[Form 4] Super Micro Computer, Inc. Insider Trading Activity
Form 4 overview 鈥� Super Micro Computer, Inc. (SMCI)
On 07/01/2025, Don W. Clegg, the company鈥檚 Senior Vice President of Worldwide Sales, reported a series of routine equity transactions linked to previously granted restricted stock units (RSUs). Key points:
- RSU vesting & exercises (Code 鈥淢鈥�): Four tranches of RSUs were converted into a total of 11,305 common shares (7,960 + 800 + 660 + 1,885).
- Shares withheld for taxes (Code 鈥淔鈥�): 5,163 shares were automatically surrendered at $47.20 per share to satisfy statutory tax-withholding obligations.
- Net change in ownership: After the transactions, Clegg鈥檚 direct holdings increased by 6,142 shares to 41,447 shares.
- Split adjustment: Footnote 2 clarifies that the RSU amounts reflect the 10-for-1 forward stock split effective 09/30/2024.
- Remaining un-vested RSUs: Clegg still beneficially owns derivative interests covering 7,960; 1,600; 1,320; and 5,657 RSUs that continue to vest annually through 2028, contingent on continued service.
No open-market sales were reported; all disposals were tax-related. The filing signals continued equity accumulation by a key executive but does not indicate a change in strategic outlook or corporate fundamentals.
Panoramica del Modulo 4 鈥� Super Micro Computer, Inc. (SMCI)
Il 01/07/2025, Don W. Clegg, Vicepresidente Senior delle Vendite Mondiali dell鈥檃zienda, ha comunicato una serie di operazioni ordinarie relative a unit脿 azionarie vincolate (RSU) precedentemente assegnate. Punti chiave:
- Vesting ed esercizio delle RSU (Codice 鈥淢鈥�): Quattro tranche di RSU sono state convertite in un totale di 11.305 azioni ordinarie (7.960 + 800 + 660 + 1.885).
- Azioni trattenute per tasse (Codice 鈥淔鈥�): 5.163 azioni sono state automaticamente cedute a 47,20$ ciascuna per assolvere agli obblighi di ritenuta fiscale.
- Variazione netta nella propriet脿: Dopo le operazioni, la detenzione diretta di Clegg 猫 aumentata di 6.142 azioni, raggiungendo 41.447 azioni.
- Aggiustamento per frazionamento: La nota 2 specifica che le quantit脿 di RSU riflettono il frazionamento azionario 10-contro-1 efficace dal 30/09/2024.
- RSU ancora non maturate: Clegg detiene ancora interessi derivati su 7.960; 1.600; 1.320; e 5.657 RSU che maturano annualmente fino al 2028, subordinati al proseguimento del servizio.
Non sono state segnalate vendite sul mercato aperto; tutte le cessioni sono state legate a questioni fiscali. Il documento indica un鈥檜lteriore accumulo di azioni da parte di un dirigente chiave, senza per貌 suggerire cambiamenti nella strategia o nei fondamentali aziendali.
Resumen del Formulario 4 鈥� Super Micro Computer, Inc. (SMCI)
El 01/07/2025, Don W. Clegg, Vicepresidente Senior de Ventas Mundiales de la compa帽铆a, report贸 una serie de transacciones rutinarias relacionadas con unidades restringidas de acciones (RSUs) previamente otorgadas. Puntos clave:
- Vesting y ejercicios de RSU (C贸digo 鈥淢鈥�): Cuatro tramos de RSU se convirtieron en un total de 11.305 acciones ordinarias (7.960 + 800 + 660 + 1.885).
- Acciones retenidas para impuestos (C贸digo 鈥淔鈥�): 5.163 acciones fueron entregadas autom谩ticamente a $47.20 por acci贸n para cumplir con las obligaciones fiscales.
- Cambio neto en la propiedad: Tras las transacciones, la tenencia directa de Clegg aument贸 en 6.142 acciones a 41.447 acciones.
