Insider Trading March 2, 2026

Energy Vault director Larry Paulson buys $15,726 of NRGV stock as company posts first positive adjusted EBITDA

Paulson acquires 5,000 shares; Energy Vault reports improved cash position and strategic battery offtake amid financing activity

By Derek Hwang NRGV
Energy Vault director Larry Paulson buys $15,726 of NRGV stock as company posts first positive adjusted EBITDA
NRGV

Energy Vault Holdings director Larry Paulson purchased 5,000 shares of the company on February 27, 2026, spending $15,726 at $3.1452 per share. The trade comes as the stock has recorded a 121% gain over the last year and a 43% rise over six months, despite a 35% decline year-to-date. The company also reported its first positive adjusted EBITDA for Q4 2025, a substantial year-over-year increase in cash, and a series of financing and strategic agreements including a battery offtake with Peak Energy.

Key Points

  • Director Larry Paulson purchased 5,000 shares of Energy Vault at $3.1452 on February 27, 2026, for $15,726, raising his direct holdings to 501,768 shares and holding an additional 609,256 shares indirectly through a family trust.
  • Energy Vault reported its first positive Adjusted EBITDA for Q4 2025 in a $5-10 million range and increased cash reserves by more than 300% year-over-year to end 2025 with over $100 million, aided by a financing that netted $135.5 million.
  • The company completed further financing actions including an additional $10 million in convertible senior notes after an option exercise by initial purchasers and amended terms on previously issued convertible debentures; it also struck a supply and development partnership with Peak Energy that includes an initial 1.5 GWh offtake of sodium-ion batteries.

Larry Paulson, a director at Energy Vault Holdings (NASDAQ:NRGV), bought 5,000 shares of the company’s common stock on February 27, 2026, at a price of $3.1452 per share. The transaction totaled $15,726. Following this purchase, Paulson’s direct stake in Energy Vault stands at 501,768 shares. In addition, he holds an indirect interest of 609,256 shares through the Larry M and Gretchen V Paulson Family Trust.

The trade occurred against a backdrop of mixed recent market performance for Energy Vault’s stock. Over the past 12 months the shares have climbed 121%, and they are up 43% over the last six months. However, year-to-date the stock has fallen 35%, illustrating pronounced short-term volatility.


Company financials and recent transactions

Energy Vault reported a notable financial milestone for the fourth quarter of 2025, recording its first positive Adjusted EBITDA in a range of $5 million to $10 million. The company also expanded its liquidity position substantially, ending 2025 with more than $100 million in cash after increasing reserves by over 300% year-over-year. That cash build was supported by a financing transaction that yielded $135.5 million after deductions.

The company’s capital structure and financing activity saw further movement. Initial purchasers, including Jefferies LLC and Citigroup Global Markets Inc., exercised an option that led Energy Vault to issue an additional $10 million in convertible senior notes. Energy Vault also entered into a second amendment to its Securities Purchase Agreement with YA II PN, Ltd., adjusting terms related to previously issued convertible debentures.


Strategic partnerships and supply agreements

On the commercial front, Energy Vault announced a collaboration with Peak Energy to co-develop energy storage solutions oriented toward AI workloads. The agreement pairs Peak’s sodium-ion batteries with Energy Vault’s digital platform and includes an initial 1.5 GWh offtake of Peak’s batteries. The arrangement is intended to strengthen supply chain stability and positions the companies to pursue potential tax credits.


Investor resources

InvestingPro subscribers have access to 12 additional ProTips for NRGV, which provide further analysis of the company’s financial health and valuation metrics.

Paulson’s recent purchase is modest in dollar terms but increases his direct holdings, while the company’s reported profitability, enlarged cash position and multiple financing and strategic moves indicate an active period for Energy Vault as it executes on both capital and commercial fronts.

Risks

  • Share price volatility - the stock has gained 121% over the past year but is down 35% year-to-date, reflecting near-term market fluctuation that affects investors and equity valuation - markets and financial sectors.
  • Potential dilution and financial complexity - issuance of additional convertible senior notes and amendments to convertible debentures could affect capital structure and shareholder dilution - corporate finance and capital markets.
  • Reliance on financing and contractual terms - the company’s improved cash balance was supported by a financing that netted $135.5 million; changes to purchase agreements and note terms introduce uncertainty tied to financing outcomes - banking and lending sectors.

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