ANET Arista Networks, Inc. Insider Trading

10% owner Bechtolsheim sells 300,000 shares for $54.2M at blended $180.77; part of scheduled 10b5-1 plan

Andreas Bechtolsheim, a 10% owner of Arista Networks, executed 10 separate sales totaling 300,000 shares for $54,231,398.93 on 2026-07-14 at prices ranging from $176.18 to $185.00, with a blended average price of $180.77. This transaction is part of a pre-arranged 10b5-1 trading plan and therefore represents scheduled selling activity rather than discretionary market timing. Post-transaction, Bechtolsheim retains 181,743,048 shares, representing a -0.2% reduction from his prior 182,043,048 shares held. The current stock price of $168.56 reflects an -11.2% decline from the 52-week high of $189.82, placing the execution prices notably above current levels.

CEO Jayshree Ullal sold 234,578 shares for $43.9M on 2026-07-10 under 10b5-1 plan; retains 17.16M shares post-sale

Jayshree Ullal executed three separate sales totaling 234,578 shares (234.6K shares) for $43,907,277.89 ($43.9M) at $187.18 per share on 2026-07-10, reducing her holdings by 1.3% to 17,155,010 shares (17.16M shares). This transaction is part of a pre-arranged 10b5-1 trading plan adopted on 2025-11-14, meaning the sale was scheduled and not discretionary. At the time of sale, the stock was trading near its 52-week high; the current price of $181.15 reflects a -4.6% decline from the 52-week high of $189.82. The company carries a 61.41 P/E with $2.7B quarterly revenue and recent 28.6% annual revenue growth, indicating a mature, high-growth profile at a premium valuation. The scheduled nature of the sale, combined with Ullal's substantial remaining stake, provides limited visibility into forward sentiment.

CEO Jayshree Ullal sold 242,422 shares for $45,616,220.02 via 9 transactions on 2026-07-09 under 10b5-1 plan

Jayshree Ullal, CEO and Chairperson of Arista Networks, executed 9 separate sales totaling 242,422 shares for $45,616,220.02 on 2026-07-09, with a blended average price of $188.17. This activity is part of a pre-arranged 10b5-1 trading plan adopted on 2025-11-14, meaning the sales were scheduled rather than discretionary. Post-transaction, Ullal retains 17,315,812 shares, representing a -1.4% net change from prior holdings of 17,558,234 shares. The current stock price of $181.15 reflects a -4.6% decline from the 52-week high of $189.82; notably, the transaction execution prices of $187.31–$189.18 align with the upper end of the 52-week range, while the current price is meaningfully below those execution prices. Arista's fundamentals remain strong with annual revenue growth of +28.6%, net income of $1,022,900,000.00, and a market cap of $228,104,549,721.95, though the P/E of 61.41 reflects elevated valuation multiples typical of high-growth technology.

Bechtolsheim (10% owner) sold 240,000 shares for $39.0M on 2026-07-02 via 10b5-1 plan

Andreas Bechtolsheim executed 11 separate sales totaling 240,000 shares for $39,040,875.61, with prices ranging from $157.24 to $166.34 and a blended average price of $162.67. The transaction was conducted pursuant to a pre-arranged 10b5-1 trading plan, making it scheduled rather than discretionary. Post-transaction, Bechtolsheim retains 182,043,048 shares, a reduction of 0.1% from his pre-transaction holdings, indicating this represents a modest portfolio adjustment rather than a material stake reduction. The stock currently trades at $166.46, +7.9% over 30 days and +14.7% over 90 days, reflecting recent upward momentum in the security.

10% owner Bechtolsheim sells 260,000 shares for $42.7M via 10b5-1 plan on 2026-07-01

Andreas Bechtolsheim, a 10% shareholder at Arista Networks, executed 12 separate sales totaling 260,000 shares for $42,696,873.38 on 2026-07-01 under a pre-arranged 10b5-1 trading plan. The sales ranged from $160.67 to $170.27, with a blended average of $164.22, while the current price stands at $173.28. Because this transaction is scheduled under a 10b5-1 plan rather than discretionary, it represents a pre-programmed portfolio adjustment rather than a tactical or responsive decision. Post-transaction, Bechtolsheim retained 182,283,048 shares (182.28M shares), representing a -0.1% reduction in his holdings. The stock has appreciated +12.3% over the prior 30 days and +29.7% over the prior 90 days, and remains near its 52-week high at -3.6% below the peak of $179.80.

