Mason Charlie

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.

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.