ESAB Corp SEC Filings

Michele Campion, Chief Human Resources Officer of ESAB Corp (ESAB), reported transactions dated 09/05/2025 on a Form 4. The filing shows the exercise of employee stock options: 5,864 options at an exercise price of $41.79 and 4,672 options at an exercise price of $55.96, both reported as acquisition (code M). The report also shows net share settlements where 3,940 and 3,425 shares were withheld (code F) in connection with taxes, with a price indicated of $117.885 for those withheld shares. The Form lists post-transaction beneficial ownership figures associated with each line, which range from 11,763 to 16,435 shares.

Form 144 notice from ESAB Corporation (ticker: ESAB) shows a proposed sale of 2,100 common shares through Fidelity Brokerage Services (NYSE) with an aggregate market value of $240,093 and approximate sale date of 09/04/2025. The filer reports recent acquisitions of the same class via restricted stock vesting on 01/10/2025 (1,551 shares), 02/22/2025 (218 shares) and 03/08/2025 (331 shares), all paid as compensation. The filing also discloses a sale of 2,369 shares on 08/22/2025 generating $277,466.45. The filer certifies no undisclosed material adverse information and includes the standard Rule 144 representations.

Form 144 notice by an insider of ESAB Corporation (ESAB) indicates a proposed sale of common shares through Fidelity Brokerage Services on the NYSE. The filing shows 2,369 shares proposed for sale with an aggregate market value of $277,466.45, against 60,698,710 shares outstanding. The planned approximate sale date is 08/22/2025. The securities were acquired mainly through restricted stock vesting on 02/17/2025 (1,111 shares) and 05/12/2025 (1,020 shares), and an option exercise dated 03/08/2023 with cash payment scheduled 08/22/2025 (238 shares). The filer certifies no undisclosed material adverse information.

Rhonda L. Jordan, a director of ESAB Corporation, reported transactions dated 08/13/2025. The filing shows an option exercise/acquisition of 4,067 shares at a $33.02 exercise price and contemporaneous sales of 4,067 shares at a weighted-average price of $113.047, leaving zero shares held directly after the transactions. The exercised options were originally exercisable beginning 04/05/2022 and expire 05/13/2026. The report also discloses indirect holdings: 6,003 shares held by a family trust, 292 shares held by a trust for the reporting person’s spouse, and 2,037 shares held by the spouse. A footnote states the sale prices ranged from $113.000 to $113.340 and that the reporting person disclaims beneficial ownership of the indirect holdings except for pecuniary interest.

T. Rowe Price Associates, Inc. reports owning 6,644,636 shares of ESAB Corp common stock, equal to 11.0% of the class. The filing shows the firm has sole voting power over 6,388,678 shares and sole dispositive power over 6,618,219 shares, with no shared voting or dispositive power reported.

This Schedule 13G/A disclosure indicates a significant institutional stake held in the ordinary course of business; the filing expressly states the position was not acquired to change or influence control of ESAB.

ESAB Corporation submitted a Rule 144 notice disclosing a proposed sale of 4,067 common shares through Fidelity Brokerage Services on the NYSE with an aggregate market value of $459,760.50. The filing lists 60,698,710 shares outstanding. The securities are shown as originating from an option granted on 05/13/2019, recorded as acquired and paid in cash on 08/13/2025. The document also reports a prior sale of 1,500 shares on 06/11/2025 for $189,633.60. The filer certifies they are unaware of any undisclosed material adverse information.

Melissa Cummings, a director of ESAB Corp (ESAB), filed a Form 4 reporting a transaction dated 08/11/2025 involving ESAB common stock. The form records an acquisition entry showing 49.428 shares at a price of $108.81 per share, with 49.428 shares reported as indirectly owned and the nature of indirect ownership described as "Held by son."

The filing includes an explicit disclaimer that the reporting person disclaims beneficial ownership of the shares held by her son. The form was signed by Curtis E. Jewell, Attorney-in-Fact on 08/11/2025. No derivative securities were reported.

ESAB Corporation 10-Q (Quarter ended July 4, 2025)

Net sales were $715.6 million for the quarter and $1,393.7 million for the six months ended July 4, 2025. Net income attributable to ESAB was $66.9 million for the quarter and $134.2 million for the six months; diluted net income per share was $1.09 for the quarter and $2.19 for the six months. Adjusted EBITDA was $143.5 million (quarter) and $277.4 million (six months).

• Balance sheet: Total assets $4.432 billion; cash and cash equivalents $258.2 million; long-term debt $1,058.8 million (long-term portion).
• Acquisitions: Completed Bavaria Schweisstechnik (~$68M), DeltaP (~$16M); agreements to acquire Aktiv Technologies (~$29M, closed July 9, 2025) and EWM (~$324M; projected 2025 revenue ~$141M).
• Currency and translation: Significant positive foreign currency translation recorded in AOCL driving accumulated other comprehensive loss improvement to $(549.7) million at July 4, 2025.
• Geopolitics: Russia represented ~5% of revenue and ~5% of net assets; ~$48 million of cash in Russia may be subject to withdrawal delays.
• Cash flow: Net cash provided by operating activities was $82.0 million for six months (down from $127.5 million prior year); net cash used in investing activities $98.5 million (includes acquisitions).