Insider Cluster (2 insiders) ·Filed Sep 10, 2026

ANET

Arista Networks, Inc.
NEUTRAL
Impact 2/10
Horizonimmediate Processed21d 13h ago
Insider cluster: 2 insiders, $374K total
Actionable Insight • Neutral

This insider cluster is routine and non-informative — the dollar amounts are negligible relative to ANET's $243B market cap. Director Templeton's sales are likely diversification or tax-related, not a bearish signal. Monitor for any material insider buying (which would be a stronger signal) or for upcoming earnings/guidance changes, but this filing alone warrants no trading action.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+5d
ANET ▼ -0.10% at T+5d
NEUTRAL call ✗ call lost -0.10% · α vs SPY +0.12% · entry $199.59 → $199.39
Next anchor: T+20d in 6d
Latest observation: T+12 -1.38% FF3 residual α
Entry anchored
Sep 10, 07:35 PM ET
via 1-min bar
T+1d
-5.90%
call -5.90% · α -5.46%
$187.81
settled 21d ago
T+5d
-0.10%
call -0.10% · α +0.12%
$199.39
settled 15d ago
T+20d
—
call — · α —
—
in 6d
T+60d
—
call — · α —
—
in 2mo

Price Chart

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Executive Summary

A small insider cluster at Arista Networks shows Director Mark Templeton selling $986K in open-market sales on September 8, 2026, while CFO Chantelle Breithaupt sold $120K on September 1. President/CTO Kenneth Duda's 300,000-share non-cash 'Other' transactions have zero economic value. The total open-market sales of $1.1M represent approximately 0.0005% of ANET's $243.3B market cap — a trivial amount that does not signal material bearish conviction. The cluster is routine and non-informative.

Key Financial Metrics

Direction
selling
Total Value
$1.1M
Insiders
2

Key Facts

  • Director Mark Templeton sold 5,000 shares total (~$986K) in four open-market trades on September 8, 2026
  • CFO Chantelle Breithaupt sold 612 shares (~$120K) on September 1, 2026
  • President/CTO Kenneth Duda had two non-cash 'Other' transactions of 200,000 and 100,000 shares at $0 each — no economic signal
  • Total open-market sales of ~$1.1M represent ~0.0005% of ANET's $243.3B market cap — immaterial
  • No insider open-market purchases in the cluster

Financial Impact

Total insider open-market sales of approximately $1.1M, representing 0.0005% of market cap — trivial

insider_ownership

Risk Factors

  • Insider selling could accelerate if management sees headwinds in enterprise networking spending
  • No insider buying to signal confidence at current valuation

Market Snapshot

Exchange
NYSE
Sector
Computer Communications Equipment
Analyst Consensus
94% bullish (35 analysts)

Investment Themes

Software & IT

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-ANET-1789084878008
37 reports for ANET
Performance horizon
100% Hit rate 5 of 5 directional calls best @ T+60▲ +22.64%May 5, 2026
Filters
Rows
Reports for ANET — sortable, filterable
TypeNow
Sep 10, 2026
21d ago
Insider Cluster
NEUTRAL ★ 2/10
$199.59 $199.39▼ −0.10%▲ +0.12%$207.40 (+3.91%)
Sep 3, 2026
28d ago
Insider Cluster
NEUTRAL ★ 3/10
$193.78 $187.81▼ −3.08%▼ −1.87%$207.40 (+7.03%)
Aug 31, 2026
4w ago
Insider Cluster
NEUTRAL ★ 2/10
$189.26 $192.93▲ +1.94%▲ +1.86%$207.40 (+9.58%)
Aug 31, 2026
4w ago
Insider Cluster
NEUTRAL ★ 2/10
$189.26 $192.93▲ +1.94%▲ +1.86%$207.40 (+9.58%)
Aug 27, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$195.38 $193.78▼ −0.82%▼ −0.93%$207.40 (+6.15%)
Aug 25, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$202.25 $186.10▼ −7.99%▼ −7.87%$207.40 (+2.55%)
Aug 14, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$201.80 $188.15▼ −6.76%▼ −5.57%$207.40 (+2.78%)
Aug 10, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$197.85 $193.18▼ −2.36%▼ −1.96%$207.40 (+4.83%)
Aug 7, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$191.52 $201.80▲ +5.37%▲ +5.41%$207.40 (+8.29%)
Aug 6, 2026
8w ago
144
NEUTRAL ★ 4/10
$188.67 $198.82▲ +5.38%▲ +4.98%$207.40 (+9.93%)
Showing 10 of 37

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Report published Sep 11, 2026