Joby Aviation, Inc.
A maker of all-electric air taxis, Joby Aviation is building a piloted, five-seat eVTOL aircraft meant to carry passengers on short hops like a flying ride-share, with plans to run its own service and work with partners such as Delta and Toyota. Founder JoeBen Bevirt started the company in 2009, and the name comes from his childhood nickname — the same name he gave his earlier Gorillapod camera-tripod company. Early engineers worked out of "The Barn" on his ranch in California's Santa Cruz Mountains.
Item 4 is hereby amended and supplemented as follows: On June 29, 2026, and in furtherance of the goals outlined in the Collaboration Agreement, TMC, Joby Aero, Inc., a Delaware corporation and wholly owned subsidiary of Joby ("Joby Aero"), and Joby Toyota Aero Manufacturing Preparation Company, a Delaware corporation ("JTAMPC"), entered into a stockholders agreement (the "Stockholders Agreement"), pursuant to which Joby Aero and TMC incorporated JTAMPC as a joint venture for the purpose of manufacturing Joby's S4 Series eVTOL aircraft. Substantially simultaneously, TMC agreed to purchase an aggregate of $1.02 million in shares of common stock of JTAMPC, representing 51% ownership in JTAMPC, pursuant to a common stock purchase agreement with JTAMPC and Joby Aero. Pursuant to the Stockholders Agreement, TMC is entitled to designate a majority of the directors of JTAMPC and to certain other stockholder rights set forth therein. The Stockholders Agreement provides that entry into the Stockholders Agreement and the incorporation of JTAMPC do not alone satisfy the closing conditions for the second tranche investment by Toyota under the terms of the A&R Stock Purchase Agreement. The foregoing summary of the Stockholders Agreement does not purport to be complete and is qualified in its entirety by reference to the Stockholders Agreement, which is filed as an exhibit hereto and incorporated by reference herein.
Item 4 of the Schedule 13D is hereby amended and supplemented as follows: 10b5-1 Trading Plan On May 14, 2026, the Reporting Person entered into a trading plan (the "2026 Trading Plan") pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended, pursuant to which, a broker dealer has agreed to make periodic sales of up to an aggregate of 1,875,000 shares of Common Stock on behalf of the Reporting Person. This description of the 2026 Trading Plan does not purport to be complete and is qualified in its entirety by the text of the 2026 Trading Plan, the form of which is attached as an exhibit to this Schedule 13D and incorporated herein by reference.
| Holder | Schedule | % of class | Shares | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 13GPassive | 5.1% | 50.49M | Jul 28, 2026 |
| TOYOTA MOTOR CORP/ | 13D/AActivist | 13.1% | 128.45M | Jun 30, 2026 |
Item 4 is hereby amended and supplemented as follows: On June 29, 2026, and in furtherance of the goals outlined in the Collaboration Agreement, TMC, Joby Aero, Inc., a Delaware corporation and wholly owned subsidiary of Joby ("Joby Aero"), and Joby Toyota Aero Manufacturing Preparation Company, a Delaware corporation ("JTAMPC"), entered into a stockholders agreement (the "Stockholders Agreement"), pursuant to which Joby Aero and TMC incorporated JTAMPC as a joint venture for the purpose of manufacturing Joby's S4 Series eVTOL aircraft. Substantially simultaneously, TMC agreed to purchase an aggregate of $1.02 million in shares of common stock of JTAMPC, representing 51% ownership in JTAMPC, pursuant to a common stock purchase agreement with JTAMPC and Joby Aero. Pursuant to the Stockholders Agreement, TMC is entitled to designate a majority of the directors of JTAMPC and to certain other stockholder rights set forth therein. The Stockholders Agreement provides that entry into the Stockholders Agreement and the incorporation of JTAMPC do not alone satisfy the closing conditions for the second tranche investment by Toyota under the terms of the A&R Stock Purchase Agreement. The foregoing summary of the Stockholders Agreement does not purport to be complete and is qualified in its entirety by reference to the Stockholders Agreement, which is filed as an exhibit hereto and incorporated by reference herein. | ||||
| Sciarra Paul Cahill | 13D/AActivist | 5.7% | 56.52M | May 18, 2026 |
Item 4 of the Schedule 13D is hereby amended and supplemented as follows: 10b5-1 Trading Plan On May 14, 2026, the Reporting Person entered into a trading plan (the "2026 Trading Plan") pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended, pursuant to which, a broker dealer has agreed to make periodic sales of up to an aggregate of 1,875,000 shares of Common Stock on behalf of the Reporting Person. This description of the 2026 Trading Plan does not purport to be complete and is qualified in its entirety by the text of the 2026 Trading Plan, the form of which is attached as an exhibit to this Schedule 13D and incorporated herein by reference. | ||||
| The Vanguard Group | 13G/APassive | 0% | 0 | Mar 27, 2026 |
| BAILLIE GIFFORD & CO | 13G/APassive | 5.4% | 49.57M | Feb 9, 2026 |
| Dipender Saluja | 13D/AActivist | 3.4% | 28.97M | Aug 18, 2025 |
| Ion Yadigaroglu | 13D/AActivist | 2.7% | 23.12M | Aug 18, 2025 |
| TIF Partners, LLC | 13D/AActivist | 2.5% | 21.51M | Aug 18, 2025 |
| Technology Impact Fund, LP | 13D/AActivist | 2.5% | 21.51M | Aug 18, 2025 |
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