- Ajuste por divisi贸n de acciones: La nota 2 aclara que las cantidades de RSU reflejan la divisi贸n de acciones 10 a 1 efectiva el 30/09/2024.
- RSUs pendientes de vesting: Clegg a煤n posee intereses derivados sobre 7.960; 1.600; 1.320; y 5.657 RSUs que contin煤an vesti茅ndose anualmente hasta 2028, sujeto a la continuidad del servicio.
No se reportaron ventas en el mercado abierto; todas las disposiciones fueron por motivos fiscales. La presentaci贸n indica una acumulaci贸n continua de acciones por parte de un ejecutivo clave, pero no se帽ala cambios en la estrategia o fundamentos corporativos.
Form 4 臧滌殧 鈥� Super Micro Computer, Inc. (SMCI)
2025雲� 7鞗� 1鞚�, 須岇偓鞚� 鞝� 靹戈硠 鞓侅梾 靾橃劃 攵�靷灔鞚� Don W. Clegg臧� 鞚挫爠鞐� 攵�鞐悳 鞝滍暅 欤检嫕 雼渼(RSU)鞕� 甏�霠悳 鞚茧牗鞚� 鞚茧皹 欤检嫕 瓯半灅毳� 氤搓碃頄堨姷雼堧嫟. 欤检殧 雮挫毄:
- RSU 氩犾姢韺� 氚� 頄夓偓 (旖旊摐 鈥淢鈥�): 雱� 臧滌潣 RSU 韸鸽灉旃橁皜 齑� 11,305欤�(7,960 + 800 + 660 + 1,885)鞚� 氤错喌欤茧 鞝勴櫂霅橃棃鞀惦媹雼�.
- 靹戈笀 鞗愳矞歆曥垬毳� 鞙勴暅 欤检嫕 氤措 (旖旊摐 鈥淔鈥�): 5,163欤缄皜 欤茧嫻 47.20雼煬鞐� 鞛愲彊鞙茧 鞝滌稖霅橃柎 氩曥爼 靹戈笀 鞗愳矞歆曥垬 鞚橂毳� 於╈”頄堨姷雼堧嫟.
- 靻岇湢甓� 靾滊硛霃�: 瓯半灅 頉� Clegg鞚� 歆侅爲 氤挫湢 欤检嫕鞚� 6,142欤� 歃濌皜頃橃棳 41,447欤缄皜 霅橃棃鞀惦媹雼�.
- 欤检嫕 攵勴暊 臁办爼: 欤检劃 2電� RSU 靾橂焿鞚� 2024雲� 9鞗� 30鞚� 氚滍毃霅� 10雽� 1 欤检嫕 攵勴暊鞚� 氚橃榿頃潉 氇呾嫓頃╇媹雼�.
- 雮晞鞛堧姅 氙鸽矤鞀ろ寘 RSU: Clegg電� 瓿勳啀 攴茧 臁瓣贝 頃橃棎 2028雲勱箤歆� 毵る厔 氩犾姢韺呺悩電� 7,960; 1,600; 1,320; 氚� 5,657 RSU鞐� 雽�頃� 韺岇儩 鞚挫澋鞚� 鞐爠頌� 氤挫湢頃橁碃 鞛堨姷雼堧嫟.
瓿店皽 鞁滌灔鞐愳劀鞚� 毵る弰電� 氤搓碃霅橃 鞎婌晿鞙茧┌, 氇摖 觳橂秳鞚� 靹戈笀 甏�霠澊鞐堨姷雼堧嫟. 鞚措矆 鞝滌稖鞚� 欤检殧 鞛勳洂鞚� 歆�靻嶌爜鞚� 欤检嫕 於曥爜鞚� 雮橅儉雮挫毵� 鞝勲灥鞝� 鞝勲鞚措倶 旮办梾 旮半掣 靷暛鞚� 氤�頇旊ゼ 鞚橂頃橃電� 鞎婌姷雼堧嫟.
