ARROW ELECTRONICS, INC. (ARW)

AI-Powered SEC Filing Analysis

Insider Trading Filed: 2026-05-14

Key Insights

  • Director Mary T. McDowell acquired 967.94 restricted stock units (RSUs) on May 12, 2026, at $0 price, indicating a standard equity compensation award rather than discretionary open-market purchases.
  • The RSUs vest on the earlier of May 12, 2027, or one day prior to the 2027 annual shareholder meeting, with accelerated vesting upon death, disability, or involuntary termination without cause following a change of control—typical governance provisions for director compensation.
  • McDowell's total beneficial ownership stands at 5,638.38 shares following this transaction, representing a modest direct equity stake with no evidence of significant insider buying or selling activity that would signal strong conviction about the company's near-term direction.
Insider Trading Filed: 2026-05-14

Key Insights

  • Director Kerin Andrew Charles acquired 967.94 restricted stock units (RSUs) on May 12, 2026, at no cost, indicating a standard equity compensation award rather than open market purchase.
  • The RSU grant vests on the earlier of May 12, 2027 or one day before the 2027 annual shareholder meeting, with accelerated vesting provisions upon death, disability, or involuntary termination without cause following a change of control.
  • Following this transaction, the reporting person beneficially owns 14,490.48 shares of Arrow Electronics common stock directly, representing a modest equity stake consistent with director-level compensation.
  • The use of Stacey Metcalfe as attorney-in-fact to sign the filing suggests the director may be unavailable or delegating administrative filing responsibilities, which is standard practice.
Insider Trading Filed: 2026-05-14

Key Insights

  • Director Chen Lawrence Liren received an award of 967.94 restricted stock units (RSUs) on May 12, 2026, vesting on May 12, 2027 or one day prior to the 2027 annual shareholder meeting, with accelerated vesting upon death, disability, or involuntary termination without cause following a change of control.
  • The reporting person now holds a total of 3,288.75 shares in beneficial ownership following this transaction, combining the newly awarded 967.94 RSUs with 2,320.81 previously held RSUs that were reclassified from Table II to Table I reporting.
  • This transaction represents routine equity compensation for a board member rather than discretionary insider buying or selling, indicating continued alignment with shareholder interests through equity-based awards.
Insider Trading Filed: 2026-05-14

Key Insights

  • Director Steven Henry Gunby acquired 1,712.5 restricted stock units (RSUs) on May 12, 2026, at no cost as part of a compensation award, indicating ongoing equity incentive alignment with shareholders.
  • Total beneficial ownership increased to 20,676.18 shares following the RSU grant, reflecting a significant equity stake that aligns insider interests with company performance.
  • RSUs vest on May 12, 2027, or one day prior to the 2027 annual shareholder meeting (subject to continued service), with acceleration provisions for death, disability, or involuntary termination without cause post-change of control.
  • Reporting classification change from Table II (derivative securities) to Table I (direct securities) for RSU reporting starting with this filing indicates a reclassification but no material change to ownership structure.
Insider Trading Filed: 2026-05-14

Key Insights

  • Director Michael D Hayford acquired 967.94 RSUs on May 12, 2026, at no cost, representing a standard equity compensation award with vesting on May 12, 2027 or one day prior to the 2027 annual shareholder meeting.
  • Total beneficial ownership increased to 4,118.74 shares following the RSU grant, combining the newly awarded RSUs with 3,150.80 RSUs previously held, indicating cumulative insider equity stake building.
  • The reclassification of RSUs from Table II (derivatives) to Table I (non-derivative securities) suggests a change in reporting methodology but does not reflect a material change in Hayford's economic interest in the company.
  • RSU vesting includes accelerated provisions for death, disability, or involuntary termination without cause following a change of control, which is standard protective language for director compensation.
Insider Trading Filed: 2026-05-14

Key Insights

  • Director Gerry P. Smith acquired 967.94 RSUs on May 12, 2026, at no cost, representing a standard equity compensation award with vesting scheduled for May 12, 2027 or prior to the 2027 annual shareholder meeting.
  • Smith's total beneficial ownership of ARW common stock (including RSUs) is now 9,534.34 shares, indicating a modest insider stake that suggests confidence in the company but not a significant personal investment.
  • The Form 4 reflects a reporting classification change where RSUs are now reported in Table I (non-derivative securities) instead of Table II, streamlining the presentation of equity compensation but not indicating a material change in ownership position.
Insider Trading Filed: 2026-05-14

Key Insights

  • Director Carol P. Lowe received 967.94 RSUs on May 12, 2026, with vesting scheduled for May 12, 2027 or one day before the 2027 annual shareholder meeting, indicating standard equity compensation for board members.
  • Total beneficial ownership of common stock/RSUs increased to 8,004.35 shares following this transaction, with 7,036.41 RSUs previously held, reflecting meaningful accumulated equity stake in the company.
  • The filing represents a reclassification of RSU reporting from Table II (derivatives) to Table I (non-derivatives), suggesting a change in accounting treatment but no actual change in beneficial ownership structure.
  • Immediate vesting provisions in case of death, disability, or involuntary termination without cause following a change of control provide standard downside protections typical for director-level equity awards.
Insider Trading Filed: 2026-02-24

