Form 4: Amkor Director John Kim Boosts Stake

Amkor Technology Director and 10% owner John T. Kim reported significant acquisitions of company common stock through direct distributions and an indirect purchase.

Summary

• John T. Kim, a Director and 10% owner of Amkor Technology, Inc. (AMKR), reported changes in beneficial ownership of common stock.
• On August 1, 2025, Kim directly acquired a total of 718,003 shares (438,002 shares and 280,001 shares) through distributions from two Grantor Retained Annuity Trusts (GRATs) at a price of $0 per share.
• On the same date, 441,589 shares were indirectly acquired by Sujoda Investments, LP, an entity in which Kim has a pecuniary interest, through a distribution from James J. Kim at a price of $21.85 per share.
• Following these transactions, Kim's direct beneficial ownership stands at 4,747,739 shares.
• Indirect beneficial ownership includes 3,789,479 shares via Sujoda Investments, LP, 39,594,980 shares via 915 Investments, LP, 19,484,809 shares via Sujochil, LP, 16,710,668 shares via Kim Capital Partners KCP, LLC, 9,121,944 shares via family trusts, and 2,100,000 shares via his own GRATs.

Sentiment

Score: 8

Explanation: The significant increase in beneficial ownership by a director and 10% owner, including a substantial purchase at market price, indicates strong insider confidence in Amkor Technology's future prospects.

Positives

• Significant increase in beneficial ownership by a Director and 10% owner, signaling strong confidence in the company's future.
• The indirect acquisition of 441,589 shares at a price of $21.85 indicates a direct investment at market value by an entity associated with the insider.

Future Outlook

This filing, a Form 4, reports insider transactions and does not provide forward-looking statements or guidance regarding the company's future performance or outlook.

Management Comments

• The Reporting Person disclaims beneficial ownership of these securities, except to the extent of the Reporting Person's pecuniary interest therein.
• The filing of this Form 4 shall not be deemed an admission that the Reporting Person is the beneficial owner of the reported securities owned by the other members of the group, for the purpose of Section 16, or for any other purpose.

Industry Context

Amkor Technology is a leading provider of semiconductor packaging and test services, a critical component of the global semiconductor supply chain. This insider transaction filing reflects activity within a key player in an industry characterized by high capital expenditure, rapid technological advancements, and cyclical demand.

Related Party Transactions

• Distribution of 438,002 shares from the 2023 Grantor Retained Annuity Trust of James J. Kim to the Reporting Person.
• Distribution of 280,001 shares from the 2023 Grantor Retained Annuity Trust of Agnes C. Kim to the Reporting Person.
• Distribution of 441,589 shares from James J. Kim to Sujoda Investments, LP, pursuant to a transaction between members of the Kim family group.

Stakeholder Impact

• Shareholders may view the significant insider acquisition as a positive signal of management's confidence in the company's future performance and valuation.

Key Dates

Recommendation

The acquisition of a substantial number of shares by a director and 10% owner, particularly the purchase at market price, is a strong signal of insider confidence in the company's valuation and future performance. This insider buying suggests that management believes the stock is undervalued or has significant upside potential.

Keywords

Amkor Technology, AMKR, Insider Trading, Form 4, Beneficial Ownership, John T. Kim, Semiconductor Packaging, Test Services, Equity Acquisition