Vue d'ensemble du Formulaire 4 鈥� Super Micro Computer, Inc. (SMCI)
Le 01/07/2025, Don W. Clegg, Vice-Pr茅sident Senior des Ventes Mondiales de la soci茅t茅, a d茅clar茅 une s茅rie de transactions courantes li茅es 脿 des unit茅s d鈥檃ctions restreintes (RSU) pr茅c茅demment attribu茅es. Points cl茅s :
- Acquisition et exercice des RSU (Code 芦 M 禄) : Quatre tranches de RSU ont 茅t茅 converties en un total de 11 305 actions ordinaires (7 960 + 800 + 660 + 1 885).
- Actions retenues pour imp么ts (Code 芦 F 禄) : 5 163 actions ont 茅t茅 automatiquement remises 脿 47,20 $ chacune pour satisfaire aux obligations l茅gales de retenue d鈥檌mp么t.
- Variation nette de la propri茅t茅 : Apr猫s ces op茅rations, la d茅tention directe de Clegg a augment茅 de 6 142 actions pour atteindre 41 447 actions.
- Ajustement li茅 au fractionnement : La note 2 pr茅cise que les montants de RSU tiennent compte du fractionnement d鈥檃ctions 10 pour 1 effectif au 30/09/2024.
- RSU non acquises restantes : Clegg d茅tient toujours des int茅r锚ts d茅riv茅s sur 7 960 ; 1 600 ; 1 320 ; et 5 657 RSU qui continuent 脿 s鈥檃cqu茅rir annuellement jusqu鈥檈n 2028, sous condition de maintien en poste.
Aucune vente sur le march茅 ouvert n鈥檃 茅t茅 signal茅e ; toutes les cessions 茅taient li茅es 脿 des obligations fiscales. Ce d茅p么t indique une accumulation continue d鈥檃ctions par un cadre cl茅, sans toutefois sugg茅rer de changement dans la strat茅gie ou les fondamentaux de l鈥檈ntreprise.
Formular 4 脺bersicht 鈥� Super Micro Computer, Inc. (SMCI)
Am 01.07.2025 meldete Don W. Clegg, Senior Vice President Worldwide Sales des Unternehmens, eine Reihe routinem盲脽iger Aktiengesch盲fte im Zusammenhang mit zuvor gew盲hrten Restricted Stock Units (RSUs). Wichtige Punkte:
- RSU-Vesting & Aus眉bung (Code 鈥濵鈥�): Vier Tranchen von RSUs wurden in insgesamt 11.305 Stammaktien umgewandelt (7.960 + 800 + 660 + 1.885).
- Zur眉ckbehaltene Aktien f眉r Steuern (Code 鈥濬鈥�): 5.163 Aktien wurden automatisch zu je 47,20 $ abgegeben, um gesetzliche Steuerabzugsverpflichtungen zu erf眉llen.
- Nettover盲nderung des Eigentums: Nach den Transaktionen erh枚hte sich Cleggs direkte Beteiligung um 6.142 Aktien auf 41.447 Aktien.
- Aktien-Split-Anpassung: Fu脽note 2 stellt klar, dass die RSU-Mengen den 10-zu-1 Aktiensplit zum 30.09.2024 widerspiegeln.
- Verbleibende nicht vestete RSUs: Clegg besitzt weiterhin derivativen Anspruch auf 7.960; 1.600; 1.320; und 5.657 RSUs, die j盲hrlich bis 2028 vesten, vorbehaltlich fortgesetzter Dienstzeit.
Keine Verk盲ufe am offenen Markt wurden gemeldet; alle Ver盲u脽erungen dienten steuerlichen Zwecken. Die Meldung signalisiert eine fortgesetzte Aktienakkumulation eines wichtigen F眉hrungskr盲fte, ohne jedoch auf eine 脛nderung der strategischen Ausrichtung oder der Unternehmensgrundlagen hinzudeuten.
- Net increase of 6,142 shares in direct insider ownership, potentially signalling management鈥檚 confidence.
