GE VERNOVA LLC SEC Filings

GE Vernova Inc. executive Victor Abate, Chief Executive Officer, Wind, reported acquisitions of notional Restoration Plan Stock Units linked to GE Vernova common stock. On 01/23/2026 he acquired 1,163 units, followed by an additional 52 units on 01/26/2026, all at a stated price of $0.00 per unit.

The units are held directly and are part of the GE Vernova Restoration Plan's GE Vernova Stock Fund, a notional investment option that mirrors a retirement plan fund investing at least 98% of its assets in GE Vernova common stock with a small cash component. The value of the participant's notional account is payable in cash under the plan, generally in July of the year following separation from service.

GE Vernova Inc. reported a leadership change in its Power segment. Mavi Zingoni notified the company that she will resign as Chief Executive Officer, Power Segment and as an officer of the company effective January 21, 2026. She has a mutual exit agreement with the company and will remain as an advisor to support the transition until her departure on June 30, 2026.

The Board of Directors approved the appointment of Eric Gray as the new Chief Executive Officer, Power Segment, effective January 21, 2026. He will also continue in his existing role as GE Vernova’s President and Chief Executive Officer, Gas Power, consolidating leadership across these related businesses.

GE Vernova Inc. reports the equity holdings of its Officer, CEO of Electrification Systems, as of an event dated 12/12/2025. The reporting person directly owns 2,586 shares of GE Vernova common stock. In addition, they hold several employee stock options to buy common stock, including 7,797 shares exercisable through 05/16/2034, 14,161 shares through 06/03/2034, and 4,070 shares through 02/28/2035, with portions becoming exercisable in stages from March 2025 through March 2028. The filing also lists multiple restricted stock unit (RSU) awards totaling 23,025 units, many of which stem from the GE Vernova spin-off from General Electric and vest between March 2025 and March 2028, with each unit settling into one share upon vesting.

GE Vernova Inc. Chief Financial Officer reported equity transactions in company stock. On December 1, 2025, the officer exercised 17,730 restricted stock units into an equal number of GE Vernova common shares at an exercise price of $0 per share, increasing directly held shares. On the same date, 8,573 shares of common stock were disposed of in a transaction coded “F” at a price of $599.77 per share, reflecting shares withheld or sold to cover taxes. After these transactions, the officer directly owned 16,747 shares of GE Vernova common stock.

The restricted stock units originated from equity incentive awards converted in connection with GE’s pro rata distribution of GE Vernova shares completed on April 2, 2024, with vesting in three equal installments on December 1, 2024, December 1, 2025, and December 1, 2026.

GE Vernova reported higher Q3 2025 results. Total revenues reached $9,969 million, up from $8,913 million a year ago, driven by both equipment ($5,880 million) and services ($4,089 million). Operating income improved to $366 million from a loss of $359 million, and net income was $452 million with diluted EPS of $1.64. Gross profit rose to $1,897 million. The company recorded incremental contract losses of $171 million on certain Offshore Wind contracts.

For the first nine months, revenues were $27,112 million versus $24,376 million, with diluted EPS of $4.41. Cash from operating activities was $2,508 million; the company spent $2,241 million on share repurchases and paid $207 million in dividends. Contract liabilities and deferred income increased to $20,151 million, reflecting collections ahead of revenue recognition, and cash and equivalents were $7,945 million. GE Vernova signed binding agreements to sell the Proficy manufacturing software business (expected to close in the first half of 2026) and Linden VFT LLC. Shares outstanding were 271,320,459 as of September 30, 2025.

GE Vernova Inc. reported that it released its third-quarter 2025 financial results on its investor relations website. The company furnished the materials as Exhibit 99 to an Item 2.02 Form 8-K.

The information is being furnished, not filed, under the Exchange Act and is not subject to Section 18 liabilities, nor incorporated by reference into Securities Act or Exchange Act filings.

GE Vernova Inc. (GEV) Form 3: This is an initial Section 16 filing by Lina Lola Felice listing her relationship to the issuer as Chief Legal Officer and Officer. The form states no securities are beneficially owned by the reporting person. The filing includes a Power of Attorney (Exhibit 24.1) and is signed by an attorney-in-fact on behalf of the reporting person.

Kenneth Scott Parks, who serves as Chief Financial Officer and a director-level reporting person for GE Vernova Inc. (GEV), reported a sale of 3,300 shares of the issuer's common stock on 08/26/2025 at a reported price of $620 per share. After the sale, he beneficially owns 7,590 shares, held directly. The Form 4 was filed by one reporting person and executed by an attorney-in-fact on 08/27/2025. The filing contains no derivative transactions.

GE Vernova (GEV) Form 144: The filer notifies a proposed sale of 3,300 common shares through UBS Financial Services on the NYSE, with an aggregate market value of $2,046,000 and approximate sale date of 08/26/2025. The shares were acquired via restricted stock unit vesting from GE Vernova on 12/01/2024 (1,567 shares) and 03/01/2025 (1,733 shares). The filer reports no securities sold in the past three months and certifies they are not aware of undisclosed material adverse information. The form is procedural notice of an intended insider sale.