SEC Filing Analysis: PLEXUS CORP (PLXS)

Executive Summary

• Trading Significance: Low
• Key Takeaway: A director received a routine grant of 1,370 Restricted Stock Units (RSUs) as part of their compensation.
• Market Impact: Neutral. The transaction is a standard equity award with a negligible dilutive effect, representing less than 0.01% of shares outstanding.

Company Information

Field	Value
Company	PLEXUS CORP
Ticker Symbol	PLXS
CIK	0000785786
Industry	PRINTED CIRCUIT BOARDS [3672]

Insider Information

Field	Value
Name	ROOKE PAUL A
CIK	0001186632
Title/Position	null
Relationship	Director

Transaction Details

Field	Value
Form Type	4/A
Transaction Date	2025-02-03
Transaction Code	A (Grant)
Security Type	Restricted Stock Units
Shares Involved	1370
Price Per Share	null
Total Value	0
Shares Owned After	1370 (Derivative securities)
Ownership Type	Direct

Financial Impact Assessment

Transaction Materiality

Metric	Value
Transaction Value	$0
% of Market Cap	0.0%
Shares Transacted	1,370
% of Shares Outstanding	0.005%
Post-Transaction Ownership	1,370 RSUs (potential for ~0.005% of outstanding)
Materiality Assessment	Low

Impact Evaluation

• Market Cap Context: The transaction value is $0, having no impact on the company's $3.78 billion market capitalization.
• Ownership Concentration: The grant establishes a small derivative position for the director. The total shares owned after represent a very minor potential stake.
• Dilution Impact: The potential dilution from this grant is approximately 0.005% of total shares outstanding, which is negligible for existing shareholders.
• Transaction Significance: The transaction is rated Low significance as it is a standard equity grant and represents an extremely small fraction of the company's equity.

Market Impact Analysis

Stock Impact Prediction

• Direction: Neutral
• Reasoning: This is a routine, non-cash compensation event. Such grants are common for directors and do not signal any new insider sentiment regarding the company's future performance.

Volume & Sentiment

• Expected Volume Impact: None. As this is a grant and not an open-market transaction, it will not directly affect trading volume.
• Sentiment Indicator: Neutral. The market typically views such standard compensation grants as a non-event.

Additional Context

Transaction Notes

• Filing Type: This is a Form 4/A, an amendment to a previously filed Form 4. The remark states it was filed to correct the number of RSUs granted.
• Vesting Schedule: Per the filing's footnotes, the RSUs will vest on February 3, 2026, at which point they will convert to common stock.