- No open-market selling; all disposals were automatic tax withholdings, reducing bearish interpretations.
- 5,163 shares withheld for taxes at $47.20 indicates dilution to satisfy obligations, though routine.
Insights
TL;DR 鈥� Routine RSU vesting; insider鈥檚 net share count rises by ~6.1 k, no open-market selling.
The filing shows standard quarterly vesting of multiple RSU grants. Code 鈥淢鈥� entries convert RSUs into shares, while Code 鈥淔鈥� entries denote shares withheld to cover taxes at $47.20. Because the insider kept roughly 54% of the vested shares, his direct stake rose to 41,447 shares. This pattern aligns with prior filings and suggests confidence, albeit modest, in future performance. As no discretionary sales occurred, the market impact should be limited.
TL;DR 鈥� Neutral signal; executive retains majority of vested stock, typical for SMCI鈥檚 compensation cycle.
Vesting covers grants from 2023-2025 that were adjusted for last year鈥檚 split. Post-transaction ownership equates to a low-single-digit percentage of the float, hence not materially altering insider ownership structure. The absence of open-market sales mitigates negative interpretation, but the filing delivers no new information on operations or outlook. I view this as administratively routine and not actionable for portfolio positioning.
Panoramica del Modulo 4 鈥� Super Micro Computer, Inc. (SMCI)
Il 01/07/2025, Don W. Clegg, Vicepresidente Senior delle Vendite Mondiali dell鈥檃zienda, ha comunicato una serie di operazioni ordinarie relative a unit脿 azionarie vincolate (RSU) precedentemente assegnate. Punti chiave:
- Vesting ed esercizio delle RSU (Codice 鈥淢鈥�): Quattro tranche di RSU sono state convertite in un totale di 11.305 azioni ordinarie (7.960 + 800 + 660 + 1.885).
- Azioni trattenute per tasse (Codice 鈥淔鈥�): 5.163 azioni sono state automaticamente cedute a 47,20$ ciascuna per assolvere agli obblighi di ritenuta fiscale.
- Variazione netta nella propriet脿: Dopo le operazioni, la detenzione diretta di Clegg 猫 aumentata di 6.142 azioni, raggiungendo 41.447 azioni.
- Aggiustamento per frazionamento: La nota 2 specifica che le quantit脿 di RSU riflettono il frazionamento azionario 10-contro-1 efficace dal 30/09/2024.
- RSU ancora non maturate: Clegg detiene ancora interessi derivati su 7.960; 1.600; 1.320; e 5.657 RSU che maturano annualmente fino al 2028, subordinati al proseguimento del servizio.
Non sono state segnalate vendite sul mercato aperto; tutte le cessioni sono state legate a questioni fiscali. Il documento indica un鈥檜lteriore accumulo di azioni da parte di un dirigente chiave, senza per貌 suggerire cambiamenti nella strategia o nei fondamentali aziendali.
Resumen del Formulario 4 鈥� Super Micro Computer, Inc. (SMCI)
El 01/07/2025, Don W. Clegg, Vicepresidente Senior de Ventas Mundiales de la compa帽铆a, report贸 una serie de transacciones rutinarias relacionadas con unidades restringidas de acciones (RSUs) previamente otorgadas. Puntos clave:
- Vesting y ejercicios de RSU (C贸digo 鈥淢鈥�): Cuatro tramos de RSU se convirtieron en un total de 11.305 acciones ordinarias (7.960 + 800 + 660 + 1.885).
- Acciones retenidas para impuestos (C贸digo 鈥淔鈥�): 5.163 acciones fueron entregadas autom谩ticamente a $47.20 por acci贸n para cumplir con las obligaciones fiscales.
- Cambio neto en la propiedad: Tras las transacciones, la tenencia directa de Clegg aument贸 en 6.142 acciones a 41.447 acciones.
- Ajuste por divisi贸n de acciones: La nota 2 aclara que las cantidades de RSU reflejan la divisi贸n de acciones 10 a 1 efectiva el 30/09/2024.
