Pony AI (PONY) awards 200,000 RSUs to Vice President Mo Luyi in 2026 grant

Rhea-AI Filing Summary

Mo Luyi reported acquisition or exercise transactions in this Form 4 filing.

Pony AI Inc. reported that Vice President Mo Luyi received a grant of 200,000 restricted stock units (RSUs) on April 14, 2026. Each RSU represents the right to receive one Class A ordinary share upon vesting and is compensation, not an open-market share purchase.

The vesting schedule provides that 25% of the RSUs vest on the first anniversary of March 25, 2026, with the remaining 75% vesting in equal 6.25% installments on the 25th day of the last month of each following quarter. The grant has no expiration date, and Mo Luyi’s reported holdings after this award total 200,000 RSUs.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Mo Luyi

Role Vice President

Type	Security	Shares	Price	Value
Grant/Award	Restricted Stock Units	200,000	$0.00	--

Holdings After Transaction: Restricted Stock Units — 200,000 shares (Direct)

Footnotes (1)

1. Each restricted stock unit (RSU) represents the right to receive, upon vesting, one Class A ordinary share. RSUs were granted on April 14, 2026. The vesting schedules are 25% of the total RSU granted shall vest on the first anniversary of March 25, 2026, 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.

Key Figures

RSUs granted: 200,000 RSUs Initial vesting portion: 25% Remaining vesting portion: 75% +2 more

5 metrics

RSUs granted 200,000 RSUs Grant to Vice President Mo Luyi on April 14, 2026

Initial vesting portion 25% Vests on first anniversary of March 25, 2026

Remaining vesting portion 75% Vests in equal 6.25% quarterly installments thereafter

Quarterly vesting rate 6.25% On 25th day of last month of each quarter after first anniversary

Holdings after grant 200,000 RSUs Total RSUs reported following this transaction

Key Terms

Restricted Stock Units, RSU, Class A ordinary share, vesting, +1 more

5 terms

Restricted Stock Units financial

"security_title: "Restricted Stock Units""

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

RSU financial

"Each restricted stock unit (RSU) represents the right to receive..."

Restricted stock units (RSUs) are a form of company shares given to employees as part of their compensation, usually with certain restrictions or conditions, such as remaining with the company for a set period. When these restrictions lift, employees receive actual shares that they can sell or hold. For investors, RSUs can impact a company's stock supply and reflect the company's commitment to attracting and retaining talent.

Class A ordinary share financial

"right to receive, upon vesting, one Class A ordinary share"

A Class A ordinary share is a type of common stock a company issues that carries a specific set of rights—most often particular voting power, dividend terms, or transfer rules—distinct from other share classes. For investors it matters because those rights affect control over company decisions, how income is paid out, and how easy shares are to buy or sell; think of it like a tiered ticket that gives different access and influence at the same event.

vesting financial

"Each restricted stock unit (RSU) represents the right to receive, upon vesting, one Class A ordinary share."

Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.

expiration date financial

"This grant does not have an expiration date."

The expiration date is the deadline after which a financial contract, such as an option or a futures agreement, is no longer valid or can be exercised. It matters to investors because it determines the timeframe during which they can take action or benefit from the contract, similar to how a coupon or a food item has a limited period of usefulness. Once the expiration date passes, the contract loses its value or ability to be used.

Form 4 Insider Transactions: What Each Field Means →

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
Estimated average burden
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^*

Mo Luyi

(Last) (First) (Middle)

1301 PEARL DEVELOPMENT BLDG, 1 MINGZHU

1ST STREET, HENGLI TOWN, NANSHA DISTRICT

(Street)

GUANGZHOU 511458

(City) (State) (Zip)

CHINA

(Country)

2. Issuer Name and Ticker or Trading Symbol
Pony AI Inc. [ PONY ]

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

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Vice President

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
04/14/2026

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

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

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

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

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
Restricted Stock Units	(1)	04/14/2026		A		200,000		(2)	(3)	Class A Ordinary Shares	200,000	$0	200,000	D

Explanation of Responses:

1. Each restricted stock unit (RSU) represents the right to receive, upon vesting, one Class A ordinary share.

2. RSUs were granted on April 14, 2026. The vesting schedules are 25% of the total RSU granted shall vest on the first anniversary of March 25, 2026, 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.

3. This grant does not have an expiration date.

	/s/ Haojun Wang, Attorney-in-Fact for Luyi Mo	04/16/2026
	** 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.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transaction did Pony AI (PONY) report for Mo Luyi?

Pony AI reported a compensation grant to Vice President Mo Luyi of 200,000 restricted stock units on April 14, 2026. These RSUs convert into Class A ordinary shares as they vest under a multi-year quarterly vesting schedule, rather than being bought on the open market.

How many Pony AI (PONY) RSUs were granted to Mo Luyi and what do they represent?

Mo Luyi received 200,000 restricted stock units from Pony AI. Each RSU represents the right to receive one Class A ordinary share when it vests, effectively aligning future share ownership with continued service and the vesting conditions described in the award’s schedule and footnotes.

What is the vesting schedule for Mo Luyi’s Pony AI (PONY) RSU grant?

The RSU grant vests 25% on the first anniversary of March 25, 2026. The remaining 75% vests in equal 6.25% installments on the 25th day of the last month of each subsequent quarter, spreading vesting over multiple quarters tied to continued service.

Does Mo Luyi’s Pony AI (PONY) RSU grant have an expiration date?

The RSU grant to Mo Luyi does not have an expiration date. Instead, the award is governed by the specified vesting schedule, where portions of the 200,000 RSUs vest over time, provided the vesting conditions are satisfied, rather than expiring on a fixed future date.

How many Pony AI (PONY) RSUs does Mo Luyi hold after this transaction?

Following the reported transaction, Mo Luyi is shown holding 200,000 RSUs. These units correspond to potential future Class A ordinary shares, subject to the vesting timetable and conditions described, and reflect the full amount of this April 14, 2026 compensation award.