INSIGHT ENTERPRISES INC
NSIT · Retail-Catalog & Mail-Order Houses · 30.2M shares · +1%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: $188M (gross $217M, SBC $29M)
Reference price $107.40 · est. market cap ~$3.2B — last insider sale, 2026-05-29 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B70Large, cash-generative IT solutions integrator with sector-leading margins but mid returns and declining revenue.
Strengths
- Operating margin 4.1% (82.6 pct) and net margin 1.9% (81.8 pct) strong for the reseller model; FCF $279M (78.6 pct)
- Solid liquidity and ROA at 75th pct, expanding gross margin and services mix
Risks
- Revenue down 5% with software shifting to agent model; ROE 9.5% only mid-pack (54.5 pct)
- Heavy reliance on Microsoft (~17% of sales) and partner-incentive volatility
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Customer concentration~25% of revenue from one customer/distributor — Our gross profit and gross profit as a percentage of net sales by operating segment for 2025 and 2024 were as follows (dollars in thousands): 2025 % of Net Sales 2024 % of Net Sales North America
- Strong balance sheetStrong balance sheet — $358M cash & investments
- Insider buyingInsider buying — 1 open-market buy(s) by 1 insider(s) (~$199,814, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
21.4%
Operating margin
4.1%
Net margin
1.9%
Return on equity
9.5%
Return on assets
1.7%
Revenue growth (QoQ)
3.9%
Net-income growth
-37.0%
Current ratio
1.2×
Free cash flow
$279M
EBITDA
$441M
Tangible book value
$53M
Cash & investments
$358M
Stock comp / revenue
0.4%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-29 | Adatia Karim | Sell | 559 | $107.40 |
| 2026-05-21 | Armstrong Bruce | Option exercise | 320 | — |
| 2026-05-21 | CROWN TIMOTHY A | Option exercise | 320 | — |
| 2026-05-21 | ALLEN RICHARD E | Option exercise | 320 | — |
| 2026-05-21 | Rishi Girish D | Option exercise | 320 | — |
| 2026-05-21 | COURAGE CATHERINE | Option exercise | 320 | — |
| 2026-05-21 | IBARGUEN ANTHONY | Option exercise | 320 | — |
| 2026-05-21 | Breard Linda M. | Option exercise | 320 | — |
| 2026-05-17 | Rishi Girish D | Option exercise | 405 | — |
| 2026-05-17 | IBARGUEN ANTHONY | Option exercise | 405 | — |
| 2026-05-17 | Breard Linda M. | Option exercise | 405 | — |
| 2026-05-17 | COURAGE CATHERINE | Option exercise | 405 | — |
| 2026-05-17 | Armstrong Bruce | Option exercise | 405 | — |
| 2026-05-17 | CROWN TIMOTHY A | Option exercise | 405 | — |
| 2026-05-17 | ALLEN RICHARD E | Option exercise | 405 | — |
| 2026-05-13 | Reichert Thomas | Option exercise | 482 | — |
| 2026-05-13 | Breard Linda M. | Option exercise | 482 | — |
| 2026-05-13 | COURAGE CATHERINE | Option exercise | 482 | — |
| 2026-05-13 | Foutty Janet | Option exercise | 482 | — |
| 2026-05-13 | IBARGUEN ANTHONY | Option exercise | 482 | — |
| 2026-05-13 | Armstrong Bruce | Option exercise | 482 | — |
| 2026-05-13 | CROWN TIMOTHY A | Option exercise | 482 | — |
