Form 4: Skyworks Executive Receives Stock Award, RSUs

Skyworks Solutions' SVP, General Counsel & Secretary, Robert John Terry, reported receiving an unrestricted stock award and restricted stock units, alongside a tax-related share disposal.

Summary

• Robert John Terry, SVP, General Counsel & Secretary of Skyworks Solutions, Inc. (SWKS), reported transactions on November 11, 2025.
• Received an unrestricted stock award of 1,996 shares of common stock as partial payment for the Fiscal 2025 Executive Incentive Plan.
• Disposed of 1,014 shares of common stock at $68.85 per share to cover tax withholding obligations related to the stock issuance.
• Acquired 17,429 Restricted Stock Units (RSUs), each representing the contingent right to receive one share of common stock.
• The RSUs will vest in four equal installments, starting on November 11, 2026, and concluding on November 11, 2029.
• Following these transactions, direct beneficial ownership stands at 24,769 shares, with an additional 3,277 shares held indirectly in a 401(k) plan as of October 31, 2025.

Sentiment

Score: 7

Explanation: The filing indicates a positive event for the executive (stock award, RSU grant) which is a form of compensation, offset by a routine tax-related share disposal. It reflects ongoing executive incentive programs.

Positives

• Robert John Terry received an unrestricted stock award of 1,996 shares as partial payment for the Fiscal 2025 Executive Incentive Plan.
• Terry was granted 17,429 Restricted Stock Units (RSUs), which represent future common stock upon vesting.

Negatives

• 1,014 shares of common stock were disposed of at $68.85 per share to satisfy tax withholding obligations.

Future Outlook

The Restricted Stock Units granted to Robert John Terry are scheduled to vest in four equal annual installments, commencing on November 11, 2026, and concluding on November 11, 2029, indicating a long-term incentive structure.

Industry Context

This filing reflects routine executive compensation practices within the semiconductor industry, where equity awards like unrestricted stock and Restricted Stock Units (RSUs) are common tools for incentivizing and retaining senior management, aligning their interests with long-term shareholder value.

Related Party Transactions

• The unrestricted stock award was made as partial payment for an amount due to the Reporting Person under the Issuer's Fiscal 2025 Executive Incentive Plan, which is a form of related party compensation.

Stakeholder Impact

• Shareholders: The issuance of new shares (or potential future shares from RSUs) could lead to minor dilution over time, but the awards are part of executive compensation designed to align management interests with shareholder value.
• Employees: Reflects the company's executive compensation structure and incentive plans.

Next Steps

• The Restricted Stock Units will begin vesting in four equal installments starting on November 11, 2026.
• The final RSU vesting installment is scheduled for November 11, 2029.

Key Dates

Recommendation

This Form 4 filing details routine executive compensation, including an equity award and RSU grant, alongside a tax-related share disposal. Such transactions are standard for senior management and do not provide new fundamental information to warrant a change in investment thesis. The grants align executive interests with long-term company performance, which is generally positive, but the overall impact on the stock's valuation is neutral given its nature as a compensation disclosure rather than a strategic or operational update. Therefore, a 'hold' recommendation is appropriate as this filing alone does not present a compelling reason to buy or sell.

Keywords

Skyworks Solutions, SWKS, Form 4, Insider Trading, Stock Award, Restricted Stock Units, Executive Compensation, Robert John Terry, Equity Grant