STEM director Daley receives 7,486 vested shares
STEM, INC. director Adam Daley reported the vesting and conversion of 7,486 Restricted Stock Units into an equal number of common shares on August 7, 2026; these RSUs were granted on June 4, 2025 and vested 100% on that date.
Rhea-AI Filing Summary
STEM, INC. director Adam Daley reported the vesting and conversion of 7,486 Restricted Stock Units into an equal number of common shares on August 7, 2026; these RSUs were granted on June 4, 2025 and vested 100% on that date. Following the conversion, Daley directly holds 19,535 common shares and indirectly holds 4,812 shares through the Daley Investment Trust and 4,638 shares through the Daley Revocable Trust.
Insider Trade Summary
7,486 shares exercised/converted
Exercise
4 txns
Insider
Daley Adam
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Unit F1, F4 | 7,486 | $0.00 | $0.00 |
| Exercise | Common Stock, Par Value $0.0001 Per Share F1 | 7,486 | -- | -- |
| holding | Common Stock, Par Value $0.0001 Per Share F2 | -- | -- | -- |
| holding | Common Stock, Par Value $0.0001 Per Share F3 | -- | -- | -- |
Holdings After Transaction:
Restricted Stock Unit — 0 contracts (Direct);
Common Stock, Par Value $0.0001 Per Share — 19,535 shares (Direct);
Common Stock, Par Value $0.0001 Per Share — 4,812 shares (Indirect, By Daley Investment Trust);
Common Stock, Par Value $0.0001 Per Share — 4,638 shares (Indirect, By Daley Revocable Trust)
Footnotes (4)
- F1. Each restricted stock unit ("RSU") converted into a share of common stock on a one-for-one basis.
- F2. Held by the Daley Investment Trust, of which the reporting person is a trustee.
- F3. Held by Daley Revocable Trust, of which the Reporting Person is a trustee.
- F4. On June 4, 2025, the reporting person was granted 7,486 RSUs vesting 100% on August 7, 2026.
Key Figures
RSUs vested and converted: 7,486 units
Direct common shares after transaction: 19,535 shares
Daley Investment Trust holdings: 4,812 shares
+3 more
6 metrics
RSUs vested and converted
7,486 units
Restricted Stock Units converting one-for-one into common stock on August 7, 2026
Direct common shares after transaction
19,535 shares
Direct ownership of STEM common stock following RSU conversion
Daley Investment Trust holdings
4,812 shares
Indirect ownership via Daley Investment Trust, with Daley as trustee
Daley Revocable Trust holdings
4,638 shares
Indirect ownership via Daley Revocable Trust, with Daley as trustee
RSU grant date
June 4, 2025
Grant date of 7,486 RSUs that vested 100% on August 7, 2026
RSU vesting date
August 7, 2026
Date when 7,486 RSUs vested 100% and converted to common stock
Key Terms
Restricted Stock Unit, Daley Investment Trust, Daley Revocable Trust, indirect ownership
4 terms
Restricted Stock Unit financial
"Each restricted stock unit ("RSU") converted into a share of common stock"
A restricted stock unit is a promise from a company to give an employee shares of stock after certain conditions are met, like staying with the company for a set amount of time. It’s like earning a bonus that turns into company stock once you’ve proven your commitment, making it a way to motivate and reward employees.
Daley Investment Trust financial
"Held by the Daley Investment Trust, of which the reporting person is a trustee."
Daley Revocable Trust financial
"Held by Daley Revocable Trust, of which the Reporting Person is a trustee."
indirect ownership financial
"direct_or_indirect": "I","nature_of_ownership": "By Daley Investment Trust""
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did STEM (STEM) director Adam Daley report?
Adam Daley reported the vesting and conversion of 7,486 Restricted Stock Units into common stock on August 7, 2026. This was recorded as an exercise/conversion of derivative securities into an equal number of STEM common shares.
What were the terms of the RSUs reported by Adam Daley for STEM (STEM)?
Daley’s 7,486 RSUs were granted on June 4, 2025 and vested 100% on August 7, 2026. Each RSU converted into one share of STEM common stock on a one-for-one basis, according to the footnotes.
Was Adam Daley’s STEM (STEM) transaction under a Rule 10b5-1 plan?
The filing’s Rule 10b5-1 checkbox is not checked, indicating the reported August 7, 2026 RSU vesting and share conversion were not affirmed as executed under a Rule 10b5-1 trading plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