| 2026-05-13 | ALLEN RICHARD E | Option exercise | 482 | — |
| 2026-05-13 | Rishi Girish D | Option exercise | 482 | — |
| 2026-05-11 | Morgado James A. | Buy | 2.3K | $87.25 |
| 2026-04-15 | CROWN TIMOTHY A | Gift | 92K | — |
| 2026-02-20 | Morgado James A. | Tax withheld | 126 | $85.50 |
| 2026-02-20 | Morgado James A. | Option exercise | 511 | — |
| 2026-02-20 | Morgado James A. | Tax withheld | 142 | $85.50 |
| 2026-02-20 | Morgado James A. | Option exercise | 301 | — |
| 2026-02-20 | Morgado James A. | Tax withheld | 99 | $85.50 |
| 2026-02-20 | Morgado James A. | Option exercise | 402 | — |
| 2026-02-20 | Morgado James A. | Tax withheld | 117 | $85.50 |
| 2026-02-20 | Morgado James A. | Option exercise | 422 | — |
| 2026-02-20 | Morgado James A. | Tax withheld | 139 | $85.50 |
| 2026-02-20 | Morgado James A. | Option exercise | 1.1K | — |
| 2026-02-20 | Morgado James A. | Tax withheld | 313 | $85.50 |
| 2026-02-20 | Gregory Adrian P | Option exercise | 459 | — |
| 2026-02-20 | Gregory Adrian P | Tax withheld | 215 | $85.50 |
| 2026-02-20 | Gregory Adrian P | Option exercise | 613 | — |
| 2026-02-20 | Gregory Adrian P | Tax withheld | 288 | $85.50 |
| 2026-02-20 | Gregory Adrian P | Option exercise | 383 | — |
| 2026-02-20 | Gregory Adrian P | Tax withheld | 180 | $85.50 |
| 2026-02-20 | Gregory Adrian P | Option exercise | 511 | — |
| 2026-02-20 | Gregory Adrian P | Tax withheld | 240 | $85.50 |
| 2026-02-20 | Gregory Adrian P | Option exercise | 241 | — |
| 2026-02-20 | Gregory Adrian P | Tax withheld | 113 | $85.50 |
| 2026-02-20 | Gregory Adrian P | Option exercise | 643 | — |
| 2026-02-20 | Gregory Adrian P | Tax withheld | 302 | $85.50 |
| 2026-02-20 | Green Robert Douglas | Option exercise | 175 | — |
| 2026-02-20 | Green Robert Douglas | Tax withheld | 51 | $85.50 |
| 2026-02-20 | Green Robert Douglas | Option exercise | 351 | — |
| 2026-02-20 | Green Robert Douglas | Tax withheld | 104 | $85.50 |
| 2026-02-20 | Green Robert Douglas | Option exercise | 192 | — |
| 2026-02-20 | Green Robert Douglas | Tax withheld | 56 | $85.50 |
| 2026-02-20 | Green Robert Douglas | Option exercise | 256 | — |
| 2026-02-20 | Green Robert Douglas | Tax withheld | 75 | $85.50 |
| 2026-02-20 | Green Robert Douglas | Option exercise | 121 | — |
| 2026-02-20 | Green Robert Douglas | Tax withheld | 35 | $85.50 |
| 2026-02-20 | Green Robert Douglas | Option exercise | 322 | — |
| 2026-02-20 | Green Robert Douglas | Tax withheld | 95 | $85.50 |
| 2026-02-20 | Burger Daniel | Option exercise | 766 | — |
| 2026-02-20 | Burger Daniel | Tax withheld | 241 | $85.50 |
| 2026-02-20 | Burger Daniel | Option exercise | 1.0K | — |
| 2026-02-20 | Burger Daniel | Tax withheld | 309 | $85.50 |
| 2026-02-20 | Burger Daniel | Option exercise | 630 | — |
| 2026-02-20 | Burger Daniel | Tax withheld | 224 | $85.50 |
| 2026-02-20 | Burger Daniel | Option exercise | 840 | — |
| 2026-02-20 | Burger Daniel | Tax withheld | 254 | $85.50 |
| 2026-02-20 | Burger Daniel | Option exercise | 362 | — |
