Navitas (NVTS) CEO Receives 800K RSUs Vesting 2027-2029

Rhea-AI Filing Summary

Navitas Semiconductor Corp (NVTS) reporting person Chris Allexandre, who is both President & CEO and a Director, was granted 800,000 restricted stock units (RSUs) on 09/03/2025. The RSUs convert into one share of Class A common stock per vested RSU and are scheduled to vest in three equal installments on August 20, 2027, August 20, 2028 and August 20, 2029. The Form 4 shows 800,000 shares beneficially owned following the reported transaction and records a transaction price of $0, reflecting the nature of the grant. The filing was signed by an attorney-in-fact on behalf of the reporting person on 09/05/2025. The award is subject to the issuer's equity incentive plan, settlement procedures and applicable withholding for taxes.

Positive

• 800,000 RSU grant aligns the CEO/Directors compensation with shareholder interests through equity ownership
• Three-year vesting schedule (one-third each Aug 20, 2027/2028/2029) supports retention and longer-term alignment
• Immediate disclosure under Section 16 shows compliance with insider reporting requirements

Negative

• None.

Insights

Financial Analyst

TL;DR This is a standard executive equity award increasing alignment with shareholders while deferring dilution until vesting.

The grant of 800,000 RSUs to the CEO/Director is a compensation action that increases his reported beneficial ownership immediately for disclosure purposes but will only convert into tradable shares upon vesting and settlement. The zero transaction price reflects a grant rather than a market purchase. For financial modeling, these RSUs represent potential future dilution when they vest and are settled, and their staggered three-year vesting schedule ties retention to multi-year performance or tenure. The filing contains no performance conditions or acceleration clauses in the explanation provided, and it references the companys equity incentive plan and applicable withholding practices.

Corporate Governance Expert

TL;DR Routine executive RSU award with multi-year vesting; disclosure aligns with Section 16 reporting requirements.

The Form 4 discloses a standard RSU grant to a named executive officer who also serves on the board, which is common practice for aligning management incentives. Vesting in three equal annual tranches over 2027-2029 provides retention incentives. The disclosure is limited to grant mechanics and vesting schedule; it does not include additional governance details such as board approval notes, performance metrics, or change-in-control treatment. From a governance perspective, the dual role as CEO and director makes transparent reporting important to assess conflicts and compensation oversight, and the filing satisfies that transparency requirement.

SEC Form 4

FORM 4

UNITED 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
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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^*

Allexandre Chris

(Last) (First) (Middle)

C/O NAVITAS SEMICONDUCTOR CORPORATION

3520 CHALLENGER STREET

(Street)

TORRANCE CA 90503-1640

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
Navitas Semiconductor Corp [ NVTS ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	PRESIDENT AND CEO

3. Date of Earliest Transaction (Month/Day/Year)
09/03/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

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)
			Code	V	Amount	(A) or (D)	Price
Class A Common Stock	09/03/2025		A(1)		800,000	A	$0	800,000	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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Reflects grant of restricted stock units (RSUs) scheduled to vest in increments of one-third on each of August 20, 2027, 2028 and 2029. RSU vesting results in the delivery of one share of issuer common stock per vested RSU following the vesting date, before sales of settled shares (or, alternatively, the withholding of shares subject to settlement) in respect of withholding taxes incurred by the reporting person upon settlement, if applicable, and subject to the issuer's equity incentive plan and applicable policies.

Remarks:

	/s/ Rachel Roepke, attorney-in-fact	09/05/2025
	** Signature of Reporting Person	Date
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.

FAQ

What did Chris Allexandre receive according to the NVTS Form 4?

Chris Allexandre was granted 800,000 restricted stock units (RSUs) on 09/03/2025 that convert into one share per vested RSU.

When do the NVTS RSUs vest for the CEO?

The RSUs vest in three equal installments on August 20, 2027, August 20, 2028, and August 20, 2029.

How many shares does the Form 4 show beneficially owned after the transaction?

The filing reports 800,000 shares beneficially owned by the reporting person following the reported transaction.

Was there a purchase price for the RSU grant in the NVTS filing?

The transaction price is listed as $0, reflecting that this was a grant of RSUs rather than a cash purchase.

Who signed the Form 4 and when was it signed?

The Form 4 was signed by an attorney-in-fact, Rachel Roepke, on 09/05/2025 on behalf of the reporting person.