X-Energy (NASDAQ: XE) officer Bhatia reports 574,335 shares and options
Filing Impact
Filing Sentiment
Form Type
3
Rhea-AI Filing Summary
X-Energy, Inc. executive Dinkar S. Bhatia filed an initial ownership report showing his equity stake in the company. He directly holds 574,335 shares of Class A Common Stock, which includes 306,719 shares of restricted stock. He also holds a stock option for 215,713 underlying shares of Class A Common Stock at an exercise price of $23.00 per share. The option is vested as to 75,883 underlying shares, with additional portions scheduled to vest in substantially equal annual installments beginning on December 23, 2026 and January 1, 2027. This filing records existing holdings rather than reporting a new purchase or sale.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
Bhatia Dinkar S.
Role
See Remarks
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Stock Option | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
Holdings After Transaction:
Stock Option — 215,713 shares (Direct, null);
Class A Common Stock — 574,335 shares (Direct, null)
Footnotes (1)
- Includes 306,719 shares of restricted stock. The stock option is vested as to 75,883 of the underlying shares. The stock option vests as to 75,883 of the underlying shares in two substantially equal annual installments beginning on January 1, 2027, and as to 63,947 of the underlying shares in four substantially equal annual installments beginning on December 23, 2026.
Key Figures
Direct Class A Common Stock holdings: 574,335 shares
Restricted stock included: 306,719 shares
Stock option underlying shares: 215,713 shares
+2 more
5 metrics
Direct Class A Common Stock holdings
574,335 shares
Reported total shares following transaction
Restricted stock included
306,719 shares
Portion of Class A Common Stock holdings
Stock option underlying shares
215,713 shares
Underlying Class A Common Stock
Stock option exercise price
$23.00 per share
Exercise price for stock option
Currently vested option shares
75,883 shares
Portion of stock option already vested
Key Terms
restricted stock, Stock Option, Class A Common Stock, vests
4 terms
restricted stock financial
"Includes 306,719 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 75,883 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
"Includes 306,719 shares of restricted 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.
vests financial
"The stock option vests as to 75,883 of the underlying shares in two substantially equal annual installments"
FAQ
What does X-Energy (XE) executive Dinkar S. Bhatia report on this Form 3?
Dinkar S. Bhatia reports his initial ownership in X-Energy, Inc., including common shares and stock options. The filing lists his direct Class A Common Stock holdings and an option grant, providing a baseline of his equity position as an officer of the company.
What stock option position in X-Energy (XE) does Dinkar S. Bhatia report?
He reports a stock option tied to 215,713 underlying shares of Class A Common Stock at an exercise price of $23.00 per share. This option gives him the right to buy those shares at that fixed price before the option’s expiration date.
How much of Dinkar S. Bhatia’s X-Energy (XE) stock option is currently vested?
The Form 3 notes that 75,883 of the underlying shares under his stock option are already vested. The remaining portions of the option will vest in scheduled annual installments over multiple years, subject to the stated vesting dates.
How will the rest of Bhatia’s X-Energy (XE) stock option vest over time?
The option vests as to 75,883 underlying shares in two substantially equal annual installments beginning January 1, 2027, and as to 63,947 underlying shares in four substantially equal annual installments beginning December 23, 2026. This creates a multi-year vesting schedule.