| 2026-02-20 | Burger Daniel | Tax withheld | 129 | $85.50 |
| 2026-02-20 | Burger Daniel | Option exercise | 964 | — |
| 2026-02-20 | Burger Daniel | Tax withheld | 292 | $85.50 |
| 2026-02-20 | Cowley Samuel C | Option exercise | 766 | — |
| 2026-02-20 | Cowley Samuel C | Tax withheld | 252 | $85.50 |
| 2026-02-20 | Cowley Samuel C | Option exercise | 1.0K | — |
| 2026-02-20 | Cowley Samuel C | Tax withheld | 284 | $85.50 |
| 2026-02-20 | Cowley Samuel C | Option exercise | 630 | — |
| 2026-02-20 | Cowley Samuel C | Tax withheld | 173 | $85.50 |
| 2026-02-20 | Cowley Samuel C | Option exercise | 840 | — |
| 2026-02-20 | Cowley Samuel C | Tax withheld | 233 | $85.50 |
| 2026-02-20 | Cowley Samuel C | Option exercise | 633 | — |
| 2026-02-20 | Cowley Samuel C | Tax withheld | 209 | $85.50 |
| 2026-02-20 | Cowley Samuel C | Option exercise | 1.7K | — |
| 2026-02-20 | Cowley Samuel C | Tax withheld | 469 | $85.50 |
| 2026-02-20 | Crump Rachael Ann Bertrandt | Tax withheld | 61 | $85.50 |
| 2026-02-20 | Crump Rachael Ann Bertrandt | Option exercise | 255 | — |
| 2026-02-20 | Crump Rachael Ann Bertrandt | Tax withheld | 81 | $85.50 |
| 2026-02-20 | Crump Rachael Ann Bertrandt | Option exercise | 192 | — |
| 2026-02-20 | Crump Rachael Ann Bertrandt | Tax withheld | 61 | $85.50 |
| 2026-02-20 | Crump Rachael Ann Bertrandt | Option exercise | 256 | — |
| 2026-02-20 | Crump Rachael Ann Bertrandt | Tax withheld | 82 | $85.50 |
| 2026-02-20 | Crump Rachael Ann Bertrandt | Option exercise | 121 | — |
| 2026-02-20 | Crump Rachael Ann Bertrandt | Tax withheld | 38 | $85.50 |
| 2026-02-20 | Crump Rachael Ann Bertrandt | Option exercise | 322 | — |
| 2026-02-20 | Crump Rachael Ann Bertrandt | Tax withheld | 103 | $85.50 |
| 2026-02-20 | Crump Rachael Ann Bertrandt | Option exercise | 191 | — |
| 2026-02-20 | Vasin Jennifer M | Option exercise | 383 | — |
| 2026-02-20 | Vasin Jennifer M | Tax withheld | 126 | $85.50 |
| 2026-02-20 | Vasin Jennifer M | Option exercise | 511 | — |
| 2026-02-20 | Vasin Jennifer M | Tax withheld | 142 | $85.50 |
| 2026-02-20 | Vasin Jennifer M | Option exercise | 356 | — |
| 2026-02-20 | Vasin Jennifer M | Tax withheld | 118 | $85.50 |
| 2026-02-20 | Vasin Jennifer M | Option exercise | 475 | — |
| 2026-02-20 | Vasin Jennifer M | Tax withheld | 155 | $85.50 |
| 2026-02-20 | Vasin Jennifer M | Option exercise | 241 | — |
| 2026-02-20 | Vasin Jennifer M | Tax withheld | 79 | $85.50 |
| 2026-02-20 | Vasin Jennifer M | Option exercise | 643 | — |
| 2026-02-20 | Vasin Jennifer M | Tax withheld | 177 | $85.50 |
| 2026-02-20 | Mullen Joyce A | Option exercise | 3.1K | — |
| 2026-02-20 | Mullen Joyce A | Tax withheld | 807 | $85.50 |
| 2026-02-20 | Mullen Joyce A | Option exercise | 4.1K | — |
| 2026-02-20 | Mullen Joyce A | Tax withheld | 1.7K | $85.50 |
| 2026-02-20 | Mullen Joyce A | Option exercise | 3.6K | — |
| 2026-02-20 | Mullen Joyce A | Tax withheld | 974 | $85.50 |
| 2026-02-20 | Mullen Joyce A | Option exercise | 4.7K | — |
