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Nasdaq · USD

AEIS

ADVANCED ENERGY INDUSTRIES INC

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Tapewire entity
3497
SEC CIK
0000927003
Parsed reports
358

Last 12 months

Inside the activity.

0 purchase rows · 61 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202503
Dec 202502
Jan 202601
Feb 202604
Mar 2026024
Apr 202602
May 202600
Jun 202601
Jul 202600
Aug 2026021
Sep 202602
Oct 202601

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
December 04, 2025 Filed Dec 5, 2025 19:26 UTC SaleCommon Stock 2,257 $210.33 $474,714.81
Disclosure

SEC source: 0001193125-25-309399 · ownership.xml · nonDerivative · entry 1

Donikowski Tina · CIK 0001700872 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,248

F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 4, 2025.

Read SEC document
November 19, 2025 Filed Nov 21, 2025 20:03 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 6,042 $0.00 Strike: $85.97 $0.00
Disclosure

SEC source: 0001193125-25-291217 · ownership.xml · derivative · entry 4

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,042 shares

Expires 2032-03-16

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The reported exercise of options and sales were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 20, 2025.

Read SEC document
November 19, 2025 Filed Nov 21, 2025 20:03 UTC SaleCommon Stock 8,174 $203.11 $1,660,221.14
Disclosure

SEC source: 0001193125-25-291217 · ownership.xml · nonDerivative · entry 3

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 24,792

F1 · kind: The reported exercise of options and sales were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 20, 2025.

F3 · price: Represents the weighted average sale price. These shares were sold in multiple transactions at prices ranging from $203.07 to $203.14, inclusive. The reporting person undertakes to provide to the Company, any securityholder of the Company or SEC staff, upon request, full information regarding the number of shares sold at each price within the range specified herein.

F4 · balance_after: Represents 3,153 shares of unvested restricted stock units and 21,639 shares of common stock.

Read SEC document
November 19, 2025 Filed Nov 21, 2025 20:03 UTC Tax withholdingCommon Stock 4,082 $203.07 $828,931.74
Disclosure

SEC source: 0001193125-25-291217 · ownership.xml · nonDerivative · entry 2

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 32,966

F2 · shares: Payment of tax liability and option exercise price by withholding securities incident to options exercised and same-day-sale.

Read SEC document
November 19, 2025 Filed Nov 21, 2025 20:03 UTC Exercise / conversionCommon Stock 6,042 $85.97 $519,430.74
Disclosure

SEC source: 0001193125-25-291217 · ownership.xml · nonDerivative · entry 1

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 37,048

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The reported exercise of options and sales were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 20, 2025.

Read SEC document
November 18, 2025 Filed Nov 20, 2025 18:46 UTC
COLPITTS BERNARD RAYMOND JRSVP, Chief Accounting Officer
SaleCommon Stock 2,407 $196.82 $473,745.74
Disclosure

SEC source: 0001193125-25-289381 · ownership.xml · nonDerivative · entry 1

COLPITTS BERNARD RAYMOND JR · CIK 0001699662 · SVP, Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,647

F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 19, 2025.

F2 · balance_after: Represents 1,647 shares of unvested restricted stock units.

Read SEC document
November 17, 2025 Filed Nov 18, 2025 17:29 UTC SaleCommon Stock 240 $200.27 $48,064.80
Disclosure

SEC source: 0001193125-25-285699 · ownership.xml · nonDerivative · entry 1

DelSanto Anne · CIK 0001770310 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By The Delsanto Family Trust

Disclosed balance after: 7,374

F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2025.

F2 · ownership.nature: Shares held by The Delsanto Family Trust, for which the reporting person serves as a trustee.

Read SEC document
November 10, 2025 Filed Nov 12, 2025 20:55 UTC
COLPITTS BERNARD RAYMOND JRSVP, Chief Accounting Officer
Tax withholdingCommon Stock 720 $216.73 $156,045.60
Disclosure

SEC source: 0001193125-25-277441 · ownership.xml · nonDerivative · entry 1

COLPITTS BERNARD RAYMOND JR · CIK 0001699662 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,054

F1 · shares: Payment of tax liability by withholding securities incident to vesting of restricted stock units.

