Transactions
19
Insider / ADVANCED ENERGY INDUSTRIES INC
Oldham Paul R
EVP, CFO at ADVANCED ENERGY INDUSTRIES INC
- Ticker
- AEIS
- First filing on record
- November 21, 2025
- Latest trade on record
- March 18, 2026
- SEC filings
- EDGAR ↗
Oldham Paul R, EVP, CFO at ADVANCED ENERGY INDUSTRIES INC, has disclosed 19 transactions in AEIS since November 21, 2025: 0 purchases (0 open-market buys) and 6 sales, worth about $12.3M at the reported prices. The latest was filed March 19, 2026, 1 day after the trade; 1 filing was late against the 2-business-day Form 4 deadline.
Open-market buys
0
Sales
6
Avg. disclosure lag
21.1d
Trading in charts
Trade timeline
When does this person trade, how big, and in which direction? Every trade in the last 12 months.
Bought (above the line)Sold (below the line)Other transaction
In the last 12 months Oldham Paul R made no purchases and 6 sales worth $4.8M, plus 12 other transactions. Dot size is the dollar amount.
Portfolio mix
Which stocks does this person trade most? Tile size is dollars traded, all time on record.
Oldham Paul R has traded 1 stock on record; the largest by dollars is AEIS.
Reporting lag
Does this person report on time? One bar per filing against the Form 4 deadline.
On timeLate
1 of 5 filings on record were reported after the Form 4 deadline (two business days, counted here as 4 calendar days).
What kind of transactions
Most Form 4 rows are pay arriving or tax being withheld, not a decision to buy or sell. Only code P is an open-market purchase and code S an open-market sale. What each code means: Form 4 transaction codes.
| Code | Meaning | Rows | Shares | Value |
|---|---|---|---|---|
| M | Option exercise or conversion | 8 | 50,282 | $5.4M |
| A | Grant or award | 4 | 27,582 | — |
| D | Sale back to the company | 2 | 18,619 | — |
| F | Shares withheld for tax | 2 | 6,984 | $1.8M |
| S | Open-market sale | 2 | 12,488 | $3.0M |
| I | Discretionary transaction | 1 | 6,324 | $2.1M |
| Year | Rows | Bought | Sold |
|---|---|---|---|
| 2026 | 14 | 0 | 4 · $2.3M |
| 2025 | 5 | 0 | 2 · $2.5M |
Transactions
| Security | Side | Trade date | Disclosed | Lag | Shares | Price | Value | Flags | Source | Share |
|---|---|---|---|---|---|---|---|---|---|---|
| AEIS | Sell S | March 18, 2026 | March 19, 2026 | 1d | 4,314 | $316 | $1.4M | 10b5-1 plan | Form 4 ↗ | |
| AEIS | Other A | March 1, 2026 | March 3, 2026 | 2d | 3,153 | — | — | derivative | Form 4 ↗ | |
| AEIS | Other A | March 1, 2026 | March 3, 2026 | 2d | 4,481 | — | — | derivative | Form 4 ↗ | |
| AEIS | Other A | March 1, 2026 | March 3, 2026 | 2d | 4,482 | — | — | derivative | Form 4 ↗ | |
| AEIS | Option / conversion M | March 1, 2026 | March 3, 2026 | 2d | 3,371 | — | — | derivative | Form 4 ↗ | |
| AEIS | Option / conversion M | March 1, 2026 | March 3, 2026 | 2d | 3,265 | — | — | derivative | Form 4 ↗ | |
| AEIS | Sell D | March 1, 2026 | March 3, 2026 | 2d | 3,153 | — | — | Form 4 ↗ | ||
| AEIS | Sell F | March 1, 2026 | March 3, 2026 | 2d | 2,902 | $336 | $974K | Form 4 ↗ | ||
| AEIS | Option / conversion M | March 1, 2026 | March 3, 2026 | 2d | 3,371 | — | — | Form 4 ↗ | ||
| AEIS | Option / conversion M | March 1, 2026 | March 3, 2026 | 2d | 3,265 | — | — | Form 4 ↗ | ||
| AEIS | Other I | February 25, 2026 | February 27, 2026 | 2d | 6,324 | $339 | $2.1M | derivative | Form 4 ↗ | |
| AEIS | Other A | February 18, 2026 | February 20, 2026 | 2d | 15,466 | — | — | derivative | Form 4 ↗ | |
