Skyworks (SWKS) Form 4 — Executive RSUs and Performance Awards Detailed
Rhea-AI Filing Summary
Philip Matthew Carter, Senior Vice President & Chief Financial Officer of Skyworks Solutions, Inc. (SWKS), reported equity awards and 401(k) holdings in a Form 4 filing. On 09/08/2025 the reporting person was allocated 39,666 restricted stock units (RSUs) and 50,244 performance shares, each representing the contingent right to receive one share of common stock upon vesting. The RSUs vest in four equal annual installments from 09/08/2026 through 09/08/2029. The performance shares are subject to total shareholder return measured for the period 10/04/2025–09/29/2028 and to the reporting person’s continued employment through 11/11/2028. The filing also shows 143 shares held indirectly through the company 401(k) plan as of the plan statement dated 08/31/2025. The reported awards carry a $0 per-share exercise/issuance price and are held directly by the reporting person.
Positive
- Allocation of performance shares (50,244) aligns executive compensation with shareholder returns via a TSR performance period
- Time-based retention through RSUs (39,666) with clear four-year vesting supports continuity in management
- Transparent disclosure of vesting schedule, performance measurement window, and employment condition
Negative
- None.
Insights
TL;DR: This Form 4 documents standard executive equity compensation: time-based RSUs and performance-based shares with multi-year vesting and performance conditions.
The reported grants are typical for senior executives and align pay with multi-year performance and retention. 39,666 RSUs vest annually over four years, supporting retention. 50,244 performance shares are tied to total shareholder return over a roughly three-year performance period, aligning pay with shareholder outcomes, and require continued employment through a specified post-performance date. The awards are issued at $0, indicating they are grants rather than purchases. The small 401(k) balance of 143 shares is held indirectly. Based solely on the filing, these disclosures are routine compensation events rather than immediate liquidity or divestiture actions.
TL;DR: Governance view: awards include both retention and performance components with explicit vesting and measurement windows; disclosure appears complete.
The filing provides explicit vesting schedules and performance measurement periods, which supports transparency. The use of performance shares measured by total shareholder return is a common governance practice to link executive pay to shareholder value. No dispositions, pledge events, or related-party transactions are reported. Based on the document alone, this is a routine insider grant disclosure with no immediate governance concerns evident from the facts presented.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Restricted Stock Units | 39,666 | $0.00 | -- |
| Grant/Award | Performance Shares | 50,244 | $0.00 | -- |
| holding | Common Stock | -- | -- | -- |
Footnotes (1)
- This total represents the number of shares of common stock held by the Reporting Person in the Skyworks Solutions, Inc. 401(k) plan based on the latest plan statement dated 8/31/2025. Each restricted stock unit represents the contingent right to receive one (1) share of common stock upon vesting of the unit. The restricted stock units vest in four (4) equal installments, beginning on 9/8/2026 and ending on 9/8/2029. Each performance share represents the contingent right to receive one (1) share of common stock upon vesting of the performance share. The performance shares can be earned based on the absolute level of achievement of total shareholder return measured during the performance period commencing 10/4/25 and ending 9/29/28, and based on the reporting person's continuing employment with the company through 11/11/28.
