SEC Filing Analysis: PLEXUS CORP (PLXS)

Executive Summary

• Trading Significance: Low
• Key Takeaway: A director received a routine, non-market grant of Restricted Stock Units (RSUs) with minimal dilution impact. The filing is an amendment to correct the number of units.
• Market Impact: Neutral, as this is a standard compensatory action and an administrative correction.

Company Information

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

Insider Information

Field	Value
Name	Quadracci J Joel
CIK	0001495363
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	$0.00
Total Value	$0
Shares Owned After	1370 (RSUs)
Ownership Type	Direct

Financial Impact Assessment

Transaction Materiality

Metric	Value
Transaction Value	$0 (Grant)
% of Market Cap	0.00%
Shares Transacted	1,370
% of Shares Outstanding	0.005%
Post-Transaction Ownership	1,370 RSUs. Common stock ownership not disclosed.
Materiality Assessment	Low

Impact Evaluation

• Market Cap Context: For a company with a $3.78 billion market cap, this grant is immaterial.
• Dilution Impact: The potential dilution from these 1,370 shares is extremely low at 0.005% of shares outstanding, posing no significant impact on existing shareholders.
• Transaction Significance: The transaction is a standard compensatory grant to a director and holds no market-moving significance. Its value relative to market cap and shares outstanding is negligible.

Market Impact Analysis

Stock Impact Prediction

• Direction: Neutral
• Reasoning: This is a standard, non-market compensatory grant to a director and an amendment to a prior filing. It does not signal any new insider sentiment regarding the company's future prospects.

Volume & Sentiment

• Expected Volume Impact: None. This is not an open market transaction.
• Sentiment Indicator: Neutral.

Additional Context

Transaction Notes

• This Form 4/A is an amendment to a previous filing from 2025-02-05, filed to correct the number of RSUs granted.
• The Restricted Stock Units vest on February 3, 2026, at which point they will convert to common stock.