Kelsey Todd P.

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.

PLXS CEO Kelsey Todd P. sells 5,231 shares for $1,024,111.56 at blended avg $195.78, retaining 83,291 shares post-sale.

Kelsey Todd P. conducted 3 separate sales on 2026-02-18, totaling 5,231 shares for $1,024,111.56, reducing his holdings by -5.9%. The blended average sale price of $195.78 is 0.4% below the current price of $196.57, indicating execution near current market levels. In his cross-ticker track record (20 prior sells across all holdings), the insider's 90-day return averaged +6.4% and he achieved well-timed exits on 56.25% of those sells—suggesting a mixed pattern of timing success. However, at PLXS specifically, his single measurable prior sale (2025-11-05) resulted in a +40.4% 90-day return, indicating the stock rose significantly after that exit. The current stock price is +11.8% over the past 30 days and +42.0% over 90 days, reflected in the 30.76 P/E and proximity to the 52-week high of $208.36. With annual revenue growth of -1.1% and net income at $41.2M against quarterly revenue of $1,069,852.00, the company shows mixed operational momentum. The pattern of recent activity—including 4 additional sells on 2026-02-03, also on this Form 4—warrants attention to whether systematic liquidation is underway.

PLXS President & CEO Kelsey Todd P. sells 8,120 shares for $1,669,879.95 at $205.65 avg, retaining 78,598 shares

Kelsey Todd P. executed 4 separate sales totaling 8,120 shares for $1,669,879.95 on 2026-02-03 at a blended average price of $205.65, reducing holdings by 9.4% to 78,598 shares. The sale occurred as PLXS trades at $203.78, just 0.6% below its 52-week high of $204.96, amid strong recent momentum: the stock has gained 33.9% over 30 days and 40.1% over 90 days. At the same-ticker level, Todd P.'s most recent prior sells (November 2025) were well-timed: the subsequent 90-day periods showed gains of 40.4% and 42.8%, indicating the stock continued rising after those sales. However, his cross-ticker track record shows average 90-day returns of +10.0% after sells (an average well-timed rate of 45%, meaning his sells historically have not captured downturns effectively), and his earlier sales at PLXS in February 2025 were poorly timed, with 90-day declines of -7.4% and -5.6% following those transactions. This sale at a price near the 52-week peak, concurrent with elevated stock momentum, merits observation for subsequent price action and alignment with forward earnings visibility.

PLXS CEO Todd sells 5,500 shares for $785,880.00 in 3 sales; all 5 prior PLXS sales well-timed at 90-day mark

Kelsey Todd P., President & CEO of PLEXUS CORP, executed 3 separate sales totaling 5,500 shares for $785,880.00 between November 3–5, 2025, at prices ranging from $139.12 to $145.10 (blended average $142.89). This reduces his holdings from 64,214 to 58,714 shares (-8.6%). The timing is notable: his prior 5 sales at PLXS were uniformly well-timed, with all 5 posts showing negative 90-day returns after the sale dates (ranging from -12.7% to -8.4%), indicating he has consistently sold before subsequent declines at this ticker. The stock currently trades at $145.48, near the top of its 52-week range ($110.95–$170.49), with annual revenue down 5.6% year-over-year and a P/E of 24.13. His cross-ticker sell track record shows a 45.00% well-timed rate (20 prior sells, avg 90d return +6.2%), but his PLXS-specific record—5 of 5 well-timed—demonstrates stronger timing precision at this company.

PLXS CEO Kelsey Todd sold 5,451 shares across two days for $765,575.37; stock down 18.0% in 30 days

Kelsey Todd P., President & CEO of Plexus Corp, executed two separate sales totaling 5,451 shares (5.5K shares) for $765,575.37 ($765.6K) on 2025-02-19 and 2025-02-20 at blended average price $140.45. This reduced his holdings by 6.1% to 84,214 shares (84.2K shares). The timing occurs within a difficult price environment: PLXS stock is down 18.0% over the prior 30 days and down 18.1% from its 52-week high of $170.49, currently trading at $139.66. Notably, the CEO executed four prior sells at this same ticker within the immediately preceding two weeks (on 2025-02-03, 2025-02-04, and twice on 2025-02-05), all outcomes not yet measurable. His cross-ticker track record shows 20 prior sells with a 90-day well-timed rate of 18.75%, but his same-ticker history is limited and recent; the one measurable prior sale at PLXS (2024-11-19) returned 3.6% over 30 days and -9.8% over 90 days, meaning the stock fell post-sale. The pattern of repeated sales in narrow succession during a sharp recent decline merits attention from investors evaluating executive positioning and conviction.

