Super Micro Computer, Inc. President and CEO Charles Liang reported transactions on August 10, 2026 related to restricted stock units (RSUs) held indirectly through his spouse. RSUs covering 2,110 and 1,024 underlying shares of common stock were exercised/converted into the same number of Super Micro common shares.
To satisfy tax withholding and remittance obligations in connection with the net settlement of vested RSUs, a total of 1,692 common shares (1,139 and 553 shares) were delivered or withheld at a price of $31.46 per share; the filing states this was not a market transaction and is exempt from Section 16(b) under Rule 16b-3(e). After these transactions, reported holdings include 40,426,120 common shares held directly and 25,332,520 common shares held indirectly through a joint account with his spouse.
Super Micro Computer, Inc. SVP and Chief Financial Officer David E. Weigand reported the exercise of 1,480 restricted stock units, which converted into an equal number of shares of common stock. Of these, 754 shares were withheld at $31.46 per share to satisfy tax withholding obligations in a transaction characterized as a tax-related share delivery rather than a market sale. Following the derivative transaction, Weigand held 10,410 restricted stock units directly.
Super Micro Computer, Inc. reported very strong preliminary results for the fourth quarter and full fiscal year ended June 30, 2026. Q4 net sales were $11.1 billion, up from $5.8 billion in Q4 2025, with GAAP gross margin improving to 17.5% and GAAP net income rising to $1.18 billion (diluted EPS $1.62). Non-GAAP diluted EPS was $1.70, and Q4 Adjusted EBITDA reached $1.67 billion, or 15.0% of net sales. Operating cash flow for Q4 was $747 million with capital expenditures and investments of $25 million.
For fiscal 2026, net sales were $39.1 billion versus $22.0 billion in 2025, and GAAP net income was $2.2 billion (diluted EPS $3.26) versus $1.0 billion (EPS $1.68). Non-GAAP net income attributable to common stockholders was $2.5 billion (diluted EPS $3.63). Despite higher earnings, net cash used in operating activities was $6.81 billion, driven by large increases in inventories and receivables. As of June 30, 2026, cash and cash equivalents were $7.5 billion and total bank debt and convertible notes were $8.7 billion. The company expects fiscal 2027 net sales between $65.0 billion and $72.0 billion and has provided Q1 2027 revenue and EPS guidance. The financial data are unaudited and described as preliminary, and the board is conducting an independent review of certain transactions in connection with export-control issues.
Super Micro Computer, Inc. officer Matthew Thauberger (Chief Revenue Officer) reports beneficial ownership of 4,808 shares of common stock held directly, employee stock options over 1,650 shares at $5.62 and 18,000 shares at $66.63, plus restricted stock unit awards over 740, 3,850, 2,250 and 7,500 underlying shares. These options and RSUs vest over multiple years, generally with 25% vesting on stated dates and the balance in quarterly or two equal tranches, in each case subject to continued service and settled in SMCI common stock.
Super Micro Computer, Inc. announced that its Board of Directors has declared an initial cash dividend on its 7.00% Series A Mandatory Convertible Preferred Stock of $14.7778 per share, equivalent to $0.73889 per depositary share.
Each depositary share represents a 1/20th fractional interest in a share of this preferred stock and trades on the Nasdaq Global Select Market under the symbol SMCIP. The dividend is payable on September 1, 2026 to holders of record as of the close of business on August 15, 2026.
Vanguard Portfolio Management LLC reported beneficial ownership of 32,934,329 shares of Super Micro Computer Inc common stock on a Schedule 13G. This represents 5.09% of the outstanding class as of June 30, 2026.
Vanguard reports sole voting power over 69,684 shares and sole dispositive power over 32,934,329 shares, with no shared voting or dispositive power. The position reflects securities held by Vanguard funds and other managed accounts over which Vanguard Portfolio Management LLC or specified affiliates exercise dispositive and/or voting power. Vanguard notes that, although multiple underlying funds and accounts may benefit from this ownership, no single other person’s interest in the reported securities exceeds 5% of the class.
Super Micro Computer director and 10% owner Liu Liang Chiu-Chu Sara reported routine equity compensation activity. On July 1, 2026, she exercised restricted stock units that delivered a total of 1,613 shares of common stock and had 872 shares withheld at $27.65 per share to cover tax obligations, which the company notes is not a market transaction.
Following these transactions, she held 634,259 common shares directly, along with large indirect holdings of 25,332,520 shares through a joint account with her spouse and 40,426,120 shares held by her spouse.
Super Micro Computer, Inc. SVP and CFO David E. Weigand reported routine equity compensation activity involving restricted stock units (RSUs). On July 1, 2026, he exercised RSU awards into 19,725 shares of common stock, reflected as derivative exercises coded "M".
To cover tax withholding and remittance obligations on these vested RSUs, the company withheld 10,038 shares of common stock, coded "F" at $27.65 per share, as explained in the footnotes. These dispositions are described as not being market transactions and are exempt under Rule 16b-3(e). After the transactions, Weigand directly holds 125,732 shares of SMCI common stock.
Super Micro Computer, Inc. President and CEO Charles Liang reported routine equity compensation activity tied to his spouse’s awards. On July 1, 2026, restricted stock units held by his spouse converted into a total of 1,613 shares of SMCI common stock through derivative exercises.
To cover tax obligations on these vested units, 872 SMCI shares were withheld by the company at a price of $27.65 per share, which the footnotes describe as a non-market transaction exempt from Section 16(b) under Rule 16b-3(e). Following these transactions, Liang reports 634,025 SMCI shares held indirectly through his spouse, 25,332,520 shares held through a joint account with his spouse, and 40,426,120 shares held directly in his own name.