Advanced Energy Industries (AEIS) director gives away 9,000 shares
Rhea-AI Filing Summary
ADVANCED ENERGY INDUSTRIES INC (AEIS) director Grant H. Beard reported a bona fide gift transfer of 9,000 shares of common stock on 2026-08-13. After this gift disposition, he directly holds 60,159 shares, which include 404.062 shares acquired through a Dividend Reinvestment Plan.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Seller: 9,000 shares
Net Sell
1 txn
Insider
BEARD GRANT H
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock F1 | 9,000 | $0.00 | $0.00 |
Holdings After Transaction:
Common Stock — 60,159 shares (Direct)
Footnotes (1)
- F1. Amount includes a total of 404.062 shares acquired through the Dividend Reinvestment Plan. The numbers reported herein are rounded down to the nearest number.
Key Figures
Shares gifted: 9,000 shares
Shares held after transaction: 60,159 shares
Dividend Reinvestment Plan shares: 404.062 shares
+2 more
5 metrics
Shares gifted
9,000 shares
Bona fide gift of AEIS common stock on 2026-08-13
Shares held after transaction
60,159 shares
Direct ownership of AEIS common stock following the gift
Dividend Reinvestment Plan shares
404.062 shares
Portion of post-transaction holdings acquired via Dividend Reinvestment Plan
Gift transaction price per share
$0.0000 per share
Non-cash bona fide gift of AEIS common stock
Gift transactions in this filing
1 transaction; 9,000 shares
Summary of gift dispositions reported
Key Terms
Bona fide gift, Dividend Reinvestment Plan
2 terms
Bona fide gift financial
"Transaction code G is described as a Bona fide gift disposition"
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
Dividend Reinvestment Plan financial
"Shares include 404.062 acquired through the Dividend Reinvestment Plan"
A dividend reinvestment plan lets shareholders automatically use cash dividends to buy more shares of the same company instead of receiving the money. It matters to investors because it turns regular payouts into a steady way to grow ownership and take advantage of compound returns—like having your savings automatically buy additional slices of a pie over time—while often reducing transaction costs and smoothing purchase timing.
FAQ
What did AEIS director Grant H. Beard report in this Form 4?
Grant H. Beard reported a bona fide gift of 9,000 shares of ADVANCED ENERGY INDUSTRIES INC common stock on 2026-08-13, with no sale proceeds, classified as a gift disposition of non-derivative common stock.
Was the AEIS Form 4 transaction by Grant H. Beard a purchase or sale?
The reported AEIS transaction was neither a purchase nor a sale. It is coded as G, indicating a bona fide gift transfer of 9,000 common shares, with a reported per-share price of $0.0000, consistent with a non-cash gift.
Does Grant H. Beard’s AEIS Form 4 indicate use of a Rule 10b5-1 trading plan?
No. The filing’s Rule 10b5-1 checkbox is not marked, and the document-level indicator shows false, meaning this reported gift of AEIS shares was not affirmed as made under a Rule 10b5-1 trading plan.
What role does the Dividend Reinvestment Plan play in Grant H. Beard’s AEIS holdings?
The filing notes that 404.062 AEIS shares in Grant H. Beard’s post-transaction total of 60,159 shares were acquired through the Dividend Reinvestment Plan, and that all numbers reported in the filing are rounded down to the nearest whole share.
AI-generated analysis. How Rhea-AI works. Not financial advice.