F2 · balance_after: Represents 1,647 shares of unvested restricted stock units and 2,407 shares of common stock.

Read SEC document
October 15, 2025 Filed Oct 17, 2025 18:25 UTC SaleCommon Stock 240 $186.99 $44,877.60
Disclosure

SEC source: 0001193125-25-242325 · ownership.xml · nonDerivative · entry 1

DelSanto Anne · CIK 0001770310 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By The Delsanto Family Trust

Disclosed balance after: 7,614

F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2025.

F2 · ownership.nature: Shares held by The Delsanto Family Trust, for which the reporting person serves as a trustee.

Read SEC document
September 15, 2025 Filed Sep 16, 2025 17:58 UTC SaleCommon Stock 240 $157.25 $37,740.00
Disclosure

SEC source: 0001193125-25-204786 · ownership.xml · nonDerivative · entry 1

DelSanto Anne · CIK 0001770310 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By The Delsanto Family Trust

Disclosed balance after: 7,854

F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2025.

F2 · ownership.nature: Shares held by The Delsanto Family Trust, for which the reporting person serves as a trustee.

Read SEC document
August 15, 2025 Filed Aug 19, 2025 20:33 UTC SaleCommon Stock 240 $160.42 $38,500.80
Disclosure

SEC source: 0000950170-25-110138 · ownership.xml · nonDerivative · entry 1

DelSanto Anne · CIK 0001770310 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By The Delsanto Family Trust

Disclosed balance after: 8,094

F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2025.

F2 · ownership.nature: Shares held by The Delsanto Family Trust, for which the reporting person serves as a trustee.

Read SEC document
August 13, 2025 Filed Aug 14, 2025 21:33 UTC
Donaghey JohnEVP, Global Sales
SaleCommon Stock 1,000 $160.73 $160,730.00
Disclosure

SEC source: 0000950170-25-109092 · ownership.xml · nonDerivative · entry 1

Donaghey John · CIK 0001940410 · EVP, Global Sales

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,029

F1 · balance_after: Represents 2,627 shares of unvested restricted stock units and 7,402 shares of common stock.

Read SEC document
July 15, 2025 Filed Jul 16, 2025 20:59 UTC SaleCommon Stock 240 $143.27 $34,384.80
Disclosure

SEC source: 0000950170-25-096308 · ownership.xml · nonDerivative · entry 1

DelSanto Anne · CIK 0001770310 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By The Delsanto Family Trust

Disclosed balance after: 8,334

F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2025.

F2 · ownership.nature: Shares held by The Delsanto Family Trust, for which the reporting person serves as a trustee.

Read SEC document
July 09, 2025 Filed Jul 9, 2025 21:13 UTC
Donaghey JohnEVP, Global Sales
SaleCommon Stock 2,000 $140.00 $280,000.00
Disclosure

SEC source: 0000950170-25-094848 · ownership.xml · nonDerivative · entry 1

Donaghey John · CIK 0001940410 · EVP, Global Sales

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,029

F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 11, 2025.

F2 · balance_after: Represents 2,627 shares of unvested restricted stock units and 8,402 shares of common stock.

Read SEC document
June 20, 2025 Filed Jun 24, 2025 21:26 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 6,042 $0.00 Strike: $85.97 $0.00
Disclosure

SEC source: 0000950170-25-089559 · ownership.xml · derivative · entry 4

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 6,042

Underlying: Common Stock · 6,042 shares

Expires 2033-03-16

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The reported exercise of options and sale were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 27, 2024.

Read SEC document
June 20, 2025 Filed Jun 24, 2025 21:26 UTC SaleCommon Stock 1,173 $131.29 $154,003.17
Disclosure

SEC source: 0000950170-25-089559 · ownership.xml · nonDerivative · entry 3

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 31,006

F1 · kind: The reported exercise of options and sale were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 27, 2024.

F3 · balance_after: Represents 3,153 shares of unvested restricted stock units and 27,853 shares of common stock.

Read SEC document
June 20, 2025 Filed Jun 24, 2025 21:26 UTC Tax withholdingCommon Stock 4,869 $131.29 $639,251.01
Disclosure

SEC source: 0000950170-25-089559 · ownership.xml · nonDerivative · entry 2

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 32,179

F2 · shares: Payment of tax liability and option exercise price by withholding securities incident to options exercised and same-day-sale.

