PLXS PLEXUS CORP Insider Trading

Regional President of APAC sells 3,000 shares (22% of holdings) at $271.23 per share, marking third open-market sale in 36 months.

Victor Tan, Regional President for APAC, sold approximately one-fifth of his shareholding in this transaction, marking his third open-market sale at Plexus in the past 36 months and his 12th open-market sale across all holdings during that period. The stock is currently trading modestly below its 52-week high after a substantial rally, having gained significantly over the prior quarter. Notably, his prior two sales at this company were well-timed exits over a 30-day horizon as the stock subsequently declined, though both sales ultimately proved poorly timed on a 90-day view as shares recovered. Plexus remains profitable with solid revenue, though the latest quarter showed year-over-year revenue contraction and shares trade at a relatively elevated valuation multiple, suggesting the company faces near-term headwinds despite its profitability. This sale adds to a pattern of regular dispositions by this insider rather than any fresh accumulation.

EVP Angelo Ninivaggi Jr. sold 5,568 shares ($1.47M) across six transactions while PLXS trades near 52-week highs and remains profitable with growing revenue.

Angelo Ninivaggi Jr., Executive Vice President and Chief Legal Officer, executed six separate sales over two trading days totaling approximately $1.47 million in aggregate proceeds. The sales occurred while the stock was trading near its 52-week high and has surged significantly over the past quarter, placing Ninivaggi's dispositions near a peak valuation point. Plexus remains a profitable, revenue-growing business with a substantial market capitalization, so this sale does not signal financial distress at the company level. However, Ninivaggi has now completed 21 open-market sales over the past 36 months with zero open-market purchases during that span, establishing a clear pattern of consistent net reduction in his holdings—this is his 16th through 21st sale in that window. The combination of the sale size, senior officer rank, sustained selling pattern, and timing near 52-week highs warrants observation, though the lack of other insider activity in a recent cluster and the company's solid fundamentals prevent this from rising to an urgent alert.

PLXS CEO sells ~6,400 shares across three days totaling $1.71M near 52-week highs.

Kelsey Todd P., PLXS's President and CEO, executed a series of sales totaling approximately $1.71 million in company shares across a three-day window, liquidating modest single-digit percentages of holdings. The sales occurred with the stock trading right at its 52-week peak after a sustained rally, presenting a striking contrast to Todd's historical pattern: across 20 prior trades, she has never purchased a single share—only sold. Her previous sales in this same stock show mixed timing: while some saw the stock appreciate meaningfully in the months following, suggesting she may have exited too early, her track record overall lacks the consistent conviction that would come from well-timed exits. A profitable company with solid revenue growth does not automatically justify selling at historical highs, and the CEO's willingness to trim positions right at the peak warrants monitoring for potential near-term pullback risk.