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STOCK TITAN

[8-K] Alpha and Omega Semiconductor Limited Reports Material Event

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
8-K
Rhea-AI Filing Summary

Verb Technology Company, Inc. (VERB) has received a Schedule 13D from Lead Director James P. Geiskopf dated 14 July 2025. The filing discloses beneficial ownership of 201,027 shares, representing 12.7 % of the company’s 1,577,955 outstanding common shares as of 11 July 2025. The holding is composed of (i) 80,000 vested RSUs, (ii) 60,000 vested RSUs, (iii) 60,000 vested RSUs, (iv) 169 common shares and (v) 858 option shares exercisable within 60 days. Additional unvested awards (24,279 and 16,310 RSUs) are excluded from the reported total.

The majority of the equity originated from a Corporate Action, Change of Control, and Extraordinary Performance Agreement executed on 31 Oct 2024, which allows Geiskopf to earn 40,000â€�80,000 fully-vested RSUs for meeting quarterly revenue milestones. Grants tied to this agreement were made on 10 Mar 2025, 10 Apr 2025 and 7 Jul 2025, each vesting immediately. Earlier equity awards relate to compensation adjustments, cost-preservation efforts and prior annual director compensation.

Geiskopf states no current plans or proposals to alter control, capital structure or operations, but reserves the right to act in the future. Ownership above the 10 % threshold subjects the reporting person to heightened disclosure and insider-trading obligations, aligning his interests with shareholders while signaling potential dilution risk from the sizable share issuance.

Verb Technology Company, Inc. (VERB) ha ricevuto un Schedule 13D dal Lead Director James P. Geiskopf datato 14 luglio 2025. La comunicazione rivela una detenzione effettiva di 201.027 azioni, pari al 12,7% delle 1.577.955 azioni ordinarie in circolazione al 11 luglio 2025. La partecipazione è composta da (i) 80.000 RSU maturate, (ii) 60.000 RSU maturate, (iii) 60.000 RSU maturate, (iv) 169 azioni ordinarie e (v) 858 azioni opzione esercitabili entro 60 giorni. Premi non maturati (24.279 e 16.310 RSU) sono esclusi dal totale riportato.

La maggior parte delle azioni deriva da un Accordo di Azione Aziendale, Cambio di Controllo e Performance Straordinaria stipulato il 31 ottobre 2024, che consente a Geiskopf di ottenere da 40.000 a 80.000 RSU completamente maturate al raggiungimento di obiettivi trimestrali di fatturato. Le assegnazioni legate a questo accordo sono state effettuate il 10 marzo 2025, il 10 aprile 2025 e il 7 luglio 2025, tutte con maturazione immediata. Le precedenti assegnazioni azionarie riguardano adeguamenti retributivi, misure di contenimento dei costi e compensi annuali precedenti per i direttori.

Geiskopf dichiara di non avere piani o proposte attuali per modificare il controllo, la struttura del capitale o le operazioni, ma si riserva il diritto di agire in futuro. La detenzione superiore alla soglia del 10% comporta obblighi di disclosure più stringenti e norme contro il trading di informazioni privilegiate, allineando i suoi interessi con quelli degli azionisti e segnalando un potenziale rischio di diluizione dovuto all’emissione significativa di azioni.

Verb Technology Company, Inc. (VERB) ha recibido un Schedule 13D del Director Principal James P. Geiskopf fechado el 14 de julio de 2025. La presentación revela una posesión beneficiosa de 201,027 acciones, que representan el 12,7% de las 1,577,955 acciones ordinarias en circulación al 11 de julio de 2025. La participación consta de (i) 80,000 RSU adquiridas, (ii) 60,000 RSU adquiridas, (iii) 60,000 RSU adquiridas, (iv) 169 acciones ordinarias y (v) 858 opciones ejercitables en un plazo de 60 días. Se excluyen del total reportado premios no adquiridos (24,279 y 16,310 RSU).

La mayor parte del capital proviene de un Acuerdo Corporativo, Cambio de Control y Desempeño Extraordinario firmado el 31 de octubre de 2024, que permite a Geiskopf ganar entre 40,000 y 80,000 RSU totalmente adquiridas por alcanzar metas trimestrales de ingresos. Las concesiones vinculadas a este acuerdo se otorgaron el 10 de marzo de 2025, el 10 de abril de 2025 y el 7 de julio de 2025, todas con adquisición inmediata. Las asignaciones anteriores están relacionadas con ajustes de compensación, esfuerzos de preservación de costos y compensación anual previa para directores.

