Ast Spacemobile Inc SEC Filings

Andrew M. Johnson, who serves as CFO and CLO and is reported as a director of AST SpaceMobile, Inc. (ASTS), disclosed an open-market sale of Class A common stock on 08/26/2025. The filing reports 20,000 shares sold at a weighted average price of $52.48 (individual sale prices ranged from $52.46 to $52.56). After the sale, the reporting person beneficially owns 397,485 shares. The Form 4 is signed by the reporting person and includes a footnote offering to provide the exact number of shares sold at each price within the disclosed range.

AST SpaceMobile (ASTS) Form 144 notice reports a proposed sale of 20,000 Class A shares via Fidelity Brokerage Services with an aggregate market value of $1,049,634.41. The filing states the shares were acquired on 08/15/2025 through restricted stock vesting from the issuer and were paid as compensation. The proposed approximate sale date is 08/26/2025 on NASDAQ. The filer reports 269,127,705 shares outstanding and indicates no other sales in the past three months. The notice includes the standard representation that the seller is not aware of undisclosed material adverse information.

Insider transaction summary: AST SpaceMobile Chief Operating Officer Shanti B. Gupta reported a disposition related to the vesting of restricted stock units. The filing shows 25,000 RSUs vested, with 12,755 shares withheld to satisfy tax withholding at a price of $48.08 per share, yielding a net vested position of 12,245 shares retained by the reporting person. Following the reported disposition, the filing shows 292,912 shares of Class A common stock beneficially owned by the reporting person.

Scott Wisniewski, President and Director of AST SpaceMobile, Inc. (ASTS), reported equity activity on 08/15/2025. The filing shows 93,750 performance-based stock units (PSUs) were deemed achieved at 125% of the 75,000 target and treated as acquisitions at $0, with one-third (31,250 PSUs) vesting immediately on 08/15/2025 and the remainder scheduled to vest equally on 08/15/2026 and 08/15/2027 subject to continued service. To cover tax liabilities, the issuer withheld and disposed of 12,297 and 9,838 shares at $48.08 each, corresponding to withholding on the vested PSUs and vested restricted stock units (RSUs). Following these transactions, the reported beneficial ownership totals shown on the form moved from 639,345 shares to 617,210 shares.

Maya Bernal, Chief Accounting Officer of AST SpaceMobile, Inc. (ASTS), reported a transaction on 08/15/2025 that reduced her direct holdings. She disposed of 2,496 shares of Class A common stock at a price of $48.08 per share, recorded under transaction code F. Following the reported transaction, she beneficially owned 132,421 shares directly. The filing explains the disposition was the withholding of shares to satisfy tax withholding on the vesting of 7,415 restricted stock units, which resulted in a net vest of 4,919 shares.

Andrew M. Johnson, CFO and CLO of AST SpaceMobile, reported changes in beneficial ownership following vesting of equity awards on 08/15/2025. The issuer certified achievement of 125% of a 75,000-PSU target93,750 Class A shares (one PSU = one share) with 31,250 shares vested immediately and the remainder scheduled to vest equally on 08/15/2026 and 08/15/2027, subject to continued service. To satisfy tax withholding obligations, 12,297 shares and 9,838 shares were withheld, representing taxes on vested PSUs and RSUs respectively. Reported beneficial ownership counts after transactions were 439,620, 427,323, and 417,485 shares across the reported lines. The filing is signed 08/19/2025.

AST SpaceMobile reported significant operational progress alongside substantial investment and financing activity. The company ended June 30, 2025 with $939.4 million of combined cash, cash equivalents and restricted cash, up from $567.5 million, and total assets of $1.881 billion driven by property and equipment of $761.6 million and $523.9 million of satellites and related construction-in-progress.

Revenue was limited at $1.2 million for the quarter ($1.9 million year-to-date) from government contract work and gateway equipment resale. Operating expenses were $74.0 million in the quarter, producing a net loss attributable to common stockholders of $99.4 million for the quarter and $145.1 million year-to-date. The company carried $503.6 million of total debt and $109.5 million of warrant liabilities, which produced a $65.0 million fair value loss in Q2. Purchase commitments totaled approximately $383.3 million plus $145.0 million to $175.0 million of future launch commitments. The filing documents ongoing in-orbit testing and successful two-way voice and video calls using Block 1 satellites and other program milestones.

AST SpaceMobile announced it has issued a press release reporting financial results for the three- and six-month periods ended June 30, 2025, and has furnished a Second Quarter 2025 business update presentation. The company states the press release and presentation are attached to this Current Report as exhibits and that the presentation may be referenced on the company’s second quarter conference call. The business update is also available on the company website. The filing itself does not include financial line items or metrics; readers are directed to the attached exhibits for the full results and supporting slides.

AST SpaceMobile (ASTS) disclosed an agreement to acquire 100% of EllioSat Ltd., holder of key ITU-priority S-Band MSS rights (1980-2010 MHz / 2170-2200 MHz) for low-Earth-orbit use. The deal price totals up to $64.5 million: $26 million at closing, $10 million on each of the 2nd and 3rd anniversaries, plus earn-outs of $16.65 million upon successful launch & in-service of an L/S satellite and $1.85 million after 90 days of continuous operation. ASTS may settle each payment in cash, Class A shares (valued at a 30-day VWAP), or a mix, and has granted the seller related registration rights.

The transaction is expected to close in 2H-25, subject to customary conditions and a drop-dead date of 30 Nov 2025 (extendable). Management issued a concurrent press release (Ex. 99.1) but provided no updated financial guidance. The spectrum adds global mid-band capacity critical to the planned SpaceMobile service and Block 2 BlueBird satellites, potentially improving service quality, regulatory moat and negotiating leverage with mobile network operators. Investors should monitor closing progress, funding choices and satellite launch timelines, as the earn-outs are tied to technical milestones.