Applied Materials insider files Form 144 to sell 21,554 shares worth $4.4M

Rhea-AI Filing Summary

Applied Materials (AMAT) Form 144 filed to notify a proposed sale of 21,554 common shares through Fidelity Brokerage Services (245 Summer Street, Boston, MA) with an aggregate market value of $4,417,492.30. The sale is scheduled on or about 09/30/2025 on NASDAQ. The filing lists acquisition details showing the shares were primarily received as stock awards (12/19/2021 and 12/19/2022) and several dividend reinvestments between 02/28/2022 and 09/10/2025. The filing reports 796,642,427 shares outstanding for the issuer. The acquisition table totals the individual lots provided; there is an explicit mismatch of one share between the listed lots and the number of shares reported to be sold. The form contains no issuer address, contact, or additional narrative beyond the required statements and signature admonitions.

Positive

• None.

Negative

• One-share mismatch between the sum of listed acquisition lots (21,555) and the number of shares reported to be sold (21,554), indicating a clerical inconsistency that should be clarified

Insights

Securities Compliance Analyst

TL;DR: Routine Rule 144 notice for a proposed insider sale; documents acquisition provenance but shows a small share-count discrepancy.

The filing is a standard Rule 144 notice indicating a proposed sale of 21,554 common shares on 09/30/2025 via a registered broker-dealer. It documents that most shares were received as compensation (stock awards) and several as dividend reinvestments, which supports the seller's representation of sufficient holding period and provenance for restricted securities. The filing lacks issuer contact information and other identifying issuer details that are normally present in full filings. The one-share mismatch between the sum of the acquisition lots (21,555) and the reported sale quantity (21,554) is a clerical inconsistency that should be clarified by the filer to ensure accuracy in public filings.

Equity Shares Analyst

TL;DR: The notice discloses an insider sale that is immaterial to capital structure but confirms the sale is backed by awards and reinvestments.

The aggregate market value of roughly $4.42 million against an outstanding share base of ~796.6 million implies the proposed sale is immaterial to the company's capitalization. The filing helps investors trace the origin of the shares (compensation and dividend reinvestment), which is useful for understanding whether sale proceeds derive from routine liquidity needs rather than secondary transactions. No information on prior sales within the last three months is reported. Overall, this is a transparency filing with limited market impact, subject to correction of the small reported counting discrepancy.

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK
Filer CCC
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.

Relationship to Issuer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common	Fidelity Brokerage Services LLC 245 Summer Street Boston MA 02110	21554	4417492.30	796642427	09/30/2025	nasdaq

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	12/19/2021	Stock Award	Applied Material			19012	12/19/2021	Compensation
Common	12/19/2022	Stock Award	Applied Material			2231	12/19/2022	Compensation
Common	02/28/2022	Dividend reinvestment	Applied Material			57	02/28/2022	n/a
Common	03/12/2025	Dividend reinvestment	Applied Material			97	03/12/2025	n/a
Common	06/11/2025	Dividend reinvestment	Applied Material			97	06/11/2025	n/a
Common	09/10/2025	Dividend reinvestment	Applied Material			61	09/10/2025	n/a

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Nothing to Report

144: Remarks and Signature

Remarks

Date of Notice

ATTENTION:

The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.

Signature

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)

FAQ

What does the Form 144 filed for AMAT disclose?

The filing discloses a proposed sale of 21,554 common shares via Fidelity on or about 09/30/2025 with an aggregate market value of $4,417,492.30 on NASDAQ.

How were the AMAT shares being sold acquired?

The acquisition table shows the shares were acquired mainly as stock awards (12/19/2021 and 12/19/2022) and via dividend reinvestments between 02/28/2022 and 09/10/2025.

Does the filing report recent sales of AMAT shares by the same person?

The filing states Nothing to Report under securities sold during the past three months.

Is the proposed sale material relative to AMAT's outstanding shares?

No; the filing reports 796,642,427 shares outstanding, so a sale of 21,554 shares is immaterial to total capitalization as presented in the filing.

Are there any errors or issues noted in the Form 144?

Yes; the acquisition rows sum to 21,555 shares while the filing reports 21,554 shares to be sold, indicating an apparent clerical discrepancy.