ANET Arista Networks, Inc.
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
Actionable Insight
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.
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
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 | ||||
|---|---|---|---|---|---|
|
Jun 9, 2026
5d ago
|
Insider Cluster
| $152.53 awaiting T+1 | awaiting T+1 | — | $163.24 (+7.02%) |
|
Jun 8, 2026
6d ago
|
Insider Cluster
| $156.99 awaiting T+1 | awaiting T+1 | — | $163.24 (+3.98%) |
|
Jun 5, 2026
9d ago
|
144
| $153.06 awaiting T+1 | awaiting T+1 | — | $163.24 (+6.65%) |
|
Jun 4, 2026
10d ago
|
144
| $159.46 awaiting T+1 | awaiting T+1 | — | $163.24 (+2.37%) |
|
Jun 3, 2026
11d ago
|
Insider Cluster
| $166.01 $154.27 | ▼ −7.07% | ▼ −4.47% | $163.24 (−1.67%) |
|
May 28, 2026
17d ago
|
Insider Cluster
| $159.47 $170.68 | ▲ +7.03% | ▲ +6.77% | $163.24 (+2.36%) |
|
May 28, 2026
17d ago
|
Insider Cluster
| $159.47 $170.68 | ▲ +7.03% | ▲ +6.77% | $163.24 (+2.36%) |
|
May 27, 2026
18d ago
|
Insider Cluster
| $155.27 $159.47 | ▲ +2.71% | ▲ +2.47% | $163.24 (+5.13%) |
|
May 26, 2026
19d ago
|
Insider Cluster
| $154.31 $155.27 | ▲ +0.62% | ▲ +0.07% | $163.24 (+5.79%) |
|
May 26, 2026
19d ago
|
144
| $154.31 $155.27 | ▲ +0.62% | ▲ +0.07% | $163.24 (+5.79%) |
US Market Status
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