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Mobility Global (MBGL) CLO receives converted RSU grants after S&P Global spin-off

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

Rhea-AI Filing Summary

Mobility Global Inc. reported that Chief Legal Officer Matharu Taptesh (Tasha) K. acquired common stock and related equity awards in connection with S&P Global Inc.’s pro-rata spin-off of Mobility Global. Two grants totaling 48,091 and 106,087 shares of common stock were recorded at no cash cost to the insider.

These positions reflect the conversion of S&P Global restricted stock units and performance-based units into Mobility Global restricted stock units under the 2026 Long Term Incentive Plan. The converted Mobility RSUs vest over several dates, including tranches such as 24,982 shares on December 31, 2026 and 29,210 shares on November 1, 2027, subject to prior award terms.

Positive

  • None.

Negative

  • None.
Insider Matharu Taptesh (Tasha) K.
Role Chief Legal Officer
Type Security Shares Price Value
Grant/Award Common Stock 106,087 $0.00 --
Grant/Award Common Stock 48,091 $0.00 --
Holdings After Transaction: Common Stock — 110,774 shares (Direct, null)
Footnotes (1)
  1. On July 1, 2026, S&P Global Inc. ("S&P Global") completed a pro-rata spinoff distribution ("Spin-Off") of all of its shares of Issuer common stock to the holders of record of S&P Global's common stock on June 15, 2026 (the "Record Date"). In connection with the Spin-Off, pursuant to the terms of the Employee Matters Agreement, dated as of June 30, 2026, by and between S&P Global and the Issuer and the anti-dilution adjustment provisions under the applicable S&P Global equity incentive plans, certain restricted stock units and performance-based restricted stock units with respect to S&P Global common stock ("S&P Global RSUs" and "S&P Global PSUs", as applicable) were equitably adjusted and converted into restricted stock units with respect to Issuer common stock ("Mobility RSUs"), based on the quotient of (i) the one-day volume weighted average price ("VWAP") of S&P Global common stock on June 30, 2026 and (ii) the one-day VWAP of Issuer common stock on July 1, 2026 (such adjustment, the "Equity Award Conversion"). Represents the grant of Mobility RSUs upon the conversion of S&P Global RSUs held by the Reporting Person as of immediately prior to the Spin-Off pursuant to the Equity Award Conversion. The Mobility RSUs were granted pursuant to the Issuer's 2026 Long Term Incentive Plan (the "Mobility Plan") and are generally subject to the same terms and conditions as applied to the corresponding S&P Global RSUs. The Mobility RSUs are subject to vesting as follows: (i) 3,630 are scheduled to vest in substantially equal installments on each of December 31, 2026 and December 31, 2027, (ii) 2,298 are scheduled to vest in full on December 31, 2026, (iii) 24,982 are scheduled to vest in full on September 1, 2026, (iv) 29,210 are scheduled to vest in full on November 1, 2027, and (v) 45,967 are scheduled to vest in substantially equal installments on each of March 1, 2027, March 1, 2028 and March 1, 2029, in each case, subject to the terms of each applicable S&P Global award agreement. Includes shares of Issuer common stock received in connection with the Spin-Off in respect of shares of S&P Global common stock held as of the Record Date. Represents the grant of Mobility RSUs upon the conversion of S&P Global PSUs held by the Reporting Person as of immediately prior to the Spin-Off pursuant to the Equity Award Conversion, with the applicable performance goals deemed achieved at actual performance levels through July 1, 2026. The Mobility RSUs were granted pursuant to the Mobility Plan and are generally subject to the same terms and conditions as applied to the corresponding S&P Global PSUs (except that any performance conditions have been waived). The Mobility RSUs are subject to vesting as follows: (i) 31,430 are scheduled to vest in full on December 31, 2026, and (ii) 16,661 are scheduled to vest in full on December 31, 2027, in each case, subject to the terms of each applicable S&P Global award agreement.
Common stock grant 1 48,091 shares Grant/award acquisition of common stock at $0.00 per share
Common stock grant 2 106,087 shares Grant/award acquisition of common stock at $0.00 per share
Holdings after transaction line 1 158,865 shares Total common stock held following first acquisition entry
Holdings after transaction line 2 110,774 shares Total common stock held following second acquisition entry
RSUs vesting September 1, 2026 24,982 units Mobility RSUs scheduled to vest in full on December 31, 2026
RSUs vesting November 1, 2027 29,210 units Mobility RSUs scheduled to vest in full on November 1, 2027
RSUs vesting December 31, 2026 (PSUs) 31,430 units Converted from S&P Global PSUs, vesting in full on December 31, 2026
RSUs vesting December 31, 2027 (PSUs) 16,661 units Converted from S&P Global PSUs, vesting in full on December 31, 2027
pro-rata spinoff distribution financial
"S&P Global Inc. completed a pro-rata spinoff distribution of all of its shares of Issuer common stock"
restricted stock units financial
"certain restricted stock units and performance-based restricted stock units with respect to S&P Global common stock"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
performance-based restricted stock units financial
"Represents the grant of Mobility RSUs upon the conversion of S&P Global PSUs held by the Reporting Person"
Performance-based restricted stock units are a type of employee equity award that converts into company shares only if predefined financial or operational targets are met over a set period. Think of it like a bonus check that becomes stock only when specific goals are hit; it ties pay to results, aligning managers’ incentives with shareholders. Investors care because these awards affect future share count, executive incentives, and signal how management’s success will be measured and rewarded.
volume weighted average price ("VWAP") financial
"based on the quotient of (i) the one-day volume weighted average price ("VWAP") of S&P Global common stock"
VWAP, or volume weighted average price, shows the average price at which a stock has traded throughout the day, giving more importance to prices where more shares were bought or sold. It helps traders see the overall market trend and decide if a stock is fairly valued, much like finding the average speed of a car by giving more weight to the times when it traveled faster or slower.
Equity Award Conversion financial
"such adjustment, the "Equity Award Conversion""
Long Term Incentive Plan financial
"The Mobility RSUs were granted pursuant to the Issuer's 2026 Long Term Incentive Plan"
A long term incentive plan is a company program that awards executives and key employees bonuses—often in stock, options, or cash—only if the business meets multi-year performance goals. It links management pay to company results—like tying a coach’s bonus to a team’s multi-season record—so investors monitor it for how leaders are motivated, potential share dilution, and signals about the company’s long-term priorities.
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FAQ

