STOCK TITAN

Semtech (SMTC) director gains RSUs and converts 5,321 units to shares

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Semtech director Ye Jane Li reported equity compensation activity involving restricted stock units (RSUs) and common shares. She received a grant of 1,180 RSUs, each representing the right to receive one share of Semtech common stock. A separate RSU award of 5,321 units fully vested and was converted into 5,321 shares of common stock, leaving no units from that award outstanding.

Following these transactions, Li holds 6,050 Semtech common shares directly. In addition, a family trust, for which she serves as trustee and whose beneficiaries are herself and her immediate family, holds 5,735 common shares indirectly.

Positive

  • None.

Negative

  • None.
Insider Li Ye Jane
Role null
Type Security Shares Price Value
Grant/Award Restricted Stock Unit 1,180 $0.00 --
Exercise Restricted Stock Unit 5,321 $0.00 --
Exercise Common Stock 5,321 $0.00 --
holding Common Stock -- -- --
Holdings After Transaction: Restricted Stock Unit — 1,180 shares (Direct, null); Common Stock — 6,050 shares (Direct, null); Common Stock — 5,735 shares (Indirect, By Family Trust)
Footnotes (1)
  1. The shares of Semtech common stock held by The Ye Jane Li Grantor Retained Annuity Trust are reported in Table I as being owned indirectly. The reporting person is trustee of The Ye Jane Li Grantor Retained Annuity Trust, and the reporting person and members of her immediate family are the sole beneficiaries of the trust. Each stock unit represents the contingent right to receive one share of Semtech common stock. This RSU award fully vested on the day immediately preceding the 2026 Annual Meeting of Stockholders. The stock units vest on the earlier of the one year anniversary of the award and the day immediately preceding the date of the first annual meeting of stockholders following the grant and are payable in shares.
RSUs granted 1,180 units New restricted stock unit award to director
RSUs exercised 5,321 units Converted into 5,321 common shares
Direct common shares after 6,050 shares Director’s direct Semtech holdings post-transaction
Indirect common shares 5,735 shares Held via Ye Jane Li Grantor Retained Annuity Trust
Derivative exercises 1 transaction Exercise or conversion of derivative security (RSUs)
RSU to share ratio 1:1 Each stock unit equals one Semtech common share
Restricted Stock Unit financial
"Each stock unit represents the contingent right to receive one share of Semtech common stock."
A restricted stock unit is a promise from a company to give an employee shares of stock after certain conditions are met, like staying with the company for a set amount of time. It’s like earning a bonus that turns into company stock once you’ve proven your commitment, making it a way to motivate and reward employees.
Grantor Retained Annuity Trust financial
"The shares of Semtech common stock held by The Ye Jane Li Grantor Retained Annuity Trust are reported in Table I as being owned indirectly."
A grantor retained annuity trust (GRAT) is an estate-planning tool where the person who creates the trust transfers assets into it but receives fixed cash payments (an annuity) from the trust for a set number of years; whatever remains after that term passes to designated beneficiaries. It matters to investors because it can shift future appreciation of assets out of the creator’s taxable estate—like putting an asset into a timed vending machine that pays you fixed amounts while any extra value that grows inside the machine goes to heirs with reduced gift or estate tax consequences.
indirectly financial
"The shares of Semtech common stock held by The Ye Jane Li Grantor Retained Annuity Trust are reported in Table I as being owned indirectly."
Annual Meeting of Stockholders financial
"This RSU award fully vested on the day immediately preceding the 2026 Annual Meeting of Stockholders."
contingent right financial
"Each stock unit represents the contingent right to receive one share of Semtech common stock."
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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*
Li Ye Jane

(Last)(First)(Middle)
200 FLYNN ROAD

(Street)
CAMARILLO CALIFORNIA 93012-8790

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
SEMTECH CORP [ SMTC ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/03/2026
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
Common Stock06/03/2026M5,321A$06,050D
Common Stock5,735(1)IBy Family Trust
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
Restricted Stock Unit(2)06/03/2026M5,321 (3) (3)Common Stock5,321$00D
Restricted Stock Unit(2)06/04/2026A1,180 (4) (4)Common Stock1,180$01,180D
Explanation of Responses:
1. The shares of Semtech common stock held by The Ye Jane Li Grantor Retained Annuity Trust are reported in Table I as being owned indirectly. The reporting person is trustee of The Ye Jane Li Grantor Retained Annuity Trust, and the reporting person and members of her immediate family are the sole beneficiaries of the trust.
2. Each stock unit represents the contingent right to receive one share of Semtech common stock.
3. This RSU award fully vested on the day immediately preceding the 2026 Annual Meeting of Stockholders.
4. The stock units vest on the earlier of the one year anniversary of the award and the day immediately preceding the date of the first annual meeting of stockholders following the grant and are payable in shares.
Remarks:
/s/Ye Jane Li by Mark Lin under Power of Attorney dated October 6, 2023 (Copy On File)06/05/2026
** 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 Semtech (SMTC) director Ye Jane Li report?

Ye Jane Li reported RSU grants and an RSU conversion into common stock. She received 1,180 new RSUs and exercised 5,321 previously granted RSUs into 5,321 Semtech common shares, with no open-market buying or selling disclosed in this filing.

How many Semtech (SMTC) shares does Ye Jane Li hold after these transactions?

After the reported activity, Li holds 6,050 shares directly. A separate family trust associated with her holds 5,735 Semtech common shares indirectly, giving visibility into both her direct and trust-related equity exposure as disclosed in the filing.

What are the details of the new RSU grant to Semtech (SMTC) director Ye Jane Li?

Li received a grant of 1,180 restricted stock units. Each RSU represents the contingent right to receive one share of Semtech common stock, with vesting tied to the earlier of one year from grant or the day before the next annual stockholders’ meeting.

How did the RSUs exercised by Ye Jane Li in Semtech (SMTC) vest?

The 5,321 RSUs exercised had fully vested before conversion. The filing notes this RSU award vested on the day immediately preceding the 2026 Annual Meeting of Stockholders, after which it was settled in 5,321 shares of Semtech common stock.

How are Semtech (SMTC) shares held through the Ye Jane Li Grantor Retained Annuity Trust treated?

Shares held by the Grantor Retained Annuity Trust are reported as indirect ownership. Li is the trustee, and she and her immediate family are the sole beneficiaries, so the filing attributes 5,735 Semtech common shares to her indirect holdings via the trust.