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Genie Energy Ltd. (NYSE: GNE) director has 9,105 shares withheld for taxes

(Moderate)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Genie Energy Ltd. director and ten percent owner Howard S. Jonas had 9,105 Class B shares withheld on August 3, 2026 at $14.135 per share to cover taxes upon the vesting of restricted stock. After this tax-withholding disposition, he directly holds 690,999 Class B shares, comprising common and restricted stock, and also reports additional indirect holdings through foundations, trusts, and a partnership.

Positive

  • None.

Negative

  • None.
Insider JONAS HOWARD S
Role Director, 10% Owner
Type Security Shares Price Value
Tax Withholding Class B Common Stock, $.01 par value per share F1, F2 9,105 $14.135 $129K
holding Class B Common Stock, $.01 par value per share -- -- --
holding Class B Common Stock, $.01 par value per share -- -- --
holding Class B Common Stock, $.01 par value per share -- -- --
holding Class B Common Stock, $.01 par value per share -- -- --
holding Class A Common Stock, $.01 par value per share -- -- --
Holdings After Transaction: Class B Common Stock, $.01 par value per share — 690,999 shares (Direct); Class B Common Stock, $.01 par value per share — 275,047 shares (Indirect, By The Jonas Foundation); Class B Common Stock, $.01 par value per share — 1,085,645 shares (Indirect, By HSJ 2019 Remainder Trust); Class B Common Stock, $.01 par value per share — 950,398 shares (Indirect, By Debbie Y. Jonas 2018 Dynasty Trust); Class B Common Stock, $.01 par value per share — 95,366 shares (Indirect, By HSJ 2022 Annuity Trust I); Class A Common Stock, $.01 par value per share — 1,574,326 shares (Indirect, By Genie A Partners, L.P.)
Footnotes (2)
  1. F1. Represents shares withheld by the Issuer for tax purposes upon the vesting of Restricted Stock.
  2. F2. Consists of 530,709 shares held directly, 135,290 vested restricted shares of Class B common stock, and 25,000 unvested restricted shares of Class B common stock which shall vest on August 2, 2027.
Tax-withheld shares 9,105 shares Class B Common Stock withheld on August 3, 2026 for tax purposes
Tax-withholding price $14.135 per share Value used for the 9,105 Class B shares withheld for taxes
Direct Class B holdings after transaction 690,999 shares Direct Class B Common Stock held by Howard S. Jonas after August 3, 2026
Directly held common shares 530,709 shares Portion of direct Class B holdings held as common shares
Vested restricted Class B shares 135,290 shares Vested restricted shares included in direct Class B holdings
Unvested restricted shares 25,000 shares Unvested Class B restricted stock scheduled to vest on August 2, 2027
Indirect Class A holdings 1,574,326 shares Class A Common Stock held indirectly by Genie A Partners, L.P.
Restricted Stock financial
"Represents shares withheld by the Issuer for tax purposes upon the vesting of Restricted Stock."
Shares granted to an individual that carry limits on transfer or sale until certain conditions are met, such as staying with the company for a set time or hitting performance targets. Think of them as a locked gift that gradually opens; for investors they matter because they affect how many shares may enter the market later, signal management incentives and potential dilution, and reveal confidence in future company performance.
Class B Common Stock financial
"Class B Common Stock, $.01 par value per share"
A class B common stock is one of multiple types of a company’s ordinary shares that carries specific rights—often different voting power or dividend priority—compared with other classes. For investors it matters because those differences affect how much influence you have over company decisions, the income you might receive, and how freely the shares trade; think of it like owning a car with different keys: some keys let you start the engine and open the trunk, others only unlock the door.
vested restricted shares financial
"Consists of 530,709 shares held directly, 135,290 vested restricted shares of Class B common stock"

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FAQ

What insider transaction did Genie Energy (GNE) report for Howard S. Jonas on August 3, 2026?

Genie Energy reported that Howard S. Jonas had 9,105 Class B shares withheld at $14.135 per share to cover taxes on vested restricted stock. This was a tax-withholding disposition, not an open‑market purchase or sale of shares.

How many Genie Energy (GNE) Class B shares does Howard S. Jonas hold directly after this transaction?

After the August 3, 2026 tax withholding, Howard S. Jonas directly holds 690,999 Class B shares of Genie Energy. Footnotes state this includes 530,709 common shares, 135,290 vested restricted shares, and 25,000 unvested restricted shares vesting on August 2, 2027.

What price was used for the tax-withheld Genie Energy (GNE) shares?

The tax-withheld shares were valued at $14.135 per share for the 9,105 Class B shares withheld from Howard S. Jonas. This per‑share value was used to satisfy tax liabilities arising from the vesting of restricted stock.

What restricted Genie Energy (GNE) stock remains unvested for Howard S. Jonas?

Following the August 3, 2026 vesting event, Howard S. Jonas retains 25,000 unvested restricted shares of Class B common stock. A footnote explains these shares are scheduled to vest on August 2, 2027, under the terms of the award.

What indirect Genie Energy (GNE) shareholdings are associated with Howard S. Jonas?

In addition to direct Class B holdings, Howard S. Jonas reports indirect interests including 1,574,326 Class A shares held by Genie A Partners, L.P. He also reports Class B positions through The Jonas Foundation and several trusts, each disclosed with its own share balance.
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*
JONAS HOWARD S

(Last)(First)(Middle)
C/O GENIE ENERGY LTD.
520 BROAD STREET

(Street)
NEWARK NEW JERSEY 07102

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Genie Energy Ltd. [ GNE ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirectorX10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
08/03/2026
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
Class B Common Stock, $.01 par value per share08/03/2026F9,105(1)D$14.135690,999(2)D
Class B Common Stock, $.01 par value per share275,047IBy The Jonas Foundation
Class B Common Stock, $.01 par value per share1,085,645IBy HSJ 2019 Remainder Trust
Class B Common Stock, $.01 par value per share950,398IBy Debbie Y. Jonas 2018 Dynasty Trust
Class B Common Stock, $.01 par value per share95,366IBy HSJ 2022 Annuity Trust I
Class A Common Stock, $.01 par value per share1,574,326IBy Genie A Partners, L.P.
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
Explanation of Responses:
1. Represents shares withheld by the Issuer for tax purposes upon the vesting of Restricted Stock.
2. Consists of 530,709 shares held directly, 135,290 vested restricted shares of Class B common stock, and 25,000 unvested restricted shares of Class B common stock which shall vest on August 2, 2027.
Joyce J. Mason, by Power of Attorney08/05/2026
** 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)