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BWXT officer files Form 3; 401(k) indirect holdings disclosed

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
3

Rhea-AI Filing Summary

BWX Technologies (BWXT) reported an initial statement of beneficial ownership on Form 3 for its VP & Chief Accounting Officer. The filing lists 23 shares of common stock held directly and 139 shares held indirectly through a 401(k) plan, based on the fair market value as of September 30, 2025. It also shows restricted stock units (RSUs) for 318, 450, and 259 shares at a $0 exercise price, with vesting beginning on February 29, 2025, February 26, 2026, and February 27, 2024, respectively. The event date is November 6, 2025.

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Insider Gorman Kevin James
Role VP & Chief Accounting Officer
Type Security Shares Price Value
holding Restricted Stock Units -- -- --
holding Restricted Stock Units -- -- --
holding Restricted Stock Units -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Restricted Stock Units — 318 shares (Direct); Common Stock — 23 shares (Direct); Common Stock — 139 shares (Indirect, 401(k) Plan)
Footnotes (1)
  1. Based on number of units held in the BWXT Thrift Plan and the fair market value of BWXT common stock as of September 30, 2025. RSUs vest in three equal annual installments beginning February 29, 2025. RSUs vest in three equal annual installments beginning February 26, 2026. RSUs vest in three equal annual installments beginning February 27, 2024.
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SEC Form 3
FORM 3 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

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: 3235-0104
Estimated average burden
hours per response: 0.5
1. Name and Address of Reporting Person*
Gorman Kevin James
(Last) (First) (Middle)
11525 N. COMMUNITY HOUSE ROAD
SUITE 600
(Street)
CHARLOTTE NC 28277
(City) (State) (Zip)
2. Date of Event Requiring Statement (Month/Day/Year)
11/06/2025 		3. Issuer Name and Ticker or Trading Symbol
BWX Technologies, Inc. [ BWXT ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
VP & Chief Accounting Officer
5. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock 23 D
Common Stock 139(1) I 401(k) Plan
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date Exercisable Expiration Date Title Amount or Number of Shares
Restricted Stock Units (2) (2) Common Stock 318 $0 D
Restricted Stock Units (3) (3) Common Stock 450 $0 D
Restricted Stock Units (4) (4) Common Stock 259 $0 D
Explanation of Responses:
1. Based on number of units held in the BWXT Thrift Plan and the fair market value of BWXT common stock as of September 30, 2025.
2. RSUs vest in three equal annual installments beginning February 29, 2025.
3. RSUs vest in three equal annual installments beginning February 26, 2026.
4. RSUs vest in three equal annual installments beginning February 27, 2024.
Remarks:
/s/ Kevin J. Gorman by Theresa B. Taylor, attorney-in-fact 11/12/2025
** Signature of Reporting Person Date
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 5 (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.

Source: View Original Filing on SEC EDGAR

FAQ

What did BWXT (BWXT) file?

A Form 3 initial statement of beneficial ownership for its VP & Chief Accounting Officer.

Who is the reporting person for BWXT (BWXT)?

An officer serving as VP & Chief Accounting Officer.

How many BWXT common shares are owned directly?

The officer holds 23 shares directly.

What indirect BWXT holdings are reported?

The filing shows 139 shares held indirectly via a 401(k) plan, based on values as of September 30, 2025.

What RSUs are disclosed in the BWXT Form 3?

RSUs covering 318, 450, and 259 shares at a $0 exercise price.

When do the RSUs vest for BWXT’s officer?

They vest in three equal annual installments beginning February 29, 2025, February 26, 2026, and February 27, 2024.

What is the event date on the BWXT Form 3?

The event date is November 6, 2025.