Restricted stock grant lifts IPG Photonics (IPGP) spouse holding to 115,701 shares
Rhea-AI Filing Summary
Samartsev Igor reported acquisition or exercise transactions in this Form 4 filing.
IPG Photonics insider filings show mostly updates to existing indirect holdings across multiple trusts and family accounts, with no reported open-market trades. These entries list post-transaction balances such as 241,341 shares held by "Trust-I May 2017" and 176,400 shares held by "Trust Sept. 2015."
The only new transaction is a grant of 2,436 shares of common stock at $0.00 per share, reported as indirectly owned "By Wife," increasing that indirect position to 115,701 shares. Footnotes describe this as restricted stock units vesting after the next qualifying annual stockholders' meeting, conditioned on continued board service.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 2,436 shares
Net Buy
11 txns
Insider
Samartsev Igor, Pavlova Natalia
Role
SVP, Chief Scientist | Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock | 2,436 | $0.00 | $0.00 |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 115,701 shares (Indirect, By Wife);
Common Stock — 5,080 shares (Direct);
Common Stock — 10,000 shares (Indirect, By Wife's Mother);
Common Stock — 1,200 shares (Indirect, By Trust 2015);
Common Stock — 176,400 shares (Indirect, By Trust Sept. 2015);
Common Stock — 20,983 shares (Indirect, By Trust-G4 2016);
Common Stock — 20,982 shares (Indirect, By Trust-I 2016);
Common Stock — 122,660 shares (Indirect, By Trust May 2017);
Common Stock — 241,341 shares (Indirect, By Trust-I May 2017);
Common Stock — 122,225 shares (Indirect, By Grantor Retained Annuity Trust I September 2025);
Common Stock — 121,951 shares (Indirect, By Grantor Retained Annuity Trust II September 2025)
Footnotes (2)
- F1. Grant of restricted stock units vesting in full on the earlier of the first anniversary of the grant date or the next annual stockholders' meeting that occurs at least 50 weeks after the prior year's meeting, subject to the Reporting Person's continued services as a director of the Issuer through the vesting date.
- F2. Ms. Pavlova, a director, is an indirect beneficial owner of such shares as the spouse of Dr. Samartsev, an officer.
Key Figures
RSU-related share grant: 2,436 shares
Spouse indirect holding: 115,701 shares
Direct holding: 5,080 shares
+3 more
6 metrics
RSU-related share grant
2,436 shares
Common stock grant at $0.00 per share, indirect "By Wife"
Spouse indirect holding
115,701 shares
Total common stock indirectly owned "By Wife" after grant
Direct holding
5,080 shares
Common stock held directly after reported transactions
Trust-I May 2017 holding
241,341 shares
Common stock indirectly owned through "Trust-I May 2017"
Trust Sept. 2015 holding
176,400 shares
Common stock indirectly owned through "Trust Sept. 2015"
Grantor Retained Annuity Trust II
121,951 shares
Common stock indirectly owned through GRAT II September 2025
Key Terms
restricted stock units, Grantor Retained Annuity Trust, indirect beneficial owner, grant, award, or other acquisition, +1 more
5 terms
restricted stock units financial
"Grant of restricted stock units vesting in full on the earlier of the first anniversary"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
Grantor Retained Annuity Trust financial
"By Grantor Retained Annuity Trust II September 2025"
A grantor retained annuity trust (GRAT) is an estate-planning tool where the person who creates the trust transfers assets into it but receives fixed cash payments (an annuity) from the trust for a set number of years; whatever remains after that term passes to designated beneficiaries. It matters to investors because it can shift future appreciation of assets out of the creator’s taxable estate—like putting an asset into a timed vending machine that pays you fixed amounts while any extra value that grows inside the machine goes to heirs with reduced gift or estate tax consequences.
indirect beneficial owner financial
"Ms. Pavlova, a director, is an indirect beneficial owner of such shares"
grant, award, or other acquisition financial
"transaction_code_description": "Grant, award, or other acquisition""
common stock financial
"security_title": "Common Stock""
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider transaction did IPG Photonics (IPGP) report in this Form 4?
IPG Photonics reported a grant of 2,436 shares of common stock, acquired at $0.00 per share and indirectly owned "By Wife," raising that indirect holding to 115,701 shares. Other entries simply restate balances in various trusts and family accounts.
Are there open-market insider buys or sells in this IPG Photonics (IPGP) filing?
No open-market purchases or sales are shown. The filing records one grant of 2,436 shares at $0.00 per share plus several entries labeled as holdings that update share balances in various trusts and family-related accounts.
What are the vesting terms of the new IPG Photonics (IPGP) restricted stock units?
The footnote states the restricted stock units vest in full on the earlier of the first anniversary of the grant date or the next annual stockholders’ meeting occurring at least 50 weeks after the prior year’s meeting, subject to continued director service.