SES AI grants CLO 353,982 RSUs in equity award

SES AI Corp chief legal officer Kyle Pilkington reported an acquisition of 353,982 shares of Class A Common Stock through a grant of restricted stock units (RSUs) on May 18, 2026 under the company’s 2021 Incentive Award Plan.

Rhea-AI Filing Summary

SES AI Corp chief legal officer Kyle Pilkington reported an acquisition of 353,982 shares of Class A Common Stock through a grant of restricted stock units (RSUs) on May 18, 2026 under the company’s 2021 Incentive Award Plan.

The RSUs vest in three equal installments on the first, second and third anniversaries of the grant date, contingent on continued employment or service. Following this grant, Pilkington directly holds 1,048,548 shares of Class A Common Stock, including 733,646 shares underlying RSUs that remain subject to forfeiture until they vest.

Insider Trade Summary

Grant/Award: 353,982 shares

Grant/Award 1 txn

Insider Pilkington Kyle

Role CHIEF LEGAL OFFICER

Type	Security	Shares	Price	Value
Grant/Award	Class A Common Stock	353,982	$0.00	$0.00

Holdings After Transaction: Class A Common Stock — 1,048,548 shares (Direct)

Footnotes (2)

1. F1. Represents shares of Class A common stock, par value $0.0001 per share ("Class A Common Stock"), underlying restricted stock units ("RSUs") granted to the reporting person on May 18, 2026 (the "Grant Date") pursuant to the Issuer's 2021 Incentive Award Plan. The RSUs will vest, and an equal number of shares of Class A Common Stock will be deliverable to the reporting person, in three equal installments on the first, second and third anniversaries of the Grant Date, subject to continued employment or service through each applicable vesting date.
2. F2. Includes 733,646 shares of Class A Common Stock underlying RSUs, which are subject to forfeiture until they vest.

Key Figures

RSU grant size: 353,982 shares Grant price per share: $0.0000 per share Total holdings after grant: 1,048,548 shares +2 more

5 metrics

RSU grant size 353,982 shares Class A Common Stock RSUs granted on May 18, 2026

Grant price per share $0.0000 per share Indicates compensation award with no cash purchase price

Total holdings after grant 1,048,548 shares Class A Common Stock directly held following the RSU grant

Unvested RSU-based shares 733,646 shares Class A Common Stock underlying RSUs subject to forfeiture until vesting

Vesting schedule 3 equal annual installments On first, second and third anniversaries of May 18, 2026

Key Terms

restricted stock units ("RSUs"), 2021 Incentive Award Plan, vest, subject to forfeiture, +1 more

5 terms

restricted stock units ("RSUs") financial

"Represents shares of Class A common stock ... underlying restricted stock units ("RSUs") granted to the reporting person..."

Restricted stock units (RSUs) are a company promise to give an employee shares of stock (or cash equivalent) in the future, but only after certain conditions—usually staying with the company for a set time or hitting performance goals—are met. Investors watch RSUs because when they vest they increase the number of shares outstanding and can lead insiders to sell shares, affecting share price, company dilution and the true cost of employee pay.

2021 Incentive Award Plan financial

"RSUs granted to the reporting person ... pursuant to the Issuer's 2021 Incentive Award Plan."

vest financial

"The RSUs will vest, and an equal number of shares ... will be deliverable to the reporting person..."

A vest is the process by which an employee earns the right to receive certain benefits or ownership interests, such as stock or retirement funds, over time. It’s similar to earning a reward gradually, ensuring that the benefit becomes fully yours only after a set period or meeting specific conditions. This makes it important for investors because it determines when they can actually claim or use those benefits.

subject to forfeiture financial

"Includes 733,646 shares of Class A Common Stock underlying RSUs, which are subject to forfeiture until they vest."

Class A Common Stock financial

"Represents shares of Class A common stock, par value $0.0001 per share ("Class A Common Stock")..."

Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did SES (SES AI Corp) chief legal officer Kyle Pilkington report?

Kyle Pilkington reported receiving 353,982 shares of SES AI Corp Class A Common Stock via a restricted stock unit grant. The award is compensation-based, carries no cash purchase price, and increases his direct holdings to 1,048,548 shares, including other unvested RSUs subject to forfeiture.

How do Kyle Pilkington’s new SES AI restricted stock units vest?

The 353,982 restricted stock units granted to Kyle Pilkington vest in three equal installments on the first, second and third anniversaries of the May 18, 2026 grant date. Each vesting delivers an equal number of Class A Common shares, assuming he remains employed or in service.

Did Kyle Pilkington pay a purchase price for the new SES AI RSU grant?

No cash purchase price was paid for the new RSU grant, which is shown at $0.0000 per share. This indicates a compensation award rather than an open-market stock purchase, typical for equity incentives granted under SES AI Corp’s 2021 Incentive Award Plan.

What are Kyle Pilkington’s total SES AI Class A holdings after this Form 4 transaction?

After the RSU grant, Kyle Pilkington directly holds 1,048,548 SES AI Corp Class A Common shares. This total includes 733,646 shares underlying restricted stock units that have not yet vested and remain subject to forfeiture until their respective vesting dates are satisfied.

Are all of Kyle Pilkington’s SES AI shares currently vested and unrestricted?

No, not all of his shares are vested and unrestricted. The filing states that 733,646 of his Class A Common shares are underlying restricted stock units that are still subject to forfeiture. These RSUs only become unrestricted shares as they vest over time.

Under which plan were Kyle Pilkington’s SES AI RSUs granted and what does it imply?

The RSUs were granted under SES AI Corp’s 2021 Incentive Award Plan, indicating they are part of a structured equity compensation program. Such plans align executive incentives with shareholder interests by delivering stock over time, conditioned on continued service and vesting.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/20/2026 - 05:30 PM EDT Learn about SEC filing dates

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^*

Pilkington Kyle

(Last) (First) (Middle)

C/O SES AI CORPORATION

35 CABOT ROAD

(Street)

WOBURN MASSACHUSETTS 01801

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
SES AI Corp [ SES ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	CHIEF LEGAL OFFICER

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/18/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form 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)
			Code	V	Amount	(A) or (D)	Price
Class A Common Stock	05/18/2026		A(1)		353,982(1)	A	$0	1,048,548(2)	D

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

Explanation of Responses:

1. Represents shares of Class A common stock, par value $0.0001 per share ("Class A Common Stock"), underlying restricted stock units ("RSUs") granted to the reporting person on May 18, 2026 (the "Grant Date") pursuant to the Issuer's 2021 Incentive Award Plan. The RSUs will vest, and an equal number of shares of Class A Common Stock will be deliverable to the reporting person, in three equal installments on the first, second and third anniversaries of the Grant Date, subject to continued employment or service through each applicable vesting date.

2. Includes 733,646 shares of Class A Common Stock underlying RSUs, which are subject to forfeiture until they vest.

	/s/ Kyle Pilkington	05/20/2026
	** 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.
* Form 4: SEC 1474 (03-26)