DEFA14A ·Filed Apr 2, 2026

ON

ON SEMICONDUCTOR CORP
NEUTRAL
Impact 3/10
Horizonweeks Processed6mo ago SEC0001140361-26-012899
Proxy solicitation materials
Actionable Insight • Neutral

Monitor the outcome of the shareholder vote, particularly on executive compensation and the simple majority voting proposal. The recent executive departure and insider selling warrant attention to any potential shifts in company strategy or governance, though this filing itself is standard procedure.

DirectionNeutral
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d
ON ▲ +42.48% at T+60d
NEUTRAL call ✓ call won +42.48% · α vs SPY +29.49% · entry $62.16 → $88.57
Entry anchored
Apr 1, 03:59 PM ET
via exchange tick
T+1d
+2.13%
call +2.13% · α +1.66%
$63.49
settled 6mo ago
T+5d
+10.43%
call +10.43% · α +6.81%
$68.65
settled 6mo ago
T+20d
+62.17%
call +62.17% · α +52.29%
$100.81
settled 5mo ago
T+60d
+42.48%
call +42.48% · α +29.49%
$88.57
settled 3mo ago

Price Chart

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Executive Summary

ON Semiconductor's 2026 annual meeting proxy statement outlines the election of seven directors, an advisory vote on executive compensation, ratification of auditors, and a shareholder proposal on voting. This follows an executive departure announcement, suggesting potential board dynamics changes. The filing is routine but occurs amid recent insider selling.

Key Facts

  • Proxy statement for the 2026 annual meeting of ON Semiconductor Corp.
  • Proposals include electing seven directors, advisory vote on executive pay, auditor ratification, and a shareholder proposal on voting.
  • Follows an 8-K filing announcing the departure of Group President Simon Keeton.
  • Recent insider activity shows one sell of $359K in the last 30 days.
  • No activist campaign or contested vote is indicated; management is soliciting votes.

Financial Impact

No direct financial impact from the proxy statement itself.

board compositionexecutive compensationgovernance

Risk Factors

  • Potential for shareholder dissatisfaction with executive pay, though the advisory vote is non-binding.
  • The departure of a key executive (Simon Keeton) could signal internal changes, but the impact is not yet clear.

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices

Investment Themes

Semiconductors

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001140361-26-012899
Document: 0001140361-26-012899-index-headers.html0001140361-26-012899
Document: 0001140361-26-012899-index.html0001140361-26-012899
Document: 0001140361-26-012899.txt0001140361-26-012899
23 reports for ON
Performance horizon
100% Hit rate 8 of 8 directional calls best @ T+20▲ +29.60%Apr 27, 2026
Filters
Rows
Reports for ON — sortable, filterable
TypeNow
Aug 21, 2026
6w ago
S-4
NEUTRAL ★ 6/10
$74.21 $71.72▼ −3.36%▼ −4.37%$84.89 (+14.39%)
Aug 13, 2026
7w ago
425
BULLISH ★ 5/10
$81.56 $76.14▼ −6.65%▼ −4.90%$84.89 (+4.08%)
Aug 13, 2026
7w ago
8-K
BULLISH ★ 5/10
$81.56 $76.14▼ −6.65%▼ −4.90%$84.89 (+4.08%)
Aug 3, 2026
8w ago
8-K
BULLISH ★ 7/10
$80.78 $72.65▼ −10.06%▼ −8.83%$84.89 (+5.09%)
Aug 3, 2026
8w ago
Press Release
BULLISH ★ 6/10
$80.78 $72.65▼ −10.06%▼ −8.83%$84.89 (+5.09%)
Jun 30, 2026
13w ago
425
NEUTRAL ★ 4/10
$94.54 $89.04▼ −5.82%▼ −4.79%$84.89 (−10.21%)
Jun 26, 2026
13w ago
425
NEUTRAL ★ 3/10
$88.57 $86.81▼ −1.99%▼ −1.71%$84.89 (−4.15%)
Jun 26, 2026
13w ago
425
NEUTRAL ★ 3/10
$88.57 $86.81▼ −1.99%▼ −1.71%$84.89 (−4.15%)
Jun 26, 2026
13w ago
425
NEUTRAL ★ 4/10
$88.57 $86.81▼ −1.99%▼ −1.71%$84.89 (−4.15%)
Jun 26, 2026
13w ago
425
NEUTRAL ★ 3/10
$88.57 $86.81▼ −1.99%▼ −1.71%$84.89 (−4.15%)
Showing 10 of 23

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Market Closed — Opens Mon (65h 26m)

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