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Applied Materials, Inc. reported that its corporate controller and chief accounting officer received a grant of 1,070 shares of common stock in the form of restricted stock units on December 11, 2025 at a price of $0.
These restricted stock units will convert on a one-for-one basis into Applied Materials common stock upon vesting, with 25% scheduled to vest on January 1, 2027 and 6.25% scheduled to vest quarterly from April 1, 2027 through January 1, 2030, subject to continued employment on each vesting date.
Following this grant, the officer beneficially owns 5,483 shares of common stock directly, which includes 4,228 previously reported restricted stock units that are scheduled to vest in installments in January of 2026 through January of 2029, also subject to continued employment.
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.
Applied Materials reported that a senior vice president and chief legal officer acquired additional equity awards in the company. On 12/11/2025, the officer received 7,334 performance share units, 7,868 performance share units, and 7,868 restricted stock units, each convertible on a one-for-one basis into Applied Materials common stock upon vesting. All were recorded at a transaction price of $0 per share.
Following these awards, the officer beneficially owned 107,421 shares, including 57,492 previously reported performance share units and restricted stock units. The existing awards are scheduled to vest between December 2025 and December 2027. The new performance share units are scheduled to vest on December 19, 2025 and December 19, 2028, and the new restricted stock units in three equal annual installments beginning December 19, 2026, in each case subject to continued employment and, for performance share units, specified performance goals where the actual shares vesting may range from 0% to 200% of the target amounts.
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.
A senior vice president of Applied Materials, Inc., serving as SVP of Applied Global Services, reported multiple equity awards dated 12/11/2025. The officer acquired 7,467 shares of common stock at $0 per share through performance share units earned based on achievement of specified performance goals; these shares are scheduled to vest on December 19, 2025, subject to continued employment.
The officer also received new grants of 10,182 performance share units and 10,182 restricted stock units, each convertible into one share of Applied Materials common stock upon vesting. The performance share units are scheduled to vest on December 19, 2028, with the actual shares vesting ranging from 0% to 200% of the target based on performance and continued employment, while the restricted stock units are scheduled to vest in three equal annual installments beginning December 19, 2026. Following these transactions, the officer beneficially owned 161,560 shares, including previously reported unvested units with vesting dates through 2027.
Applied Materials, Inc. reported that its SVP and CFO acquired multiple blocks of common stock on December 11, 2025 through equity awards at a price of $0 per share. These transactions reflect performance share units earned based on specified performance goals and additional performance share units and restricted stock units that will convert into common stock upon future vesting, subject to continued employment.
Following the reported transactions, the executive beneficially owns 171,627 shares of common stock. This total includes 100,996 performance share units and restricted stock units previously reported that are scheduled to vest in December 2025, in installments from December 2025 through 2027, and in installments from December 2026 through 2027. Certain performance share units have target amounts where the actual shares that may vest can range from 0% to 200% of the target, depending on achievement of specified performance goals, with key vesting dates including December 19, 2025 and December 19, 2028.
Applied Materials, Inc. reports on its 2025 fiscal year as a leading provider of materials engineering solutions and wafer fabrication tools used to make semiconductors for AI, data centers, mobile devices, autos and industrial electronics. The company operates in two main segments: Semiconductor Systems and Applied Global Services, with other activities reported in Corporate and Other.
As of October 26, 2025, total backlog was $15,002 million, with Semiconductor Systems at $7,105 million, Applied Global Services at $7,141 million and Corporate and Other at $756 million; about 31% is not expected to be filled within 12 months. In fiscal 2025, about 89% of net revenue came from customers outside the United States, and two customers represented roughly 19% and 15% of net revenue, underscoring geographic and customer concentration.
The report highlights cyclical demand, fast-changing AI-related spending, supply chain and rare-earth constraints, and extensive global trade and export-control rules, particularly involving China, as major risks. The company notes it has received U.S. government subpoenas related to China export-control compliance and warns that adverse outcomes could lead to fines, business restrictions and reputational harm. Applied also emphasizes its 36,500-person global workforce and programs aimed at talent development, engagement and ethics.
Applied Materials, Inc. (AMAT) reported an insider stock transaction by its Senior Vice President and Chief Legal Officer. On 11/19/2025, the officer sold 4,000 shares of Applied Materials common stock at a price of $234.0802 per share. After this sale, the officer beneficially owned 88,351 shares, including 57,492 performance share units and restricted stock units that may convert into common stock upon vesting.
The filing explains that the increased number of shares reflects periodic payroll acquisitions under the company’s Employee Stock Purchase Plan, which are exempt under certain SEC rules. The restricted stock units and performance share units are scheduled to vest in installments from December 2025 through December 2027, with the actual number of performance-based shares vesting ranging from 0% to 200% of the target amount based on achievement of specified performance goals and continued employment.
Applied Materials filed an 8-K stating it announced financial results for its fourth quarter and fiscal year ended October 26, 2025. The detailed results are provided in a press release furnished as Exhibit 99.1 under Item 2.02 and are not deemed “filed” under the Exchange Act. The company’s common stock trades on Nasdaq under the symbol AMAT.
Applied Materials (AMAT) reported an insider equity event: the President and CEO recorded the vesting of performance-based awards and a related tax-withholding transaction on 10/26/2025.
The officer acquired 116,145 performance share units at $0 upon vesting, then 114,514 shares were withheld at $228.75 to cover taxes. Following these entries, the officer directly holds 1,717,739 shares.
Footnotes state the reported share count has included equity awards previously disclosed, such as 451,922 performance share units and restricted stock units that convert one-for-one upon vesting. The schedule lists 80,075 RSUs and a target of 371,847 PSUs vesting in installments in December 2025 through 2027, with PSUs subject to a 0%–200% performance payout range and continued employment.