Bloom Energy Corporation BE Chief Executive

What KR Sridhar says in public, and what their own SEC filings show they own.

KR Sridhar

KR Sridhar

Founder, Chairman & CEO · Bloom Energy Corporation

Founded Bloom in 2001 out of a NASA Mars oxygen-generator project and has run it ever since. Former professor of aerospace and mechanical engineering and NASA advisor. Frames Bloom's solid-oxide fuel cells as on-site 'bring-your-own-power' for AI data centers rather than a clean-energy play.

What they own

Ownership

Skin in the game
27/ 70
Level 2Aligned

Sridhar owns about 2% of Bloom Energy Corporation, worth $2.08B at the last close.

SEC filings
68
Stake 7.5M reported shares ≈ 2.3% of shares outstanding — no 13G on file, so an estimate 20/35
Founder Not assessed — whether they founded the company has not been researched Not assessed
Tenure No start date on record, so tenure scores nothing 0/10
Track record Not assessed — their prior companies have not been researched Not assessed
Direction Net seller — 200,000 shares ($34.0M) sold in the last year 0/15
Discipline 2 late Form 4s in 68 filings 7/10

Nobody has researched this person's career yet, so founder and track record are left out of the score and of the total above.

Score = stake band (35) + founder (15) + tenure (10) + track record (15) + 12-month direction (−10…15) + filing discipline (10). An axis we have not researched is left out of the score and of the total it is shown over. Every input links to a filing or to our own research; the bands are ours.

Reported · Forms 3, 4, 5 7.5M Every lot on the person's own filings, as of Sep 1, 2026
Last open-market trade Sale · $34.0M Feb 24, 2026 · 200,000 shares at $170.00 · no 10b5-1 plan
Paper trail 2 late filings Form 4 covering a 2026-08-31 gift in Bloom Energy Corp was filed 2026-09-03, 3 business days later; Section 16 allows two.
Reported Bloom Energy Corporation shares Forms 3, 4 and 5 · as of 2026-09-01
02M4M6M8M 20192020202120222023202420252026 Sep 2026: net +9,688 shares across 1 movement (largest: exercise +9,688)Aug 2026: net +2.8M shares across 1 movement (largest: gift −300,000)May 2026: net +80,000 shares across 1 movement (largest: exercise +80,000)Feb 2026: net +111,206 shares across 2 movements (largest: award +300,000) 7.5M

Dots mark the months the activity below moved the line. Hover one for that month's net move, how many movements it folds and the largest.

How the stake is held
SecurityHeld viaShares
Class A Common StockDirect2,569,869
Common StockDirect2,291,508
Class B Common StockDirect1,495,749
Class A Common Stocktrusts503,052
Common Stocktrusts503,052
Class B Common Stocktrust133,334
Reported as of 2026-09-017,496,564
Held directly
85%
Vehicles
2 trusts or entities
Share classes
3
Last filing
Sep 3, 2026
Activity · last 12 months 5 events folded from 5 filing lines · Every filing on EDGAR ↗
DateTypeWhat happenedSharesPriceValueNote
Sep 1, 2026 Exercise Option or RSU conversion +9,688 $30.96 $300K
Aug 31, 2026 Gift Gift −300,000 — —
May 19, 2026 Exercise Option or RSU conversion · Class A Common Stock +80,000 — —
Feb 27, 2026 Award Grant or award · Class A Common Stock +300,000 — —
Feb 24, 2026 Sale Open-market sale · Class A Common Stock −200,000 $170.00 $34.0M no 10b5-1 plan
Every issuer KR Sridhar files as an insider of
CompanyRoleReportedBeneficial% of class
BE Bloom Energy Corp This page Chairman & CEO 7,496,564
2026-09-01		 — —

Reported is every lot on the person's own Forms 3, 4 and 5 — direct and through trusts. Beneficial is the figure stated on the latest Schedule 13D/G cover page, which can exclude shares the person disclaims and include options exercisable within 60 days, so the two are never added together.

Paper trail

68 filings under CIK 0001746277 · captured 2026-09-05 · All filings on EDGAR ↗

On the record with shareholders

Earnings calls

  1. Q2 2026 Jul 28, 2026 Sridhar's argument was that Bloom has stopped being judged as a clean-energy company and is now judged on how fast it can hand a data centre power: it took 21 years to reach a billion-dollar year and one quarter to reach a billion-dollar quarter, and he claims a share in the very high 90s of on-site power for AI data centres less than a year after the first hyperscaler order. He turned a rival's long order book against it — a four-year backlog is "a confession of constrained supply" — and pointed to Brookfield raising its financing shelf fivefold to $25 billion as third-party underwriting of that record. Asked whether AI spending keeps compounding, he refused to claim he knows, and framed the company the way Henry Ford framed the Model T: control cost, quality and availability, and let the market decide how much it wants. Read the call · 13 quotes →
In their own words

Podcasts, interviews & articles

8 recorded appearances

2026

Podcast 20VC with Harry Stebbings · Jun 29, 2026 · 1h 6m

Bloom Energy CEO: Why We Aren’t in an AI Capex Bubble | Energy Sovereignty & The Future of Power

Sridhar argues AI infrastructure spend is not a bubble and that electricity, not models, is the binding input to the "intelligence factory"; he names regulation and permitting as the biggest bottleneck to growth, and discusses whether hyperscalers are quietly becoming energy companies.

Watch or read →
Interview CNBC-TV18 (Voices From The Valley) · Jun 26, 2026 · 24 min

Can The World's Power Grids Keep Up With AI? Bloom Energy CEO KR Sridhar Explains

In a long-form sit-down with Shereen Bhan, Sridhar makes the case that centralized grids cannot be built fast enough for AI-era load growth and that on-site generation is the practical answer, reframing power as a design constraint rather than a procurement problem.

Watch or read →

2025

Podcast Veriten — COBT #295 · Sep 17, 2025 · 1h 5m

"AI Made Electricity Reinvent Itself 150 Years After Edison" Featuring KR Sridhar, Ph.D., Bloom Energy

A long-form conversation on solid-oxide fuel cells and Bloom's manufacturing scale-up. Sridhar's central claim is that AI demand has forced the electricity industry to reinvent its delivery model for the first time since Edison's central-station design.

Watch or read →
Interview Semafor (The CEO Signal) · Sep 12, 2025

Bloom Energy's KR Sridhar on why all CEOs need a power strategy

Sridhar tells Andrew Edgecliffe-Johnson that every CEO now needs a dedicated on-site power strategy, and that for the next eight to ten years AI will be the dog and everything else the tail in energy demand. He details Bloom's deliberate avoidance of single-source and Chinese supply chains since 2004.

Watch or read →

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