Company insider dossier

Sanmina Corporation insider intelligence

SANM filings assessed for conviction, transaction quality, insider breadth, clustering, freshness, and price confirmation.

12/100

Concentrated distribution

86/100 confidence
Exchange
NASDAQ
Sector
Technology
Industry
Electronic Components
Latest evidence
29 May 2026

Investment committee read

Concentrated distribution

Priced common-share disposals are concentrated enough to warrant review, but they are not treated as a standalone bearish forecast.

Review exposure and filing context

Evidence in favour

  • Participation spans 6 named insiders rather than one filing source.

Decision risks

  • Qualifying disposal events outnumber acquisitions, although disposals receive a lower directional weight.
  • The latest qualifying filing is more than 30 days old.
Conviction12Concentrated distribution
Confidence86Deep evidence
Named insiders6participating in the tape
Controlled events12directional common-share events
Acquisition value$0normalized amount
Disposal value$38.3Mnormalized amount

Price confirmation map

Weekly price with common-share events

Acquisitions and disposals are aligned to the nearest completed weekly bar.

259.73211.62163.52115.4167.30 Disposal · 29 May 2026 · $1.3MDisposal · 29 May 2026 · $1.3MDisposal · 26 May 2026 · $1.3MDisposal · 8 May 2026 · $248.6KDisposal · 6 May 2026 · $27.1MDisposal · 4 May 2026 · $225.0KDisposal · 1 May 2026 · $218.2KDisposal · 1 May 2026 · $109.8KDisposal · 30 Apr 2026 · $484.1KDisposal · 29 Apr 2026 · $3.5MDisposal · 29 Apr 2026 · $2.1MDisposal · 15 Apr 2026 · $420.5K
Feb 2025Aug 2026
Weekly closeCommon-share acquisitionCommon-share disposal

Market confirmation

Price and trend context

Latest close
202.73 USD
One-week move
+9.3%
Four-week move
-2.9%
Fair-value gap
+98.1%
Trend signal
Active
Relative strength
7.9

Directional balance

Controlled event mix

0.0%acquisition
Acquisition events
0
Disposal events
12
Net value
-$38.3M

Cadence

Twelve-week filing pressure

Volume shows attention. Controlled events determine direction.

325 May
001 Jun
008 Jun
015 Jun
022 Jun
029 Jun
006 Jul
013 Jul
020 Jul
027 Jul
003 Aug
010 Aug

Named participants

Insider conviction by person

HEDLEY, DAVID V IIIDirector281 events
SOLA, JUREChairman & CEO281 events
FAUST, JONATHAN PEVP & CFO252 events
LICATA, JOSEPH G JRDirector252 events
VENKATESH, VISHNUSee Remarks252 events
REID, ALAN MCWILLIAMSEVP, Global Human Resources204 events

Evidence quality

Security and transaction context

Common equity12
Equity compensation0
Options and derivatives0
Other securities0

Role architecture

Who is participating

Other or unspecified6
Director3
Finance leadership2
CEO and chair1

Transaction evidence

Auditable SANM filing ledger

Showing 1 to 12 of 12.

FAUST, JONATHAN PEVP & CFO
DisposalCommon equity
5038 sharesCommon Stock
$1.3MDirectional evidence
FAUST, JONATHAN PEVP & CFO
DisposalCommon equity
5038 sharesCommon Stock
$1.3MDirectional evidence
REID, ALAN MCWILLIAMSEVP, Global Human Resources
DisposalCommon equity
5000 sharesCommon Stock
$1.3MDirectional evidence
REID, ALAN MCWILLIAMSEVP, Global Human Resources
DisposalCommon equity
1000 sharesCommon Stock
$248.6KDirectional evidence
SOLA, JUREChairman & CEO
DisposalCommon equity
118368 sharesCommon Stock
$27.1MDirectional evidence
REID, ALAN MCWILLIAMSEVP, Global Human Resources
DisposalCommon equity
1000 sharesCommon Stock
$225.0KDirectional evidence
REID, ALAN MCWILLIAMSEVP, Global Human Resources
DisposalCommon equity
1000 sharesCommon Stock
$218.2KDirectional evidence
HEDLEY, DAVID V IIIDirector
DisposalCommon equity
500 sharesCommon Stock
$109.8KDirectional evidence
VENKATESH, VISHNUSee Remarks
DisposalCommon equity
2275 sharesCommon Stock
$484.1KDirectional evidence
LICATA, JOSEPH G JRDirector
DisposalCommon equity
16529 sharesCommon Stock
$3.5MDirectional evidence
LICATA, JOSEPH G JRDirector
DisposalCommon equity
10036 sharesCommon Stock
$2.1MDirectional evidence
VENKATESH, VISHNUSee Remarks
DisposalCommon equity
2725 sharesCommon Stock
$420.5KDirectional evidence

Reading the dossier

Direction and confidence are separate

Conviction

The 0 to 100 score classifies deduplicated priced common-share evidence. Fifty is balanced or non-directional.

Confidence

Confidence rises with controlled event depth, named-insider breadth, fresh evidence, normalized values, and a longer observation span.

Disposals

Selling is not treated as the mirror image of buying. It carries less directional weight because taxes, diversification, compensation, and planned transactions can all create sales.

Price confirmation

The market chart tests whether the filing thesis is being confirmed or rejected by price, fair-value position, relative strength, and the current trend state.

Independent market research for education. This classification is not investment advice, a recommendation, a forecast, or an execution instruction.

Evidence context