| AEIS | Option / conversion M | February 20, 2025 | February 20, 2026 | 365d | 9,460 | — | — | latederivative | Form 4 ↗ | |
| AEIS | Sell D | February 18, 2026 | February 20, 2026 | 2d | 15,466 | — | — | Form 4 ↗ | ||
| AEIS | Option / conversion M | February 18, 2026 | February 20, 2026 | 2d | 15,466 | $314 | $4.9M | Form 4 ↗ | ||
| AEIS | Option / conversion M | November 19, 2025 | November 21, 2025 | 2d | 6,042 | — | — | 10b5-1 planderivative | Form 4 ↗ | |
| AEIS | Sell S | November 19, 2025 | November 21, 2025 | 2d | 8,174 | $203 | $1.7M | 10b5-1 plan | Form 4 ↗ | |
| AEIS | Sell F | November 19, 2025 | November 21, 2025 | 2d | 4,082 | $203 | $829K | 10b5-1 plan | Form 4 ↗ | |
| AEIS | Option / conversion M | November 19, 2025 | November 21, 2025 | 2d | 6,042 | $86 | $519K | 10b5-1 plan | Form 4 ↗ |
Filings
| Filed | Form | Accession | Rows | Status | Source |
|---|---|---|---|---|---|
| March 19, 2026 | Form 4 | 0001421764-26-000004 | 1 | published | EDGAR ↗ |
| March 3, 2026 | Form 4 | 0001421764-26-000002 | 9 | published | EDGAR ↗ |
| February 27, 2026 | Form 4 | 0001193125-26-083560 | 1 | published | EDGAR ↗ |
| February 20, 2026 | Form 4 | 0001193125-26-061756 | 4 | published | EDGAR ↗ |
| November 21, 2025 | Form 4 | 0001193125-25-291217 | 4 | published | EDGAR ↗ |
Other insiders at ADVANCED ENERGY INDUSTRIES INC
- Acebedo Eduardo Bernal EVP and COO 28 rows
- Kelley Stephen Douglas President and CEO 23 rows
- Vonne Elizabeth Karpinski EVP, General Counsel 20 rows
- DelSanto Anne Director 13 rows
- Donaghey John EVP, Global Sales 12 rows
- COLPITTS BERNARD RAYMOND JR SVP, Chief Accounting Officer 10 rows
- Roush John A Director 10 rows
- Minnix Lanesha EVP and General Counsel 5 rows
- Shirley Brian Director 5 rows
- BEARD GRANT H Director 4 rows
Everyone on file, with contracts and lobbying under the company's name: ADVANCED ENERGY INDUSTRIES INC.
Guides for this page
- What is SEC Form 4? Who files: officers, directors and owners of more than 10% of a class of the company's shares.
- Form 4 transaction codes P = purchase. S = sale. These are the two market trades.
- Insider buying vs insider selling Selling outweighs buying by a wide margin in normal times.
- Rule 10b5-1 trading plans The plan must be set up when the insider has no important non-public information.
- Options and derivatives on Form 4 Table I = shares. Table II = options and other derivatives.
Sources and method
| Source | Filings | Rows | First filed | Newest filed | Read the originals |
|---|---|---|---|---|---|
| SEC EDGAR, Form 4 | 5 | 19 | November 21, 2025 | March 19, 2026 | Form 4 list on EDGAR |
Site built October 22, 2026. Every row in the tables above links to its own filing. To quote a figure, use the Cite button at the top of the page; see how to cite and reuse.
Every row comes from the reporting owner's Form 4 as filed with the SEC (EDGAR ownership XML), read daily. "Value" is shares × the reported price; code P is an open-market purchase, S a sale, M an option exercise, A a grant. The lag is the filing date minus the trade date; Form 4 is due within two business days. Amendments (4/A) are not merged. Details on the methodology page; report an error on corrections.
Not investment advice. Figures are public disclosures shown as filed; they may lag the trade and may be amended later. No recommendation is made or implied.