W
WAVEMAN · COMPANY
PLXS · Plexus Corp
> Ask across nine datasets ⌘K
LIVE
TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475
← ALL COMPANIES

PLXS

PLEXUS CORP
SEMICONDUCTORS & ELECTRONICS · PRINTED CIRCUIT BOARDS · CIK 0000785786
FORM 144 · 2☆ WATCH
INSIDER NET · 180D
-$8.3M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
248
13F, latest reported quarter
REVENUE GROWTH
+1.8%
XBRL, annual
NET MARGIN
4.3%
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$8.3M over 180 days
-$2.4M over 90 days
below 57% of Semiconductors & Electronics
CONGRESS
no member of Congress has reported trading it
FUNDS
248 funds added or opened last quarter
more than 71% of Semiconductors & Electronics
REVENUE
+1.8% year over year
below 63% of Semiconductors & Electronics
MARGIN
4.3% net margin
more than 65% of Semiconductors & Electronics
BUYBACKS
$64.1M repurchased, FY to 2026-07-04
more than 61% of Semiconductors & Electronics
SHORT
no short interest reported
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
Insiders are net sellers: -$8.3M across 6 people in 180 days.
248 funds added or opened positions in the latest 13F quarter, of 447 holders.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN +77.1%
+77.1%12M
-2%+40%+83%+125%2025-092025-102025-122026-032026-052026-072026-09 2026-02-06 · FOATE DEAN A sold $2.0M2026-02-18 · Mihm Oliver K. sold $1.9M2026-08-11 · SCHROCK MICHAEL V sold $1.1M2026-02-02 · FOATE DEAN A sold $1.0M2026-02-03 · Jermain Patrick John sold $987.6K2026-02-05 · Ninivaggi Angelo Michael Jr sold $873.8K2026-05-11 · Tan Victor (Pang Hau) sold $813.7K2026-02-03 · Kelsey Todd P. sold $784.8K2026-02-04 · Jermain Patrick John sold $732.1K2026-02-18 · Kelsey Todd P. sold $579.3K2026-02-12 · Jermain Patrick John sold $466.8K2026-02-03 · Kelsey Todd P. sold $445.3K2026-02-17 · Mihm Oliver K. sold $442.5K2026-02-03 · Kelsey Todd P. sold $414.7K2026-05-08 · Ninivaggi Angelo Michael Jr sold $414.2K2026-02-06 · Tan Victor (Pang Hau) sold $411.5K2026-05-08 · Ninivaggi Angelo Michael Jr sold $391.9K2026-05-04 · Kelsey Todd P. sold $369.0K2025-11-10 · Ninivaggi Angelo Michael Jr sold $363.2K2026-05-07 · Ninivaggi Angelo Michael Jr sold $339.6K2026-04-15 · Kelsey Todd P. sold $336.1K2025-11-25 · Mihm Oliver K. sold $333.2K2026-03-18 · Kelsey Todd P. sold $291.4K2025-11-05 · Kelsey Todd P. sold $290.2K2026-06-03 · Kelsey Todd P. sold $290.0K2026-02-12 · Zycinski Frank sold $288.2K2025-11-11 · Jermain Patrick John sold $287.1K2025-11-04 · Kelsey Todd P. sold $287.0K2025-10-27 · Jermain Patrick John sold $285.3K2026-05-27 · Kelsey Todd P. sold $274.8K2026-05-06 · Kelsey Todd P. sold $270.8K2026-05-05 · Kelsey Todd P. sold $269.5K2026-05-05 · Kelsey Todd P. sold $268.8K2026-05-05 · Kelsey Todd P. sold $267.1K2026-05-04 · Kelsey Todd P. sold $265.1K2026-07-15 · Kelsey Todd P. sold $261.1K2025-11-10 · Mihm Oliver K. sold $255.4K2026-05-07 · Ninivaggi Angelo Michael Jr sold $249.2K2026-02-18 · Kelsey Todd P. sold $224.6K2026-06-17 · Kelsey Todd P. sold $220.8K2026-02-18 · Kelsey Todd P. sold $220.2K2025-10-01 · Kelsey Todd P. sold $215.5K2026-08-19 · Todd P. Kelsey filed to sell $1.2M2026-08-11 · SCHROCK MICHAEL V filed to sell $1.1M
INSIDER SELLFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $8.3M sold by insiders over 180 days, 248 funds added last quarter, $2.3M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
NVDACRDOVICRMPWRVPLMALABPIMTSIMUAIPAVGOMSI
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, PLEXUS CORP insiders sold a net $8.3M of stock across 291 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-04.

