Form 4 for EXE Expand Energy
Accepted 2025-03-17 00:00:00 ET · period of report 2025-03-15 · accession 0000895126-25-000038 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2025-03-17 | 2025-03-15 | EXE | Viets Joshua J. | EVP, COO | M - OptEx | $0.00 | +32.1K | 63.1K | +104% | $0 |
| D | 2025-03-17 | 2025-03-15 | EXE | Viets Joshua J. | EVP, COO | A - Grant | $0.00 | +9,739 | 77.2K | +14% | $0 |
| DM | 2025-03-17 | 2025-03-15 | EXE | Viets Joshua J. | EVP, COO | F - Tax | $102.60 | -17.5K | 63.0K | -22% | -$1.80M |
| DM | 2025-03-17 | 2025-03-15 | EXE | Viets Joshua J. | EVP, COO | A - Grant | $0.00 | +22.7K | 11.4K | New | $0 |
| DM | 2025-03-17 | 2025-03-15 | EXE | Viets Joshua J. | EVP, COO | M - OptEx | $0.00 | -20.8K | 0 | -100% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2025-03-15 | M | A | 4,387 | $0.00 | 67,454 | D | — | — | (F2) Each performance share unit represented a contingent right to receive from zero to two shares of Expand common stock, depending on the achievement of Expand's relative total shareholder return over the applicable performance period. Effective March 15, 2025, the Reporting Person was entitled to receive 4,387 shares of common stock, before tax withholding obligations. |
| 2 | Common | Common Stock | 2025-03-15 | M | A | 27,760 | $0.00 | 63,067 | D | — | — | (F1) Each performance share unit represented a contingent right to receive from zero to two shares of Expand common stock, depending on the achievement of Expand's absolute total shareholder return over the applicable performance period. Effective March 15, 2025, the Reporting Person was entitled to receive 27,760 shares of common stock, before tax withholding obligations. |
| 3 | Common | Common Stock | 2025-03-15 | A | A | 9,739 | $0.00 | 77,193 | D | — | — | (F3) Each restricted stock unit represents a contingent right to receive one share of Expand common stock. |
| 4 | Common | Common Stock | 2025-03-15 | F | D | 3,339 | $102.60 | 59,676 | D | — | — | (F5) These shares were forfeited to the issuer to satisfy tax withholding obligations in connection with the partial vesting of a previously disclosed restricted stock unit award. |
| 5 | Common | Common Stock | 2025-03-15 | F | D | 14,178 | $102.60 | 63,015 | D | — | — | (F4) These shares were forfeited to the issuer to satisfy tax withholding obligations in connection with the vesting of a previously disclosed performance share unit award. |
| 6 | Derivative | Performance Share Unit | 2025-03-15 | A | A | 11,362 | $0.00 | 11,362 | D | — · — to 2028-03-15 | 11,362 Common Stock | (F7) Each performance share unit represents a contingent right to receive from zero to two shares of Expand common stock, depending on the achievement of Expand's relative total shareholder return over the applicable performance period. |
| 7 | Derivative | Performance Share Unit | 2025-03-15 | A | A | 11,362 | $0.00 | 11,362 | D | — · — to 2028-03-15 | 11,362 Common Stock | (F6) Each performance share unit represents a contingent right to receive from zero to two shares of Expand common stock, depending on the achievement of Expand's absolute total shareholder return over the applicable performance period. |
| 8 | Derivative | Performance Share Unit | 2025-03-15 | M | D | 13,880 | $0.00 | 0 | D | — · 2025-03-15 to 2025-03-15 | 27,760 Common Stock | (F1) Each performance share unit represented a contingent right to receive from zero to two shares of Expand common stock, depending on the achievement of Expand's absolute total shareholder return over the applicable performance period. Effective March 15, 2025, the Reporting Person was entitled to receive 27,760 shares of common stock, before tax withholding obligations. |
| 9 | Derivative | Performance Share Unit | 2025-03-15 | M | D | 6,940 | $0.00 | 0 | D | — · 2025-03-15 to 2025-03-15 | 4,387 Common Stock | (F2) Each performance share unit represented a contingent right to receive from zero to two shares of Expand common stock, depending on the achievement of Expand's relative total shareholder return over the applicable performance period. Effective March 15, 2025, the Reporting Person was entitled to receive 4,387 shares of common stock, before tax withholding obligations. |