Sanmina Corporat SEC Filings

Sanmina Corporation reports insider equity activity by its SVP, Global Controller and Chief Accounting Officer. On 12/15/2025, the officer acquired 4,000 restricted stock units of common stock at a reference price of $158.17 per share. These units vest in four equal installments of 1,000 shares each year over four years from the grant date.

On 12/16/2025, the company withheld 808 shares of common stock at $146.84 per share to cover tax withholding on previously granted restricted stock units that vested. After these transactions, the officer directly beneficially owns 24,192 shares of Sanmina common stock.

Sanmina Corporation’s EVP & CFO reported new equity awards and related share withholding. On 12/15/2025, the officer acquired 15,000 shares of Sanmina common stock through restricted stock units, at a reference price of $158.17 per share. These units vest in four equal installments of 3,750 shares, each year over four years from the grant date. On 12/16/2025, 2,154 shares were withheld at $146.84 per share to cover statutory taxes upon vesting of restricted stock units granted on January 16, 2024. After these transactions, the officer beneficially owns 107,996 shares of Sanmina common stock directly.

Sanmina Corporation’s EVP & Global Sales reported multiple equity transactions involving company stock. On December 15, 2025, the executive acquired 7,000 shares of common stock tied to restricted stock units and an additional 12,960 shares from vesting performance stock units, both at a reference price of $158.17 per share.

On the same day, Sanmina withheld 1,074, 2,793, and 6,083 shares to cover tax obligations on vesting awards, and on December 16, 2025 it withheld a further 1,694 shares at $146.84 per share. After these award vestings and tax-withholding transactions, the executive directly owned 39,816 shares of Sanmina common stock.

Sanmina Corporation executive Kristina M. Pope, EVP, Global Human Resources, reported multiple equity transactions in company stock. On December 15, 2025, she acquired 7,000 shares of common stock through the vesting of restricted stock units at a reference price of $158.17 per share, and 10,800 shares through the vesting of performance stock units granted on December 15, 2022. Several transactions labeled as share withholdings were reported to cover statutory tax requirements on these vestings, including 1,524 shares, 2,286 shares, and 5,485 shares on December 15, 2025, and 1,524 shares on December 16, 2025.

After these transactions, she beneficially owned 37,481 shares of Sanmina common stock directly. The filing explains that each restricted stock unit represents a contingent right to receive one share of common stock and details vesting schedules and tax-withholding-related share reductions.

Sanmina Corp’s Chairman and CEO reported several stock transactions on 12/15/2025 related to vesting of equity awards. The company withheld 16,927 shares of common stock to cover taxes on restricted stock units granted on December 15, 2023, and withheld another 81,354 shares to cover taxes on performance stock units granted on December 15, 2022. On the same date, 162,000 performance stock units vested as a result of meeting performance criteria, increasing his holdings.

After these transactions, he beneficially owned 1,345,941 shares of Sanmina common stock directly and 212,870 shares indirectly through the Sola Family Trust. These transactions reflect equity compensation vesting and related tax withholding rather than open‑market buying or selling.

Sanmina Corporation approved its Fiscal Year 2026 Corporate Bonus Plan, which bases incentive pay on company performance and individual or divisional goals. The plan uses targets for revenue, non-GAAP operating margin and cash flow from operations for fiscal 2026, and performance is measured against these benchmarks.

If the company does not meet a minimum level of performance, no incentive compensation is paid under the plan. For executive officers, target incentive compensation ranges from 90% to 187.5% of annual base salary. The Compensation Committee can amend or terminate the plan and may increase or decrease company and individual targets or adjust any participant’s bonus on a discretionary basis.

Sanmina Corporation filed its Form 10-K for fiscal 2025, outlining a global electronics manufacturing business focused on mission‑critical markets. The company operates two businesses: Integrated Manufacturing Solutions (IMS) generated approximately 80% of total revenue in 2025, while Components, Products and Services (CPS) contributed roughly 20%.

Sanmina serves industrial, medical, defense and aerospace, automotive, and communications networks and cloud infrastructure markets, offering end‑to‑end design, manufacturing, logistics and after‑market services across 20 countries. Customer concentration remains notable: sales to the ten largest customers represented 52% of 2025 net sales, with one customer accounting for 10.1% in 2025 and 2024; another represented 13.2% in 2023. As of October 31, 2025, common shares outstanding were 54,563,887, and the aggregate market value held by non‑affiliates was approximately $2.3 billion as of March 29, 2025.

The filing highlights risks from demand variability, component supply and pricing, tariffs, shifting trade policies, and international operations. Sanmina reports approximately 39,000 employees, including 4,000 temporary, with an approximate regional mix of 55% Americas, 36% APAC and 9% EMEA, supporting its diversified customer base and complex manufacturing programs.

Sanmina (SANM) insider transaction: the Chairman & CEO reported a bona fide gift of 1,200 shares of common stock on 11/06/2025, coded G, at a price of $0. Following the transaction, direct holdings were 1,282,222 shares. Indirect holdings were 212,870 shares through the Sola Family Trust. The filing notes the gift was to a 501(c)(3) organization.

Sanmina Corporation furnished a press release as Exhibit 99.1 announcing unaudited financial results for its fiscal quarter and year ended September 27, 2025. The information under Item 2.02 is furnished, not filed, and is not incorporated by reference. The press release was issued on November 3, 2025.