Insider Trading March 23, 2026

NextNav CFO Sells $25,444 in Stock While Receiving RSUs and Options

Timothy Gray disposed of 1,405 shares and received restricted stock unit grants plus options as NextNav shares trade near a 52-week high

By Avery Klein NN
NextNav CFO Sells $25,444 in Stock While Receiving RSUs and Options
NN

NextNav Inc. CFO Timothy Gray sold 1,405 shares on March 20, 2026 for $18.11 per share, netting $25,444. The transaction coincided with the stock trading close to its 52-week high. Gray also received restricted stock unit grants and a stock option award, while InvestingPro's analysis flags the company as appearing overvalued and assigns a weak financial health score.

Key Points

  • CFO Timothy Gray sold 1,405 shares on March 20, 2026 at $18.11, totaling $25,444.
  • On March 19, 2026 Gray received 3,372 bonus RSUs and 41,028 regular RSUs, plus 60,342 options exercisable at $20.39 vesting over four years.
  • NextNav reported Q4 2025 results showing a net loss but a strong liquidity position and noted advancements in PNT technology.

Summary

NextNav Inc. (DE:NN) Chief Financial Officer Timothy Gray executed a sale of 1,405 common shares on March 20, 2026 at $18.11 per share, producing proceeds of $25,444. The sale took place as the shares remained near their 52-week high and followed a series of equity awards reported the prior day.


Insider sale and recent grants

A Form 4 filing with the Securities and Exchange Commission shows Gray sold 1,405 shares on March 20, 2026 at $18.11, for a total of $25,444. The filing also records that on March 19, 2026 Gray was awarded 3,372 shares as a bonus restricted stock unit grant and 41,028 shares as part of a regular restricted stock unit grant.

In addition to the RSU grants, Gray received 60,342 stock options that are exercisable at $20.39 per share. Those options vest over a four-year schedule, according to the same filing.


Market context and third-party assessment

At the time of the sale the company’s shares were trading at $18.69, close to a 52-week high of $19.91. An InvestingPro analysis cited in the company’s reporting indicates the stock appears overvalued relative to its Fair Value estimate and assigns NextNav a financial health score described as "WEAK" with a value of 1.66.

For readers seeking additional context, the reporting notes that InvestingPro provides further ProTips and a Pro Research Report that cover valuation and executive compensation trends.


Recent corporate results

Separately, NextNav released its fourth-quarter 2025 results, where the company reported a net loss for the quarter but emphasized a strong liquidity position. Management used the earnings call to highlight material advancements in its Position, Navigation, and Timing, or PNT, technology.

The earnings discussion did not reference any merger or acquisition activity. The report also notes that analyst reactions to the quarter were not detailed in the materials reviewed. The company continues to characterize ongoing technology development as a priority.


What the filings show

The SEC Form 4 documents referenced specify the exact share counts, grant types, strike price for the options and the vesting period. They also record the timing of the transactions on March 19 and March 20, 2026.


Takeaway

The SEC filing captures concurrent insider selling and significant equity award activity for NextNav’s CFO. The transaction occurred while the stock was trading near its 52-week high and amid third-party analysis flagging valuation and financial health concerns. The company’s recent quarterly disclosure underscored liquidity and PNT technology progress but recorded a net loss for the quarter.

Risks

  • Stock appears overvalued relative to its Fair Value estimate according to InvestingPro, which could affect investor sentiment - impacts equity markets and technology sector valuations.
  • The company has a "WEAK" financial health score of 1.66 per InvestingPro analysis, indicating financial vulnerability that may affect credit and investment decisions - impacts corporate finance and capital markets sectors.
  • The quarterly report showed a net loss, which, despite strong liquidity, introduces ongoing profitability risk for shareholders and stakeholders - impacts investor returns and broader market perception.

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