Arora Nikesh

Palo Alto Networks CEO Nikesh Arora bought 68,085 shares for $9,999,976.89, increasing holdings 24.7% to 343,394 shares

CEO Nikesh Arora executed two purchases totaling 68,085 shares for $10.0M at a blended average price of $146.87 on 2026-03-27, expanding his stake by 24.7% from 275,309 to 343,394 shares. The transaction occurred near the current price of $147.02 and within the 52-week trading range, but the stock is -33.6% from its 52-week high and -22.0% over the past 90 days. His same-ticker history at PANW shows a distinct prior pattern: all 5 prior trades were sells executed on 2025-09-23, and all 5 of those sales were well-timed at the 90-day horizon (posting negative 90-day returns ranging from -6.7% to -8.7%). This buy represents a reversal in his prior trading behavior at this ticker and occurs in an environment where the stock has declined significantly from recent peaks, warranting examination of whether fundamental or valuation factors have shifted his outlook.

Palo Alto CEO Nikesh Arora sold 846,408 shares for $172.7M on 2025-09-23 at avg $204.06, reducing holdings 75.5%

Nikesh Arora, CEO of Palo Alto Networks, executed 7 separate sales on 2025-09-23 totaling 846.4K shares for $172.7M, reducing his holdings from 1.12M to 275.0K shares—a 75.5% reduction. The sales occurred at prices ranging from $203.10 to $208.35, near the stock's 52-week high of $208.28, suggesting execution against resistance. His prior 5 trades at PANW (all April 2025 sales) showed positive 90-day returns in every instance—ranging from +17.0% to +20.4%—indicating those prior sales did not precede subsequent stock declines. While current price of $200.70 is -3.6% from the 52-week high and the stock has gained +8.8% over the past 30 days, the timing of this high-volume liquidation relative to technical levels and historical execution patterns warrants scrutiny of whether any material developments are pending.

PANW CEO Arora sold 788.4K shares for $133.3M across 18 transactions (Apr 1–3), reducing holdings 71.3% to 317.6K shares.

CEO Nikesh Arora executed 18 separate sales totaling 788,396 shares for $133,328,069.73 over three trading days (April 1–3, 2025), at a blended average price of $169.11. This filing represents a dramatic reduction: his pre-transaction holdings of 1,105,967 shares decreased by 71.3% to a post-transaction position of 317,571 shares. The sale occurred as the stock traded near recent resistance (current price $165.17 is -20.7% from its 52-week high of $208.28 and -10.4% over 30 days), and while the company posted solid fundamentals (FY revenue growth of +16.5%, net income of $267,300,000.00 on revenue of $2,257,400,000.00), the P/E of 87.39 reflects elevated valuation expectations. His cross-ticker track record shows 20 prior sells averaging a -9.2% 30-day return; his five prior transactions at PANW included four recent sells (March 5) with outcomes not yet measurable, and one March 4 sell that has returned -8.9% at the 30-day mark. The magnitude and pace of this week-long liquidation in a compressed window warrants investor scrutiny of any concurrent disclosures, proxy filings, or company announcements that might illuminate the timing and motivation.

PANW CEO Nikesh Arora sold 69,947 shares for $12,699,391.61 on 2025-03-05; holds 1,044,113 post-sale.

Nikesh Arora, PANW's Chief Executive Officer, executed 4 separate sales on March 5, 2025, totaling 69,947 shares (69.9K shares) for $12,699,391.61 at a blended average price of $181.56. The sales represent a -6.3% reduction in his pre-transaction holdings of 1,114,060 shares. At the current price of $180.93, the stock trades -13.1% from its 52-week high of $208.28 and is down 10.8% over the past 90 days. Notably, Arora executed 5 separate sales at PANW on 2025-03-04, the day immediately prior, suggesting sustained liquidation activity. His cross-ticker track record shows 20 prior open-market sells, but outcomes at this specific ticker have not yet become measurable. The timing and scale of these consecutive daily sales warrant observation as the company faces a high P/E valuation of 95.73 against recent price momentum headwinds.

CEO Nikesh Arora sold 718,449 shares ($132.8M) at PANW across 20 transactions over 2 days, reducing holdings by 39.8%.

Nikesh Arora executed 20 separate sales totaling 718,449 shares for $132,772,054.06 (blended average $184.80) on March 3–4, 2025. This represents a substantial reduction—39.8% of his pre-transaction holdings fell from 1,805,120 shares to 1,086,671 shares. The multi-tranche structure over two consecutive days, with prices ranging from $179.56 to $193.46, suggests a systematic liquidation rather than a single discrete transaction. The current price of $184.28 sits -11.5% from the 52-week high of $208.28 and has declined 8.6% over 90 days, positioning this sale within a period of near-term weakness. His cross-ticker track record shows a +2.6% average 30-day return on prior sells, but no prior trades at PANW meet the 90-day measurement window, limiting direct historical comparison at this specific security.