Geiskopf declara no tener planes o propuestas actuales para alterar el control, la estructura de capital o las operaciones, pero se reserva el derecho de actuar en el futuro. La propiedad superior al umbral del 10% somete a la persona informante a obligaciones de divulgación más estrictas y regulaciones contra el uso de información privilegiada, alineando sus intereses con los de los accionistas y señalando un posible riesgo de dilución debido a la significativa emisión de acciones.

Verb Technology Company, Inc. (VERB)ëŠ� 2025ë…� 7ì›� 14ì¼ìž ìˆ˜ì„ ì´ì‚¬ James P. Geiskopf로부í„� Schedule 13Dë¥� 접수했습니다. 해당 신고서ì—ëŠ� 2025ë…� 7ì›� 11ì� 기준 회사ì� 1,577,955ì£� 보통ì£� ì¤� 201,027ì£¼ì— ëŒ€í•� 실질 소유ê¶�ì� 12.7%ë¡� 공개ë˜ì–´ 있습니다. 보유 주ì‹ì€ (i) 80,000ì£� 기성 RSU, (ii) 60,000ì£� 기성 RSU, (iii) 60,000ì£� 기성 RSU, (iv) 169ì£� 보통ì£�, (v) 60ì� ì´ë‚´ 행사 가능한 858ì£� 옵션으로 구성ë˜ì–´ 있습니다. ë³´ê³ ë� ì´ì•¡ì—는 미성ìˆ� ë³´ìƒ(24,279 ë°� 16,310 RSU)ì€ ì œì™¸ë˜ì—ˆìŠµë‹ˆë‹�.

ëŒ€ë¶€ë¶„ì˜ ì§€ë¶„ì€ 2024ë…� 10ì›� 31ì� ì²´ê²°ë� 기업행위, 지배구ì¡� ë³€ê²� ë°� 특별 성과 계약ì—서 비롯ë˜ì—ˆìœ¼ë©°, ì� ê³„ì•½ì€ Geiskopfê°€ 분기ë³� 매출 목표 달성 ì‹� 40,000~80,000ì£¼ì˜ ì™„ì „ 기성 RSUë¥� íšë“í•� ìˆ� 있ë„ë¡� 허용합니ë‹�. ì� 계약ê³� ê´€ë ¨ëœ ë¶€ì—¬ëŠ” 2025ë…� 3ì›� 10ì�, 4ì›� 10ì�, 7ì›� 7ì¼ì— ì´ë£¨ì–´ì¡Œìœ¼ë©° ê°ê° 즉시 기성ë˜ì—ˆìŠµë‹ˆë‹�. ì´ì „ì� ì£¼ì‹ ë³´ìƒì€ ë³´ìƒ ì¡°ì •, 비용 ì ˆê° ë…¸ë ¥ ë°� ì´ì „ ì—°ë¡€ ì´ì‚¬ ë³´ìƒê³� ê´€ë ¨ì´ ìžˆìŠµë‹ˆë‹¤.

GeiskopfëŠ� 지배권, ìžë³¸ 구조 ë˜ëŠ” ìš´ì˜ ë³€ê²½ì— ëŒ€í•� 현재 계íšì´ë‚˜ 제안ì� 없다ê³� ë°í˜”으나, 향후 í–‰ë™í•� 권리ëŠ� 보유하고 있습니다. 10% ì´ìƒì� 소유ëŠ� ì‹ ê³ ìžì—ê²� ê°•í™”ë� 공시 ë°� ë‚´ë¶€ìž� 거래 규제ë¥� 부과하ë©�, ì´ëŠ” ê·¸ì˜ ì´í•´ê´€ê³„를 주주와 ì¼ì¹˜ì‹œí‚¤ëŠ� ë™ì‹œì—� 대규모 ì£¼ì‹ ë°œí–‰ìœ¼ë¡œ ì¸í•œ í¬ì„ 위험 가능성ì� 시사합니ë‹�.

