COHU.NASDAQCohu INC

Form 4: COHU CFO Reports Stock Transactions, PSU Forfeiture

Sentiment:

Insider Transaction Report


COHU's CFO, Jeffrey D. Jones, reported the forfeiture of performance stock units and the withholding of common stock for tax obligations.

Worse than expectedThe forfeiture of 21,782 Performance Stock Units by the CFO indicates that specified performance goals were not fully achieved, resulting in a reduction of the executive's potential compensation.

Summary

  • Jeffrey D. Jones, Senior VP Finance & CFO of COHU INC, reported changes in his beneficial ownership of company securities.
  • On March 14, 2026, 4,447 shares of Common Stock were automatically withheld to cover tax obligations upon the vesting of Restricted Stock Units (RSUs).
  • Following this transaction, Jones beneficially owns 378,574 shares of Common Stock.
  • On the same date, 21,782 Performance Stock Units (PSUs) were forfeited because specified performance goals were not fully achieved.
  • After the forfeiture, Jones beneficially owns 356,792 Performance Stock Units, which includes 153,202 RSUs that will convert to common stock upon vesting and achievement of performance goals.

Sentiment

Score: 4

Explanation: StockSavvy.ai views this filing as slightly negative due to the forfeiture of a significant number of performance stock units, indicating unachieved performance goals. The tax withholding is a routine, neutral event.

Negatives

  • 21,782 Performance Stock Units were forfeited by the CFO due to the non-achievement of specified performance goals.

Future Outlook

The filing indicates that 153,202 RSUs are expected to convert into shares of Cohu, Inc. Common Stock in the future, contingent on continued service and achievement of specified performance goals.

Industry Context

StockSavvy.ai notes that insider transaction reports like Form 4 provide transparency into executive compensation and ownership changes. While routine tax withholdings are common, the forfeiture of performance-based units can sometimes signal challenges in meeting internal targets, though it's specific to an individual executive's performance.

Stakeholder Impact

  • Shareholders: Minor impact from the forfeiture of performance-based compensation, potentially signaling internal performance challenges for the executive.
  • Employees: No direct impact mentioned.

Next Steps

  • Future vesting of 153,202 Restricted Stock Units, contingent on continued service and achievement of specified performance goals.

Key Dates

DateDescription
03/14/2026Transaction date for the disposition of Common Stock for tax obligations and forfeiture of Performance Stock Units.
03/17/2026Date the Form 4 was signed by Power of Attorney.

Keywords

COHU, Insider Transaction, Form 4, Jeffrey D. Jones, CFO, Performance Stock Units, Restricted Stock Units, Tax Withholding, Executive Compensation

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