| 2026-02-20 | Mullen Joyce A | Tax withheld | 2.0K | $85.50 |
| 2026-02-20 | Mullen Joyce A | Option exercise | 2.3K | — |
| 2026-02-20 | Mullen Joyce A | Tax withheld | 595 | $85.50 |
| 2026-02-20 | Mullen Joyce A | Option exercise | 6.0K | — |
| 2026-02-20 | Mullen Joyce A | Tax withheld | 2.3K | $85.50 |
| 2026-02-20 | Morgado James A. | Option exercise | 383 | — |
| 2025-11-10 | Mullen Joyce A | Option exercise | 2.4K | — |
| 2025-11-10 | Mullen Joyce A | Tax withheld | 986 | $91.44 |
| 2025-08-30 | Foutty Janet | Option exercise | 218 | — |
| 2025-08-30 | Reichert Thomas | Option exercise | 218 | — |
| 2025-08-10 | Green Robert Douglas | Option exercise | 194 | — |
| 2025-08-10 | Green Robert Douglas | Tax withheld | 47 | $123.13 |
| 2025-06-15 | Burger Daniel | Option exercise | 1.2K | — |
| 2025-06-15 | Burger Daniel | Tax withheld | 546 | $131.05 |
| 2025-06-15 | Burger Daniel | Option exercise | 1.4K | — |
| 2025-06-15 | Burger Daniel | Tax withheld | 647 | $131.05 |
| 2025-05-26 | ValueAct Holdings, L.P. | Disposition | 600K | $126.86 |
| 2025-05-21 | CROWN TIMOTHY A | Option exercise | 320 | — |
| 2025-05-21 | IBARGUEN ANTHONY | Option exercise | 320 | — |
| 2025-05-21 | ALLEN RICHARD E | Option exercise | 320 | — |
| 2025-05-21 | COURAGE CATHERINE | Option exercise | 320 | — |
| 2025-05-21 | Armstrong Bruce | Option exercise | 320 | — |
| 2025-05-21 | Rishi Girish D | Option exercise | 320 | — |
| 2025-05-21 | Breard Linda M. | Option exercise | 320 | — |
| 2025-05-18 | IBARGUEN ANTHONY | Option exercise | 513 | — |
| 2025-05-18 | CROWN TIMOTHY A | Option exercise | 513 | — |
| 2025-05-18 | Armstrong Bruce | Option exercise | 513 | — |
| 2025-05-18 | Breard Linda M. | Option exercise | 513 | — |
| 2025-05-18 | ALLEN RICHARD E | Option exercise | 513 | — |
| 2025-05-18 | COURAGE CATHERINE | Option exercise | 513 | — |
| 2025-05-18 | Rishi Girish D | Option exercise | 513 | — |
| 2025-05-17 | CROWN TIMOTHY A | Option exercise | 405 | — |
| 2025-05-17 | Breard Linda M. | Option exercise | 405 | — |
| 2025-05-17 | COURAGE CATHERINE | Option exercise | 405 | — |
| 2025-05-17 | IBARGUEN ANTHONY | Option exercise | 405 | — |
| 2025-05-17 | Rishi Girish D | Option exercise | 405 | — |
| 2025-05-17 | ALLEN RICHARD E | Option exercise | 405 | — |
| 2025-05-17 | Armstrong Bruce | Option exercise | 405 | — |
| 2025-05-12 | PUSHOR KATHLEEN S | Option exercise | 810 | — |
| 2025-05-12 | PUSHOR KATHLEEN S | Option exercise | 960 | — |
| 2025-05-12 | PUSHOR KATHLEEN S | Option exercise | 513 | — |
| 2025-05-08 | ValueAct Holdings, L.P. | Sell | 600K | $130.94 |
| 2025-02-28 | Crump Rachael Ann Bertrandt | Sell | 1.2K | $154.38 |
| 2025-02-26 | ALLEN RICHARD E | Sell | 6.8K | $156.51 |
| 2025-02-20 | Burger Daniel | Tax withheld | 192 | $166.00 |
| 2025-02-20 | Burger Daniel | Option exercise | 840 | — |
| 2025-02-20 | Burger Daniel | Tax withheld | 282 | $166.00 |
| 2025-02-20 | Morgado James A. | Option exercise | 564 | — |
