SEC Filing Analysis: PLEXUS CORP (PLXS)

Executive Summary

• Trading Significance: Low
• Key Takeaway: A director was granted 1,370 Restricted Stock Units (RSUs) as part of a standard compensation package. This amended filing corrects the number of units from a previous report.
• Market Impact: Neutral. This is a routine, non-market transaction with negligible impact on share dilution.

Company Information

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

Insider Information

Field	Value
Name	Wuamett Jennifer
CIK	0001597265
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
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 (0.005% of outstanding)
Materiality Assessment	Low

Impact Evaluation

• Market Cap Context: The transaction has no market value and is insignificant against the company's $3.78 billion market capitalization.
• Ownership Concentration: The grant establishes a small initial holding for the director, representing a negligible percentage of total shares outstanding.
• Dilution Impact: The potential dilution from these 1,370 shares is extremely low (0.005%), posing no material impact to existing shareholders.
• Transaction Significance: This is a routine compensatory grant to a non-executive director. The filing is an amendment to correct a prior report, further reducing its significance as new market information. The transaction size is well below any threshold for materiality.

Market Impact Analysis

Stock Impact Prediction

• Direction: Neutral
• Reasoning: This is a non-market transaction representing standard director compensation. It does not signal any change in the insider's view of the company's future prospects.

Volume & Sentiment

• Expected Volume Impact: None. This is not an open-market transaction and will not directly influence trading volume.
• Sentiment Indicator: Neutral. The market generally views such routine grants as a standard cost of business.

Additional Context

Transaction Notes

• Footnote Details: The Restricted Stock Units were granted under the Plexus Corp. 2024 Omnibus Incentive Plan and will vest on February 3, 2026. Each RSU represents a contingent right to receive one share of common stock.
• Special Circumstances: This is a Form 4/A, filed to amend a previous Form 4 from 2025-02-05 to correct the number of RSUs granted.