SANM SANMINA CORP

NEUTRAL Impact: 2/10 Insider Cluster (2 insiders)
Horizon days Filed Jun 1, 2026 Processed 5d ago
Insider cluster: 2 insiders, $2.6M total

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Executive Summary

Two C-suite insiders at Sanmina (EVP & CFO and EVP, Global Human Resources) sold a combined $2.61M in open-market sales over a 4-day window. This represents ~0.019% of the $13.9B market cap — a trivial proportion that falls well below the 0.1% materiality threshold, making this a routine liquidity-driven cluster with no informational signal.

Key Financial Metrics

Direction
selling
Total Value
$2.6M
Insiders
2

Actionable Insight

The dollar amount is too small relative to market cap to signal anything about management's view of the business. Per the asymmetry rule, cluster sales are not predictive even when multiple C-suite executives trade. Ignore this cluster and focus on the company's next earnings release or any material 8-K filings.

Key Facts

  • EVP & CFO Jonathan Faust sold 5,038 shares at $265.73 for $1.34M on 2026-05-29
  • EVP, Global Human Resources Alan McWilliams sold 5,000 shares at $254.39 for $1.27M on 2026-05-26
  • Total cluster value of $2.61M represents ~0.019% of Sanmina's $13.9B market cap
  • Both sales were open-market transactions (code S), not tax-withholding or derivative exercises
  • No insider purchases were reported in this cluster

Financial Impact

Total insider sales of $2.61M, or ~0.019% of market cap — economically trivial

insider holdings

Risk Factors

  • No material risk signal from this cluster — sales are routine and sub-threshold

Market Snapshot

Exchange
Nasdaq
Sector
Printed Circuit Boards
Analyst Consensus
58% bullish (12 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-SANM-1780353425466
7 reports for SANM
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for SANM — sortable, filterable
Type Now
Jun 1, 2026
5d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+20
May 1, 2026
5w ago
Insider Cluster
BEARISH ★ 5/10
$223.27 $264.88▼ −18.64%▼ −13.35%$252.08 (−12.90%)
Apr 29, 2026
5w ago
Insider Cluster
MIXED ★ 5/10
$208.67 $261.82▲ +25.47%▲ +20.01%$252.08 (+20.80%)
Apr 29, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$208.67 $261.82▲ +25.47%▲ +20.01%$252.08 (+20.80%)
Apr 29, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$221.89 $278.36▲ +25.45%▲ +20.50%$252.08 (+13.61%)
Apr 29, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$208.67 $261.82▲ +25.47%▲ +20.01%$252.08 (+20.80%)
Feb 24, 2026
14w ago
Insider Cluster
BEARISH ★ 6/10
$158.17 $134.80▲ +14.78%▲ +9.79%$252.08 (−59.37%)
Showing 7 of 7

US Market Status

Market Closed — Opens Mon (14h 51m)

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