KELLEY STEPHEN DOUGLAS (President and CEO) exercised options at ADVANCED ENERGY INDUSTRIES INC
Option exercise — a mechanical event triggered by vesting or expiry. Not a discretionary conviction trade.
Common Stock
Shares
+10.45K
Price / share
—
Trade value
—
% of position
Common Stock
Shares
+9.13K
Price / share
—
Trade value
—
% of position
Common Stock
Shares
−13.36K
Price / share
$335.57
Trade value
$4.48M
% of position
Net shares
+6.22K
Net value
-$4.48M
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 3/1/2026 | M · Option Exercise | +10.45K | — | — | 8.4% | 124.15K | 134.60K |
| Common Stock Direct | 3/1/2026 | M · Option Exercise | +9.13K | — | — | 6.8% | 134.60K | 143.73K |
| Common Stock Direct | 3/1/2026 | F · Tax Withholding | −13.36K | $335.57 | $4.48M | 9.3% | 143.73K | 130.38K |
| Total | +6.22K | -$4.48M | ||||||
Restricted Stock Units
Common Stock
10.45K shares
Shares
−10.45K
Strike price
Held after
10.45K
Exercisable
—
Restricted Stock Units
Common Stock
9.13K shares
Shares
−9.13K
Strike price
Held after
18.26K
Exercisable
—
Restricted Stock Units
Common Stock
11.62K shares
Shares
+11.62K
Strike price
0
Held after
11.62K
Exercisable
—
Performance Units
Common Stock
18.26K shares
Shares
+18.26K
Strike price
0
Held after
18.26K
Exercisable
—
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Restricted Stock Units Direct | Common Stock10.45K shares | 3/1/2026 | M · Option Exercise | −10.45K | — | 10.45K | |
| Restricted Stock Units Direct | Common Stock9.13K shares | 3/1/2026 | M · Option Exercise | −9.13K | — | 18.26K | |
| Restricted Stock Units Direct | Common Stock11.62K shares | 3/1/2026 | A · Award | +11.62K | 0 | — | 11.62K |
| Performance Units Direct | Common Stock18.26K shares | 3/1/2026 | A · Award | +18.26K | 0 | — | 18.26K |