The CEO and CFO selling at the same time is notable, but the dollar amounts are immaterial for a $194B company. Monitor for any upcoming 8-K or earnings pre-announcement that might explain the timing. The cluster is likely routine portfolio diversification — no immediate trading signal.
Price Chart
Executive Summary
Four Arista Networks insiders, including CEO Jayshree Ullal and CFO Chantelle Breithaupt, sold a total of ~$10.3M in shares over a 7-day window. The cluster is dominated by a 10% owner (Andreas Bechtolsheim) who sold ~$8.7M, and the CEO sold ~$1.2M. While the dollar amount is modest relative to ANET's $194B market cap (~0.005%), the participation of the CEO and CFO in open-market sales at current elevated prices warrants attention, though the cluster is likely liquidity-driven given the small proportional size.
Key Financial Metrics
Key Facts
- CEO Jayshree Ullal sold 7,740 shares for ~$1.2M on 2026-05-26 at $154.47
- 10% owner Andreas Bechtolsheim sold 57,354 shares total (~$8.7M) across two trades on 2026-05-22 and 2026-05-26
- CFO Chantelle Breithaupt sold 2,448 shares for ~$384K on 2026-05-26 at $157.00
- Total cluster value of ~$10.3M represents ~0.005% of ANET's $194B market cap
- No insider purchases in the cluster — all transactions are open-market sales (code S)
- ANET has 91% bullish analyst consensus (31 of 34 analysts at Buy or Strong Buy)
Financial Impact
Total insider sales of ~$10.3M, representing ~0.005% of market cap — trivial relative to company size
Risk Factors
- CEO and CFO simultaneously selling could signal caution ahead of a potential negative catalyst, though amounts are small
- Bechtolsheim's large sales as a 10% owner may continue and create modest overhang
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-1780009823121 |
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
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