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AEISAdvanced Energy Industries Inc · Insider ownership research

Advanced Energy Industries Inc insiders sold $34.5M in the past 12 months. How much of their stake is that?

99% was sold under disclosed trading plans, 1% with no plan disclosed. The largest seller, Stephen Kelley (President and CEO, Director), sold $15.8M.Share-of-stake figures for this company are being verified and will be added when that check is finished. Why

Updated Oct 16, 2026 from SEC filings · covers Oct 17, 2025 to Oct 16, 2026
$317K
sold with no plan disclosed, past 12 months
99%
of sales were under disclosed trading plans, past 12 months
10 of 15
officers and directors sold shares, past 12 months
Is this normal? More than usual: $34.5M sold, after almost none in the past 5 years. 10 insiders sold; the average is 4 a year. Year by year
Latest filing: Filed Oct 7 for a sale on Oct 5. Anne DelSanto sold 270 shares ($82K) under a disclosed plan. Filing
SEC ownership filings: 58 filed in the 12 months to Oct 16, 2026; 1,179 on record since Jul 24, 2003 · See the evidence

Price note. One filing reports a price of $13,002.00, about 920 times the same filer's other prices that week; it appears to be a decimal error for about $13.00, so we've excluded it from totals. Filing

What stands out

Routine activity: 99% of sales were under disclosed plans, and no insider sold more than 1% of vested holdings.

A share of stake is shown for 0 of the 10 officers and directors who sold. 15 are left out

i
Left out: Stephen Kelley, Grant Beard, Frederick Ball, Ronald Foster, Paul Oldham, John Roush, Eduardo Acebedo, John Donaghey, Elizabeth Vonne, Anne DelSanto, Tina Donikowski, Brian Shirley, Bernard Colpitts Jr., Reed David and Lanesha Minnix (share of stake is being verified).
Disclosed company stock is not an insider's whole wealth.

Who sold, and how much of their stake

Officers and directors, past 12 months. Their share of stake is being verified and is not shown yet; amounts and trading plans are below.

Stephen Kelley
President and CEO, Director
Not confirmed
Share of stake not shown: share of stake is being verified. Why
$15.8MDisclosed plan
Eduardo Acebedo
EVP and COO
Not confirmed
Share of stake not shown: share of stake is being verified. Why
$7.8MDisclosed plan
John Roush
Director
Not confirmed
Share of stake not shown: share of stake is being verified. Why
$3.3MDisclosed plan
Paul Oldham
EVP, CFO
Not confirmed
Share of stake not shown: share of stake is being verified. Why
$3.0MDisclosed plan
Elizabeth Vonne
EVP, General Counsel
Not confirmed
Share of stake not shown: share of stake is being verified. Why
$1.4MDisclosed plan
All 10 sellers

Selling by month

Officers and directors, Oct 2025 to Oct 2026. Each sale is counted once: under a disclosed plan, else to cover taxes, else no plan disclosed.

Disclosed planNo plan disclosedOne dollar scale for every month; the tallest bar is labeled
OctNov 2025: $2.2M under a disclosed planNovDec 2025: $527K under a disclosed planDecJan 2026: $59K under a disclosed planJanFeb 2026: $391K under a disclosed planFeb 2026: $317K no plan disclosedFebMar 2026: $21.3M under a disclosed plan$21.3MMarApr 2026: $448K under a disclosed planAprMayJun 2026: $459K under a disclosed planJunJulAug 2026: $8.5M under a disclosed planAugSep 2026: $258K under a disclosed planSepOct 2026: $82K under a disclosed planOct

Recent activity

Past 30 days, Sep 17, 2026 to Oct 16, 2026
Oct 5, 2026Anne DelSanto sold 270 shares ($82K) under a disclosed trading plan.
WhoSharesPrice% of total stakeTotal stake afterTrade dateFiled
Anne DelSanto
Director
270$304.76n/an/aOct 5, 2026Oct 7, 2026

"% of total stake" is the shares in an event against all the vested shares the person held that day, across every share class and holding entity, after that day's vesting. "n/a" means the person's holdings are not confirmed, or the row is a purchase. "Holdings record incomplete" means more shares were sold than the filings show the person held that day, so a percentage would be wrong.

