Form 4: SMCI Executive's Stock Holdings Update

Super Micro Computer's SVP, Chief Accounting Officer, Kenneth Cheung, reported the vesting of restricted stock units and subsequent tax-related share withholding.

Summary

• Kenneth Cheung, SVP, Chief Accounting Officer of Super Micro Computer, Inc. (SMCI), reported changes in his beneficial ownership.
• On November 10, 2025, 1,250 restricted stock units (RSUs) vested, leading to the acquisition of 1,250 shares of SMCI common stock.
• Concurrently, 635 shares of SMCI common stock were withheld by the company to satisfy tax withholding obligations related to the RSU vesting, at a price of $40.19 per share.
• Following these transactions, Kenneth Cheung directly beneficially owns 56,472 shares of SMCI common stock.
• He also holds 8,750 unvested restricted stock units.

Sentiment

Score: 5

Explanation: The filing reports a routine insider transaction involving the vesting of restricted stock units and subsequent tax withholding, which is a standard compensation event and does not indicate a significant positive or negative sentiment regarding the company's performance or outlook.

Positives

• Kenneth Cheung acquired 1,250 shares of common stock through the vesting of restricted stock units, increasing his direct ownership.

Negatives

• 635 shares of common stock were disposed of to cover tax withholding obligations, reducing the net shares received from vesting.

Future Outlook

Remaining restricted stock units will continue to vest at a rate of 1/16th at the end of each successive calendar quarter after August 10, 2024, subject to Kenneth Cheung's continued service to SMCI.

Industry Context

NA

Related Party Transactions

• The withholding of 635 shares by SMCI to satisfy tax obligations for Kenneth Cheung's RSU vesting is a related party transaction as part of executive compensation.

Stakeholder Impact

• Shareholders: The transaction represents a routine compensation event with minimal impact on overall share structure, involving minor dilution from RSU issuance partially offset by shares withheld for tax.
• Employees: Reflects standard executive compensation practices, aligning executive interests with company performance through equity awards.

Next Steps

• Remaining restricted stock units will continue to vest quarterly according to the established schedule.

Key Dates

Keywords

SMCI, Super Micro Computer, Kenneth Cheung, Form 4, insider transaction, RSU, restricted stock units, stock ownership, executive compensation