Semtech Corp. SEC filings document the company’s public-company reporting for a Nasdaq-listed semiconductor and IoT connectivity issuer. Recent Form 8-K reports cover quarterly and fiscal-year operating results, Regulation FD disclosures, and material events tied to financing and capital-structure activity.
The filing record also includes definitive proxy materials for annual meeting matters such as director elections, auditor ratification, advisory executive compensation votes, and amendments to the Semtech Corporation 2017 Long-Term Equity Incentive Plan. Capital-structure disclosures identify common stock listed on the Nasdaq Global Select Market and the company’s 0% convertible senior notes due 2030 issued under an indenture with subsidiary guarantor provisions.
Company affiliate disclosed planned and recent sales of Common Stock via Form 144. The filing lists a restricted stock vesting of 974 shares on 04/01/2026 and multiple sales reported during the prior three months, including trades on 01/05/2026, 03/06/2026, 03/10/2026, 03/11/2026, and 03/24/2026. The excerpt shows per‑trade share counts and dollar amounts for each transaction.
Semtech Corp reports that The Vanguard Group filed an amendment stating it beneficially owns 0 shares of Common Stock, representing 0% of the class.
The filing explains an internal realignment on January 12, 2026 and disaggregation in reliance on SEC Release No. 34-39538. The form is signed by Ashley Grim on 03/27/2026.
Semtech EVP and CCO Jason Elliot Green reported routine equity compensation activity. He received 14,452 shares of common stock as part of a performance stock unit award that vested based on fiscal 2026 performance and service conditions. Of these, 5,687 shares at $76.52 per share were surrendered to cover tax obligations, leaving him with 16,311 shares directly owned.
Semtech Corp’s Chief Quality Officer and CTO John Michael Wilson reported routine equity compensation activity involving performance stock units that vested into common stock and related tax withholding. He acquired 5,600 and 9,325 shares of common stock at $0.00 per share as awards tied to prior performance grants.
To satisfy tax obligations on these vestings, 2,850 and 4,745 shares were withheld at a price of $76.52 per share, treated as share dispositions rather than market sales. After these transactions, Wilson directly holds 85,295 shares of Semtech common stock.
Semtech President and CEO Hong Q. Hou reported equity compensation activity involving performance-based stock units that vested into common shares and related tax withholding. On 2026-03-23, he acquired 32,517 and 27,342 shares of common stock at no cost upon vesting of prior performance stock unit awards tied to revenue, non-GAAP operating income, relative total stockholder return, and service conditions. To cover tax liabilities from these vestings, 16,545 and 13,912 shares were disposed of at $76.52 per share through share withholding rather than open-market sales. Following these transactions, Hou directly holds 70,977 shares of Semtech common stock.
Semtech EVP and COO Asaf Silberstein reported routine equity compensation activity in the form of performance stock unit vesting and related tax withholding. On March 23, 2026, he acquired 9,755 and 13,383 shares of common stock at no cost as two separate performance awards vested based on revenue, non-GAAP operating income, relative total stockholder return, and service conditions. In connection with these vestings, 4,964 and 6,810 shares were automatically withheld at a price of $76.52 per share to cover tax liabilities, rather than being sold on the open market. Following these transactions, he directly holds 105,677 shares of Semtech common stock.
Semtech EVP and CFO Mark Lin reported a mix of equity awards, tax-related share dispositions, and a small open‑market sale of common stock. On March 23, 2026, performance stock units granted in prior fiscal years 2024, 2025, and 2026 vested, delivering 9,394, 13,736, and 7,740 shares of common stock as performance and service conditions were met.
On the same date, Lin had 4,780 and 6,882 shares withheld at $76.52 per share to cover tax obligations and 3,848 shares disposed to the issuer. On March 24, 2026, he executed an open‑market sale of 9,186 shares at an average price of $75.05 per share under a pre‑arranged Rule 10b5‑1 trading plan. After these transactions, he directly holds 32,710 shares of Semtech common stock.
SMTC filed a Form 144 notifying a proposed sale of 9,186 shares of Common Stock. The notice lists the shares as resulting from restricted stock vesting on 03/23/2026 and labels the acquisition as compensation. The filing also discloses recent sales by Mark Lin: 1,333 on 01/05/2026, 6,582 on 03/06/2026, 2,734 on 03/10/2026, and 3,908 on 03/11/2026.
Semtech Corporation files its annual report describing a growing, diversified semiconductor and IoT connectivity business focused on infrastructure, high-end consumer and industrial markets. Net sales for fiscal 2026 were $1,049,975 thousand, up from $909,287 thousand in 2025 and $868,758 thousand in 2024.
Growth was broad-based across its three segments: Signal Integrity, Analog Mixed Signal and Wireless, and IoT Systems and Connectivity, each contributing over $300,000 thousand in 2026 net sales. Industrial applications provided 55% of net sales, with infrastructure at 30% and high-end consumer at 15%.
The company highlights heavy reliance on distributors, significant exposure to China-based customers, and customer concentration, alongside detailed macro, supply chain, technology and indebtedness risks. Semtech also completed the all-cash acquisition of HieFo Corporation for approximately $34.0 million and now operates certain internal foundry capabilities within a "fab-lite" model.