SANM SANMINA CORP Insider Trading

CFO Jonathan P Faust sells 10,076 shares for $2,678,150.42 via pre-arranged 10b5-1 plan at SANM

Jonathan P Faust, EVP & CFO of SANMINA CORP, executed two separate sales totaling 10,076 shares for $2,678,150.42 on 2026-05-29, executed at blended average price $265.80 against a current price of $264.88. The transaction was executed under a pre-arranged 10b5-1 trading plan, meaning it was scheduled rather than discretionary. His holdings decreased 11.6% from 87,076 to 77,000 shares post-transaction. SANM stock has risen 18.6% over the past 30 days and 92.0% over 90 days, trading near its 52-week high of $270.49. In his prior open-market sale activity, Faust's cross-ticker track record showed an average 90-day return of +54.7%, and his single prior sale at SANM on 2026-02-24 likewise recorded a +54.7% 90-day return—indicating his prior sells have preceded stock appreciation rather than depreciation.

EVP Global HR Alan McWilliams Reid sold 5,000 SANM shares at $254.39 under 10b5-1 plan; retains 24,481 shares.

Alan McWilliams Reid, EVP of Global Human Resources at Sanmina, sold 5,000 shares (5.0K shares) for $1,271,950.00 on 2026-05-26 as part of a pre-arranged 10b5-1 trading plan, reducing his holdings from 29,481 to 24,481 shares. The sale occurs while the stock is within 2.1% of its 52-week high of $270.49, having appreciated 92.0% over the prior 90 days and 18.6% over the trailing 30 days. Given the transaction is scheduled under a 10b5-1 plan rather than discretionary, the timing reflects a predetermined execution date established in advance, not a response to current valuation or market conditions. The executive retains substantial holdings (24,481 shares post-transaction), signaling continued equity ownership in the company during a period of strong share-price appreciation.

SANM Chairman & CEO Jure Sola sells ~118K shares for $27M near all-time highs; mixed timing on prior exits.

Jure Sola, SANM's Chairman and CEO, sold a significant position during a period of strong stock momentum, exiting roughly 8.8% of his holdings at prices near the company's recent highs. The sale is material in absolute dollar terms and represents a substantial reduction in his direct ownership stake. His prior three exits at this company show conflicting timing signals: all three were well-timed in the near term as the stock declined in the month following each sale, but poorly timed over longer horizons as shares recovered and gained significantly afterward. This pattern suggests that short-term momentum often reverses after his previous sales, though long-term holding periods have punished those exits. SANM remains a growing, profitable company with solid fundamentals, and the stock is trading just slightly below its recent peak, which is atypical for insider sales—most happen during pullbacks rather than strength. The timing and size of this exit merit attention, though the interior consistency of his prior outcomes is mixed and should be weighed against the broader price context at the time of this transaction.

Director Joseph Licata sells $5.6M in SANM shares near 52-week highs amid rapid price recovery

Joseph Licata, a director at Sanmina, divested over $5.6 million in shares across two transactions on the same day, liquidating roughly 30% of one holding and 26.5% of another. The timing is notable: the stock is trading at its 52-week high after a dramatic recovery, having surged substantially over recent months, which typically signals that insiders view current valuations as rich. While the company is profitable with solid revenue growth, the stock is trading at a stretched valuation multiple, suggesting the market is pricing in significant optimism. Licata's decision to sell into this strength—rather than accumulate—hints at concern about near-term downside or simply a rational rebalancing decision at inflated prices. This doesn't constitute a red flag on the company's fundamentals, but it does reflect skepticism from someone with direct board-level visibility into operations and strategy at current price levels.