Read SEC document
June 20, 2025 Filed Jun 24, 2025 21:26 UTC Exercise / conversionCommon Stock 6,042 $85.97 $519,430.74
Disclosure

SEC source: 0000950170-25-089559 · ownership.xml · nonDerivative · entry 1

Oldham Paul R · CIK 0001421764 · EVP, CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 37,048

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The reported exercise of options and sale were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 27, 2024.

Read SEC document
June 16, 2025 Filed Jun 18, 2025 19:17 UTC SaleCommon Stock 240 $124.39 $29,853.60
Disclosure

SEC source: 0000950170-25-087861 · ownership.xml · nonDerivative · entry 1

DelSanto Anne · CIK 0001770310 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · By The Delsanto Family Trust

Disclosed balance after: 8,574

F1 · kind: The reported sale was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 13, 2025.

F2 · ownership.nature: Shares held by The Delsanto Family Trust, for which the reporting person serves as a trustee.

Read SEC document
May 03, 2025 Filed May 6, 2025 23:27 UTC Exercise / conversionRestricted Stock Units · Derivative 2,093 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-064791 · ownership.xml · derivative · entry 3

BALL FREDERICK · CIK 0001175993 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,093 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: On May 3, 2024, the reporting person was granted 2,093 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units covert to common stock on a one-for-one basis.

F4 · derivative.exercise_date: Restricted stock units are not exercisable and do not have an expiration date.

F4 · derivative.expiration_date: Restricted stock units are not exercisable and do not have an expiration date.

Read SEC document
May 03, 2025 Filed May 6, 2025 23:27 UTC Exercise / conversionCommon Stock 2,093 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-064791 · ownership.xml · nonDerivative · entry 1

BALL FREDERICK · CIK 0001175993 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By 1998 Ball Family Trust

Disclosed balance after: 41,507

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: On May 3, 2024, the reporting person was granted 2,093 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units covert to common stock on a one-for-one basis.

F2 · balance_after: Of this total amount of 41,507 shares: (A) 2,093 shares were issued and are held directly by the reporting person, and the reporting person has instructions in place to transfer the 2,093 shares to the 1998 Ball Family Trust; and (B) 39,414 shares are held indirectly by the 1998 Ball Family Trust.

Read SEC document
May 03, 2025 Filed May 6, 2025 23:24 UTC
David ReedDirector
Exercise / conversionRestricted Stock Units · Derivative 2,093 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-064788 · ownership.xml · derivative · entry 3

David Reed · CIK 0001561621 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,093 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: On May 3, 2024, the reporting person was granted 2,093 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: Restricted stock units are not exercisable and do not have an expiration date.

F3 · derivative.expiration_date: Restricted stock units are not exercisable and do not have an expiration date.

Read SEC document
May 03, 2025 Filed May 6, 2025 23:24 UTC
David ReedDirector
Exercise / conversionCommon Stock 2,093 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-064788 · ownership.xml · nonDerivative · entry 1

David Reed · CIK 0001561621 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,583

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: On May 3, 2024, the reporting person was granted 2,093 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
May 03, 2025 Filed May 6, 2025 23:22 UTC
Roush John ADirector
Exercise / conversionRestricted Stock Units · Derivative 2,093 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-064785 · ownership.xml · derivative · entry 3

Roush John A · CIK 0001308225 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,093 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: On May 3, 2024, the reporting person was granted 2,093 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: Restricted stock units are not exercisable and do not have an expiration date.

F3 · derivative.expiration_date: Restricted stock units are not exercisable and do not have an expiration date.

Read SEC document
May 03, 2025 Filed May 6, 2025 23:22 UTC
Roush John ADirector
Exercise / conversionCommon Stock 2,093 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-064785 · ownership.xml · nonDerivative · entry 1

Roush John A · CIK 0001308225 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,818

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: On May 3, 2024, the reporting person was granted 2,093 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
May 03, 2025 Filed May 6, 2025 23:20 UTC Exercise / conversionRestricted Stock Units · Derivative 2,093 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-064783 · ownership.xml · derivative · entry 3

Shirley Brian · CIK 0001353179 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,093 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: On May 3, 2024, the reporting person was granted 2,093 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units covert to common stock on a one-for-one basis.

