Form 4: Skyworks Executive Reports Stock Transactions

Robert J. Terry, SVP, General Counsel & Secretary of Skyworks Solutions, Inc., reported multiple transactions involving common stock and restricted stock units.

Summary

• Robert J. Terry, SVP, General Counsel & Secretary of Skyworks Solutions, Inc., reported several transactions on November 7, 2025.
• Acquired 3,693 shares of common stock through the conversion of restricted stock units (RSUs).
• Acquired an additional 7,079 shares of common stock from a performance share award, which was granted on November 7, 2023, and was contingent on continued employment and achievement of pre-established performance metrics for fiscal years 2024 and 2025.
• Disposed of a total of 5,472 shares (1,876 and 3,596) of common stock at a price of $69.58 per share to satisfy tax withholding obligations related to the issuance of unrestricted stock.
• Following these transactions, direct beneficial ownership stands at 21,012 shares of common stock.
• Indirect beneficial ownership includes 3,277 shares held in the Skyworks Solutions, Inc. 401(k) plan as of October 31, 2025.
• Remaining derivative beneficial ownership consists of 7,385 restricted stock units, which vest in four equal installments starting November 7, 2024, and ending November 7, 2027.

Sentiment

Score: 6

Explanation: The filing reports routine insider transactions, including the vesting of restricted stock units and performance shares, offset by tax-related share disposals. The performance share award suggests the achievement of company metrics, which is a positive signal.

Positives

• Acquisition of 7,079 shares of common stock from a performance share award, indicating the achievement by the Issuer of certain pre-established performance metrics for fiscal years 2024 and 2025.
• Conversion of 3,693 restricted stock units into common stock, increasing direct share ownership.

Negatives

• Disposal of 5,472 shares of common stock at $69.58 per share to cover tax withholding obligations, which reduces the direct share count.

Future Outlook

Remaining restricted stock units (7,385) will vest in four equal installments, with the final vesting date on November 7, 2027. The performance share award for 7,079 shares was contingent on the achievement of certain pre-established performance metrics for fiscal years 2024 and 2025.

Industry Context

This filing details routine insider compensation and ownership changes, which are standard disclosures across all publicly traded companies and do not inherently reflect broader industry trends.

Stakeholder Impact

• Shareholders: Provides transparency into executive compensation and ownership changes, which are part of standard corporate governance practices. The performance-based award suggests management's alignment with company performance goals.

Next Steps

• Future vesting installments for the remaining 7,385 restricted stock units will occur until November 7, 2027.

Key Dates

Recommendation

The Form 4 details routine insider transactions, including the conversion of restricted stock units and performance share awards, alongside disposals for tax obligations. These transactions are part of standard executive compensation and do not indicate a significant change in the company's fundamental outlook or warrant a strong buy or sell recommendation based solely on this filing.

Keywords

Skyworks Solutions, SWKS, Form 4, Insider Trading, Stock Transactions, Restricted Stock Units, Performance Shares, Executive Compensation