Welcome to our dedicated page for FIREFLY AEROSPACE SEC filings (Ticker: FLY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Firefly Aerospace Inc. filings document the public-company disclosures of a space and defense technology issuer whose common stock trades on Nasdaq under the symbol FLY. Its regulatory record includes IPO registration materials, Form 8-K reports on financial results and material events, proxy disclosures, and exhibits covering executive employment, severance, and governance arrangements.
Firefly’s filings describe operating results and program activity across launch vehicles, lunar landers, orbital vehicles, and SciTec defense software. They also document capital-structure matters such as credit-agreement amendments, annual meeting and board matters, executive compensation, risk factors, and securities registered under the Exchange Act.
Ma Darren reported acquisition or exercise transactions in this Form 4 filing.
Firefly Aerospace Inc. reported that its Chief Financial Officer, Darren Ma, received a grant of 26,629 shares of Common Stock in the form of restricted stock units under the Firefly Aerospace Inc. 2025 Omnibus Incentive Plan. These RSUs were awarded at no cash cost as equity compensation.
One-third of the RSUs vest on the one-year anniversary of the grant date, with 1/12 of the RSUs vesting quarterly thereafter so that all units vest by the third anniversary, subject to his continued employment. Following this grant, Ma directly holds 260,943 shares of Common Stock.
Ferring Russell Shea reported acquisition or exercise transactions in this Form 4 filing.
Firefly Aerospace Inc. Chief Technology Officer Russell Shea reported an equity compensation grant in the form of 15,756 shares of Common Stock, represented by restricted stock units under the Firefly Aerospace Inc. 2025 Omnibus Incentive Plan. After this award, he holds 542,124 shares directly.
One-third of the RSUs vest on the one-year anniversary of the grant date, with the remaining units vesting in equal quarterly installments over the following two years, so the award is fully vested by the third anniversary, subject to his continued employment with the company.
Firefly Aerospace Inc. Chief Operating Officer Ramon Gilbert Sanchez received a grant of 18,493 shares of common stock in the form of restricted stock units under the company’s 2025 Omnibus Incentive Plan. The award has no cash exercise price and increases his direct holdings to 118,493 shares.
One-third of the RSUs vest on the first anniversary of the grant date, with 1/12 of the RSUs vesting quarterly thereafter so that the award is fully vested on the third anniversary, subject to his continued employment. This is a compensation-related equity grant rather than an open-market purchase.
Firefly Aerospace Inc. registers 11,111,116 shares of Common Stock for resale by selling securityholders received as consideration in connection with its acquisition of SciTec Innovations, LLC.
This prospectus supplement, dated March 3, 2026, updates the Form S-1 prospectus and attaches the Company’s Current Report on Form 8-K dated March 3, 2026. The supplement states the shares may be offered and sold from time to time by the named selling securityholders. The Company’s Common Stock closed at $20.92 on March 2, 2026.
Firefly Aerospace Inc. adopted a new Executive Severance Plan to create a standardized framework for severance and related benefits for designated officers and management employees. Executive officers will participate once they sign individual participation agreements.
Under the Plan, a participating executive officer whose employment is terminated by the company without Cause or who resigns for Good Reason after at least one year of service is eligible for specified cash severance, bonus-related payments and COBRA benefits, with enhanced treatment if the termination occurs within a 24‑month Change in Control Protection Period. The Plan also provides cash severance and COBRA coverage on death or Disability, along with equity award vesting acceleration in various termination scenarios, including full vesting of time‑based and performance‑based awards during the Change in Control Protection Period or upon death. Payments are conditioned on signing a release of claims, the Plan does not provide tax gross‑ups, and includes a 280G Excise Tax cut‑back or full‑pay alternative based on the executive’s better after‑tax outcome.
Emerson Christopher Plummer IV reported acquisition or exercise transactions in this Form 4 filing.
Firefly Aerospace Inc. director Emerson Christopher Plummer IV reported an equity award in the form of 3,334 restricted stock units (RSUs), representing common stock of the company. The RSUs were granted at $0.00 per unit under the Firefly Aerospace Inc. 2025 Omnibus Incentive Plan.
The filing states that these RSUs will vest on August 8, 2026, provided Plummer continues to serve the company through that date. Following this grant, he holds 3,334 shares/RSUs in direct ownership as reported in the filing.
Firefly Aerospace Inc. director Kirk Michael Konert reported an equity compensation award. He acquired 3,334 shares of common stock in the form of restricted stock units granted at a price of $0.00 per share. Following this grant, his direct holdings increased to 6,667 shares. The RSUs were issued under the Firefly Aerospace Inc. 2025 Omnibus Incentive Plan and are scheduled to vest on August 8, 2026, if he continues serving the company through that date.
Firefly Aerospace Inc. director Jonathan Donald Lusczakoski received an equity award of 3,334 restricted stock units (RSUs) representing common stock under the company’s 2025 Omnibus Incentive Plan. The award was granted at a stated price of $0.00 per unit, reflecting non-cash compensation.
The RSUs vest on August 8, 2026, if he continues serving the company through that date. Following this grant, his reported direct holdings increased to 5,556 shares/units of common stock–linked equity. This filing describes a compensation-related acquisition rather than an open-market share purchase.
McAllister Kevin G reported acquisition or exercise transactions in this Form 4 filing.
Firefly Aerospace Inc. director Kevin G. McAllister received an equity grant of 3,334 shares of common stock in the form of restricted stock units under the company’s 2025 Omnibus Incentive Plan.
The RSUs were awarded at a price of $0.00 per share as a compensatory grant, not an open-market purchase. According to the award terms, the RSUs vest on August 8, 2026, provided McAllister continues to serve the company through that vesting date. Following this grant, his reported direct holdings from this award total 3,334 shares.
Zurbuchen Thomas Hansueli reported acquisition or exercise transactions in this Form 4 filing.
Firefly Aerospace Inc. director Thomas Hansueli Zurbuchen reported receiving a grant of 3,334 shares of common stock in the form of restricted stock units under the company’s 2025 Omnibus Incentive Plan. These RSUs vest on August 8, 2026, if he continues serving the company through that date, bringing his reported direct holdings to 4,134 shares.