F4 · derivative.exercise_date: Restricted stock units are not exercisable and do not have an expiration date.

F4 · derivative.expiration_date: Restricted stock units are not exercisable and do not have an expiration date.

Read SEC document
May 03, 2025 Filed May 6, 2025 23:20 UTC Exercise / conversionCommon Stock 2,093 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-064783 · ownership.xml · nonDerivative · entry 1

Shirley Brian · CIK 0001353179 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By The Shirley Family Trust

Disclosed balance after: 6,818

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: On May 3, 2024, the reporting person was granted 2,093 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units covert to common stock on a one-for-one basis.

F2 · balance_after: Of this total amount of 6,818 shares: (A) 2,093 shares were issued and are held directly by the reporting person, and the reporting person has instructions in place to transfer the 2,093 shares to The Shirley Family Trust; and (B) 4,725 shares are held indirectly by The Shirley Family Trust, for which the reporting person and his spouse serve as trustees and are beneficiaries.

Read SEC document
May 03, 2025 Filed May 6, 2025 23:18 UTC Exercise / conversionRestricted Stock Units · Derivative 2,093 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-064781 · ownership.xml · derivative · entry 3

DelSanto Anne · CIK 0001770310 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,093 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: On May 3, 2024, the reporting person was granted 2,093 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units covert to common stock on a one-for-one basis.

F4 · derivative.exercise_date: Restricted stock units are not exercisable and do not have an expiration date.

F4 · derivative.expiration_date: Restricted stock units are not exercisable and do not have an expiration date.

Read SEC document
May 03, 2025 Filed May 6, 2025 23:18 UTC Exercise / conversionCommon Stock 2,093 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-064781 · ownership.xml · nonDerivative · entry 1

DelSanto Anne · CIK 0001770310 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By The Delsanto Family Trust

Disclosed balance after: 8,814

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: On May 3, 2024, the reporting person was granted 2,093 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units covert to common stock on a one-for-one basis.

F2 · balance_after: Of this total amount of 8,814 shares: (A) 2,093 shares were issued and are held directly by the reporting person, and the reporting person has instructions in place to transfer the 2,093 shares to The Delsanto Family Trust; and (B) 6,721 shares are held indirectly by The Delsanto Family Trust, for which the reporting person serves as a trustee.

Read SEC document
May 03, 2025 Filed May 6, 2025 23:15 UTC Exercise / conversionRestricted Stock Units · Derivative 2,093 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-064776 · ownership.xml · derivative · entry 3

Donikowski Tina · CIK 0001700872 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,093 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: On May 3, 2024, the reporting person was granted 2,093 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: Restricted stock units are not exercisable and do not have an expiration date.

F3 · derivative.expiration_date: Restricted stock units are not exercisable and do not have an expiration date.

Read SEC document
May 03, 2025 Filed May 6, 2025 23:15 UTC Exercise / conversionCommon Stock 2,093 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-064776 · ownership.xml · nonDerivative · entry 1

Donikowski Tina · CIK 0001700872 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,505

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: On May 3, 2024, the reporting person was granted 2,093 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
May 03, 2025 Filed May 6, 2025 23:14 UTC Exercise / conversionRestricted Stock Units · Derivative 2,093 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-064774 · ownership.xml · derivative · entry 5

FOSTER RONALD C · CIK 0001222896 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,093 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: On May 3, 2024, the reporting person was granted 2,093 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis.

F5 · derivative.exercise_date: Restricted stock units are not exercisable and do not have an expiration date.

F5 · derivative.expiration_date: Restricted stock units are not exercisable and do not have an expiration date.

Read SEC document
May 03, 2025 Filed May 6, 2025 23:14 UTC Exercise / conversionCommon Stock 2,093 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-064774 · ownership.xml · nonDerivative · entry 1

FOSTER RONALD C · CIK 0001222896 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,350

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: On May 3, 2024, the reporting person was granted 2,093 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
May 03, 2025 Filed May 6, 2025 23:11 UTC Exercise / conversionRestricted Stock Units · Derivative 2,093 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-064772 · ownership.xml · derivative · entry 3

Minnix Lanesha · CIK 0001708662 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,093 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: On May 3, 2024, the reporting person was granted 2,093 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: Restricted stock units are not exercisable and do not have an expiration date.

