Form 4: AAOI Executive Fred Chang Sells Shares for Tax

Sentiment:

Insider Transaction Report


Applied Optoelectronics executive Fred Chang disposed of 6,338 shares of common stock to cover tax withholding obligations related to restricted stock unit vesting.

Summary

  • Fred Chang, Senior Vice President and North America General Manager of Applied Optoelectronics, Inc. (AAOI), disposed of 6,338 shares of common stock.
  • The transactions occurred on January 22, 2026, at a price of $38.38 per share.
  • These shares were surrendered to the company to satisfy tax-withholding obligations upon the vesting of restricted stock unit (RSU) awards.
  • The RSU awards vested on various dates, including grants from June 27, 2022, June 26, 2023, April 29, 2024, and April 11, 2025.
  • Following these transactions, Fred Chang directly beneficially owns 244,219 shares of common stock.

Sentiment

Score: 5

Explanation: This is a neutral, routine filing for tax withholding upon RSU vesting, which is a common occurrence for executives receiving equity compensation. It does not indicate any positive or negative operational or financial performance.

Future Outlook

No forward-looking statements or guidance are provided in this routine insider transaction report.

Industry Context

This filing is a routine insider transaction related to executive compensation and tax obligations, and does not provide insights into broader industry trends or competitive landscape.

Stakeholder Impact

  • Minimal impact on shareholders as this is a routine transaction for tax purposes and does not reflect a discretionary sale or change in company fundamentals.
  • No direct impact on employees, customers, suppliers, or creditors is indicated by this filing.

Key Dates

DateDescription
06/27/2022Grant date of a restricted stock unit award.
06/26/2023Grant date of a restricted stock unit award.
04/29/2024Grant date of a restricted stock unit award.
04/11/2025Grant date of a restricted stock unit award.
01/22/2026Transaction date for shares surrendered to satisfy tax-withholding obligations upon RSU vesting.
01/26/2026Date of signature for the Form 4 filing.

Recommendation

hold

This Form 4 filing details a routine disposition of shares by an executive to cover tax obligations upon the vesting of restricted stock units. Such transactions are common and do not typically reflect a change in the executive's confidence in the company or its future prospects. Therefore, it provides no new information that would warrant a change in investment recommendation; a 'hold' stance is maintained based on existing company fundamentals.

Keywords

Applied Optoelectronics, AAOI, Form 4, Insider Transaction, Stock Sale, Tax Withholding, Restricted Stock Units, RSU Vesting, Fred Chang

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