PLXS PLEXUS CORP

NEUTRAL Impact: 3/10 Insider Cluster (3 insiders)
Horizon weeks Filed Jun 8, 2026 Processed 1d 8h ago
Insider cluster: 3 insiders, $0.6M total

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Executive Summary

Three PLXS insiders, including the CEO, sold a total of $564K in open-market sales over a 5-day window ending June 5, 2026. The sales coincide with the company entering into a new $7.3B credit agreement on June 5, raising the possibility that insiders were executing pre-planned trades before or after a material corporate event. The dollar amount is modest relative to the $7.3B market cap (~0.008%), making the cluster economically trivial despite the CEO's participation.

Key Financial Metrics

Direction
selling
Total Value
$564.0K
Insiders
3

Actionable Insight

The insider sales are too small to signal a bearish view. The credit agreement is a standard refinancing. Monitor the next 10-Q for any change in leverage or cash flow guidance that could explain the CEO's sale timing.

Key Facts

  • CEO Todd P. Kelsey sold 1,000 shares for $290,000 on June 3, 2026.
  • Regional President Michael J. Running sold 510 shares for $138,804 on June 5, 2026.
  • Director Karen Marie Rapp sold 500 shares for $135,000 on June 1, 2026.
  • Total insider sales of $564K represent ~0.008% of PLXS's $7.3B market cap.
  • On June 5, 2026, PLXS entered into a Second Amended and Restated Credit Agreement with JPMorgan and other lenders.
  • The credit agreement refinances the prior 2022 facility and includes financial covenants, increased commitments, and an accordion feature.

Financial Impact

Insider sales of $564K are immaterial relative to $7.3B market cap. The new credit agreement is a routine refinancing with no disclosed change in borrowing capacity or terms that would materially alter the company's financial profile.

dilutiondebt

Risk Factors

  • CEO selling near a credit agreement signing could be perceived negatively by the market, though the dollar amount is trivial.
  • The new credit agreement may contain tighter covenants or higher borrowing costs not disclosed in the filing excerpt.

Market Snapshot

Exchange
Nasdaq
Sector
Printed Circuit Boards
Analyst Consensus
67% bullish (12 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-PLXS-1780952406163
6 reports for PLXS
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for PLXS — sortable, filterable
Type Now
Jun 8, 2026
1d ago
Insider Cluster
NEUTRAL ★ 3/10
$282.30 awaiting T+5awaiting T+5$282.29 (−0.00%)
Jun 1, 2026
8d ago
Press Release
NEUTRAL ★ 2/10
$271.40 $273.01▲ +0.59%▲ +3.34%$282.29 (+4.01%)
May 6, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$265.04 $261.91▼ −1.18%▼ −2.35%$282.29 (+6.51%)
Apr 29, 2026
5w ago
8-K
BULLISH ★ 8/10
$250.58 $265.04▲ +5.77%▲ +4.04%$282.29 (+12.65%)
Apr 15, 2026
7w ago
Press Release
NEUTRAL ★ 3/10
$222.88 $249.87▲ +12.11%▲ +11.13%$282.29 (+26.66%)
Feb 25, 2026
15w ago
Insider Cluster
NEUTRAL ★ 3/10
$204.09 $197.97▼ −3.00%▼ −1.90%$282.29 (+38.32%)
Showing 6 of 6

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