SANM CFO Faust sells 10,075 shares at $159.30 for $1.6M; retains 87.1K shares (89.6% of pre-sale holdings)

Jonathan P Faust, EVP & CFO, sold 10,075 shares at $159.30 on 2026-02-24, generating $1,604,947.50 and reducing his holdings by 10.4% to 87,076 shares. The sale occurred at a price 1.3% below the current market price of $161.32 and 12.7% below the 52-week high of $182.54, with the stock down 11.6% over the past 30 days. The CFO maintains a substantial ownership stake worth approximately $14.0M at current prices, indicating continued material financial exposure to the company's performance. With SANM trading at a P/E of 38.23 against 7.4% annual revenue growth and $3.2B in quarterly revenue, the significance of this single-lot sale is moderate—neither trivial nor indicating a major directional shift in senior management conviction.

EVP Mason Charlie sells 13,150 SANM shares ($1.9M) at $147.21; holdings drop 33.0% to 26,666 shares

Mason Charlie, EVP & Global Sales, sold 13,150 shares of SANMINA CORP for $1,935,811.50 on 2026-02-05, reducing his holdings by 33.0% to 26,666 shares. The sale price of $147.21 sits 17.9% below the 52-week high of $182.54 and follows a 12.0% decline over the prior 90 days. His cross-ticker track record shows 1 prior sell with a 90-day well-timed rate of 100.00%, and his same-ticker history at SANM includes a prior sale on 2025-01-31 that showed -6.4% 90-day return, consistent with well-timed exit behavior. The company's fundamentals remain solid with $3.2B annual revenue and 7.4% revenue growth, but a P/E of 35.50 suggests elevated valuation relative to earnings. The size and percentage of the stake reduction—coupled with timing that aligns with recent downward price movement—merit monitoring for patterns in execution or conviction shifts.

Director Michael J Loparco buys 700 SANM shares at $142.46; holdings rise to 3,196 shares (+28.0%)

Director Michael J Loparco purchased 700 shares of Sanmina at $142.46 on 2026-01-30, increasing his stake by 28.0% from 2,496 to 3,196 shares. The transaction occurred near the company's 52-week high of $182.54 and represents a deliberate expansion of his equity position in the business. Sanmina's fundamentals show positive momentum with annual revenue growth of +7.4% and a market cap of $8.4B, though the current P/E of 36.65 reflects a relatively premium valuation. The director's open-market purchase signals continued personal commitment to the enterprise at an established price point.

EVP Charlie Mason sold 12,717 shares of SANM at $83.91; holds 31,500 shares post-sale (-28.8% reduction)

Charlie Mason, EVP & Global Sales, sold 12,717 shares on 2025-01-31 at $83.91 per share, reducing his holdings from 44,217 to 31,500 shares—a 28.8% reduction in his position. The sale occurred near the 52-week high of $87.38, and SANM stock has appreciated 14.5% over the prior 30 days and 4.2% over 90 days, suggesting recent upward momentum in the stock price. Against this backdrop of strong near-term price appreciation and a reduction of roughly one-third of his holdings, the sale warrants attention given the executive's direct responsibility for global sales operations. The context of negative annual revenue growth (-15.3% year-over-year) and a P/E of 20.61 adds complexity to interpreting the sale's signal—whether it reflects confidence in recent price gains, portfolio rebalancing, or other factors cannot be determined from the transaction alone.

SANM CEO Sola Jure sold 154,078 shares across 3 transactions (Aug 9–13) for $10,688,590.75 at blended $69.37

Sola Jure executed three separate open-market sales totaling 154,078 shares (154.1K shares) for $10,688,590.75 over four trading days, reducing his holdings from 1,352,672 shares to 1,198,594 shares (an 11.4% reduction). The sales occurred at prices between $69.00–$69.67, near the 52-week high of $75.33 (currently 8.4% below that peak). The company's fundamentals remain solid with annual revenue growth of 12.8%, a P/E of 16.91, and recent quarterly net income of $51,602,000.00. Notably, across his cross-ticker track record, Jure's prior sells showed a 100.00% well-timed rate at the 90-day mark (avg 90d return -10.2%), and his single prior sale at SANM on 2023-08-18 also proved well-timed on that horizon. This sale's execution near the recent high, combined with demonstrated timing acuity in his historical record, merits investor attention to near-term price momentum.