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SCHEDULE 13D/A Filed 2026-08-07 Event 2026-08-05 SEC 0001104659-26-092862 →

Mudrick Capital Management, L.P. Vertical Aerospace Ltd. EVTWF

Stake: 55.00% Shares: 105,401,051 CUSIP: G9471C107 Class: Ordinary Shares, par value $0.001 per share

Item 4 — Purpose of Transaction

This Item 4 of the Schedule 13D is amended and supplemented as follows: As previously disclosed by the reporting persons in Amendment No. 7 to this Schedule 13D, MCM and the Company entered into a Convertible Note Purchase Agreement, dated April 20, 2026 (the "Convertible Note Purchase Agreement"), pursuant to which the Company has the right, but not the obligation, to cause MCM to purchase up to $50,000,000 in aggregate original principal amount of additional Convertible Senior Secured Notes (the "Additional Notes") to be issued under the Indenture during a period of one year following the date of the Convertible Note Purchase Agreement. Since April 20, 2026, the Company has caused MCM, on behalf of certain of the Reporting Persons, to purchase $15,000,000 in Additional Notes. On August 5, 2026, pursuant to a financing term sheet (the "Term Sheet") entered into among MCM, the Company and certain other parties thereto, MCM agreed in principle, subject to further negotiation and the execution of definitive agreements, to purchase the remaining $35,000,000 Additional Notes that have not been yet been purchased under the Convertible Note Purchase Agreement on the amended terms set forth in the Term Sheet. Additionally, MCM and the Company agreed to enter into a shareholder agreement (the "Shareholder Agreement") with respect to certain governance matters in connection with the closing of the purchase of the Additional Notes pursuant to the Term Sheet. The descriptions of the Term Sheet and Shareholder Agreement are incorporated by reference herein from Item 6 of this Amendment No. 8.

Cross-References

Insider Activity (last 365d)
8 transactions
7 buys · 1 sales · 0 awards/exercises
Issuer Cluster
7 13D/G filings on this issuer
6 other filings besides this one
Filer Track Record
21 filings by this filer
20 other filings in the data moat
Short Interest · settle 2026-07-15
DTC 1.00
10,194 shares short · 0.0% vs prior

Form 4 Insider Transactions · last 365d

DateInsiderRoleTypeSharesPriceValue
2026-05-27 Simpson Stuart officer Award 71,690
2026-05-06 Simpson Stuart officer Award 41,819
2026-05-06 Slattery Domhnal director Award 29,273
2026-04-20 Slattery Domhnal director Award 75,416
2026-04-20 Simpson Stuart officer Award 107,737
2026-04-15 Saba Capital Management, L.P. 10%+ owner Sale 676,518 $2.69 $1.82M
2026-03-31 Slattery Domhnal director Award 360,155
2026-03-31 Simpson Stuart officer Award 514,508

Other 13D/G Filings on Vertical Aerospace Ltd.

FiledFormFilerStakeShares
2026-05-19 SCHEDULE 13D/A Mudrick Capital Management, L.P. 101,021,846 view →
2025-10-14 SCHEDULE Fitzpatrick Stephen James 12.26% 12,690,914 view →
2025-09-29 SCHEDULE Fitzpatrick Stephen James 13.71% 14,190,914 view →
2025-03-24 SCHEDULE Fitzpatrick Stephen James 22.88% 20,486,923 view →
2025-01-31 SCHEDULE Fitzpatrick Stephen James 22.88% 20,486,923 view →
2025-01-28 SCHEDULE Mudrick Capital Management, L.P. 73.80% 93,274,109 view →

Other Filings by Mudrick Capital Management, L.P.

FiledFormIssuerStakeShares
2026-06-18 SCHEDULE 13D/A Getaround, Inc 90.90% 977,645,148 view →
2026-06-03 SCHEDULE 13D/A Vroom, Inc. VRMWW 3,967,251 view →
2026-05-19 SCHEDULE 13D/A Vertical Aerospace Ltd. EVTWF 101,021,846 view →
2026-01-21 SCHEDULE Vroom, Inc. VRMWW 76.30% 3,967,251 view →
2025-02-20 SCHEDULE Vroom, Inc. VRMWW 76.50% 3,952,231 view →
2025-01-28 SCHEDULE Vertical Aerospace Ltd. EVTWF 73.80% 93,274,109 view →
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