- RSUs pendientes de vesting: Clegg a煤n posee intereses derivados sobre 7.960; 1.600; 1.320; y 5.657 RSUs que contin煤an vesti茅ndose anualmente hasta 2028, sujeto a la continuidad del servicio.
No se reportaron ventas en el mercado abierto; todas las disposiciones fueron por motivos fiscales. La presentaci贸n indica una acumulaci贸n continua de acciones por parte de un ejecutivo clave, pero no se帽ala cambios en la estrategia o fundamentos corporativos.
Form 4 臧滌殧 鈥� Super Micro Computer, Inc. (SMCI)
2025雲� 7鞗� 1鞚�, 須岇偓鞚� 鞝� 靹戈硠 鞓侅梾 靾橃劃 攵�靷灔鞚� Don W. Clegg臧� 鞚挫爠鞐� 攵�鞐悳 鞝滍暅 欤检嫕 雼渼(RSU)鞕� 甏�霠悳 鞚茧牗鞚� 鞚茧皹 欤检嫕 瓯半灅毳� 氤搓碃頄堨姷雼堧嫟. 欤检殧 雮挫毄:
- RSU 氩犾姢韺� 氚� 頄夓偓 (旖旊摐 鈥淢鈥�): 雱� 臧滌潣 RSU 韸鸽灉旃橁皜 齑� 11,305欤�(7,960 + 800 + 660 + 1,885)鞚� 氤错喌欤茧 鞝勴櫂霅橃棃鞀惦媹雼�.
- 靹戈笀 鞗愳矞歆曥垬毳� 鞙勴暅 欤检嫕 氤措 (旖旊摐 鈥淔鈥�): 5,163欤缄皜 欤茧嫻 47.20雼煬鞐� 鞛愲彊鞙茧 鞝滌稖霅橃柎 氩曥爼 靹戈笀 鞗愳矞歆曥垬 鞚橂毳� 於╈”頄堨姷雼堧嫟.
- 靻岇湢甓� 靾滊硛霃�: 瓯半灅 頉� Clegg鞚� 歆侅爲 氤挫湢 欤检嫕鞚� 6,142欤� 歃濌皜頃橃棳 41,447欤缄皜 霅橃棃鞀惦媹雼�.
- 欤检嫕 攵勴暊 臁办爼: 欤检劃 2電� RSU 靾橂焿鞚� 2024雲� 9鞗� 30鞚� 氚滍毃霅� 10雽� 1 欤检嫕 攵勴暊鞚� 氚橃榿頃潉 氇呾嫓頃╇媹雼�.
- 雮晞鞛堧姅 氙鸽矤鞀ろ寘 RSU: Clegg電� 瓿勳啀 攴茧 臁瓣贝 頃橃棎 2028雲勱箤歆� 毵る厔 氩犾姢韺呺悩電� 7,960; 1,600; 1,320; 氚� 5,657 RSU鞐� 雽�頃� 韺岇儩 鞚挫澋鞚� 鞐爠頌� 氤挫湢頃橁碃 鞛堨姷雼堧嫟.
瓿店皽 鞁滌灔鞐愳劀鞚� 毵る弰電� 氤搓碃霅橃 鞎婌晿鞙茧┌, 氇摖 觳橂秳鞚� 靹戈笀 甏�霠澊鞐堨姷雼堧嫟. 鞚措矆 鞝滌稖鞚� 欤检殧 鞛勳洂鞚� 歆�靻嶌爜鞚� 欤检嫕 於曥爜鞚� 雮橅儉雮挫毵� 鞝勲灥鞝� 鞝勲鞚措倶 旮办梾 旮半掣 靷暛鞚� 氤�頇旊ゼ 鞚橂頃橃電� 鞎婌姷雼堧嫟.
