Oldham Paul R 4/A

What Happened

• Paul R. Oldham, EVP and CFO of Advanced Energy Industries, had 3,189 shares withheld to satisfy tax liability tied to vesting of performance stock units. The shares were valued at $131.54 each, for a disposition value of $419,481. This was a tax-withholding disposition (transaction code F), not an open-market sale intended as a trading signal.

Key Details

• Transaction date: 2025-02-20; reported via an amended Form 4 filed 2026-03-19 correcting an earlier filing.
• Price per share: $131.54; shares withheld/disposed: 3,189; total value: $419,481.
• Shares owned after transaction: not specified in this amendment; the filing notes prior beneficial ownership reporting was underreported.
• Notable footnotes: F1 — shares withheld to pay tax liability incident to vesting of performance stock units. F2 — this amendment corrects an administrative error: the original Feb 21, 2025 Form 4 and several subsequent Forms 4 underreported the withheld shares by 1,158 shares; those filings (through Mar 3, 2026) are affected.
• Filing status: Amended Form 4 (correction of previously reported share count).

Context

• Code F transactions are routine tax-withholding actions when equity awards vest; they do not necessarily indicate insider sentiment about the stock. This filing corrects reporting accuracy so reported beneficial ownership reflects the true post-vesting position.