[Form 4] AMBARELLA INC Insider Trading Activity
Rhea-AI Filing Summary
Chan W. Lee, Chief Operating Officer of Ambarella, reported a sale of 1,947 ordinary shares on 09/17/2025 at a price of $79.43 per share to cover tax obligations arising from the vesting of restricted stock units. After the sale, Mr. Lee beneficially owns 126,972 shares, which includes 223 shares acquired under the company's employee stock purchase plan on 09/15/2025. The Form 4 was filed as a single reporting person filing and bears a signature by an attorney-in-fact on 09/19/2025.
Positive
- Continued significant ownership: Reporting person retains 126,972 shares following the transaction
- Employee share plan participation: 223 shares were acquired under the company's ESPP on 09/15/2025
Negative
- Disposition of shares: 1,947 ordinary shares were sold on 09/17/2025
- Sale price recorded: Shares sold at $79.43 each to cover tax obligations
Insights
TL;DR: Routine tax-related sale after RSU vesting; maintains significant ownership.
The reported transaction is a common post-vesting sell-to-cover of tax liabilities and does not indicate a change in executive role or company control. Retaining 126,972 shares suggests continued alignment with shareholder interests. The filing was executed by an attorney-in-fact, which is standard practice for timely submission. No material governance concerns are evident from this single Form 4.
TL;DR: Small disposition relative to total holdings; transaction is administrative, not strategic.
The sale of 1,947 shares at $79.43 to satisfy tax obligations following RSU vesting is a routine liquidity event. The remaining beneficial ownership of 126,972 shares provides the executive with meaningful equity exposure to company performance. The inclusion of 223 ESPP shares on 09/15/2025 is a minor additive to holdings. This Form 4 contains no earnings or operational metrics.