[Form 4] ADVANCED ENERGY INDUSTRIES INC Insider Trading Activity
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Advanced Energy Industries senior vice president and chief accounting officer Bernard Raymond Colpitts Jr. reported several equity transactions. On March 3, 2026, he completed an open-market sale of 1,104 shares of common stock at $325.60 per share under a pre-arranged Rule 10b5-1 trading plan adopted on August 19, 2025.
On March 1, 2026, previously granted restricted stock units (RSUs) vested, converting into 979 and 983 shares of common stock on a one-for-one basis, with 858 shares withheld at $335.57 per share to cover tax liabilities. He also received new awards of 1,328 RSUs and 1,327 performance units under the company’s 2023 omnibus incentive plan.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Seller: 1,104 shares ($359,462)
Net Sell
8 txns
Insider
COLPITTS BERNARD RAYMOND JR
Role
SVP, Chief Accounting Officer
Sold
1,104 shs ($359K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Stock | 1,104 | $325.60 | $359K |
| Exercise | Restricted Stock Units | 979 | $0.00 | -- |
| Exercise | Restricted Stock Units | 983 | $0.00 | -- |
| Grant/Award | Restricted Stock Units | 1,328 | $0.00 | -- |
| Grant/Award | Performance Units | 1,327 | $0.00 | -- |
| Exercise | Common Stock | 979 | $0.00 | -- |
| Exercise | Common Stock | 983 | $0.00 | -- |
| Tax Withholding | Common Stock | 858 | $335.57 | $288K |
Holdings After Transaction:
Common Stock — 1,647 shares (Direct);
Restricted Stock Units — 979 shares (Direct);
Performance Units — 1,327 shares (Direct)
Footnotes (1)
- On March 1, 2024, the reporting person was granted 2,938 restricted stock units ("RSUs") vesting in three equal installments beginning on the first anniversary of the grant date, of which the second installment vested on March 1, 2026. RSUs convert into common stock on a one-for-one basis. On March 1, 2025, the reporting person was granted 2,949 restricted stock units ("RSUs") vesting in three equal installments beginning on the first anniversary of the grant date, of which the first installment vested on March 1, 2026. RSUs convert into common stock on a one-for-one basis. Payment of tax liability by withholding securities incident to vesting of RSUs. The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 19, 2025. Represents 1,647 unvested restricted stock units. These employee RSUs were issued pursuant to the Company's Amended and Restated 2023 Omnibus Incentive Plan ("LTI Plan") and will vest in three equal installments beginning on the first anniversary of the grant date. These performance share awards were issued pursuant to the LTI Plan at 100% of target, have a three-year performance period, and will vest in all or in part upon achievement of performance metrics. Any awards that have not been vested and released at the end of the three-year performance period will be canceled.
