GE Vernova Inc. filings document operating results, governance, capital structure, and material events for a public energy technology company with Power, Wind, and Electrification segments. Form 8-K reports furnish quarterly financial results, including orders, backlog, revenue, margins, cash flow, segment activity, and the financial effects of completed transactions such as Prolec GE.
The company’s SEC record also includes proxy materials covering shareholder voting matters, board governance, and executive compensation. Capital-structure filings describe registered offerings, senior unsecured notes, indenture terms, and related shelf registration materials, while other current reports address leadership changes within business segments and formal Exchange Act event disclosures.
Reynolds Paula Rosput reported acquisition or exercise transactions in this Form 4 filing.
GE Vernova director Paula Rosput Reynolds reported an equity compensation event involving 495 shares. She settled 495 restricted stock units into the same number of GE Vernova common shares at a price of $0.0000 per share, following vesting on the first anniversary of grant.
According to the filing, she elected to defer receipt of these shares until the earlier of 30 days after her service as a director ends or a change in control event. After this transaction, she directly holds 3,214 shares of common stock, with additional indirect ownership reported as 28 shares held by her spouse’s Roth IRA and 106 shares held by her spouse.
GE Vernova Inc. director W. Donald Arnold reported the vesting and exercise of restricted stock units into common stock. On May 14, 2026, 495 restricted stock units settled into 495 shares of common stock, reflecting compensation rather than an open-market trade. Following this transaction, Arnold directly holds 1,824 shares of GE Vernova common stock.
GE Vernova Inc. director Martina Hundmejean reported the vesting and exercise of 495 restricted stock units, converting them into the right to receive an equal number of common shares. These units vested on the first anniversary of grant and increased her reported direct common stock holdings to 2,037 shares.
The filing notes she has elected to defer actual receipt of the common shares until the earlier of 30 days after her service as a director ends or a change in control event. Each restricted stock unit represents the right to receive one GE Vernova common share at settlement.
GE Vernova Inc. director Kim K.W. Rucker exercised 495 restricted stock units into an equal number of common shares. The award vested on the first anniversary of grant, but Rucker has elected to defer receipt of these shares until 30 days after board service ends or upon a change in control event. Following this transaction, Rucker is credited with ownership of 1,824 common shares. This activity reflects routine equity compensation rather than an open-market purchase or sale.
GE Vernova Inc. director Jesus Malave Jr. exercised restricted stock units into 495 shares of common stock. These units vested on the first anniversary of grant, and each unit converted into one share. Following this settlement, he now holds 1,842 shares of GE Vernova common stock directly. He has elected to defer actual receipt of the shares until the earlier of 30 days after his service as a director ends or a change in control event, so this is a compensation-related equity increase rather than an open-market purchase.
GE Vernova director Stephen F. Angel exercised restricted stock units into common shares as part of his board compensation. On 2026-05-14, he converted a total of 1,350 RSUs into 855 and 495 common shares at $0.00 per share. Following these exercises, he holds 3,963 common shares directly, plus indirect holdings of 303 shares by trust and 1,177 shares by IRA. The RSU awards had vested after one year and were received in lieu of his annual cash retainer, with settlement terms defined by the company’s director compensation program.
GE Vernova Inc ownership update: FMR LLC reports beneficial ownership of 18,316,285.20 shares of Common Stock, representing 6.8% of the class as of 03/31/2026. The filing is an amendment (Schedule 13G/A) reflecting passive ownership and cites a 13d-1(k) agreement.
The filing lists voting and dispositive power held by FMR LLC and notes that one or more other persons may have rights to dividends or sale proceeds; no other single person holds more than 5%.
GE Vernova Inc. CEO & President Scott Strazik reported routine equity compensation transactions involving company common stock. He exercised employee stock options covering 22,742 shares at $92.13 per share and 21,754 shares at $149.78 per share, converting options into common stock.
To cover tax obligations, he disposed of 11,987 shares at $1,115.60 per share and 12,273 shares at $1,114.88 per share through tax-withholding, not open-market sales. Following these transactions, he directly holds 152,282 common shares and also has indirect holdings of 1,287 shares through his spouse's 401(k) and 2,353 shares through his own 401(k).
Footnotes state the option exercises were executed on a net settlement basis in anticipation of their September 30, 2026 and November 17, 2027 expiration dates and did not result in any open market transactions.
GE Vernova Inc ownership disclosure: Vanguard Capital Management reports beneficial ownership of 20,150,500 shares of Common Stock, representing 7.47% of the class as of 03/31/2026. The filing states Vanguard has sole dispositive power over those shares and sole voting power for 2,633,900 shares.
GE Vernova delivered a very strong first quarter of 2026, driven largely by a one-time gain from acquiring full ownership of Prolec GE. Total revenues rose to $9.3 billion, up 16% from $8.0 billion a year earlier, with growth led by the Power and Electrification segments.
Net income attributable to GE Vernova jumped to $4.7 billion from $254 million, and diluted EPS increased to $17.44 from $0.91. Results included a $4.0 billion pre-tax gain from remeasuring the prior Prolec GE stake and a $330 million gain from selling the Proficy software business.
Operationally, segment EBITDA improved to $958 million from $576 million, with notable margin expansion in Power and Electrification. The Wind segment remained loss-making, pressured by lower Onshore deliveries, Offshore project losses, and estimated 2026 tariff costs of roughly $250–$350 million.
Cash flow from operating activities strengthened to $5.2 billion, supporting $4.8 billion of free cash flow and $1.3 billion of share repurchases, while the company issued $2.6 billion of new long-term debt to help fund the Prolec GE acquisition.