Monitor for any upcoming 8-K or earnings pre-announcement that may have prompted the CEO's largest disclosed sale. The absence of a 10b5-1 plan increases the likelihood of informational selling; a subsequent negative catalyst (e.g., guidance cut or customer loss) would confirm the signal.
Price Chart
Executive Summary
Two top executives at Arista Networks — CEO Jayshree Ullal and President/CTO Kenneth Duda — sold a combined $2.19M in open-market sales over a one-week window. The CEO's $1.89M sale is the dominant trade; at ~0.67% of the company's $326M market cap (per snapshot), the cluster is modest in proportionality and lacks a 10b5-1 plan indication, but the absence of plan disclosure and the C-suite involvement warrant a mildly bearish read.
Key Financial Metrics
Key Facts
- CEO Jayshree Ullal sold 8,900 shares at ~$211.40 for $1.89M on 2026-09-25
- President/CTO Kenneth Duda sold 1,500 shares at ~$201.70 for $299K on 2026-09-21
- Total insider sales: $2.19M, representing ~0.67% of the $326M market cap
- No 10b5-1 plan indication noted for either sale
- Both sales are open-market (code S) — not tax-withholding or vesting-related
Financial Impact
Total insider selling of $2.19M, ~0.67% of market cap
Risk Factors
- CEO sale may signal concern about near-term business outlook or valuation
- Lack of 10b5-1 plan raises risk of informed selling ahead of negative news
- Cluster sales by two top executives amplify the bearish signal vs. a single insider
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-ANET-1790723124787 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 7d ago | 144 | $184.33 | awaiting T+20 | — | $187.00 (+1.45%) |
Oct 13, 2026 13d ago | Insider Cluster | $195.42 | awaiting T+20 | — | $187.00 (−4.31%) |
Oct 9, 2026 18d ago | 144 | $210.88 | awaiting T+20 | — | $187.00 (+11.32%) |
Oct 8, 2026 19d ago | 144 | $216.74 | awaiting T+20 | — | $187.00 (−13.72%) |
Oct 7, 2026 20d ago | 144 | $210.97 | awaiting T+20 | — | $187.00 (−11.36%) |
Oct 6, 2026 21d ago | 144 | $215.83 | awaiting T+20 | — | $187.00 (−13.36%) |
Oct 6, 2026 21d ago | 144 | $215.83 | awaiting T+20 | — | $187.00 (+13.36%) |
Oct 5, 2026 21d ago | Insider Cluster | $215.36 | awaiting T+20 | — | $187.00 (+13.17%) |
Sep 29, 2026 27d ago | Insider Cluster | $203.59 | awaiting T+20 | — | $187.00 (+8.15%) |
Sep 23, 2026 4w ago | Insider Cluster | $205.70 $171.07 | ▲ +16.84% | ▲ +16.42% | $187.00 (+9.09%) |
US Market Status
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