Verb Technology Company, Inc. (VERB) a reçu un Schedule 13D de la part du directeur principal James P. Geiskopf daté du 14 juillet 2025. Le dépôt révèle une possession bénéficiaire de 201 027 actions, représentant 12,7 % des 1 577 955 actions ordinaires en circulation au 11 juillet 2025. La détention se compose de (i) 80 000 RSU acquises, (ii) 60 000 RSU acquises, (iii) 60 000 RSU acquises, (iv) 169 actions ordinaires et (v) 858 options exerçables dans les 60 jours. Les attributions non acquises (24 279 et 16 310 RSU) sont exclues du total déclaré.

La majorité des actions provient d’un Accord d’Action Corporative, de Changement de Contrôle et de Performance Extraordinaire signé le 31 octobre 2024, qui permet à Geiskopf de gagner entre 40 000 et 80 000 RSU entièrement acquises en atteignant des objectifs trimestriels de chiffre d’affaires. Les attributions liées à cet accord ont été effectuées le 10 mars 2025, le 10 avril 2025 et le 7 juillet 2025, toutes acquises immédiatement. Les attributions antérieures concernent des ajustements de rémunération, des efforts de réduction des coûts et la rémunération annuelle antérieure des administrateurs.

Geiskopf déclare ne pas avoir de plans ou propositions actuels pour modifier le contrôle, la structure du capital ou les opérations, mais se réserve le droit d’agir à l’avenir. Une détention supérieure au seuil de 10 % soumet la personne déclarant à des obligations accrues de divulgation et de lutte contre le délit d’initié, alignant ses intérêts avec ceux des actionnaires tout en signalant un risque potentiel de dilution lié à l’importante émission d’actions.

Verb Technology Company, Inc. (VERB) hat am 14. Juli 2025 ein Schedule 13D vom Lead Director James P. Geiskopf erhalten. Die Meldung offenbart eine wirtschaftliche Eigentümerschaft von 201.027 Aktien, was 12,7 % der 1.577.955 ausstehenden Stammaktien zum 11. Juli 2025 entspricht. Der Bestand setzt sich zusammen aus (i) 80.000 unverfallenen RSUs, (ii) 60.000 unverfallenen RSUs, (iii) 60.000 unverfallenen RSUs, (iv) 169 Stammaktien und (v) 858 Optionsaktien, die innerhalb von 60 Tagen ausgeübt werden können. Nicht unverfallene Auszeichnungen (24.279 und 16.310 RSUs) sind im gemeldeten Gesamtbetrag nicht enthalten.

Der Großteil des Aktienbestands stammt aus einer Corporate Action, Change of Control und Extraordinary Performance Vereinbarung, die am 31. Oktober 2024 abgeschlossen wurde und Geiskopf ermöglicht, zwischen 40.000 und 80.000 vollständig unverfallene RSUs für das Erreichen von vierteljährlichen Umsatzzielen zu erhalten. Zuwendungen im Zusammenhang mit dieser Vereinbarung wurden am 10. März 2025, 10. April 2025 und 7. Juli 2025 gewährt, jeweils mit sofortiger Unverfallbarkeit. Frühere Aktienzuteilungen beziehen sich auf Vergütungsanpassungen, Kosteneinsparmaßnahmen und frühere jährliche Direktorenvergütungen.

Geiskopf erklärt, keine aktuellen Pläne oder Vorschläge zu haben, die Kontrolle, Kapitalstruktur oder den Betrieb zu ändern, behält sich jedoch das Recht vor, in Zukunft zu handeln. Ein Eigentum über der 10-%-Schwelle unterliegt strengeren Offenlegungs- und Insiderhandelsverpflichtungen, was seine Interessen mit denen der Aktionäre in Einklang bringt und gleichzeitig auf ein mögliches Verwässerungsrisiko durch die umfangreiche Aktienausgabe hinweist.

Positive
  • Insider alignment: Lead Director now owns 12.7 % of outstanding shares, closely linking personal returns to shareholder value.
  • Performance-based compensation: RSUs vest only upon achieving quarterly revenue milestones, incentivising top-line growth.
Negative
  • Dilution risk: 201,027 new shares represent ~13 % of the current share count, potentially diluting existing holders.
  • Board discretion: Revenue milestone determination rests solely with the board, posing oversight and governance concerns.

