Board and executive changes

(b) On November 4, 2026, Emma N. Walmsley, a member of the Board of Directors of Microsoft Corporation (the “Company”) since 2019, informed the Company of her decision not to stand for re-election at the Company’s 2026 annual shareholder meeting (the “Annual Meeting”). Ms. Walmsley will continue to serve as a director until the Annual Meeting. Her decision not to stand for re-election is not as a result of any disagreement with management on any matter relating to the Company’s operations, policies, or practices.

On November 2, 2026, Linnie M. Haynesworth notified the Governance and Sustainability Committee of the Board of Directors (the “Board”) of Micron Technology, Inc. (the “Company”) that she would retire from the Board and, accordingly, Ms. Haynesworth will not be nominated for re-election at the Company’s fiscal 2026 annual shareholders meeting (the “Annual Meeting”). Ms. Haynesworth will continue to serve as a director through the end of her term at the Annual Meeting.

On November 4, 2026, HP Inc. (the “ Company ”) announced that the Board of Directors (the “ Board ”) of the Company appointed Emma Walmsley as Chief Executive Officer of the Company, effective as of January 4, 2027 (the “ Start Date ”). Bruce Broussard, the Company’s current Interim Chief Executive Officer, will step down from such role effective as of the end of the day on January 3, 2027. Effective as of the Start Date, Mr. Broussard will be appointed Chair of the Board and Ms. Walmsley will be appointed to the Board. Chip Bergh will continue to serve as Chair of the Board until Mr. Broussard’s appointment on the Start Date and will continue to serve on the Board thereafter. Prior to her appointment as Chief Executive Officer, Ms.

Election of Directors; Appointment of Certain Officers; Compensation Arrangements of Certain Officers. On November 2, 2026, the board of directors (the “Board”) of Trimble Inc. (the “Company”) appointed Matthew C. Brown to serve as a director of the Company, effective November 2, 2026. Mr. Brown was concurrently appointed by the Board to serve as a member of the Audit Committee of the Board. Mr. Brown has served as Chief Financial Officer of Tenable Holdings, Inc., a provider of cybersecurity exposure management solutions, since August 2025. Prior to joining Tenable, Mr. Brown served as the Chief Financial Officer of Altair Engineering Inc. from January 2021 to March 2025. His previous experience includes other finance and accounting leadership roles in the technology sector, and he is a Certified Public Accountant. Mr.

On November 2, 2026, the Board of Directors (the “Board”) of Keysight Technologies, Inc. (the “Company”) appointed Jason Kary to serve as the Company’s Senior Vice President and Chief Financial Officer, and Principal Financial Officer, effective December 18, 2026 (the “CFO Transition Date”). Mr. Kary succeeds Neil Dougherty, Executive Vice President and Chief Financial Officer, and Principal Financial Officer, of the Company, who on October 29, 2026, notified the Company of his decision to step down as Executive Vice President and Chief Financial Officer of the Company, effective on the CFO Transition Date, and agreed to provide transition and other services through the end of fiscal year 2027. Mr. Dougherty is leaving for personal reasons and not as a result of any disagreement with the Company on any matter relating to the Company’s operations, policies, or practices. Mr.

On November 1, 2026, the Company entered into a reimbursement and indemnification agreement (a “Tax reimbursement agreement”) with the Company’s Chief Executive Officer, Michael Hurlston, pursuant to which, in connection with the Merger, (i) the Company and Mr. Hurlston will cooperate in good faith with respect to the implementation of strategies intended to mitigate the effects of Section 280G of the Internal Revenue Code of 1986, as amended (the “Code”), and (ii) in the event that the implementation of any such strategies results in excess incremental tax or other liabilities to Mr. Hurlston or excise tax under Section 4999 of the Code is still owed by Mr. Hurlston after the implementation of such strategies, the Company will provide Mr. Hurlston with a payment that would place Mr. Hurlston in the same after-tax position that he would have been in if the excise tax did not apply.

