Amkor Insider Update: Sujoda Gets 441k Shares in Family Transfer
Rhea-AI Filing Summary
Form 4 highlights: On 08/01/2025 Sujoda Investments, LP—controlled by Sujoda Management, LLC, a member of the Kim 10%-owner group—received 441,589 AMKR common shares at an implied $21.85 per share (≈ $9.7 m). The transfer was coded “P,” but the footnote clarifies it was an in-family distribution from James J. Kim rather than an open-market buy. After the transaction, Sujoda Investments’ indirect stake rose to 3,789,479 shares.
The reporting entity elects to treat all Sujoda Investments shares as beneficially owned, yet expressly disclaims beneficial ownership beyond its pecuniary interest. No derivative positions were reported.
Takeaway for investors: The filing increases transparency around the Kim family’s internal reallocation of a sizable position (~1.7 % of AMKR’s 264 m shares outstanding). While it signals continued concentrated insider ownership, the non-cash nature of the transfer limits immediate market impact.
Positive
- 441,589-share insider acquisition increases Sujoda Investments’ indirect stake to 3.79 m shares, reinforcing high insider ownership alignment.
Negative
- None.
Insights
TL;DR: Internal share transfer boosts Sujoda’s stake; neutral for AMKR fundamentals.
The 441.6 k-share distribution, though valued near $10 m, is a zero-sum shift inside the Kim family group. No cash leaves or enters Amkor, and the transaction does not alter share count or company liquidity. Insider accumulation can be viewed positively for alignment, but here it reflects estate/partnership structuring rather than a conviction buy. Given Amkor’s 3-month ADV of ~800 k shares, the stake size is material but the nature of the transfer is unlikely to influence trading dynamics or valuation.
TL;DR: Filing maintains Rule 16 compliance; no new control implications.
Sujoda Management remains part of the disclosed 10 % owner group; the updated indirect holdings keep collective ownership levels largely unchanged. The disclaimer of beneficial ownership beyond pecuniary interest is standard and prevents unintended control attributions. Overall, the event is administrative—important for transparency but not impactful to governance risk or voting power dynamics.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Purchase | Common Stock | 441,589 | $21.85 | $9.65M |
Footnotes (1)
- On August 1, 2025, James J. Kim distributed 441,589 shares of the Common Stock of Amkor Technology, Inc. (the "Issuer") to Sujoda Investments, LP pursuant to the terms of a transaction between members of the Kim family group. The Reporting Person is the sole general partner of Sujoda Investments, LP. Pursuant to the Form 4 instructions, the Reporting Person has elected to treat all of the shares of the Issuer's Common Stock owned by Sujoda Investments, LP as beneficially owned by the Reporting Person. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of the Reporting Person's pecuniary interest therein, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities, except to the extent of the Reporting Person's pecuniary interest therein, for purposes of Section 16 of the Securities Exchange Act of 1934, as amended ("Section 16"), or for any other purpose.