PANW CEO Nikesh Arora sells 788,396 shares across 9 transactions on 2025-02-03/04 for $143,806,786.50; post-sale holdings 1,086,404 shares (-42.1%)

Nikesh Arora executed 9 separate sales totaling 788,396 shares for $143,806,786.50 on 2025-02-03 and 2025-02-04, reducing his holdings by 42.1% from 1,874,800 to 1,086,404 shares. The sales occurred at prices ranging from $180.77 to $184.23, with a blended average of $182.40, slightly below the current price of $186.85. His prior sales at PANW on 2025-01-06 (5 separate transactions) all show positive 30-day returns (+2.2% to +5.4%), suggesting recent price momentum has not consistently rewarded his prior sales timing. His cross-ticker track record shows 20 prior sells with a well-timed rate of 100.00% at the 90-day horizon, but the same-ticker history at PANW has no completed 90-day outcomes yet, so predictive value at this ticker remains unestablished. The scale and timing of this multi-tranche liquidation merit investor attention given his CEO role and the material reduction in his stake.

CEO Nikesh Arora sold 788.4K PANW shares for $143.1M across 16 transactions Jan 2–6, reducing stake 42.1% to 1.09M shares

CEO Nikesh Arora executed 16 separate sales totaling 788,404 shares for $143,093,378.29 across January 2–6, 2025, at prices ranging from $177.32 to $184.48, with a blended average of $181.50. This reduction cut his holdings by 42.1% from 1.87M to 1.09M shares. The magnitude and concentration of the sale in a narrow price band during a period when PANW traded down 11.6% over 30 days, combined with his cross-ticker track record showing a 100% well-timed sell rate (avg 90d return -43.5%), suggests this was a material capital reallocation by the company's top executive. At the same ticker, his prior September 2024 sale was also well-timed, with a -42.7% 90-day return, establishing a pattern of executed sells that preceded subsequent declines. Investors should note the scale of this divestiture relative to his remaining stake and track whether this signals strategic repositioning or confidence in near-term value realization at current levels.

CEO Nikesh Arora sold 81,586 shares of PANW for $30,022,832.07 on Oct 10, 2024 at blended avg $367.99

Nikesh Arora, CEO of Palo Alto Networks, executed 4 separate sales on 2024-10-10 totaling 81,586 shares for $30,022,832.07, reducing his holdings by 11.7% from 700,301 to 618,715 shares. The transaction occurred at prices ranging from $366.54 to $369.19, well above the current market price of $187.22—representing a transaction premium of approximately 96% relative to today's pricing. This substantial single-day reduction in CEO equity stake at the company's peak valuation relative to current levels is noteworthy given Arora's prior sales at this ticker on 2024-09-04, which have underperformed by approximately -49.6% to -50.3% on a 30-day basis. The company's fundamentals remain solid with $1,984,800,000 in quarterly revenue and positive 16.5% annual growth, yet the outsized transaction size and timing warrant examination of Arora's broader portfolio management strategy at this holding.

PANW CEO Nikesh Arora sold 66,666 shares for $22.9M across 9 transactions on 2024-09-04 at avg $342.98/share

Nikesh Arora, the CEO of Palo Alto Networks, executed 9 separate sales on 2024-09-04 totaling 66,666 shares for $22,865,308.92, reducing his holdings from 706,660 shares to 639,994 shares (a -9.4% reduction). The sales occurred at prices ranging from $338.85 to $346.49, with a blended average of $342.98. This is the third sell transaction in less than a month, following prior sales on 2024-08-20 (3 separate sales) and 2024-08-13, suggesting an ongoing systematic reduction of position. The current stock price of $167.91 is substantially lower than the transaction prices (down 51.1% from the $342.98 blended average), meaning these sales occurred near what has proven to be a local peak relative to current valuation. Arora's cross-ticker track record shows a 100% well-timed rate across 20 prior sells with an average 90-day return of -53.4%, indicating a historically strong pattern of selling before declines, though the timing outcome at PANW specifically remains to be determined as the outcomes from recent PANW sales are not yet measurable.

CEO Nikesh Arora sells 163,174 shares at blended avg $367.36 for $59.9M on 2024-08-20

Arora executed 4 separate sales totaling 163,174 shares for $59,943,427.60 on 2024-08-20, reducing his holdings by -20.3% from 803.2K to 640.0K shares. The sales occurred near the 52-week high ($188.45), with the current price now at $174.74 (-7.3% from peak). Arora's cross-ticker track record shows a well-timed rate of 100.00% across 20 prior sells with average 90-day return of -52.8%, but at this specific ticker (PANW) his measurable timing outcomes are limited: two 2024-07-01 sales showed 30-day declines of -52.0% and -51.5%, while three 2024-08-13 sales remain unmeasured. The scale of this disposition—nearly $60M in a single-day filing by the CEO during a period of strong company fundamentals (25.3% annual revenue growth, $2.0B latest quarter revenue, net income $278.8M)—reflects a substantial liquidation against a backdrop of mixed near-term timing results at this specific ticker.