INSIDER
FILED
SHARES
VALUE
Rapp Karen Marie
Director
SELL
2026-08-31
500.0
$120.4K
Kelsey Todd P.
President & CEO
SELL
2026-08-19
319.0
$79.4K
Kelsey Todd P.
President & CEO
SELL
2026-08-19
681.0
$171.0K
Kelsey Todd P.
President & CEO
SELL
2026-08-19
500.0
$126.1K
SCHROCK MICHAEL V
Director
SELL
2026-08-11
4,000.0
$1.1M
291 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 286 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders
13F · holdings as of the latest quarter funds have reported
BlackRock, Inc.
4,362,360.0 sh
$1.3B
VANGUARD PORTFOLIO MANAGEMENT LLC
2,110,343.0 sh
$634.5M
DISCIPLINED GROWTH INVESTORS INC /MN
1,440,935.0 sh
$433.2M
VANGUARD CAPITAL MANAGEMENT LLC
1,206,653.0 sh
$362.8M
AMERICAN CENTURY COMPANIES INC
1,184,217.0 sh
$356.1M
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
Todd P. Kelsey
FILED 2026-08-19
$1.2M
SCHROCK MICHAEL V
FILED 2026-08-11
$1.1M
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
The Disciplined Growth Investors Equity Fund
$9.9M POSITION · AS OF 2026-04-30
6.6%
The Disciplined Growth Investors Fund
$27.5M POSITION · AS OF 2026-04-30
4.5%
Mairs & Power Small Cap Fund
$9.3M POSITION · AS OF 2026-03-31
4.1%
Small-Company Stock Fund
$7.5M POSITION · AS OF 2026-03-31
3.7%
Invesco S&P SmallCap Information Technology ETF
$9.1M POSITION · AS OF 2026-02-28
2.5%
Harbor Small Cap Value Fund
$62.1M POSITION · AS OF 2026-04-30
2.5%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Executive pay vs shareholder return · Mr. Kelsey
DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself
FY
CEO TOTAL
ACTUALLY PAID
OTHER NEOs AVG
TSR
PEER TSR
2023
$9.1M
$10.3M
$2.9M
+31%
+38%
2022
$7.4M
$8.0M
$2.6M
+23%
+13%
2021
$7.6M
$12.9M
$2.3M
+28%
+36%
TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-092024-092023-092022-10
REVENUE$4.0B$4.0B$4.2B$3.9B
GROSS PROFIT$406.5M$378.5M$394.6M$347.2M
OPERATING INCOME$202.4M$167.7M$195.8M$178.2M
NET INCOME$172.9M$111.8M$139.1M$138.2M
EPS (DILUTED)6.264.014.954.86
OPERATING CASH FLOW$249.2M$436.5M$165.8M$-26.2M
CASH$306.5M$345.1M$256.2M$274.8M
BUYBACKS$65.3M$55.7M$40.9M$50.4M
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-04 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
W WAVEMAN

Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

SEC FORM 4FORM 13F 13D/GFORM 144XBRL STOCK ACTCONTRACTSFEC CFPBNRC
PRODUCT
DeskBacktester CompaniesAccount
SUPPORT
FAQMethodology Contact
LEGAL
TermsPrivacy Accessibility
© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-04 ALL SYSTEMS LIVE FOR MACHINES →