Form 4: Amphenol CFO Exercises Options, Sells Shares

Amphenol's Senior VP & CFO, Craig A. Lampo, exercised stock options and subsequently sold a portion of the acquired Class A Common Stock.

Summary

• Craig A. Lampo, Senior VP & CFO of Amphenol Corp, engaged in multiple transactions on November 11, 2025, involving the company's Class A Common Stock.
• Exercised stock options to acquire 300,000 shares directly at an exercise price of $21.995 per share.
• Exercised stock options to acquire 40,076 shares indirectly through the Lampo Family Trust at an exercise price of $21.995 per share.
• Sold 258,000 shares directly at a weighted average price of $143.2022 per share. These sales occurred in multiple trades ranging from $142.5000 to $143.8400.
• Sold 40,076 shares indirectly through the Lampo Family Trust at a weighted average price of $143.5015 per share. These sales occurred in multiple trades ranging from $143.5000 to $143.5708.
• Following these transactions, direct beneficial ownership of Class A Common Stock is 167,695 shares.
• Indirect beneficial ownership of Class A Common Stock by the Lampo Family Trust is 39,884 shares.
• Additional indirect beneficial ownership includes 58,116 shares by Craig A. Lampo 2025 GRAT #1, 74,305 shares by Craig A. Lampo 2024 GRAT #1, and 160,000 shares by Craig A. Lampo 2024 GRAT #2.
• Retains 100,000 direct stock options with an exercise price of $21.995, exercisable from May 18, 2019, and expiring on May 18, 2028.

Sentiment

Score: 6

Explanation: The filing reports an insider exercising stock options and selling a portion of the acquired shares, a common practice for executive compensation and liquidity management. The significant difference between the exercise price and sale price indicates a profitable transaction for the insider, which is generally neutral to slightly positive for the company's perception.

Positives

• The insider realized significant gains by exercising options at $21.995 and selling shares at weighted average prices of $143.2022 and $143.5015.
• The transactions appear to be a routine exercise-and-sell strategy, often part of executive compensation plans, indicating the executive is monetizing vested equity.

Negatives

• The sale of a substantial number of shares by a senior executive, even if routine, could be interpreted by some investors as a signal, though this is often offset by the nature of option exercises for liquidity or diversification.

Future Outlook

This Form 4 filing is a transactional report and does not contain forward-looking statements or guidance regarding the company's future outlook.

Industry Context

This filing reports an insider transaction, which is a routine event in the context of executive compensation and personal financial planning across all industries. It does not provide specific insights into broader industry trends or competitive positioning.

Related Party Transactions

• Transactions involved indirect ownership through the Lampo Family Trust, where 40,076 shares were acquired via option exercise and subsequently sold.
• Indirect beneficial ownership is also reported through Craig A. Lampo 2025 GRAT #1 (58,116 shares), Craig A. Lampo 2024 GRAT #1 (74,305 shares), and Craig A. Lampo 2024 GRAT #2 (160,000 shares).

Stakeholder Impact

• Shareholders may note the executive's sale of shares, which is a common occurrence for liquidity or diversification purposes, especially after exercising options.
• The transactions demonstrate the monetization of executive compensation, which is a standard aspect of corporate governance and executive incentives.

Key Dates

Recommendation

This Form 4 details a routine insider transaction involving the exercise of stock options and subsequent sale of a portion of the acquired shares. Such transactions are common for executive compensation and personal liquidity and do not typically signal a fundamental change in the company's outlook or warrant a strong buy or sell recommendation based solely on this filing.

Keywords

Amphenol, APH, Insider Trading, Form 4, Stock Options, Executive Compensation, Share Sale, CFO, Beneficial Ownership