Insights

TL;DR Insider now controls 12.7 % of VERB via vested RSUs; alignment positive, dilution risk moderate, overall neutral impact.

The 201,027-share stake places Geiskopf firmly above the 10 % reporting threshold, making him an "insider" under Section 16. Nearly all shares were granted, not purchased, so cash outlay is minimal yet voting power is material. Performance-based RSUs link compensation to revenue, a shareholder-friendly structure, but the cumulative 200 k new shares increase the float by ~13 %, which could weigh on per-share metrics if additional awards vest. Because the filing discloses no strategic intent, near-term market impact should be muted. Overall, the disclosure reinforces management alignment but does not immediately alter the investment thesis.

TL;DR Large equity grants enhance alignment yet raise governance and dilution considerations; monitor future issuances.

The agreement that delivers up to 80 k RSUs per quarter concentrates influence in a single director, potentially complicating board independence debates. While milestone-based vesting incentivizes growth, the board’s discretion in determining revenue achievement may invite scrutiny. Investors should examine whether similar awards extend to other insiders and how they affect cumulative dilution limits under the 2019 Omnibus Incentive Plan. Absence of a change-of-control plan is reassuring, but the right "to effect any such actions" leaves room for future activism. Governance impact trends slightly negative until transparency on award calibration improves.

Verb Technology Company, Inc. (VERB) ha ricevuto un Schedule 13D dal Lead Director James P. Geiskopf datato 14 luglio 2025. La comunicazione rivela una detenzione effettiva di 201.027 azioni, pari al 12,7% delle 1.577.955 azioni ordinarie in circolazione al 11 luglio 2025. La partecipazione è composta da (i) 80.000 RSU maturate, (ii) 60.000 RSU maturate, (iii) 60.000 RSU maturate, (iv) 169 azioni ordinarie e (v) 858 azioni opzione esercitabili entro 60 giorni. Premi non maturati (24.279 e 16.310 RSU) sono esclusi dal totale riportato.

La maggior parte delle azioni deriva da un Accordo di Azione Aziendale, Cambio di Controllo e Performance Straordinaria stipulato il 31 ottobre 2024, che consente a Geiskopf di ottenere da 40.000 a 80.000 RSU completamente maturate al raggiungimento di obiettivi trimestrali di fatturato. Le assegnazioni legate a questo accordo sono state effettuate il 10 marzo 2025, il 10 aprile 2025 e il 7 luglio 2025, tutte con maturazione immediata. Le precedenti assegnazioni azionarie riguardano adeguamenti retributivi, misure di contenimento dei costi e compensi annuali precedenti per i direttori.

Geiskopf dichiara di non avere piani o proposte attuali per modificare il controllo, la struttura del capitale o le operazioni, ma si riserva il diritto di agire in futuro. La detenzione superiore alla soglia del 10% comporta obblighi di disclosure più stringenti e norme contro il trading di informazioni privilegiate, allineando i suoi interessi con quelli degli azionisti e segnalando un potenziale rischio di diluizione dovuto all’emissione significativa di azioni.

Verb Technology Company, Inc. (VERB) ha recibido un Schedule 13D del Director Principal James P. Geiskopf fechado el 14 de julio de 2025. La presentación revela una posesión beneficiosa de 201,027 acciones, que representan el 12,7% de las 1,577,955 acciones ordinarias en circulación al 11 de julio de 2025. La participación consta de (i) 80,000 RSU adquiridas, (ii) 60,000 RSU adquiridas, (iii) 60,000 RSU adquiridas, (iv) 169 acciones ordinarias y (v) 858 opciones ejercitables en un plazo de 60 días. Se excluyen del total reportado premios no adquiridos (24,279 y 16,310 RSU).

La mayor parte del capital proviene de un Acuerdo Corporativo, Cambio de Control y Desempeño Extraordinario firmado el 31 de octubre de 2024, que permite a Geiskopf ganar entre 40,000 y 80,000 RSU totalmente adquiridas por alcanzar metas trimestrales de ingresos. Las concesiones vinculadas a este acuerdo se otorgaron el 10 de marzo de 2025, el 10 de abril de 2025 y el 7 de julio de 2025, todas con adquisición inmediata. Las asignaciones anteriores están relacionadas con ajustes de compensación, esfuerzos de preservación de costos y compensación anual previa para directores.

