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Davidson Janine reported acquisition or exercise transactions in this Form 4 filing.
York Space Systems Inc. director Janine Davidson reported receiving a grant of 4,381 shares of Common Stock in the form of restricted stock units. These units were awarded at no cash cost per share and represent a compensation-related equity award rather than an open-market purchase.
The restricted stock units vest in full on January 30, 2027, meaning Davidson will gain full ownership of the underlying shares on that date if the vesting conditions are met. Following this grant, she holds 4,381 shares directly, reflecting her current reported equity position from this filing.
York Space Systems Inc. director Janine Davidson has filed an initial Form 3, which is a baseline disclosure of her beneficial ownership in the company’s securities. The provided data shows no reportable transactions, share holdings, or derivative positions, establishing an initial reference point for future filings.
York Space Systems Inc. appointed Janine A. Davidson, age 59, to its Board of Directors effective April 10, 2026. She will serve as a Class II director until the 2028 annual stockholders’ meeting and also joined the Board’s Audit Committee.
Her compensation includes a $70,000 annual cash retainer for board service, a $20,000 annual cash retainer for Audit Committee service, and an annual grant of RSUs valued at approximately $180,000 with one-year cliff vesting, all prorated from her appointment date. The Board increased its size to eight directors in connection with her appointment.
York Space Systems Inc. files its annual report describing a fast-growing, defense-focused space prime with proprietary satellite platforms, software and ground infrastructure. The company reports a backlog of approximately $543 million and 107 spacecraft as of December 31, 2025, reflecting demand from U.S. government customers, especially the Space Development Agency.
York highlights its vertically integrated S-CLASS, LX-CLASS, and M-CLASS platforms, its Emergent, ATLAS and Orbion acquisitions, and new manufacturing capacity designed to support high-volume production. The filing also emphasizes heavy customer concentration, cost overrun risk, substantial indebtedness, complex regulation, and identified internal-control weaknesses as key risks.
York Space Systems Inc. reported strong growth for 2025, with revenue rising 52% to $386.2M and gross profit more than doubling to $75.5M. Gross margin improved to 19.5% as program mix and fewer negative adjustments helped profitability.
The company still posted a net loss of $84.5M, but narrowed Adjusted EBITDA loss to $8.3M from $43.0M. York converted $319M of backlog into revenue and ended 2025 with $542.6M of backlog.
Liquidity strengthened significantly. As of December 31, 2025, York held $162.6M in cash and had $150M available on its revolver, and a January IPO added net proceeds of $582.6M, bringing total liquidity to $895.4M by January 31, 2026. For 2026, York guides revenue to $545M–$595M and expects to achieve positive Adjusted EBITDA.
Wallinger Dirk reported acquisition or exercise transactions in this Form 4 filing.
York Space Systems Inc. Chief Executive Officer Dirk Wallinger reported an amended equity award of 211,176 shares of Common Stock in the form of restricted stock units that vest over three years. These units were granted at a price of $0.00 per share as compensation, not a market purchase.
Following this grant, Wallinger directly holds 9,783,222 shares of Common Stock. The amendment also clarifies that 358,744 restricted shares had already been reported previously on a Form 3 and were inadvertently double-counted in the original Form 4, so this filing corrects his disclosed holdings.
York Space Systems Inc. disclosed that it signed an Agreement and Plan of Merger to acquire Orbion Space Technology, Inc. on March 6, 2026. York is purchasing all of Orbion’s outstanding equity interests using a mix of cash and 2,812,141 shares of its common stock as consideration.
The stock portion of the deal is subject to transfer restrictions under the merger agreement, meaning the new shares cannot be freely traded immediately. These shares were issued in a private transaction relying on the Section 4(a)(2) exemption from Securities Act registration, indicating the issuance did not involve a public offering.
Yellowstone Midco Holdings II, LLC (YSS) reported an equity award to its Chief Accounting Officer, Brian D. Frantz. On January 30, 2026, he was granted 10,294 shares of common stock, reported as restricted stock units that vest over three years at a stated price of $0 per share. Following this grant, he directly beneficially owns 16,000 shares of common stock.
Yellowstone Midco Holdings II, LLC director Erwin Tami A. reported two transactions in the company’s common stock dated January 30, 2026. He received 5,294 restricted stock units, which vest on the first anniversary of the grant date, at a price of $0 per unit.
On the same date, he purchased 2,941 shares of common stock at $34 per share, which represents the price to the public in the issuer’s initial public offering. After these transactions, he directly held 79,984 shares of common stock.
Yellowstone Midco Holdings II, LLC’s Chief Financial Officer, Kevin Messerle, reported receiving 80,882 shares of common stock on January 30, 2026. These were awarded at a price of $0 per share as restricted stock units that vest over three years.
Following this grant, Messerle directly holds 80,882 common shares and indirectly holds 917,437 common shares through the Messerle Joint Trust.