PLXS CEO Kelsey Todd P. sold 7,837 shares for $1,102,304.52 across 4 trades (Feb 3–5); holds 80,595 shares post-sale; stock down 16.5% from 52-week high.

Kelsey Todd P., President & CEO of Plexus Corp, executed 4 separate sales totaling 7,837 shares for $1,102,304.52 at blended average price $140.65 between February 3–5, 2025, reducing holdings by 8.9% to 80,595 shares. The sales occurred as the stock trades at $142.39, down 16.5% from its 52-week high and down 9.7% over the past 30 days, following a -5.6% annual revenue decline and a P/E of 32.14. Among his prior 5 PLXS trades, 2 of the 4 measurable sells at the 90-day mark were associated with subsequent price declines, while his cross-ticker history shows an 11.76% well-timed sell rate across 18 prior sales—a modest accuracy rate that does not strongly predict outcome for this filing. The timing and volume in a weak price environment warrant attention to whether additional signaling emerges.

CEO Kelsey Todd P. sells 8,158 shares of PLXS at $154.26 for $1,258,453.08; 2nd sale in 14 days.

Kelsey Todd P., President & CEO of Plexus Corp, sold 8,158 shares at $154.26 on 2024-11-19, reducing holdings from 85,429 to 77,271 shares (a 9.5% reduction). This is the second open-market sale in 14 days—the insider also sold on 2024-11-06 and 2024-11-04. The stock has appreciated +18.4% over the prior 30 days and +24.7% over 90 days, and is trading at $159.63, only 4.3% below the 52-week high of $166.77. Notably, his cross-ticker track record shows 17 prior sells with a 0.00% well-timed rate (none preceded declines), and at PLXS specifically, 0 of 3 measurable prior sales were well-timed; post-sale returns averaged +14.9% over 90 days. The company reports revenue of $991.0M with annual growth of -5.6% and a P/E of 51.83, indicating elevated valuation in a context of declining sales and elevated stock momentum. The clustering of three sales within two weeks during a period of strong price appreciation and near 52-week highs warrants deeper scrutiny into whether operational or cash-flow pressures are driving the activity.

CEO Kelsey Todd P. sold 8,000 shares in 2 transactions for $1,253,233.20 blended avg $156.65; stock now at $166.77

Kelsey Todd P., President & CEO, executed two separate sales totaling 8,000 shares (8.0K shares) for $1,253,233.20 on 2024-11-04 and 2024-11-06 at prices of $148.48 and $164.83 respectively, reducing holdings from 85,026 to 77,026 shares (-9.4% vs pre-transaction holdings). The current price of $166.77 is at the 52-week high with the stock up 23.5% over 30 days and 40.1% over 90 days, reflecting strong recent momentum. His prior 5 trades at PLXS show a 0% well-timed rate at the 90-day mark, and his cross-ticker track record of 15 prior sells reflects a 0.00% well-timed rate, indicating that subsequent price movements have not favored the timing of his sales historically. This sale occurs within a context of strong share price appreciation and elevated valuation (P/E 40.98), though continued revenue growth at +10.0% annually provides fundamental support.

PLXS CEO Kelsey Todd P. sold 5,000 shares for $640,800.00 (blended avg $128.16) on 2024-07-31 to 2024-08-01

Kelsey Todd P., President & CEO of Plexus Corp, executed 2 separate sales totaling 5,000 shares for $640,800.00 over two consecutive days, reducing holdings by 5.2% to 91.7K shares. The blended average sale price of $128.16 occurred near the 52-week high of $129.85, suggesting execution in a strong price environment. However, Todd's prior 5 trades at PLXS show 0 of 3 measurable sales were well-timed at the 90-day mark (prior sells were followed by positive returns of +6.9%, +10.0%, and +7.5%), and his cross-ticker track record shows a 0.00% well-timed sell rate across 13 prior dispositions. The current stock price of $117.71 is 9.4% below the 52-week high, leaving the timing outcome of this July–August filing unresolved as it is a recent transaction.