STOCK TITAN

BWX Technologies (NYSE: BWXT) director awarded 762 deferred RSUs

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

Rhea-AI Filing Summary

Bertsch Jan reported acquisition or exercise transactions in this Form 4 filing.

BWX Technologies director Jan Bertsch received a grant of 762 restricted stock units (RSUs) under the company’s 2020 Omnibus Incentive Plan. Each RSU represents a contingent right to one share of BWXT common stock and vested immediately as part of her board compensation.

Bertsch elected to defer delivery of the shares. According to her deferral election, the vested shares will be delivered in a single lump sum two years after her service on the Board of Directors ends, turning this equity grant into longer-term deferred compensation.

Positive

  • None.

Negative

  • None.
Insider Bertsch Jan
Role null
Type Security Shares Price Value
Grant/Award Restricted Stock Units 762 $0.00 --
Holdings After Transaction: Restricted Stock Units — 762 shares (Direct, null)
Footnotes (1)
  1. Grant of restricted stock units pursuant to the 2020 Omnibus Incentive Plan of BWX Technologies, Inc. Each restricted stock unit represents a contingent right to receive one share of BWXT common stock. RSUs vested immediately. The reporting person elected to defer receipt of shares underlying the RSUs. In accordance with her deferral election, vested shares will be delivered to the reporting person in one lump sum, two years following termination of service on the Board of Directors.
RSUs granted 762 units Grant of restricted stock units to director Jan Bertsch
Underlying common shares 762 shares Each RSU represents one share of BWXT common stock
Deferral period 2 years Shares delivered two years after termination of board service
Restricted Stock Units financial
"Grant of restricted stock units pursuant to the 2020 Omnibus Incentive Plan of BWX Technologies, Inc."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
2020 Omnibus Incentive Plan financial
"Grant of restricted stock units pursuant to the 2020 Omnibus Incentive Plan of BWX Technologies, Inc."
deferral election financial
"The reporting person elected to defer receipt of shares underlying the RSUs."
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*
Bertsch Jan

(Last)(First)(Middle)
800 MAIN STREET
4TH FLOOR

(Street)
LYNCHBURG VIRGINIA 24504

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
BWX Technologies, Inc. [ BWXT ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/30/2026
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
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
Restricted Stock Units$004/30/2026A(1)762 (2) (2)Common Stock762$0762D
Explanation of Responses:
1. Grant of restricted stock units pursuant to the 2020 Omnibus Incentive Plan of BWX Technologies, Inc. Each restricted stock unit represents a contingent right to receive one share of BWXT common stock.
2. RSUs vested immediately. The reporting person elected to defer receipt of shares underlying the RSUs. In accordance with her deferral election, vested shares will be delivered to the reporting person in one lump sum, two years following termination of service on the Board of Directors.
Remarks:
/s/ Jan A. Bertsch, by Theresa B. Taylor, attorney-in-fact05/04/2026
** 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 transaction did BWX Technologies (BWXT) report for Jan Bertsch?

BWX Technologies reported that director Jan Bertsch received a grant of 762 restricted stock units as compensation. Each RSU represents a contingent right to one share of BWXT common stock, granted under the company’s 2020 Omnibus Incentive Plan for board members.

How many BWX Technologies (BWXT) RSUs were granted to director Jan Bertsch?

Jan Bertsch was granted 762 restricted stock units by BWX Technologies. These RSUs vested immediately and each one corresponds to one share of BWXT common stock, providing equity-based compensation tied directly to the company’s stock performance for her board service.

Did Jan Bertsch buy or sell BWX Technologies (BWXT) shares on the open market?

No, the filing shows a grant of 762 restricted stock units, not an open-market trade. This is a compensation award under BWX Technologies’ 2020 Omnibus Incentive Plan, rather than a discretionary purchase or sale of BWXT shares in the market.

When will Jan Bertsch receive the BWX Technologies (BWXT) shares from her RSU grant?

Although the 762 RSUs vested immediately, Bertsch elected to defer receipt of the underlying shares. Under her deferral election, BWX Technologies will deliver all vested shares in one lump sum two years after her service on the Board of Directors ends.

What does the BWX Technologies (BWXT) 2020 Omnibus Incentive Plan provide to directors?

The 2020 Omnibus Incentive Plan allows BWX Technologies to grant equity awards like restricted stock units to directors and others. In this case, Jan Bertsch received 762 RSUs, each representing a future right to one share of BWXT common stock as part of her compensation.