TE Connectivity plc (the “Company”) announced that its Executive Vice President and General Counsel, John S. Jenkins, Jr., notified the Company on October 28, 2026 that he is retiring from the Company effective March 31, 2027. Mr. Jenkins will retire from his current role when his successor, Jennifer A. Johnson, joins the Company as Executive Vice President and Chief Legal Officer, anticipated to occur on November 9, 2026. Mr. Jenkins will then remain employed by the Company as an executive legal advisor until his retirement on March 31, 2027. While serving as an executive legal advisor, Mr. Jenkins will receive the same annual salary and will remain eligible for AIP awards, subject to proration.

Appointment of Chief Financial Officer On October 27, 2026, the Board of Directors of the Company (“the Board”) appointed Tony Balow, age 56, as Vice President, Chief Financial Officer, effective immediately. Mr. Balow served as the Company’s Vice President of Finance from September 2023 to October 2026. Prior to joining the Company, Mr. Balow spent 23 years at Intel, a global semiconductor company, and held a number of senior positions. Mr. Balow holds a Bachelor of Science and a Master of Science in Aerospace, Aeronautical and Astronautical Engineering from the University of Illinois Urbana-Champaign, and a Master of Business Administration from the University of Arizona. There are no arrangements or understandings between Mr. Balow and any other person pursuant to which he was appointed as the Company’s Chief Financial Officer. Mr.

(b) On October 19, 2026, Richard Rothberg, Executive Vice President, General Counsel and Secretary of Dell Technologies Inc. (“the Company”), notified the Company of his decision to retire from his position, in which position he served as the Company’s chief legal officer, effective as of February 1, 2027. Mr. Rothberg will remain employed by the Company to provide transitional assistance through April 30, 2027. On October 20, 2026, the Board of Directors appointed Christopher Garcia, who currently serves as the Company’s Senior Vice President, Corporate Legal, and Assistant Secretary of the Company, to succeed Mr. Rothberg in that position and as the Company’s chief legal officer, effective as of February 1, 2027. Mr.

On October 15, 2026, the Board of Directors (the “Board”) of CDW Corporation (the “Company”) increased the number of directors of the Company from nine to ten and appointed Saranga (Sam) Balaji to serve as a director on the Board, effective immediately. Mr. Balaji will serve on the Board’s Audit Committee. The Board has determined that Mr. Balaji is independent for purposes of the listing standards of the Nasdaq Global Select Market. Mr. Balaji will be entitled to a prorated portion of the annual compensation paid to the Company’s non-employee directors. A summary of the compensation the Company provides its non-employee directors is described in the Company’s definitive proxy statement filed with the Securities and Exchange Commission (“SEC”) on April 10, 2026. Furthermore, in connection with his appointment, Mr.

Chief Financial Officer Transition On October 14, 2026, the Board of Directors of Super Micro Computer, Inc. (the “Company”) appointed Mark Long as Chief Financial Officer of the Company, effective immediately, at which time David Weigand ceased serving in that role. Mr. Long, age 59, has served since 2019 as a principal of Prime Impact Capital, LLC, an early-stage investment and advisory firm. From 2020 to 2023, he also served as Co-Chief Executive Officer and Chief Financial Officer of Prime Impact Acquisition I, a publicly listed special purpose acquisition company focused on technology sector opportunities. Previously, Mr. Long served as Chief Financial Officer of Western Digital Corporation, a publicly listed data storage company, from 2016 to 2019, and as its Chief Strategy Officer from 2015 to 2019. Mr.

Appointment of Director On October 7, 2026, the Board of Directors (“Board”) of Cisco Systems, Inc. (“Cisco”) appointed Girish D. Rishi, CEO of Cognite Holding B.V., as a member of the Board effective October 9, 2026. In connection with his appointment, the Board determined that Mr. Rishi is “independent” under the applicable listing standards of The Nasdaq Stock Market LLC. It has not yet been determined on which Board committees, if any, Mr. Rishi will serve. In connection with his service as a director, Mr. Rishi will receive Cisco’s standard non-employee director cash and equity compensation. Mr. Rishi will receive a pro rata portion of the $105,000 annual cash retainer, paid quarterly in arrears, for his service through the remaining portion of the year ending at Cisco's 2026 annual meeting of stockholders.

