Navitas Semiconductor Corp SEC Filings

Navitas Semiconductor (NVTS) executive reported an insider transaction. The Sr. V.P., CFO & Treasurer sold 96,313 shares of Class A common stock on 11/05/2025 at $10.56 per share (Code S), leaving 891,268 shares beneficially owned, held directly.

The filing states these were “sales to cover” tax withholding from the vesting of a compensatory award, including RSUs, intended to satisfy Rule 10b5-1(c). The reporting person does not control the timing or number of shares sold under this policy.

Navitas Semiconductor (NVTS) director reported an award of 2,045 shares of Class A common stock via vested RSUs on 11/04/2025 at a stated price of $0, reflecting compensation for board service.

Following the transaction, the reporting person beneficially owns 143,282 shares directly. Additional shares are held indirectly through affiliated entities: 3,237,161 via Technology Impact Fund, L.P., and 5,944,420 via Capricorn-Libra Investment Group, LP. The reporting person is managing director of these entities and disclaims beneficial ownership except to the extent of any pecuniary interest.

Navitas Semiconductor (NVTS) reported a weaker Q3 2025. Net revenues were $10.1 million, down from $21.7 million a year ago, and the company posted a net loss of $19.2 million, or $0.09 per share. Loss from operations was $19.4 million.

For the first nine months, revenue was $38.6 million versus $65.3 million in 2024, with a net loss of $85.1 million. Cash and cash equivalents rose to $150.6 million from $86.7 million at year-end, supported by $100.0 million of gross proceeds from two at-the-market equity offerings completed in Q2. Operating cash flow for the nine months was negative $34.8 million.

The earnout liability increased to $30.9 million, creating a $0.8 million loss in Q3 and $20.7 million loss year-to-date from fair value changes. Shares outstanding were 214,939,135 Class A as of October 30, 2025. Management highlighted supplier concentration risk as TSMC plans to cease GaN production in July 2027; Navitas is collaborating with Powerchip, with initial qualification expected in Q4 2025 and mass production targeted for H1 2026.

Navitas Semiconductor Corporation (NVTS) furnished its Q3 2025 results materials. The company announced unaudited consolidated financial results for the quarter ended September 30, 2025, via a press release furnished as Exhibit 99.1. It also furnished its 3Q25 earnings call presentation as Exhibit 99.2.

The disclosures under Items 2.02 and 7.01 were furnished, not filed, and are not subject to Section 18 liabilities. They are not incorporated by reference into other filings unless specifically stated.

Navitas Semiconductor Corp (NVTS) reports a proposed sale under Rule 144 of 250,000 common shares through Goldman Sachs & Co. LLC, scheduled approximately for 09/18/2025 with an aggregate market value listed as $1,682,500. The filing shows these shares were acquired from the issuer in a public offering on 10/19/2021 and that payment was made in full on that date. The company reports 213,107,277 shares outstanding. The notice also lists related sales in the past three months: 500,000 shares by Lola's Trust and 461,332 shares by GanFast Trust, both dated 09/10/2025, with gross proceeds of $2,827,200 and $2,610,308.72, respectively.

Brian Long, a director of Navitas Semiconductor Corp (NVTS), reported the sale of 500,000 Class A common shares on 09/15/2025 at a weighted-average price of $6.1149 per share. After the sale he is shown as beneficially owning 1,715,395 shares indirectly through Atlantic Bridge III LP. The filing also reports the disposition of 22,048 shares related to unvested restricted stock units. The filer is identified as managing director of Atlantic Bridge III LP and disclaims beneficial ownership of the reported shares except for his pecuniary interest.

Navitas Semiconductor Corp (NVTS) Form 144 notice reports a proposed sale of 500,000 Class A common shares (par $0.0001) with an aggregate market value of $3,115,000, against 213,107,277 shares outstanding. The shares were originally acquired on 10/19/2021 in a registered issuance tied to a business combination, with 8,866,500 shares recorded as acquired at that time. The filing lists multiple recent sales by Atlantic Bridge III LP between 08/27/2025 and 09/11/2025, totaling five transactions that transferred substantial share blocks. The filer certifies no undisclosed material adverse information and follows Rule 144 disclosure requirements.

Navitas Semiconductor Corp (NVTS) director Brian Long reported sales of Class A common stock on September 11, 2025. The Form 4 shows 455,596 shares sold in multiple trades at prices ranging from $5.83 to $6.13, with a weighted-average sale price of $6.0498, reducing his reported beneficial ownership to 2,215,395 shares held indirectly through Atlantic Bridge III LP. An additional line shows 22,048 shares disposed, which the filing notes reflect shares underlying unvested restricted stock units. The filing was signed by attorney-in-fact Paul D. Delva on September 15, 2025.

Navitas Semiconductor Corporation (NVTS) Form 144 notice shows a proposed sale of 455,596 Class A common shares (par $0.0001) with an aggregate market value of $2,583,229.32, scheduled approximately for 09/11/2025 through broker Sparkasse Bank Malta Plc. The filing reports the shares were acquired on 10/19/2021 in a registered issuance tied to a business combination, with 8,866,500 shares originally received on that date.

The filer discloses multiple recent sales by Atlantic Bridge III LP over the past three months, including transactions on 09/10/2025 (750,000 shares, $4,381,650) and 06/12/2025 (1,026,277 shares, $8,141,147.56), among others. Total outstanding Class A shares are reported as 213,107,277. The notice includes the signer’s representation that no undisclosed material adverse information exists.