Welcome to our dedicated page for Advanced Energy SEC filings (Ticker: AEIS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Advanced Energy Industries Inc. filings document a Nasdaq-listed operating company focused on precision power conversion, measurement and control solutions. Form 8-K reports furnish quarterly and annual operating results, including revenue trends, margins, earnings, cash flow, dividends, share repurchase activity and market commentary tied to power electronics demand.
Proxy and annual meeting filings cover board matters, executive compensation, equity awards and shareholder votes. Recent governance disclosures also include amendments to the company’s 2023 Omnibus Incentive Plan and the authorization of additional common shares for issuance under that plan, alongside the company’s registered common stock on the Nasdaq Global Select Market.
ADVANCED ENERGY INDUSTRIES INC executive reports a discretionary change in deferred compensation holdings. EVP and CFO Paul R. Oldham made a discretionary transaction involving 6,324.114 shares of phantom stock under the company’s deferred compensation plan. Each phantom stock share represents a right to receive one share of common stock or its cash value.
After this transfer into alternative investments within the plan, Oldham holds a total of 15,473.018 phantom stock shares. These phantom shares generally become payable based on his distribution elections under the plan or upon termination of service, death, or disability.
ADVANCED ENERGY INDUSTRIES INC EVP and General Counsel Vonne Elizabeth Karpinski reported an open‑market sale of 964.001 shares of common stock on February 23, 2026. The shares were sold at prices around $328.42–$329.76 under a pre‑arranged Rule 10b5‑1 trading plan adopted on November 12, 2025. After these transactions, she holds 11,683 shares in total, consisting of 3,065 unvested restricted stock units and 8,618 shares of common stock.
Advanced Energy Industries EVP and General Counsel Elizabeth Vonne Karpinski reported multiple equity award transactions tied to long‑term incentives. Performance units granted under the 2023 Long-Term Incentive Plan vested based on performance metrics, resulting in the issuance of 5,255 performance units converted into common stock on February 18, 2026.
She acquired 8,591 shares of common stock through derivative exercises at $314.12 per share, then disposed of 2,839 shares to cover tax obligations via share withholding and a further 2,148 shares in a disposition to the issuer linked to her deferred compensation election. In lieu of receiving those 2,148 shares in stock, she acquired 2,148 shares of phantom stock, bringing her direct holdings to 12,647 common shares plus 3,024 phantom stock units, alongside 3,065 unvested restricted stock units.
ADVANCED ENERGY INDUSTRIES INC EVP John Donaghey reported equity award activity, not open-market trading. On February 18, 2026, performance units vested into 5,255 shares under the 2023 Long-Term Incentive Plan, following achievement of performance metrics approved for release by the Board.
These units were exercised into 8,590 shares of common stock at $314.12 per share. To cover tax obligations, 3,273 shares of common stock were withheld, described as payment of tax liability incident to vesting of performance stock units. After these transactions, Donaghey directly held 15,346 shares of common stock, consisting of 12,719 common shares and 2,627 unvested restricted stock units.
ADVANCED ENERGY INDUSTRIES INC EVP & CFO Paul R. Oldham reported equity award activity and related share movements. On February 18, 2026, he acquired 15,466 shares of phantom stock at $0, reflecting a deferral of the same number of common shares under the company’s deferred compensation plan. He also exercised 15,466 shares of common stock from derivative securities at $314.12 per share, and disposed of 15,466 shares of common stock back to the issuer. In a related derivative transaction dated February 20, 2025, he exercised 9,460 performance units at $0. Following these transactions, his direct holdings included common stock and unvested restricted stock units as described in the footnotes.
Advanced Energy Industries EVP and COO Eduardo Bernal Acebedo acquired shares through a performance-based equity vesting. On the performance unit side, 8,409 performance units vested and were exercised pursuant to a 2023 Long-Term Incentive Plan award, following achievement of the plan’s performance metrics and a Board-approved 2/18/2026 release date.
These units converted into 13,747 shares of common stock at a stated price of $314.12 per share through a derivative exercise. After these transactions, Acebedo directly holds 33,569 shares of common stock, consisting of 7,967 unvested restricted stock units and 25,602 shares of common stock.
Advanced Energy Industries President and CEO Stephen Douglas Kelley reported equity compensation activity involving performance-based awards. On February 18, 2026, he acquired 53,704 shares of common stock through the vesting and conversion of performance units granted under the 2023 Long-Term Incentive Plan, based on achieved performance metrics. On the same date, 23,504 shares of common stock were automatically disposed of to cover tax liabilities associated with this vesting. After these transactions, Kelley directly held 124,152 shares, consisting of 21,899 unvested restricted stock units and 102,253 shares of common stock.
Advanced Energy Industries director Anne DelSanto reported an open-market sale of 240 shares of common stock at $311.04 per share on February 17, 2026. The transaction was executed indirectly by The DelSanto Family Trust, for which she serves as trustee, under a pre-arranged Rule 10b5-1 trading plan adopted on March 13, 2025.
Following this sale, the trust continued to hold 6,654 shares of Advanced Energy common stock.
Advanced Energy Industries director Lanesha Minnix sold 1,000 shares of common stock in an open-market transaction. The sale occurred at a price of $316.625 per share. After this transaction, Minnix directly owns 4,585 shares of the company’s stock. A footnote notes that this amount includes 2.409 shares acquired through a Dividend Reinvestment Plan, with reported numbers rounded down to the nearest whole share.