Super Micro (SMCI) CRO Matthew Thauberger Exercises RSUs; Shares Withheld

What Happened
Matthew Thauberger, Chief Revenue Officer of Super Micro Computer, converted 2,250 restricted stock units (RSUs) into 2,250 shares of SMCI common stock on August 17, 2026. To satisfy tax withholding obligations, 1,145 of those shares were withheld by the company at $38.28 per share, equal to $43,831. The filing shows the derivative units were converted (reported as an acquisition of 2,250 shares and a disposition of 2,250 derivative units at $0), resulting in a net issuance of 1,105 shares to Thauberger (2,250 − 1,145 = 1,105).

Key Details

• Transaction date: August 17, 2026; Form 4 filed August 19, 2026 (appears timely under the standard 2-business-day rule).
• Conversion: 2,250 RSUs converted into 2,250 common shares (reported with code M).
• Tax withholding: 1,145 shares withheld (reported with code F) at $38.28 per share, totaling $43,831; this withholding was a company-side net settlement, not an open-market sale.
• Net shares received: approximately 1,105 shares (2,250 converted − 1,145 withheld).
• Footnotes: F1–F3 explain that each RSU equals one share, the withheld shares were for tax remittance and not a market transaction, and the RSUs vested in two equal tranches (Aug 17, 2026 and Feb 17, 2027). The transaction is exempt under Rule 16b-3(e).
• Shares owned after transaction: not provided in the excerpt of this filing.

Context

• This was a vesting/settlement of RSUs (a conversion of a derivative award), not an open-market purchase or sale. The withholding to cover taxes is routine and does not necessarily reflect a trading decision.
• For retail investors, purchases or outright open-market insider buys are often stronger signals than routine vesting and withholding events; this filing documents compensation settlement rather than a directional trade.