Insider Cluster (2 insiders) ·Filed May 22, 2026
Insider cluster: 2 insiders, $2.1M total
Actionable Insight • Neutral
The insider sales are too small to signal a material change in business outlook. Monitor upcoming earnings for any shifts in guidance or fundamentals.
Final — all horizons settled through T+60d ⚠ clustered
ANET ▲ +18.00% at T+60d
NEUTRAL call ✓ call won +18.00% · α vs SPY +15.27% · entry $158.01 → $186.45
T+1d
-2.34%
call -2.34% · α -2.35%
$154.31
settled 4mo ago
T+5d
+10.96%
call +10.96% · α +9.75%
$175.33
settled 4mo ago
T+20d
+3.13%
call +3.13% · α +5.08%
$162.95
settled 3mo ago
T+60d
+18.00%
call +18.00% · α +15.27%
$186.45
settled 6w ago
Price Chart
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Executive Summary
Two insiders at Arista Networks sold a total of $2.07M in shares, representing ~0.001% of market cap. The sales are trivial relative to the company's $187B valuation and likely reflect routine portfolio diversification or tax planning.
Key Financial Metrics
Direction
selling
Total Value
$2.1M
Insiders
2
Key Facts
- President and CTO Duda Kenneth sold 14,500 shares for $2.02M on 2026-05-18.
- Director Wassenaar Yvonne sold 324 shares for $45K on 2026-05-20.
- Total open-market sales: $2.07M, or 0.0011% of $187.1B market cap.
- CEO and CFO exercised derivatives and surrendered shares for tax withholding on 2026-05-20 — no open-market activity.
Financial Impact
Open-market sales of $2.07M are negligible for a $187B market cap.
Risk Factors
- No significant risk from this cluster given trivial relative size.
Market Snapshot
Exchange
NYSE
Sector
Computer Communications Equipment
Analyst Consensus
91% bullish (34 analysts)
Investment Themes
Software & IT
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-ANET-1779490099106 |
37 reports for ANET
100% Hit rate best @ T+60▲ +22.64%
Filters
Rows
| 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%) |
Showing 10 of 37
US Market Status
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