Director at Navitas Semiconductor Sells 164K Shares Worth $1.4 Million

Brian Long, Director, disposed of 164,184 shares of Navitas Semiconductor Corporation (NASDAQ:NVTS) through open-market sales on Dec. 1 and Dec. 2, 2025, as reported in a SEC Form 4 filing.

Transaction summary

Transaction value based on SEC Form 4 weighted average purchase price ($8.54); post-transaction value based on Dec. 2, 2025 market close ($8.54).

Key questions

• How does the trade size compare to Brian Long's recent and historical selling activity?
  The 164,184 shares sold is materially smaller than the median recent sale of 500,000 shares, and far below the early-period median of 1,500,000 shares; this reflects a decrease in available shares rather than a change in disposition approach.
• How does the sale align with Navitas Semiconductor Corporation's stock performance?
  Shares were sold at around $8.54 per share, while the stock delivered a 194.39% one-year total return as of Dec. 2, 2025; the sale occurred near recent highs, with the stock closing at $8.32 on the final transaction day and rising to $9.45 as of Dec. 5, 2025.
• What is the remaining direct ownership value, and does Brian Long have additional equity exposure?
  Post-sale, direct holdings are valued at approximately $183,439.

Company overview

* 1-year price change calculated using December 2nd, 2025 as the reference date.

Company snapshot

Navitas Semiconductor Corporation is a technology company specializing in gallium nitride (GaN) power integrated circuits, serving a broad international customer base.

The company designs and sells gallium nitride (GaN) power integrated circuits, with revenue primarily from the sale of advanced semiconductor devices for power conversion applications.

Navitas leverages a fabless model to deliver high-efficiency, compact power solutions to leading electronics manufacturers. Its focus on GaN technology positions it to compete in markets demanding energy efficiency and miniaturization in semiconductor components.

What this transaction means for investors

Brian Long is co-founder and managing partner of Atlantic Bridge Ventures, a growth-focused venture capital (VC) firm that focuses on investments in the technology, communications, software, and semiconductor industries. The offloaded shares were indirect holdings for Long, meaning these were held by his venture capital.

Since March, Atlantic Bridge Ventures has been gradually offloading the nine million-odd Navitas shares it had held. As of Dec. 3, the VC has fully exited its position in Navitas, except for the 22,048 shares that Long holds personally.

Navitas went public via a SPAC merger in October 2021, closing at $12.78 per share on its first day of listing. However, the stock plummeted by more than 75% in the following months, dropping to about $3.50 per share.

Since then, the stock has never truly recovered. This year, however, saw a marked change in Navitas' fortune, with shares skyrocketing from $3 to $9.50, even briefly touching $13 in October. However, management at Atlantic Bridge had already commenced reducing its position in the semiconductor stock.

If you have held on to Navitas stock since its public listing, you'd still be in the red, despite this year's solid showing. Investors should take note of how Atlantic Bridge gradually exited its entire position in Navitas stock, despite the latter's strong showing this year.

Weak sales growth and China's 10% tariffs on U.S.-produced silicon carbide (SiC) wafers led the company to deprioritize low-power chips, resulting in an inventory writeoff. While management pivots to high-power, high-voltage SiC products, at 33 times trailing 12-month sales, the stock doesn't appear particularly cheap.

Glossary

Insider trading: Buying or selling a company's securities by individuals with access to non-public, material information about the company.
Director: A member of a company's board responsible for overseeing management and major corporate decisions.
Open-market sale: The sale of securities on a public exchange, available to any investor, rather than through private transactions.
SEC Form 4: A required filing that discloses insider transactions in a company's securities, such as purchases or sales by directors or officers.
Disposition: The act of selling or otherwise transferring ownership of an asset or security.
Direct ownership: Shares held personally by an individual, not through trusts, funds, or indirect means.
Weighted average purchase price: The average price paid per share, calculated by weighting each purchase by the number of shares bought.
Fabless model: A business structure where a company designs but does not manufacture its own semiconductor products, outsourcing production to third parties.
Gallium nitride (GaN): A semiconductor material used for high-efficiency, high-performance electronic devices.
Total return: The investment's price change plus all dividends and distributions, assuming those payouts are reinvested.
TTM: The 12-month period ending with the most recent quarterly report.