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FORM SC 13D
AI

Ownership Report - September 7, 2021

Filed September 7, 2021
·
0001193125-21-266747

Peter Beck's family trust discloses 12.2% stake in Rocket Lab post-SPAC merger.

Brief

This SC 13D discloses beneficial ownership of 54,551,250 shares (12.2%) by Peter Beck, his family trust (Equatorial Trust), its trustee, and fellow directors post-Vector SPAC merger on Aug 25, 2021. Shares originated from legacy Rocket Lab stock converted at ~9.06:1 ratio, with some redeemed for $30M. Relevant for investors as it confirms CEO's significant aligned ownership amid lockup and potential earnout.

Detailed Brief

Schedule 13D filed Sep 7, 2021, reports Peter Beck (Rocket Lab CEO/Chairman), Equatorial Trust (New Zealand family trust he settled with wife Kerryn Beck), trustee Peek Street Equatorial Trustee Limited, and directors Kerryn Beck/Warren Butler as beneficial owners of 54,551,250 common shares (12.2% of 447.9M outstanding as of Aug 25, 2021). Shares held by Trust, with shared voting/dispositive power among directors. Acquired via SPAC merger with Vector Acquisition Corp: Beck's 6.35M legacy shares (from 2006-2021 founding/services) contributed to Trust, converted to 57.54M post-merger ratio (~9.06:1), minus 2.99M redeemed for $30M cash. No purchase funds used (OO). Reporting persons subject to 180-day lockup and registration rights; potential 4.4M earnout shares if stock hits $20+ in specified window. No current plans for transactions under Item 4(a)-(j), but may buy/sell based on conditions; Beck as executive may propose changes. Ties to Rocket Lab's business as founder's aligned long-term stake.

Key Telemetry

  • Equatorial Trust holds 54,551,250 shares (12.2%) beneficially owned by Peter Beck et al.
  • Shares from SPAC merger conversion of legacy stock; 2.99M redeemed for $30M.
  • 180-day lockup; registration rights; potential 4.4M earnout at $20/share trigger.
  • Peter Beck, CEO/Founder, has shared power over stake; no activist intent disclosed.
  • Filing triggered by post-merger ownership exceeding 5%. Investors monitor lockup expiry, earnout.

Impact Vector

Affirms CEO Peter Beck's substantial 12.2% aligned ownership, signaling long-term commitment post-SPAC, positive for investor confidence in leadership continuity. Near-term: 180-day lockup (to ~Feb 2022) limits selling pressure; watch earnout (Oct 2021-Feb 2022) for stock momentum signal. Strategic: Enhances governance stability; monitor future 13D amendments for sales or proposals as Beck influences board. No dilution/activist risk; bullish insider skin-in-game amid Rocket Lab's launch growth.

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