Geiskopf declara no tener planes o propuestas actuales para alterar el control, la estructura de capital o las operaciones, pero se reserva el derecho de actuar en el futuro. La propiedad superior al umbral del 10% somete a la persona informante a obligaciones de divulgación más estrictas y regulaciones contra el uso de información privilegiada, alineando sus intereses con los de los accionistas y señalando un posible riesgo de dilución debido a la significativa emisión de acciones.

Verb Technology Company, Inc. (VERB)ëŠ� 2025ë…� 7ì›� 14ì¼ìž ìˆ˜ì„ ì´ì‚¬ James P. Geiskopf로부í„� Schedule 13Dë¥� 접수했습니다. 해당 신고서ì—ëŠ� 2025ë…� 7ì›� 11ì� 기준 회사ì� 1,577,955ì£� 보통ì£� ì¤� 201,027ì£¼ì— ëŒ€í•� 실질 소유ê¶�ì� 12.7%ë¡� 공개ë˜ì–´ 있습니다. 보유 주ì‹ì€ (i) 80,000ì£� 기성 RSU, (ii) 60,000ì£� 기성 RSU, (iii) 60,000ì£� 기성 RSU, (iv) 169ì£� 보통ì£�, (v) 60ì� ì´ë‚´ 행사 가능한 858ì£� 옵션으로 구성ë˜ì–´ 있습니다. ë³´ê³ ë� ì´ì•¡ì—는 미성ìˆ� ë³´ìƒ(24,279 ë°� 16,310 RSU)ì€ ì œì™¸ë˜ì—ˆìŠµë‹ˆë‹�.

ëŒ€ë¶€ë¶„ì˜ ì§€ë¶„ì€ 2024ë…� 10ì›� 31ì� ì²´ê²°ë� 기업행위, 지배구ì¡� ë³€ê²� ë°� 특별 성과 계약ì—서 비롯ë˜ì—ˆìœ¼ë©°, ì� ê³„ì•½ì€ Geiskopfê°€ 분기ë³� 매출 목표 달성 ì‹� 40,000~80,000ì£¼ì˜ ì™„ì „ 기성 RSUë¥� íšë“í•� ìˆ� 있ë„ë¡� 허용합니ë‹�. ì� 계약ê³� ê´€ë ¨ëœ ë¶€ì—¬ëŠ” 2025ë…� 3ì›� 10ì�, 4ì›� 10ì�, 7ì›� 7ì¼ì— ì´ë£¨ì–´ì¡Œìœ¼ë©° ê°ê° 즉시 기성ë˜ì—ˆìŠµë‹ˆë‹�. ì´ì „ì� ì£¼ì‹ ë³´ìƒì€ ë³´ìƒ ì¡°ì •, 비용 ì ˆê° ë…¸ë ¥ ë°� ì´ì „ ì—°ë¡€ ì´ì‚¬ ë³´ìƒê³� ê´€ë ¨ì´ ìžˆìŠµë‹ˆë‹¤.

GeiskopfëŠ� 지배권, ìžë³¸ 구조 ë˜ëŠ” ìš´ì˜ ë³€ê²½ì— ëŒ€í•� 현재 계íšì´ë‚˜ 제안ì� 없다ê³� ë°í˜”으나, 향후 í–‰ë™í•� 권리ëŠ� 보유하고 있습니다. 10% ì´ìƒì� 소유ëŠ� ì‹ ê³ ìžì—ê²� ê°•í™”ë� 공시 ë°� ë‚´ë¶€ìž� 거래 규제ë¥� 부과하ë©�, ì´ëŠ” ê·¸ì˜ ì´í•´ê´€ê³„를 주주와 ì¼ì¹˜ì‹œí‚¤ëŠ� ë™ì‹œì—� 대규모 ì£¼ì‹ ë°œí–‰ìœ¼ë¡œ ì¸í•œ í¬ì„ 위험 가능성ì� 시사합니ë‹�.

Verb Technology Company, Inc. (VERB) a reçu un Schedule 13D de la part du directeur principal James P. Geiskopf daté du 14 juillet 2025. Le dépôt révèle une possession bénéficiaire de 201 027 actions, représentant 12,7 % des 1 577 955 actions ordinaires en circulation au 11 juillet 2025. La détention se compose de (i) 80 000 RSU acquises, (ii) 60 000 RSU acquises, (iii) 60 000 RSU acquises, (iv) 169 actions ordinaires et (v) 858 options exerçables dans les 60 jours. Les attributions non acquises (24 279 et 16 310 RSU) sont exclues du total déclaré.

