Form 4: Monolithic Power Systems Awards EVP Tseng 135,520 Shares

Monolithic Power Systems' EVP & General Counsel, Saria Tseng, was awarded 135,520 shares of common stock following the successful achievement of performance criteria for market-based restricted stock units.

Summary

• Saria Tseng, Executive Vice President & General Counsel of Monolithic Power Systems Inc. (MPWR), acquired 135,520 shares of common stock.
• The acquisition occurred on October 25, 2025, at a price of $0 per share.
• These shares resulted from the vesting of market-based restricted stock units (MSUs) that were originally granted on October 25, 2022.
• The MSUs vested due to the company's achievement of specific stock price targets and a relative total stockholder return percentile rank over a three-year performance period.
• The Company's Compensation Committee of the Board of Directors certified and approved the achievement of these performance criteria on October 25, 2025.
• Following this transaction, Saria Tseng beneficially owns a total of 261,874 shares of Monolithic Power Systems Inc. common stock.

Sentiment

Score: 8

Explanation: The vesting of a significant number of market-based restricted stock units due to the achievement of performance criteria reflects strong company performance and successful execution against strategic goals. This aligns executive incentives with shareholder value creation.

Positives

• The achievement of performance criteria for market-based restricted stock units (MSUs) indicates strong company performance against set targets, including stock price and relative total stockholder return.
• The award of 135,520 shares to a key executive, Saria Tseng, reinforces the alignment of management incentives with shareholder value creation.

Future Outlook

No forward-looking statements or guidance are provided in this Form 4 filing.

Industry Context

The award of performance-based equity to executives is a common practice in the technology and semiconductor industry to incentivize long-term performance and align management interests with shareholder returns. This filing reflects standard executive compensation practices within the sector.

Comparison to Industry Standards

• Performance-based equity awards, such as market-based restricted stock units (MSUs) tied to stock price targets and relative total shareholder return, are a widely adopted compensation mechanism across the technology and semiconductor industries.
• Companies like NVIDIA, Intel, and Qualcomm frequently utilize similar structures to motivate executive performance and retention.
• The specific metrics used (stock price targets, relative TSR) are standard benchmarks for evaluating executive contributions to shareholder value.

Corporate Governance

Related Party Transactions

• This filing details an executive compensation event, which is a transaction between the company and a key executive. While an insider transaction, it is part of a pre-approved compensation plan rather than a special related-party dealing.

Stakeholder Impact

• Shareholders: Positive impact as the award signifies successful achievement of performance targets, potentially leading to increased shareholder value. It also reinforces management's alignment with shareholder interests.
• Employees: May signal a positive outlook for the company's performance and a commitment to performance-based incentives.

Key Dates

Keywords

Monolithic Power Systems, MPWR, Saria Tseng, Form 4, insider transaction, stock award, restricted stock units, RSU, executive compensation, performance vesting, common stock