[Form 4] Super Micro Computer, Inc. Insider Trading Activity

Rhea-AI Filing Summary

Susan Mogensen, a director of Super Micro Computer, Inc. (SMCI), reported changes in her beneficial ownership effective 08/08/2025. On that date she disposed of 3,280 shares of SMCI common stock and was granted 5,383 restricted stock units (RSUs).

Each restricted stock unit represents a contingent right to receive one share of SMCI common stock. The RSUs were granted for service in fiscal 2026, will fully vest on June 30, 2026 (with pro rata vesting if her service ends earlier), and vested units are settled in shares. The RSU grant shows a $0 price, indicating an award rather than a purchase.

Positive

• 5,383 RSUs granted tying director compensation to company equity and future performance
• Clear vesting terms: RSUs fully vest on June 30, 2026 with pro rata vesting if service ends earlier

Negative

• 3,280 shares disposed by the reporting director on 08/08/2025
• Potential issuance of 5,383 shares when RSUs vest and settle, which will dilute existing shareholders to that extent (magnitude not provided)

Insights

Corporate Governance Expert

TL;DR: Director received a time-based RSU award and concurrently sold a modest number of shares; this is a routine compensation and liquidity event.

The 5,383 RSU award aligns the director's compensation with shareholder value by converting to common stock on vesting and is explicitly tied to service in fiscal 2026 with full vesting on June 30, 2026. The 3,280-share disposition is a straightforward sale and is documented as a direct transaction. Based solely on the filing, there is no evidence of unusual governance concerns or special arrangements beyond standard service-based equity compensation.

Securities Analyst

TL;DR: Insider recorded a small sale and an award of equity; the RSUs will create up to 5,383 shares of potential dilution when settled.

From an investor perspective, the grant of 5,383 RSUs will result in issuance of up to 5,383 shares upon vesting and settlement, which is disclosed as contingent rights to common stock. The reported 3,280-share disposition reduces the director's immediate shareholding. The filing does not provide company-wide share counts or materiality context, so the absolute impact on outstanding shares or ownership percentages cannot be determined from this document alone.

SEC Form 4

FORM 4

UNITED 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^*

Mogensen Susan

(Last) (First) (Middle)

980 ROCK AVENUE

(Street)

SAN JOSE CA 95131

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
Super Micro Computer, Inc. [ SMCI ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

3. Date of Earliest Transaction (Month/Day/Year)
08/08/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

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)
			Code	V	Amount	(A) or (D)	Price
Common Stock								3,280	D

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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Restricted Stock Units	(1)	08/08/2025		A		5,383		(2)	(2)	Common Stock	5,383	$0	5,383	D

Explanation of Responses:

1. Each restricted stock unit represents a contingent right to receive one share of SMCI common stock.

2. The restricted stock units were granted with respect to service to be provided by the Reporting Person to SMCI in fiscal 2026. The total number of restricted stock units will fully vest on June 30, 2026; provided, however, that if the Reporting Person's service to SMCI ends before June 30, 2026, then a pro rata number of restricted stock units will vest based upon service provided from July 1, 2025 to the last day of service. Vested restricted stock units are settled in shares of SMCI common stock.

Remarks:

	/s/ David E Weigand, Attorney-In-Fact	08/12/2025
	** Signature of Reporting Person	Date
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.

FAQ

What transactions did Susan Mogensen report for SMCI (Form 4)?

The filing shows a disposition of 3,280 shares of SMCI common stock and a grant of 5,383 RSUs, both dated 08/08/2025.

How many restricted stock units were granted to the SMCI director and what do they represent?

The director was granted 5,383 restricted stock units; each RSU represents a contingent right to receive one share of SMCI common stock.

When do the RSUs vest and how are they settled?

The RSUs will fully vest on June 30, 2026, subject to pro rata vesting if the director's service ends earlier; vested RSUs are settled in shares of SMCI common stock.

How many shares did Susan Mogensen sell or dispose of?

The reporting person disposed of 3,280 shares of SMCI common stock on 08/08/2025.

What is Susan Mogensen's relationship to SMCI?

Susan Mogensen is identified in the filing as a Director of Super Micro Computer, Inc.