Common questions

Is the Advanced Energy Industries Inc CEO selling stock?

Yes. Stephen Kelley sold 50K shares ($15.8M) in the past 12 months, all of it under a trading plan disclosed in the filings.

Why are Advanced Energy Industries Inc insiders selling?

Filings rarely give a reason, and we don't guess at one. What they show is how the sales were made: 99% of sales by value ran under 10b5-1 trading plans disclosed in the filings and 0.9% had no disclosed plan. A trading plan schedules sales in advance.

Are any Advanced Energy Industries Inc insiders buying?

No. Officers and directors reported no purchases in the past 12 months.

The evidence

Who sold10 officers and directors: amount, % of holdings, trading plan
Who soldAmount% of holdingsTrading plan
Stephen Kelley
President and CEO, Director
$15.8M
50K shares
Not confirmed
share of stake is being verified. Why
Disclosed plan
Eduardo Acebedo
EVP and COO
$7.8M
25K shares
Not confirmed
share of stake is being verified. Why
Disclosed plan
John Roush
Director
$3.3M
10K shares
Not confirmed
share of stake is being verified. Why
Disclosed plan
Paul Oldham
EVP, CFO
$3.0M
12K shares
Not confirmed
share of stake is being verified. Why
Disclosed plan
Elizabeth Vonne
EVP, General Counsel
$1.4M
4.4K shares
Not confirmed
share of stake is being verified. Why
Disclosed plan
Brian Shirley
Director
$842K
2.5K shares
Not confirmed
share of stake is being verified. Why
Disclosed plan
Bernard Colpitts Jr.
SVP, Chief Accounting Officer
$833K
3.5K shares
Not confirmed
share of stake is being verified. Why
Disclosed plan
Anne DelSanto
Director
$653K
2.2K shares
Not confirmed
share of stake is being verified. Why
Disclosed plan
Tina Donikowski
Director
$475K
2.3K shares
Not confirmed
share of stake is being verified. Why
Disclosed plan
Lanesha Minnix
Director
$317K
1K shares
Not confirmed
share of stake is being verified. Why
No plan disclosed
The full ownership picture0 of 15 officers and directors confirmed

Vested shares across all share classes, held directly and through trusts, LLCs and family members, as reported on SEC Forms 3, 4 and 5. Unvested awards and options are never counted as owned shares.

InsiderHeld Oct 16, 2025SoldHeld Oct 16, 2026Still held
Stephen Kelley
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. See the filing Sales and other transactions for Stephen Kelley are complete.
President and CEO, Director
n/a−50Kn/an/a
Vesting, gifts, unvested awards and holding lines for Stephen Kelley

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Stephen Kelley are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
−37Kwithheld by the company for taxes
Grant Beard
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Grant Beard are complete.
Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Grant Beard

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Grant Beard are complete; balances and unit counts will be added when the check is finished.

−9Kgifted (net of own trusts)
Frederick Ball
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Frederick Ball are complete.
Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Frederick Ball

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Frederick Ball are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Ronald Foster
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Ronald Foster are complete.
Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Ronald Foster

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Ronald Foster are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Paul Oldham
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. See the filing Sales and other transactions for Paul Oldham are complete.
EVP, CFO
n/a−12Kn/an/a
Vesting, gifts, unvested awards and holding lines for Paul Oldham

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Paul Oldham are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
−7Kwithheld by the company for taxes
John Roush
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for John Roush are complete.
Director
n/a−10Kn/an/a
Vesting, gifts, unvested awards and holding lines for John Roush

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for John Roush are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Eduardo Acebedo
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. See the filing Sales and other transactions for Eduardo Acebedo are complete.
EVP and COO
n/a−25Kn/an/a
Vesting, gifts, unvested awards and holding lines for Eduardo Acebedo

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Eduardo Acebedo are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Stock options (not counted as shares):

Options heldStrike priceExpiresIntrinsic value (estimate)
6,042$85.79Mar 16, 2033$1.3M

Estimate: options held × ($304.76 − strike price), using the most recent insider trade price on Form 4 (Oct 5, 2026), not a market close.

