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Pony AI (PONY) CTO Tiancheng Lou details Class A, B and RSU holdings

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
3

Rhea-AI Filing Summary

Pony AI Inc. director and CTO Tiancheng Lou filed an initial ownership report detailing his equity interests in the company. He reports indirect holdings of Class B ordinary shares through IWAY LLC and the Amber Luna Lou Irrevocable Trust, and direct and indirect holdings of Class A ordinary shares.

Each Class B ordinary share is convertible into one Class A ordinary share at any time and will automatically convert into Class A upon sale or other disposition. Lou also holds restricted stock units covering 354,167 Class A ordinary shares, granted on December 4, 2024, which vest 25% on the first anniversary of October 31, 2024, with the remaining 75% vesting in equal quarterly installments thereafter.

Positive

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Insider Lou Tiancheng
Role Chief Technology Officer
Type Security Shares Price Value
holding Class B Ordinary Shares -- -- --
holding Class B Ordinary Shares -- -- --
holding Restricted Stock Units -- -- --
holding Class A Ordinary Shares -- -- --
holding Class A Ordinary Shares -- -- --
Holdings After Transaction: Class B Ordinary Shares — 19,068,770 shares (Indirect, By IWAY LLC); Restricted Stock Units — 354,167 shares (Direct); Class A Ordinary Shares — 80,197 shares (Direct); Class A Ordinary Shares — 110,828 shares (Indirect, By IWAY LLC)
Footnotes (1)
  1. Each Class B ordinary share is convertible at any time at the option of Mr. Tiancheng Lou into one Class A ordinary share. In addition, each Class B ordinary share will be converted automatically into one Class A ordinary share upon any sale, transfer, assignment or disposition, or upon a change of beneficial ownership (subject to certain exceptions). The settlors of the trust are Mr. Tiancheng Lou and his spouse, and the beneficiary of such trust is a family member of Mr. Tiancheng Lou. Mr. Tiancheng Lou is entitled to exercise the voting rights of the Class B ordinary shares held under Amber Luna Lou Irrevocable Trust in his sole and absolute discretion pursuant to the irrevocable power of attorney signed by South Dakota Trust Company LLC. Further, Mr. Tiancheng Lou is entitled to exercise his sole power to direct the exercise of any voting and other rights attached to the trust funds held under the Amber Luna Lou Irrevocable Trust as the sole investment advisor (including the Class B ordinary shares held thereunder). Mr. Tiancheng Lou disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Restricted stock units (RSU) were granted on December 4, 2024. The vesting schedules are 25% of the total RSU granted shall vest on the first anniversary of October 31, 2024, and the remaining 75% of the total RSU granted are scheduled to vest equally with 6.25% at the 25th day of the last month of each quarter thereafter. This grant does not have an expiration date. Each restricted stock unit represents the right to receive, upon vesting, one Class A ordinary share.
SEC Form 3
FORM 3UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

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:3235-0104
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hours per response:0.5
1. Name and Address of Reporting Person*
Lou Tiancheng

(Last)(First)(Middle)
1301 PEARL DEVELOPMENT BLDG, 1 MINGZHU
1ST STREET, HENGLI TOWN, NANSHA DISTRICT

(Street)
GUANGZHOU511458

(City)(State)(Zip)

