Form 4: Allegro MicroSystems SVP Receives 18,116 Stock Units

Troy Coleman, SVP and GM of Products at Allegro MicroSystems, was granted 18,116 restricted stock units as part of executive compensation.

Summary

• Troy Coleman, Senior Vice President and General Manager of Products at Allegro MicroSystems, Inc. (ALGM), was awarded 18,116 Restricted Stock Units (RSUs) on May 13, 2026.
• Each RSU represents a contingent right to receive one share of common stock upon vesting.
• The RSUs are scheduled to vest in three equal annual installments beginning on May 16, 2027.
• Following this transaction, Coleman's total direct ownership in the company increased to 91,646 shares.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a neutral to slightly positive event, as it confirms executive commitment and alignment with shareholders without signaling any fundamental shift in business operations.

Positives

• Strengthens executive alignment with shareholder interests through equity-based compensation.
• Significant increase in the reporting person's total beneficial ownership to 91,646 shares.
• The three-year vesting schedule encourages long-term executive retention.

Negatives

• The issuance of new shares upon vesting will result in minor dilution for existing shareholders.

Risks

• The value of the compensation is tied to the company's stock price, which may be subject to semiconductor industry volatility.
• Retention risk exists if the executive departs prior to the completion of the three-year vesting period.

Future Outlook

The executive's compensation is structured to vest over a three-year period, suggesting a focus on sustained corporate performance through 2029.

Management Comments

• The RSUs will vest in three equal annual installments beginning on May 16, 2027.

Industry Context

StockSavvy.ai notes that equity-heavy compensation packages are standard for senior leadership in the semiconductor sector to ensure management remains focused on long-term growth and stock price appreciation relative to peers.

Comparison to Industry Standards

• The three-year vesting period is consistent with industry standards for executive RSU grants at companies like Monolithic Power Systems and ON Semiconductor.
• The grant size is typical for a Senior Vice President level role in a mid-to-large cap technology firm.

Related Party Transactions

• The grant of 18,116 RSUs to Troy Coleman, an officer of the company, constitutes a related party transaction under executive compensation disclosure rules.

Stakeholder Impact

• Shareholders: Minor future dilution as RSUs vest.
• Employees: Signals stability in the senior management team.

Next Steps

• First vesting installment of approximately 6,038 shares to occur on May 16, 2027.

Key Dates

Recommendation

This filing is a routine disclosure of executive compensation and does not provide new material information regarding the company's financial performance or strategic direction that would warrant a change in investment rating.

Keywords

Allegro MicroSystems, ALGM, SEC Form 4, Restricted Stock Units, Executive Compensation, Insider Ownership, Semiconductors, Troy Coleman