The insider selling is routine in size and likely reflects pre-planned diversification or tax management. Monitor for any unusual acceleration in selling volume or C-suite participation beyond this cluster. The 100% win rate on prior ANET reports suggests the stock has been resilient to insider selling patterns.
Price Chart
Executive Summary
A cluster of insider selling at Arista Networks over the past week, totaling $4.99M in open-market sales. The CEO, CFO, and a 10% owner all sold shares, with the largest sale ($4.25M) by the 10% owner. While the dollar amount is modest relative to ANET's $234.7B market cap (~0.002%), the participation of the CEO and CFO in the same window is notable. The cluster is predominantly selling, but the total value is trivial relative to market cap, suggesting routine portfolio diversification rather than a bearish signal.
Key Financial Metrics
Key Facts
- CEO Jayshree Ullal sold 3.3K shares for $627K on 2026-08-25
- 10% owner Andreas Bechtolsheim sold 20.9K shares for $4.25M on 2026-08-27
- CFO Chantelle Breithaupt sold 612 shares for $120K on 2026-09-01
- Total open-market sales: $4.99M, representing ~0.002% of ANET's $234.7B market cap
- CTO Kenneth Duda had non-cash transactions (OTHER) on 2026-08-28 with zero economic value
Financial Impact
Total insider sales of $4.99M, trivial relative to $234.7B market cap
Risk Factors
- Insider selling could accelerate if the stock continues to appreciate
- CEO and CFO selling in the same window may raise questions if it becomes a recurring pattern
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-1788476498338 |
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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