The insider sales are small and accompanied by equity grants and tax withholding, typical of post-vesting portfolio rebalancing. No material negative signal. Monitor next earnings for any fundamental deterioration.
Price Chart
Executive Summary
A cluster of insider sales at TD SYNNEX, primarily by the Chair of Hyve Solutions (Dennis Polk) and the President of North America (Reyna Thompson), totals approximately $124K in open-market sales. The sales are modest relative to the company's market cap and are accompanied by large non-cash grants and tax-withholding transactions, suggesting routine portfolio management rather than a negative signal.
Key Financial Metrics
Key Facts
- Dennis Polk (Chair, Hyve Solutions) sold 300 shares at $249.55 for ~$75K on 2026-10-15.
- Reyna Thompson (President, North America) sold 200 shares at $244.67 for ~$49K on 2026-10-20.
- Total open-market sales in the cluster are ~$124K, well under 0.1% of market cap.
- Multiple insiders also received equity grants and surrendered shares for tax withholding on 2026-10-15, indicating a routine vesting event.
- No 10b5-1 plan indication is provided, but the pattern (grants + tax withholding + small sales) is consistent with post-vesting liquidity.
Financial Impact
Total open-market sales of ~$124K, representing a negligible fraction of market cap.
Risk Factors
- Insider sales could increase if the stock continues to trade near recent highs.
- No direct read-through to business performance from these small sales.
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-SNX-1792614187790 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | SC 13G/A | $254.24 | awaiting T+5 | — | $250.48 (−1.48%) |
Oct 22, 2026 5d ago | 144 | $247.34 | awaiting T+5 | — | $250.48 (+1.27%) |
Oct 22, 2026 6d ago | Insider Cluster | $247.34 | awaiting T+5 | — | $250.48 (+1.27%) |
Oct 21, 2026 6d ago | Insider Cluster | $247.08 | awaiting T+5 | — | $250.48 (+1.38%) |
Oct 21, 2026 6d ago | Institutional Cluster | $247.08 | awaiting T+5 | — | $250.48 (+1.38%) |
Sep 24, 2026 4w ago | 8-K | $259.47 $271.76 | ▲ +4.74% | ▲ +5.15% | $250.48 (−3.46%) |
Aug 6, 2026 11w ago | Insider Cluster | $252.42 $258.74 | ▲ +2.50% | ▲ +2.11% | $250.48 (−0.77%) |
Jul 7, 2026 16w ago | Insider Cluster | $245.42 $250.08 | ▲ +1.90% | ▲ +0.64% | $250.48 (+2.06%) |
Jul 7, 2026 16w ago | Court Ruling | $245.42 $250.08 | ▲ +1.90% | ▲ +0.64% | $250.48 (+2.06%) |
Jun 29, 2026 17w ago | 8-K | $270.05 $238.92 | ▼ −11.53% | ▼ −12.91% | $250.48 (−7.25%) |
US Market Status
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