STOCK TITAN

Gevo (GEVO) CFO receives large restricted stock and option grants

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

Rhea-AI Filing Summary

Gevo, Inc. CFO Agiri Oluwagbemileke Yusuf received new equity awards and reported updated holdings. On May 20, 2026, he was granted 304,878 shares of restricted common stock at $0.00 per share and 352,258 stock options exercisable at $1.64 per share. Both the restricted stock and options vest in three equal annual installments beginning on the first anniversary of the grant date, contingent on continued service.

After the grants, Yusuf directly held 586,102 shares of common stock and 352,258 stock options, and indirectly held 24,873.26 shares through a 401(k) plan. The 401(k) balance reflects prior plan activity, including small acquisitions and disposals to cover administrative fees.

Positive

  • None.

Negative

  • None.
Insider Agiri Oluwagbemileke Yusuf
Role CFO
Type Security Shares Price Value
Grant/Award Stock Option 352,258 $0.00 --
Grant/Award Common Stock 304,878 $0.00 --
holding Common Stock -- -- --
Holdings After Transaction: Stock Option — 352,258 shares (Direct, null); Common Stock — 586,102 shares (Direct, null); Common Stock — 24,873.26 shares (Indirect, By 401(k) Plan)
Footnotes (1)
  1. Represents restricted common stock that vests in three equal annual installments beginning on the first anniversary of the grant date, provided that the reporting person remains in continuous service with the issuer as of each vesting date. Between January 1, 2026 and May 20, 2026, the reporting person (i) acquired 5,965.03 shares of the issuer's common stock under the issuer's 401(k) plan; and (ii) disposed of 32.66 shares of the issuer's common stock under the issuer's 401(k) plan to cover administrative fees. The information in this report is based on a plan statement dated April 22, 2026. The stock options shall vest in three equal annual installments beginning on the first anniversary of the grant date, provided that the reporting person remains in continuous service with the issuer as of each vesting date.
Restricted stock grant 304,878 shares Common stock granted on May 20, 2026 as compensation
Stock options granted 352,258 options Exercisable into common stock, granted May 20, 2026
Option exercise price $1.64 per share Conversion or exercise price for 352,258 stock options
Option expiration May 19, 2036 Expiration date of granted stock options
Direct common shares after grant 586,102 shares Total direct common stock holdings following the award
Indirect 401(k) shares 24,873.26 shares Common stock held via 401(k) plan after reported period
401(k) shares acquired 5,965.03 shares Acquired under 401(k) plan between Jan 1 and May 20, 2026
401(k) shares disposed 32.66 shares Disposed under 401(k) plan to cover administrative fees
restricted common stock financial
"Represents restricted common stock that vests in three equal annual installments"
Restricted common stock is company shares that carry limits on selling or transferring for a set period or until certain conditions are met, like time-based vesting or regulatory clearance. Think of them as shares in a locked box that gradually open; they can become freely tradable later but initially reduce the number of shares available on the market. Investors watch restricted stock because its eventual release can change a company’s share supply, affect stock price, and influence control and dilution.
401(k) plan financial
"shares of the issuer's common stock under the issuer's 401(k) plan"
A 401(k) plan is a workplace retirement account that lets employees set aside part of their pay into a tax-advantaged savings pot, often with employers adding matching contributions — like a workplace piggy bank for future income. It matters to investors because the amount people save and how employers fund these plans influence consumer spending, corporate payroll costs and the flow of money into financial markets, which can affect stock prices and company valuations.
stock options financial
"The stock options shall vest in three equal annual installments"
Stock options are agreements that give a person the right to buy or sell a company's stock at a specific price within a certain time frame. They are often used as a reward or incentive, similar to a coupon that can be used later if the stock price rises, allowing the holder to make a profit.
exercise price financial
"conversion_or_exercise_price: "1.6400""
The exercise price is the fixed amount at which you can buy or sell an asset, like a stock, when using an options contract. It matters because it helps determine whether exercising the option will be profitable or not, depending on the current market price. Think of it as the set price you agree on today to buy or sell later.
grant, award, or other acquisition financial
"transaction_code_description: "Grant, award, or other acquisition""
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).
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*
Agiri Oluwagbemileke Yusuf

(Last)(First)(Middle)
C/O GEVO, INC. 345 INVERNESS DRIVE SOUTH
BUILDING C, SUITE 310

(Street)
ENGLEWOOD COLORADO 80112

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Gevo, Inc. [ GEVO ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
CFO
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/20/2026
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 Stock(1)05/20/2026A304,878A$0586,102D
Common Stock24,873.26(2)IBy 401(k) Plan
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
Stock Option$1.6405/20/2026A352,258 (3)05/19/2036Common Stock352,258$0352,258D
Explanation of Responses:
1. Represents restricted common stock that vests in three equal annual installments beginning on the first anniversary of the grant date, provided that the reporting person remains in continuous service with the issuer as of each vesting date.
2. Between January 1, 2026 and May 20, 2026, the reporting person (i) acquired 5,965.03 shares of the issuer's common stock under the issuer's 401(k) plan; and (ii) disposed of 32.66 shares of the issuer's common stock under the issuer's 401(k) plan to cover administrative fees. The information in this report is based on a plan statement dated April 22, 2026.
3. The stock options shall vest in three equal annual installments beginning on the first anniversary of the grant date, provided that the reporting person remains in continuous service with the issuer as of each vesting date.
Remarks:
/s/ E. Cabell Massey, Attorney-in-Fact05/22/2026
** 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)

FAQ

What equity awards did Gevo (GEVO) CFO Agiri Yusuf receive in this Form 4?

Gevo CFO Agiri Yusuf received 304,878 shares of restricted common stock and 352,258 stock options. The stock options have a $1.64 exercise price and both awards were granted on May 20, 2026, as compensation rather than open-market transactions.

How do the new restricted shares for Gevo (GEVO) CFO vest?

The 304,878 restricted common shares vest in three equal annual installments. Vesting begins on the first anniversary of the grant date and requires Yusuf to remain in continuous service with Gevo on each vesting date, aligning his compensation with ongoing employment.

What are the key terms of the stock options granted to Gevo (GEVO) CFO?

Yusuf received 352,258 stock options exercisable at $1.64 per share, expiring on May 19, 2036. These options vest in three equal annual installments starting on the first anniversary of the grant date, conditioned on continued service with the company.

How many Gevo (GEVO) shares does the CFO hold after these transactions?

Following the grants, Yusuf directly holds 586,102 shares of Gevo common stock and 352,258 stock options. He also indirectly holds 24,873.26 shares through the company’s 401(k) plan, according to the plan statement referenced in the disclosure.

What activity occurred in Gevo (GEVO) shares within the CFO’s 401(k) plan?

Between January 1, 2026 and May 20, 2026, the 401(k) acquired 5,965.03 Gevo shares and disposed of 32.66 shares to cover administrative fees. These changes reflect routine plan activity rather than open-market trades by the CFO.

Are the Gevo (GEVO) CFO’s new equity awards open-market purchases?

No. The Form 4 describes the 304,878 shares of common stock and 352,258 stock options as grants or awards. They were issued at a $0.00 transaction price per share, indicating compensation-related awards instead of open-market purchases.