F3 · derivative.expiration_date: Restricted stock units are not exercisable and do not have an expiration date.

Read SEC document
May 03, 2025 Filed May 6, 2025 23:11 UTC Exercise / conversionCommon Stock 2,093 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-064772 · ownership.xml · nonDerivative · entry 1

Minnix Lanesha · CIK 0001708662 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,585

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: On May 3, 2024, the reporting person was granted 2,093 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
May 03, 2025 Filed May 6, 2025 23:09 UTC Exercise / conversionRestricted Stock Units · Derivative 157 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-064770 · ownership.xml · derivative · entry 6

BEARD GRANT H · CIK 0001173731 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 157 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: In April 2024, the compensation committee approved an increase in the annual equity grant of restricted stock units to Mr. Beard for services as chair of the board from $50,000 to $65,000, effective with the May 3, 2024 grant; however, Mr. Beard only received $50,000 of restricted stock units. To true-up his 2024 grant, the compensation committee approved a grant on May 2, 2025, of 157 restricted stock units, which vested one day following the date of grant (the vesting date for the May 2024 awards). Restricted stock units convert to common stock on a one-for-one basis.

F5 · derivative.exercise_date: Restricted stock units are not exercisable and do not have an expiration date.

F5 · derivative.expiration_date: Restricted stock units are not exercisable and do not have an expiration date.

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May 03, 2025 Filed May 6, 2025 23:09 UTC Exercise / conversionRestricted Stock Units · Derivative 2,616 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-064770 · ownership.xml · derivative · entry 5

BEARD GRANT H · CIK 0001173731 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,616 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F6 · derivative.exercise_price: On May 3, 2024, the reporting person was granted 2,616 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units covert to common stock on a one-for-one basis.

F5 · derivative.exercise_date: Restricted stock units are not exercisable and do not have an expiration date.

F5 · derivative.expiration_date: Restricted stock units are not exercisable and do not have an expiration date.

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May 03, 2025 Filed May 6, 2025 23:09 UTC Exercise / conversionCommon Stock 157 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-064770 · ownership.xml · nonDerivative · entry 2

BEARD GRANT H · CIK 0001173731 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,120

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · price: In April 2024, the compensation committee approved an increase in the annual equity grant of restricted stock units to Mr. Beard for services as chair of the board from $50,000 to $65,000, effective with the May 3, 2024 grant; however, Mr. Beard only received $50,000 of restricted stock units. To true-up his 2024 grant, the compensation committee approved a grant on May 2, 2025, of 157 restricted stock units, which vested one day following the date of grant (the vesting date for the May 2024 awards). Restricted stock units convert to common stock on a one-for-one basis.

F3 · balance_after: Amount includes 197 shares acquired through the dividend reinvestment plan since the reporting person's last Form 4.

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May 03, 2025 Filed May 6, 2025 23:09 UTC Exercise / conversionCommon Stock 2,616 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-064770 · ownership.xml · nonDerivative · entry 1

BEARD GRANT H · CIK 0001173731 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 65,766

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: On May 3, 2024, the reporting person was granted 2,616 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis.

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May 02, 2025 Filed May 6, 2025 23:27 UTC GrantRestricted Stock Units · Derivative 2,313 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-064791 · ownership.xml · derivative · entry 2

BALL FREDERICK · CIK 0001175993 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,313

Underlying: Common Stock · 2,313 shares

Expires not disclosed

F3 · derivative.exercise_price: Represents an annual grant of restricted stock units to the reporting person on May 2, 2025 as the equity portion of the non-employee directors' retainer for Board services under the 2023 Amended and Restated Omnibus Incentive Plan. The restricted stock units vest on the one-year anniversary of the grant date contingent upon the reporting person's continued service as director upon such date.

F4 · derivative.exercise_date: Restricted stock units are not exercisable and do not have an expiration date.

F4 · derivative.expiration_date: Restricted stock units are not exercisable and do not have an expiration date.

