Oldham Paul R 4

What Happened
Paul R. Oldham, EVP and CFO of Advanced Energy Industries, disposed of 6,324.114 shares of phantom stock (a deferred-compensation derivative) on Feb 25, 2026. The filing values the disposition at $338.51 per share, totaling approximately $2,140,776. This was a transfer within the company’s deferred compensation plan rather than an open-market sale.

Key Details

• Transaction date: 2026-02-25; Report filed: 2026-02-27 (filed within the standard 2‑business‑day window).
• Securities: 6,324.114 shares of phantom stock disposed (derivative). Price listed: $338.51 per share; total value ≈ $2,140,776.
• Transaction type: Dispositive derivative transaction (reported as discretionary; footnote indicates a transfer into alternative investments within the Plan).
• Shares owned after transaction: Not specified in the provided filing excerpt.
• Footnotes of note:
  • F1: Phantom stock represents a right to receive one share of common stock or cash value; payable per the Plan or upon termination/death/disability.
  • F2: The transaction reflects transferring phantom shares into alternative investments within the Company’s deferred compensation plan.
  • F3: Phantom shares may include dividend reinvestment under the Plan.

Context
This was an internal reallocation of deferred-compensation (phantom) shares, not an open-market sale of company stock. Such transfers are typically administrative or plan-election driven and do not necessarily indicate a change in the insider’s view of the company.