Director Giancarlo sells 8,000 shares at avg $167.06 under 10b5-1 plan; retains 192.3K post-transaction

Charles H Giancarlo, a Director at Arista Networks, executed 9 separate sales totaling 8,000 shares for $1,336,473.87 on July 1, 2026, with a blended average price of $167.06. This sale reduces his holdings by 4.0% to 192.3K shares, but is part of a pre-arranged 10b5-1 trading plan, meaning it is scheduled rather than discretionary. The current stock price of $173.28 is 3.6% below the 52-week high of $179.80, and the stock has appreciated 12.3% over the past 30 days and 29.7% over the past 90 days. Giancarlo's prior five trades at ANET (all in June 2026) showed mixed near-term returns ranging from +2.7% to -2.5% at the 30-day mark, with no 90-day outcomes yet measurable. The underlying company reports strong fundamentals: $2.7B revenue, $1.0B net income, 28.6% annual revenue growth, and a $218.2B market cap.

Kenneth Duda (President, CTO) sold 43,333 shares at ANET for $7,428,233.22 on 2026-06-22 via scheduled 10b5-1 plan.

Kenneth Duda executed 27 separate sales totaling 43,333 shares for $7,428,233.22 on 2026-06-22 at prices ranging from $167.35 to $175.04, reducing his holdings from 515,733 to 472,400 shares. This transaction is part of a pre-arranged 10b5-1 trading plan, meaning it was scheduled rather than discretionary. The blended average sale price of $171.42 compares to a current price of $161.74, representing a -10.0% gap from the 52-week high of $179.80. His prior trades at ANET showed 30-day returns of +15.2% to +18.3%, though 90-day outcomes for those sales remain unmeasurable. The fundamental backdrop shows strong revenue growth at +28.6% annually and substantial profitability ($1.0B net income on $2.7B quarterly revenue), though the stock trades at a P/E of 54.83.

10% owner Andreas Bechtolsheim sells 260,000 ANET shares for $43.0M via scheduled 10b5-1 plan on 2026-06-15

Andreas Bechtolsheim executed 6 separate sales totaling 260,000 shares for $43,049,017.96 across a blended average price of $165.57, reducing his post-transaction holdings to 182,543,048 shares—a 0.1% reduction from his prior 182,803,048 shares. This transaction is part of a pre-arranged 10b5-1 trading plan and therefore scheduled rather than discretionary. The sales occurred at prices ranging from $164.06 to $168.72 per share, while the current market price stands at $164.93, situating the executed prices near current levels. Arista Networks shows strong fundamentals with $2.7B in quarterly revenue, $1.0B in net income, 28.6% annual revenue growth, and a market cap of $207.7B, though the P/E of 55.91 reflects elevated valuation. The filing alone does not support inferences about conviction or sentiment—it represents a scheduled execution without discretionary timing elements.

10% owner Andreas Bechtolsheim sells 220,000 shares at blended $157.93 for $34.7M on 2026-06-05, reducing stake by 66.3%

On 2026-06-05, Bechtolsheim executed 9 separate sales totaling 220,000 shares for $34,743,811.55, reducing his holdings from 331,848 shares to 111,848 shares. This transaction is part of a pre-arranged 10b5-1 trading plan, meaning it was scheduled, not discretionary. Bechtolsheim's prior five sales at ANET (all on 2026-05-26) showed mixed post-execution returns: -3.6%, -0.2%, -0.7%, -1.4%, and -2.0% over 90 days. ANET fundamentals remain strong with $2.7B revenue, $1.0B net income, and 28.6% annual growth, though the stock trades at a P/E of 53.02 and has appreciated 10.3% in the past 30 days and 12.0% over 90 days. Since this sale is governed by a scheduled plan rather than discretionary timing, focus should center on the sustained scale of the divestiture (a two-thirds reduction in a 10% ownership stake) and its signal in the context of recent appreciation.

Arista 10% owner Bechtolsheim sells 240,000 shares for $39.1M via scheduled 10b5-1 plan on 2026-06-04

Andreas Bechtolsheim, a 10% owner of Arista Networks, executed 11 separate sales totaling 240,000 shares for $39,135,435.93 at a blended average price of $163.06 on 2026-06-04. This transaction is part of a pre-arranged 10b5-1 trading plan, meaning it was scheduled rather than discretionary. The sales reduce his holdings from 571,848 shares to 331,848 shares, representing a 42.0% reduction in his non-derivative stake. Stock performance context shows ANET trading at $156.40 currently (13.0% below the 52-week high) while the company reports strong fundamentals with $2.7B quarterly revenue, $1.0B net income, and 28.6% annual revenue growth, commanding a P/E of 53.02. His prior 5 same-ticker sales at this company on 2026-05-26 showed mixed post-transaction performance ranging from -0.2% to -3.6% over both 30-day and 90-day periods.