X-Energy director reports initial XE share holdings
X-Energy, Inc. director Edward Sonnenschein filed an initial ownership report showing existing stakes in the company.
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Form Type
3
Rhea-AI Filing Summary
X-Energy, Inc. director Edward Sonnenschein filed an initial ownership report showing existing stakes in the company. He directly holds 813,592 shares of Class A common stock, including 17,540 shares of restricted stock, and indirectly holds 30,831 shares through IBX X-Energy SPV I, LLC.
He also holds a stock option covering 4,837 shares of Class A common stock at an exercise price of $23.00 per share, expiring on April 24, 2036. The option is vested as to 3,628 underlying shares, with the remaining 1,209 shares scheduled to vest on September 12, 2026. The filing reports holdings only, not new purchases or sales.
Insider Trade Summary
3 transactions reported
Mixed
3 txns
Insider
SONNENSCHEIN EDWARD
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Stock Option | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
Holdings After Transaction:
Stock Option — 4,837 contracts (Direct);
Class A Common Stock — 813,592 shares (Direct);
Class A Common Stock — 30,831 shares (Indirect, By IBX X-Energy SPV I, LLC)
Footnotes (2)
- F1. Includes 17,540 shares of restricted stock.
- F2. The stock option is vested as to 3,628 of the underlying shares. The stock option vests as to 1,209 of the underlying shares on September 12, 2026.
Key Figures
Direct Class A shares: 813,592 shares
Indirect Class A shares: 30,831 shares
Restricted stock included: 17,540 shares
+4 more
7 metrics
Direct Class A shares
813,592 shares
Direct Class A common stock held following the reported holdings
Indirect Class A shares
30,831 shares
Indirectly held via IBX X-Energy SPV I, LLC
Restricted stock included
17,540 shares
Portion of direct Class A common stock identified as restricted stock
Stock option underlying shares
4,837 shares
Underlying Class A common stock for reported stock option
Option exercise price
$23.00 per share
Exercise price of stock option expiring April 24, 2036
Currently vested option shares
3,628 shares
Portion of option already vested as of the filing
Future vesting option shares
1,209 shares
Option shares scheduled to vest on September 12, 2026
Key Terms
restricted stock, Stock Option, Class A Common Stock, indirect, +1 more
5 terms
restricted stock financial
"Includes 17,540 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 3,628 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.
Class A Common Stock financial
"security_title: Class A Common Stock for direct and indirect holdings."
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.
indirect financial
"Ownership type marked as indirect via IBX X-Energy SPV I, LLC."
exercise price financial
"Stock option shows a 23.0000 exercise price per share."
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.
What does Edward Sonnenschein’s Form 3 filing for X-Energy (XE) show?
The Form 3 shows Edward Sonnenschein’s existing ownership in X-Energy. He reports substantial direct and indirect holdings of Class A common stock plus stock options, establishing his baseline position as a director without disclosing any new share purchases or sales.
What restricted stock does Edward Sonnenschein hold in X-Energy (XE)?
Within his direct holdings, Edward Sonnenschein’s position includes 17,540 shares of restricted stock. Restricted stock typically vests over time or upon meeting conditions, aligning the director’s incentives with the company’s long-term performance and governance priorities.
What are the terms of Edward Sonnenschein’s X-Energy (XE) stock option?
He holds a stock option on 4,837 shares of Class A common stock with a $23.00 per share exercise price, expiring April 24, 2036. The option provides potential future equity upside if exercised before expiration, subject to its vesting schedule.
How is Sonnenschein’s X-Energy (XE) stock option vesting structured?
The option is currently vested for 3,628 underlying shares. An additional 1,209 underlying shares are scheduled to vest on September 12, 2026. This staggered vesting structure encourages continued service and alignment with X-Energy’s longer-term performance horizon.
Did the X-Energy (XE) Form 3 disclose insider buying or selling by Edward Sonnenschein?
No, the Form 3 functions as an initial ownership statement, listing Sonnenschein’s existing direct, indirect, and option holdings. It does not report open-market purchases, sales, or option exercises; it simply establishes his baseline position as a new reporting insider.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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