Ingram Micro Holding (INGM) SEC Filings

Ingram Micro Holding Corp (INGM) reports that Carolyn Hornstein, SVP, Controller & CAO, had 912 shares withheld on October 23, 2026, at $27.50 per share to satisfy tax-withholding obligations related to Common Stock issued upon vesting of RSUs. The withholding was not a discretionary trade, and no Rule 10b5-1 plan is reported.

Her reported post-transaction position was 35,304, including 21,458 shares of Common Stock and 13,846 unvested RSUs.

Scott D. Sherman, Executive VP, Human Resources at Ingram Micro Holding Corp (INGM), had 12,985 shares withheld on October 23, 2026, at $27.50 per share to satisfy tax withholding obligations related to Common Stock issued upon vesting of RSUs. The withholding was not a discretionary trade. His reported post-transaction total was 218,942, including 158,541 shares of Common Stock and 60,401 unvested RSUs.

Ingram Micro Holding Corp (INGM) Executive VP & CFO Michael Zilis had 18,008 shares withheld on October 23, 2026, to satisfy tax withholding obligations related to Common Stock issued upon RSU vesting; the footnote says this was not a discretionary trade. The reported price was $27.50 per share. His reported post-transaction holdings were 259,056 shares. A separate indirect holding of 28,250 shares was listed for the Michael and Erin Zilis Trust.

Ingram Micro Holding Corp (INGM) CEO Paul D. Bay had 23,983 common shares withheld on October 23, 2026, to satisfy tax withholding obligations related to common stock issued upon RSU vesting. The transaction lists a price of $27.50 per share; the footnote says it was not a discretionary trade. Bay's reported direct position afterward was 586,593 shares, including 294,013 common shares and 292,580 unvested RSUs. He also held 45,500 shares indirectly through P/R Family Trust.

Ingram Micro Holding Corp (INGM) reported that entities associated with Platinum Equity, a ten percent owner group, completed a sale of 1,968,750 shares of Common Stock on September 15, 2026, at a price of $27.188 per share in an open-market or private transaction.

Following this transaction, these affiliated entities held a combined 162,372,569 shares of Ingram Micro Common Stock, including 19,626,323 shares held by Imola JV Holdings, L.P. and 142,746,246 shares held by Ingram Holdco, LLC. The ownership is reported as indirect and shared beneficial ownership, and no Rule 10b5-1 trading plan is reported.

Ingram Micro Holding Corp (INGM) reaffirmed its third-quarter fiscal 2026 guidance and introduced a multi-year financial framework at its 2026 Capital Markets Day. Management stated they expect Q3 2026 results to land at the high end of the guidance range previously discussed on the second-quarter earnings call.

For fiscal years 2026–2029, the company is targeting net sales CAGR of ~4–6%, gross profit CAGR of ~5–7%, and annual operating expenses of ~4.4–4.8% of net sales. The framework also calls for non-GAAP net income CAGR of ~11–13%, adjusted free cash flow to adjusted EBITDA of ~30% or more annually, and average adjusted ROIC of ~16–17%. Leadership highlighted an intelligence-led transformation built around its Xvantage™ digital platform as a key driver of these objectives.

Ingram Micro Holding Corp (INGM) reported that entities associated with Platinum Equity, including Imola JV Holdings, L.P. and Ingram Holdco, LLC, conducted an indirect open-market or private sale of 13,125,000 shares of Common Stock on September 10, 2026 at $27.188 per share. After this transaction, these affiliated entities collectively reported 164,341,319 shares of Common Stock held indirectly, and a footnote states that Platinum Equity entities and Tom Gores may be deemed to share beneficial ownership of the securities.

Ingram Micro Holding Corp (INGM) reported that its principal stockholder, Ingram Holdco, LLC, entered into an underwriting agreement with Goldman Sachs & Co. LLC for a secondary public offering of 13,125,000 shares of Ingram Micro common stock at $27.25 per share. The selling stockholder granted the underwriter a 30-day option to purchase up to an additional 1,968,750 shares.

The company itself is not selling any shares and will receive no proceeds from the Offering; all net proceeds go to the selling stockholder, while Ingram Micro bears offering costs other than underwriting discounts and commissions. Concurrently, Ingram Micro has authorized a stock repurchase of 625,000 shares from the underwriter, funded with cash on hand and executed at the same price the underwriter pays the selling stockholder. The repurchase is under the existing $175 million stock repurchase program and will leave $53,007,500 of capacity remaining upon completion.

Ingram Micro Holding Corporation (INGM) has registered a secondary offering of 13,125,000 shares of common stock to be sold by its majority owner, Ingram Holdco, LLC, an affiliate of Platinum Equity. The shares are offered at $27.25 per share to the public, with the underwriter purchasing from the selling stockholder at $27.188 per share, providing approximately $356.8 million in gross proceeds to the selling stockholder (excluding any option shares and expenses).

In connection with the deal, and subject to conditions, Ingram Micro intends to repurchase 625,000 shares from the underwriter at the same $27.188 price per share under its existing Stock Repurchase Program. After the offering and the repurchase, shares outstanding are expected to be 230,036,904, while Platinum will continue to hold 71.44% of the voting power (or 70.59% if the underwriter’s option for up to 1,968,750 additional shares is fully exercised), so Ingram Micro remains a NYSE “controlled company.” The company will receive no offering proceeds but will bear offering expenses, and recently paid a quarterly cash dividend of $0.086 per share.