4/A: Navitas Director Amends Ownership, Corrects Share Count

Sentiment:

Insider Transaction Amendment 10 December 2025 6:00 PM

📋All filings for Navitas Semiconductor CORP

Navitas Semiconductor Director Brian Long filed an amended Form 4 to correct an overstatement of 10,000 beneficially owned shares and report recent stock sales.

Summary

Brian Long, a Director of Navitas Semiconductor Corp (NVTS), filed an amended Form 4 (Form 4/A) to correct an inadvertent overstatement of 10,000 beneficially owned shares.
This overstatement affected multiple prior Form 4 filings, specifically on June 13, 2025, August 8, 2025, August 29, 2025, September 9, 2025, September 11, 2025, September 15, 2025, September 16, 2025, December 1, 2025, and December 3, 2025.
The amendment also reports the sale of 2,756,609 shares of Class A Common Stock on June 4, 2025, at a weighted-average price of $6.5932 per share, sold indirectly through Atlantic Bridge III LP.
An additional 198,900 shares of Class A Common Stock were sold on June 4, 2025, at a weighted-average price of $6.8657 per share, also indirectly through Atlantic Bridge III LP.
Furthermore, 31,460 shares of Class A Common Stock were sold directly on June 5, 2025, at a price of $6.83 per share.
Following these transactions and the correction, Brian Long's beneficial ownership stands at 6,109,891 shares indirectly through Atlantic Bridge III LP and 0 shares directly.

Sentiment

Score: 5

Explanation: The filing is a routine amendment to correct a past reporting error and disclose insider stock sales. It does not contain information that significantly alters the company's fundamental outlook.

Negatives

An inadvertent overstatement of 10,000 beneficially owned shares was identified, requiring an amendment to correct past reporting.
Director Brian Long executed significant sales of Class A Common Stock, totaling 2,986,969 shares across three transactions in early June 2025.

Risks

The need for an amendment to correct an overstatement of beneficially owned shares highlights a risk of reporting inaccuracies in insider transaction disclosures.

Future Outlook

Industry Context

Corporate Governance

Change Type	Description	Effective Date	Impact Assessment
Reporting Correction	Amendment filed to correct an inadvertent overstatement of 10,000 beneficially owned shares by a director, impacting multiple prior Form 4 filings.	12/10/2025	Enhances accuracy of insider ownership disclosures, reinforcing transparency in corporate governance.

Related Party Transactions

Sales of 2,756,609 and 198,900 shares of Class A Common Stock were conducted indirectly through Atlantic Bridge III LP, where the reporting person, Brian Long, serves as a managing director.

Stakeholder Impact

Shareholders: Provides updated and corrected information on director ownership and recent insider sales, enhancing transparency.
Regulatory Authorities: Demonstrates compliance with SEC reporting requirements by correcting previous errors.

Key Dates

Date	Description
06/04/2025	Sale of 2,756,609 Class A Common Stock shares by Atlantic Bridge III LP.
06/04/2025	Sale of 198,900 Class A Common Stock shares by Atlantic Bridge III LP.
06/05/2025	Sale of 31,460 Class A Common Stock shares directly.
06/05/2025	Date of Original Form 4 filing (for the amendment).
06/13/2025	Subsequent Form 4 filing affected by the overstatement.
08/08/2025	Subsequent Form 4 filing affected by the overstatement.
08/29/2025	Subsequent Form 4 filing affected by the overstatement.
09/09/2025	Subsequent Form 4 filing affected by the overstatement.
09/11/2025	Subsequent Form 4 filing affected by the overstatement.
09/15/2025	Subsequent Form 4 filing affected by the overstatement.
09/16/2025	Subsequent Form 4 filing affected by the overstatement.
12/01/2025	Subsequent Form 4 filing affected by the overstatement.
12/03/2025	Subsequent Form 4 filing affected by the overstatement.
12/10/2025	Signature date of the amended Form 4.

Recommendation

hold

This filing is primarily a correction of a minor reporting error and a disclosure of routine insider stock sales. It does not provide new fundamental information about Navitas Semiconductor's operations, financial performance, or strategic direction that would warrant a change in investment thesis. Investors should continue to hold based on existing company fundamentals.

Keywords

Navitas Semiconductor, NVTS, Form 4/A, insider trading, stock sale, beneficial ownership, director, Brian Long, Atlantic Bridge III LP

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