John Donaghey
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. See the filing Sales and other transactions for John Donaghey are complete.
EVP, Global Sales
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for John Donaghey

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for John Donaghey are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
−5Kwithheld by the company for taxes
Elizabeth Vonne
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. See the filing Sales and other transactions for Elizabeth Vonne are complete.
EVP, General Counsel
n/a−4.4Kn/an/a
Vesting, gifts, unvested awards and holding lines for Elizabeth Vonne

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Elizabeth Vonne are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
−4.9Kwithheld by the company for taxes
Anne DelSanto
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Anne DelSanto are complete.
Director
n/a−2.2Kn/an/a
Vesting, gifts, unvested awards and holding lines for Anne DelSanto

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Anne DelSanto are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Tina Donikowski
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Tina Donikowski are complete.
Director
n/a−2.3Kn/an/a
Vesting, gifts, unvested awards and holding lines for Tina Donikowski

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Tina Donikowski are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Brian Shirley
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. See the filing Sales and other transactions for Brian Shirley are complete.
Director
n/a−2.5Kn/an/a
Vesting, gifts, unvested awards and holding lines for Brian Shirley

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Brian Shirley are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Bernard Colpitts Jr.
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. See the filing Sales and other transactions for Bernard Colpitts Jr. are complete.
SVP, Chief Accounting Officer
n/a−3.5Kn/an/a
Vesting, gifts, unvested awards and holding lines for Bernard Colpitts Jr.

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Bernard Colpitts Jr. are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
−1.6Kwithheld by the company for taxes
Reed David
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Reed David are complete.
Director
n/a0n/an/a
Vesting, gifts, unvested awards and holding lines for Reed David

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Reed David are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)
Lanesha Minnix
!
Holdings and share of stake are being verified. Share-of-stake figures and holdings for this company are held back while they are verified. Sales and other transactions for Lanesha Minnix are complete.
Director
n/a−1Kn/an/a
Vesting, gifts, unvested awards and holding lines for Lanesha Minnix

Holdings and share of stake are being verified. Sales, proceeds, plan and tax status and dates for Lanesha Minnix are complete; balances and unit counts will be added when the check is finished.

0gifted (net of own trusts)

Holdings and share of stake for Advanced Energy Industries Inc are being verified, so no balances, unit counts or percentages are shown. Sales, proceeds, plan and tax status, titles and dates come straight from individual filings.

What explains the selling$34.5M of sales by plan status, purpose, seller and month

Officer and director open-market sales: $34.5M across 113,342 shares. Plan status and stated purpose are separate questions, and a sale can have both.

By plan status

The lighter segment is sales with no plan disclosed in the filing ($317K), including tax-related sales outside a plan.

No plan disclosed · $317K

Sales with no 10b5-1 plan and no tax reference in the filing. $317K of it is Lanesha Minnix. No plan disclosed is a statement about the filing, not about why the sale happened. Largest such sale: Lanesha Minnix, Feb 13, 2026

Taxes

55,302 shares ($17.3M) were withheld by the company for taxes, which isn't a market sale.

