AST SpaceMobile filings document the development, financing, governance, and material events of a public company building a direct-to-device satellite broadband network. Its 8-K reports cover financial results, business-update materials, BlueBird satellite launch matters, and capital-structure transactions involving Class A common stock and convertible senior notes.
Proxy materials describe annual meeting voting matters, board composition, stockholder agreement rights, executive compensation, and governance practices. Registration and financing disclosures address shelf offerings, registered direct offerings, note indentures, conversion terms, risk factors, indebtedness, and the funding needs associated with satellite manufacturing and deployment.
AST SpaceMobile, Inc. received an amended Schedule 13D from Rakuten Mobile, Inc., Rakuten Group, Inc. and Hiroshi Mikitani reporting their current position in the company’s Class A common stock. The group is deemed to beneficially own 15,510,078 shares, representing 5.3% of the class, based on 292,637,039 shares outstanding as of February 26, 2026.
The filing states that a pre‑established Trading Plan has been completed and that all “Sale Shares” were sold under this plan in open‑market transactions. Between April 27 and May 5, 2026, the reporting persons executed multiple sales ranging from 70,500 to 1,800,000 shares at average prices between about $65 and $76 per share. Rakuten Group and Mr. Mikitani may be deemed beneficial owners through Rakuten Mobile but each formally disclaims beneficial ownership except for any indirect pecuniary interest.
AST SpaceMobile is asking stockholders to vote at its virtual 2026 Annual Meeting on June 12, 2026. Investors will elect 10 directors, ratify KPMG as auditor for 2026, and cast a non-binding advisory vote on executive pay.
The company highlights 2025 progress, including $70.9 million in revenue, over $1.2 billion in contracted revenue commitments, and about $2.8 billion in cash, cash equivalents and restricted cash as of December 31, 2025. Chairman and CEO Abel Avellan and his permitted transferees control about 71.6% of voting power, so AST SpaceMobile qualifies as a Nasdaq “controlled company.”
Executive compensation emphasizes performance-based incentives. Most named executives have a $250,000 base salary, annual cash bonuses tied mainly to revenue, and a mix of time-based RSUs and PSUs linked to operational, financial and capital-raising goals. Independent directors receive cash retainers plus equity awards, with 2025 stock grants valued at about $192,653 each.
Rakuten Mobile, Inc., Rakuten Group, Inc., and Hiroshi Mikitani filed an amended Schedule 13D reporting beneficial ownership of 21,020,155 shares of AST SpaceMobile Class A common stock, representing 7.2% of the class based on 292,637,039 shares outstanding as of February 26, 2026.
The filing states they have sole voting and dispositive power over these shares, with no shared power. It also lists several recent open-market sales under a Trading Plan, including 2,200,000 shares sold on April 22, 2026 at an average price of $84.6923 per share, along with additional sales on surrounding dates.
AST SpaceMobile, Inc. reported that during the New Glenn 3 mission on April 19, 2026, its Block 2 BlueBird 7 satellite was placed into a lower-than-planned orbit, making its altitude too low for sustained operations with its on-board thruster and leading to a decision to de-orbit the satellite. The satellite did separate from the launch vehicle and powered on, and the company expects the cost of BlueBird 7 to be recovered under its insurance policy. BlueBird 7 would have been the company’s eighth satellite in low Earth orbit for its planned space-based cellular broadband network. AST SpaceMobile is in production of Block 2 BlueBird satellites through BlueBird 32, with BlueBird 8 to 10 expected to be ready to ship in approximately 30 days, and it continues to expect an orbital launch every one to two months on average during 2026, targeting about 45 satellites in orbit by the end of 2026.
AST SpaceMobile’s major shareholder Rakuten Mobile has amended its ownership filing to disclose a new trading plan and recent share sales. Rakuten Mobile beneficially owns 26,080,155 shares of Class A Common Stock, representing 8.9% of the company, based on 292,637,039 shares outstanding as of February 26, 2026.
Under an April 14, 2026 trading plan with BofA Securities, Rakuten Mobile may sell up to 15,510,077 shares in open-market transactions, or about 5.3% of the outstanding Class A stock and roughly half of its holdings. Initial sales under this plan totaled 4,940,000 shares over three days at average prices between $86.2211 and $91.4194 per share.
AST SpaceMobile, Inc. received an initial ownership report showing that Rakuten Group, Inc. and its wholly owned subsidiary Rakuten Mobile, Inc. together hold 31,020,155 shares of Class A Common Stock indirectly. The shares are held of record by Rakuten Mobile, with no new buy or sell transactions reported.
Rakuten Mobile, Inc., a major shareholder of AST SpaceMobile, Inc., reported open-market sales of Class A Common Stock over two days. On April 14, it sold 1,690,000 shares at a weighted average price of $91.42 per share. On April 15, it sold an additional 1,350,000 shares at a weighted average price of $86.22 per share, for total reported sales of 3,040,000 shares. After these transactions, entities associated with Hiroshi Mikitani report indirect ownership of 27,980,155 shares of Class A Common Stock, while Mikitani and Rakuten Group, Inc. disclaim beneficial ownership except for any indirect pecuniary interest.
AST SpaceMobile, Inc. director and CFO/CLO Andrew Martin Johnson reported a tax-related share disposition tied to equity compensation. On the vesting of Restricted Stock Units representing 33,333 shares of Class A Common Stock, 12,167 shares were withheld at $82.87 per share to cover tax liabilities, resulting in a net vesting of 21,166 shares. After this withholding, he directly holds 600,318 shares of Class A Common Stock.
This event reflects routine tax withholding on stock-based compensation rather than an open-market sale.
AST SpaceMobile, Inc. Chief Operating Officer Shanti B. Gupta reported a routine tax-related share disposition. On the vesting of Restricted Stock Units representing 18,229 shares of Class A Common Stock, 8,357 shares were withheld to cover tax liabilities, leaving a net 9,872 shares vested. After this withholding, Gupta directly holds 378,705 shares of Class A Common Stock.