X-Energy CAO reports initial share and option holdings
X-Energy, Inc. Chief Accounting Officer Laura Garcia filed an initial insider report detailing her equity holdings.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
3
Rhea-AI Filing Summary
X-Energy, Inc. Chief Accounting Officer Laura Garcia filed an initial insider report detailing her equity holdings. She directly owns 195,622 shares of Class A common stock, including 75,254 shares of restricted stock. She also holds stock options covering 73,473 underlying shares at an exercise price of $23.00 per share, expiring on April 24, 2036.
The options are vested as to 34,130 shares, with the remaining portions scheduled to vest in tranches between December 2026 and January 2028.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
GARCIA LAURA
Role
Chief Accounting Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Stock Option | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
Holdings After Transaction:
Stock Option — 73,473 contracts (Direct);
Class A Common Stock — 195,622 shares (Direct)
Footnotes (2)
- F1. Includes 75,254 shares of restricted stock.
- F2. The stock option is vested as to 34,130 of the underlying shares. The stock option vests as to 8,284 of the underlying shares on December 1, 2026, as to 9,278 of the underlying shares in two substantially equal annual installments beginning on January 1, 2027, and as to 21,781 of the underlying shares in four substantially equal annual installments beginning on December 23, 2026.
Key Figures
Direct Class A shares: 195,622 shares
Restricted stock included: 75,254 shares
Underlying option shares: 73,473 shares
+5 more
8 metrics
Direct Class A shares
195,622 shares
Direct ownership reported by CAO Laura Garcia
Restricted stock included
75,254 shares
Portion of Garcia’s Class A common stock
Underlying option shares
73,473 shares
Stock options on Class A common stock
Option exercise price
$23.00 per share
Exercise price for Garcia’s stock options
Vested option shares
34,130 shares
Currently vested portion of option grant
Tranche vesting 2026-12-01
8,284 shares
Option shares vesting on December 1, 2026
Two annual installments
9,278 shares
Vest in two substantially equal installments from January 1, 2027
Four annual installments
21,781 shares
Vest in four substantially equal installments from December 23, 2026
Key Terms
restricted stock, Stock Option, underlying shares, vests, +1 more
5 terms
restricted stock financial
"Includes 75,254 shares of restricted stock."
Shares granted to an individual that carry limits on transfer or sale until certain conditions are met, such as staying with the company for a set time or hitting performance targets. Think of them as a locked gift that gradually opens; for investors they matter because they affect how many shares may enter the market later, signal management incentives and potential dilution, and reveal confidence in future company performance.
Stock Option financial
"The stock option is vested as to 34,130 of the underlying shares."
A stock option is a contract that gives you the right to buy or sell a company's stock at a specific price within a certain time frame. People use them to potentially make money if the stock's price moves favorably or to protect against losses. It's like holding a coupon that can be used to buy or sell stock at a set price later on.
vests financial
"The stock option vests as to 8,284 of the underlying shares on December 1, 2026"
exercise price financial
"exercisePrice: "23.0000""
The exercise price is the fixed amount at which you can buy or sell an asset, like a stock, when using an options contract. It matters because it helps determine whether exercising the option will be profitable or not, depending on the current market price. Think of it as the set price you agree on today to buy or sell later.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
How many stock options does Laura Garcia hold in X-Energy (XE)?
Laura Garcia holds stock options tied to 73,473 underlying shares of X-Energy Class A common stock. These options give her the right to acquire shares at a fixed exercise price, subject to an established vesting schedule over several future dates.
What is the exercise price of Laura Garcia’s X-Energy (XE) stock options?
Her X-Energy stock options carry an exercise price of $23.00 per share. This means she can purchase the underlying Class A common stock at $23.00, provided the options have vested and are exercised before their stated expiration date.
When do Laura Garcia’s X-Energy (XE) stock options expire?
Laura Garcia’s stock options in X-Energy expire on April 24, 2036. She must exercise any vested options by that date to receive shares; after expiration, any unexercised options will no longer be valid or exercisable.
How much of Laura Garcia’s X-Energy (XE) option grant is currently vested?
The filing notes that 34,130 of Laura Garcia’s underlying option shares are currently vested. Additional portions of the grant are scheduled to vest over time in multiple future installments, further increasing her exercisable position if she remains eligible.
What is the vesting schedule for Laura Garcia’s X-Energy (XE) stock options?
Beyond the already vested 34,130 shares, 8,284 underlying shares vest on December 1, 2026. A further 9,278 shares vest in two substantially equal annual installments beginning January 1, 2027, and 21,781 shares vest in four substantially equal annual installments beginning December 23, 2026.
AI-generated analysis. How Rhea-AI works. Not financial advice.
Accepted by SEC EDGAR
Learn about SEC filing dates