GE Vernova Inc. GEV Chief Executive

What Scott Strazik says in public, and what their own SEC filings show they own.

Scott Strazik

Scott Strazik

Chief Executive Officer, President & Director · GE Vernova Inc.

Ran GE's power business before the spin and has led GE Vernova since it began trading on 2 April 2024. His pitch is that electricity demand is now a long-cycle growth market rather than a mature one, and the company is monetising it through gas turbine slot reservation agreements booked years ahead of delivery: combined gas equipment backlog and slot reservations went from 83 GW at the end of 2025 to 116 GW by the second quarter of 2026, and he now guides to at least 125 GW under contract by year-end 2026 with annual gas turbine output rising from 20 GW in 2026 to 30 GW in 2030.

What they own

Ownership

Skin in the game
19/ 70
Level 1Steward

Strazik owns about 0% of GE Vernova Inc., worth $148.2M at the last close.

SEC filings
36
Stake 155,922 reported shares ≈ 0.1% of shares outstanding — no 13G on file, so an estimate 4/35
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 No open-market buys or sales in the last year 5/15
Discipline No late Form 4s in 36 filings 10/10

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, 5 155,922 Every lot on the person's own filings, as of Apr 27, 2026
Paper trail On time No Form 4 filed outside the two-day window; sale flagged below
Reported GE Vernova Inc. shares Forms 3, 4 and 5 · as of 2026-04-27
050K100K150K200K 202420252026 Apr 2026: net +20,232 shares across 2 movements (largest: exercise +44,496)Mar 2026: net +44,301 shares across 2 movements (largest: exercise +86,062) 155,922

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
Common stock, par value $0.01 per shareDirect152,282
Common stock, par value $0.01 per share401(k)2,353
Common stock, par value $0.01 per sharespouse's 401(k)1,287
Reported as of 2026-04-27155,922
Held directly
98%
Vehicles
2 trusts or entities
Last filing
Apr 29, 2026
Activity · last 12 months 4 events folded from 12 filing lines · Every filing on EDGAR ↗
DateTypeWhat happenedSharesPriceValueNote
Apr 27, 2026 Exercise Option or RSU conversion across 2 lots, $92.13–$149.78 · Common stock, par value $0.01 per share +44,496 $120.31 avg $5.4M
Apr 27, 2026 Tax Shares withheld for tax across 2 lots, $1,114.88–$1,115.60 · Common stock, par value $0.01 per share −24,260 $1,115.24 avg $27.1M
Mar 1, 2026 Exercise Option or RSU conversion across 4 lots · Common stock, par value $0.01 per share +86,062 — —
Mar 1, 2026 Tax Shares withheld for tax across 4 lots · Common stock, par value $0.01 per share −41,761 $873.60 $36.5M
Every issuer Scott Strazik files as an insider of
CompanyRoleReportedBeneficial% of class
GEV GE Vernova Inc. This page CEO & President 155,922
2026-04-27		 — —
GE GENERAL ELECTRIC CO Senior Vice President 126,783
2024-03-01		 — —

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

36 filings under CIK 0001763642 · captured 2026-09-05 · All filings on EDGAR ↗

In their own words

Podcasts, interviews & articles

5 recorded appearances

2026

Talk Bernstein 42nd Annual Strategic Decisions Conference · May 27, 2026 · 50 min

Bernstein 42nd Annual Strategic Decisions Conference 2026

Framed GE Vernova as an installed-base business rather than an equipment cycle: 7,000 gas turbines, 59,000 wind turbines and 60 nuclear plants already generate about 25% of the world's electricity and roughly half of America's, carrying an $87 billion services backlog he expects to produce about $20 billion of services revenue by 2027. The $76 billion equipment backlog has grown 80% since the April 2024 spin, and he argued the 100 GW of gas on contract is mostly baseload against an installed base where only 200 of 720 GW runs baseload today - a figure he projects doubling to at least 400 GW by the middle of the next decade.

Watch or read →

2025

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