Insider selling is routine profit-taking after a strong earnings report and 19% YoY revenue growth. The dollar amount is negligible relative to market cap. No bearish signal — monitor for any acceleration in selling volume or C-suite departures beyond the already-announced CFO retirement.
Price Chart
Executive Summary
Three Plexus insiders sold a total of $1.48M in open-market sales over the past week, including the EVP/Chief Legal Officer and the APAC Regional President. The sales follow a strong Q2 earnings beat and raised guidance, suggesting profit-taking at elevated stock levels rather than distress. At 0.02% of market cap, the dollar value is trivial and does not signal material insider concern.
Key Financial Metrics
Key Facts
- Three insiders sold $1.48M in open-market sales over 7 days (May 4–11, 2026)
- EVP/Chief Legal Officer Angelo Ninivaggi sold 2,778 shares total ($732K)
- APAC Regional President Victor Tan sold 3,000 shares ($814K)
- CEO Todd Kelsey sold 1,000 shares ($271K)
- Total sales represent ~0.02% of Plexus's $7.1B market cap
- Sales follow April 29 Q2 FY2026 earnings beat: record revenue $1.164B (+19% YoY), GAAP EPS $1.82, non-GAAP EPS $2.05
Financial Impact
$1.48M in insider sales, 0.02% of market cap — immaterial
Risk Factors
- Insider selling could accelerate if stock continues to rally
- CFO transition (Patrick Jermain retiring) introduces execution risk
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-PLXS-1778703174620 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 24, 2026 5w ago | 8-K | $240.94 $263.90 | ▲ +9.53% | ▲ +8.55% | $274.46 (+13.91%) |
Jul 29, 2026 9w ago | Press Release | $241.99 $245.43 | ▲ +1.42% | ▼ −2.54% | $274.46 (+13.42%) |
Jul 15, 2026 11w ago | Press Release | $248.80 $264.04 | ▼ −6.13% | ▼ −2.51% | $274.46 (−10.32%) |
Jun 18, 2026 15w ago | Institutional Cluster | $299.97 $248.80 | ▼ −17.06% | ▼ −17.59% | $274.46 (−8.50%) |
Jun 8, 2026 16w ago | Insider Cluster | $281.48 $255.94 | ▼ −9.07% | ▼ −10.52% | $274.46 (−2.49%) |
Jun 1, 2026 17w ago | Press Release | $271.40 $300.67 | ▲ +10.78% | ▲ +12.08% | $274.46 (+1.13%) |
May 6, 2026 21w ago | Insider Cluster | $265.04 $287.55 | ▲ +8.49% | ▲ +5.71% | $274.46 (+3.56%) |
Apr 29, 2026 22w ago | 8-K | $250.58 $267.89 | ▲ +6.91% | ▲ +1.94% | $274.46 (+9.53%) |
Apr 15, 2026 24w ago | Press Release | $222.88 $261.91 | ▲ +17.51% | ▲ +11.70% | $274.46 (+23.14%) |
Feb 25, 2026 31w ago | Insider Cluster | $204.09 $217.26 | ▲ +6.45% | ▲ +11.69% | $274.46 (+34.48%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access