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Joby Aviation (JOBY) director reports grant of 2,027 RSUs and updated holdings

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Joby Aviation director Michael N. Thompson Jr. reported an acquisition of 2,027 shares of common stock through a grant of Restricted Stock Units (RSUs). These RSUs were fully vested on the grant date and carry no purchase price, and he elected to defer receipt of the shares under the company’s Non-Employee Director Compensation Program.

After the grant, Thompson directly holds 1,577,652 shares. The filing also notes additional indirect interests: 17,130,000 shares held by Reinvent Sponsor LLC, where he may be deemed a beneficial owner only to the extent of his pecuniary interest, and 550 shares each in custodial accounts for two children, for which he disclaims beneficial ownership.

Positive

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Insider Thompson Michael N. Jr.
Role Director
Type Security Shares Price Value
Grant/Award Common Stock 2,027 $0.00 --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 1,577,652 shares (Direct); Common Stock — 17,130,000 shares (Indirect, Reinvent Sponsor LLC)
Footnotes (1)
  1. Represents Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of common stock of the Issuer. The RSUs are fully vested on the grant date. The Reporting Person elected to defer receipt of the shares in accordance with the Issuer's Non-Employee Director Compensation Program. The securities are directly held by Reinvent Sponsor LLC ("Sponsor"). The Reporting Person may be deemed a beneficial owner of securities held by Sponsor by virtue of his shared control over and indirect pecuniary interest in Sponsor. The Reporting Person disclaims beneficial ownership of the securities held by Sponsor, except to the extent of his pecuniary interest therein. Reflects shares in a custodial account for the child of the Reporting Person established pursuant to the Uniform Transfer to Minors Act, for which the Reporting Person serves as a custodian. The Reporting Person disclaims beneficial ownership of these shares.
RSU grant 2,027 shares Fully vested RSUs granted at $0.00 per share
Direct holdings after grant 1,577,652 shares Common stock directly held following RSU grant
Reinvent Sponsor LLC holdings 17,130,000 shares Common stock held by Reinvent Sponsor LLC, with Thompson having indirect pecuniary interest
Child 1 custodial account 550 shares Common stock in Uniform Transfer to Minors Act custodial account; beneficial ownership disclaimed
Child 2 custodial account 550 shares Common stock in Uniform Transfer to Minors Act custodial account; beneficial ownership disclaimed
Restricted Stock Units ("RSUs") financial
"Represents Restricted Stock Units ("RSUs"). Each RSU represents a contingent right"
Restricted stock units (RSUs) are a company promise to give an employee shares of stock (or cash equivalent) in the future, but only after certain conditions—usually staying with the company for a set time or hitting performance goals—are met. Investors watch RSUs because when they vest they increase the number of shares outstanding and can lead insiders to sell shares, affecting share price, company dilution and the true cost of employee pay.
Non-Employee Director Compensation Program financial
"elected to defer receipt of the shares in accordance with the Issuer's Non-Employee Director Compensation Program"
indirect pecuniary interest financial
"shared control over and indirect pecuniary interest in Sponsor"
Uniform Transfer to Minors Act financial
"account for the child of the Reporting Person established pursuant to the Uniform Transfer to Minors Act"
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FAQ

What did Michael N. Thompson Jr. acquire in this Joby Aviation (JOBY) Form 4?

Michael N. Thompson Jr. received 2,027 Restricted Stock Units, each representing one Joby Aviation common share. The RSUs were granted at no cost, fully vested on the grant date, and are compensation rather than an open-market stock purchase.

How many Joby Aviation shares does Michael N. Thompson Jr. hold after this grant?

Following the RSU grant, Michael N. Thompson Jr. directly holds 1,577,652 Joby Aviation common shares. The filing also reports large indirect interests through Reinvent Sponsor LLC and smaller custodial holdings for his children, though he disclaims beneficial ownership of those indirect accounts.

Are the Joby Aviation RSUs granted to Thompson immediately vested?

Yes. The filing states the Restricted Stock Units are fully vested on the grant date. Thompson elected to defer receipt of the underlying shares under Joby Aviation’s Non-Employee Director Compensation Program, affecting timing of delivery but not vesting status.

What is the price per share for the RSUs granted to Thompson at Joby Aviation?

The RSUs were granted with a per-share value of $0.00, meaning Thompson did not pay cash to receive them. This indicates a compensation award, not a market transaction, and reflects standard equity-based director compensation structure.
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Thompson Michael N. Jr.

(Last)(First)(Middle)
C/O JOBY AVIATION, INC
333 ENCINAL STREET

(Street)
SANTA CRUZ CALIFORNIA 95060

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Joby Aviation, Inc. [ JOBY ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
07/05/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock07/05/2026A2,027(1)(2)(3)A$01,577,652D
Common Stock17,130,000IReinvent Sponsor LLC(4)
Common Stock550IChild 1(5)
Common Stock550IChild 2(5)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Represents Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of common stock of the Issuer.
2. The RSUs are fully vested on the grant date.
3. The Reporting Person elected to defer receipt of the shares in accordance with the Issuer's Non-Employee Director Compensation Program.
4. The securities are directly held by Reinvent Sponsor LLC ("Sponsor"). The Reporting Person may be deemed a beneficial owner of securities held by Sponsor by virtue of his shared control over and indirect pecuniary interest in Sponsor. The Reporting Person disclaims beneficial ownership of the securities held by Sponsor, except to the extent of his pecuniary interest therein.
5. Reflects shares in a custodial account for the child of the Reporting Person established pursuant to the Uniform Transfer to Minors Act, for which the Reporting Person serves as a custodian. The Reporting Person disclaims beneficial ownership of these shares.
Remarks:
/s/ Kate DeHoff, Attorney-in-Fact for Michael Thompson07/06/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)