La majorité des actions provient d’un Accord d’Action Corporative, de Changement de Contrôle et de Performance Extraordinaire signé le 31 octobre 2024, qui permet à Geiskopf de gagner entre 40 000 et 80 000 RSU entièrement acquises en atteignant des objectifs trimestriels de chiffre d’affaires. Les attributions liées à cet accord ont été effectuées le 10 mars 2025, le 10 avril 2025 et le 7 juillet 2025, toutes acquises immédiatement. Les attributions antérieures concernent des ajustements de rémunération, des efforts de réduction des coûts et la rémunération annuelle antérieure des administrateurs.

Geiskopf déclare ne pas avoir de plans ou propositions actuels pour modifier le contrôle, la structure du capital ou les opérations, mais se réserve le droit d’agir à l’avenir. Une détention supérieure au seuil de 10 % soumet la personne déclarant à des obligations accrues de divulgation et de lutte contre le délit d’initié, alignant ses intérêts avec ceux des actionnaires tout en signalant un risque potentiel de dilution lié à l’importante émission d’actions.

Verb Technology Company, Inc. (VERB) hat am 14. Juli 2025 ein Schedule 13D vom Lead Director James P. Geiskopf erhalten. Die Meldung offenbart eine wirtschaftliche Eigentümerschaft von 201.027 Aktien, was 12,7 % der 1.577.955 ausstehenden Stammaktien zum 11. Juli 2025 entspricht. Der Bestand setzt sich zusammen aus (i) 80.000 unverfallenen RSUs, (ii) 60.000 unverfallenen RSUs, (iii) 60.000 unverfallenen RSUs, (iv) 169 Stammaktien und (v) 858 Optionsaktien, die innerhalb von 60 Tagen ausgeübt werden können. Nicht unverfallene Auszeichnungen (24.279 und 16.310 RSUs) sind im gemeldeten Gesamtbetrag nicht enthalten.

Der Großteil des Aktienbestands stammt aus einer Corporate Action, Change of Control und Extraordinary Performance Vereinbarung, die am 31. Oktober 2024 abgeschlossen wurde und Geiskopf ermöglicht, zwischen 40.000 und 80.000 vollständig unverfallene RSUs für das Erreichen von vierteljährlichen Umsatzzielen zu erhalten. Zuwendungen im Zusammenhang mit dieser Vereinbarung wurden am 10. März 2025, 10. April 2025 und 7. Juli 2025 gewährt, jeweils mit sofortiger Unverfallbarkeit. Frühere Aktienzuteilungen beziehen sich auf Vergütungsanpassungen, Kosteneinsparmaßnahmen und frühere jährliche Direktorenvergütungen.

Geiskopf erklärt, keine aktuellen Pläne oder Vorschläge zu haben, die Kontrolle, Kapitalstruktur oder den Betrieb zu ändern, behält sich jedoch das Recht vor, in Zukunft zu handeln. Ein Eigentum über der 10-%-Schwelle unterliegt strengeren Offenlegungs- und Insiderhandelsverpflichtungen, was seine Interessen mit denen der Aktionäre in Einklang bringt und gleichzeitig auf ein mögliches Verwässerungsrisiko durch die umfangreiche Aktienausgabe hinweist.

0001387467false00013874672025-07-142025-07-14

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
 
_________________________________

FORM 8-K
 
_________________________________

CURRENT REPORT
Pursuant to Section 13 or 15(d) of the
Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): July 14, 2025
 
 _________________________________

Alpha and Omega Semiconductor Limited
(Exact name of registrant as specified in its charter)
 
  
Bermuda001-3471777-0553536
(State or other jurisdiction) of incorporation(Commission File Number))(I.R.S. Employer Identification No.)
Clarendon House
2 Church Street
Hamilton HM 11
Bermuda
(Address of principal registered offices)
(408) 830-9742
(Registrant’s telephone number, including area code)
N/A
(Former name or former address, if changed since last report)
 
 
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
 
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
 
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
 
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
 
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))


Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol(s)
Name of each exchange on which registered
Common SharesAOSLThe NASDAQ Global Select Market


Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2). Emerging growth company

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.






