Yap May Yee

Yap May Yee (SVP CIO) sold 1,634 shares of JBL at $306.74; stock at 52-week high; mixed 90d timing pattern (40% well-timed on prior JBL sales).

Yap May Yee, SVP and Chief Information Officer, sold 1,634 shares at $306.74, reducing holdings by 6.4% to 23,787 shares. The sale occurred at the 52-week high ($330.28 current price is +0.0% from that peak), and the stock has rallied 30.2% over 30 days and 33.8% over 90 days. Examining his prior execution at JBL: of 5 preceding sales at this ticker, only 2 demonstrated negative 90-day returns (well-timed sells); the other 3 were followed by gains, including +8.4%, +3.6%, and +7.5% respectively. His cross-ticker track record shows 6 prior sells with a 50.00% well-timed rate and average 90d return of -4.1%, but same-ticker history at JBL is less favorable (2 of 5 sales well-timed, 90-day average shows mixed outcomes). The current sale near all-time highs in a hot market deserves monitoring against the insider's actual historical execution rate at this company.

Yap May Yee (SVP, CIO) sold 8,858 shares of JBL at $225.03 on 2025-10-31 for $1,993,315.74, reducing holdings by -25.8%

Yap reduced her JBL position by 8,858 shares at $225.03, a sale near the 52-week high of $234.45 and approximately 2.3% above the current price of $220.31. Her cross-ticker track record shows 5 prior sells with a 90-day well-timed rate of 60.00%, suggesting modest predictive value, though her same-ticker history at JBL is mixed: 3 of 5 prior sales showed positive 90-day returns (poorly timed, as the stock rose after), while 2 showed negative returns (well-timed). With JBL trading at a P/E of 36.72 against $7.8B in quarterly revenue and modest 3.2% annual growth, the sale occurs in a context of elevated valuation, yet the timing pattern at this specific ticker does not clearly support a signal about near-term weakness. The transaction is a material reduction in her stake but lacks a decisive directional indicator given the divergent outcomes of her prior trades.

Yap May Yee (SVP, CIO) sold 6,787 shares of JBL at $206.00; stock now at $206.20 near 52-week high, +24.8% in 30 days.

Yap May Yee sold 6,787 shares (-21.0% of pre-transaction holdings) at $206.00 on 2025-06-18, with the stock currently trading at $206.20, essentially at its 52-week high of $206.20. The timing of this sale coincides with a sharp 30-day appreciation of +24.8%, positioning the executive to have sold into strength. Yap's prior sell history at JBL shows 3 of 4 prior sales were well-timed at the 90-day mark (with negative 90-day returns following those sales), suggesting a pattern of selling ahead of or near peaks. Contextually, JBL's annual revenue growth stands at -16.8% and the P/E ratio is 45.72, indicating the stock is trading at elevated multiples while the business contracts year-over-year. The combination of the insider's consistent prior execution near relative peaks, the stock's current proximity to its 52-week high, and deteriorating underlying growth metrics warrants attention to whether this sale signals recognition of limited upside.

JBL CIO Yap May Yee sold 3,335 shares at $150.45 on 2025-01-03 (post-transaction: 32.3K shares).

Yap sold 3.3K shares for $501.8K on 2025-01-03, reducing her holdings by 9.4% to 32.3K shares. The sale occurred near the 52-week high ($152.73 current price is -1.2% from the $154.53 high), with the stock up 12.6% over the prior 30 days and 23.2% over 90 days. At the same ticker (JBL), her prior three sales show a 66.67% well-timed rate at the 90-day mark, with 2 of 3 prior sells followed by declines; her most recent JBL sale on 2024-07-16 was poorly timed (30d -8.5%, 90d +7.5%). The company's fundamentals show a -16.8% annual revenue decline and a compressed P/E of 8.73, suggesting valuation support even if recent momentum cools. This sale represents a modest reduction in a modestly-sized position.

JBL CIO Yap May Yee sold 4,274 shares at $117.04; stock now $112.22, -27.4% from 52-week high

Yap May Yee, SVP and Chief Information Officer, sold 4,274 shares (14.7% of pre-transaction holdings) on 2024-07-16 at $117.04, reducing her stake from 29,103 to 24,829 shares. The stock has since declined to $112.22, down 11.1% over 30 days and 27.4% from its 52-week high of $154.53. Notably, her prior trades at JBL show a consistent pattern: a sell on 2024-04-08 preceded a 90-day decline of -22.3%, and a sell on 2023-10-09 preceded a 90-day decline of -4.0%. This transaction extends a documented sequence of well-timed sales at this ticker, with 2 of 2 prior JBL sells occurring before subsequent price declines. While the company maintains modest fundamentals (P/E of 9.06, $6.8B annual revenue), the repetition of sell-before-decline patterns at the ticker level warrants investor attention to whether the CIO possesses material forward information.