The insider selling is economically negligible relative to ANET's $242B market cap and typical of routine diversification. CEO Ullal's tiny 18-share sale is essentially noise. No bearish signal — ignore this cluster for trading decisions.
Price Chart
Executive Summary
Three Arista Networks insiders, including CEO Jayshree Ullal and 10% owner Andreas Bechtolsheim, sold shares in late July/early August 2026, totaling approximately $950K. The selling is overwhelmingly concentrated in Bechtolsheim ($875K) and CEO Ullal ($69K from other trades not reflected in the $950K figure here), representing less than 0.0005% of ANET's $242B market cap, making it trivial in economic terms.
Key Financial Metrics
Key Facts
- Insider cluster involves 3 insiders selling ~$950K total open-market shares
- CEO Jayshree Ullal sold 18 shares ($4K) — de minimis
- Director Charles H. Giancarlo sold 403 shares ($71K) — de minimis
- 10% Owner Andreas Bechtolsheim sold 4,500 shares ($875K) — largest sale but <0.0004% of market cap
- Cluster window: July 29 to August 5, 2026
- Selling magnitude is <0.001% of ANET's $242B market cap — economically trivial
Financial Impact
Total insider selling of ~$950K represents <0.0005% of ANET's market cap
Risk Factors
- None material identified from this filing
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-ANET-1786143924050 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 10, 2026 21d ago | Insider Cluster | $199.59 $199.39 | ▼ −0.10% | ▲ +0.12% | $207.40 (+3.91%) |
Sep 3, 2026 28d ago | Insider Cluster | $193.78 $187.81 | ▼ −3.08% | ▼ −1.87% | $207.40 (+7.03%) |
Aug 31, 2026 4w ago | Insider Cluster | $189.26 $192.93 | ▲ +1.94% | ▲ +1.86% | $207.40 (+9.58%) |
Aug 31, 2026 4w ago | Insider Cluster | $189.26 $192.93 | ▲ +1.94% | ▲ +1.86% | $207.40 (+9.58%) |
Aug 27, 2026 5w ago | Insider Cluster | $195.38 $193.78 | ▼ −0.82% | ▼ −0.93% | $207.40 (+6.15%) |
Aug 25, 2026 5w ago | Insider Cluster | $202.25 $186.10 | ▼ −7.99% | ▼ −7.87% | $207.40 (+2.55%) |
Aug 14, 2026 6w ago | Insider Cluster | $201.80 $188.15 | ▼ −6.76% | ▼ −5.57% | $207.40 (+2.78%) |
Aug 10, 2026 7w ago | Insider Cluster | $197.85 $193.18 | ▼ −2.36% | ▼ −1.96% | $207.40 (+4.83%) |
Aug 7, 2026 7w ago | Insider Cluster | $191.52 $201.80 | ▲ +5.37% | ▲ +5.41% | $207.40 (+8.29%) |
Aug 6, 2026 8w ago | 144 | $188.67 $198.82 | ▲ +5.38% | ▲ +4.98% | $207.40 (+9.93%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access