Form 4: Director Andrew Caggia Receives Cohu Equity Grant

Director Andrew M. Caggia was granted 3,578 restricted stock units as part of his compensation for service on the Cohu, Inc. board.

Summary

• Director Andrew M. Caggia acquired 3,578 Restricted Stock Units (RSUs) on May 15, 2026.
• The RSUs represent a contingent right to receive one share of Cohu, Inc. common stock upon vesting.
• Vesting occurs on the earlier of the one-year anniversary of the grant or the next annual meeting of stockholders.
• Following this transaction, the director's total beneficial ownership includes 79,736 shares, comprised of 3,578 RSUs and 60,762 Deferred Stock Units (DSUs).

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a routine administrative filing regarding director compensation with no material impact on company operations or financial outlook.

Positives

• Alignment of director interests with long-term shareholder value through equity-based compensation.

Negatives

• None identified; this is a standard director compensation disclosure.

Risks

• Vesting of equity is contingent upon continued service on the Board of Directors.

Future Outlook

The RSUs will vest on the earlier of the one-year anniversary of the grant or the next Cohu, Inc. Annual Meeting of Stockholders, provided the director remains in service.

Industry Context

StockSavvy.ai notes that equity-based compensation for board members is a standard corporate governance practice in the semiconductor equipment industry to ensure director retention and alignment with shareholder interests.

Comparison to Industry Standards

• The use of RSUs and DSUs for director compensation is consistent with standard practices among mid-cap technology and semiconductor equipment companies.
• The vesting schedule aligns with typical annual director compensation cycles observed in the industry.

Stakeholder Impact

• Minimal impact on shareholders as this represents standard director compensation.

Next Steps

• Vesting of the 3,578 RSUs upon the earlier of the one-year anniversary or the next annual meeting.

Key Dates

Keywords

Cohu, COHU, Director Compensation, Restricted Stock Units, Insider Transaction, Equity Grant