Form 4: Mobileye Director Eyal Desheh Granted 20,300 RSUs

Mobileye Global Inc. Director Eyal Desheh was granted 20,300 Restricted Stock Units, which are scheduled to vest on December 5, 2026.

Summary

• Eyal Desheh, a Director of Mobileye Global Inc. (MBLY), was granted 20,300 Restricted Stock Units (RSUs).
• Each RSU represents the right to receive one share of Class A common stock of Mobileye Global Inc. upon vesting.
• The grant date for these RSUs was December 5, 2025.
• The RSUs will vest 100% on the first anniversary of the grant date, which is December 5, 2026, or the next business day if that date falls on a non-business day.
• The transaction price for the acquisition of these RSUs was $0, as it represents a grant.
• Following this transaction, Eyal Desheh beneficially owns 57,628 shares of Class A Common Stock (including unvested RSUs).

Sentiment

Score: 6

Explanation: Slightly positive, as it represents standard compensation for a director, aligning interests with shareholders, with no immediate negative implications.

Positives

• The grant of 20,300 Restricted Stock Units to Director Eyal Desheh aligns his interests with those of shareholders, incentivizing long-term performance.
• This compensation package is a standard practice for retaining and motivating key board members.

Risks

• The RSUs are subject to forfeiture if the vesting conditions are not met, typically involving continued service with the company.
• Future dilution for existing shareholders will occur when these RSUs vest and convert into common stock.

Future Outlook

The granted Restricted Stock Units are scheduled to vest on December 5, 2026, converting into Class A common stock of Mobileye Global Inc. at that time, assuming continued service.

Industry Context

Equity grants, such as Restricted Stock Units, are a common form of executive and director compensation across the technology and automotive industries, particularly for companies focused on innovation like Mobileye. This practice helps align the interests of leadership with long-term shareholder value creation.

Comparison to Industry Standards

• The grant of RSUs to a director is a standard compensation practice, comparable to similar grants observed at other publicly traded technology companies such as NVIDIA, Intel, or Qualcomm, which also utilize equity-based incentives for their board members.
• The vesting schedule of 100% on the first anniversary of the grant date is a common structure for director RSU awards, aiming to provide a clear retention incentive.

Stakeholder Impact

• Shareholders: Potential minor dilution upon vesting of RSUs, but also improved alignment of director's interests with long-term company performance.
• Director (Eyal Desheh): Receives equity compensation, increasing his stake and incentivizing continued service and performance.

Next Steps

• The 20,300 Restricted Stock Units are expected to vest on December 5, 2026, converting into Class A common stock.

Key Dates

Keywords

Mobileye, MBLY, Restricted Stock Units, RSU Grant, Director Compensation, Insider Transaction, Equity Compensation