| 2025-02-20 | Morgado James A. | Tax withheld | 157 | $166.00 |
| 2025-02-20 | Morgado James A. | Option exercise | 668 | — |
| 2025-02-20 | Morgado James A. | Tax withheld | 286 | $166.00 |
| 2025-02-20 | Morgado James A. | Option exercise | 383 | — |
| 2025-02-20 | Morgado James A. | Tax withheld | 158 | $166.00 |
| 2025-02-20 | Morgado James A. | Option exercise | 511 | — |
| 2025-02-20 | Morgado James A. | Tax withheld | 218 | $166.00 |
| 2025-02-20 | Morgado James A. | Option exercise | 302 | — |
| 2025-02-20 | Morgado James A. | Tax withheld | 129 | $166.00 |
| 2025-02-20 | Morgado James A. | Option exercise | 402 | — |
| 2025-02-20 | Morgado James A. | Tax withheld | 172 | $166.00 |
| 2025-02-20 | Gregory Adrian P | Option exercise | 460 | — |
| 2025-02-20 | Gregory Adrian P | Tax withheld | 216 | $166.00 |
| 2025-02-20 | Gregory Adrian P | Option exercise | 613 | — |
| 2025-02-20 | Gregory Adrian P | Tax withheld | 288 | $166.00 |
| 2025-02-20 | Gregory Adrian P | Tax withheld | 180 | $166.00 |
| 2025-02-20 | Gregory Adrian P | Option exercise | 511 | — |
| 2025-02-20 | Gregory Adrian P | Tax withheld | 240 | $166.00 |
| 2025-02-20 | Vasin Jennifer M | Option exercise | 269 | — |
| 2025-02-20 | Vasin Jennifer M | Tax withheld | 74 | $166.00 |
| 2025-02-20 | Vasin Jennifer M | Option exercise | 75 | — |
| 2025-02-20 | Vasin Jennifer M | Tax withheld | 20 | $166.00 |
| 2025-02-20 | Vasin Jennifer M | Option exercise | 394 | — |
| 2025-02-20 | Vasin Jennifer M | Tax withheld | 109 | $166.00 |
| 2025-02-20 | Vasin Jennifer M | Option exercise | 467 | — |
| 2025-02-20 | Vasin Jennifer M | Tax withheld | 130 | $166.00 |
| 2025-02-20 | Vasin Jennifer M | Option exercise | 383 | — |
| 2025-02-20 | Vasin Jennifer M | Tax withheld | 106 | $166.00 |
| 2025-02-20 | Vasin Jennifer M | Option exercise | 511 | — |
| 2025-02-20 | Vasin Jennifer M | Tax withheld | 142 | $166.00 |
| 2025-02-20 | Vasin Jennifer M | Option exercise | 356 | — |
| 2025-02-20 | Vasin Jennifer M | Tax withheld | 99 | $166.00 |
| 2025-02-20 | Vasin Jennifer M | Option exercise | 475 | — |
| 2025-02-20 | Vasin Jennifer M | Tax withheld | 132 | $166.00 |
| 2025-02-20 | Cowley Samuel C | Option exercise | 718 | — |
| 2025-02-20 | Cowley Samuel C | Tax withheld | 307 | $166.00 |
| 2025-02-20 | Cowley Samuel C | Option exercise | 845 | — |
| 2025-02-20 | Cowley Samuel C | Tax withheld | 235 | $166.00 |
| 2025-02-20 | Cowley Samuel C | Option exercise | 1.0K | — |
| 2025-02-20 | Cowley Samuel C | Tax withheld | 283 | $166.00 |
| 2025-02-20 | Cowley Samuel C | Option exercise | 766 | — |
| 2025-02-20 | Cowley Samuel C | Tax withheld | 213 | $166.00 |
| 2025-02-20 | Cowley Samuel C | Option exercise | 1.0K | — |
| 2025-02-20 | Cowley Samuel C | Tax withheld | 437 | $166.00 |
| 2025-02-20 | Cowley Samuel C | Option exercise | 630 | — |
| 2025-02-20 | Cowley Samuel C | Tax withheld | 175 | $166.00 |
| 2025-02-20 | Cowley Samuel C | Option exercise | 840 | — |
