Monitor future filings for S-8 registration effectiveness and subsequent quarterly reports to assess dilution impact from these RSUs. The cash retention award's clawback provisions suggest retention risk for the COO.
Price Chart
Executive Summary
Boost Run Inc. granted RSUs to its CFO (2,890,000 shares, ~$48.1M grant-date value), COO (300,000 shares, ~$5.0M), and CTO (1,400,000 shares, ~$23.3M), and a $1M cash retention award to the COO. These are routine compensatory arrangements for executive retention and incentive alignment, with no departure or financial performance data disclosed.
Key Facts
- CFO Erik Guckel granted 2,890,000 RSUs with grant-date fair value ~$48,118,500 at $16.65/share; 40% vest May 15, 2027, 60% in 8 quarterly installments through June 15, 2029.
- COO Harilaos Georgakopoulos granted 300,000 RSUs with grant-date fair value ~$4,995,000; vesting in 3 equal annual installments starting Sept 29, 2027.
- CTO Daniel Gormley-Rahn granted 1,400,000 RSUs with grant-date fair value ~$23,310,000; vesting in 9 equal quarterly installments from May 15, 2027 through June 15, 2029.
- COO Georgakopoulos also received a $1,000,000 special cash retention award payable in three installments: $500,000 on Oct 15, 2026; $300,000 on Jan 15, 2027; $200,000 on Apr 15, 2027.
- Cash award is subject to continued employment and forfeiture/repayment if COO voluntarily resigns or is terminated for cause within 24 months of first payment date.
- No officer departures or changes reported; all grants are new compensatory arrangements under the 2026 Omnibus Incentive Plan.
Financial Impact
Total equity grant value ~$76.4M (based on $16.65 closing price on grant date) plus $1M cash retention award; no revenue or earnings impact disclosed.
Risk Factors
- Potential dilution from ~4.59M RSUs (2.89M + 0.3M + 1.4M) relative to ~61.4M shares outstanding post-business combination.
- COO cash award creates retention risk if employment conditions are not met; $1M clawback exposure if voluntary departure within 24 months.
Investment Themes
Documents Analyzed
This report is based on 8 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001493152-26-045765 |
| Exhibit: ex10-1.htm | 0001493152-26-045765 |
| Exhibit: ex10-4.htm | 0001493152-26-045765 |
| Exhibit: ex10-3.htm | 0001493152-26-045765 |
| Document: form8-k.htm | 0001493152-26-045765 |
| Document: 0001493152-26-045765-index-headers.html | 0001493152-26-045765 |
| Document: 0001493152-26-045765-index.html | 0001493152-26-045765 |
| Document: 0001493152-26-045765.txt | 0001493152-26-045765 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | EFFECT | $8.47 | awaiting T+5 | — | $7.76 (−8.38%) |
Oct 6, 2026 19d ago | 3 | $13.75 $9.65 | ▼ −29.82% | ▼ −28.84% | $7.76 (−43.56%) |
Oct 6, 2026 20d ago | 8-K | $15.17 $11.47 | ▼ −24.39% | ▼ −24.25% | $7.76 (−48.85%) |
Oct 5, 2026 20d ago | 8-K | $15.17 $11.47 | ▼ −24.39% | ▼ −24.25% | $7.76 (−48.85%) |
Aug 19, 2026 9w ago | 424B5 | $19.01 $18.19 | ▲ +4.31% | ▲ +3.93% | $7.76 (+59.18%) |
Aug 14, 2026 10w ago | 8-K | $22.93 $19.51 | ▼ −14.91% | ▼ −13.55% | $7.76 (−66.16%) |
Jul 27, 2026 13w ago | 8-K | $19.36 $20.04 | ▲ +3.51% | ▲ +2.44% | $7.76 (−59.92%) |
Jul 13, 2026 15w ago | EFFECT | $25.68 $24.42 | ▼ −4.91% | ▼ −4.12% | $7.76 (−69.78%) |
Jul 6, 2026 16w ago | 8-K | $32.31 $28.44 | ▼ −11.98% | ▼ −12.47% | $7.76 (−75.98%) |
US Market Status
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