Appointment of Talbott Roche as a Director of Gen On October 6, 2026, the Board appointed Talbott Roche to serve as a member of the Board effective immediately. In connection with her appointment, the Board determined that Ms. Roche is “independent” under the applicable listing standards of The Nasdaq Stock Market LLC. It has not yet been determined on which Board committees, if any, Ms. Roche will serve. Ms. Roche will receive a pro-rated portion of the annual cash retainer and the full annual equity retainer that is part of the standard compensation received by the Company’s non-employee directors for service on the Board, as previously disclosed in the Company’s proxy statement that was filed on July 28, 2026. In addition, Ms.

On October 8, 2026, the Board of Directors (the “Board”) of Super Micro Computer, Inc. (the “Company”) appointed Shesha Krishnapura to serve as a member of the Board, effective October 9, 2026. Mr. Krishnapura will serve as an independent director. Mr. Krishnapura most recently served as Chief Technology Officer of Intel IT at Intel Corporation and an Intel Fellow, where he held leadership roles over a 35-year career, including responsibility for technology strategy, architecture and engineering governance for global computing environments. His experience includes high-performance computing, artificial intelligence infrastructure and data center operations. Mr.

On October 3, 2026, Mr. Thomas Kim, Executive Vice President, Chief Legal Officer & Secretary of Gartner, Inc. (the “Company” or “Gartner”), notified the Company that he will be stepping down from his role effective October 16, 2026 to pursue a new senior executive opportunity. There has been no disagreement between Mr. Kim and Gartner on any matter relating to the Company’s financials, operations, policies or practices.

On October 6, 2026, William A. Jeffrey notified TE Connectivity plc (the “Company”) that he has decided to retire from the Board of Directors and will not stand for re-election at the Company’s 2027 Annual General Meeting of Shareholders to be held in March 2027. Mr. Jeffrey advised the Company that his decision to not stand for re-election did not involve any disagreement with the Company.

On October 1, 2026, Amphenol Corporation (the “Company”) notified its management team that after 43 years with the Company, Luc Walter, President of the Harsh Environment Solutions Division of the Company, would transition, effective January 1, 2027, into a new role as Senior Vice President, Strategic Programs. Ryan Fisher, who currently serves as the Group General Manager of the Company’s North American Military Group, will succeed Mr. Walter as President of the Harsh Environment Solutions Division beginning January 1, 2027.

The information set forth in the Introductory Note and in Items 2.01, 2.03 and 8.01 of this Current Report on Form 8-K is incorporated herein by reference. Resignations and Appointment of Directors In accordance with the terms of the Merger Agreement, immediately following the Effective Time, the size of the board of directors of Skyworks (the “ Skyworks Board ”) was increased to consist of eleven (11) directors: (i) Philip G. Brace, who continues to serve as the Chief Executive Officer of Skyworks, (ii) seven (7) directors designated by Skyworks (the “ Skyworks Designees ”) and (iii) three (3) directors designated by Qorvo (the “ Qorvo Designees ”), each of whom will hold office until the next annual meeting of stockholders of Skyworks. In addition to Mr. Brace, the Skyworks Designees are Christine King, Alan S. Batey, Eric J. Guerin, Suzanne E. McBride, David P. McGlade, Robert A.

(e) On September 28, 2026, Teledyne Technologies Incorporated (“Teledyne”) announced that Jason VanWees was retiring as Vice Chairman effective February 1, 2027. On September 25, 2026, Teledyne and Mr. VanWees entered into a Separation, Cooperation and General Release Agreement (the “Separation Agreement”) which becomes effective on October 3, 2026 following a seven-day revocation period. The Separation Agreement provides in part that: • Mr. VanWees will retire as Vice Chairman as planned on February 1, 2027 and thereafter will serve as strategic advisor to the Executive Chairman through May 3, 2027 (the “Separation Date”); • Additionally, through December 31, 2027, Mr.