CHINA

(Country)
2. Date of Event Requiring Statement (Month/Day/Year)
03/18/2026
3. Issuer Name and Ticker or Trading Symbol
Pony AI Inc. [ PONY ]
3a. Foreign Trading Symbol
5. If Amendment, Date of Original Filed (Month/Day/Year)
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
XOfficer (give title below)Other (specify below)
Chief Technology Officer
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Class A Ordinary Shares80,197D
Class A Ordinary Shares110,828IBy IWAY LLC
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year)3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date ExercisableExpiration DateTitleAmount or Number of Shares
Class B Ordinary Shares (1) (1)Class A Ordinary Shares19,068,770(1)IBy IWAY LLC
Class B Ordinary Shares (1) (1)Class A Ordinary Shares2,020,000(1)IBy South Dakota Trust Company LLC as the trustee of Amber Luna Lou Irrevocable Trust(2)
Restricted Stock Units (3) (4)Class A Ordinary Shares354,167(5)D
Explanation of Responses:
1. Each Class B ordinary share is convertible at any time at the option of Mr. Tiancheng Lou into one Class A ordinary share. In addition, each Class B ordinary share will be converted automatically into one Class A ordinary share upon any sale, transfer, assignment or disposition, or upon a change of beneficial ownership (subject to certain exceptions).
2. The settlors of the trust are Mr. Tiancheng Lou and his spouse, and the beneficiary of such trust is a family member of Mr. Tiancheng Lou. Mr. Tiancheng Lou is entitled to exercise the voting rights of the Class B ordinary shares held under Amber Luna Lou Irrevocable Trust in his sole and absolute discretion pursuant to the irrevocable power of attorney signed by South Dakota Trust Company LLC. Further, Mr. Tiancheng Lou is entitled to exercise his sole power to direct the exercise of any voting and other rights attached to the trust funds held under the Amber Luna Lou Irrevocable Trust as the sole investment advisor (including the Class B ordinary shares held thereunder). Mr. Tiancheng Lou disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.
3. Restricted stock units (RSU) were granted on December 4, 2024. The vesting schedules are 25% of the total RSU granted shall vest on the first anniversary of October 31, 2024, and the remaining 75% of the total RSU granted are scheduled to vest equally with 6.25% at the 25th day of the last month of each quarter thereafter.
4. This grant does not have an expiration date.
5. Each restricted stock unit represents the right to receive, upon vesting, one Class A ordinary share.
Remarks:
Exhibit 24 - Power of Attorney
/s/ Tian Gao, Attorney-in-Fact for Tiancheng Lou03/18/2026
** Signature of Reporting PersonDate
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 5 (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.
* Form 3: SEC 1473 (03-26)

FAQ

What does Pony AI (PONY) CTO Tiancheng Lou report on this Form 3?

Tiancheng Lou reports his initial ownership positions in Pony AI securities. The filing lists indirect Class B ordinary share holdings through entities, direct and indirect Class A ordinary share positions, and restricted stock units that can settle in Class A ordinary shares upon vesting.

How are Pony AI (PONY) Class B ordinary shares held by Tiancheng Lou treated?

Each Class B ordinary share is convertible into one Class A ordinary share. Conversion can occur at Mr. Lou’s option at any time, and Class B shares convert automatically into Class A upon any sale, transfer, assignment, disposition, or certain changes in beneficial ownership.

What indirect holdings does Tiancheng Lou report in Pony AI (PONY)?

Lou reports indirect interests through IWAY LLC and an irrevocable trust. Class B ordinary shares and some Class A ordinary shares are held by IWAY LLC, and additional Class B shares are held by Amber Luna Lou Irrevocable Trust, where he holds voting power but disclaims full beneficial ownership beyond his pecuniary interest.

What are the terms of Tiancheng Lou’s restricted stock units in Pony AI (PONY)?

Lou’s restricted stock units were granted on December 4, 2024. Twenty-five percent vest on the first anniversary of October 31, 2024, and the remaining 75% vest in equal 6.25% installments on the 25th day of the last month of each following quarter.

What does one restricted stock unit represent for Pony AI (PONY)?

Each restricted stock unit represents a right to receive one Class A ordinary share. Upon vesting, each RSU settles in a single Class A share, aligning Mr. Lou’s compensation with Pony AI’s equity performance over the vesting schedule.

Does Tiancheng Lou fully own the trust-held Pony AI (PONY) shares?

Lou disclaims beneficial ownership of the trust-held shares beyond his pecuniary interest. The trust’s settlors are Lou and his spouse, and a family member is the beneficiary, while Lou exercises voting and other rights but does not admit full beneficial ownership of all reported shares.