIS common shares are expected to be sold on NASDAQ in connection with this Rule 144 transaction.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 09/08/2026 - 01:43 PM Accepted by SEC EDGAR 09/08/2026 - 01:43 PM Learn about SEC filing dates

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK	0001770310
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	ADVANCED ENERGY INDUSTRIES INC
SEC File Number	000-26966
Address of Issuer	ATTN: PAUL OLDHAM 1595 WYNKOOP ST, SUITE 800 DENVER COLORADO 80202
Phone	9704076626
Name of Person for Whose Account the Securities are To Be Sold	DelSanto Anne
See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.
Relationship to Issuer	Director

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common	Fidelity Brokerage Services LLC 245 Summer Street Boston MA 02110	265	76355.52	40050442	09/08/2026	NASDAQ

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	05/02/2026	Vested Compensation	AEIS			265	05/02/2026	N/A

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
Catherine J Motz 9 Federal Street Easton MD 21601	Common Stock	08/05/2026	270	93150.00

144: Remarks and Signature

Remarks	shares are being sold from THE DELSANTO FAMILY TRUST U/A 2/16/18
Date of Notice	09/08/2026
Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1	03/13/2026
ATTENTION:
The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
Signature	/s/ Audrey Skillern as a duly authorized representative of Fidelity Brokerage Services LLC, as attorney-in-fact for Anne DelSanto
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)