Key Insights

  • The reporting person, Jean-Claude Carine Lamercie, executed 2,187 stock options at $73.86 and 1,891 stock options at $81.95, and subsequently sold 2,187 and 1,891 shares respectively at $160 per share.
  • The reporting person's net holdings decreased from 17,813 shares to 15,626 shares, indicating some insider selling activity.
  • The reporting person holds the role of SVP, CLCO and Secretary at Arrow Electronics, Inc., providing relevant context on the insider's position and decision to transact.
Insider Trading Filed: 2026-02-20

Key Insights

  • William F. Austen, the Interim President and CEO of Arrow Electronics, Inc., has acquired 3,960 shares of the company's common stock at an average price of $151.87 per share, increasing his direct beneficial ownership to 44,722.06 shares.
  • The transaction appears to be an open market purchase, indicating Austen's confidence in the company's future performance and alignment with shareholder interests.
  • Insider buying, especially by the company's top executive, is often viewed positively by investors as a signal of management's belief in the company's prospects.
Insider Trading Filed: 2026-02-12

Key Insights

  • Gretchen Zech, SVP and Chief Governance, Sustainability, and HR Officer, acquired 5,448 shares of Arrow Electronics, Inc. (ARW) common stock through a restricted stock unit (RSU) award.
  • The RSU award will vest in four equal installments starting on February 10, 2027, indicating a long-term incentive structure for the executive.
  • Insider ownership by Gretchen Zech has increased to 50,076 shares, suggesting her commitment to the company's long-term success.
Insider Trading Filed: 2026-02-12

Key Insights

  • Eric Nowak, the President of Global ECS at Arrow Electronics, acquired 6,409 shares of the company's common stock through a restricted stock unit grant, increasing his direct ownership to 48,543 shares.
  • The restricted stock units will vest in four equal installments over the next four years, aligning Nowak's incentives with long-term shareholder value creation.
  • Insider buying, such as this grant to a key executive, can be a positive signal of management's confidence in the company's future prospects.
Insider Trading Filed: 2026-02-12

Key Insights

  • The reporting person, Richard John Marano, acquired 6,409 shares of Arrow Electronics, Inc. common stock on February 10, 2026. This suggests the President of the Global Components segment has confidence in the company's future performance.
  • The shares were granted as restricted stock units (RSUs) that will vest in four equal installments starting February 2027. This indicates the company is incentivizing long-term alignment between management and shareholders.
  • The reporting person now holds 27,398 shares of the company's common stock directly, representing an increased stake in the business.
Insider Trading Filed: 2026-02-12

Key Insights

  • Jean-Claude Carine Lamercie, the SVP, CLCO and Secretary, acquired 3,204 shares of common stock in Arrow Electronics, Inc. (ARW) on February 10, 2026.
  • The shares were acquired as restricted stock units (RSUs) that will vest in four equal installments starting February 10, 2027 and annually thereafter.
  • This insider acquisition suggests Lamercie's confidence in the company's future prospects and aligns their interests with shareholders.
Insider Trading Filed: 2026-02-12

Key Insights

  • The reporting person, Brandon Michael Brewbaker, acquired 480 shares of common stock in Arrow Electronics, Inc. (ARW) on February 10, 2026, indicating insider buying activity.
  • The shares were acquired as part of a restricted stock unit (RSU) award, which will vest in four equal installments starting February 10, 2027, aligning the reporting person's interests with long-term shareholder value creation.
  • This transaction increases the reporting person's direct ownership in the company to 5,741 shares, suggesting continued confidence in the company's prospects.
Insider Trading Filed: 2026-02-12

Key Insights

  • Rajesh K. Agrawal, the SVP and Chief Financial Officer of Arrow Electronics, Inc. (ARW), has acquired 7,370 shares of the company's common stock at $0 per share, increasing his direct beneficial ownership to 60,540 shares.
  • The restricted stock unit (RSU) award to Agrawal is part of the company's equity compensation plan, with the RSUs vesting in four equal installments starting from February 10, 2027.
  • Insider buying, such as this RSU award to a key executive, can be a positive signal of management's confidence in the company's long-term prospects.
Annual Report Filed: 2026-02-11

Key Insights

  • The company's revenue and cost of revenue have been relatively stable over the past 3 years, indicating a consistent operational performance.
  • Arrow Electronics has been actively restructuring its business, incurring related costs, which could impact its profitability in the short-term.
  • The company has a significant amount of non-current assets and liabilities on its balance sheet, suggesting a complex capital structure that requires close monitoring.
Current Report Filed: 2026-02-05

Key Insights

  • Arrow Electronics reported strong Q4 2025 earnings, with revenue and profit growth exceeding market expectations.
  • The company highlighted continued demand in the technology and industrial markets, indicating favorable business conditions.
  • Arrow's leadership team noted increased investments in automation and digitalization initiatives, positioning the company for future growth.

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Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.