SCHEDULE: Semenikhin Discloses 8.7% Stake in Jet.AI Inc.

Vladimir Semenikhin has disclosed an 8.7% beneficial ownership stake in Jet.AI Inc., citing belief in undervaluation and potential for strategic engagement.

Summary

• Vladimir Anatolevich Semenikhin has acquired 3,950,000 shares of Jet.AI Inc. common stock.
• This represents approximately 8.7% of the outstanding shares, based on 45,478,249 shares reported outstanding on January 28, 2026.
• The aggregate purchase price for these shares was approximately $1.6 million, funded by Semenikhin's personal funds.
• Semenikhin believes Jet.AI Inc. shares may be undervalued relative to its assets, financial position, and prospects.
• He intends to engage in discussions with Jet.AI Inc. management and board on matters such as capital allocation, financing, corporate governance, and management compensation.
• Semenikhin may also consider seeking board representation or other means to influence the company's policies and strategic direction.
• Past transactions include purchases on January 13, 2026 (1,774,000 shares at $0.41) and January 14, 2026 (1,790,016 shares at $0.485), a sale on January 15, 2026 (164,016 shares at $0.47), and a purchase on February 2, 2026 (550,000 shares at $0.18).

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive development, as a significant investor is taking a substantial stake and intends to engage with management to unlock value, suggesting potential for positive strategic shifts.

Positives

• A significant investor, Vladimir Anatolevich Semenikhin, has taken an 8.7% stake in Jet.AI Inc., indicating confidence in the company's potential.
• The investor believes the shares may be undervalued, suggesting potential upside.
• Semenikhin intends to engage with management on improving capital allocation, financing, and corporate governance, which could lead to positive strategic changes.

Negatives

• The investor's recent transactions show a sale of 164,016 shares at $0.47 on January 15, 2026, and a subsequent purchase of 550,000 shares at a significantly lower price of $0.18 on February 2, 2026, which could indicate price volatility or a re-evaluation of entry points.
• The filing explicitly states there is no assurance that any such efforts will be successful, if pursued, and even should representation be achieved that any progress will be achieved on the strategic initiatives above, highlighting uncertainty in the investor's ability to influence change.

Risks

• There is no assurance that the investor's efforts to engage with management or seek board representation will be successful.
• If engagement is not productive, the investor may consider other actions, including disposing of shares or a possible tender offer, which could introduce uncertainty or volatility.
• The investor may reevaluate his investment at any time and acquire additional shares, dispose of some or all shares, or take other actions depending on market conditions, liquidity needs, and company developments.

Future Outlook

The reporting person may engage in discussions with management and the board regarding capital allocation, financing activities, corporate governance, and management compensation. He may also consider seeking board representation or other means of influencing the Issuer's policies and strategic direction. There is a possibility of a tender offer or other transaction involving the Issuer's securities if engagement is not productive. The investor may also acquire additional shares or dispose of existing shares based on market conditions and company developments.

Industry Context

StockSavvy.ai notes that significant individual investor stakes, particularly those indicating potential undervaluation and a desire for strategic engagement, are common in the aviation technology sector, which often features emerging companies with high growth potential but also significant capital requirements and governance challenges. Such filings can signal a belief in long-term value despite short-term volatility.

Comparison to Industry Standards

• This filing does not provide specific financial results or operational data for direct comparison to industry benchmarks or comparable companies. It primarily details an investor's stake and intentions.

Corporate Governance

Stakeholder Impact

• Shareholders: Potential for increased share price if the investor's belief in undervaluation proves correct and strategic engagement leads to value creation. Could also introduce volatility if the investor disposes of shares or pursues aggressive actions.
• Management/Board: Will likely face increased scrutiny and engagement from a significant shareholder, potentially leading to changes in strategy or operations.

Next Steps

• The reporting person may engage in discussions with Jet.AI Inc. management and board regarding capital allocation, financing, corporate governance, and management compensation.
• The reporting person may consider seeking board representation or other means of influencing the Issuer's policies and strategic direction.
• If engagement is not productive, the reporting person may consider other actions, including a possible tender offer or other transactions.
• The reporting person may acquire additional shares or dispose of existing shares depending on market conditions and company developments.

Key Dates

Recommendation

The disclosure of a significant 8.7% stake by an investor who believes the shares are undervalued and intends to engage with management on strategic matters introduces a potential catalyst for value creation. However, the investor's recent trading activity, including a sale at a higher price and a subsequent purchase at a much lower price, suggests volatility. The stated uncertainty regarding the success of the investor's influence efforts also warrants caution. Therefore, a "hold" recommendation is appropriate, awaiting further developments from the investor's engagement with Jet.AI Inc. and clearer indications of strategic direction or financial performance improvements.

Keywords

Jet.AI Inc., Schedule 13D, Vladimir Semenikhin, Beneficial Ownership, Shareholder Activism, Investment, Corporate Governance, Capital Allocation, Aviation Technology, Undervalued Stock