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Firefly Aerospace Inc. director Marc Allen Weiser reported an equity award and updated share holdings. He received a grant of 3,334 restricted stock units (RSUs) of common stock at $0.00 per share under the company’s 2025 Omnibus Incentive Plan. These RSUs vest on August 8, 2026, if he continues to serve the company through that date. After this award, he directly holds 3,334 shares. The filing also reports indirect holdings of common stock through BGW Ventures IV, LP and RPM Ventures IV, L.P., where he exercises voting and dispositive control but disclaims beneficial ownership beyond his pecuniary interest.
Firefly Aerospace Inc. director Pamela Joyce Braden reported acquiring 3,334 shares of common stock in the form of restricted stock units granted under the company’s 2025 Omnibus Incentive Plan. These RSUs will vest on August 8, 2026, if she continues serving the company through that date. Following this award, her direct holdings total 27,586 shares of common stock.
Firefly Aerospace Inc. director Ryan Michael Boland reported an equity award and updated share holdings. He received a grant of 3,334 restricted stock units under the Firefly Aerospace Inc. 2025 Omnibus Incentive Plan. These RSUs vest on August 8, 2026, if he continues serving the company through that date.
Following this grant, he directly holds 3,334 shares tied to the RSUs and has indirect interests in common stock held by three entities: Ares Technology I LLC with 539,142 shares, Mars Technology Holdings LLC with 729,569 shares, and Lunar Technology I LLC with 1,601,440 shares. He exercises voting and dispositive control over these entities but, along with them, disclaims beneficial ownership of the indirectly reported shares except to the extent of any pecuniary interest.
Firefly Aerospace Inc. investors filed an amended Schedule 13G showing a coordinated ownership group controlling a majority of the company’s common stock. AeroEquity GP-linked funds report beneficial ownership of 58,805,752 shares, or 36.90% of the common stock, including warrant shares.
Thomas Markusic reports 12,487,089 shares, or 7.60%, through a mix of common stock and options. Mitsui & Co., Ltd. reports 5,033,121 shares, or 3.16%, and Marc Allen Weiser is attributed 4,045,252 shares, or 2.54%. Together, these reporting persons may be deemed a group holding about 80,371,214 shares, approximately 53% of Firefly’s outstanding common stock based on 159,251,122 shares.
The filing also notes limited voting proxies granted to the AE Holders in connection with Firefly’s acquisition of SciTec, LLC, intended to maintain the group’s aggregate ownership percentage after that transaction.
Firefly Aerospace is registering the resale of up to 11,111,116 shares of Common Stock issued to the SciTec sellers, valued at $555.6 million based on $50.00 per share. These shares were paid as stock consideration in the acquisition of SciTec Innovations, and any sales will be made from time to time by the selling securityholders, not by the company.
Firefly will not receive any proceeds from these sales, though it will cover registration expenses while the selling holders pay any underwriting discounts and their own costs. The SciTec holders are restricted from transferring the shares until February 7, 2026. Shares outstanding were 159,251,122 as of November 10, 2025; this is a baseline figure, not the amount being offered.
The company positions itself as a market-leading space and defense technology provider, with its Alpha launch vehicle already in orbit and the larger Eclipse vehicle in development. It recently closed the SciTec acquisition to strengthen AI-enabled defense software capabilities and add more than 475 specialized employees. Firefly is an emerging growth and controlled company, has recorded sizeable net losses and depends heavily on a small number of major and U.S. government customers, and it highlights extensive operational, budget, launch and supply-chain risks for investors to consider.
Firefly Aerospace Inc. has appointed Ramon Sanchez as its new chief operating officer, effective December 22, 2025, succeeding Dan Fermon, who stepped down from the role on December 6, 2025.
Sanchez joins after a 25-year career at The Boeing Company in senior operations roles across space, missile and commercial crew programs and is also a U.S. Army veteran. His compensation includes a $425,000 annual base salary, an annual cash bonus targeted at 50% of salary, a $42,000 cash sign-on bonus, and a $50,000 relocation allowance, with the sign-on and relocation amounts subject to repayment if his employment ends before December 22, 2026. He will also receive time-based restricted stock units vesting over three years and performance stock units tied to operational goals under the company’s 2025 Omnibus Incentive Plan.
Firefly Aerospace Inc. (FLY) reported a Form 4 for its Chief Technology Officer, who received 216,667 restricted stock units (RSUs) of common stock on September 24, 2025 under the Firefly Aerospace Inc. 2025 Omnibus Incentive Plan. The RSUs vest in four equal annual installments on September 16, 2026, 2027, 2028 and 2029, subject to continued employment with the company through each vesting date, and were reported at a price of $0 per unit. Following this grant, the officer beneficially owns 526,368 shares of common stock, which includes 18 shares that were directly owned but inadvertently left out of the Form 3 filed on August 6, 2025.
Firefly Aerospace Inc. (FLY) reported an equity award to its Chief Accounting Officer on Form 4. On 09/24/2025, the officer received 30,000 shares of common stock in the form of restricted stock units (RSUs) at a stated price of $0 per share.
The RSUs were granted under the Firefly Aerospace Inc. 2025 Omnibus Incentive Plan. They vest in four equal annual installments on September 16, 2026, 2027, 2028, and 2029, and each installment is contingent on the officer remaining employed with the company through the applicable vesting date.
Firefly Aerospace Inc. (FLY) reported an equity award to its chief financial officer on a Form 4. On 09/24/2025, the officer acquired 222,222 shares of common stock in the form of restricted stock units (RSUs) at a stated price of $0 per share under the Firefly Aerospace Inc. 2025 Omnibus Incentive Plan. After this award, the officer beneficially owns 233,546 shares of common stock directly. The RSUs vest in four equal installments on September 16, 2026, 2027, 2028 and 2029, so the officer receives the underlying shares over time, provided employment with the company continues through each vesting date.
Firefly Aerospace Inc. (FLY) reported an insider equity award for its General Counsel on a Form 4. On 09/24/2025, the officer acquired 55,556 shares of common stock through a grant of restricted stock units under the Firefly Aerospace Inc. 2025 Omnibus Incentive Plan at a stated price of $0 per share. Following this grant, the officer beneficially owned 117,714 shares of common stock in direct ownership.
The RSUs are scheduled to vest in four equal installments on each of September 16, 2026, 2027, 2028, and 2029, conditioned on the officer's continued employment with the company through each vesting date. The filing indicates it was submitted by one reporting person in the capacity of an officer serving as General Counsel.