Form 4: Allegro MicroSystems Grants SVP 73,530 RSUs

Allegro MicroSystems' SVP, General Manager of Products, Troy Coleman, was granted 73,530 Restricted Stock Units, vesting over three years.

Summary

• Troy Coleman, SVP, General Manager, Products at ALLEGRO MICROSYSTEMS, INC. (ALGM), was granted 73,530 Restricted Stock Units (RSUs).
• The transaction date for this grant was November 11, 2025.
• Each RSU represents a contingent right to receive one share of common stock.
• The RSUs will vest in three equal annual installments on May 16, 2026, May 16, 2027, and May 16, 2028.
• Following this transaction, Troy Coleman beneficially owns 73,530 shares of common stock in the form of RSUs.

Sentiment

Score: 6

Explanation: The RSU grant is a standard executive compensation event, generally viewed as a neutral to slightly positive signal for executive retention and alignment with shareholder interests, without significant immediate impact on company fundamentals.

Positives

• The RSU grant aligns the interests of a key executive, Troy Coleman, with those of shareholders, as the value of the compensation is tied to the company's stock performance.
• The multi-year vesting schedule encourages long-term retention of a senior leader within the company.

Negatives

• The issuance of 73,530 RSUs, upon vesting, will result in a minor dilution of existing shareholder equity, though this is a standard practice for executive compensation.

Future Outlook

The vesting schedule for the granted RSUs extends through May 2028, indicating a continued commitment and incentive for the executive's performance over the next several years.

Industry Context

The grant of Restricted Stock Units is a common and widely accepted form of executive compensation in the technology and semiconductor industries. It serves to attract, retain, and motivate key talent by linking their long-term compensation directly to the company's stock performance and shareholder value creation.

Comparison to Industry Standards

• The RSU grant to a Senior Vice President is consistent with typical executive compensation practices observed across the semiconductor industry, including companies like Texas Instruments, Analog Devices, and NXP Semiconductors, which frequently utilize equity awards to align management incentives with long-term shareholder interests.
• The three-year annual vesting schedule is a standard approach for such equity grants, promoting executive retention and sustained performance over a multi-year horizon, comparable to similar programs at peer companies.

Corporate Governance

Stakeholder Impact

• Shareholders: Experience minor dilution upon vesting of the RSUs, but benefit from enhanced executive alignment with long-term company performance.
• Employees (Executive): Troy Coleman receives a significant equity award, enhancing his long-term compensation and incentivizing continued dedication to the company's success.

Next Steps

• The RSUs will vest in three equal annual installments on May 16, 2026, May 16, 2027, and May 16, 2028, at which point the underlying common stock will be delivered to the executive.

Key Dates

Keywords

Allegro MicroSystems, ALGM, Restricted Stock Units, RSU grant, executive compensation, insider transaction, Form 4, Troy Coleman, semiconductor