KAO GEORGE

SMCI SVP George Kao sells 56,904 shares at $32.83 (-45.9% from 52-week high); 90-day sell pattern 80% well-timed at this ticker

George Kao, SVP of Operations, sold 56,904 shares of Super Micro Computer at $32.83 on 2025-11-24, reducing his holdings by 29.7% from 191,595 to 134,691 shares. The stock is trading 45.9% below its 52-week high and down 36.3% over the past 30 days. His prior transaction history at SMCI shows a strong pattern: 4 of 5 previous sells resulted in negative 90-day returns (well-timed sells before subsequent declines), most notably sales on 2024-02-05 and 2024-02-15 where the stock fell 82.7% and 89.2% respectively over the following 90 days. This timing pattern at SMCI—combined with the current 29.7% reduction in position size during a period of significant stock weakness—warrants attention as a material insider trade at a $19.6B market-cap company with strong recent fundamentals (46.6% annual revenue growth, $5.0B quarterly revenue).

SMCI SVP George Kao sells 40,000 shares ($1.8M) at $43.88; stock now -28.9% from 52-week high, post-sale holdings cut 64.7%

George Kao, SVP of Operations at Super Micro Computer, sold 40,000 shares on 2025-08-22 for $1,755,200.00, reducing holdings by 64.7% (from 61,820 to 21,820 shares). The sale occurred at $43.88, and SMCI has since declined 18.6% over 30 days and sits 28.9% below its 52-week high of $62.38. Kao's prior five sales at SMCI show a strong pattern: 4 of 5 were well-timed at the 90-day mark, including three consecutive sales in late 2023 and early 2024 with 90-day declines ranging from -75.2% to -90.4%. However, his most recent SMCI sale (2025-05-14) has posted only -9.4% over 30 days, suggesting the pattern may be shifting. His broader cross-ticker record spans 6 prior sells with an 83.33% well-timed rate at the 90-day horizon, though recent 30-day performance (-18.6% post-current-sale) aligns with his cross-ticker average of -65.6% at 30 days. Given the substantial position reduction, the negative near-term price action, and his mixed recent timing at this ticker, this sale merits investor attention to whether the 4-of-5 historical accuracy at SMCI persists.

SVP George Kao sold 28.4K shares (57.9% of holdings) at $45.86; prior 5 trades at SMCI were 100% well-timed at 90-day mark

George Kao, SVP of Operations, divested 28,400 shares ($1,300,424 total value) on 2025-05-14, reducing his SMCI holdings by 57.9%. His prior trade history at this ticker shows a striking pattern: all 4 prior sales with measurable 90-day outcomes (2024-02-15, 2024-02-05, 2023-11-09, 2023-08-14) were well-timed, with negative 90-day returns ranging from -75.2% to -90.4%—the stock consistently declined after each sale. His cross-ticker track record shows a 100% well-timed sell rate across 5 prior transactions, with average 90-day returns of -85.9%. The current stock price of $46.15 sits 51.5% below the 52-week high of $95.24, and this sale occurred after a sharp 30-day rally of +44.7%, providing a potential inflection point to assess against coming quarter results.

SVP Kao George sold 71,720 shares (78.7% of holdings) at $50.48; stock now $41.46, -65.1% from 52-week high.

Kao George, SVP of Operations, executed a large discrete sale reducing his SMCI holdings by 71.7K shares (-78.7% vs pre-transaction holdings) on 2025-02-26 at $50.48 per share, generating $3.6M. The timing context is notable: his cross-ticker track record shows a 90-day well-timed rate of 100.00% across 4 prior sells, and at SMCI specifically, all 4 prior sales were well-timed at the 90-day mark, with 90-day returns ranging from -75.2% to -90.4%. However, this current sale at $50.48 has already deteriorated post-transaction; the stock now trades at $41.46, representing a -18.0% decline from the transaction price. Given SMCI's strong fundamentals—annual revenue growth of +110.4% and a P/E of 17.06—the sale magnitude and insider's consistent pattern of well-timed exits warrant close observation to determine whether the recent 30-day rally (+49.1%) represents a durable recovery or a temporary bounce within a broader downtrend.