Welcome to our dedicated page for Joby Aviation SEC filings (Ticker: JOBY), 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.
Joby Aviation, Inc. filings document a public transportation company developing eVTOL aircraft and related air transportation services. Its Form 8-K reports include quarterly financial results and shareholder letters, material agreements, Regulation FD disclosures, auditor changes, and financing transactions. Capital-structure disclosures reference common stock, warrants, convertible senior notes, underwriting agreements, indentures, and secured property loans.
Proxy materials disclose annual meeting matters, board and committee governance, executive compensation, equity awards, and shareholder voting. Other filings describe subsidiaries and property transactions tied to Joby's operating footprint, along with formal exhibits such as loan agreements and auditor correspondence.
Joby Aviation entered into several financing deals, combining a large stock sale with a new convertible note issue. The company sold 52,863,437 common shares under an underwriting agreement, and separately issued $690,000,000 principal amount of 0.75% Convertible Senior Notes due 2032, both completed on February 2, 2026.
The notes carry a 0.75% annual interest rate, mature on February 15, 2032, and are initially convertible at 70.4846 shares per $1,000 of notes, implying a conversion price of about $14.19 per share. A capped call structure, costing approximately $63.3 million with a $22.70 per‑share cap, is designed to limit potential dilution from conversions.
To facilitate investor hedging, Joby also arranged a Delta Offering involving 5,286,343 borrowed shares short‑sold by an underwriter. Separately, the company disclosed preliminary, unaudited cash, cash equivalents and short‑term investments of $1,407.9 million as of December 31, 2025.
Joby Aviation is offering $600,000,000 of 0.75% convertible senior notes due 2032, with underwriters able to buy up to an additional $90,000,000. The notes pay 0.75% interest semi-annually and may be converted into cash, JOBY shares, or a combination at the company’s election.
The initial conversion rate is 70.4846 shares per $1,000 principal (about $14.19 per share), subject to adjustment and potential increases after certain “make-whole fundamental changes.” Joby expects net proceeds of about $582.9 million, part of a broader capital raise that includes a concurrent common stock offering and capped call transactions intended to limit dilution.
Joby Aviation is conducting a primary offering of 52,863,437 shares of common stock at $11.35 per share, raising estimated net proceeds of about $576.0 million. A 30‑day over‑allotment option allows underwriters to buy up to 7,929,515 additional shares.
Separately, Morgan Stanley, as delta underwriter, will sell 5,286,343 borrowed shares at $11.35 in a concurrent delta offering to hedge investors buying Joby’s new 0.75% convertible senior notes due 2032 in a $600,000,000 concurrent notes offering. Joby will not receive proceeds from the delta shares and will issue no new stock for that leg.
Joby expects to use the primary equity proceeds, together with existing liquidity, to fund FAA certification, manufacturing build‑out, commercial launch preparations and general corporate purposes. As of December 31, 2025, Joby preliminarily expects cash, cash equivalents and short‑term investments of approximately $1,407.9 million, highlighting a substantial capital base to support its eVTOL growth plan.
Joby Aviation, Inc. is launching an offering of convertible senior notes due 2032 alongside a concurrent common stock sale, with the offerings together anticipated to raise $1,000,000,000. The company also plans capped call transactions to limit dilution from future note conversions.
Joby reports preliminary cash, cash equivalents and short-term investments of $1,407.9 million as of December 31, 2025, to support certification, manufacturing and preparation for commercial eVTOL operations. The notes are senior unsecured, convertible into JOBY common stock under specified price and trading conditions, and may be redeemed by Joby or repurchased after certain fundamental changes.
Joby Aviation, Inc. plans a primary common stock offering alongside a concurrent offering of convertible senior notes due 2032, with aggregate proceeds from the offerings anticipated to be $1,000,000,000. A separate concurrent delta offering, run by Morgan Stanley, will involve borrowed shares to hedge certain investors in the notes and will not provide proceeds to Joby.