On September 29, 2026, the Board of Directors of Roper Technologies, Inc. (the “Company”) elected Mr. Abhijit Dubey, age 52, to serve as a member of the Company’s Board of Directors, effective as of October 1, 2026. Mr. Dubey will serve a term that expires at the Company’s 2027 Annual Meeting of Stockholders. Mr. Dubey will receive compensation pursuant to the Company’s standard arrangements for directors as described in its Proxy Statement for the 2026 Annual Meeting of Shareholders filed with the Securities and Exchange Commission (the “SEC”) on April 7, 2026. On October 1, 2026, Mr. Dubey will receive an equity award with a grant date fair value of approximately $224,583, representing the pro-rata value of a full year non-employee director award of $385,000. In addition, since Mr.

(d). Election of Directors. On October 1, 2026, IBM announced that Frank Baker, Co-founder and Managing Partner of Siris Capital Group, LLC, has been elected to the IBM Board of Directors, effective October 1, 2026. Mr. Baker joined the Directors and Corporate Governance Committee. IBM’s compensatory and other arrangements for non-management directors are set forth in the company’s Proxy Statement, dated March 10, 2026. The press release is attached as Exhibit 99.1 of this Form 8-K.

(b) On September 28, 2026, Teledyne Technologies Incorporated ("Teledyne") issued a press release announcing that Jason VanWees, Vice Chairman, will be retiring from his current position at Teledyne, effective February 1, 2027, at which time he will be age 55. A copy of the Press Release is attached to this report as Exhibit 99.1 and is incorporated herein by reference.

Departure of Director; Appointment of New Director On September 14, 2026 , Emilie Choi, a Class I director of the Board of Directors (the “Board”) of Okta, Inc. (the “Company”), provided notice that she would resign from the Board, effective that day. Ms. Choi’s resignation is not the result of disagreement with the Company on any matters relating to its operations, policies or practices. The Board expresses its appreciation for Ms. Choi’s service to the Company and her invaluable contributions to the Board. Additionally, on September 17, 2026, the Board, upon the recommendation of its Compensation and Corporate Governance Committee, appointed Helen Riley as an independent director of the Company, effective September 18, 2026. The Board appointed Ms.

On September 10, 2026, following an annual review of the compensation levels of the executive officers of Sandisk Corporation (the “Company”), the Compensation and Talent Committee of the Board of Directors of the Company approved compensation adjustments for Alper Ilkbahar, the Company’s Chief Technology Officer, and Bernard Shek, the Company’s Chief Legal Officer, each effective as of October 1, 2026. The table below sets forth the adjusted annual base salary (if applicable) and adjusted annual short-term incentive (“STI”) target percentage amounts as a percentage of annual base salary (if applicable). In addition to compensation adjustments for Messrs.

On September 11, 2026, the Board of Directors (the “Board”) of Flex Ltd. (the “Company” or “Flex”) appointed each of George R. Oliver and Mark Eubanks as a member of the Board, effective September 24, 2026. Each will join the Board as an independent director. There is no arrangement or understanding between either Mr. Oliver or Mr. Eubanks and any other person pursuant to which such person was appointed as a director. Furthermore, neither Mr. Oliver nor Mr. Eubanks has any related-party transactions reportable under Item 404(a) of Regulation S-K and there are no financial, organizational, or familial affiliations between each of Messrs. Oliver and Eubanks and the Company. Pursuant to the Company’s non-management directors’ compensation programs, Messrs.

On September 2, 2026, the Board of Directors (the “Board”) of Adobe Inc. (the “Company”) appointed Anil Chakravarthy, the Company’s current President, Customer Experience Orchestration Business, as the Company’s President and Chief Executive Officer and a member of the Board, effective December 1, 2026 (the “Effective Date”). Upon the Effective Date, Shantanu Narayen, the Company’s current Chair and Chief Executive Officer, will retire as the Company’s Chief Executive Officer and assume the position of Executive Chair of the Board. Mr. Chakravarthy’s and Mr. Narayen’s biographies appear in the Company’s 2026 proxy statement filed with the SEC on February 27, 2026, and are incorporated by reference herein. The appointment of Mr. Chakravarthy and Mr. Narayen to their respective positions was not pursuant to any arrangement or understanding with respect to any other person.

