Lampo Craig A 4

What Happened

• Craig A. Lampo, Executive VP & CFO of Amphenol (APH), exercised 100,000 stock options (strike shown at $22.00) on 2026-02-18 and immediately sold 100,000 shares in the open market. The exercise recorded $2,199,500 in consideration; the sale produced proceeds of $14,998,130 (weighted-average sale price $149.98). The filing also lists a related derivative disposition of 100,000 shares at $0.00 (see footnote).

Key Details

• Transaction date: 2026-02-18; Form 4 filed 2026-02-19 (filed the next day).
• Exercise: 100,000 shares at $22.00 for $2,199,500 (coded M — option exercise).
• Sale: 100,000 shares disposed at a weighted-average $149.98 for $14,998,130 (coded S — open market sale).
• Derivative entry: 100,000 shares listed as disposed at $0.00 (coded M); filing notes this as a derivative conversion/settlement.
• Sale executed in multiple trades ranging $149.36–$150.59 (footnote F4); weighted-average details available on request (F3).
• Net effect on beneficial ownership: the exercised 100,000 shares were sold, so immediate net holdings from these transactions are unchanged; however, the filing notes transfers into the reporting person’s holdings of 41,246 shares (2024 #2 GRAT) and 13,169 shares (2025 #1 GRAT) since his last Form 4 (total 54,415 additional shares) (F1, F2).
• No 10b5‑1 plan or tax withholding language is stated in the filing; the filing does not indicate lateness.

Context

• This pattern—exercising options and selling the resulting shares—often reflects a cashless exercise or routine liquidity event rather than an additional purchase signal; filings are factual and do not state motivation.
• Footnotes: F1/F2 note transfers from grantor retained annuity trusts (GRATs) increasing holdings since last filing; F3/F4 describe weighted-average price reporting and trade price range and offer that full trade-by-trade details can be provided on request.