Form 4: Sanmina EVP Sells 13,150 Shares Under 10b5-1 Plan

Sanmina Corp's EVP & Global Sales, Charlie Mason, sold 13,150 shares of common stock for approximately $147.21 per share under a pre-arranged plan.

Summary

• Charlie Mason, Executive Vice President & Global Sales of Sanmina Corp, reported a transaction involving the company's common stock.
• A total of 13,150 shares of common stock were disposed of.
• The transaction occurred on February 5, 2026.
• The shares were sold at a weighted average price of $147.21 per share, with individual sale prices ranging from $146.33 to $148.03.
• Following this sale, Mason directly beneficially owns 26,666 shares of Sanmina Corp common stock.
• The transaction was executed pursuant to a Rule 10b5-1(c) pre-arranged trading plan.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral event. While an executive sale can sometimes be perceived negatively, the pre-arranged nature under a 10b5-1 plan mitigates concerns about opportunistic timing, making it a routine personal financial management action.

Positives

• The transaction was executed under a Rule 10b5-1(c) plan, which indicates the sale was pre-arranged and not based on immediate, non-public information, mitigating concerns about opportunistic insider trading.

Negatives

• An executive selling a significant number of shares, even under a pre-arranged plan, could be perceived by some investors as a signal of reduced confidence or a desire to diversify personal holdings away from the company's stock.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that insider sales, particularly those executed under Rule 10b5-1 plans, are a common occurrence for executives managing personal finances, diversifying portfolios, or exercising stock options. In the electronics manufacturing services (EMS) industry, such transactions are typically viewed in the broader context of the company's financial performance and the executive's remaining equity stake, rather than as an immediate indicator of company-specific news.

Stakeholder Impact

• Shareholders may note the executive's reduction in direct holdings, though the Rule 10b5-1 plan suggests a pre-planned financial decision rather than a reaction to new company-specific information.

Key Dates

Recommendation

This Form 4 filing reports a routine insider sale executed under a Rule 10b5-1 plan, which typically indicates a pre-scheduled personal financial management decision rather than a reaction to new material information about the company. While a sale reduces an executive's direct stake, it does not inherently signal a change in the company's fundamental outlook or performance. Therefore, it does not warrant a change in investment recommendation based solely on this filing.

Keywords

Sanmina Corp, SANM, Insider Sale, Form 4, Charlie Mason, Executive Stock Sale, Rule 10b5-1, Beneficial Ownership