Form 4: AIRO Group COO John Uczekaj Receives RSU Grant

AIRO Group Holdings, Inc. President and COO John Uczekaj was granted 2,306 restricted stock units, vesting quarterly starting October 1, 2025.

Summary

• John Uczekaj, President and COO of AIRO Group Holdings, Inc. (AIRO), received a grant of 2,306 Restricted Stock Units (RSUs) on September 15, 2025.
• Each RSU represents a contingent right to receive one share of the Issuer's common stock.
• The RSUs will vest in four equal quarterly installments, with the first installment commencing on October 1, 2025.
• Vesting is contingent upon Mr. Uczekaj's continued employment with AIRO Group Holdings, Inc. through each respective vesting date.
• Following this transaction, Mr. Uczekaj directly beneficially owns 22,336 shares of common stock.
• He also indirectly beneficially owns 323,106 shares through the JS DM Uczekaj Family Trust and 1,769 shares as community property with Diane M. Uczekaj.

Sentiment

Score: 7

Explanation: The RSU grant is a standard executive compensation event, aligning management's interests with shareholders. It's not a significant market-moving event but reflects ongoing executive incentive programs.

Positives

• The grant of Restricted Stock Units (RSUs) aligns the interests of President and COO John Uczekaj with those of shareholders, as his compensation is tied to the company's stock performance.
• The vesting schedule, contingent on continued employment, incentivizes long-term commitment and performance from a key executive.

Negatives

• The issuance of RSUs, upon vesting, will result in a minor increase in the outstanding share count, leading to slight dilution for existing shareholders.

Risks

• The vesting of the 2,306 Restricted Stock Units is subject to John Uczekaj's continued employment with AIRO Group Holdings, Inc. through each vesting date.

Future Outlook

The 2,306 Restricted Stock Units granted to John Uczekaj are scheduled to vest in four equal quarterly installments, beginning on October 1, 2025, provided he remains employed by the company.

Industry Context

The grant of Restricted Stock Units (RSUs) to a key executive like the President and COO is a common practice in the aerospace and defense industry, as well as broader public markets, to attract, retain, and incentivize top talent. This form of equity compensation aligns executive interests with long-term shareholder value creation.

Comparison to Industry Standards

• The grant of RSUs as part of executive compensation is a standard practice across various industries, including aerospace and technology.
• Companies like Boeing, Lockheed Martin, and other publicly traded firms frequently utilize similar equity-based incentives for their senior leadership.
• The specific number of units granted would typically be benchmarked against peer companies of similar size and market capitalization, considering the executive's role and performance, though specific comparable figures are not provided in this filing.

Stakeholder Impact

• Shareholders: The RSU grant aligns the President and COO's interests with shareholder value creation, potentially leading to better long-term performance. However, it also represents a minor potential for future share dilution upon vesting.
• Employees: This transaction is specific to a senior executive and does not directly impact the broader employee base, though it reflects the company's approach to executive incentives.

Next Steps

• The Restricted Stock Units will begin vesting in four equal quarterly installments starting October 1, 2025.

Key Dates

Keywords

AIRO Group Holdings, AIRO, Restricted Stock Units, RSU grant, executive compensation, John Uczekaj, insider transaction, Form 4