On September 2, 2026, Mr. Shankar Arumugavelu notified the Board of Directors (the “Board”) of Seagate Technology Holdings, plc (the “Company”) that he has decided not to stand for re-election to the Board at the Company’s 2026 Annual General Meeting of Shareholders (the “Annual Meeting”). Mr. Arumugavelu will continue to serve as a director until the conclusion of the Annual Meeting. Mr. Arumugavelu's decision not to stand for re-election was not due to any disagreement with the Company on any matter relating to the Company’s operations, policies, or practices. The Board thanks Mr. Arumugavelu for his service and contributions as a director.

(e) On September 2, 2026, the Compensation Committee (the “Committee”) of the Board of Directors (the “Board”) of Salesforce, Inc. (the “Company”) approved the Salesforce, Inc. Executive Deferred Compensation Plan (the “Plan”), pursuant to which executive officers and other eligible employees may elect to defer a portion of their compensation. The Company's obligations under the Plan are general unsecured and unfunded obligations to pay deferred compensation in the future in accordance with the terms of the Plan. The amount of compensation deferred by each Plan participant is determined in accordance with the Plan based upon participant elections. A participant may elect to defer up to a maximum of 75% of base salary and up to 90% of any annual performance bonus.

Apple Inc. (“Apple”) previously announced its Chief Executive Officer transition plan in its Current Report on Form 8-K filed on April 20, 2026 (the “Original Form 8-K”) . This Amendment to the Original Form 8-K (the “Form 8-K/A”) is being filed to disclose John Ternus’ new compensation arrangement in connection with his appointment to the role of CEO, and Tim Cook’s new compensation arrangement in connection with his appointment to the role of Executive Chair of Apple’s Board of Directors (the “Board”), in each case effective as of September 1, 2026 (the “Transition Date”). Other than as set forth in this Form 8-K/A, all information in the Original Form 8-K remains unchanged. Mr. Ternus’ annual salary was increased to $3 million on the Transition Date. The People and Compensation Committee of the Board also granted a prorated restricted stock unit (“RSU”) award for Mr.

The information set forth in Item 8.01 of this Current Report on Form 8-K under the headings “Performance Stock Units”, “Shareholder-Aligned Award Design”, and “Shareholder-Aligned Termination Provisions” is incorporated by reference into this

On August 27, 2026, the Board of Directors (the “Board”) of Applied Materials, Inc. (“Applied” or the “Company”) elected Akash Palkhiwala to the Board and the Board’s Audit Committee, effective immediately. Mr. Palkhiwala will receive the standard compensation payable to non-employee directors of the Board, consisting of (1) an annual retainer of $100,000 (prorated based on his service during the fiscal year), (2) an additional annual retainer of $25,000 for his service on the Audit Committee (prorated based on his service during the fiscal year) and (3) an automatic grant of a number of restricted stock units equal to $250,000, divided by the market value of Applied common stock on the date of his appointment, and prorated based on the period beginning on the date of Mr. Palkhiwala’s appointment and ending on the scheduled date of the Company’s 2027 Annual Meeting of Shareholders.

3 SIGNATURES 4 Table of Contents Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers On August 24, 2026, Sohail U. Ahmed and Michael R. Cannon each notified the Board of Directors (the “Board”) of Lam Research Corporation (the “Company”) of their respective decisions to retire from the Board, effective November 2, 2026. The size of the Board will be reduced from 12 to 10 directors effective upon the retirement of Messrs. Ahmed and Cannon. The Board and the Company’s management express their sincere appreciation to Messrs. Ahmed and Cannon for their dedicated service and many significant contributions to the Company. Mr.

