STOCK TITAN

Applied Optoelectronics (AAOI) grants 9,251 RSUs to its CEO

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Lin Chih-Hsiang (Thompson) reported acquisition or exercise transactions in this Form 4 filing.

APPLIED OPTOELECTRONICS, INC. President and CEO Lin Chih-Hsiang (Thompson) received a grant of 9,251 Restricted Stock Units of common stock at no cost under the 2026 Equity Incentive Plan. One-sixteen of the RSUs vest every three months, with the first vesting on January 21, 2027.

After this award he directly holds 1,296,047 common shares. An additional 807,602 shares are held indirectly through the Thompson Lin Family Trust for the benefit of his heirs, and he disclaims beneficial ownership of those shares except to the extent of his voting power.

Positive

  • None.

Negative

  • None.
Insider Lin Chih-Hsiang (Thompson)
Role President and CEO
Type Security Shares Price Value
Grant/Award Common Stock, $.001 par value F1 9,251 $0.00 $0.00
holding Common Stock, $.001 par value F2 -- -- --
Holdings After Transaction: Common Stock, $.001 par value — 1,296,047 shares (Direct); Common Stock, $.001 par value — 807,602 shares (Indirect, By Thompson Lin Family Trust)
Footnotes (2)
  1. F1. The Restricted Stock Units (RSUs) were granted under the Company's 2026 Equity Incentive Plan, one-sixteen of the RSUs vest every three months and the first vesting occurs on January 21, 2027.
  2. F2. The securities indirectly held in the Family Trust through the ownership of interests in the LLC are for the benefit of the reporting person's heirs. The reporting person is the settlor of the irrevocable Family Trust, where The Bryn Mawr Trust Company of Delaware serves as trustee which may be replaced at the discretion of the reporting person. The reporting person disclaims beneficial ownership of these securities except to the extent of his voting power therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.
RSU Grant Size 9,251 shares Restricted Stock Units of common stock granted on July 31, 2026
Direct Holdings After Grant 1,296,047 shares Common shares directly held by the CEO following the RSU award
Indirect Trust Holdings 807,602 shares Common shares indirectly held through the Thompson Lin Family Trust
Restricted Stock Units (RSUs) financial
"The Restricted Stock Units (RSUs) were granted under the Company's 2026 Equity Incentive"
Restricted stock units (RSUs) are a type of company promise to give employees shares of stock in the future, usually after certain conditions like working for a set time. They are like a gift promised today that you receive later, which can become valuable if the company's stock price goes up. RSUs matter because they are a way companies reward employees and can be a significant part of compensation.
2026 Equity Incentive Plan financial
"RSUs were granted under the Company's 2026 Equity Incentive Plan, one-sixteen of the RSUs vest"
irrevocable Family Trust financial
"The reporting person is the settlor of the irrevocable Family Trust, where The Bryn Mawr"
beneficial ownership financial
"The reporting person disclaims beneficial ownership of these securities except to the extent"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Learn about SEC filing dates

FAQ

What equity award did AAOI grant to its CEO Lin Chih-Hsiang (Thompson)?

Applied Optoelectronics granted 9,251 Restricted Stock Units of common stock to President and CEO Lin Chih-Hsiang (Thompson) on July 31, 2026. The RSUs were issued at no cost under the 2026 Equity Incentive Plan and vest in equal installments every three months.

What is the vesting schedule for the 9,251 RSUs granted by AAOI?

One-sixteen of the 9,251 RSUs vest every three months, with the first vesting date on January 21, 2027. This creates a regular quarterly vesting pattern until all units have vested, subject to the terms of the 2026 Equity Incentive Plan.

How many AAOI shares does the CEO hold directly after this Form 4 transaction?

After the RSU grant, the CEO directly holds 1,296,047 common shares of Applied Optoelectronics. This figure reflects his direct ownership position following the July 31, 2026 award reported in the Form 4 filing.

What indirect AAOI holdings are reported through the Thompson Lin Family Trust?

There are 807,602 AAOI shares reported as indirectly held through the Thompson Lin Family Trust. These securities are for the benefit of the reporting person’s heirs, and he disclaims beneficial ownership except to the extent of his voting power in those shares.

Does this AAOI Form 4 indicate trades under a Rule 10b5-1 plan?

The Form 4 does not indicate use of a Rule 10b5-1 trading plan, as the related checkbox is not marked. The reported activity consists of an RSU grant and updated direct and indirect share holdings, rather than open-market purchases or sales.

Under which plan were the AAOI RSUs to the CEO granted?

The 9,251 RSUs were granted under the 2026 Equity Incentive Plan of Applied Optoelectronics. This plan governs the terms of the award, including the quarterly vesting schedule beginning January 21, 2027.
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Lin Chih-Hsiang (Thompson)

(Last)(First)(Middle)
C/O APPLIED OPTOELECTRONICS, INC.
13139 JESS PIRTLE BLVD.

(Street)
SUGAR LAND TEXAS 77478

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
APPLIED OPTOELECTRONICS, INC. [ AAOI ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
XOfficer (give title below)Other (specify below)
President and CEO
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
07/31/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock, $.001 par value07/31/2026A9,251(1)A$0.001,296,047D
Common Stock, $.001 par value807,602IBy Thompson Lin Family Trust(2)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. The Restricted Stock Units (RSUs) were granted under the Company's 2026 Equity Incentive Plan, one-sixteen of the RSUs vest every three months and the first vesting occurs on January 21, 2027.
2. The securities indirectly held in the Family Trust through the ownership of interests in the LLC are for the benefit of the reporting person's heirs. The reporting person is the settlor of the irrevocable Family Trust, where The Bryn Mawr Trust Company of Delaware serves as trustee which may be replaced at the discretion of the reporting person. The reporting person disclaims beneficial ownership of these securities except to the extent of his voting power therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.
/s/ David C. Kuo, attorney in fact for Chih-Hsiang (Thompson) Lin08/04/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)