Boardroom Alpha
Meeting calendar
MBLY · Annual meeting · Thursday, June 18, 2026

Mobileye Global Inc

9 nominees · 3 ballot items.

Stockholders will vote to elect nine directors, ratify Kesselman & Kesselman (PwC) as the independent registered public accounting firm for 2026, and cast an advisory (non-binding) vote to approve the Company’s 2025 executive compensation disclosures (Say-on-Pay).

Market cap
$7.6B
1Y TSR
-44.7%
Board grade
D
Record date
Apr 22, 2026
Filing
DEF 14A
Meeting concluded · Jun 18, 2026

Follow how the vote landed and what changed on Mobileye Global Inc’s board — director track records, governance grades, and ongoing monitoring — on the Boardroom Alpha platform.

Proposals

On the ballot3

  1. 1

    Election of Directors

    ManagementBoard: FOR

    Election of nine director nominees to serve until the next annual meeting.

  2. 2

    Ratification of selection of Kesselman & Kesselman (PwC) as independent registered public accounting firm for 2026

    ManagementBoard: FOR

    Ratify the Audit Committee’s selection of Kesselman & Kesselman, a member firm of PwC, as Mobileye’s independent registered public accounting firm for fiscal year 2026.

  3. 3

    Advisory vote on executive compensation (Say-on-Pay

    ManagementBoard: FOR

    Non-binding, advisory vote to approve the compensation of the company’s named executive officers as described in the proxy (CD&A, compensation tables and narrative).

    More detail

    This advisory proposal asks stockholders to approve, on a non-binding basis, the Company’s 2025 executive compensation as disclosed in the proxy, including the Compensation Discussion and Analysis, tables and narrative. Management seeks approval to validate its compensation philosophy, which emphasizes equity-based awards (restricted stock units) as the primary mechanism to align executive incentives with long-term shareholder value. The Compensation Committee engaged independent consultants and reviewed market peers to set pay levels and mix, and the Board notes prior strong stockholder support for pay practices (over 99% approval in 2024). The company’s program focuses on retention and alignment through RSUs with multi-year vesting and includes clawback and risk-mitigation features; annual cash bonuses are not a material component. Although the vote is advisory, the Compensation Committee will consider the outcome when designing future packages and in stockholder engagement. From a governance perspective, important context includes Mobileye’s controlled-company status and significant equity grants to founders and executives, which can concentrate realized pay and may raise scrutiny about pay for performance—particularly given multi-year negative TSR over the period presented despite historically high reported compensation values. Management counters that equity-heavy compensation directly ties payout to stock performance and that the committee’s benchmarking and oversight mitigate excessive risk-taking. For investors analyzing the proposal, key considerations are the alignment of long-term equity vesting schedules with performance, the scale and frequency of CEO and NEO equity grants (including large 2025 RSU grants), the robustness of governance safeguards (clawback policy, independent consultant engagement, and committee oversight), and the non-binding nature of the vote which limits immediate operational impact but signals stockholder sentiment that the Board must heed.

Director elections

Nominees on the ballot9

Independent
Tenure on this board
2.1 yrs
Also a director at
Chargepoint Holdings Inc (CHPT)
Independent
Tenure on this board
3.7 yrs
Also a director at
PayPal Holdings Inc (PYPL)
Not independent
Tenure on this board
0.9 yrs
Also a director at
Albertsons Companies Inc (ACI)
Ownership

Top institutional holders10

Latest 13F quarter
1INTEL CORP5.9%50,000,000$344M
2MANUFACTURERS LIFE INSURANCE COMPANY, THE1.2%10,305,431$71M
3TWO SIGMA INVESTMENTS, LP1.2%9,890,390$68M
4GOLDMAN SACHS GROUP INC0.8%7,138,846$49M
5BAILLIE GIFFORD CO0.5%4,140,398$28M
6Harel Insurance Investments Financial Services Ltd.0.4%3,585,733$25M
7MORGAN STANLEY0.4%3,576,628$25M
8RENAISSANCE TECHNOLOGIES LLC0.4%3,427,946$24M
9UBS Group AG0.4%3,423,537$24M
10BlackRock, Inc.0.4%3,197,396$22M
Filings

Recent key filings

Periodic reports
Definitive proxies
Reference

Frequently asked questions

When is the Mobileye Global Inc 2026 annual meeting?
Mobileye Global Inc (MBLY) holds its 2026 annual shareholder meeting on Thursday, June 18, 2026.
What is the record date for the Mobileye Global Inc 2026 meeting?
The record date for the Mobileye Global Inc 2026 meeting is Wednesday, April 22, 2026. Shareholders of record on or before that date are eligible to vote.
Who are the director nominees for Mobileye Global Inc's 2026 meeting?
The board is presenting 9 director nominees at the Mobileye Global Inc 2026 meeting, listed with their independence status and background.
What proposals will shareholders vote on at the Mobileye Global Inc 2026 meeting?
Shareholders will vote on 3 proposals at the Mobileye Global Inc 2026 meeting, each tagged with who proposed it and the board's recommendation.
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