Form 4: MOBIX LABS Director Acquires 39,166 Shares

MOBIX LABS Director Frederick C. Goerner reported the acquisition of 39,166 Class A Common Stock Restricted Stock Units.

Summary

• Frederick C. Goerner, a Director of MOBIX LABS, INC. (MOBX), acquired 39,166 shares of Class A Common Stock in the form of Restricted Stock Units (RSUs) on November 25, 2025.
• These RSUs were granted at a price of $0.00 per share and are scheduled to vest on January 1, 2026.
• Following this transaction, Mr. Goerner directly beneficially owns 1,522,546 shares of Class A Common Stock.
• Mr. Goerner also holds derivative securities including 20,000 options to buy Class A Common Stock at $4.18, expiring August 10, 2030, and 133,416 options at $6.84, expiring April 4, 2032, both of which are fully vested and exercisable.
• Additionally, Mr. Goerner holds 217,391 shares of Class B Common Stock, convertible into Class A Common Stock at his option or automatically upon certain conditions, including the first trading day after the seventh anniversary of the Closing Date (December 21, 2023).

Sentiment

Score: 7

Explanation: The acquisition of Restricted Stock Units by a director, as part of compensation, generally indicates continued alignment of management interests with shareholders and is viewed as a neutral to slightly positive signal regarding insider confidence.

Positives

• A director's acquisition of Restricted Stock Units (RSUs) aligns their interests with those of shareholders, indicating continued commitment to the company.
• Existing stock options held by the director are fully vested and exercisable, providing potential future upside.

Future Outlook

The 39,166 Restricted Stock Units granted to Director Frederick C. Goerner are scheduled to vest on January 1, 2026, which will increase his direct beneficial ownership of Class A Common Stock.

Industry Context

This Form 4 filing details an insider transaction related to director compensation. Such filings are routine disclosures and typically reflect standard equity incentive plans designed to align management and director interests with long-term shareholder value, rather than indicating specific industry trends or competitive positioning.

Stakeholder Impact

• Shareholders: The grant of RSUs to a director helps align management's long-term interests with shareholder value, potentially fostering more responsible governance and strategic decisions.

Next Steps

• The 39,166 Restricted Stock Units will vest on January 1, 2026, at which point they will become fully owned shares of Class A Common Stock.

Key Dates

Keywords

MOBIX LABS, MOBX, Form 4, Insider Ownership, Restricted Stock Units, Equity Compensation, Director Stock Acquisition, Beneficial Ownership