Form 4: AAOI CFO Sells Shares for Tax Obligations

Sentiment:

Insider Transaction Report


Applied Optoelectronics' Chief Financial Officer, Stefan J. Murry, disposed of common stock to satisfy tax withholding obligations related to vested restricted stock units.

Summary

  • Stefan J. Murry, Chief Financial Officer of Applied Optoelectronics, Inc. (AAOI), reported multiple dispositions of common stock.
  • The transactions occurred on October 22, 2025.
  • A total of 6,506 shares of common stock were surrendered to the issuer to satisfy tax-withholding obligations.
  • The shares were disposed of at a price of $33.4 per share.
  • These dispositions were related to the vesting of restricted stock unit awards granted on June 27, 2022, June 26, 2023, April 29, 2024, and April 11, 2025.
  • Following these transactions, Stefan J. Murry beneficially owns 291,971 shares of common stock.

Sentiment

Score: 5

Explanation: The filing reports routine insider transactions for tax withholding purposes upon RSU vesting, which is a common and expected event and does not reflect a change in the company's operational or financial performance.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

  • Shareholders: Minimal impact as these are routine tax-related transactions and do not signal a change in company fundamentals or management's confidence.

Key Dates

DateDescription
2022-06-27Grant date of a restricted stock unit award.
2023-06-26Grant date of a restricted stock unit award.
2024-04-29Grant date of a restricted stock unit award.
2025-04-11Grant date of a restricted stock unit award.
2025-10-22Date of stock dispositions for tax withholding.
2025-10-24Date the Form 4 was signed by attorney in fact.

Recommendation

hold

The Form 4 filing details a routine disposition of shares by the Chief Financial Officer to cover tax withholding obligations upon the vesting of restricted stock units. This is a common practice and does not indicate a change in the company's fundamentals or the officer's long-term view of the stock. Therefore, it does not warrant a change in investment recommendation based solely on this filing.

Keywords

AAOI, Applied Optoelectronics, Form 4, Insider Transaction, Stock Sale, Tax Withholding, RSU, Stefan J. Murry

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