Excelerate Energy officer RSUs withheld for taxes
Excelerate Energy, Inc. officer Oliver Simpson reported a routine tax-related share disposition.
Accepted by SEC EDGAR
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Form Type
4
Rhea-AI Filing Summary
Excelerate Energy, Inc. officer Oliver Simpson reported a routine tax-related share disposition. On March 31, 2026, 546 shares of Class A Common Stock underlying restricted stock units were withheld to satisfy his tax withholding liability as a portion of a March 31, 2023 RSU grant vested. After this non-market transaction, he directly owns 51,173 shares of Class A Common Stock.
Insider Trade Summary
Exercise Price or Tax Liability: 546 shares
Exercise Price or Tax Liability
1 txn
Insider
Simpson Oliver
Role
See Remarks
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise Price or Tax Liability | Class A Common Stock | 546 | $33.31 | $18K |
Holdings After Transaction:
Class A Common Stock — 51,173 shares (Direct)
Footnotes (1)
- F1. Reflects restricted stock units ("RSUs") withheld in satisfaction of the Reporting Person's tax withholding liability. The RSUs were granted to the Reporting Person on March 31, 2023 pursuant to the Excelerate Energy, Inc. Long-Term Incentive Plan (as amended, the "Plan"), and a portion vested on March 31, 2026.
Key Figures
Shares withheld for taxes: 546 shares
Tax withholding price: $33.31 per share
Shares owned after transaction: 51,173 shares
+2 more
5 metrics
Shares withheld for taxes
546 shares
RSU tax-withholding disposition on March 31, 2026
Tax withholding price
$33.31 per share
Value applied to RSU-related shares withheld
Shares owned after transaction
51,173 shares
Class A Common Stock directly owned after withholding
RSU grant date
March 31, 2023
Grant date of restricted stock units under the Plan
RSU vesting date
March 31, 2026
Portion of RSUs vested, triggering tax withholding
Key Terms
restricted stock units ("RSUs"), tax withholding liability, Long-Term Incentive Plan, Class A Common Stock
4 terms
restricted stock units ("RSUs") financial
"Reflects restricted stock units ("RSUs") withheld in satisfaction of the Reporting Person's tax withholding liability."
Restricted stock units (RSUs) are a company promise to give an employee shares of stock (or cash equivalent) in the future, but only after certain conditions—usually staying with the company for a set time or hitting performance goals—are met. Investors watch RSUs because when they vest they increase the number of shares outstanding and can lead insiders to sell shares, affecting share price, company dilution and the true cost of employee pay.
tax withholding liability financial
"RSUs withheld in satisfaction of the Reporting Person's tax withholding liability."
Long-Term Incentive Plan financial
"granted to the Reporting Person on March 31, 2023 pursuant to the Excelerate Energy, Inc. Long-Term Incentive Plan"
A long-term incentive plan is a company program that pays executives or employees with stock, options, or cash tied to multi-year performance goals, where the rewards become theirs only after meeting conditions over time. Think of it as a delayed bonus or retirement-style reward that aligns employees’ interests with shareholders by encouraging them to boost long-term value; investors watch these plans because they affect pay costs, share dilution and management incentives.
Class A Common Stock financial
"security_title: "Class A Common Stock""
Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did Excelerate Energy (EE) report for Oliver Simpson?
Excelerate Energy reported that officer Oliver Simpson had 546 shares withheld to cover tax liabilities on vested restricted stock units. This was a non-market, tax-withholding disposition rather than an open-market purchase or sale of Class A Common Stock.
Was the Excelerate Energy (EE) Form 4 transaction an open-market sale?
No, the Form 4 shows a tax-withholding disposition, not an open-market sale. 546 shares tied to restricted stock units were withheld to satisfy Simpson’s tax liability when part of his March 31, 2023 RSU grant vested on March 31, 2026.
What was the value used for the RSU tax withholding in the Excelerate Energy (EE) filing?
The Form 4 records 546 shares withheld at a price of $33.31 per share. This per-share value is used to quantify the tax-withholding disposition tied to the vesting of restricted stock units granted on March 31, 2023.
What equity award plan is referenced in the Excelerate Energy (EE) Form 4 footnote?
The footnote explains that the restricted stock units were granted under the Excelerate Energy, Inc. Long-Term Incentive Plan. A portion of this March 31, 2023 RSU grant vested on March 31, 2026, triggering the 546-share tax-withholding event.
AI-generated analysis. How Rhea-AI works. Not financial advice.
