Applied Materials (AMAT) insider details new performance share and RSU grants

Rhea-AI Filing Summary

Applied Materials, Inc. executive David L. Dickinson, President of the Semiconductor Products Group, reported several equity awards and ownership changes. On December 11, 2025, he acquired 16,001 performance share units, 16,938 additional performance share units, and 16,938 restricted stock units, each at a price of $0 per share, all converting into common stock on a one-for-one basis upon vesting.

The newly reported performance share units are scheduled to vest on December 19, 2025 and December 19, 2028, depending on achievement of specified performance goals and continued employment, with outcomes ranging from 0% to 200% of target. The restricted stock units vest in three equal annual installments beginning December 19, 2026. After these transactions and a separate disposition of 50 shares on December 12, 2025, he beneficially owns 202,734 shares directly and 337,974 shares indirectly through a living trust.

Insider Trade Summary

50 shares gifted

Mixed 5 txns

Insider Raja Prabu G.

Role President, Semi. Products Grp.

Type	Security	Shares	Price	Value
Gift	Common Stock	50	$0.00	--
Grant/Award	Common Stock	16,001	$0.00	--
Grant/Award	Common Stock	16,938	$0.00	--
Grant/Award	Common Stock	16,938	$0.00	--
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 202,734 shares (Direct); Common Stock — 337,974 shares (Indirect, Through Living Trust)

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 118,014 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) 27,430 performance share units are scheduled to vest in December 2025, (b) 46,186 restricted stock units are scheduled to vest in installments in December of 2025 through 2027, and (c) 44,398 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^*

Raja Prabu G.

(Last) (First) (Middle)

C/O APPLIED MATERIALS, INC.

3050 BOWERS AVE., M/S 1268, PO BOX 58039

(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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	President, Semi. Products Grp.

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		16,001(1)	A	$0	168,908(2)	D
Common Stock	12/11/2025		A		16,938(3)	A	$0	185,846(2)	D
Common Stock	12/11/2025		A		16,938(4)	A	$0	202,784(2)	D
Common Stock	12/12/2025		G		50	D	$0	202,734(2)	D
Common Stock								337,974	I	Through Living Trust

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 118,014 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) 27,430 performance share units are scheduled to vest in December 2025, (b) 46,186 restricted stock units are scheduled to vest in installments in December of 2025 through 2027, and (c) 44,398 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 equity transactions did Applied Materials (AMAT) report for this executive?

The President of the Semiconductor Products Group reported acquiring 16,001 performance share units, 16,938 performance share units, and 16,938 restricted stock units of Applied Materials, Inc. common stock on December 11, 2025, each at a price of $0 per share.

When do the new performance share units for AMAT potentially vest?

One block of performance share units acquired, totaling 16,001 units, is scheduled to vest on December 19, 2025, and another block of 16,938 performance share units is scheduled to vest on December 19, 2028, in each case depending on achievement of specified performance goals and continued employment through the vesting date.

What are the vesting terms for the new restricted stock units reported by AMAT?

The 16,938 restricted stock units reported will convert into shares of Applied Materials common stock on a one-for-one basis and are scheduled to vest in three equal annual installments beginning on December 19, 2026, subject to continued employment through each applicable vesting date.

How many Applied Materials (AMAT) shares does the executive now beneficially own directly and indirectly?

Following the reported transactions, the executive beneficially owns 202,734 shares of Applied Materials common stock directly and an additional 337,974 shares indirectly through a living trust.

How do performance goals affect the number of AMAT shares that may vest from these awards?

For certain performance share units, the filing states that the number of shares that may vest ranges from 0% to 200% of the target amounts, including 27,430 units scheduled to vest in December 2025 and 44,398 units scheduled to vest in installments in December 2026 and December 2027, depending on specified performance goals and continued employment.

What previously granted AMAT equity awards are included in the reported beneficial ownership totals?

The number of shares beneficially owned includes 118,014 performance share units and restricted stock units previously reported that will convert on a one-for-one basis into shares of Applied Materials common stock upon vesting, with portions scheduled to vest in December 2025 and in installments from December 2025 through December 2027, subject to performance conditions for certain awards and continued employment.