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AXIA Energia (AXIA3) officer awarded shares and converts PNC preferred into Common

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

AXIA Energia S.A. officer Marcelo de Siqueira Freitas reported two equity-related acquisitions. He received 4 Common Shares at no cost as a grant or award, bringing his combined Common Share and RSU position to 38,057 after the transaction. He also converted 4 Class "C" preferred PNC Shares into Common Shares in connection with a mandatory redemption of 0.0951% of the company’s outstanding PNC Shares. The footnotes explain that, under the company’s bylaws, 4% of the originally issued PNC Shares will be automatically converted into Common Shares each fiscal year from 2026 through 2030, with all remaining PNC Shares converting in 2031.

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Insider de Siqueira Freitas Marcelo
Role See Remarks*
Type Security Shares Price Value
Conversion Class "C" Preferred Shares 4 $0.00 --
Grant/Award Common Shares 4 $0.00 --
Holdings After Transaction: Class "C" Preferred Shares — 4,623 shares (Direct, null); Common Shares — 38,057 shares (Direct, null)
Footnotes (1)
  1. On July 1, 2026, certain of the class "C" preferred shares ("PNC Shares") previously reported herein were converted into Common Shares, in connection with the mandatory redemption of 0.0951% of AXIA Energia S.A. (the "Company")'s outstanding PNC Shares announced on June 14, 2026 and pursuant to the terms of the Company's bylaws. Represents the sum of (i) RSUs; and (ii) common shares held by the reporting person. Pursuant to Article 11 of the Bylaws of the Company, the PNC Shares shall be automatically converted into Common Shares, assuming such PNC Shares are not earlier mandatorily redeemed by the Company in accordance with its Bylaws, at a ratio of 1:1, as follows: 4% of the total volume of originally-issued PNC Shares, allocated proportionally among all holders, in each of the fiscal years 2026, 2027, 2028, 2029 and 2030; and all PNC Shares remaining, in fiscal year 2031.
Common Shares granted 4 shares Grant or award on July 1, 2026 at $0.0000 per share
Common + RSUs after grant 38,057 units Total Common Shares and RSUs held after grant
PNC Shares converted 4 shares Class "C" preferred PNC Shares converted into Common Shares
PNC Shares remaining 4,623 shares Class "C" preferred PNC Shares held after conversion
Mandatory PNC redemption fraction 0.0951% Portion of outstanding PNC Shares subject to mandatory redemption
Annual PNC automatic conversion 4% per year Of originally issued PNC Shares in each fiscal year 2026–2030
Final PNC conversion year 2031 All remaining PNC Shares convert in fiscal year 2031
RSUs financial
"Represents the sum of (i) RSUs; and (ii) common shares held by the reporting person."
RSUs, or restricted stock units, are a form of company shares given to employees as part of their compensation. They are typically awarded with certain restrictions, such as a waiting period before they can be fully owned or sold, similar to earning a gift that becomes fully yours over time. For investors, RSUs can impact a company's stock offerings and reflect how much the company relies on stock-based incentives to attract and retain talent.
PNC Shares financial
"certain of the class "C" preferred shares ("PNC Shares") previously reported herein were converted into Common Shares"
mandatory redemption financial
"in connection with the mandatory redemption of 0.0951% of AXIA Energia S.A.'s outstanding PNC Shares"
Mandatory redemption is a contract clause that forces an issuer to buy back a security—such as a bond, preferred share, or convertible—under specified conditions or at scheduled times. For investors it matters because it determines when and how they will get their principal or liquidation value returned, affects the timing of income, and can change the total number of outstanding securities, similar to a store being required to repurchase a product on a set schedule.
automatic conversion financial
"the PNC Shares shall be automatically converted into Common Shares, assuming such PNC Shares are not earlier mandatorily redeemed"
Bylaws regulatory
"pursuant to the terms of the Company's bylaws"
Corporate bylaws are a company's internal rulebook that explains how the business is run day to day — who makes decisions, how directors and officers are chosen, how shareholder meetings are conducted, and procedures for changes or conflicts. For investors, bylaws matter because they shape governance and control, influence how quickly and easily leadership or strategy can change, and can protect or limit shareholder rights much like house rules affect how a household operates.
derivative security financial
"Conversion of derivative security"
A derivative security is a financial contract whose value comes from the price or performance of something else, such as a stock, bond, commodity, or market index. For investors it acts like an insurance policy or a wager: it can be used to protect against losses, lock in prices, or amplify gains and losses, so it can change a portfolio’s risk and potential return without owning the underlying asset directly.
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SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
de Siqueira Freitas Marcelo

