Bloom Energy Corporation is asking stockholders to vote on five proposals at its 2026 annual meeting, including electing four Class II directors, an advisory say-on-pay vote, auditor ratification, and two charter amendments covering officer exculpation and removal of Class B stock references.
The proxy highlights a strong 2025, with record revenue of $2.02 billion, a 37.3% increase, and product revenue growth of 41.1%. Gross margin and operating income improved, and Bloom expanded its solid oxide fuel cell platform, scaled manufacturing toward 2 GW of annual capacity, and deepened liquidity through a $2.2 billion 0% convertible notes issuance and a $600 million revolving credit facility. The Board emphasizes founder-led leadership, pay-for-performance equity packages tied to growth and margins, and governance practices such as 90% independent directors, fully independent committees, and stockholder engagement.
CHAMBERS JOHN T reported acquisition or exercise transactions in this Form 4 filing.
Bloom Energy Corp director John T. Chambers received an equity grant tied to restricted stock units. On May 14, 2025, he was awarded 9,877 shares of Class A Common Stock for no cash consideration, representing RSUs granted under Bloom Energy’s 2018 Equity Incentive Plan.
The RSUs will vest on the date of the next annual stockholder meeting, provided he continues serving through that date. Vested shares are scheduled to be delivered on January 1, 2028 under Bloom Energy’s 2021 Deferred Compensation Plan. After this award, Chambers holds 137,824 shares directly and 293,333 shares indirectly through JCEP Investments, LLC, where he is the managing member.
IMMELT JEFFREY R reported acquisition or exercise transactions in this Form 4 filing.
Bloom Energy Corp director Jeffrey R. Immelt reported equity awards of Class A Common Stock. He received 212 shares on an award coded as a grant at a reference price of $135.49 per share, bringing his direct holdings to 229,741 shares.
Footnotes explain these are restricted stock units granted under the 2018 Equity Incentive Plan, vesting on the date of the next annual stockholder meeting if he continues service. Vested shares are scheduled for delivery under the 2021 Deferred Compensation Plan after his service with the company ends.
WARNER CYNTHIA J reported acquisition or exercise transactions in this Form 4 filing.
Bloom Energy Corp director Cynthia J. Warner reported two stock-based compensation awards. On March 31, 2026, she received 166 shares of Class A common stock at a reference price of $135.49 per share as restricted stock units under the 2018 Equity Incentive Plan.
On May 14, 2025, she was granted 9,877 deferred stock units at a stated price of $0.00 per share under the 2021 Deferred Compensation Plan. After these awards, she directly holds 33,756 shares of Bloom Energy Class A common stock. The March 2026 RSUs vest at the next annual stockholder meeting, with vested shares delivered in installments after her service with the company ends.
Pinkus Gary S reported acquisition or exercise transactions in this Form 4 filing.
Bloom Energy director Gary S. Pinkus reported an equity award tied to company stock. He received 9,877 restricted stock units (RSUs) linked to Class A Common Stock, granted at no cash cost, increasing his reported holdings to 14,026 shares or units. The RSUs were granted under the Bloom Energy Corporation 2018 Equity Incentive Plan. They will vest on the date of the next annual stockholder meeting if he continues serving through that date, and vested shares are scheduled to be delivered to him on January 1, 2027 under the company’s 2021 Deferred Compensation Plan.
ZERVIGON EDDY reported acquisition or exercise transactions in this Form 4 filing.
Bloom Energy Corp director Eddy Zervigon received an equity award of 9,877 restricted stock units (RSUs) on Class A common stock. The grant was made under the Bloom Energy Corporation 2018 Equity Incentive Plan at a stated price of $0.00 per share.
The RSUs will vest on the date of the next annual stockholder meeting, as long as Zervigon continues serving until that date. According to the company’s 2021 Deferred Compensation Plan, the vested shares will be delivered on January 1 following the year in which he terminates service with Bloom Energy.
After this award, Zervigon directly holds 71,038 shares of Class A common stock. He also has an additional 6,000 shares held indirectly through the Eddy Zervigon IRA Account, which are shown as a separate holding entry.
Bloom Energy Corp Chief Commercial Officer Aman Joshi reported an open-market sale of 10,000 shares of Class A Common Stock. The shares were sold on April 1, 2026 at a weighted average price of $135.88 per share, under a pre-arranged Rule 10b5-1 trading plan.
After this transaction, Joshi directly holds 180,521 shares of Bloom Energy Class A Common Stock, indicating he retains a substantial equity stake in the company.
BE insider reported planned sales under a Rule 10b5-1 plan. The filing lists recent dispositions by Aman Joshi: 19,944 shares sold on 03/16/2026 for $3,088,316.43, 10,000 shares sold on 02/25/2026 for $1,755,954.00, and 3,746 shares sold on 02/17/2026 for $523,728.26. The filing also shows 10,000 RSUs noted with an effective date of 03/15/2026.
Bloom Energy Corporation is asking shareholders to elect four Class II directors, approve its 2025 executive compensation on a non-binding basis, ratify Deloitte & Touche LLP as auditor, and amend its certificate of incorporation for officer exculpation and to remove outdated Class B references. The proxy highlights record 2025 results, including $2.02 billion revenue, 1.8 GW deployed, a product backlog above $6 billion, and ending cash of approximately $2.45–2.5 billion. The filing describes strategic priorities: scale manufacturing to 2 GW by end of 2026, pursue cost reductions, advance hydrogen and carbon capture work, and expand commercial adoption across AI data centers and C&I customers.
The Vanguard Group filed Amendment No. 6 to its Schedule 13G/A reporting beneficial ownership of 0 shares of Bloom Energy Corp common stock, equal to 0%. The filing notes an internal realignment on January 12, 2026 after which certain Vanguard subsidiaries report separately.