The selling is too small relative to market cap to be a bearish signal. Monitor for any upcoming earnings or material news that could explain the timing of the May 26 sales. The director grants are routine annual equity awards and carry no trading signal.
Price Chart
Executive Summary
A cluster of insider selling at Arista Networks over the past week totaled $6.72M, led by 10% owner Andreas Bechtolsheim ($5.09M), CEO Jayshree Ullal ($1.20M), and CFO Chantelle Breithaupt ($384K). The selling is concentrated among top insiders on the same day (May 26), which could signal a planned liquidity event or a cautious view on valuation at a $220B market cap. The total value is ~0.003% of market cap — trivial relative to company size — and the cluster includes routine director grants (non-cash) that do not affect sentiment.
Key Financial Metrics
Key Facts
- Total insider selling of $6.72M over 7 days, representing ~0.003% of $220.8B market cap
- CEO Jayshree Ullal sold $1.20M worth of shares on May 26
- CFO Chantelle Breithaupt sold $384K on May 26
- 10% owner Andreas Bechtolsheim sold $5.09M on May 26
- Seven directors received non-cash grants of 2,153 shares each on May 29 ($0 value)
- No open-market insider buying in the cluster
Financial Impact
Total insider selling of $6.72M, which is 0.003% of market cap — immaterial
Risk Factors
- Insider selling concentrated among top executives and 10% owner could indicate caution if followed by more sales
- No insider buying to offset the selling pattern
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-1780528635241 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 10, 2026 21d ago | Insider Cluster | $199.59 $199.39 | ▼ −0.10% | ▲ +0.12% | $206.50 (+3.46%) |
Sep 3, 2026 28d ago | Insider Cluster | $193.78 $187.81 | ▼ −3.08% | ▼ −1.87% | $206.50 (+6.56%) |
Aug 31, 2026 4w ago | Insider Cluster | $189.26 $192.93 | ▲ +1.94% | ▲ +1.86% | $206.50 (+9.11%) |
Aug 31, 2026 4w ago | Insider Cluster | $189.26 $192.93 | ▲ +1.94% | ▲ +1.86% | $206.50 (+9.11%) |
Aug 27, 2026 5w ago | Insider Cluster | $195.38 $193.78 | ▼ −0.82% | ▼ −0.93% | $206.50 (+5.69%) |
Aug 25, 2026 5w ago | Insider Cluster | $202.25 $186.10 | ▼ −7.99% | ▼ −7.87% | $206.50 (+2.10%) |
Aug 14, 2026 6w ago | Insider Cluster | $201.80 $188.15 | ▼ −6.76% | ▼ −5.57% | $206.50 (+2.33%) |
Aug 10, 2026 7w ago | Insider Cluster | $197.85 $193.18 | ▼ −2.36% | ▼ −1.96% | $206.50 (+4.37%) |
Aug 7, 2026 7w ago | Insider Cluster | $191.52 $201.80 | ▲ +5.37% | ▲ +5.41% | $206.50 (+7.82%) |
Aug 6, 2026 8w ago | 144 | $188.67 $198.82 | ▲ +5.38% | ▲ +4.98% | $206.50 (+9.45%) |
US Market Status
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