Item 1.01 Entry into a Material Definitive Agreement.

On July 14, 2025, Alpha & Omega Semiconductor Limited (“AOS Bermuda”) and its subsidiary, Alpha & Omega Semiconductor (Shanghai) Ltd. (“AOS Shanghai” and collectively, the “Company”) entered into an equity transfer agreement (the “Agreement”) with certain strategic investor (the “Investor”) to sell approximately 20.3% of outstanding equity interest of the Company’s joint venture of power semiconductor packaging, testing and 12-inch wafer fabrication facility located in Chongqing, China (“CQJV”). Pursuant to the equity transfer agreement, the investor agrees to pay the Company an aggregate cash consideration of USD $150 million (the “Purchase Price”). Under the Agreement, the Purchase Price will be paid in four installments as follows:

Approximately USD $94 million within ten (10) business days of satisfaction of certain conditions relating to AOS Shanghai, including but are not limited to, stockholder approval of CQJV; execution of shareholder agreements by stockholders of CQJV and completion of certain corporate formalities by the Investor and the Company;
Approximately USD $11 million within ten (10) business days of satisfaction of certain additional conditions relating to AOS Bermuda, including but are not limited to, completion of share transfer registration with government for the Investor; completion of foreign investment registration and exchange control approval;
USD $30 million within ten (10) business days of satisfaction of certain additional conditions relating to AOS Bermuda, including, but are not limited to, approval by shareholders of CQJV for the exit of minority shareholders of CQJV as provided in the Agreement; and
USD $15 million within ten (10) business days of satisfaction of certain additional conditions relating to AOS Bermuda, including, but are not limited to, completion of equity transfer registration with the appropriate government authority for the exit of minority shareholders and approval by shareholders of CQJV for an initial capital injection in CQJV by the Investor.

The Agreement contains customary representations, warranties, covenants and condition precedent to its effectiveness. The Agreement also includes customary termination provisions, including termination by mutual agreement, material breach by a party, and by government order. The Agreement may also be terminated by any no-fault party if all four installments are not completed within 270 days of the execution date of the Agreement.

The Company expects to receive all four installment payments and close the transaction prior to the end of 2025.

The above disclosure is a summary and qualified in its entirety by the Agreement, a copy of which will be filed as an exhibit to the Company’s Quarterly Report on Form 10-Q for the fiscal quarter ending September 30, 2025.

Item 7.01 Regulation FD Disclosure.

On July 14, 2025, the Company issued a press release announcing the entry into the Agreement. A copy of the press release is furnished as Exhibit 99.1 to this Report and is incorporated by reference into this Item 7.01.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.
99.1
Press Release, dated July 14, 2025
104
Cover Page Interactive Data File - the cover page XBRL tags are embedded within Inline XBRL document






SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Dated: July 14, 2025
Alpha and Omega Semiconductor Limited
By:/s/    Yifan Liang
Name:Yifan Liang
Title:Chief Financial Officer and Corporate Secretary
 


FAQ

How much of Verb Technology (VERB) does James P. Geiskopf own?

He beneficially owns 201,027 shares, or 12.7 % of the outstanding common stock.

What is the total number of VERB shares outstanding used in the Schedule 13D?

The filing cites 1,577,955 shares outstanding as of 11 July 2025.

What triggered the grant of 80,000 RSUs on 7 July 2025?

It was issued under the Corporate Action, Change of Control, and Extraordinary Performance Agreement tied to revenue milestones.

Are the RSUs awarded to Geiskopf performance-based?

Yes. RSU issuance is contingent on achieving specific quarterly revenue milestones outlined in the 2024 agreement.

Does the insider plan to change control of Verb Technology?

The filing states no current plans or proposals for control changes or other strategic actions.

How many unvested RSUs does Geiskopf hold that are not counted in the 12.7 % stake?

He holds 40,589 unvested RSUs (24,279 + 16,310) that are scheduled to vest after 60 days.

When was the performance agreement that governs these RSUs signed?

The Corporate Action, Change of Control, and Extraordinary Performance Agreement was signed on 31 October 2024.
Alpha And Omega

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Semiconductors
Semiconductors & Related Devices
United States
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