SRFM SURF AIR MOBILITY INC.

NEUTRAL Impact: 3/10 8-K
Horizon immediate Filed May 22, 2026 Processed 23d 13h ago SEC 0001193125-26-237021
8-K context-dependent: Items 5.02
Latest settled — T+5d
SRFM ▼ -10.32% at T+5d
NEUTRAL call ✗ call lost -10.32% · α vs SPY -11.53% · entry $1.26 → $1.13
Next anchor: T+20d in 8d
Last close $1.08 (close Jun 12) · -14.29% from $1.26 entry
Entry anchored
May 22, 2026
via day open
T+1d
+2.38%
call +2.38% · α +2.37%
$1.29
settled 20d ago
T+5d
-10.32%
call -10.32% · α -11.53%
$1.13
settled 14d ago
T+20d
call — · α —
in 8d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Chairman Carl Albert will not stand for re-election at the 2026 Annual Meeting on July 24, 2026, and will transition to Chairman Emeritus and advisor to the Board under a new Advisory Services Agreement. The Board elected Shawn Pelsinger as successor Chairman effective at the Annual Meeting. This is a routine board succession and compensation event with no material financial impact or operational change for the company.

Actionable Insight

No material trading signal. The board transition is orderly, the successor is named, and the departing chairman remains as an advisor. Monitor the 2026 Annual Meeting date (July 24) for any additional disclosures, but this filing alone does not warrant a position change.

Key Facts

  • Chairman Carl Albert notified the Board of his decision not to seek re-election at the 2026 Annual Meeting on July 24, 2026.
  • Albert will continue as Chairman and director until the Annual Meeting, then transition to Chairman Emeritus and advisor.
  • Shawn Pelsinger was elected as successor Chairman, effective at the Annual Meeting, on Albert's nomination.
  • Albert entered an Advisory Services Agreement with an annual cash retainer of $110,000, annual equity grants valued at ~$165,000, and a one-time equity award of 1,000,000 shares vesting in two tranches (750,000 on effective date, 250,000 on one-year anniversary).
  • Albert's departure is explicitly stated as not resulting from any disagreement with the company.
  • The advisory term is one year (ending July 23, 2027), extendable by mutual agreement for one additional year.

Financial Impact

Modest dilution from 1,000,000 share grant at market cap of $120M; annual cash comp of $110,000 + ~$165,000 in equity per year—immaterial relative to company size.

dilution

Risk Factors

  • Potential governance distraction from board chair transition, though orderly and non-contentious here.
  • No risk of adverse impact identified—standard leadership succession.

Market Snapshot

Exchange
NYSE
Sector
Air Transportation, Nonscheduled
Analyst Consensus
75% bullish (8 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-237021
Document: srfm-20260518.htm0001193125-26-237021
Document: 0001193125-26-237021-index-headers.html0001193125-26-237021
Document: 0001193125-26-237021-index.html0001193125-26-237021
Document: 0001193125-26-237021.txt0001193125-26-237021
6 reports for SRFM
Performance horizon
100% Hit rate 4 of 4 directional calls best @ T+5▲ +8.80%Apr 16, 2026
Filters
Rows
Reports for SRFM — sortable, filterable
Type Now
May 22, 2026
23d ago
8-K
NEUTRAL ★ 3/10
$1.26 $1.13▼ −10.32%▼ −11.53%$1.08 (−14.29%)
May 8, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$1.35 $1.25▼ −7.41%▼ −8.87%$1.08 (−20.00%)
Apr 24, 2026
7w ago
8-K
BEARISH ★ 7/10
$1.11 $1.11· 0.00%▲ +0.40%$1.08 (+2.70%)
Apr 21, 2026
7w ago
424B5
BEARISH ★ 6/10
$1.10 $1.06▲ +3.64%▲ +4.72%$1.08 (+1.82%)
Apr 16, 2026
8w ago
Insider Cluster
BEARISH ★ 7/10
$1.25 $1.14▲ +8.80%▲ +9.78%$1.08 (+13.60%)
Apr 16, 2026
8w ago
Insider Cluster
BEARISH ★ 4/10
$1.25 $1.14▲ +8.80%▲ +9.78%$1.08 (+13.60%)
Showing 6 of 6

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