Advanced Energy Industries, Inc.
US ˙ NasdaqGS ˙ US0079731008

SecurityAEIS / Advanced Energy Industries, Inc.
InsiderPaul R Oldham
This page shows the track record and history of Oldham Paul R insider trades in Advanced Energy Industries, Inc.. The SEC defines Insiders as officers, directors, or significant investors (greater than 10% ownership) in a company. It is illegal for insiders to make trades in their companies based on material, non-public information ("MNPI"). This does not mean it is illegal for them to make any trades in their own companies. However, they must report all trades to the SEC via a Form 4.
Insider Purchases - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made by Paul R Oldham in AEIS / Advanced Energy Industries, Inc.. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Max
Price at
Max
Max
Profit ($)
Max Return (%)
There are no known unplanned open-market trades for this insider

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

AEIS / Advanced Energy Industries, Inc. Insider Trades
Insider Sales - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made by Paul R Oldham in AEIS / Advanced Energy Industries, Inc.. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Min
Price at
Min
Max Loss
Avoided ($)
Max Loss
Avoided (%)
2023-06-29 3,080 110.0000 3,080 110.0000 338,800 125 84.6000 -78,232 -23.09
2023-05-26 3,837 100.0000 3,837 100.0000 383,700

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

AEIS / Advanced Energy Industries, Inc. Insider Trades
Insider Transaction History
File
Date
Trade
Date
Form Insider Ticker Security Title Code 10b5-1 Direct Exercise
Price
Unit
Price
Units
Changed
Value
Changed (1K)
Remaining
Options
Remaining
Shares
2025-06-24 2025-06-20 4 Oldham Paul R AEIS Common Stock S - Sale D 131.2900 -1,173 -154 31,006
2025-06-24 2025-06-20 4 Oldham Paul R AEIS Common Stock F - Taxes D 131.2900 -4,869 -639 32,179
2025-06-24 2025-06-20 4 Oldham Paul R AEIS Common Stock M - Exercise D 85.9700 6,042 519 37,048
2025-03-18 2025-03-16 4 Oldham Paul R AEIS Common Stock F - Taxes D 106.1900 -1,119 -119 31,006
2025-03-04 2025-03-01 4 Oldham Paul R AEIS Common Stock D - Sale to Issuer D -3,153 32,125
2025-03-04 2025-03-01 4 Oldham Paul R AEIS Common Stock F - Taxes D 115.1700 -1,428 -164 35,278
2025-03-04 2025-03-01 4 Oldham Paul R AEIS Common Stock M - Exercise D 3,266 36,706
2025-02-28 2025-02-26 4 Oldham Paul R AEIS Common Stock S - Sale D 125.0000 -1,061 -133 37,787
2025-02-28 2025-02-26 4 Oldham Paul R AEIS Common Stock F - Taxes D 125.0000 -4,981 -623 38,848
2025-02-28 2025-02-26 4 Oldham Paul R AEIS Common Stock M - Exercise D 85.9700 6,042 519 43,829
2025-02-21 2025-02-20 4 Oldham Paul R AEIS Common Stock F - Taxes D 131.5400 -4,347 -572 33,440
2025-02-21 2025-02-20 4 Oldham Paul R AEIS Common Stock M - Exercise D 131.5400 7,536 991 37,787
2024-03-19 2024-03-16 4 Oldham Paul R AEIS Common Stock F - Taxes D 95.7500 -1,119 -107 30,251
2024-03-05 2024-03-01 4 Oldham Paul R AEIS Common Stock F - Taxes D 101.2000 -794 -80 31,370
2024-03-05 2024-03-01 4 Oldham Paul R AEIS Common Stock D - Sale to Issuer D -3,154 32,164
2024-02-23 2024-02-21 4 Oldham Paul R AEIS Common Stock F - Taxes D 99.6000 -2,065 -206 35,318
2024-02-23 2024-02-21 4 Oldham Paul R AEIS Common Stock M - Exercise D 99.6000 4,949 493 37,383
2023-07-05 2023-06-29 4 Oldham Paul R AEIS Common Stock S - Sale D 110.0000 -3,080 -339 32,434
2023-05-30 2023-05-26 4 Oldham Paul R AEIS Common Stock S - Sale D 100.0000 -3,837 -384 35,514
2023-03-20 2023-03-16 4 Oldham Paul R AEIS Common Stock F - Taxes D 96.3600 -1,122 -108 39,351
2023-03-03 2023-03-03 4 Oldham Paul R AEIS Common Stock F - Taxes D 94.5800 -1,057 -100 40,473
