Boyd Andrew J reported acquisition or exercise transactions in this Form 4 filing.
SES AI Corp director Andrew J. Boyd received a new equity award in the form of restricted stock units. He was granted 141,593 shares of Class A Common Stock at no purchase price, reflecting stock-based compensation rather than an open-market trade.
The RSUs were granted under SES AI Corp's 2021 Incentive Award Plan. They will vest in full on the first anniversary of the May 18, 2026 grant date, as long as Boyd continues his service through that date. After this grant, he holds 437,889 Class A shares directly.
Luo Eric reported acquisition or exercise transactions in this Form 4 filing.
SES AI Corp director Eric Luo received a grant of restricted stock units representing 141,593 shares of Class A Common Stock. The RSUs were granted at no cash cost to him under the company’s 2021 Incentive Award Plan.
The award will vest in full on the first anniversary of the May 18, 2026 grant date, provided he continues to serve through that vesting date. Following this grant, Luo beneficially owns 524,993 shares of Class A Common Stock directly, giving him a larger equity stake tied to the company’s future performance.
Ma Jiong reported acquisition or exercise transactions in this Form 4 filing.
SES AI Corp director Jiong Ma received a grant of 141,593 shares of Class A Common Stock in the form of restricted stock units (RSUs). The RSUs were granted on May 18, 2026 under the company’s 2021 Incentive Award Plan at a stated price of $0.00 per share.
The RSUs will vest in full on the first anniversary of the grant date, and an equal number of Class A shares will be delivered at that time, subject to Ms. Ma’s continued service. After this award, she directly holds 524,993 shares of Class A Common Stock.
SES AI Corp filed a Form 3 identifying Liu Yi Ray as its chief financial officer and reporting person. The filing shows no reported purchases, sales, gifts, exercises, or other insider transactions, and no derivative positions or holdings are listed in this initial statement.
SES AI Corporation files a new Form S-3 shelf registering up to $300,000,000 of securities, including Class A common stock, preferred stock, debt securities, warrants, rights and units. The filing also includes a prospectus supplement for an at‑the‑market program to sell up to $150,000,000 of Class A common stock.
The registration replaces a prior Form S-3 and expressly incorporates unsold primary securities from that prior filing under Rule 415(a)(6). Net proceeds are stated to be used for general corporate and working capital purposes, and sales under the ATM will be effected by Sales Agents under specified commission arrangements.
SES AI Corporation reported Q1 2026 results showing higher revenue but continuing losses as it scales its battery and AI platforms. Revenue rose to $6.7 million from $5.8 million, driven mainly by product sales from the acquired UZ Energy ESS business, while service revenue declined.
Gross profit fell to $1.2 million as product mix shifted and cost of revenue increased. Research and development expense dropped to $11.0 million from $20.5 million, reflecting lower lab and AI infrastructure costs. Net loss was $12.1 million, similar to last year. SES ended the quarter with $46.9 million in cash and cash equivalents and $130.0 million in short-term investments, after using $19.8 million in operating cash but generating $39.1 million from net investment activity.
SES AI Corporation furnished its first quarter 2026 results and announced a Chief Financial Officer transition. The company reported Q1 2026 revenue of $6.7 million, described as above consensus, and improved gross margin to 18.1% from 11.3% in the fourth quarter of 2025, while maintaining about $178 million in liquidity. SES AI affirmed full-year 2026 revenue guidance of $30 million to $35 million, highlighted a multiyear Energy Storage Systems distribution agreement with ATG E Power, growing drone cell production capacity to roughly 1,000,000 cells annually, and a multiyear contract for its AI-driven Molecular Universe "Search in a Box" product. The filing also details that Yi (Ray) Liu will become CFO on April 27, 2026, succeeding Jing Nealis, with Liu receiving a $375,000 base salary, target bonus equal to 50% of salary, a $25,000 cash signing bonus, and restricted stock units valued at $375,000, while Nealis receives accelerated vesting of 117,500 RSUs and an extended option exercise period.
SES AI Corp chief legal officer Kyle Pilkington reported a routine tax-withholding transaction tied to equity compensation. On this Form 4, 25,185 shares of Class A Common Stock were withheld at $1.10 per share to cover withholding tax obligations from vesting restricted stock units (RSUs); the footnote states these shares were not sold.
After the withholding, Pilkington directly holds 694,566 shares of Class A Common Stock, which include 379,664 shares underlying RSUs that remain subject to forfeiture until they vest. This event reflects compensation-related share withholding rather than an open-market sale.