Form 4: Super Micro CEO Reports RSU Vesting and Tax Withholding

Super Micro Computer, Inc. CEO Charles Liang reported the vesting of restricted stock units and associated tax withholding, maintaining significant beneficial ownership.

Summary

• Charles Liang, President and CEO, Director, and 10% Owner of Super Micro Computer, Inc. (SMCI), reported changes in beneficial ownership.
• On February 10, 2026, 2,110 shares of common stock were acquired through the vesting of restricted stock units (RSUs).
• Concurrently, 1,251 shares of common stock were disposed of at a price of $33.33 per share to satisfy tax withholding obligations related to the net settlement of vested RSUs.
• The disposition for tax purposes was not a market transaction and is exempt from Section 16(b) of the Securities Exchange Act of 1934.
• Following these transactions, Charles Liang's beneficial ownership includes 40,426,120 shares directly owned, 608,258 shares indirectly owned by spouse, and 25,672,520 shares indirectly owned by a joint account with spouse.
• An additional 10,570 restricted stock units are beneficially owned indirectly by spouse.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a neutral to slightly positive event, reflecting routine executive compensation and continued significant insider ownership, which aligns management's interests with shareholders.

Positives

• The vesting of restricted stock units indicates continued compensation and alignment of management interests with shareholders.
• Charles Liang maintains a substantial beneficial ownership in Super Micro Computer, Inc., demonstrating significant insider commitment.

Future Outlook

Restricted stock units are scheduled to vest at a rate of 1/16th of the total number of units at the end of each successive calendar quarter after May 10, 2024, contingent on the reporting person's spouse's continued service to SMCI.

Industry Context

StockSavvy.ai notes that routine insider transactions, such as RSU vestings and associated tax withholdings, are common occurrences in publicly traded companies. While not typically indicative of major strategic shifts, they reflect ongoing executive compensation structures and insider ownership levels, which can be a positive signal of management's vested interest in the company's long-term performance.

Related Party Transactions

• Indirect beneficial ownership by spouse and through a joint account with spouse is reported, which is a standard disclosure for related parties in insider filings.

Stakeholder Impact

• Shareholders: Continued alignment of management's interests with shareholders through significant beneficial ownership.
• Employees (specifically the reporting person's spouse): Continued service is a condition for future RSU vesting.

Next Steps

• Continued vesting of remaining restricted stock units according to the established schedule, subject to service conditions.

Key Dates

Keywords

Super Micro Computer, SMCI, Charles Liang, Insider Transaction, Form 4, Restricted Stock Units, RSU Vesting, Beneficial Ownership, Tax Withholding