Blue Gold Ltd·4

Apr 6, 9:45 PM ET

Cavaghan Andrew 4

4 · Blue Gold Ltd · Filed Apr 6, 2026

Research Summary

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Blue Gold (BGL) CEO Andrew Cavaghan Receives 2.45M Share Award

What Happened

  • Andrew Cavaghan, CEO and Director of Blue Gold Ltd (BGL), was granted a total of 2,447,500 Class A Ordinary Shares on April 2, 2026. The grants are reported as acquisitions (code A) at $0.00 per share.
  • The grants break down as: 157,500 fully vested shares, 890,000 restricted shares that vest on a daily schedule across fiscal years 2026–2029, and 1,400,000 performance-based restricted shares that vest upon achieving VWAP triggers ($15 and $35 over specified lookback periods).

Key Details

  • Transaction date: April 2, 2026; Form 4 filed April 6, 2026 (timely filing).
  • Grant details:
    • 157,500 Class A shares — fully vested (per Plan).
    • 890,000 Restricted Shares — vesting daily: 390,000 in FY2026, 240,000 in FY2027, 175,000 in FY2028, 85,000 in FY2029.
    • 1,400,000 Performance‑based Restricted Shares — 600,000 vest at VWAP ≥ $15 (60-day avg within a 90-day lookback); 800,000 vest at VWAP ≥ $35 (same test).
  • Price: all awarded at $0.00 (no cash paid for the awards).
  • Shares owned after transaction: not specified in the filing; filing notes beneficial ownership through related entities (see below).
  • Notable footnotes:
    • Reporting person is sole owner of Pegasus Capital Limited (sole voting/dispositive power for shares held by that entity).
    • 6,780 Class A shares are owned by Pegasus Capital Holdings Limited (Reporting Person is a 50% shareholder).
    • Reporting person is sole director of Blue Gold Holdings Limited, which holds 350,000 Class A shares (deemed beneficially owned).
  • No 10b5‑1 plan, tax‑withholding sale, or cashless exercise reported.

Context

  • These are equity awards under Blue Gold’s 2025 Equity Incentive Plan. Fully vested shares are immediately owned; restricted and performance shares will vest only per the schedule or upon meeting VWAP hurdles, so some shares are contingent on time or stock-price conditions.
  • Awards at $0.00 are standard for grants (they represent compensation/equity incentives rather than cash purchases). This filing is informational and does not by itself indicate intent to buy or sell additional shares.

Insider Transaction Report

Form 4
Period: 2026-04-02
Cavaghan Andrew
DirectorCEO and Director
Transactions
  • Award

    Class A ordinary shares

    [F4]
    2026-04-02+157,500157,500 total
  • Award

    Class A ordinary shares

    [F5]
    2026-04-02+890,000890,000 total
  • Award

    Class A ordinary shares

    [F6]
    2026-04-02+1,400,0001,400,000 total
Holdings
  • Class A ordinary shares

    [F1]
    (indirect: By Pegasus Capital Limited, the Reporting Person's corporation.)
    2,631,965
  • Class A ordinary shares

    [F2]
    (indirect: By Pegasus Capital Holdings Limited, the Reporting Person's corporation.)
    6,780
  • Class A ordinary shares

    [F3]
    (indirect: By Blue Gold Holdings Limited, the Reporting Person's corporation.)
    350,000
  • Class A ordinary shares

    (indirect: By Spouse)
    1,738
  • Class A ordinary shares

    995,484
Footnotes (6)
  • [F1]Reporting Person is the sole owner of Pegasus Capital Limited and as such has sole voting and dispositive power with respect to such shares.
  • [F2]6,780 shares of the Company's Class A Ordinary Shares are owned by Pegasus Capital Holdings Limited, or PCHL. The Reporting Person is a 50% shareholder of PCHL, and, as such, has voting and dispositive power over such shares.
  • [F3]Reporting Person is the sole director of Blue Gold Holdings Limited, or BGHL, and as such is deemed to have beneficial ownership of the 350,000 Class A ordinary shares held by BGHL.
  • [F4]Represents fully vested Class A Ordinary Shares granted to the Reporting Person pursuant to the Issuer's 2025 Equity Incentive Plan (the "Plan").
  • [F5]Represents restricted Class A Ordinary Shares (the "Restricted Shares") granted to the Reporting Person pursuant to the Plan. The Restricted Shares will vest on a daily basis over the following schedule: (i) 390,000 in financial year 2026, (ii) 240,000 in financial year 2027, (iii) 175,000 in financial year 2028 and (iv) 85,000 in financial year 2029.
  • [F6]Represents Restricted Shares granted to the Reporting Person pursuant to the Plan. 600,000 of the Restricted Shares will vest when the volume-weighted average price of the Issuer's Class A Ordinary Shares over any sixty (60) trading day period within the precedent ninety (90) consecutive trading days period is greater than or equal to $15 per Class A Ordinary Share. 800,000 of the Restricted Shares will vest when the volume-weighted average price of the Issuer's Class A Ordinary Shares over any sixty (60) trading day period within the precedent ninety (90) consecutive trading days period is greater than or equal to $35 per Class A Ordinary Share.
Signature
/s/ Carla Parsons, Attorney-in-Fact|2026-04-06

Documents

1 file
  • 4
    ownership.xmlPrimary