OLDHAM PAUL R (EVP, CFO) 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
+3.27K
Price / share
—
Trade value
—
% of position
Common Stock
Shares
+3.37K
Price / share
—
Trade value
—
% of position
Common Stock
Shares
−2.90K
Price / share
$335.57
Trade value
$973.82K
% of position
Common Stock
Shares
−3.15K
Price / share
—
Trade value
—
% of position
Net shares
+581.00
Net value
-$973.82K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 3/1/2026 | M · Option Exercise | +3.27K | — | — | 13.2% | 24.79K | 28.06K |
| Common Stock Direct | 3/1/2026 | M · Option Exercise | +3.37K | — | — | 12.0% | 28.06K | 31.43K |
| Common Stock Direct | 3/1/2026 | F · Tax Withholding | −2.90K | $335.57 | $973.82K | 9.2% | 31.43K | 28.53K |
| Common Stock Direct | 3/1/2026 | D · Disposition | −3.15K | — | — | 11.1% | 28.53K | 25.37K |
| Total | +581.00 | -$973.82K | ||||||
Restricted Stock Units
Common Stock
3.27K shares
Shares
−3.27K
Strike price
Held after
3.27K
Exercisable
—
Restricted Stock Units
Common Stock
3.37K shares
Shares
−3.37K
Strike price
Held after
6.74K
Exercisable
—
Restricted Stock Units
Common Stock
4.48K shares
Shares
+4.48K
Strike price
0
Held after
4.48K
Exercisable
—
Performance Units
Common Stock
4.48K shares
Shares
+4.48K
Strike price
0
Held after
4.48K
Exercisable
—
Phantom Stock
Common Stock
3.15K shares
Shares
+3.15K
Strike price
Held after
18.63K
Exercisable
—
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Restricted Stock Units Direct | Common Stock3.27K shares | 3/1/2026 | M · Option Exercise | −3.27K | — | 3.27K | |
| Restricted Stock Units Direct | Common Stock3.37K shares | 3/1/2026 | M · Option Exercise | −3.37K | — | 6.74K | |
| Restricted Stock Units Direct | Common Stock4.48K shares | 3/1/2026 | A · Award | +4.48K | 0 | — | 4.48K |
| Performance Units Direct | Common Stock4.48K shares | 3/1/2026 | A · Award | +4.48K | 0 | — | 4.48K |
| Phantom Stock Direct | Common Stock3.15K shares | 3/1/2026 | A · Award | +3.15K | — | 18.63K |