Form 4: Skyworks EVP Kasnavi Receives Stock Award, RSUs

Skyworks Solutions' EVP, Chief Operations & Technology Officer, Reza Kasnavi, reported receiving an unrestricted stock award and restricted stock units, alongside shares disposed for tax obligations.

Summary

• Reza Kasnavi, EVP, Chief Operations & Technology Officer at Skyworks Solutions, Inc., reported transactions on November 11, 2025.
• He acquired 2,552 shares of common stock as an unrestricted stock award, part of his Fiscal 2025 Executive Incentive Plan.
• Concurrently, 1,296 shares were disposed of at $68.85 per share to cover tax withholding obligations related to this stock issuance.
• He also acquired 28,467 Restricted Stock Units (RSUs), which represent the contingent right to receive one share of common stock per unit upon vesting.
• These RSUs will vest in four equal annual installments, starting on November 11, 2026, and concluding on November 11, 2029.
• Following these transactions, Kasnavi directly beneficially owns 33,419 shares of common stock and 28,467 Restricted Stock Units.
• Additionally, he indirectly holds 1,247 shares of common stock through the Skyworks Solutions, Inc. 401(k) plan, based on the latest statement dated October 31, 2025.

Sentiment

Score: 7

Explanation: The filing indicates routine executive compensation, including a stock award and RSUs, which is generally positive for executive retention and alignment with shareholder interests, offset by standard tax-related share disposals. No significant negative implications.

Positives

• Reza Kasnavi received an unrestricted stock award of 2,552 shares as partial payment under the Fiscal 2025 Executive Incentive Plan, indicating performance-based compensation.
• He was granted 28,467 Restricted Stock Units, aligning his long-term incentives with shareholder value.

Negatives

• 1,296 shares of common stock were disposed of at $68.85 per share to satisfy tax withholding obligations, reducing direct share ownership.

Future Outlook

The Restricted Stock Units granted to Reza Kasnavi are scheduled to vest in four equal annual installments, beginning on November 11, 2026, and concluding on November 11, 2029, indicating a long-term retention and incentive structure.

Industry Context

This Form 4 filing reflects routine executive compensation practices within the technology and semiconductor industry, where equity awards like unrestricted stock and Restricted Stock Units are commonly used to incentivize and retain key management personnel, aligning their interests with long-term company performance and shareholder value.

Stakeholder Impact

• Shareholders: The grant of equity awards to an executive aligns management's interests with long-term shareholder value. The disposal of shares for tax purposes is a routine event and has minimal impact.
• Employees: Reflects standard executive compensation practices, which may influence broader compensation strategies.

Next Steps

• The Restricted Stock Units will begin vesting on November 11, 2026, with subsequent vesting dates annually until November 11, 2029.

Key Dates

Recommendation

This Form 4 filing details routine executive compensation, including stock awards and Restricted Stock Units, and associated tax-related share disposals. These transactions are standard for executive incentive plans and do not provide new fundamental information about the company's operational performance or strategic direction that would warrant a change in investment recommendation. The filing primarily reflects internal compensation mechanisms rather than market-moving news.

Keywords

Skyworks Solutions, SWKS, Reza Kasnavi, SEC Form 4, Insider Trading, Stock Award, Restricted Stock Units, Executive Compensation, Equity Grant, Officer Transaction