Mobix Labs insider report: vested options and Class B conversion details
Rhea-AI Filing Summary
Frederick C. Goerner, a director of Mobix Labs, Inc. (MOBX), reported multiple equity awards and holdings. On 09/23/2025 he was granted 46,855 Restricted Stock Units (RSUs) with a reported price of $0, bringing his reported beneficial ownership to 1,483,380 shares of Class A Common Stock (direct). The filing also shows fully vested, exercisable options to purchase 20,000 shares at $4.18 and 133,416 shares at $6.84. Additionally, the report lists 217,391 shares of Class B Common Stock convertible into Class A Common Stock; conversion occurs at the Reporting Person's option and will be automatic upon certain transfers or upon the first trading day after the seventh anniversary of the Closing Date. The Form 4 was signed by an attorney-in-fact on 09/25/2025.
Positive
- 46,855 RSUs granted on 09/23/2025, indicating alignment of the director with shareholder interests
- Options are fully vested and exercisable (20,000 at $4.18 and 133,416 at $6.84), providing clear exercise terms
Negative
- None.
Insights
TL;DR: Director received RSUs and holds convertible Class B shares; details show alignment with equity compensation.
The filing documents a standard equity grant and existing convertible and option holdings for a director. The 46,855 RSUs granted on 09/23/2025 increase the director's direct stake to 1,483,380 Class A shares. The presence of fully vested and exercisable options (20,000 at $4.18; 133,416 at $6.84) and convertible Class B shares indicates a mix of compensation and legacy shareholder class structure. The conversion mechanics for Class B to Class A are specified in the filing and include optional and automatic conversion triggers.
TL;DR: Transactions are routine insider compensation and holdings; no one-time sale or unusual disposition reported.
The Form 4 reports acquisitions and outstanding derivative instruments rather than disposals. The RSU grant was recorded at $0 in the table, consistent with award grants rather than market purchases. The options reported are described as fully vested and exercisable, which could affect potential future share issuance if exercised. No cash proceeds or sales are shown in this filing.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Class A Common Stock | 46,855 | $0.00 | -- |
| holding | Option (Right to Buy) | -- | -- | -- |
| holding | Option (Right to Buy) | -- | -- | -- |
| holding | Class B Common Stock | -- | -- | -- |
Footnotes (1)
- These Restricted Stock Units ("RSUs") were granted to the Reporting Person on September 23, 2025. These options are fully vested and exercisable. The shares of Class B Common Stock are convertible into shares of Class A Common Stock at the option of the Reporting Person, and will be automatically converted upon (i) a transfer by the Reporting Person (other than a permitted transfer) or (ii) the first trading day after the seventh anniversary date of the Closing Date (December 21, 2023). The number of shares of Class B Common Stock beneficially owned by the Reporting Person has been reduced to remove the Class B Common Stock underlying the Restricted Stock Awards granted on May 30, 2025.
