POLK DENNIS

POLK DENNIS sells 20,000 SNX shares (37.0% of holdings) for $2,999,638.80 in 3 transactions at avg $149.98

Dennis executed three separate sales totaling 20,000 shares for $2,999,638.80 on 2026-01-12, reducing his stake from 54,099 to 34,099 shares (a -37.0% reduction of pre-transaction holdings). The blended average sale price of $149.98 sits 3.9% below the current price of $156.01 and near the lower end of the 52-week range ($95.81–$166.01). His same-ticker sales history at SNX shows mixed timing: 3 of 5 prior sells were well-timed at the 90-day mark (negative post-sale returns), while 2 were poorly timed (positive post-sale returns of +7.1% and +7.6%). This substantial disposition of over one-third of his position warrants monitoring of the company fundamentals, particularly given SNX's modest annual revenue growth of +1.6%, P/E of 16.42, and quarterly net income of $226,795,000.00 on revenue of $15,650,924,000.00.

Polk Dennis sells 17,500 shares at $156.50 avg for $2.7M; retains 31.1K shares at SNX

Polk Dennis executed 3 separate sales totaling 17,500 shares for $2,738,783.60 on 2025-10-09 at prices ranging from $155.68 to $157.01, reducing his SNX holdings by 36.0% from 48,617 to 31,117 shares. The sale prices represent a blended average of $156.50, which is modestly above the current price of $151.64 but below the 52-week high of $166.01. His prior sales at SNX (5 trades) showed mixed 90-day outcomes: 3 trades executed in June 2025 posted positive 90-day returns of +16.4%, +16.9%, and +17.8%, while 2 trades in January 2025 showed negative 90-day returns of -23.4% and -24.1%, with a 40% well-timed rate at this ticker. The company's 52-week price has declined 8.7% from its high, and fundamentals show a P/E of 15.96 with modest annual revenue growth of 1.6%. This large concentrated reduction warrants observation of subsequent price action and filing intent disclosures.

Polk Dennis sells 14,250 shares at blended $136.35 for $1.9M, cutting SNX stake by 28.8%

On 2025-06-27, Polk Dennis executed 3 separate sales totaling 14,250 shares at prices ranging from $135.51 to $137.17, for a combined $1,943,042.59, reducing his SNX holdings from 49,545 to 35,295 shares. At the time of sale, SNX was trading near the top of its 52-week range ($135.70 vs $144.69 high), and the stock has gained +11.8% in the preceding 30 days and +30.7% over 90 days. Among Dennis's 5 prior SNX sales, 3 of the 5 were followed by 90-day declines, suggesting a pattern of selling ahead of downturns at this specific ticker. Investors should monitor whether this large single-day liquidation—representing a 28.8% reduction in Dennis's SNX position—reflects a broader shift in insider positioning or market conditions surrounding the company.

Dennis (Hyve exec at SNX) sold 22,000 shares for $3.0M at $136.67 avg on 2025-01-16; holds 39.9K post-transaction.

Dennis executed three separate sales totaling 22,000 shares for $3,006,646.21 at an average price of $136.67, reducing his SNX holdings by 35.5% to 39.9K shares. The sale occurred near the stock's 52-week high of $140.77, with the current price at $140.77 (+0.0% from 52-week high). Across his same-ticker history at SNX (5 prior trades), only 1 of 5 sells were well-timed at the 90-day mark, indicating inconsistent predictive accuracy with this position. The company reported $14.7B in quarterly revenue and $178.6M net income, though annual revenue growth is negative at -7.7% year-over-year, which may provide context for insider disposition toward the holding.

Dennis Polk sells 15,689 shares at blended $116.93 for $1.8M at SNX; maintains 132.3K shares post-sale.

Dennis Polk executed 2 separate sales totaling 15,689 shares for $1,834,546.64 on 2024-10-02, reducing his SNX holdings by 10.6% to 132.3K shares. At the blended average price of $116.93, the transaction is priced near the current level ($117.31) and within the stock's recent range; the company trades at a P/E of 14.65 with $14.7B in revenue but faces -7.7% annual revenue decline. His prior 5 sales at SNX show mixed timing results: 2 of 5 achieved negative 90-day returns (well-timed sells before declines), while the other 3 saw positive post-sale returns. This cross-ticker track record of a 25% well-timed rate on 8 prior sells offers limited predictive weight for a single ticker context where the pattern is 2-of-5.

Dennis Polk sells 20,000 SNX shares for $2.3M at $115.66 average; retains 134.7K shares after 12.9% reduction.

Polk executed 2 separate sales on 2024-06-27 for a combined $2,313,101.32 at a blended average price of $115.66, reducing his holdings from 154.7K to 134.7K shares. The current price of $115.40 is -13.1% from the 52-week high and down -10.5% over 30 days, suggesting he sold near recent resistance levels. His cross-ticker track record shows 6 prior sells with a 90-day well-timed rate of 0.00%, indicating his timing on sales has not been predictive historically. At this same ticker SNX, his 3 prior trades show mixed outcomes: two April 2024 sales posted positive 30-day returns of +2.6% and +2.3%, while a January 2024 sale produced a -2.4% 30-day return and +9.2% 90-day return—a pattern that does not support clear predictive timing. The sale size of 20,000 shares represents a material reduction but Polk retains substantial SNX holdings of 134.7K shares, indicating continued exposure to the company.