Mobile Infrastructure Corporation Ne SEC Filings

Form 4 disclosure: Director David Garfinkle reported purchases of Mobile Infrastructure Corp (ticker: BEEP) common stock on 08/29/2025. He acquired 2,117 shares at $3.83 per share and 463 shares at $3.85 per share, bringing his beneficial ownership to 61,276 shares (direct ownership). The filing shows no derivative transactions and is signed by Mr. Garfinkle on 09/02/2025. The form was filed as a single reporting person disclosure.

Mobile Infrastructure Corporation is paying its regular monthly dividends on two preferred stock series. The board authorized an August dividend of $4.791 per share on the Series A Preferred Stock and $4.583 per share on the Series 1 Preferred Stock. These cash dividends are expected to be paid on or about September 12, 2025.

The August dividend will go to holders of record of Series A Preferred Stock as of the close of business on August 28, 2025, and to holders of Series 1 Preferred Stock as of August 24, 2025. The company notes that any future dividends will be decided at the board’s discretion, taking into account financial condition, legal requirements, and other relevant factors.

Mobile Infrastructure Corporation furnished a press release reporting its second fiscal quarter results for the period ended June 30, 2025. The 8-K notifies investors that the press release is attached as Exhibit 99.1 and has been posted on the company’s investor relations website at https://ir.mobileit.com. The filing itself does not include the financial figures; it also lists an Interactive Data cover page as Exhibit 104 and is signed by President and Chief Executive Officer Stephanie Hogue. Investors should review the attached press release or the IR website to see the full results.

Mobile Infrastructure Corporation (ticker: BEEP) reported consolidated total assets of $405.6 million and owns 40 parking facilities across 20 U.S. markets with ~15,100 parking spaces. For the six months ended June 30, 2025, total revenues were $17.2 million with managed property revenue of $14.0 million, while net loss was $9.0 million. Interest expense rose to $9.34 million for the six-month period, driven by costs on a new $29.5 million revolving Line of Credit and refinancing activity including a $75.5 million fixed-rate CMBS loan.

Management discloses substantial doubt about the Company’s ability to continue as a going concern due to $39.5 million of debt maturing within 12 months and insufficient available liquidity, but states plans to refinance debt, sell real estate if needed, and extend or defer the Line of Credit through December 31, 2025; management concluded these plans alleviate substantial doubt. Material concentration: one operator, Metropolis, represented ~56% of revenue (ex-commercial) for the six months.

Jeffrey Osher, Director and 10% Owner of Mobile Infrastructure Corp (BEEP), reported significant insider transactions and holdings on June 28, 2025. The filing discloses the acquisition of 13,869 restricted stock units (RSUs) on June 18, 2025, which will fully vest after one year subject to continued directorship.

Osher's beneficial ownership includes:

• Direct ownership of 145,061 shares (including unvested RSUs)
• Indirect ownership through multiple entities: - 445,541 shares via O Cincy Family II - 17,801,980 shares via HSCP Strategic III L.P. - 2,154,091 shares via Harvest Small Cap Partners - 4,340,457 shares via Harvest Small Cap Partners Master

As managing member of No Street Capital LLC, Osher maintains controlling positions in various investment entities, though he disclaims beneficial ownership except for his pecuniary interests. The total indirect control amounts to approximately 24.7 million shares, representing significant influence over the company.

Mobile Infrastructure Corp (BEEP) director Danica Holley received a grant of 10,219 restricted stock units (RSUs) on June 18, 2025. The RSUs were awarded at $0 cost and will fully vest on the first anniversary of the grant date, contingent on Holley's continued service as a director.

Following this transaction, Holley beneficially owns a total of 54,870 shares, which includes the newly granted unvested RSUs. The Form 4 filing indicates this is a direct ownership position.

• Transaction Type: RSU Grant (Code A)
• Vesting Schedule: 100% after one year
• No derivative securities were involved in this transaction
• Filing was signed on June 23, 2025

Mobile Infrastructure Corp (BEEP) director Damon D. Jones received a grant of 11,679 restricted stock units (RSUs) on June 18, 2025. The Form 4 filing discloses the following key details:

• The RSUs will fully vest on the first anniversary of the grant date
• Vesting is contingent on Jones's continued service as a director
• Each RSU represents the right to receive one share of common stock
• The RSUs were granted at $0 cost to the director
• Following this transaction, Jones beneficially owns 45,013 shares, including the unvested RSUs

This equity grant appears to be part of the company's director compensation program, aligning the director's interests with shareholders through stock-based compensation with a one-year vesting requirement.

Mobile Infrastructure Corp (BEEP) director David Garfinkle received a grant of 12,409 restricted stock units (RSUs) on June 18, 2025. The RSUs represent the right to receive an equivalent number of common stock shares upon vesting.

Key details of the transaction:

• Transaction Type: RSU Grant (Acquisition)
• Purchase Price: $0
• Vesting Schedule: 100% vesting on first anniversary of grant date
• Vesting Condition: Continued service as director
• Total Beneficial Ownership: 58,696 shares (including 12,409 unvested RSUs)

This Form 4 filing indicates standard equity-based compensation for board service, aligning the director's interests with shareholders through deferred stock ownership.