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May 02, 2025 Filed May 6, 2025 23:24 UTC
David ReedDirector
GrantRestricted Stock Units · Derivative 2,313 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-064788 · ownership.xml · derivative · entry 2

David Reed · CIK 0001561621 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,313

Underlying: Common Stock · 2,313 shares

Expires not disclosed

F2 · derivative.exercise_price: Represents an annual grant of restricted stock units to the reporting person on May 2, 2025 as the equity portion of the non-employee directors' retainer for Board services under the 2023 Amended and Restated Omnibus Incentive Plan. The restricted stock units vest on the one-year anniversary of the grant date contingent upon the reporting person's continued service as director upon such date.

F3 · derivative.exercise_date: Restricted stock units are not exercisable and do not have an expiration date.

F3 · derivative.expiration_date: Restricted stock units are not exercisable and do not have an expiration date.

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May 02, 2025 Filed May 6, 2025 23:22 UTC
Roush John ADirector
GrantRestricted Stock Units · Derivative 2,313 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-064785 · ownership.xml · derivative · entry 2

Roush John A · CIK 0001308225 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,313

Underlying: Common Stock · 2,313 shares

Expires not disclosed

F2 · derivative.exercise_price: Represents an annual grant of restricted stock units to the reporting person on May 2, 2025 as the equity portion of the non-employee directors' retainer for Board services under the 2023 Amended and Restated Omnibus Incentive Plan. The restricted stock units vest on the one-year anniversary of the grant date contingent upon the reporting person's continued service as director upon such date.

F3 · derivative.exercise_date: Restricted stock units are not exercisable and do not have an expiration date.

F3 · derivative.expiration_date: Restricted stock units are not exercisable and do not have an expiration date.

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May 02, 2025 Filed May 6, 2025 23:20 UTC GrantRestricted Stock Units · Derivative 2,313 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-064783 · ownership.xml · derivative · entry 2

Shirley Brian · CIK 0001353179 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,313

Underlying: Common Stock · 2,313 shares

Expires not disclosed

F3 · derivative.exercise_price: Represents an annual grant of restricted stock units to the reporting person on May 2, 2025 as the equity portion of the non-employee directors' retainer for Board services under the 2023 Amended and Restated Omnibus Incentive Plan. The restricted stock units vest on the one-year anniversary of the grant date contingent upon the reporting person's continued service as director upon such date.

F4 · derivative.exercise_date: Restricted stock units are not exercisable and do not have an expiration date.

F4 · derivative.expiration_date: Restricted stock units are not exercisable and do not have an expiration date.

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May 02, 2025 Filed May 6, 2025 23:18 UTC GrantRestricted Stock Units · Derivative 2,313 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-064781 · ownership.xml · derivative · entry 2

DelSanto Anne · CIK 0001770310 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,313

Underlying: Common Stock · 2,313 shares

Expires not disclosed

F3 · derivative.exercise_price: Represents an annual grant of restricted stock units to the reporting person on May 2, 2025 as the equity portion of the non-employee directors' retainer for Board services under the 2023 Amended and Restated Omnibus Incentive Plan. The restricted stock units vest on the one-year anniversary of the grant date contingent upon the reporting person's continued service as director upon such date.

F4 · derivative.exercise_date: Restricted stock units are not exercisable and do not have an expiration date.

F4 · derivative.expiration_date: Restricted stock units are not exercisable and do not have an expiration date.

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May 02, 2025 Filed May 6, 2025 23:15 UTC GrantRestricted Stock Units · Derivative 2,313 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-064776 · ownership.xml · derivative · entry 2

Donikowski Tina · CIK 0001700872 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,313

Underlying: Common Stock · 2,313 shares

Expires not disclosed

F2 · derivative.exercise_price: Represents an annual grant of restricted stock units to the reporting person on May 2, 2025 as the equity portion of the non-employee directors' retainer for Board services under the 2023 Amended and Restated Omnibus Incentive Plan. The restricted stock units vest on the one-year anniversary of the grant date contingent upon the reporting person's continued service as director upon such date.

F3 · derivative.exercise_date: Restricted stock units are not exercisable and do not have an expiration date.

F3 · derivative.expiration_date: Restricted stock units are not exercisable and do not have an expiration date.

