TD SYNNEX Director Hume Buys 18,365 Shares in Plan‑Driven Move, Signaling Strong Confidence in Company’s Supply‑Chain Growth.

Insider Activity Highlights TD Synnex’s Strategic Position

TD Synnex’s recent Form 4 filing shows director Hume Richard T purchasing 18,365 shares on February 2, 2026, at an average price of $107.32. The buy follows a series of 18,365‑share option exercises and a cascade of sales executed under a Rule 10b5‑1 plan set up on July 14, 2025. The timing—just after a modest 0.02% uptick in the stock—suggests a deliberate, plan‑driven move rather than a reaction to short‑term price swings. With a current market price of $161.18, the transaction reflects a willingness to stake heavily in a company that has delivered a 7.35% monthly gain and sits comfortably within its 52‑week high.

What It Means for Investors

A director’s purchase of 18,365 shares, while modest relative to the firm’s 130‑billion‑dollar market cap, signals confidence in the company’s supply‑chain strategy and its recent expansion into the Optoma portfolio. The volume is dwarfed by the broader insider buying by executives such as Vetter and Zammit, yet it aligns with a pattern of disciplined, plan‑based trades rather than opportunistic speculation. For investors, the move reinforces the narrative that senior management believes the business cycle—particularly the growth in logistics and contract‑assembly services—will continue to generate value. The buy also raises the insider ownership to a more robust level, potentially aligning management’s incentives with shareholders.

A Look at Hume Richard T’s Trading Profile

Hume’s trading history over the past six months shows a mix of option exercises, sales, and purchases. He has repeatedly sold sizable blocks (up to 25,000 shares) at prices ranging from $155 to $162, often executing under the same 10b5‑1 framework. These sales have generally followed a pattern of buying a small block (e.g., 12,991 shares on January 28 at $107.32) and then selling larger positions as the stock climbed. The current purchase appears to be a continuation of that disciplined strategy: buy, hold, then sell under a predetermined plan. His activity suggests a long‑term view, with trades structured to mitigate market impact while preserving liquidity for the company.

Broader Insider Landscape

Beyond Hume, TD Synnex’s insiders—including CFO Jordan Gregory and President Thompson Reyna—have also executed sizeable trades, often clustered around key quarterly reports. The overall insider activity indicates a healthy level of engagement, with most trades following pre‑approved plans that reduce the perception of insider advantage. This pattern is reassuring to shareholders, as it underscores that insider trades are largely rule‑compliant and aligned with the company’s strategic timetable.

Conclusion

In a market that has seen a 14.59% annual gain for TD Synnex, Hume Richard T’s purchase under a 10b5‑1 plan reinforces confidence in the company’s trajectory. The transaction, coupled with the broader pattern of disciplined insider activity, suggests that senior leadership remains committed to the growth of its logistics and distribution services. For investors, the move is a positive signal: it reflects an alignment of incentives and a belief that TD Synnex will continue to capitalize on its position in the technology supply chain.