CENTRUS ENERGY CORP (LEU) SEC Filings, May-Jun 2026

Donelson John M A reported acquisition or exercise transactions in this Form 4 filing.

Centrus Energy Corp reported that senior vice president of sales and chief marketing officer John M. A. Donelson received a grant of 490 restricted stock units (RSUs) tied to the company’s Class A common stock. Each RSU represents the right to receive one share when it vests.

The award vests over three years: 163 RSUs are scheduled to vest on March 15, 2027, another 163 RSUs on March 15, 2028, and the remaining RSUs on March 15, 2029, assuming continued employment through each vesting date. Vested shares will be delivered to Donelson after vesting. This is a compensation grant, not an open-market stock purchase or sale.

DAI YANHONG reported acquisition or exercise transactions in this Form 4 filing.

Centrus Energy Corp reported that its principal accounting officer, Dai Yanhong, received a grant of 110 Restricted Stock Units (RSUs). Each RSU represents a contingent right to receive one share of Centrus Energy Class A common stock.

According to the vesting schedule, 37 RSUs vest on March 15, 2027 and another 37 RSUs vest on March 15, 2028, with the remaining RSUs vesting on March 15, 2029, conditioned on continued employment through each vesting date. Vested shares will be delivered as soon as administratively practicable after vesting, and following this award Dai holds 365 RSUs in total.

Centrus Energy Corp principal accounting officer Yanhong Dai filed an initial statement of beneficial ownership, reporting 255 Restricted Stock Units. These RSUs represent contingent rights to receive 255 shares of Class A common stock, vesting on March 9, 2027 if she remains actively employed, with shares delivered after vesting.

Centrus Energy Corp. extended its Section 382 Rights Agreement to protect valuable tax assets tied to net operating loss carryforwards. The seventh amendment moves the plan’s final expiration from June 30, 2026 to June 30, 2029 and raises the purchase price for each one one-thousandth of a Series A preferred share from $160.38 to $1,143.95, reflecting the higher Class A common stock price. The company states the plan was not adopted in response to any takeover effort and is intended to help preserve stockholder value from tax benefits.

The board appointed Yanhong Dai as principal accounting officer effective June 18, 2026, with a $250,000 base salary and a 40% target bonus opportunity. At the 2026 annual meeting, six directors were re-elected, executive compensation received advisory approval, an officer exculpation charter amendment was supported, stockholders approved the Section 382 Rights Agreement as amended, and Deloitte & Touche LLP was ratified as independent auditor for 2026.

Centrus Energy Corp. reported that it has signed a non-binding letter of intent with Oklo Inc. for Centrus to supply high-assay, low-enriched uranium (HALEU) to Oklo. If a definitive agreement is reached, HALEU would be produced at Centrus’ Piketon, Ohio facility with deliveries beginning in 2029.

The fuel is expected to support Oklo’s planned 1.2 gigawatt power campus in southern Ohio, covering up to five Aurora powerhouses for multiple years and potentially including prepayments from Oklo. Centrus highlights that this HALEU production builds on its existing enrichment capabilities and a previously announced $900 million HALEU task order from the U.S. Department of Energy.

The development is described as part of a broader advanced nuclear energy hub in southern Ohio, combining domestic fuel supply, Oklo’s planned reactors, customer demand, and engineering support from Kiewit Nuclear Solutions. The companies also note expected job creation from Oklo’s planned Aurora campus and Centrus’ expansion activities in Ohio.

Global X Management Company LLC reported beneficial ownership of 1,214,021 shares of Centrus Energy Corp Class A Common Stock, representing 6.41% of the class. The filing (Amendment No. 1 to Schedule 13G) states GXMC has sole voting and dispositive power over all reported shares. The filing notes that certain Global X investment vehicles, including the Global X Uranium ETF, have the right to receive dividends or proceeds related to this position. The filing is signed by Ryan O'Connor as CEO on 05/15/2026.

Centrus Energy Corp. ownership update: institutional investor D. E. Shaw disclosures show beneficial ownership positions in Class A Common Stock. The filing reports 371,196 shares (2.0%) associated with D. E. Shaw & Co., L.P. and David E. Shaw, and 299,975 shares (1.6%) for D. E. Shaw & Co., L.L.C., with certain shares exercisable via call options and holdings held through affiliated investment vehicles as of 03/31/2026.

The filing details the composition of those holdings, including 95,800 shares exercisable through call options and multiple portfolio entities holding additional shares, and states that David E. Shaw disclaims direct beneficial ownership while acknowledging shared voting and dispositive power.

Van Eck Associates Corporation reports beneficial ownership of 1,211,517 common shares of Centrus Energy Corp (CUSIP 15643U104), representing 6.4% of the class as of 03/31/2026.

The filer discloses sole voting power and sole dispositive power over those 1,211,517 shares. The filing is an amendment to a Schedule 13G, signed on 05/15/2026.

State Street/SSGA filed a Schedule 13G reporting beneficial ownership of 1,403,652 shares of Centrus Energy Corp common stock. The filing states this represents 7.4% of the class and discloses shared voting power of 1,355,714 shares and shared dispositive power of 1,403,652 shares.

The filing lists reporting persons as SSGA Funds Management, Inc. and State Street Corporation, includes the issuer CUSIP 15643U104, and is signed by authorized officers on 05/12/2026.