Monitor for any strategic or financial shifts under the new CFO, particularly around capital allocation or reporting practices, given Long's background at Western Digital and in SPACs. No immediate catalyst — this is a routine leadership transition.
Price Chart
Executive Summary
Super Micro Computer appointed Mark Long as CFO, replacing David Weigand effective immediately. Long brings prior CFO experience at Western Digital and SPAC leadership. The transition is routine with a named replacement and no disclosed disagreements, making this a standard executive change.
Key Facts
- Mark Long appointed CFO effective October 14, 2026, replacing David Weigand
- Long previously served as CFO of Western Digital (2016-2019) and co-CEO/CFO of Prime Impact Acquisition I (2020-2023)
- Employment offer letter provides $725,000 annual base salary, $500,000 sign-on bonus (subject to 2-year clawback), and $500,000 guaranteed annual cash bonus
- Long eligible for additional performance-based cash bonus ($225,000-$725,000) and expected initial equity awards of 120,000 RSUs and 150,000 stock options, each vesting over four years
Financial Impact
Total guaranteed first-year cash compensation of $1,725,000 (base + sign-on + guaranteed bonus) plus equity awards of 120,000 RSUs and 150,000 options; no material impact on company financials
Risk Factors
- CFO transitions can introduce short-term operational uncertainty
- Long's SPAC and advisory background differs from a pure-play operating CFO profile
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001375365-26-000024 |
| Document: 0001375365-26-000024-index-headers.html | 0001375365-26-000024 |
| Document: 0001375365-26-000024-index.html | 0001375365-26-000024 |
| Document: 0001375365-26-000024.txt | 0001375365-26-000024 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | 3 | $32.94 | awaiting T+20 | — | $32.69 (−0.76%) |
Oct 21, 2026 5d ago | Institutional Cluster | $33.72 | awaiting T+20 | — | $32.69 (−3.05%) |
Oct 20, 2026 6d ago | 8-K | $35.57 | awaiting T+20 | — | $32.69 (−8.10%) |
Oct 15, 2026 11d ago | 8-K | $35.09 | awaiting T+20 | — | $32.69 (−6.84%) |
Oct 8, 2026 18d ago | 8-K | $41.86 | awaiting T+20 | — | $32.69 (−21.91%) |
Oct 7, 2026 19d ago | 144 | $42.77 | awaiting T+20 | — | $32.69 (−23.57%) |
Sep 8, 2026 6w ago | Insider Cluster | $38.93 $44.94 | ▼ −15.44% | ▼ −13.24% | $32.69 (+16.03%) |
Jun 15, 2026 19w ago | 8-K | $30.85 $27.66 | ▲ +10.34% | ▲ +9.59% | $32.69 (−5.96%) |
Jun 12, 2026 19w ago | 8-K | $30.85 $27.66 | ▲ +10.34% | ▲ +9.59% | $32.69 (−5.96%) |
Jun 12, 2026 19w ago | 424B5 | $30.46 $28.31 | ▲ +7.06% | ▲ +8.84% | $32.69 (−7.32%) |
US Market Status
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