Joby develops piloted, all‑electric vertical take-off and landing aircraft targeting urban air taxi service, aiming to carry first passengers in 2026. As of December 31, 2025, it preliminarily expects about $1,407.9 million of cash, cash equivalents and short-term investments, and had an accumulated deficit of $2.7 billion as of September 30, 2025.
The company expects to use equity proceeds, together with existing liquidity, to fund FAA certification, manufacturing, preparation for commercial operations and general corporate purposes. The filing highlights potential dilution from this offering, future equity issuances, the Toyota and Blade transactions, and any shares issuable upon conversion of the new convertible notes, as well as stock price pressure from hedging and short-selling activity linked to the notes and capped call transactions.
Joby Aviation Chief Policy Officer Gregory Bowles reported several equity transactions. On January 12, 2026, 2,607 restricted stock units (RSUs) converted into an equal number of common shares at an exercise price of $0, increasing his direct common stock holdings to 168,951 shares and his remaining RSU balance to 5,212 units.
On January 13, 2026, he sold 894 common shares at a weighted average price of $14.83, with the filing explaining that these shares were sold to cover taxes due at RSU settlement. On January 14, 2026, he sold a further 5,383 common shares at a weighted average price of $14.72 under an approved Rule 10b5-1 trading plan. After these sales, Bowles directly owned 162,674 common shares. The RSU award is scheduled to vest in equal installments on January 12, February 9, and March 9, 2026, based on achieving specified goals and continued service.
Joby Aviation, Inc. executive Didier Papadopoulos reported RSU vesting and related share sales. On January 12, 2026, 3,664 restricted stock units converted into the same number of Joby common shares at an exercise price of $0, increasing his directly held common stock to 117,382 shares and leaving 7,325 RSUs outstanding.
On January 13, 2026, he sold 1,367 shares at $14.84 per share to cover taxes due upon the RSU settlement, and on January 14, 2026 he sold a further 804 shares at $14.53 per share under an approved Rule 10b5-1 trading plan. After these transactions, he directly owned 115,211 Joby common shares.
Joby Aviation's Chief Legal Officer and Corporate Secretary, Kate DeHoff, reported multiple equity transactions involving company stock and restricted stock units. On January 12, 2026, RSUs covering 16,065 shares and 2,960 shares were converted into common stock at an exercise price of $0, increasing her directly held common shares to 184,721.
On January 13, 2026, she sold 7,092 shares of common stock at a weighted average price of $14.84, with the filing noting this sale covered taxes due upon RSU settlement. On January 14, 2026, she sold an additional 28,260 shares at a weighted average price of $14.72 under an approved Rule 10b5-1 trading plan. Following these transactions, she directly held 149,369 shares of Joby common stock, along with remaining RSU awards that vest over time based on continued service and performance goals.
Joby Aviation, Inc. executive Bonny W. Simi reported equity transactions related to restricted stock units and a tax-related sale. On January 12, 2026, Simi acquired 3,303 shares of Joby Aviation common stock at $0.00 upon the settlement of restricted stock units. On January 13, 2026, Simi sold 1,232 shares of common stock at $14.84 per share, with the filing stating that these shares were sold to cover taxes due upon the RSU release and settlement as required by the RSU award terms. Following these transactions, Simi directly held 127,185 shares of common stock and 6,606 restricted stock units, each RSU representing the right to receive one share of common stock upon vesting.
Joby Aviation, Inc. Chief Product Officer Eric Allison reported RSU vesting and a related share sale. On January 12, 2026, 53,549 and 2,960 restricted stock units (RSUs) converted into the same number of Joby common shares at an exercise price of $0 per share. These RSUs come from awards that vest over time and, for one grant, based on the achievement of specified goals.
On January 13, 2026, Allison sold 21,493 shares of Joby common stock at $14.84 per share. According to the footnote, this sale represents shares sold to cover taxes due upon the release and settlement of the RSUs, as required by the RSU award terms. After these transactions, Allison reported beneficial ownership of 702,604 Joby common shares, along with 214,196 and 5,916 RSUs that can settle into common stock upon vesting.