Vue d'ensemble du Formulaire 4 鈥� Super Micro Computer, Inc. (SMCI)
Le 01/07/2025, Don W. Clegg, Vice-Pr茅sident Senior des Ventes Mondiales de la soci茅t茅, a d茅clar茅 une s茅rie de transactions courantes li茅es 脿 des unit茅s d鈥檃ctions restreintes (RSU) pr茅c茅demment attribu茅es. Points cl茅s :
- Acquisition et exercice des RSU (Code 芦 M 禄) : Quatre tranches de RSU ont 茅t茅 converties en un total de 11 305 actions ordinaires (7 960 + 800 + 660 + 1 885).
- Actions retenues pour imp么ts (Code 芦 F 禄) : 5 163 actions ont 茅t茅 automatiquement remises 脿 47,20 $ chacune pour satisfaire aux obligations l茅gales de retenue d鈥檌mp么t.
- Variation nette de la propri茅t茅 : Apr猫s ces op茅rations, la d茅tention directe de Clegg a augment茅 de 6 142 actions pour atteindre 41 447 actions.
- Ajustement li茅 au fractionnement : La note 2 pr茅cise que les montants de RSU tiennent compte du fractionnement d鈥檃ctions 10 pour 1 effectif au 30/09/2024.
- RSU non acquises restantes : Clegg d茅tient toujours des int茅r锚ts d茅riv茅s sur 7 960 ; 1 600 ; 1 320 ; et 5 657 RSU qui continuent 脿 s鈥檃cqu茅rir annuellement jusqu鈥檈n 2028, sous condition de maintien en poste.
Aucune vente sur le march茅 ouvert n鈥檃 茅t茅 signal茅e ; toutes les cessions 茅taient li茅es 脿 des obligations fiscales. Ce d茅p么t indique une accumulation continue d鈥檃ctions par un cadre cl茅, sans toutefois sugg茅rer de changement dans la strat茅gie ou les fondamentaux de l鈥檈ntreprise.
Formular 4 脺bersicht 鈥� Super Micro Computer, Inc. (SMCI)
Am 01.07.2025 meldete Don W. Clegg, Senior Vice President Worldwide Sales des Unternehmens, eine Reihe routinem盲脽iger Aktiengesch盲fte im Zusammenhang mit zuvor gew盲hrten Restricted Stock Units (RSUs). Wichtige Punkte:
- RSU-Vesting & Aus眉bung (Code 鈥濵鈥�): Vier Tranchen von RSUs wurden in insgesamt 11.305 Stammaktien umgewandelt (7.960 + 800 + 660 + 1.885).
- Zur眉ckbehaltene Aktien f眉r Steuern (Code 鈥濬鈥�): 5.163 Aktien wurden automatisch zu je 47,20 $ abgegeben, um gesetzliche Steuerabzugsverpflichtungen zu erf眉llen.
- Nettover盲nderung des Eigentums: Nach den Transaktionen erh枚hte sich Cleggs direkte Beteiligung um 6.142 Aktien auf 41.447 Aktien.
- Aktien-Split-Anpassung: Fu脽note 2 stellt klar, dass die RSU-Mengen den 10-zu-1 Aktiensplit zum 30.09.2024 widerspiegeln.
- Verbleibende nicht vestete RSUs: Clegg besitzt weiterhin derivativen Anspruch auf 7.960; 1.600; 1.320; und 5.657 RSUs, die j盲hrlich bis 2028 vesten, vorbehaltlich fortgesetzter Dienstzeit.
Keine Verk盲ufe am offenen Markt wurden gemeldet; alle Ver盲u脽erungen dienten steuerlichen Zwecken. Die Meldung signalisiert eine fortgesetzte Aktienakkumulation eines wichtigen F眉hrungskr盲fte, ohne jedoch auf eine 脛nderung der strategischen Ausrichtung oder der Unternehmensgrundlagen hinzudeuten.
FAQ
How many SMCI shares does Don W. Clegg now own?
Were any SMCI shares sold on the open market?
What is the significance of Code 鈥淢鈥� in this Form 4?
Why do the RSU amounts differ from earlier reports?
When will the remaining RSUs vest for Don Clegg?
