STOCK TITAN

Blaize Holdings (BZAI) director sells 50,000 shares under 10b5-1 plan

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

Rhea-AI Filing Summary

Blaize Holdings, Inc. director Anthony Cannestra reported an options exercise and share sale in common stock. He exercised 50,000 stock options at an exercise price of $0.57 per share and sold 50,000 shares of common stock at a weighted average price of $1.35 per share, both transactions carried out under a pre-arranged Rule 10b5-1 trading plan.

Following these transactions, he reported no directly held common shares, but continues to hold equity exposure through derivatives, including earnout rights over 91,327 underlying shares, restricted stock units over 212,500 and 75,258 underlying shares, and employee stock options over 8,824, 350,970, and 146,237 underlying shares with various exercise prices and expirations.

Positive

  • None.

Negative

  • None.
Insider Cannestra Anthony
Role null
Sold 50,000 shs ($68K)
Type Security Shares Price Value
Exercise Employee Stock Option (right to purchase) 50,000 $0.00 --
Exercise Common Stock 50,000 $0.57 $28K
Sale Common Stock 50,000 $1.35 $68K
holding Employee Stock Option (right to purchase) -- -- --
holding Employee Stock Option (right to purchase) -- -- --
holding Employee Stock Option (right to purchase) -- -- --
holding Restricted Stock Units -- -- --
holding Restricted Stock Units -- -- --
holding Earnout Shares -- -- --
Holdings After Transaction: Employee Stock Option (right to purchase) — 12,169 shares (Direct, null); Common Stock — 50,000 shares (Direct, null); Restricted Stock Units — 75,258 shares (Direct, null); Earnout Shares — 91,327 shares (Direct, null)
Footnotes (1)
  1. The reported exercise of 50,000 stock options underlying 50,000 shares of the Issuer's common stock was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 11, 2025 (the "10b5-1 trading plan"). The reported sales were effected pursuant to the reporting person's Rule 10b5-1 trading plan. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.33 to $1.38, inclusive. Upon request by the SEC staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price will be provided. The stock option to purchase one share of the Issuer's common stock for each stock option is fully vested and exercisable. Represents securities received as part of the Issuer's business combination, in connection with that certain Agreement and Plan of Merger, dated as of December 22, 2023 and amended on April 22, 2024, October 24, 2024, and November 21, 2024 (the "Merger Agreement") by and among the Issuer (formerly BurTech Acquisition Corp.), BurTech Merger Sub, Inc., Blaize, Inc. ("Legacy Blaize"), and for the limited purposes set forth therein, Burkhan Capital LLC, pursuant to which securities of Legacy Blaize were automatically converted into the right to receive stock options of the Issuer as set forth in the Merger Agreement. Corrects a typographical error in the expiration date for this stock option appearing in a Form 4 filed by the reporting person on April 8, 2026. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Represents an award of restricted stock units granted at the Issuer's 2025 Annual Meeting under the Non-Employee Director Compensation Program, which vest at the earlier of one year or the Issuer's next Annual Meeting. Vested shares will be delivered to the reporting person not later than 60 days after the vesting date. These are time-based restricted stock units that vest in four equal quarterly installments commencing June 1, 2028. Vested shares will be delivered to the reporting person not later than 60 days after the vesting date. Each earnout share represents a contingent right to receive one share of the Issuer's common stock if the trading price of the Issuer's common stock exceeds certain thresholds for 20 of 30 consecutive trading days post-closing of the Issuer's business combination. Company employees and non-employee directors who are entitled to receive earnout shares are required to provide service through the date the target is achieved and if an individual departs, the forfeited earnout shares are re-allocated among the pool of remaining eligible employees. Accordingly, the ultimate number of earnout shares is subject to adjustment from time to time in the event of forfeitures by employees of the Company, which add to the reporting person's earnout shares.
Shares sold 50,000 shares Open-market sale of common stock at weighted average $1.35
Sale price range $1.33–$1.38 per share Price range for multiple sale transactions on common stock
Options exercised 50,000 options Employee stock options exercised at $0.57 per share
Earnout underlying shares 91,327 shares Earnout shares tied to common stock with $0.00 exercise price
RSUs grant 1 212,500 underlying shares Restricted stock units representing contingent rights to common stock
RSUs grant 2 75,258 underlying shares Additional time-based restricted stock units in four quarterly installments
Options at $1.18 350,970 underlying shares Employee stock options at $1.18, expiring October 23, 2034
Options at $14.62 8,824 underlying shares Employee stock options at $14.62, expiring December 13, 2028
Rule 10b5-1 trading plan regulatory
"The reported exercise of 50,000 stock options... was effected pursuant to a Rule 10b5-1 trading plan..."
A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.
restricted stock unit financial
"Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock."
A restricted stock unit is a promise from a company to give an employee shares of stock after certain conditions are met, like staying with the company for a set amount of time. It’s like earning a bonus that turns into company stock once you’ve proven your commitment, making it a way to motivate and reward employees.
earnout shares financial
"Each earnout share represents a contingent right to receive one share of the Issuer's common stock if the trading price..."
Earnout shares are company stock promised to sellers as part of an acquisition that only becomes payable if the acquired business hits agreed future performance targets, like revenue or profit goals. They matter to investors because they can increase the number of shares outstanding (dilution), tie seller incentives to future success, and create uncertainty about the actual cost of the deal and future ownership unless the performance conditions are clearly understood.
Employee Stock Option (right to purchase) financial
"The stock option to purchase one share of the Issuer's common stock for each stock option is fully vested and exercisable."
Merger Agreement regulatory
"Represents securities received as part of the Issuer's business combination, in connection with that certain Agreement and Plan of Merger..."
A merger agreement is a binding contract that lays out the exact terms for two companies to combine, including the price, what each side will deliver, and the conditions that must be met before the deal is completed. Investors care because it sets the timetable, payouts and risks — like a blueprint or prenup that shows whether the deal is likely to close, how ownership will change, and what could cancel or alter the payout they expect.
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FAQ

What insider transaction did Anthony Cannestra report at Blaize Holdings (BZAI)?