| 2025-02-20 | Cowley Samuel C | Tax withheld | 359 | $166.00 |
| 2025-02-20 | Crump Rachael Ann Bertrandt | Option exercise | 239 | — |
| 2025-02-20 | Crump Rachael Ann Bertrandt | Tax withheld | 66 | $166.00 |
| 2025-02-20 | Crump Rachael Ann Bertrandt | Option exercise | 281 | — |
| 2025-02-20 | Crump Rachael Ann Bertrandt | Tax withheld | 77 | $166.00 |
| 2025-02-20 | Crump Rachael Ann Bertrandt | Option exercise | 334 | — |
| 2025-02-20 | Crump Rachael Ann Bertrandt | Tax withheld | 93 | $166.00 |
| 2025-02-20 | Crump Rachael Ann Bertrandt | Option exercise | 192 | — |
| 2025-02-20 | Crump Rachael Ann Bertrandt | Tax withheld | 53 | $166.00 |
| 2025-02-20 | Crump Rachael Ann Bertrandt | Option exercise | 255 | — |
| 2025-02-20 | Crump Rachael Ann Bertrandt | Tax withheld | 71 | $166.00 |
| 2025-02-20 | Crump Rachael Ann Bertrandt | Option exercise | 192 | — |
| 2025-02-20 | Crump Rachael Ann Bertrandt | Tax withheld | 53 | $166.00 |
| 2025-02-20 | Crump Rachael Ann Bertrandt | Option exercise | 256 | — |
| 2025-02-20 | Crump Rachael Ann Bertrandt | Tax withheld | 71 | $166.00 |
| 2025-02-20 | Mullen Joyce A | Option exercise | 1.2K | — |
| 2025-02-20 | Mullen Joyce A | Tax withheld | 494 | $166.00 |
| 2025-02-20 | Mullen Joyce A | Option exercise | 2.8K | — |
| 2025-02-20 | Mullen Joyce A | Tax withheld | 1.2K | $166.00 |
| 2025-02-20 | Mullen Joyce A | Option exercise | 3.3K | — |
| 2025-02-20 | Mullen Joyce A | Tax withheld | 1.4K | $166.00 |
| 2025-02-20 | Mullen Joyce A | Option exercise | 3.1K | — |
| 2025-02-20 | Mullen Joyce A | Tax withheld | 1.3K | $166.00 |
| 2025-02-20 | Mullen Joyce A | Option exercise | 4.1K | — |
| 2025-02-20 | Mullen Joyce A | Tax withheld | 1.7K | $166.00 |
| 2025-02-20 | Mullen Joyce A | Option exercise | 3.6K | — |
| 2025-02-20 | Mullen Joyce A | Tax withheld | 1.5K | $166.00 |
| 2025-02-20 | Mullen Joyce A | Option exercise | 4.7K | — |
| 2025-02-20 | Mullen Joyce A | Tax withheld | 2.0K | $166.00 |
| 2025-02-20 | Green Robert Douglas | Option exercise | 234 | — |
| 2025-02-20 | Green Robert Douglas | Tax withheld | 57 | $166.00 |
| 2025-02-20 | Green Robert Douglas | Option exercise | 417 | — |
| 2025-02-20 | Green Robert Douglas | Tax withheld | 101 | $166.00 |
| 2025-02-20 | Green Robert Douglas | Option exercise | 176 | — |
| 2025-02-20 | Green Robert Douglas | Tax withheld | 42 | $166.00 |
| 2025-02-20 | Green Robert Douglas | Option exercise | 351 | — |
| 2025-02-20 | Green Robert Douglas | Tax withheld | 85 | $166.00 |
| 2025-02-20 | Green Robert Douglas | Option exercise | 192 | — |
| 2025-02-20 | Green Robert Douglas | Tax withheld | 46 | $166.00 |
| 2025-02-20 | Green Robert Douglas | Option exercise | 256 | — |
| 2025-02-20 | Green Robert Douglas | Tax withheld | 62 | $166.00 |
| 2025-02-20 | Gregory Adrian P | Option exercise | 384 | — |
| 2025-02-20 | Burger Daniel | Option exercise | 766 | — |
| 2025-02-20 | Burger Daniel | Tax withheld | 234 | $166.00 |
| 2025-02-20 | Burger Daniel | Option exercise | 1.0K | — |