2023-03-03 2023-03-01 4 Oldham Paul R AEIS Common Stock F - Taxes D 93.4700 -786 -73 41,530
2023-03-03 2023-03-01 4 Oldham Paul R AEIS Common Stock A - Award D 93.4700 9,460 884 42,316
2023-02-23 2023-02-21 4 Oldham Paul R AEIS Common Stock F - Taxes D 92.7600 -976 -91 32,856
2023-02-23 2023-02-21 4 Oldham Paul R AEIS Common Stock A - Award D 92.7600 2,299 213 33,832
2022-11-08 2022-11-04 4 Oldham Paul R AEIS Common Stock F - Taxes D 83.0000 -1,261 -105 31,533
2022-11-08 2022-11-04 4 Oldham Paul R AEIS Common Stock A - Award D 83.0000 3,616 300 32,794
2022-08-08 2022-08-04 4 Oldham Paul R AEIS Common Stock F - Taxes D 94.1100 -639 -60 29,178
2022-08-08 2022-08-04 4 Oldham Paul R AEIS Common Stock A - Award D 94.1100 1,808 170 29,817
2022-03-17 2022-03-16 4 Oldham Paul R AEIS Performance Units A - Award D 0.00 15,348 15,348
2022-03-17 2022-03-16 4 Oldham Paul R AEIS Employee Stock Option (right to buy) A - Award D 85.97 18,126 18,126
2022-03-17 2022-03-16 4 Oldham Paul R AEIS Common Stock A - Award D 85.9700 7,674 660 28,009
2022-03-07 2022-03-03 4 Oldham Paul R AEIS Common Stock F - Taxes D 86.3800 -841 -73 20,335
2022-03-03 2022-03-01 4 Oldham Paul R AEIS Common Stock F - Taxes D 85.1000 -641 -55 21,176
2022-02-24 2022-02-22 4 Oldham Paul R AEIS Common Stock F - Taxes D 83.6200 -1,084 -91 21,817
2021-05-05 2021-05-03 4 Oldham Paul R AEIS Common Stock F - Taxes D 108.3600 -624 -68 22,901
2021-03-05 2021-03-03 4 Oldham Paul R AEIS Common Stock F - Taxes D 105.2600 -1,060 -112 23,525
2021-03-03 2021-03-01 4 Oldham Paul R AEIS Performance Units A - Award D 0.00 11,025 11,025
2021-03-03 2021-03-01 4 Oldham Paul R AEIS Common Stock A - Award D 111.3700 5,513 614 24,585
2021-02-26 2021-02-24 4 Oldham Paul R AEIS Common Stock F - Taxes D 108.8000 -1,536 -167 19,072
2021-02-26 2021-02-24 4 Oldham Paul R AEIS Common Stock A - Award D 108.8000 3,616 393 20,608
2021-02-24 2021-02-22 4 Oldham Paul R AEIS Common Stock F - Taxes D 104.3000 -1,287 -134 16,992
2020-05-06 2020-05-04 4 Oldham Paul R AEIS Common Stock F - Taxes D 53.1000 -525 -28 18,279
2020-03-05 2020-03-03 4 Oldham Paul R AEIS Performance Units A - Award D 0.00 14,463 14,463
2020-03-05 2020-03-03 4 Oldham Paul R AEIS Common Stock A - Award D 7,231 18,804
2020-02-26 2020-02-24 4 Oldham Paul R AEIS Common Stock F - Taxes D 62.9700 -1,163 -73 11,573
2019-05-06 2019-05-02 4 Oldham Paul R AEIS Common Stock F - Taxes D 57.3600 -454 -26 12,736
2019-02-26 2019-02-22 4 Oldham Paul R AEIS Performance Units A - Award D 0.00 17,860 17,860
2019-02-26 2019-02-22 4 Oldham Paul R AEIS Common Stock A - Award D 8,930 13,190
2018-05-04 2018-05-02 4 Oldham Paul R AEIS Performance Units A - Award D 0.00 0 8,519
2018-05-04 2018-05-02 4 Oldham Paul R AEIS Common Stock A - Award D 61.1500 4,260 260 4,260
2018-05-03 3 Oldham Paul R AEIS Common Stock D 0
P
Pembelian sekuritas non-derivatif atau derivatif di pasar terbuka atau secara pribadi.
S
Penjualan terbuka atau penjualan pribadi atas sekuritas non-derivatif atau derivatif.
A
Hibah, penghargaan, atau perolehan sekuritas lainnya dari perusahaan (seperti opsi)
C
Konversi turunan
D
Penjualan atau pengalihan sekuritas kembali ke perusahaan.
F
Pembayaran harga pelaksanaan atau kewajiban pajak menggunakan sebagian sekuritas yang diterima dari perusahaan.
G
Pemberian sekuritas oleh atau kepada orang dalam.
K
Swap ekuitas dan transaksi lindung nilai serupa
M
Pelaksanaan atau konversi sekuritas derivatif yang diterima dari perusahaan (seperti opsi)
V
Transaksi yang dilaporkan secara sukarela pada Formulir 4.
J
Lainnya (disertai dengan catatan kaki yang menjelaskan transaksi tersebut)