Aerovironment SEC Filings

Form 4 filing overview: On 06/18/2025, Easterly Government Properties, Inc. (ticker DEA) reported that director Emil W. Henry, Jr. received 5,499 shares of the company’s common stock under the 2024 Equity Incentive Plan. The award vests on the earlier of the first anniversary of the grant date or the next annual shareholder meeting, contingent on the director’s continued service.

Following the grant, Henry’s direct beneficial ownership rose to 28,755 shares. All share amounts are stated on a post-split basis after the 1-for-2.5 reverse split completed on 04/28/2025. The filing shows an “A” (acquired) transaction code at a reported price of $0.00, confirming the shares were granted rather than purchased on the open market.

Key takeaways for investors:

• Insider share acquisition—albeit via a stock grant—modestly increases management alignment with shareholders.
• The transaction is routine for board compensation and does not alter the company’s capital structure in a material way.
• No derivative securities were reported, and no sales or dispositions occurred.

ACRES Commercial Realty Corp. (ACR) – Form 4 filed 26 Jun 2025

10% owner Eagle Point Credit Management LLC and affiliate Eagle Point DIF GP I LLC disclosed two open-market dispositions of the issuer’s 7.875% Series D Preferred Stock. On 24 Jun 2025 they sold 2,222 shares at a weighted-average price of $22.45; on 25 Jun 2025 they sold an additional 10 shares at $22.48. Post-sale holdings stand at 845,269 Series D preferred shares, indicating only a ~0.26% reduction in that class. The reporting persons also continue to hold 1,177,060 common shares and 393,646 Series C preferred shares indirectly through private investment funds they manage.

No derivative transactions were reported. The filing reiterates that the securities are held across multiple private funds (the “Applicable Accounts”) and that the reporting persons disclaim beneficial ownership except for an indirect pecuniary interest.

AeroVironment (AVAV) has filed an 8-K/A to amend its initial May 1, 2025 report regarding the completed acquisition of BlueHalo Financing Topco. The amendment includes required financial statements and pro forma information.

Key Transaction Details:

• Acquisition closed on May 1, 2025, with BlueHalo becoming a wholly-owned subsidiary
• Financing included a $700 million term loan and $225 million draw from revolving credit facility
• Funds used to settle BlueHalo's existing debt and transaction expenses

New Financial Disclosures:

• BlueHalo's consolidated financial statements for 2023-2024
• BlueHalo's quarterly statements for Q1 2024-2025
• Unaudited pro forma combined financial information as of April 30, 2025

The pro forma information is presented for informational purposes only and may not be indicative of actual future financial position or operating results.

AeroVironment (NASDAQ:AVAV) filed a Form 4 disclosing CEO Wahid Nawabi’s June 24, 2025 equity transactions.

• 39,938 shares acquired through vesting of Performance RSUs (code M) at $0 exercise cost.
• 20,281 shares withheld (code F) at $193.28 to cover taxes, valued ≈ $3.9 million.
• Net increase: 19,657 shares; total direct ownership now 134,831 shares.
• PRSUs tied to FY22-25 performance; payout could range 0-250% of target.

No open-market sale occurred; all dispositions were tax-related, indicating continued alignment of executive and shareholder interests.

AeroVironment (NASDAQ: AVAV) filed a Form 4 disclosing insider activity by CFO Kevin P. McDonnell on 06/24/2025.

• 17,115 common shares acquired at $0 upon conversion of Performance Restricted Stock Units (PRSUs) after a three-year performance cycle (May 2022–Apr 2025).
• 7,986 shares automatically withheld and disposed of at $193.28 per share (≈$1.54 million) to cover withholding taxes (Code F).
• Net beneficial ownership now 25,288 shares, all held directly.
• The PRSU award allowed 0–250 % payout; the conversion indicates performance targets were met or exceeded.

No open-market sales were reported; the majority of the newly issued shares were retained, signalling continued equity alignment by the CFO.

AeroVironment (NASDAQ:AVAV) filed a Form 4 reporting EVP & Chief Legal Officer Melissa A. Brown’s equity activity dated 06/24/2025.

Brown converted 7,911 Performance RSUs into common shares at $0 cost, raising her direct stake to 22,586 shares. To satisfy tax-withholding, 3,242 shares were automatically sold at $193.28, reducing her post-transaction holding to 19,344 shares. The gross award equates to roughly 41 % of her final ownership and ≈ $1.5 million at current market value. No open-market purchases, option grants, or new performance awards were disclosed.

Form 4 filing overview: Director Mollie Fadule reported the complete disposition of her Landsea Homes Corporation (LSEA) common stock on 06/24/2025.

• Transaction details: 78,101 shares of common stock (par $0.0001) were tendered to Lido Merger Sub, Inc., a wholly-owned subsidiary of Lido Holdco, Inc., at a cash price of $11.30 per share under transaction code “U” (tender/other disposition).
• Post-transaction holdings: Following the tender, the director’s beneficial ownership stands at 0 shares; ownership form remains direct.
• Context: The filing indicates the shares were surrendered as part of a broader merger or tender-offer process. No derivative securities were reported.

The document is administrative in nature and does not provide broader financial metrics or operational updates for Landsea Homes. It simply confirms insider participation in the offer at the stated price and the elimination of the director’s equity stake after closing.

AeroVironment, Inc. (ticker AVAV) filed a Form 4 disclosing insider equity activity by Trace E. Stevenson, President, Autonomous Systems, on 24 June 2025.

• Performance RSU vesting: 1,702 Performance Restricted Stock Units (PRSUs) vested upon Compensation Committee certification, converting into 3,422 common shares at a stated price of $0.
• Net-settlement for taxes: 1,225 shares were automatically disposed at $193.28 per share (transaction code F) to satisfy withholding obligations.
• Post-transaction holding: Stevenson now directly owns 5,959 common shares; no derivative PRSUs remain outstanding.
• The PRSU program covered the three-year performance period 1 May 2022–30 April 2025, with payout potential of 0–250% of target, indicating performance goals were at least met.

The filing represents routine equity compensation settlement rather than an open-market purchase or discretionary sale; therefore market impact is likely limited and primarily signals that corporate performance hurdles were achieved.

AeroVironment has filed an 8-K report announcing the release of its Q4 and full-year fiscal 2025 financial results for the period ended April 30, 2025. The filing indicates two key disclosures:

• The company has issued a press release detailing their financial performance (Exhibit 99.1)
• A supplementary presentation with additional financial information has been made available (Exhibit 99.2), accessible through the company's investor relations website

The filing includes standard forward-looking statements disclaimers and specifies that the information provided, including exhibits, is being furnished under Items 2.02 and 7.01. The document is signed by Wahid Nawabi, who serves as Chairman, President and Chief Executive Officer. While specific financial figures are not disclosed in this 8-K, they are contained in the referenced exhibits.