SellerShares soldProceedsUnder a disclosed planShare of totalSales dates
Stephen Kelley
President and CEO, Director
50K$15.8M100%46%Mar 10, 2026 to Mar 10, 2026
Eduardo Acebedo
EVP and COO
25K$7.8M100%23%Aug 18, 2026 to Aug 18, 2026
John Roush
Director
10K$3.3M100%10%Mar 4, 2026 to Mar 4, 2026
Paul Oldham
EVP, CFO
12K$3.0M100%9%Nov 19, 2025 to Mar 18, 2026
Elizabeth Vonne
EVP, General Counsel
4.4K$1.4M100%4%Feb 23, 2026 to Sep 8, 2026
Brian Shirley
Director
2.5K$842K100%2%Mar 13, 2026 to Jun 15, 2026
Bernard Colpitts Jr.
SVP, Chief Accounting Officer
3.5K$833K100%2%Nov 18, 2025 to Mar 3, 2026
Anne DelSanto
Director
2.2K$653K100%2%Nov 17, 2025 to Oct 5, 2026
Tina Donikowski
Director
2.3K$475K100%1%Dec 4, 2025 to Dec 4, 2025
Lanesha Minnix
Director
1K$317K0%0.9%Feb 13, 2026 to Feb 13, 2026

Sales by month

MonthSale proceedsDisclosed planTo cover taxesNo plan disclosed
Oct 2025$0$0$0$0
Nov 2025$2.2M$2.2M$0$0
Dec 2025$527K$527K$0$0
Jan 2026$59K$59K$0$0
Feb 2026$708K$391K$0$317K
Mar 2026$21.3M$21.3M$0$0
Apr 2026$448K$448K$0$0
May 2026$0$0$0$0
Jun 2026$459K$459K$0$0
Jul 2026$0$0$0$0
Aug 2026$8.5M$8.5M$0$0
Sep 2026$258K$258K$0$0
Oct 2026$82K$82K$0$0
Is this normal? Selling year by year5 earlier years to compare with

More than usual: $34.5M sold, after almost none in the past 5 years. 10 insiders sold; the average is 4 a year.

12 months endingShares soldInsiders who soldProceeds
Oct 16, 2026
Latest 12 months
113K10$34.5M
Oct 16, 2025
1 year earlier
34K7$4.0M
Oct 16, 2024
2 years earlier
4.2K2$422K
Oct 17, 2023
3 years earlier
18K4$1.9M
Oct 17, 2022
4 years earlier
2.5K2$226K
Oct 17, 2021
5 years earlier
9.5K4$884K

Open-market sales (Form 4 code S) by people who were officers or directors, in split-adjusted shares. Earlier years include people who have since left. A sale that an outside holder also reports (a family trust, a fund) is counted with outside holders in every year. Shares, not dollars, are compared, so a change in the stock price doesn't look like a change in selling. Years the filings don't fully cover are shown but left out of the average.

Known gaps and uncertainty15 officers and directors not confirmed

Holdings and share of stake are being verified. Balances, unit counts and every share-of-stake figure for Advanced Energy Industries Inc are held back until that check is finished. Sales, proceeds, plan and tax status, titles and dates come straight from individual filings and are complete.

External context: we only cite outside events when a documented connection exists. None is shown for this period.

Sources and methodology1,179 filings on record, 58 filed in the 12-month period, and how we read them

All 1,179 Forms 3, 4 and 5 on record for Advanced Energy Industries Inc (SEC CIK 927003), filed from Jul 24, 2003 to Oct 7, 2026; 58 of them were filed in the 12 months this page covers, retrieved from SEC EDGAR on Oct 16, 2026. Prices are the ones reported in each filing, often weighted averages.

Holdings. Each holding line (a share class plus an owner, such as a trust or LLC) carries its last reported balance forward. Entities first reported during the period start at zero, so transfers between an insider's own trusts don't count as selling. Lines not reported for three years or more are listed separately and left out of totals.

Sales. A sale counts as under a 10b5-1 plan if its footnote cites one or the filing's Rule 10b5-1 box is checked, and as tax-related if its footnote cites tax obligations or sell-to-cover. Shares withheld by the company for taxes are listed separately. Sales with neither attribute are labeled "no plan disclosed".

