Flex Ltd SEC Filings

Janus Henderson Group plc reports beneficial ownership of 26,482,327 ordinary shares of Flex Ltd., representing approximately 7.1% of the class. The filing shows no sole voting or dispositive power and discloses equal shared voting and shared dispositive power for the full 26,482,327 shares, indicating the position is held collectively rather than under exclusive control.

An affiliated entity, JHIUS, may be deemed the beneficial owner of 23,841,225 shares (about 6.4%), with shared voting and dispositive power for that amount. The filer certifies the securities are held in the ordinary course of business and not to influence control. The filing identifies indirect subsidiaries JHIUS, JHIUKL and JHIAIFML as registered investment advisers to Managed Portfolios.

Boston Partners filed a Schedule 13G reporting beneficial ownership of 19,329,986 shares of Flex Ltd., representing 5.19% of the outstanding common stock. The filing shows Boston Partners has sole voting power over 15,489,942 shares and sole dispositive power over 19,329,986 shares, and identifies the firm as an investment adviser (Type IA).

The shares are held for the discretionary accounts of certain clients and Boston Partners states the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer. No other person is reported to have the right to receive dividends or sale proceeds for more than 5% of the class.

William D. Watkins, identified as a director, was awarded a total of 6,718 restricted share units (RSUs) on 08/06/2025: 4,713 RSUs as the annual non-employee director award and 2,005 RSUs as the additional Chairman award. Each RSU represents a contingent right to receive one unrestricted, fully transferable ordinary share, and the grants show a $0 price.

All 6,718 RSUs vest in full on the date immediately prior to Flex Ltd.'s 2026 annual general meeting. The filing also discloses 121,355 ordinary shares held indirectly by the Denise P. Watkins trust, of which Watkins and his spouse are co-trustees and co-beneficiaries. No derivative transactions or dispositions are reported.

Pat Ward, a Flex Ltd. director, was awarded 4,713 restricted share units (RSUs) as part of the company’s annual non-employee director equity award. Each RSU represents the contingent right to receive one unrestricted share upon vesting. The award was recorded with a transaction date of 08/06/2025 and is scheduled to vest in full immediately prior to the issuer’s 2026 annual general meeting. Following the reported transaction, the filing shows 11,602 shares beneficially owned directly, which include the 4,713 unvested RSUs. The report also discloses additional indirect holdings of 25,874 shares and 505 shares held by trusts, indicating a mix of direct and trust-based ownership.

Flex Ltd. (FLEX) – Form 4 filing, dated 08-07-2025

Non-employee director Tan Lay Koon received an equity grant of 4,713 restricted share units (RSUs) on 08-06-2025 under the company’s Amended & Restated 2017 Equity Incentive Plan. Each RSU converts into one ordinary share upon vesting. The entire award vests immediately prior to the 2026 annual general meeting; no cash price was paid for the grant (reported transaction code “A”, price $0).

After the award, the reporting person’s total beneficial ownership is 208,235 ordinary shares, of which 4,713 are the newly issued unvested RSUs. Ownership is held directly.

No derivative securities, sales, option exercises, or open-market purchases were reported. The filing reflects routine director compensation and results in immaterial dilution relative to Flex’s outstanding share count.

FLEX Form 4: On 08/06/2025 director Maryrose Sylvester received 4,713 restricted share units (RSUs) under Flex Ltd.’s Amended & Restated 2017 Equity Incentive Plan as part of routine non-employee director compensation. Each RSU converts to one ordinary share at no cost and will vest in full immediately before the 2026 annual general meeting.

The award raises Sylvester’s total beneficial ownership to 26,214 ordinary shares, including the unvested RSUs. No stock sales, option exercises, or other derivative transactions were reported. Given Flex’s share count of roughly 461 million, the grant represents an immaterial <0.001% dilution and does not alter the company’s capital structure. The filing is therefore informational and unlikely to influence FLEX’s valuation or trading dynamics.

Form 4 filed for Flex Ltd. (FLEX) shows that independent director Charles K. Stevens III was granted 4,713 restricted share units (RSUs) on 06-Aug-2025 under the company’s Amended & Restated 2017 Equity Incentive Plan for non-employee directors. The grant carries a purchase price of $0 and each RSU converts into one ordinary share when vested.

The entire award will vest immediately prior to Flex’s 2026 annual general meeting, promoting long-term alignment with shareholders. After the transaction, Stevens beneficially owns 60,426 ordinary shares (including the unvested RSUs), all held directly. No shares were sold or otherwise disposed of, and no derivative securities were involved.

This filing represents a routine director compensation grant with no immediate cash impact or material dilution to existing shareholders.

Flex Ltd. (FLEX) – Form 4 insider filing

Director Erin L. McSweeney reported the 6 Aug 2025 acquisition of 4,713 restricted share units (RSUs) at $0 under the company’s Amended & Restated 2017 Equity Incentive Plan for non-employee directors. The RSUs vest in full immediately prior to Flex’s 2026 annual general meeting and convert 1-for-1 into ordinary shares. Following the grant, McSweeney’s total beneficial ownership stands at 27,012 ordinary shares, which includes the newly issued unvested RSUs. No shares were sold, and the transaction represents a routine, non-cash equity award rather than an open-market purchase or sale.

Flex Ltd. (FLEX) – Form 4 insider transaction

On 08/06/2025, non-employee director Michael E. Hurlston received 4,713 restricted share units (RSUs) under the company’s Amended & Restated 2017 Equity Incentive Plan, representing the standard annual equity award for directors. Each RSU converts into one ordinary share upon vesting and was reported at a cost basis of $0.

The RSUs vest in full immediately prior to the 2026 annual general meeting. After this grant, Hurlston beneficially owns 78,208 ordinary shares, including the 4,713 unvested RSUs, all held directly. No shares were sold or disposed of in the reported period.