LIU TALLY C 4

What Happened

• Tally C. Liu, lead independent director of Super Micro Computer, Inc. (SMCI), had 747 restricted stock units (RSUs) fully vest on January 29, 2026. The filing reports a conversion/exercise of derivative rights into 747 shares (code M) and a corresponding disposition of 747 shares at $0.00.
• The filing shows no cash proceeds from the disposition (price reported as $0.00). This was not an open‑market sale; the RSUs vested and were settled into shares per the footnotes.

Key Details

• Transaction date: January 29, 2026; Form 4 filed February 2, 2026 (appears timely).
• Reported transactions: 747 RSUs converted to 747 shares (acquired); 747 shares disposed at $0.00 (derivative).
• Price / value: Acquisition price N/A; disposition price $0.00; no cash proceeds reported.
• Shares owned after transaction: Not specified in the provided filing.
• Footnotes: F1 — each RSU represents a contingent right to one share; F2 — RSUs were granted for service as lead independent director and fully vested on Jan 29, 2026; vested units are settled in shares.
• Transaction codes: M (exercise/conversion of derivative). No 10b5-1 plan or late‑filing flag noted in the information provided.

Context

• This transaction reflects award vesting and settlement of RSUs rather than a market purchase or sale. Disposition at $0.00 commonly reflects shares surrendered or withheld to satisfy tax obligations upon vesting (the filing shows the share conversion and a zero‑dollar disposition, but does not specify the exact mechanism).
• Such award settlements are routine compensation-related events and do not, by themselves, indicate the director’s buy/sell sentiment in the open market.