Insider Trading March 31, 2026

Platinum Equity Disposes of 1.35M Ingram Micro Shares in $28.8M Trade

Sale executed through affiliated entities; Ingram Micro reports stronger-than-expected Q4 results while Ingram Holdco launches $200M secondary offering

By Nina Shah INGM
Platinum Equity Disposes of 1.35M Ingram Micro Shares in $28.8M Trade
INGM

Platinum Equity sold 1,348,314 shares of Ingram Micro Holding Corp on March 30, 2026, at $21.36 per share for a total of $28,799,987. The stake was transacted through a chain of affiliated vehicles controlled by Tom Gores. After the sale, Platinum Equity and related entities continue to beneficially own 197,104,541 shares. Separately, Ingram Holdco priced a $200 million secondary at $22.25 per share, and Ingram Micro posted fiscal Q4 2025 revenue and EPS that outpaced guidance. BofA Securities reiterated a Buy and raised its price target to $27, while InvestingPro analysis shows analyst targets between $22 and $32.

Key Points

  • Platinum Equity sold 1,348,314 Ingram Micro shares on March 30, 2026 at $21.36, totaling $28,799,987; post-sale holdings remain at 197,104,541 shares.
  • Ingram Micro reported fiscal Q4 2025 revenue up 11.5% year-over-year (9.1% in constant currency) and EPS of $0.96, exceeding guidance.
  • Ingram Holdco priced a $200 million secondary offering at $22.25 per share; Ingram Micro will not receive proceeds; BofA reiterated a Buy and raised its target to $27.

Platinum Equity, a holder of roughly ten percent of Ingram Micro Holding Corp stock, executed a sizeable sale of common shares on March 30, 2026. The firm disposed of 1,348,314 shares at $21.36 each, producing proceeds of $28,799,987.

Following the transaction, Platinum Equity and its related entities still beneficially own 197,104,541 shares of Ingram Micro Holding Corp. The stock price has moved higher since the sale, trading at $23.31 and marked 33% higher over the past year relative to the sale price.

The disposition was routed indirectly through a series of affiliated ownership vehicles, including Imola JV Holdings, L.P. and Ingram Holdco, LLC. Those entities are ultimately controlled by Tom Gores in his role as manager of Platinum Equity, LLC.

Market commentary from InvestingPro within the scope of available analysis indicates that the equity remains viewed as undervalued by some analysts, who have set price targets in a range between $22 and $32. The company is assigned an enterprise valuation of $5.2 billion in that coverage, and is listed among more than 1,400 U.S. equities covered in the associated Pro Research Reports.


Operationally, Ingram Micro reported fourth-quarter fiscal 2025 results that beat the high end of its guidance. Revenue for the quarter rose 11.5% year-over-year, or 9.1% on a constant currency basis. The company also recorded earnings per share of $0.96, which exceeded expectations.

In addition to the quarterly results, Ingram Micro received recognition as a Microsoft Frontier Distributor, a designation within the Microsoft AI Cloud Partner Program. The designation reflects the company’s role in supporting AI-focused solutions across cloud, security, and services channels.

Separately tied to the Platinum Equity complex, Ingram Holdco, an affiliate, launched a secondary offering valued at $200 million. The offering was priced at $22.25 per share, and the selling stockholder granted underwriters a 30-day option to purchase additional shares. The offering was structured so that Ingram Micro itself is not providing shares and will not receive any proceeds from the transaction.

On the research front, BofA Securities maintained a Buy rating on Ingram Micro and raised its price target to $27.00, citing strength in the PC refresh cycle as a driver behind the revised target.


This combination of insider-sales activity, an affiliate-led secondary offering, and recent operating beats provides multiple items for investors to weigh. The facts presented here are limited to the transactions, company disclosures, and analyst commentary reported.

Risks

  • Insider selling and an affiliate-led secondary offering may create investor uncertainty around share supply and near-term trading dynamics - relevant to equity and capital markets.
  • The secondary offering proceeds will not flow to Ingram Micro, meaning the company’s balance sheet and cash position are unaffected by the $200 million sale - relevant to corporate finance and investors assessing dilution.
  • Analyst price targets vary (between $22 and $32), indicating a range of valuation views that could translate into differing market reactions as new information arrives - relevant to equity valuation and sell-side coverage.

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