Full methodology

Former or inactive filers (43)No filing in 18 months; last reported balances, not in any total
NameLast filedLast reported balance
Edward GradyMay 11, 202256,268 shares, last reported balance as of May 9, 2022
Thomas McGimpseyMar 17, 202251,618 shares, last reported balance as of Mar 16, 2022
Thomas RohrsMay 4, 202128,813 shares, last reported balance as of Apr 30, 2021
Dana HuthMar 5, 202120,837 shares, last reported balance as of Mar 3, 2021
Yuval WassermanFeb 26, 2021208,368 shares, last reported balance as of Feb 24, 2021
Neil BrinkerJul 21, 202029,563 shares, last reported balance as of Jul 17, 2020
Thomas LiguoriSep 12, 201750,974 shares, last reported balance as of Sep 11, 2017
William TrupkiewiczFeb 8, 201610,874 shares, last reported balance as of Feb 5, 2016
Terry HudgensMay 11, 201545,000 shares, last reported balance as of May 7, 2015
Danny HerronFeb 19, 2015121,574 shares, last reported balance as of Feb 18, 2015
Garry RogersonAug 19, 201486,292 shares, last reported balance as of Aug 15, 2014
Richard BeckMay 9, 201478,226 shares, last reported balance as of May 7, 2014
Douglas SchatzApr 14, 201416,704,371 shares, last reported balance as of Apr 10, 2014
Gordon TredgerFeb 5, 2013194,025 shares, last reported balance as of Feb 1, 2013
Trung DoanDec 5, 20124,500 shares, last reported balance as of May 2, 2012
Hans BetzAug 4, 201177,833 shares, last reported balance as of Jul 22, 2011
Gregg PattersonJul 26, 201121,727 shares, last reported balance as of Jul 22, 2011
John McMahonAug 25, 20104,689 shares, last reported balance as of Aug 18, 2010
Lawrence FirestoneJul 23, 2010416 shares, last reported balance as of Jul 21, 2010
Elwood SpeddenAug 14, 20092,000 shares, last reported balance as of Aug 13, 2009
Steve RhoadesMay 1, 200815,182 shares, last reported balance as of Apr 30, 2008
Barry PosnerAug 14, 20071,500 shares, last reported balance as of Aug 10, 2007
John PirnotJul 26, 2007517 shares, last reported balance as of Jul 24, 2007
Joseph BronsonMay 4, 200715,000 shares, last reported balance as of May 2, 2007
Mark HartmanMar 16, 2006833 shares, last reported balance as of Mar 14, 2006
James GuilmartFeb 24, 2006903 shares, last reported balance as of Feb 22, 2006
Hillow ElDec 5, 20059,550 shares, last reported balance as of Dec 1, 2005
Linda CapuanoFeb 2, 20057,650 shares, last reported balance as of Jan 31, 2005
Craig JefferiesDec 16, 200430,000 shares, last reported balance as of Dec 15, 2004
William GregorakDec 8, 20041,550 shares, last reported balance as of Dec 8, 2004
Richard SchollOct 19, 2004230,116 shares, last reported balance as of Oct 19, 2004
Brenda SchollOct 19, 2004230,116 shares, last reported balance as of Oct 19, 2004
Luann PiccardOct 19, 200450,000 shares, last reported balance as of Oct 15, 2003
Larry McCullochOct 19, 200440,000 shares, last reported balance as of Oct 15, 2003
Susan SchellJul 21, 2004No balance on record
Robert BratterMay 6, 2004No balance on record
Arthur NoethMay 6, 2004No balance on record
Gerald StarekMay 6, 200426,456 shares, last reported balance as of May 5, 2004
Scott BurtonApr 15, 2004No balance on record
Joseph KovachNov 7, 2003No balance on record
Dennis FaerberOct 16, 2003No balance on record
John WagnerOct 16, 2003No balance on record
Mario GuerreroOct 16, 2003135 shares, last reported balance as of Oct 15, 2003

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