DE GEUS AART 4

What Happened
Aart de Geus, a non-employee member of Applied Materials' board of directors, received an automatic annual grant of 741 restricted stock units (RSUs) reported on 2026-03-12. The Form 4 records the acquisition as 741 shares at $0.00 (grant of RSUs). These RSUs will convert one-for-one into common shares upon vesting, which is scheduled for March 1, 2027, subject to continued service as a director.

Key Details

• Transaction date: 2026-03-12 (Form 4 filed 2026-03-13; appears timely)
• Transaction type/code: Award/Grant (A) — 741 RSUs @ $0.00 reported
• Vesting: Scheduled to vest on March 1, 2027, subject to continued director service
• Shares owned after transaction: Not specified in the provided filing
• Footnote: F1 — automatic annual RSU grant under Applied Materials’ Employee Stock Incentive Plan

Context
This is routine director compensation (an award of RSUs), not an open-market purchase or sale; no cash changed hands at grant and there is no immediate sale of shares. Such awards are common for non-employee directors and are primarily a form of compensation rather than a direct signal of insider buying or selling. Monitor future filings around the vest date for conversion and any subsequent disposition.