Applied Materials (AMAT) CEO details performance share units and restricted stock grants

Rhea-AI Filing Summary

Applied Materials' president and CEO, who also serves as a director, reported equity awards tied to performance share units and restricted stock units dated 12/11/2025. The filing shows acquisitions of 82,004, 81,912 and 27,304 shares of common stock at $0 per share as these units were credited, bringing total beneficial ownership to 1,908,959 shares. Of this amount, 451,922 shares reflect performance and restricted stock units scheduled to vest between December 2025 and December 2028, subject to specified performance goals and continued employment through each vesting date.

Insider Trade Summary

3 transactions reported

Mixed 3 txns

Insider DICKERSON GARY E

Role President and CEO

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	82,004	$0.00	--
Grant/Award	Common Stock	81,912	$0.00	--
Grant/Award	Common Stock	27,304	$0.00	--

Holdings After Transaction: Common Stock — 1,799,743 shares (Direct)

Footnotes (1)

1. Represents performance share units acquired based on achievement of specified performance goals related to performance share units previously granted. This acquisition is exempt under Rule 16b-3. The shares are scheduled to vest on December 19, 2025, subject to continued employment through the vesting date. Number of shares includes 451,922 performance share units and restricted stock units previously reported that in the future will be converted on a one-for-one basis into shares of Applied Materials, Inc. ("Applied") common stock upon vesting, which vesting is scheduled to occur as follows: (a) 140,578 performance share units are scheduled to vest in December 2025, (b) 80,075 restricted stock units are scheduled to vest in installments in December of 2025 through 2027, and (c) 231,269 performance share units are scheduled to vest in installments in December of 2026 and 2027, which number of shares is the target amount, and the actual number of shares that may vest ranges from 0% to 200% of the target amount, depending on achievement of specified performance goals (all vesting is subject to continued employment through each applicable vesting date). Represents performance share units that will be converted on a one-for-one basis into shares of Applied common stock upon vesting, which vesting is scheduled to occur on December 19, 2028, depending on the achievement of specified performance goals and continued employment through the vesting date. The number of shares shown is the target amount, and the actual number of shares that may vest ranges from 0% to 200% of the target amount, depending on the achievement of specified performance goals. Represents restricted stock units that will be converted on a one-for-one basis into shares of Applied common stock upon vesting, which vesting is scheduled to occur in three equal annual installments beginning December 19, 2026, subject to continued employment through each applicable vesting date.

Form 4 Insider Transactions: What Each Field Means →

SEC Form 4

FORM 4

UNITED 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^*

DICKERSON GARY E

(Last) (First) (Middle)

C/O APPLIED MATERIALS, INC.

P.O. BOX 58039, 3050 BOWERS AV, M/S 1268

(Street)

SANTA CLARA CA 95054

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
APPLIED MATERIALS INC /DE [ AMAT ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	President and CEO

3. Date of Earliest Transaction (Month/Day/Year)
12/11/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

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)
			Code	V	Amount	(A) or (D)	Price
Common Stock	12/11/2025		A		82,004(1)	A	$0	1,799,743(2)	D
Common Stock	12/11/2025		A		81,912(3)	A	$0	1,881,655(2)	D
Common Stock	12/11/2025		A		27,304(4)	A	$0	1,908,959(2)	D

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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Represents performance share units acquired based on achievement of specified performance goals related to performance share units previously granted. This acquisition is exempt under Rule 16b-3. The shares are scheduled to vest on December 19, 2025, subject to continued employment through the vesting date.

2. Number of shares includes 451,922 performance share units and restricted stock units previously reported that in the future will be converted on a one-for-one basis into shares of Applied Materials, Inc. ("Applied") common stock upon vesting, which vesting is scheduled to occur as follows: (a) 140,578 performance share units are scheduled to vest in December 2025, (b) 80,075 restricted stock units are scheduled to vest in installments in December of 2025 through 2027, and (c) 231,269 performance share units are scheduled to vest in installments in December of 2026 and 2027, which number of shares is the target amount, and the actual number of shares that may vest ranges from 0% to 200% of the target amount, depending on achievement of specified performance goals (all vesting is subject to continued employment through each applicable vesting date).

3. Represents performance share units that will be converted on a one-for-one basis into shares of Applied common stock upon vesting, which vesting is scheduled to occur on December 19, 2028, depending on the achievement of specified performance goals and continued employment through the vesting date. The number of shares shown is the target amount, and the actual number of shares that may vest ranges from 0% to 200% of the target amount, depending on the achievement of specified performance goals.

4. Represents restricted stock units that will be converted on a one-for-one basis into shares of Applied common stock upon vesting, which vesting is scheduled to occur in three equal annual installments beginning December 19, 2026, subject to continued employment through each applicable vesting date.

Remarks:

	/s/ To-Anh Nguyen, Attorney-in-Fact	12/15/2025
	** Signature of Reporting Person	Date
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.

FAQ

What insider transaction did Applied Materials (AMAT) disclose in this filing?

The filing reports the president and CEO of Applied Materials, who is also a director, acquiring 82,004, 81,912 and 27,304 shares of common stock at $0 per share through performance share units and restricted stock units dated 12/11/2025.

How many Applied Materials shares does the CEO beneficially own after these transactions?

After these equity awards, the president and CEO beneficially owns 1,908,959 shares of Applied Materials common stock, including performance share units and restricted stock units described in the footnotes.

How many performance and restricted stock units are included in the CEOs total holdings for AMAT?

The total includes 451,922 performance share units and restricted stock units that will convert into Applied Materials common stock on a one-for-one basis upon vesting, as previously reported.

What are the key vesting dates for the CEOs performance share units at Applied Materials (AMAT)?

One award of performance share units is scheduled to vest on December 19, 2025, while another award is scheduled to vest on December 19, 2028, in each case depending on achievement of specified performance goals and continued employment.

How are the CEOs restricted stock units scheduled to vest at Applied Materials?

Certain restricted stock units are scheduled to vest in installments in December 2025 through 2027, and another restricted stock unit award is scheduled to vest in three equal annual installments beginning December 19, 2026, subject to continued employment.

Are any of the CEOs equity acquisitions exempt under Rule 16b-3?

Yes. One acquisition of performance share units is described as being exempt under Rule 16b-3, with the related shares scheduled to vest on December 19, 2025, subject to continued employment through the vesting date.