Navitas (NVTS) Director Reports Sale and RSU Disposition; 3.92M Indirect Shares

Rhea-AI Filing Summary

Brian Long, a director of Navitas Semiconductor Corp (NVTS) and managing director of Atlantic Bridge III LP, reported transactions on 09/05/2025. He sold 2,300 Class A common shares at $5.75 per share. The filing also records a disposition of 22,048 Class A shares related to unvested restricted stock units. Following the reported transactions, the filing shows 3,918,691 shares beneficially owned indirectly through Atlantic Bridge III LP. The reporting person disclaims beneficial ownership except to the extent of his pecuniary interest. The form was signed by an attorney-in-fact on 09/09/2025.

Positive

• Timely disclosure: The reporting person filed Form 4 and included an attorney-in-fact signature dated 09/09/2025.
• Clear identification of indirect ownership: The filing states the shares are held indirectly through Atlantic Bridge III LP and includes a disclaimer of beneficial ownership except for pecuniary interest.

Negative

• Insider dispositions: A director reported a sale of 2,300 shares at $5.75 and a disposition of 22,048 shares tied to unvested RSUs, which could be viewed negatively by some investors even if not large relative to total holdings.

Insights

Financial Analyst

TL;DR: Routine insider sale and RSU disposition from a director with large indirect holdings; transaction size is small relative to total holdings.

The 2,300-share sale at $5.75 is economically modest compared with the 3.9 million shares reported as indirectly owned, suggesting this transaction is likely non-material to overall ownership or control. The separate line reflecting 22,048 shares tied to unvested restricted stock units is disclosed but the filing does not provide price or proceeds for that disposition. Reporting the nature of indirect ownership and the disclaimer clarifies that economic exposure is via Atlantic Bridge III LP rather than direct beneficial ownership.

Corporate Governance Expert

TL;DR: Disclosure is compliant and transparent; the filing documents director status and indirect ownership through an investment vehicle.

The form clearly identifies the reporting person as a director and the managing director of Atlantic Bridge III LP, and includes the required explanations and signature by attorney-in-fact. The disclaimer of direct beneficial ownership is standard when holdings are through a fund. There is no indication in the filing of any change in board position or material governance event—just routine insider transactions and RSU-related activity.

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^*

LONG BRIAN

(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
	Officer (give title below)		Other (specify below)

3. Date of Earliest Transaction (Month/Day/Year)
09/05/2025

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	09/05/2025		S		2,300	D	$5.75	3,918,691	I	Atlantic Bridge III LP(1)
Class A Common Stock								22,048(2)	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. The reporting person is managing director of Atlantic Bridge III LP. The reporting person disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein.

2. Reflects shares underlying unvested restricted stock units.

Remarks:

	/s/ Rachel Roepke, attorney-in-fact	09/09/2025
	** 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 transactions did Brian Long report on Form 4 for NVTS?

The filing reports a sale of 2,300 Class A common shares at $5.75 on 09/05/2025 and a disposition of 22,048 Class A shares related to unvested restricted stock units.

How many Navitas (NVTS) shares does Brian Long beneficially own after the reported transactions?

The Form 4 shows 3,918,691 shares beneficially owned indirectly through Atlantic Bridge III LP following the reported transactions.

What is Brian Long's relationship to Navitas Semiconductor (NVTS)?

The filing lists Brian Long as a Director of Navitas Semiconductor Corp and notes he is the managing director of Atlantic Bridge III LP.

Does Brian Long claim direct beneficial ownership of the reported shares?

No. The filing states he disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest, reflecting holdings via Atlantic Bridge III LP.

When was the Form 4 signed and by whom?

The Form 4 bears the signature of Rachel Roepke, attorney-in-fact dated 09/09/2025.