Super Micro Computer Inc SEC Filings

David E. Weigand, SVP and Chief Financial Officer of Super Micro Computer, Inc. (SMCI), reported option exercise and share sales under a Rule 10b5-1 trading plan. On 09/03/2025 he exercised 25,000 employee stock options with an adjusted exercise price of $5.304 per share, resulting in an immediate increase in beneficially owned common stock to 125,188 shares. The same day he sold 24,700 shares at a weighted average price of $40.2844 and 300 shares at a weighted average price of $40.8533, leaving him with 100,188 shares.

The filing notes the exercised option was equitably adjusted for a 10-for-1 forward split and is fully vested. Table II shows 50,000 employee stock options remain outstanding and exercisable. The transactions were effected pursuant to a 10b5-1 plan adopted May 30, 2025.

Super Micro Computer, Inc. (SMCI) filed a Form 144 disclosing a proposed sale of 50,000 common shares to be handled by Morgan Stanley Smith Barney LLC on NASDAQ with an approximate sale date of 09/03/2025. The shares were acquired the same day, 09/03/2025, via exercise of stock options from the issuer and paid in cash. The filing reports an aggregate market value of $2,039,000.00 and states there are 594,273,308 shares outstanding. The filer reported no securities sold in the past three months. Several filer and issuer contact fields in the copy provided are blank or not populated.

Reporting person: Liu Liang Chiu-Chu Sara, a director and >10% owner of Super Micro Computer, Inc. (SMCI), reported transactions on 08/26/2025. The filing shows a sale of 603,657 shares of common stock, leaving 40,426,120 shares beneficially owned indirectly by spouse and 25,677,520 shares held indirectly in a joint account with spouse.

The filing also reports acquisition of 1,094 restricted stock units that vest in four equal annual increments beginning 07/01/2026 and a reportable creation of a derivative security following certification that the revenue goal for the fifth tranche of a performance option award was met, producing a 1,000,000 share tranche that will be exercisable only if the applicable $110 stock-price goal is later certified.

Charles Liang, President, CEO, Director and 10% owner of Super Micro Computer, Inc. (SMCI), reported transactions dated 08/26/2025. The filing records a disposition of 40,426,120 shares of common stock and shows beneficial ownership of 603,657 shares directly following the reported disposition. It also reports 25,677,520 shares indirectly held in a joint account with his spouse and 1,094 restricted stock units held indirectly by spouse.

The filing documents a performance-based employee stock option award originally granted on 11/14/2023 for up to 5,000,000 shares in five tranches; certification on 08/26/2025 created a reportable derivative for the fifth tranche of 1,000,000 options (exercise price $45) contingent on final certification of a $110 stock price goal. The RSUs for the spouse vest in four annual increments starting 07/01/2026.

David E. Weigand, SVP and Chief Financial Officer of Super Micro Computer, Inc. (SMCI), reported changes in his beneficial ownership. The filing discloses a disposition of 100,188 shares of common stock on 08/26/2025 and the acquisition of 4,656 restricted stock units (RSUs) granted the same day. Each RSU represents a contingent right to one share and vests in four equal annual increments beginning July 1, 2026, subject to continued service; vested units are settled in shares. The RSUs have a $0 purchase price and 4,656 shares will be issued upon settlement. The Form 4 is signed and dated 08/28/2025.

Insider transaction at Super Micro Computer, Inc. (SMCI): Don W. Clegg, SVP Worldwide Sales and a company officer, reported transactions dated 08/26/2025. He disposed of 42,579 shares of SMCI common stock and received a grant of 2,919 restricted stock units (RSUs) that convert one-for-one into common shares. The RSUs carry a $0 purchase price, vest in four equal annual installments beginning July 1, 2026, subject to continued service, and vested units are settled in shares. The form is signed via attorney-in-fact on 08/28/2025.

Super Micro Computer, Inc. (SMCI) reported strong top-line growth driven by demand for GPU servers and rack-scale AI solutions, with net sales up 46.6% in fiscal 2025. The company emphasized product and service expansion for AI datacenters, including compatibility with NVIDIA Hopper and Blackwell platforms, a Data Center Building Block Solutions offering, and a next-generation Direct Liquid Cooling (DLC-2) that management says can cut electricity costs up to 40% and lower TCO up to 20%. Despite revenue gains, gross margin fell to 11.1% (from 13.8%) and operating expenses rose 38.4%, contributing to a decline in net income to $1,048.9 million from $1,152.7 million. The filing discloses significant governance and reporting matters, including past delinquent SEC reports, identified material weaknesses in internal controls, and remediation costs. Balance sheet and liquidity items include convertible debt of $4,725.0 million, non-cancellable purchase commitments of $1.6 billion, and planned fiscal 2026 capital expenditures of $180–$200 million. The company highlights global operations, substantial manufacturing capacity, and concentrated supplier exposure.

Insider transaction summary for SMCI: Director Liaw Yih-Shyan Wally reported a sale of 77,963 shares of Super Micro Computer, Inc. common stock and holds direct beneficial ownership of 193,770 shares through his spouse. He and his family trust also hold 14,990,450 shares indirectly.

The filing shows issuance of 1,490 restricted stock units awarded 08/26/2025 that vest in four equal annual installments beginning 07/01/2026, with vested units settled in shares. The report was signed 08/28/2025 and reflects the reporters role as a director.

George Kao, SVP, Operations at Super Micro Computer, Inc. (SMCI), reported insider transactions dated 08/26/2025. The filing shows a disposition of 21,820 shares of SMCI common stock (Table I) and the grant of 1,231 restricted stock units (RSUs) (Table II) that convert one-for-one into common shares subject to continued service. The RSUs vest in four equal annual installments beginning July 1, 2026, and vested units are settled in SMCI common stock. The form is signed by Mr. Kao on 08/28/2025. The RSUs have an exercise/settlement price of $0 and represent contingent rights to receive shares.