BEEP at a glance
Mobile Infrastructure Corp (BEEP, SEC CIK 1847874) filed its latest 10-K annual report on March 5, 2026, a 10-Q quarterly report on August 11, 2026, an 8-K current report on September 23, 2026 and Form 4 insider filings as recently as August 20, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Mobile Infrastructure Corp (BEEP) reported revenue of $35.1 million (down 5.2% from FY2024) and a net loss of $21.4 million. Diluted EPS was -$0.55.
- As of June 30, 2026, 14 institutional investment managers tracked by SignalX reported holding Mobile Infrastructure Corp (BEEP) shares worth $1.3 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $35.1M
- −5.2% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 14 funds
- $1.3M · −2 vs prior quarter
- Latest 8-K
- Sep 23, 2026
- Item 1.01 · Item 2.03
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Acquisition, ownership, and optimization of parking facilities and related infrastructure in top 50 U.S. MSAs
- New emphasis on converting assets to management contracts from leases; 28 of 36 assets converted as of 2026, aiming full conversion by end of 2027
- Strategic shift to increase transient and contract parking mix and pursue ancillary revenue sources like EV charging and 5G technology integration
- Employee count 18 as of December 31, 2025, aligned with business pace and operational needs
- Completed Merger with Fifth Wall Acquisition Corp. III in August 2023, providing Nasdaq listing and improved equity capital access
Risk Factors
- Regulatory risk from emerging technologies like AI, potential legal/regulatory actions and reputational harm (no specific law cited)
- Geopolitical/macroeconomic risk from heavy reliance on demand for parking facilities, lacking portfolio diversification
- Operational risk from potential failure or security breach in technology networks and related systems impacting business continuity
- Competitive risk from key-person dependency on Ms. Hogue (CEO), Mr. Chavez (Exec Chairman), and Mr. Osher (Board member with >50% voting control)
- Financial risk from significant debt with Line of Credit maturing March 31, 2026, plus restrictive covenants risking default and acceleration
Management Discussion & Analysis
- Revenue $35.1M, down 5.2% YoY from $37.0M; managed property revenue up 2.8% to $28.6M, base and percentage rental income down 12.9% and 64.2%
- Net Operating Income $20.7M, down 8.5% YoY from $22.6M; Operating expenses up 7.7% to $38.2M driven by 25.9% higher depreciation and increased impairment ($3.8M vs $0.2M)
- Best segment: managed properties revenue up 2.8% ($28.6M vs $27.8M); Worst: percentage rental income down 64.2% ($1.1M vs $3.0M)
- Cash: Operating cash flow +$0.8M vs -$0.8M prior year; investing activities +$16.3M driven by asset sales; financing uses $17.7M including debt payments, redemptions, and $10M share repurchase plan funded partly by $40.4M Line of Credit
- Forward outlook: focus on debt refinancing and real estate sales to alleviate going concern doubts; pipeline of acquisitions identified; dividends on preferred stock ongoing, common stock distributions remain suspended
AI summary of the BEEP 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $8.893M, down 1.1% YoY from $8.992M, reflecting asset sales and management-contract conversions
- Same-location NOI $5.853M, up 12.0% YoY from $5.224M
- Best line managed property revenue $7.762M, up 4.3%; worst base rental income $1.008M, down 30.3%
- Adjusted EBITDA $4.059M, up from $3.846M YoY; net loss narrowed to $3.239M from $4.661M
- Debt $197M; $28.7M due within twelve months, with management pursuing extensions and property sales as liquidity headwinds
Risk Factors
- No material risk-factor changes from December 31, 2025 Form 10-K
- Credit agreement amendment filed June 30, 2026, indicating updated financing terms
- Share-repurchase authorization $10 million, with approximately $3.3 million remaining
AI summary of the BEEP 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- Credit facility maturity extended from September 30, 2026 to December 31, 2026
- Extension provides approximately three additional months to refinance or repay borrowings
Item 2.03: Creation of a Direct Financial Obligation
- Monthly preferred dividends declared: $4.791 per Series A share and $4.583 per Series 1 share
- Payment scheduled around October 12, 2026, to holders of record on September 27 and September 24
Item 8.01: Other Events
- Monthly Series A Preferred dividend: $4.791 per share, payable around September 14, 2026
- Monthly Series 1 Preferred dividend: $4.583 per share, payable around September 14, 2026
Item 7.01: Regulation FD Disclosure
- No substantive Regulation FD disclosure provided in the submitted text
- Text appears limited to an incorporation-by-reference disclaimer
Item 2.02: Results of Operations and Financial Condition
- Disclosure appears to be a standard non-incorporation disclaimer accompanying an exhibit
Item EX-99.1: Item EX-99.1
- Q2 revenue $8.9M, down 1.1% due to asset sales, while same-location revenue rose 5.6% to $8.9M
- Same-location NOI increased 12.0% to $5.9M and Adjusted EBITDA rose 5.5% to $4.1M, signaling operating leverage
AI summaries of BEEP 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BEEP
Don't miss the next BEEP filing
- Alerts as it files. A push when BEEP files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut BEEP, by share count.
