The CEO's open-market sale without a disclosed trading plan is a modest negative signal. Monitor upcoming earnings or any material announcements for context; a single CEO sale of this size is not a strong bearish indicator but warrants attention if followed by additional insider selling.
Price Chart
Executive Summary
Two Arista Networks insiders, including CEO Jayshree Ullal, sold a combined $2.03M in shares over a one-week window. The CEO's $1.89M sale is the dominant transaction, representing a routine open-market sale by the top executive. The total value is approximately 0.62% of the company's $326M market cap, which is a modest but notable amount. No 10b5-1 plan is indicated, but the sale is not clustered with other large open-market sells by multiple C-suite members, limiting the bearish signal.
Key Financial Metrics
Key Facts
- CEO Jayshree Ullal sold 8,900 shares at $211.40 for $1.89M on 2026-09-25.
- Director Mark Templeton sold 700 shares at $201.62 for $141K on 2026-10-01.
- Total insider sales: $2.03M, representing ~0.62% of the $326M market cap.
- No 10b5-1 plan or routine pattern is disclosed; the CEO sale is a single open-market transaction.
Financial Impact
CEO sold $1.89M in stock; total insider sales of $2.03M represent ~0.62% of market cap.
Risk Factors
- CEO sale may signal reduced conviction ahead of a potential negative catalyst.
- Lack of 10b5-1 plan increases the informational content of the sale.
- Further insider selling in the coming weeks could amplify the bearish signal.
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-ANET-1791243349382 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | 144 | $184.33 | awaiting T+20 | — | $188.41 (+2.21%) |
Oct 13, 2026 13d ago | Insider Cluster | $195.42 | awaiting T+20 | — | $188.41 (−3.59%) |
Oct 9, 2026 17d ago | 144 | $210.88 | awaiting T+20 | — | $188.41 (+10.66%) |
Oct 8, 2026 18d ago | 144 | $216.74 | awaiting T+20 | — | $188.41 (−13.07%) |
Oct 7, 2026 19d ago | 144 | $210.97 | awaiting T+20 | — | $188.41 (−10.69%) |
Oct 6, 2026 20d ago | 144 | $215.83 | awaiting T+20 | — | $188.41 (−12.70%) |
Oct 6, 2026 20d ago | 144 | $215.83 | awaiting T+20 | — | $188.41 (+12.70%) |
Oct 5, 2026 21d ago | Insider Cluster | $215.36 | awaiting T+20 | — | $188.41 (+12.51%) |
Sep 29, 2026 27d ago | Insider Cluster | $203.59 | awaiting T+20 | — | $188.41 (+7.46%) |
Sep 23, 2026 4w ago | Insider Cluster | $205.70 $171.07 | ▲ +16.84% | ▲ +16.42% | $188.41 (+8.41%) |
US Market Status
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