Alpha & Omega Semiconductor executive Bing Xue reported a sale of company stock. On 12/15/2025, the EVP, WW Sales & Business Development sold 1,845 common shares at $20.56 per share under a Rule 10b5-1 trading plan adopted on August 14, 2025.
After this transaction, Xue beneficially owns 127,863 common shares. This includes 14,154 unvested shares from performance share units granted on March 15, 2022 and March 15, 2024, 45,000 unvested shares from market-based performance share units granted on July 1, 2018, and an aggregate of 40,000 shares subject to restricted share unit awards granted on March 15, 2022, March 15, 2023, March 15, 2024, and March 17, 2025. It excludes 15,000 unvested common shares from a March 17, 2025 performance share unit grant that may vest upon achievement of corporate performance goals.
Alpha & Omega Semiconductor Ltd. (AOSL) executive vice president of worldwide sales and business development, Bing Xue, reported a sale of company stock on 11/14/2025. The Form 4 shows a disposition of 1,845 common shares at a price of $18.16 per share in an open-market transaction coded "S" for sale. The filing notes that this transaction was carried out under a Rule 10b5-1 trading plan adopted on August 14, 2025, which is a pre-arranged program for trading shares. Following this transaction, Xue beneficially owns 129,708 shares, including unvested performance share units, market-based performance share units, restricted share units, and shares acquired under the employee stock purchase plan.
Alpha and Omega Semiconductor Limited reported the results of its Annual General Meeting of Shareholders, where holders of 27,965,479 common shares were present in person or by proxy, constituting a quorum. Shareholders elected nine directors to serve until the 2026 Annual General Meeting, with each nominee receiving a substantial majority of votes cast.
Shareholders also approved, on an advisory basis, the compensation of the company’s named executive officers. They approved an amendment and restatement of the 2018 Omnibus Incentive Plan to increase the number of common shares authorized for issuance under the plan. In addition, shareholders ratified the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending June 30, 2026, and authorized the board’s audit committee to determine its remuneration. Finally, shareholders approved the potential adjournment of the meeting if needed to solicit additional proxies.
Alpha & Omega Semiconductor (AOSL) reported a director equity award on Form 4. On 11/11/2025, the reporting person acquired 5,681 common shares subject to restricted share units (code A) at a price of $0 under the company’s 2018 Omnibus Incentive Plan. Following this grant, the director beneficially owns 23,800 shares directly.
The RSUs vest in four equal quarterly installments, each tied to completion of a quarter of Board service after the grant date. This filing reflects routine director compensation in equity rather than an open‑market purchase.
Alpha & Omega Semiconductor (AOSL) reported an insider equity award. On 11/11/2025, a Director received 5,681 common shares via a restricted share unit (RSU) grant at a reported price of $0 per share (Transaction Code: A).
The award was granted for Board service under the company’s 2018 Omnibus Incentive Plan and will vest in four equal quarterly installments following the grant date, contingent on continued Board service. Following this grant, the Director beneficially owned 23,800 common shares, held directly.
Alpha & Omega Semiconductor (AOSL) reported an insider equity grant. A director acquired 5,681 common shares on 11/11/2025 through a restricted share unit (RSU) award at $0 per share. Following this transaction, the director’s beneficial ownership is 71,294 shares, held directly.
The RSU award was granted for Board service under the company’s 2018 Omnibus Incentive Plan and will vest in four successive equal quarterly installments upon completion of each quarter of Board service after the grant date.
Alpha & Omega Semiconductor (AOSL) — Form 4 filing: A director reported an award of 5,681 restricted share units (RSUs) on 11/11/2025, coded “A” at a price of $0 under the company’s 2018 Omnibus Incentive Plan. The RSUs vest in four equal quarterly installments following the grant date.
Following this transaction, the reporting person beneficially owned 30,885 common shares, held directly.
Alpha & Omega Semiconductor (AOSL) reported a director equity grant on a Form 4. On 11/11/2025, the reporting person acquired 5,681 common shares in the form of restricted share units (RSUs) at $0 per share as part of Board compensation under the company’s 2018 Omnibus Incentive Plan.
Following this grant, the reporting person beneficially owned 64,824 common shares. The filing states the RSUs will vest in four equal quarterly installments, each tied to the completion of a quarter of Board service after the grant date.
Alpha & Omega Semiconductor (AOSL) reported a director equity award. On 11/11/2025, the reporting person acquired 5,681 common shares at $0 via a restricted share unit (RSU) grant under the company’s 2018 Omnibus Incentive Plan.
Following the transaction, the reporting person beneficially owned 32,253 shares, held directly. The RSUs will vest in four successive equal quarterly installments upon completion of each quarter of Board service following the grant date.
Alpha and Omega Semiconductor (AOSL) reported fiscal Q1 ended September 30, 2025. Revenue was $182.5 million, up slightly year over year, with a net loss of $2.1 million or $0.07 per share. Gross profit was $42.8 million, and operating loss was $4.6 million.
Results reflect a mix shift: Power IC revenue rose to $72.7 million (up 37.3%), while power discrete fell to $108.5 million (down 11.4%). The prior-year $5.6 million of license revenue was not repeated. By region, shipments were concentrated in Hong Kong $178.4 million. Customer concentration remained high, with one customer representing 53.8% of revenue.
Liquidity strengthened: cash and equivalents climbed to $223.9 million, driven by receiving $94.5 million from selling 20.3% of the JV interest; a $56.4 million installment receivable was recorded, and AOSL now owns 18.9%. The company recorded $1.4 million equity-method income. Balance sheet leverage declined as the $45.0 million term loan was repaid and the HSBC factoring facility was terminated; total debt stood at $5.8 million.