Read SEC document
May 02, 2025 Filed May 6, 2025 23:14 UTC GrantRestricted Stock Units · Derivative 2,313 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-064774 · ownership.xml · derivative · entry 4

FOSTER RONALD C · CIK 0001222896 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,313

Underlying: Common Stock · 2,313 shares

Expires not disclosed

F4 · derivative.exercise_price: Represents an annual grant of restricted stock units to the reporting person on May 2, 2025 as the equity portion of the non-employee directors' retainer for Board services under the 2023 Amended and Restated Omnibus Incentive Plan. The restricted stock units vest on the one-year anniversary of the grant date contingent upon the reporting person's continued service as director upon such date.

F5 · derivative.exercise_date: Restricted stock units are not exercisable and do not have an expiration date.

F5 · derivative.expiration_date: Restricted stock units are not exercisable and do not have an expiration date.

Read SEC document
May 02, 2025 Filed May 6, 2025 23:11 UTC GrantRestricted Stock Units · Derivative 2,313 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-064772 · ownership.xml · derivative · entry 2

Minnix Lanesha · CIK 0001708662 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,313

Underlying: Common Stock · 2,313 shares

Expires not disclosed

F2 · derivative.exercise_price: Represents an annual grant of restricted stock units to the reporting person on May 2, 2025 as the equity portion of the non-employee directors' retainer for Board services under the 2023 Amended and Restated Omnibus Incentive Plan. The restricted stock units vest on the one-year anniversary of the grant date contingent upon the reporting person's continued service as director upon such date.

F3 · derivative.exercise_date: Restricted stock units are not exercisable and do not have an expiration date.

F3 · derivative.expiration_date: Restricted stock units are not exercisable and do not have an expiration date.

Read SEC document
May 02, 2025 Filed May 6, 2025 23:09 UTC GrantRestricted Stock Units · Derivative 157 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-064770 · ownership.xml · derivative · entry 4

BEARD GRANT H · CIK 0001173731 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 157

Underlying: Common Stock · 157 shares

Expires not disclosed

F2 · derivative.exercise_price: In April 2024, the compensation committee approved an increase in the annual equity grant of restricted stock units to Mr. Beard for services as chair of the board from $50,000 to $65,000, effective with the May 3, 2024 grant; however, Mr. Beard only received $50,000 of restricted stock units. To true-up his 2024 grant, the compensation committee approved a grant on May 2, 2025, of 157 restricted stock units, which vested one day following the date of grant (the vesting date for the May 2024 awards). Restricted stock units convert to common stock on a one-for-one basis.

F5 · derivative.exercise_date: Restricted stock units are not exercisable and do not have an expiration date.

F5 · derivative.expiration_date: Restricted stock units are not exercisable and do not have an expiration date.

Read SEC document
May 02, 2025 Filed May 6, 2025 23:09 UTC GrantRestricted Stock Units · Derivative 3,029 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-064770 · ownership.xml · derivative · entry 3

BEARD GRANT H · CIK 0001173731 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,029

Underlying: Common Stock · 3,029 shares

Expires not disclosed

F4 · derivative.exercise_price: Represents an annual grant of restricted stock units to the reporting person on May 2, 2025 as the equity portion of the non-employee directors' retainer for Board services under the 2023 Amended and Restated Omnibus Incentive Plan. The restricted stock units vest on the one-year anniversary of the grant date contingent upon the reporting person's continued service as director upon such date.

F5 · derivative.exercise_date: Restricted stock units are not exercisable and do not have an expiration date.

F5 · derivative.expiration_date: Restricted stock units are not exercisable and do not have an expiration date.

Read SEC document
May 02, 2025 Filed May 6, 2026 00:35 UTC
David ReedDirector
Exercise / conversionRestricted Stock Units · Derivative 2,313 $0.00 $0.00
Disclosure

SEC source: 0001561621-26-000002 · ownership.xml · derivative · entry 2

David Reed · CIK 0001561621 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,313 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: On May 2, 2025, the reporting person was granted 2,313 restricted stock units, which vested on the one-year anniversary of the grant date. Restricted stock units convert into common stock on a one-for-one basis.

F2 · derivative.exercise_date: Restricted stock units are not exercisable and do not have an expiration date.

F2 · derivative.expiration_date: Restricted stock units are not exercisable and do not have an expiration date.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.