| 2025-02-20 | Burger Daniel | Tax withheld | 465 | $166.00 |
| 2025-02-20 | Burger Daniel | Option exercise | 630 | — |
| 2025-02-18 | Vasin Jennifer M | Sell | 1.8K | $167.83 |
| 2025-02-15 | Morgado James A. | Option exercise | 3.4K | — |
| 2025-02-15 | Morgado James A. | Tax withheld | 954 | $165.58 |
| 2025-02-15 | Gregory Adrian P | Option exercise | 5.1K | — |
| 2025-02-14 | Morgado James A. | Grant | 37 | $157.30 |
| 2025-02-14 | Green Robert Douglas | Grant | 15 | $157.30 |
| 2025-02-12 | Green Robert Douglas | Option exercise | 679 | — |
| 2025-02-12 | Green Robert Douglas | Tax withheld | 201 | $166.35 |
| 2025-02-12 | Cowley Samuel C | Option exercise | 2.4K | — |
| 2025-02-12 | Cowley Samuel C | Tax withheld | 713 | $166.35 |
| 2025-02-12 | Burger Daniel | Option exercise | 3.5K | — |
| 2025-02-12 | Burger Daniel | Tax withheld | 1.1K | $166.35 |
| 2025-02-12 | Crump Rachael Ann Bertrandt | Option exercise | 815 | — |
| 2025-02-12 | Crump Rachael Ann Bertrandt | Tax withheld | 268 | $166.35 |
| 2025-02-12 | BRYAN GLYNIS | Option exercise | 4.9K | — |
| 2025-02-12 | BRYAN GLYNIS | Tax withheld | 1.4K | $166.35 |
| 2025-02-12 | Morgado James A. | Option exercise | 1.6K | — |
| 2025-02-12 | Morgado James A. | Tax withheld | 485 | $166.35 |
| 2025-02-12 | Gregory Adrian P | Tax withheld | 2.4K | $165.58 |
| 2025-02-12 | Vasin Jennifer M | Option exercise | 1.1K | — |
| 2025-02-12 | Vasin Jennifer M | Tax withheld | 353 | $166.35 |
| 2025-02-12 | Mullen Joyce A | Option exercise | 8.1K | — |
| 2025-02-12 | Mullen Joyce A | Tax withheld | 2.6K | $166.35 |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Customers (0)
Suppliers (8)
- Microsoft
- TD Synnex
- Cisco Systems
- Ingram Micro
- Dell
- HP Inc.
- Lenovo
Named in the 10-K; linked when we track them.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-01 | Material agreementExhibits | filing ↗ |
| 2026-05-14 | 5.03Shareholder voteExhibits | filing ↗ |
| 2026-05-07 | ResultsExhibits | filing ↗ |
| 2026-03-23 | Exec/director changeReg FDExhibits | filing ↗ |
| 2026-02-05 | ResultsExhibits | filing ↗ |
| 2025-12-19 | Material agreementDebt obligationExhibits | filing ↗ |
| 2025-12-19 | Other | filing ↗ |
| 2025-11-14 | Exec/director change | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-01 | 2026-05-28 | 0000932696-26-000063 ↗ |
| 8-K | 2026-05-14 | 2026-05-13 | 0000932696-26-000057 ↗ |
| 8-K | 2026-05-07 | 2026-05-07 | 0000932696-26-000047 ↗ |
| 10-Q | 2026-05-07 | 2026-03-31 | 0000932696-26-000050 ↗ |
| 8-K/A | 2026-03-23 | 2025-11-14 | 0000932696-26-000020 ↗ |
| 10-K | 2026-02-12 | 2025-12-31 | 0000932696-26-000007 ↗ |
| 8-K | 2026-02-05 | 2026-02-05 | 0000932696-26-000003 ↗ |
| 8-K | 2025-12-19 | 2025-12-19 | 0000932696-25-000035 ↗ |
| 8-K | 2025-12-19 | 2025-12-17 | 0000932696-25-000032 ↗ |
| 8-K | 2025-11-14 | 2025-11-14 | 0000932696-25-000024 ↗ |
| 10-Q | 2025-10-30 | 2025-09-30 | 0000932696-25-000019 ↗ |
| 8-K | 2025-10-30 | 2025-10-30 | 0000932696-25-000016 ↗ |