Anthony Cannestra reported exercising 50,000 stock options and selling 50,000 Blaize Holdings common shares. The options had a $0.57 exercise price, and the shares were sold at a $1.35 weighted average price in multiple trades on the same date.

Were Anthony Cannestra’s BZAI share transactions pre-planned under Rule 10b5-1?

Yes. The filing states both the 50,000-option exercise and the related 50,000-share sale were executed under a Rule 10b5-1 trading plan Anthony Cannestra adopted on December 11, 2025, indicating these trades were scheduled in advance.

How many Blaize Holdings options did Anthony Cannestra exercise and at what price?

He exercised 50,000 employee stock options into 50,000 Blaize Holdings common shares. The options carried a $0.57 per-share exercise price, and this exercise is reported as fully vested and exercisable according to the filing’s footnotes.

At what prices were Anthony Cannestra’s 50,000 BZAI shares sold?

The reported weighted average sale price was $1.35 per share. Footnotes explain the 50,000 shares were sold in multiple transactions at prices ranging from $1.33 to $1.38, with detailed trade breakdowns available on request.

What Blaize Holdings derivative awards does Anthony Cannestra still hold after these transactions?

He continues to hold earnout rights over 91,327 underlying shares, restricted stock units over 212,500 and 75,258 underlying shares, and employee stock options over 8,824, 350,970, and 146,237 underlying shares, each with specified exercise prices and expiration dates.

Does Anthony Cannestra still directly own Blaize Holdings common stock after the reported sale?

After selling 50,000 common shares, his directly held common stock balance reported in this filing is zero shares. His remaining economic interest is through earnout shares, restricted stock units, and employee stock options tied to Blaize common stock.
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).
X
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*
Cannestra Anthony

(Last)(First)(Middle)
C/O BLAIZE HOLDINGS, INC.
4659 GOLDEN FOOTHILL PARKWAY, SUITE 206

(Street)
EL DORADO HILLS CALIFORNIA 95762

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Blaize Holdings, Inc. [ BZAI ]
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)
07/06/2026
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 Stock07/06/2026M50,000(1)A$0.5750,000D
Common Stock07/06/2026S50,000(2)D$1.35(3)0D
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
Employee Stock Option (right to purchase)$0.5707/06/2026M50,000(1) (4)09/18/2033Common Stock50,000(5)12,169D
Employee Stock Option (right to purchase)$1.18 (4)10/23/2034Common Stock146,237146,237D
Employee Stock Option (right to purchase)$1.18 (4)10/23/2034(6)Common Stock350,970350,970D
Employee Stock Option (right to purchase)$14.62 (4)12/13/2028Common Stock8,8248,824D
Restricted Stock Units(7) (8) (8)Common Stock75,25875,258D
Restricted Stock Units(7) (9) (9)Common Stock212,500212,500D
Earnout Shares(10) (10)01/13/2030Common Stock91,32791,237D
Explanation of Responses:
1. The reported exercise of 50,000 stock options underlying 50,000 shares of the Issuer's common stock was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 11, 2025 (the "10b5-1 trading plan").
2. The reported sales were effected pursuant to the reporting person's Rule 10b5-1 trading plan.
3. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $1.33 to $1.38, inclusive. Upon request by the SEC staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price will be provided.
4. The stock option to purchase one share of the Issuer's common stock for each stock option is fully vested and exercisable.
5. Represents securities received as part of the Issuer's business combination, in connection with that certain Agreement and Plan of Merger, dated as of December 22, 2023 and amended on April 22, 2024, October 24, 2024, and November 21, 2024 (the "Merger Agreement") by and among the Issuer (formerly BurTech Acquisition Corp.), BurTech Merger Sub, Inc., Blaize, Inc. ("Legacy Blaize"), and for the limited purposes set forth therein, Burkhan Capital LLC, pursuant to which securities of Legacy Blaize were automatically converted into the right to receive stock options of the Issuer as set forth in the Merger Agreement.
6. Corrects a typographical error in the expiration date for this stock option appearing in a Form 4 filed by the reporting person on April 8, 2026.
7. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.
8. Represents an award of restricted stock units granted at the Issuer's 2025 Annual Meeting under the Non-Employee Director Compensation Program, which vest at the earlier of one year or the Issuer's next Annual Meeting. Vested shares will be delivered to the reporting person not later than 60 days after the vesting date.
9. These are time-based restricted stock units that vest in four equal quarterly installments commencing June 1, 2028. Vested shares will be delivered to the reporting person not later than 60 days after the vesting date.
10. Each earnout share represents a contingent right to receive one share of the Issuer's common stock if the trading price of the Issuer's common stock exceeds certain thresholds for 20 of 30 consecutive trading days post-closing of the Issuer's business combination. Company employees and non-employee directors who are entitled to receive earnout shares are required to provide service through the date the target is achieved and if an individual departs, the forfeited earnout shares are re-allocated among the pool of remaining eligible employees. Accordingly, the ultimate number of earnout shares is subject to adjustment from time to time in the event of forfeitures by employees of the Company, which add to the reporting person's earnout shares.
Remarks:
/s/ Harminder Sehmi, as Attorney-in-Fact07/08/2026
** 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)