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Ambarella (AMBA) CFO nets bonus RSUs, sells 7,615 shares in March

Filing Impact
(High)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

Ambarella CFO John Alexander Young reported several equity transactions involving the company’s Ordinary Shares. On March 18, 2026, he received 5,560 fully vested restricted stock units as payment of his Fiscal Year 2026 annual bonus, each convertible into one Ordinary Share.

On March 17, 2026, a performance-based RSU award granted in April 2023 vested at 100% of its target, leading to the conversion of 3,556 Performance Stock Units into Ordinary Shares. That same day, he sold 4,577 Ordinary Shares at $52.77 per share to cover tax obligations from RSU vesting.

On March 19, 2026, he executed an additional open-market sale of 3,038 Ordinary Shares at $54.14 per share. After these transactions, he directly owns 119,594 Ordinary Shares, including 154 shares acquired under the company’s employee stock purchase plan.

Positive

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Negative

  • None.
SEC Form 4
FORM 4UNITED 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*
Young John Alexander

(Last)(First)(Middle)
3001 TASMAN DRIVE

(Street)
SANTA CLARA CALIFORNIA 95054

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
AMBARELLA INC [ AMBA ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
CFO
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
03/17/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(A) or (D)Price
Ordinary Shares03/17/2026M3,556A(1)121,649(2)D
Ordinary Shares03/17/2026S4,577(3)D$52.77117,072D
Ordinary Shares03/18/2026A5,560(4)A$0.0122,632D
Ordinary Shares03/19/2026S3,038(3)D$54.14119,594D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Performance Stock Units(1)03/17/2026M3,556 (5)03/15/2026(5)Ordinary Shares3,556$0.00D
Explanation of Responses:
1. Each restricted stock unit represents a contingent right to receive one share of Ambarella, Inc. Ordinary Shares.
2. Includes 154 shares acquired under the Company's employee stock purchase plan on March 16, 2026.
3. Shares sold to pay tax obligations resulting from the vesting of restricted stock units.
4. Represents an award of fully-vested restricted stock units (RSUs) issued to reporting person as payment of reporting person's annual bonus under the company's previously established Fiscal Year 2026 Annual Bonus Plan. Each restricted stock unit represents a contingent right to receive one Ordinary Share.
5. On April 3, 2023, reporting person was granted a performance-based RSU award covering a target number of ordinary shares (the "Target RSU Number"). Pursuant to time-based vesting requirements, the award would vest in full on March 15, 2026. In addition, the number of shares subject to the award could be decreased by up to 100% or increased by up to 150% of the Target RSU Number, based on attainment of specified levels of the Company's total stockholder return and revenue growth over the period of February 1, 2023 through January 31, 2026 (the "TSR Period"). As a result of the Company's performance over the TSR Period, the number of shares that vested was 100% of the Target RSU Number.
By: /s/ Michael Morehead, Attorney-in-Fact For: John Young03/19/2026
** Signature of Reporting PersonDate
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.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transactions did Ambarella (AMBA) report for its CFO?

Ambarella’s CFO John Alexander Young reported RSU awards, a performance-based RSU vesting, and related share sales. These included bonus-related restricted stock units, a performance award vesting at 100% of target, and two sales of Ordinary Shares in March 2026.

How many Ambarella (AMBA) shares did the CFO sell in this Form 4?

The CFO sold a total of 7,615 Ordinary Shares, including 4,577 shares at $52.77 and 3,038 shares at $54.14. The 4,577-share sale was specifically to cover tax obligations arising from the vesting of restricted stock units.

What equity awards did the Ambarella (AMBA) CFO receive in March 2026?

He received 5,560 fully vested restricted stock units on March 18, 2026 as payment of his Fiscal Year 2026 annual bonus. Additionally, 3,556 performance-based RSUs granted in April 2023 vested at 100% of their target level on March 15, 2026.

How did Ambarella’s (AMBA) performance-based RSUs vest for the CFO?

A performance-based RSU award granted April 3, 2023 vested on March 15, 2026 at 100% of its target. The final number of shares was based on total stockholder return and revenue growth over February 1, 2023 to January 31, 2026.

What is the Ambarella (AMBA) CFO’s share ownership after these transactions?

Following the reported March 2026 transactions, the CFO directly owns 119,594 Ordinary Shares. This figure includes 154 shares acquired under Ambarella’s employee stock purchase plan, reflecting his remaining equity stake after awards, vesting, and share sales.

Were any Ambarella (AMBA) shares sold solely to cover taxes?

Yes. A portion of the reported sales was specifically to cover tax obligations from RSU vesting. Footnote disclosure explains that certain shares were sold to pay taxes triggered when restricted stock units converted into Ambarella Ordinary Shares.
Ambarella Inc

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Semiconductor Equipment & Materials
Semiconductors & Related Devices
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United States
SANTA CLARA