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Joby Aviation (NYSE: JOBY) director awarded 1,497 RSUs, reports major holdings

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

Rhea-AI Filing Summary

Thompson Michael N. Jr. reported acquisition or exercise transactions in this Form 4 filing.

Joby Aviation, Inc. director Michael N. Thompson Jr. received a grant of 1,497 Restricted Stock Units on April 5, 2026, at no cash cost. The RSUs were fully vested on the grant date, and he elected to defer receipt of the underlying shares under the company’s Non-Employee Director Compensation Program.

After this grant, he directly holds 1,556,468 common shares and has additional indirect interests, including 17,130,000 shares held by Reinvent Sponsor LLC and custodial accounts of 550 shares for each of two children, where beneficial ownership is disclaimed except for pecuniary interests.

Positive

  • None.

Negative

  • None.
Insider Thompson Michael N. Jr.
Role Director
Type Security Shares Price Value
Grant/Award Common Stock 1,497 $0.00 --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 1,556,468 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.
RSUs granted 1,497 RSUs Award of Restricted Stock Units on April 5, 2026
RSU grant price $0.0000 per share Equity award, no cash paid by director
Direct holdings after grant 1,556,468 shares Common stock directly held following RSU grant
Reinvent Sponsor LLC holdings 17,130,000 shares Common stock held by Reinvent Sponsor LLC
Child 1 custodial account 550 shares UTMA custodial account for child 1
Child 2 custodial account 550 shares UTMA custodial account for child 2
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
"in accordance with the Issuer's Non-Employee Director Compensation Program."
pecuniary interest financial
"by virtue of his shared control over and indirect pecuniary interest in Sponsor."
beneficial ownership financial
"The Reporting Person disclaims beneficial ownership of the securities held by Sponsor..."
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Uniform Transfer to Minors Act financial
"account for the child ... established pursuant to the Uniform Transfer to Minors Act..."
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)
04/05/2026
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 Stock04/05/2026A1,497(1)(2)(3)A$01,556,468D
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 Thompson04/07/2026
** 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)

FAQ

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

He received a grant of 1,497 Restricted Stock Units (RSUs) of Joby Aviation common stock. Each RSU represents a contingent right to receive one share, providing equity-based compensation aligned with shareholder interests without an immediate cash outlay.

Are the RSUs granted to Joby Aviation (JOBY) director fully vested?

Yes, the filing states the RSUs are fully vested on the grant date. This means the director’s right to receive the underlying shares is not subject to additional service or performance conditions, although actual receipt was deferred under a company program.

Did the Joby Aviation (JOBY) director pay for the 1,497 RSUs reported?

No, the RSUs were reported with a price per share of $0.0000, indicating they were a grant or award rather than an open-market purchase. This reflects standard equity compensation instead of the director buying shares on the market.

How many Joby Aviation (JOBY) shares does the director hold directly after this grant?

Following the RSU grant, the director is shown holding 1,556,468 shares of common stock directly. This direct position excludes additional indirect holdings through entities and custodial accounts disclosed separately in the same report.

What indirect Joby Aviation (JOBY) holdings are associated with Reinvent Sponsor LLC?

The filing reports 17,130,000 Joby Aviation common shares held by Reinvent Sponsor LLC. The director may be deemed a beneficial owner due to shared control and indirect pecuniary interest, but he disclaims beneficial ownership except to the extent of that pecuniary interest.

How are the Joby Aviation (JOBY) custodial accounts for the director’s children treated?

Each child’s custodial account holds 550 shares of Joby Aviation common stock under the Uniform Transfer to Minors Act, with the director as custodian. The director expressly disclaims beneficial ownership of these shares in the filing.