- Ask anything. An AI agent that reads every BEEP filing and answers with sources.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Osher Jeffrey | A | Aug 18, 2026 | 22,266 | - |
| Jones Damon D | A | Aug 18, 2026 | 18,750 | - |
| GARFINKLE DAVID | A | Aug 18, 2026 | 19,922 | - |
| Holley Danica | A | Aug 18, 2026 | 16,407 | - |
| Osher Jeffrey | A | Aug 18, 2026 | 22,266 | - |
| Gohr Paul M | A | Mar 5, 2026 | 70,921 | - |
| Hogue Stephanie | A | Mar 5, 2026 | 177,304 | - |
| Hogue Stephanie | M | Jan 10, 2026 | 78,125 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $30.3M | $37.0M | $35.1M | |
| Net Income | -$25.1M | -$5.8M | -$21.4M | |
| Net Margin | -83.0% | -15.6% | -61.1% | |
| Balance Sheet | ||||
| Total Assets | $423.2M | $415.1M | $382.5M | |
| Equity | $109.4M | $170.0M | $141.3M | |
| ROE | -23.0% | -3.4% | -15.2% | |
| Per Share | ||||
| EPS | $-2.45 | $-0.24 | $-0.55 | |
| Cash Flow | ||||
| Operating CF | -$2.1M | -$784K | $848K | |
Source: XBRL data in Mobile Infrastructure Corp (BEEP)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BEEP share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 14 | $1.3M |
| Q1 2026 | 16 | $3.5M |
| Q4 2025 | 15 | $4.4M |
| Q3 2025 | 14 | $5.6M |
| Q2 2025 | 13 | $8.5M |
| Q1 2025 | 10 | $4.8M |
| Q4 2024 | 5 | $4.6M |
| Q3 2024 | 3 | $133,000 |
- Goldman Sachs Group+29.0K (+154%)
- Citadel Advisors LLC+20.1K (+118%)
- Morgan Stanley+16.0K (+251%)
- Vanguard Capital Management LLC+12.9K (+3%)
- BlackRock−487.5K (-78%)
- State Street Corp−119.1K (-87%)
- Northern Trust−73.8K (-67%)
- Dimensional Fund Advisors−15.7K (-50%)
- JPMorgan Chase & Co−5.3K (-95%)
- Millennium Management+112.5K
- AQR Capital Management+24.6K
- Vanguard Portfolio Management LLC−74.4K
- BNY Mellon−27.9K
- Bank of America Corp−10.4K
- Citigroup−600
Source: 13F-HR filings on SEC EDGAR (aggregated from 90 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BEEP filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 23, 2026 | - | Analysis | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 8-K | Aug 18, 2026 | - | Analysis | - |
| 10-Q | Aug 11, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 11, 2026 | - | Analysis | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| SC 13D | Aug 4, 2026 | - | - | |
| 8-K | Jul 23, 2026 | - | Analysis | - |
| 8-K | Jun 30, 2026 | - | Analysis | - |
| 8-K | Jun 29, 2026 | - | Analysis | - |
| 8-K | Jun 18, 2026 | - | Analysis | - |
| 8-K | May 26, 2026 | - | Analysis | |
| 8-K | May 12, 2026 | - | Analysis | |
| 10-Q | May 12, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 27, 2026 | - | Analysis | - |
| 8-K | Mar 25, 2026 | - | - | - |
| 4 | Mar 9, 2026 | - | - | - |
| 4 | Mar 9, 2026 | - | - | - |
| 10-K | Mar 5, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Mar 2, 2026 | - | Analysis | - |
| 8-K | Feb 24, 2026 | - | - | - |
| 8-K | Jan 20, 2026 | - | - |
Related Real Estate companies
- AHRT · AH Realty Trust, Inc.Real Estate
- AOMR · Angel Oak Mortgage REIT, Inc.Real Estate
- CBRE · CBRE GroupReal Estate
- CMTG · Claros Mortgage Trust, Inc.Real Estate
- CURB · Curbline Properties Corp.Real Estate
- CWK · Cushman & Wakefield Ltd.Real Estate
- FOR · Forestar Group Inc.Real Estate
- FRPH · FRP HOLDINGS, INC.Real Estate
BEEP SEC filings: frequently asked questions
Which institutions hold BEEP stock?
As of June 30, 2026, the largest Mobile Infrastructure Corp (BEEP) holders among the 13F filers tracked by SignalX were Vanguard Capital Management LLC ($712,000), BlackRock ($186,000), Millennium Management ($155,000), Goldman Sachs Group ($66,000), Northern Trust ($51,000). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BEEP's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Mobile Infrastructure Corp (BEEP) reported revenue of $35.1 million (down 5.2% from FY2024) and a net loss of $21.4 million. Diluted EPS was -$0.55. The figures come from the XBRL data in the 10-K.
What are the main risks in BEEP's latest 10-K?
In the 10-K filed March 5, 2026, Mobile Infrastructure Corp (BEEP) flagged: Regulatory risk from emerging technologies like AI, potential legal/regulatory actions and reputational harm (no specific law cited). Geopolitical/macroeconomic risk from heavy reliance on demand for parking facilities, lacking portfolio diversification. (AI summary of the Risk Factors section.)
What did BEEP report in its latest 8-K?
Mobile Infrastructure Corp (BEEP) filed an 8-K on September 23, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement) and Item 2.03 (Creation of a Direct Financial Obligation). Credit facility maturity extended from September 30, 2026 to December 31, 2026.
What are the latest BEEP SEC filings?
Mobile Infrastructure Corp (BEEP) filed its latest 10-K annual report on March 5, 2026, a 10-Q quarterly report on August 11, 2026, an 8-K current report on September 23, 2026 and a Form 4 insider filing on August 20, 2026.
What is BEEP's SEC CIK number?
Mobile Infrastructure Corp (BEEP)'s SEC Central Index Key (CIK) is 1847874. EDGAR lists every BEEP filing under that number.
Ask anything about BEEP
The research agent reads BEEP's filings, financials, insider trades and 13F holders, then answers with sources.