Insider Cluster (3 insiders) ·Filed Apr 14, 2026

ANET

Arista Networks, Inc.
BEARISH
Impact 6/10
Horizondays Processed5mo ago
Insider cluster: 3 insiders, $8.7M total
Actionable Insight ▼ Bearish

While the dollar amount is small relative to Arista’s massive market cap, the fact that both the CEO and CFO executed open-market sales raises caution. Monitor for any changes in forward guidance or Q2 earnings trends. This level of coordinated selling by top executives could signal profit-taking ahead of potential volatility.

DirectionBearish
Confidencehigh
Horizondays
Final — all horizons settled through T+60d ⚠ clustered
ANET ▲ +19.64% at T+60d
SHORT call ✗ call lost -19.64% · α vs SPY -11.12% · entry $154.37 → $184.69
Entry anchored
Apr 13, 04:43 PM ET
via exchange tick
T+1d
-0.03%
call +0.03% · α +0.80%
$154.33
settled 6mo ago
T+5d
+11.98%
call -11.98% · α -10.58%
$172.86
settled 6mo ago
T+20d
-11.62%
call +11.62% · α +17.92%
$136.43
settled 5mo ago
T+60d
+19.64%
call -19.64% · α -11.12%
$184.69
settled 3mo ago

Price Chart

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Executive Summary

Three Arista Networks insiders, including CEO Jayshree Ullal and CFO Chantelle Breithaupt, sold shares worth $8.69 million over a 7-day period, with the majority of the volume coming from the CEO's open-market sale of nearly $7.3 million in stock. This represents coordinated selling by top leadership, though the transactions appear to be planned rather than reactive.

Key Financial Metrics

Direction
selling
Total Value
$8.7M
Insiders
3

Key Facts

  • CEO Jayshree Ullal sold 45,834 shares for $7.30 million via open-market transaction.
  • CFO Chantelle Breithaupt sold 8,890 shares for $1.38 million, also in open-market trade.
  • Director Yvonne Wassenaar sold 78 shares for $12,000.
  • Total insider selling cluster: $8.69 million over 7 days.
  • All transactions were open-market sales (code 'S'), not derivative exercises or gifts.

Financial Impact

$8.69 million in open-market sales by insiders over 7 days, representing 0.0042% of market cap ($206.4B).

insider sentimentownership concentrationmarket perception

Risk Factors

  • Perception of insider pessimism due to simultaneous selling by CEO and CFO.
  • Potential for negative market reaction if no clear rationale (e.g., pre-arranged 10b5-1 plan) is disclosed.

Market Snapshot

Exchange
NYSE
Sector
Computer Communications Equipment

Investment Themes

Software & IT

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-ANET-1776726416903
37 reports for ANET
Performance horizon
100% Hit rate 4 of 4 directional calls best @ T+60▲ +22.64%May 5, 2026
Filters
Rows
Reports for ANET — sortable, filterable
TypeNow
Sep 10, 2026
21d ago
Insider Cluster
NEUTRAL ★ 2/10
$199.59 $199.39▼ −0.10%▲ +0.12%$206.50 (+3.46%)
Sep 3, 2026
28d ago
Insider Cluster
NEUTRAL ★ 3/10
$193.78 $187.81▼ −3.08%▼ −1.87%$206.50 (+6.56%)
Aug 31, 2026
4w ago
Insider Cluster
NEUTRAL ★ 2/10
$189.26 $192.93▲ +1.94%▲ +1.86%$206.50 (+9.11%)
Aug 31, 2026
4w ago
Insider Cluster
NEUTRAL ★ 2/10
$189.26 $192.93▲ +1.94%▲ +1.86%$206.50 (+9.11%)
Aug 27, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$195.38 $193.78▼ −0.82%▼ −0.93%$206.50 (+5.69%)
Aug 25, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$202.25 $186.10▼ −7.99%▼ −7.87%$206.50 (+2.10%)
Aug 14, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$201.80 $188.15▼ −6.76%▼ −5.57%$206.50 (+2.33%)
Aug 10, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$197.85 $193.18▼ −2.36%▼ −1.96%$206.50 (+4.37%)
Aug 7, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$191.52 $201.80▲ +5.37%▲ +5.41%$206.50 (+7.82%)
Aug 6, 2026
8w ago
144
NEUTRAL ★ 4/10
$188.67 $198.82▲ +5.38%▲ +4.98%$206.50 (+9.45%)
Showing 10 of 37

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Report published Apr 20, 2026