Xos (XOS) board member trims stake in 30,000-share August sale
Rhea-AI Filing Summary
Xos, Inc. (XOS) director Stuart N. Bernstein reported selling 30,000 shares of Common Stock on 2026-08-18 in an open market or private transaction. The weighted average sale price was $4.1945 per share, with individual sales prices ranging from $4.125 to $4.39.
After this sale, Bernstein holds 112,642 shares directly, which include 60,584 unvested RSUs, and 4,133 shares indirectly through Bernstein Investment Partners LLC, where he is the Managing Member. The filing’s Rule 10b5-1 checkbox was not marked as being pursuant to a trading plan.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Seller: 30,000 shares
Net Sell
2 txns
Insider
Bernstein Stuart N.
Role
Director
Sold
30,000 shs ($126K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Stock F1, F2 | 30,000 | $4.1945 | $126K |
| holding | Common Stock F3 | -- | -- | -- |
Holdings After Transaction:
Common Stock — 112,642 shares (Direct);
Common Stock — 4,133 shares (Indirect, See Footnote)
Footnotes (3)
- F1. Represents weighted average sales price. The shares were sold at prices ranging from $4.125 to $4.39. The Reporting Person will provide upon request, to the SEC, the Issuer or any security holder of the Issuer, full information regarding the number of shares sold at each separate price.
- F2. Includes 60,584 unvested RSUs
- F3. The securities are held by Bernstein Investment Partners LLC, of which the Reporting Person is the Managing Member.
Key Figures
Shares sold: 30,000 shares of Common Stock
Weighted average sale price: $4.1945 per share
Price range of sales: $4.125 to $4.39 per share
+4 more
7 metrics
Shares sold
30,000 shares of Common Stock
Sale reported on 2026-08-18 by director Stuart N. Bernstein
Weighted average sale price
$4.1945 per share
Common Stock sold on 2026-08-18; prices ranged from $4.125 to $4.39
Price range of sales
$4.125 to $4.39 per share
Range of prices for the 30,000 shares of Common Stock sold
Direct holdings after transaction
112,642 shares
Direct XOS Common Stock owned by Stuart N. Bernstein following the sale
Unvested RSUs included in direct holdings
60,584 unvested RSUs
Part of Bernstein’s 112,642 directly held XOS shares
Indirect holdings after transaction
4,133 shares
XOS shares held indirectly through Bernstein Investment Partners LLC
Net buy/sell direction
Net sale of 30,000 shares
Form 4 transaction summary for 2026-08-18
Key Terms
RSUs, weighted average sales price, indirect ownership, Rule 10b5-1
4 terms
RSUs financial
"Includes 60,584 unvested RSUs"
RSUs, or restricted stock units, are a form of company shares given to employees as part of their compensation. They are typically awarded with certain restrictions, such as a waiting period before they can be fully owned or sold, similar to earning a gift that becomes fully yours over time. For investors, RSUs can impact a company's stock offerings and reflect how much the company relies on stock-based incentives to attract and retain talent.
weighted average sales price financial
"Represents weighted average sales price."
indirect ownership financial
"The securities are held by Bernstein Investment Partners LLC"
Rule 10b5-1 regulatory
"The filing’s Rule 10b5-1 checkbox was not marked"
Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.
FAQ
What insider transaction did Xos, Inc. (XOS) report for Stuart N. Bernstein?
Xos, Inc. reported that director Stuart N. Bernstein sold 30,000 shares of Common Stock on 2026-08-18 in a sale categorized as an open market or private transaction, at a weighted average price of $4.1945 per share.
Does the Form 4 indicate that the XOS insider trade was under a Rule 10b5-1 plan?
No. The Form 4 for Xos, Inc. shows the Rule 10b5-1 checkbox as false, indicating the filing does not affirm that the reported 30,000-share sale was made pursuant to a Rule 10b5-1 trading plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.