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8-K ·Filed Oct 20, 2026

ASTS

AST SpaceMobile, Inc.
NEUTRAL
Impact 2/10
Horizonmonths Processed6d 15h ago SEC0001493152-26-047766
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

Routine executive compensation filing with no change in officer status or unexpected terms. Monitor next quarterly filing for any material changes in equity grant levels or performance targets.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled — T+1d
ASTS ▼ -5.21% at T+1d
NEUTRAL call -5.21% · α vs SPY -4.03% · entry $40.90 → $38.77
Next anchor: T+5d due just now
Latest observation: T+2 +4.40% FF3 residual α
Entry = T+0 close
Oct 20, 2026
via day close
T+1d
-5.21%
call -5.21% · α -4.03%
$38.77
settled 6d ago
T+5d
Pending
due just now
T+20d
Pending
in 21d
T+60d
Pending
in 3mo

Price Chart

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Executive Summary

AST SpaceMobile entered into a new 3-year executive employment agreement with CFO/CLO Andrew M. Johnson, effective October 14, 2026, superseding his prior agreement. The agreement sets a minimum base salary of $250,000, eligibility for annual performance bonuses and RSU awards, and standard severance provisions. This is a routine compensation arrangement for a continuing executive officer with no departure or red flags.

Key Facts

  • 3-year initial term beginning October 14, 2026, with automatic one-year renewals
  • Minimum annual base salary of $250,000, subject to Compensation Committee review
  • Eligible for annual performance bonus and time/performance-based RSU awards under the 2024 Incentive Award Plan
  • Severance: 12 months base salary, earned bonus, COBRA subsidy, and accelerated RSU vesting on qualifying termination
  • Mr. Johnson remains bound by existing confidentiality, invention assignment, and non-competition covenants
  • Also covered by the Senior Management Change of Control Severance Policy

Financial Impact

No material financial impact disclosed; base salary of $250,000 is consistent with prior arrangements

Risk Factors

  • No material risks identified from this filing

Investment Themes

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001493152-26-047766
Document: 0001493152-26-047766-index-headers.html0001493152-26-047766
Document: 0001493152-26-047766-index.html0001493152-26-047766
Document: 0001493152-26-047766.txt0001493152-26-047766
14 reports for ASTS
Performance horizon
75% Hit rate @ T+60 3 of 4 directional calls Went positive at some point 6 of 7 best @ T+60▲ +37.71%Feb 28, 2026
Filters
Rows
Reports for ASTS — sortable, filterable
TypeNow
Oct 21, 2026
5d ago
Institutional Cluster
BULLISH ★ 4/10
$38.77awaiting T+60—$39.45 (+1.75%)
Oct 20, 2026
6d ago
8-K
NEUTRAL ★ 2/10
$40.90awaiting T+60—$39.45 (−3.55%)
Sep 17, 2026
5w ago
Insider Cluster
BEARISH ★ 5/10
$58.52awaiting T+60—$39.45 (+32.59%)
Aug 15, 2026
10w ago
Institutional Cluster
BULLISH ★ 6/10
$71.14awaiting T+60—$39.45 (−44.55%)
Jun 22, 2026
18w ago
144
BEARISH ★ 6/10
$72.87 $59.27▲ +18.66%▲ +21.91%$39.45 (+45.86%)
Jun 12, 2026
19w ago
Insider Cluster
NEUTRAL ★ 2/10
$87.57 $62.42▼ −28.72%▼ −29.72%$39.45 (−54.95%)
Jun 12, 2026
19w ago
Insider Cluster
NEUTRAL ★ 3/10
$87.57 $62.42▼ −28.72%▼ −29.72%$39.45 (−54.95%)
Jun 12, 2026
19w ago
Institutional Cluster
BULLISH ★ 6/10
$82.41 $66.12▼ −19.77%▼ −23.03%$39.45 (−52.13%)
May 20, 2026
22w ago
144
NEUTRAL ★ 2/10
$96.23 $71.14▼ −26.07%▼ −30.37%$39.45 (−59.00%)
May 13, 2026
23w ago
144
NEUTRAL ★ 3/10
$83.01 $68.76▼ −17.17%▼ −20.76%$39.45 (−52.48%)
Showing 10 of 14

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Report published Oct 20, 2026