NVTS Form 4: 22,048 RSUs to Director; Atlantic Bridge III LP Holds 4.42M Shares

Rhea-AI Filing Summary

Brian Long, a director of Navitas Semiconductor Corp (NVTS), was granted an annual non-employee director award of 22,048 restricted stock units (RSUs) on 08/06/2025 under the company’s 2021 Equity Incentive Plan. Each RSU represents the right to receive one share of Class A common stock upon vesting. The RSUs will vest in full immediately before the issuer’s 2026 annual stockholders’ meeting if Long continues to serve as a director and the meeting occurs within 30 days of the first anniversary of the 2025 meeting; otherwise the RSUs vest one year after the grant date. The filing also reports 4,420,991 shares held indirectly by Atlantic Bridge III LP, where Long is managing director; he disclaims beneficial ownership except to the extent of his pecuniary interest.

Insights

Financial Analyst

TL;DR: Routine director equity award of 22,048 RSUs; indirect holding of 4.42M shares noted; transaction appears compensatory and not materially dilutive.

The Form 4 records a standard annual non-employee director grant of 22,048 RSUs under the issuer's equity plan, with zero cash price and vesting tied to continued service and the next annual meeting schedule. Each RSU converts to one share on vesting, creating future issuance risk but this award size appears typical for director compensation and is unlikely to be material to capitalization on its own. The filing separately discloses 4,420,991 shares held by Atlantic Bridge III LP, with the reporting person identified as managing director and disclaiming beneficial ownership except for pecuniary interest. Overall, the disclosure is procedural compensation reporting rather than a corporate governance change or major transaction.

Corporate Governance Expert

TL;DR: Annual RSU grant aligns director pay with equity ownership; vesting conditions are standard and disclosure of indirect holdings is appropriate.

The submission documents a customary board compensation mechanism: an annual restricted stock unit grant under the 2021 Equity Incentive Plan that vests based on continued service and meeting timing. The vesting clause tying acceleration to the timing of the annual meeting is explicitly disclosed and follows common practice to avoid premature vesting. The report also clarifies the reporting person’s role as managing director of Atlantic Bridge III LP and includes a disclaimer of beneficial ownership except to the extent of pecuniary interest, which is an important governance disclosure. Impact to shareholders is informational and routine.

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

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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)
08/06/2025

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	08/06/2025		A		22,048(1)	A	$0	22,048	D
Class A Common Stock								4,420,991	I	Atlantic Bridge III LP(2)

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 shares underlying an annual award of restricted stock units ("RSUs") granted for the 2025-2026 board term under the issuer's non-employee director compensation program and the Navitas Semiconductor Corporation 2021 Equity Incentive Plan (the "Plan"). Each RSU represents the reporting person's right to receive one share of Class A Common Stock of the issuer following the vesting date in accordance with the Plan and subject to applicable issuer policies. The RSUs will vest in full immediately before the issuer's 2026 annual stockholders' meeting, subject to the reporting person's continued service as a director at that time, and provided such meeting is within 30 days of the first anniversary of the 2025 annual stockholders' meeting (otherwise the RSUs will vest one year after the grant date).

2. 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.

Remarks:

	/s/ Paul D. Delva, attorney-in-fact	08/08/2025
	** 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 RSU award did Navitas (NVTS) director Brian Long receive?

The filing shows Brian Long was granted 22,048 restricted stock units (RSUs) on 08/06/2025 under the company’s 2021 Equity Incentive Plan.

When do the 22,048 RSUs awarded to Brian Long vest?

The RSUs will vest in full immediately before the issuer’s 2026 annual stockholders’ meeting if Long remains a director and the meeting occurs within 30 days of the first anniversary of the 2025 meeting; otherwise they vest one year after the grant date.

Did Brian Long pay for the RSUs?

The RSUs were granted at a reported price of $0, indicating they were awarded as compensation rather than purchased.

What indirect holdings are disclosed in the Form 4 for NVTS?

The filing reports 4,420,991 shares held indirectly by Atlantic Bridge III LP, and states Brian Long is managing director of that entity while disclaiming beneficial ownership except to his pecuniary interest.

What is Brian Long's relationship to Navitas Semiconductor?

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