(Last)(First)(Middle)
AVENIDA GRACA ARANHA, NO. 26
CENTRO

(Street)
RIO DE JANEIRO20030-000

(City)(State)(Zip)

BRAZIL

(Country)
2. Issuer Name and Ticker or Trading Symbol
AXIA Energia S.A. [ AXIA3 ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
See Remarks*
2a. Foreign Trading Symbol
[AXIA7]
3. Date of Earliest Transaction (Month/Day/Year)
07/01/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Shares07/01/2026A4(1)A$038,057(2)D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Class "C" Preferred Shares(3)07/01/2026C4(1) (3) (3)Common Shares4$04,623D
Explanation of Responses:
1. On July 1, 2026, certain of the class "C" preferred shares ("PNC Shares") previously reported herein were converted into Common Shares, in connection with the mandatory redemption of 0.0951% of AXIA Energia S.A. (the "Company")'s outstanding PNC Shares announced on June 14, 2026 and pursuant to the terms of the Company's bylaws.
2. Represents the sum of (i) RSUs; and (ii) common shares held by the reporting person.
3. Pursuant to Article 11 of the Bylaws of the Company, the PNC Shares shall be automatically converted into Common Shares, assuming such PNC Shares are not earlier mandatorily redeemed by the Company in accordance with its Bylaws, at a ratio of 1:1, as follows: 4% of the total volume of originally-issued PNC Shares, allocated proportionally among all holders, in each of the fiscal years 2026, 2027, 2028, 2029 and 2030; and all PNC Shares remaining, in fiscal year 2031.
Remarks:
*Legal Vice-Presidency
/s/ Marcelo de Siqueira Freitas07/02/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transactions did AXIA (AXIA3) report for Marcelo de Siqueira Freitas?

AXIA reported that officer Marcelo de Siqueira Freitas received 4 Common Shares as a grant or award and converted 4 Class "C" preferred PNC Shares into Common Shares, both recorded on July 1, 2026 under direct ownership.

How many AXIA Energia Common Shares does Marcelo de Siqueira Freitas hold after this Form 4?

After these transactions, Marcelo de Siqueira Freitas holds a combined 38,057 AXIA Energia Common Shares and RSUs. A footnote clarifies this total represents the sum of his RSUs plus the Common Shares directly held in his name.

What happened to AXIA Energia’s Class "C" preferred (PNC) Shares in this filing?

Certain Class "C" preferred PNC Shares were converted into Common Shares as part of a mandatory redemption of 0.0951% of the company’s outstanding PNC Shares, following AXIA Energia’s bylaws and a redemption announcement made on June 14, 2026.

How many Class "C" preferred PNC Shares does Marcelo de Siqueira Freitas own after the conversion?

Following the reported conversion of 4 PNC Shares into Common Shares, Marcelo de Siqueira Freitas holds 4,623 Class "C" preferred PNC Shares. The filing shows this as his total PNC Share position after the July 1, 2026 transaction date.

How will AXIA Energia’s PNC Shares convert into Common Shares over time?

Under Article 11 of AXIA Energia’s bylaws, 4% of the originally issued PNC Shares will convert into Common Shares each fiscal year from 2026 through 2030, allocated proportionally, with all remaining PNC Shares converting during fiscal year 2031.

Is the AXIA Form 4 transaction a market purchase or sale of shares?

The Form 4 shows a grant of 4 Common Shares at no cost and a conversion of 4 PNC Shares into Common Shares. These are compensation and structural equity actions, not open-market purchases or sales of AXIA Energia shares by the insider.