STOCK TITAN

Red Cat Holdings (RCAT) CEO awarded 1M options in lieu of salary

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Red Cat Holdings, Inc. Chairman and CEO Jeffrey M. Thompson received a grant of employee stock options covering 1,000,000 shares of common stock. The options have a $6.73 exercise price and were granted in lieu of a base salary and participation in the traditional bonus plan.

The grant vests over three years: 50% on the first anniversary of the grant date, 25% on the second, and 25% on the third. Following this grant, Thompson holds options for 1,000,000 shares directly, with the options expiring on May 22, 2035.

Positive

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Insider Thompson Jeffrey M
Role Chairman of the Board, CEO
Type Security Shares Price Value
Grant/Award Employee Stock Option (right to buy) 1,000,000 $0.00 --
Holdings After Transaction: Employee Stock Option (right to buy) — 1,000,000 shares (Direct, null)
Footnotes (1)
  1. [object Object]
Option grant size 1,000,000 options Employee stock option grant to CEO on May 22, 2025
Exercise price $6.73 per share Exercise price for 1,000,000 employee stock options
Total options after grant 1,000,000 options Total derivative holdings following transaction, direct ownership
Expiration date May 22, 2035 Option expiration for 1,000,000 employee stock options
Vesting year 1 50% of grant Vests on first anniversary of grant date
Vesting years 2 and 3 25% + 25% of grant Vests on second and third anniversaries of grant date
Employee Stock Option financial
"The reporting person was granted an option to purchase up to 1,000,000 shares"
An employee stock option is a promise that lets a worker buy company shares later at a predetermined price, often after they stay for a certain period or meet performance goals — think of it like a coupon that locks in today's price for a future purchase. It matters to investors because options align employees’ incentives with company performance, can increase the number of shares outstanding (dilution) when exercised, and represent a compensation cost that affects reported profits and shareholder value.
exercise price financial
"conversion_or_exercise_price: 6.7300"
The exercise price is the fixed amount at which you can buy or sell an asset, like a stock, when using an options contract. It matters because it helps determine whether exercising the option will be profitable or not, depending on the current market price. Think of it as the set price you agree on today to buy or sell later.
vesting financial
"The option vests as follows: 50% on the first anniversary of the grant date"
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.
bonus plan financial
"in lieu of receiving a base salary and participating in the Issuers traditional bonus plan"
expiration date financial
"expiration_date: 2035-05-22T00:00:00.000Z"
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.
SEC Form 4
FORM 4UNITED 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*
Thompson Jeffrey M

(Last)(First)(Middle)
2800 S WEST TEMPLE
SUITE 5

(Street)
SOUTH SALT LAKE UTAH 84115

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Red Cat Holdings, Inc. [ RCAT ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirectorX10% Owner
XOfficer (give title below)Other (specify below)
Chairman of the Board, CEO
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/22/2025
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Employee Stock Option (right to buy)$6.7305/22/2025A1,000,000 (1)05/22/2035Common Stock1,000,000$0.001,000,000D
Explanation of Responses:
1. The reporting person was granted an option to purchase up to 1,000,000 shares of the Issuers common stock in lieu of receiving a base salary and participating in the Issuers traditional bonus plan. The option vests as follows: 50% on the first anniversary of the grant date, 25% on the second anniversary of the grant date, and 25% on the third anniversary of the grant date.
/s/ Jeffrey M. Thompson04/29/2026
** 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 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 Red Cat Holdings (RCAT) report for its CEO?

Red Cat Holdings reported its CEO Jeffrey M. Thompson received employee stock options for 1,000,000 shares. The options serve as compensation in lieu of base salary and traditional bonus participation, aligning a significant portion of his pay with future company share performance.

What is the exercise price of the new RCAT stock options granted to the CEO?

The new options granted to the CEO carry a $6.73 per share exercise price. This means he can buy Red Cat common stock at $6.73 if the options vest and are exercised before expiration, directly tying potential value to future stock prices.

How do the RCAT CEO’s 1,000,000 stock options vest over time?

The 1,000,000 options vest in three tranches over three years. Half vests on the first anniversary of the grant date, with 25% vesting on the second anniversary and the remaining 25% on the third, encouraging longer-term retention and performance.

When do the newly granted Red Cat (RCAT) CEO stock options expire?

The options granted to the CEO expire on May 22, 2035. He can exercise vested portions any time before that expiration date, subject to applicable company policies and securities rules, giving a long-dated incentive window tied to future stock performance.

Is the Red Cat CEO still receiving a base salary or traditional bonus under this arrangement?

According to the disclosure, the CEO received this option grant in lieu of base salary and participation in the traditional bonus plan. This shifts his compensation mix toward equity-based incentives instead of regular cash salary and bonus payments.