ANET Arista Networks, Inc. Insider Trading

Jayshree Ullal (CEO) sold 13,809 shares for $2,141,003.68 on 2026-05-26 under 10b5-1 plan; holdings reduced 58.2%.

Jayshree Ullal, CEO and Chairperson, executed 4 separate sales totaling 13,809 shares for $2,141,003.68 on 2026-05-26 at an average blended price of $155.04, reducing her holdings from 23,726 to 9,917 shares (a -58.2% reduction in position size). This transaction is part of a pre-arranged 10b5-1 trading plan adopted on 2025-11-14, making it a scheduled, non-discretionary execution rather than a discretionary trade decision. The stock currently trades at $154.31, within its 52-week range of $83.86–$179.80. In the same-ticker history, Ullal's 5 prior sales at ANET on 2026-04-22 recorded 30-day returns of -13.1%, -13.6%, -13.1%, -13.6%, and -13.1%, and 90-day returns of -10.9%, -11.3%, -10.9%, -11.3%, and -10.9%. The company reported $2.7B in latest quarterly revenue with +28.6% annual revenue growth, supporting a $194.3B market cap, though the P/E of 52.31 reflects significant valuation relative to the $1.0B net income reported.

Andreas Bechtolsheim sells 220,000 shares at $154.50–$160.01, netting $34.5M; 10% owner retains 182.80M shares post-transaction

Andreas Bechtolsheim, a 10% owner of Arista Networks, executed 7 separate sales totaling 220,000 shares for $34,508,849.83 on 2026-05-26 across a price range of $154.50 to $160.01 with a blended average of $156.86. The transaction reduced his holdings by 0.1% (from 183.02M to 182.80M shares), a material but not dominant reduction in absolute terms. Per the FLAG, this activity is part of a pre-arranged 10b5-1 trading plan and is therefore scheduled, not discretionary. The current stock price of $154.31 has declined 10.5% over 30 days but is up 18.5% over 90 days, placing it 14.2% below the 52-week high of $179.80. Without discretionary timing information, the execution reflects a planned program rather than a response to current market or operational conditions.

10% owner Andreas Bechtolsheim sold 205,000 shares for $31,107,343.67 via scheduled 10b5-1 plan

Bechtolsheim executed 6 separate sales totaling 205,000 shares for $31,107,343.67 on 2026-05-22, reducing his position from 183,228,048 shares to 183,023,048 shares. This transaction was executed under a pre-arranged 10b5-1 trading plan, meaning it was scheduled rather than discretionary. The sales occurred across a range of prices from $149.68 to $154.16, with a blended average of $151.74, while the current market price stands at $154.31. The stock has declined 10.5% over 30 days and is -14.2% from its 52-week high of $179.80, despite posting 18.5% gains over the prior 90 days and strong fundamentals including Annual revenue growth of +28.6% and a P/E of 52.31.

Duda Kenneth (President/CTO) sold 58,000 shares for $8,124,913.88 via scheduled 10b5-1 plan; held 482,400 post-transaction

Duda Kenneth executed 15 separate sales totaling 58,000 shares at prices ranging from $139.41 to $143.23 on 2026-05-18 for a combined $8,124,913.88 under a pre-arranged 10b5-1 trading plan. His post-transaction holdings remain substantial at 482,400 shares. This is a scheduled transaction, not discretionary activity. The sales occur within the context of ANET trading -21.9% from its 52-week high of $179.80 and -15.8% over the 30-day period, against fundamentals showing $2.7B quarterly revenue, $1.0B net income, and 28.6% annual revenue growth at a 47.62 P/E ratio.