AeroVironment Inc SEC Filings

AeroVironment (AVAV) reported an insider transaction by its CFO on a Form 4. On 10/10/2025, the reporting person sold 998 shares of common stock, marked as code S, at a weighted average price of $399.74. The sale was effected under a Rule 10b5-1 trading plan adopted on July 11, 2025.

The filing notes sales occurred across prices ranging from $390.64 to $407.72, and indicates 19,324 shares were held indirectly following the reported transaction through the McDonnell Moore Living Trust. The reporting person disclaims beneficial ownership of any securities in which he does not have a pecuniary interest.

A Form 144 notice shows a proposed sale of securities of AeroVironment, Inc. (AVAV) through J.P. Morgan Securities LLC on 10/10/2025. The table lists 2022 as the number of units to be sold with an aggregate market value of $805,342 and 49,932,207 shares outstanding. The securities to be sold are common stock that the filing says were transferred to the seller, Kevin McDonnell, in three lots on 07/10/2025 (998 shares), 07/10/2025 (513 shares), and 07/10/2025 (511 shares), each described as transfers from Mr. McDonnell who originally acquired the shares under AeroVironment restricted stock plans on 06/26/2024, 04/04/2023, and 04/04/2021 respectively. The filing reports no securities sold in the past three months and includes the seller's certification that they do not possess undisclosed material adverse information.

AeroVironment Inc. (AVAV) reporting person Truesdell Bradley Dean (Chief Operations Officer) reported a disposition of equity on 10/05/2025. The filing shows 38 shares of common stock were disposed of under code F at a reported price of $374.64 per share as part of a net settlement to satisfy tax withholding for the vesting of previously issued restricted stock awards. After the transaction the reporting person beneficially owned 1,701 shares in a direct capacity. The filing was signed by an attorney-in-fact on 10/07/2025.

Trace E. Stevenson, President, Autonomous Systems at AeroVironment Inc. (AVAV), reported a sale of $381-priced common stock on 10/06/2025. The filing shows 1,717 shares sold and a remaining beneficial ownership of 4,907 shares after the reported transaction. The Form 4 indicates the transaction was a direct disposition by the reporting person and was signed by an attorney-in-fact on 10/06/2025. No derivatives or other transactions are disclosed.

AeroVironment, Inc. notice under Rule 144 reports a proposed sale of 1,717 shares of common stock, with an aggregate market value of $654,176.71, representing part of an outstanding 4,907 share base. The filing lists the planned approximate sale date as 10/06/2025 on NASDAQ.

The shares to be sold were originally received as compensation grants from Trace Stevenson between 06/28/2023 and 07/11/2024, in several tranches totaling the 1,717 shares. The filer also disclosed a recent sale in the past three months: 590 shares sold on 07/11/2025 for gross proceeds of $134,274.20. The signer certifies no undisclosed material adverse information and notes potential Rule 10b5-1 plan implications.

AeroVironment, Inc. reported results of its 2025 Annual Meeting of Stockholders, highlighted by stockholder approval of an amended and restated 2021 Equity Incentive Plan. The update increases the number of shares of common stock reserved for issuance under the plan by 1,200,000 shares and provides that no more than 5,000,000 shares may be issued upon the exercise of incentive stock options. No incentive stock options may be granted under the restated plan after the tenth anniversary of the Board’s approval of the plan.

Stockholders also elected four Class I directors to one‑year terms and ratified the selection of Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending April 30, 2026. In addition, stockholders approved, on an advisory basis, the compensation of the company’s named executive officers and formally approved the Restated 2021 Equity Incentive Plan.

AeroVironment, Inc. filed a Form 8-K to announce that it has released its first quarter fiscal 2026 financial results for the period ended August 2, 2025. On September 9, 2025, the company issued a press release and an investor presentation detailing these results, which are attached as Exhibits 99.1 and 99.2 and made available through its investor relations website. The filing also notes that the information is being furnished, not filed, which limits how it is treated under securities laws, and it includes customary forward-looking statement cautions referencing risks described in the company’s periodic SEC reports.

AeroVironment, Inc. reported a leadership change in its Loitering Munition Systems business. On August 25, 2025, Brett Hush resigned from his position as Executive Vice President & General Manager, Loitering Munition Systems, effective September 5, 2025.

The company states that Mr. Hush is leaving to pursue other opportunities and that his resignation is not due to any disagreement with AeroVironment regarding its policies or practices. No successor or additional management changes are described in this report.

AeroVironment reported record bookings of $1.2 billion and record revenue of $821 million for the fiscal year ended April 30, 2025, and achieved a 12% gross margin improvement year-over-year. Management completed the acquisition of BlueHalo, saying the deal expands the company into integrated solutions across air, land, sea, space and cyber and that beginning in fiscal 2026 it will report two segments: Autonomous Systems (AxS) and Space, Cyber and Directed Energy (SCDE). The company implemented Oracle Fusion ERP and is expanding manufacturing capacity, including a planned Switchblade facility near Salt Lake City that management says can support more than $1 billion in annual Switchblade revenues.

The proxy seeks votes at a remote annual meeting on September 25, 2025 (record date August 7, 2025), noting 49,932,233 shares outstanding on the record date. Stockholders are asked to elect four directors (Edward Muller, Charles Burbage, David Wodlinger and Henry Albers), ratify Deloitte & Touche LLP as auditor, vote on advisory executive compensation and approve an amended and restated 2021 Equity Incentive Plan. The filing includes a wide range of forward-looking risks, including acquisition integration, potential goodwill impairments, reliance on U.S. government funding and export controls, supply chain and cybersecurity risks. The board is majority independent (9 of 10).