How many Mobility Global (MBGL) shares were granted in the reported Form 4?

The Form 4 shows two acquisition entries of common stock: 48,091 shares and 106,087 shares, each at a price of $0.00 per share. These entries reflect equity award conversions rather than open-market purchases, and are tied to the spin-off from S&P Global and related incentive plan adjustments.

How are the converted Mobility Global (MBGL) RSUs scheduled to vest?

The converted Mobility RSUs vest in multiple tranches on specific dates. Examples include 24,982 shares vesting in full on September 1, 2026 and 29,210 shares vesting in full on November 1, 2027, with additional installments through March 1, 2029, subject to prior award terms.

What is the connection between S&P Global and Mobility Global (MBGL) in this Form 4?

S&P Global completed a pro-rata spin-off of all Mobility Global common stock to its shareholders of record. In connection with this spin-off, S&P Global equity awards held by the reporting person were equitably adjusted and converted into Mobility Global restricted stock units using relative volume weighted average prices.

Were any performance conditions retained on the converted Mobility Global (MBGL) RSUs?

For awards converted from S&P Global performance-based restricted stock units, performance goals were deemed achieved at actual levels through July 1, 2026. After conversion, these units became Mobility Global RSUs with performance conditions waived, while remaining generally subject to the original S&P Global award agreements’ terms.
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*
Matharu Taptesh (Tasha) K.

(Last)(First)(Middle)
5860 TRINITY PARKWAY, SUITE 600

(Street)
CENTREVILLE VIRGINIA 20120

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Mobility Global Inc. [ MBGL ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Chief Legal Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
07/01/2026
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 Stock07/01/2026(1)(2)A106,087(3)A(3)110,774(4)D
Common Stock07/01/2026(1)(2)A48,091(5)A(5)158,865(4)D
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. On July 1, 2026, S&P Global Inc. ("S&P Global") completed a pro-rata spinoff distribution ("Spin-Off") of all of its shares of Issuer common stock to the holders of record of S&P Global's common stock on June 15, 2026 (the "Record Date").
2. In connection with the Spin-Off, pursuant to the terms of the Employee Matters Agreement, dated as of June 30, 2026, by and between S&P Global and the Issuer and the anti-dilution adjustment provisions under the applicable S&P Global equity incentive plans, certain restricted stock units and performance-based restricted stock units with respect to S&P Global common stock ("S&P Global RSUs" and "S&P Global PSUs", as applicable) were equitably adjusted and converted into restricted stock units with respect to Issuer common stock ("Mobility RSUs"), based on the quotient of (i) the one-day volume weighted average price ("VWAP") of S&P Global common stock on June 30, 2026 and (ii) the one-day VWAP of Issuer common stock on July 1, 2026 (such adjustment, the "Equity Award Conversion").
3. Represents the grant of Mobility RSUs upon the conversion of S&P Global RSUs held by the Reporting Person as of immediately prior to the Spin-Off pursuant to the Equity Award Conversion. The Mobility RSUs were granted pursuant to the Issuer's 2026 Long Term Incentive Plan (the "Mobility Plan") and are generally subject to the same terms and conditions as applied to the corresponding S&P Global RSUs. The Mobility RSUs are subject to vesting as follows: (i) 3,630 are scheduled to vest in substantially equal installments on each of December 31, 2026 and December 31, 2027, (ii) 2,298 are scheduled to vest in full on December 31, 2026, (iii) 24,982 are scheduled to vest in full on September 1, 2026, (iv) 29,210 are scheduled to vest in full on November 1, 2027, and (v) 45,967 are scheduled to vest in substantially equal installments on each of March 1, 2027, March 1, 2028 and March 1, 2029, in each case, subject to the terms of each applicable S&P Global award agreement.
4. Includes shares of Issuer common stock received in connection with the Spin-Off in respect of shares of S&P Global common stock held as of the Record Date.
5. Represents the grant of Mobility RSUs upon the conversion of S&P Global PSUs held by the Reporting Person as of immediately prior to the Spin-Off pursuant to the Equity Award Conversion, with the applicable performance goals deemed achieved at actual performance levels through July 1, 2026. The Mobility RSUs were granted pursuant to the Mobility Plan and are generally subject to the same terms and conditions as applied to the corresponding S&P Global PSUs (except that any performance conditions have been waived). The Mobility RSUs are subject to vesting as follows: (i) 31,430 are scheduled to vest in full on December 31, 2026, and (ii) 16,661 are scheduled to vest in full on December 31, 2027, in each case, subject to the terms of each applicable S&P Global award agreement.
/s/ Taptesh (Tasha) K. Matharu07/06/2026
** 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)