Effective August 26, 2026, the Board of Directors (the “Board”) of Keysight Technologies, Inc. (the “Company”), following the recommendations of the Nominating and Corporate Governance Committee, approved an increase in the size of the Board from ten (10) to eleven (11) members and appointed Scott Reese to fill the vacancy arising from the increase in the size of the Board. Mr. Reese will serve as a Class I director with a term expiring at the 2027 Annual Meeting of the Stockholders. Mr. Reese will also serve on the Audit and Finance and Nominating and Corporate Governance Committees of the Board. The Board has determined that Mr. Reese meets the independence standards adopted by the Board in compliance with the New York Stock Exchange rules and Item 407(a) of Regulation S-K of the Securities Act of 1933, as amended (the “Securities Act”). Mr.

On August 26, 2026, Micron Technology, Inc. ("Micron" or the “Company”) announced that Manish Bhatia, 54, the Company’s current Executive Vice President, Global Operations, has been appointed as President and Chief Operating Officer of the Company and that Dr. Scott DeBoer, 60, the Company’s current Executive Vice President, Chief Technology and Products Officer, has been appointed President and Chief Technology and Products Officer of the Company, effective immediately. Mr. Bhatia has led the Company’s global operations since joining Micron in 2017, overseeing manufacturing and factory construction, supply chain, procurement, quality, information technology, artificial intelligence and global government affairs. Dr.

On August 21, 2026, Qnity Electronics, Inc. (the “Company”) announced the appointment of Ken Rizvi as Senior Vice President and Chief Financial Officer of the Company, effective October 1, 2026 (the “Effective Date”). On the Effective Date, Michael Goss will cease serving as the Company’s Interim Chief Financial Officer and will serve as Vice President, Finance & Controllership and Principal Accounting Officer. Mr. Rizvi, age 51, most recently served as Senior Vice President and Chief Financial Officer at Synaptics, a fab AI-native edge and mixed signal semiconductor solutions company, a position he held since July 2024. Prior to joining Synaptics Mr. Rizvi served as Senior Vice President and Chief Financial Officer of Penguin Solutions, Inc.

On August 20, 2026, the Board of Directors (the “Board”) of Palo Alto Networks, Inc. (the “Company”), upon the recommendation of the Compensation and People Committee of the Board, approved an Executive Change in Control and Severance Policy (the “Policy”). The Policy is designed to provide certain severance benefits to selected participants in connection with the involuntary termination of the participant’s employment during a specified change in control protection period, or, in certain cases, outside of a change in control protection period.

On August 18, 2026, our stockholders approved an amendment and restatement of our 2004 Equity Incentive Plan (the "Plan") to increase the number of shares of common stock authorized for issuance thereunder by 12,000,000. Our Board of Directors had previously approved the amendment and restatement of our Plan, subject to stockholder approval. The foregoing description of the Plan is qualified in its entirety by reference to the Plan, a copy of which is filed as Exhibit 10.1 hereto and incorporated herein by reference.

Director Retirement On August 17, 2026, Mr. Joe Householder provided Advanced Micro Devices, Inc. (the “Company”) with notice of his intention to retire from the Company’s Board of Directors (the “Board”) effective as of August 19, 2026. Mr. Householder has served as a director since 2014. Mr. Householder’s retirement is not the result of any disagreement with the Company on any matter relating to the Company’s operations, policies, or practices. Upon the effective date of Mr. Householder’s retirement, Ms. KC McClure, a member of the Board, will succeed Mr. Householder as the Chair of the Audit and Finance Committee (the "Audit and Finance Committee") of the Board and Ms. Nora Denzel, the Company’s Lead Independent Director, will join the Audit and Finance Committee. In addition, Ms. McClure will be appointed to the Nominating and Corporate Governance Committee of the Board.

On August 12, 2026, Synopsys, Inc. (“ Synopsys ”) announced that Janet Lee will no longer serve as Synopsys’ General Counsel and Corporate Secretary, effective as of the earlier of (i) December 31, 2026, and (ii) the appointment of her successor. Thereafter, Ms. Lee will transition to an advisory role and will continue in that role until June 30, 2027, or such later date as determined by Synopsys, to ensure a smooth transition.