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IPG Photonics (IPGP) insiders detail trust share changes and 90,380-share transfer

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

Rhea-AI Filing Summary

IPG Photonics Corp insiders Igor Samartsev, SVP and Chief Scientist, and director Natalia Pavlova filed a Form 4 updating their common stock holdings and indirect ownership structure. The filing lists direct shares and multiple indirect positions held through family members and several trusts.

The notes explain that, in connection with the termination of the Grantor Retained Annuity Trust II September 2021, 90,380 common shares were distributed to Trust-I May 2017 and continue to be reported as indirectly owned. Pavlova is identified as an indirect beneficial owner as Samartsev’s spouse.

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SEC Form 4
FORM 4 UNITED 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*
Samartsev Igor

(Last) (First) (Middle)
C/O IPG PHOTONICS CORPORATION
377 SIMARANO DRIVE

(Street)
MARLBOROUGH MA 01752

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
IPG PHOTONICS CORP [ IPGP ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
SVP, Chief Scientist
3. Date of Earliest Transaction (Month/Day/Year)
02/19/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
Form filed by One Reporting Person
X Form filed by More than One Reporting Person
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)
Code V Amount (A) or (D) Price
Common Stock 11,285 D(1)
Common Stock 113,265 I By Wife
Common Stock 10,000 I By Wife's Mother
Common Stock 1,200 I By Trust 2015
Common Stock 176,400 I By Trust Sept. 2015
Common Stock 20,983 I By Trust-G4 2016
Common Stock 20,982 I By Trust-I 2016
Common Stock 93,752 I By Trust May 2017
Common Stock 235,972(2) I By Trust-I May 2017
Common Stock 0(2) I By Grantor Retained Annuity Trust II September 2021
Common Stock 28,908 I By Grantor Retained Annuity Trust November 2022
Common Stock 122,225 I By Grantor Retained Annuity Trust I September 2025
Common Stock 121,951 I By Grantor Retained Annuity Trust II September 2025
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)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
1. Name and Address of Reporting Person*
Samartsev Igor

(Last) (First) (Middle)
C/O IPG PHOTONICS CORPORATION
377 SIMARANO DRIVE

(Street)
MARLBOROUGH MA 01752

(City) (State) (Zip)

Relationship of Reporting Person(s) to Issuer
Director 10% Owner
X Officer (give title below) Other (specify below)
SVP, Chief Scientist
1. Name and Address of Reporting Person*
Pavlova Natalia

(Last) (First) (Middle)
C/O IPG PHOTONICS CORPORATION
377 SIMARANO DRIVE

(Street)
MARLBOROUGH MA 01752

(City) (State) (Zip)

Relationship of Reporting Person(s) to Issuer
X Director 10% Owner
Officer (give title below) Other (specify below)
Explanation of Responses:
1. Ms. Pavlova, a director, is an indirect beneficial owner of such shares as the spouse of Dr. Samartsev, an officer.
2. In connection with the termination of the Grantor Retained Annuity Trust II September 2021, on February 19, 2026, 90,380 shares were distributed to Trust-I May 2017 and continue to be reported in this Form 4 as indirectly owned.
Remarks:
/s/ Adam N. King, Attorney-in-Fact for Natalia Pavlova and Igor Samartsev 02/24/2026
** Signature of Reporting Person Date
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.

FAQ

What does the IPGP Form 4 filed by Igor Samartsev and Natalia Pavlova report?

The Form 4 for IPG Photonics (IPGP) reports updated common stock holdings for Igor Samartsev and director Natalia Pavlova. It details their direct and indirect ownership, including shares held through family members and multiple trusts, without specifying any new purchases or sales.

How many IPGP shares were moved due to the Grantor Retained Annuity Trust II September 2021 termination?

Upon termination of the Grantor Retained Annuity Trust II September 2021, 90,380 IPG Photonics common shares were distributed to Trust-I May 2017. These shares continue to be reported on the Form 4 as indirectly owned, maintaining disclosure of the same economic interest.

How is director Natalia Pavlova related to Igor Samartsev’s IPGP share ownership?

The filing states that Natalia Pavlova, a director, is an indirect beneficial owner of certain IPG Photonics shares as the spouse of Igor Samartsev, an officer. This clarifies that some reported holdings reflect spousal and family-related ownership, rather than solely her direct holdings.

What types of indirect IPGP share ownership are disclosed in this Form 4?

The Form 4 discloses indirect ownership of IPG Photonics common stock through several channels: shares held by Samartsev’s wife, his wife’s mother, and multiple trusts, including Trust 2015, Trust Sept. 2015, Trust-G4 2016, Trust-I 2016, and various Grantor Retained Annuity Trusts.

Does the IPGP Form 4 indicate insider buying or selling activity?

The transactions in this IPG Photonics Form 4 are coded as holdings with an unknown transaction code. The filing emphasizes updated ownership positions and trust distributions, rather than clearly labeled open-market purchases or sales, so no explicit buy or sell activity is identified.
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