ANET Arista Networks, Inc.

NEUTRAL Impact: 3/10 144
Horizon days Filed May 22, 2026 Processed 23d 12h ago SEC 0001958244-26-000312
Form 144 — notice of proposed sale of securities
Latest settled — T+5d ⚠ clustered
ANET ▲ +10.96% at T+5d
NEUTRAL call ✓ call won +10.96% · α vs SPY +9.75% · entry $158.01 → $175.33
Next anchor: T+20d in 8d
Last close $163.24 (close Jun 12) · +3.31% from $158.01 entry
Entry anchored
May 22, 2026
via day open
T+1d
-2.34%
call -2.34% · α -2.35%
$154.31
settled 20d ago
T+5d
+10.96%
call +10.96% · α +9.75%
$175.33
settled 14d ago
T+20d
call — · α —
in 8d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Arista Networks co-founder and Chairman Andreas Bechtolsheim filed a Form 144 to sell 205,000 shares worth approximately $31.6 million, executed under a Rule 10b5-1 trading plan adopted on February 20, 2026. The sale is part of a pre-arranged plan and represents a modest portion of his likely holdings, but the dollar amount is material at current market cap of $187B.

Actionable Insight

This is a routine 10b5-1 plan sale by the co-founder, not a discretionary signal. The plan was adopted months ago (Feb 2026), and the sale is pre-scheduled. Monitor for actual execution via Form 4 filings, but no immediate trading action warranted. The stock's strong analyst consensus (91% bullish) and recent insider selling pattern (2 sells totaling $2.1M in 30d) suggest this is part of normal portfolio diversification.

Key Facts

  • Insider: Andreas Bechtolsheim (co-founder, Chairman, 10% stockholder)
  • Shares to sell: 205,000 shares of common stock
  • Estimated value: $31,576,150 (based on filing date)
  • Trading plan: Rule 10b5-1 plan adopted on February 20, 2026
  • Broker: Goldman Sachs & Co. LLC
  • Shares acquired from 2017-2019 via RSU compensation
  • Sale to be executed from the Bechtolsheim Family Trust

Financial Impact

$31.6 million proposed sale by co-founder, ~0.017% of market cap

insider holdingsfloat

Risk Factors

  • If the 10b5-1 plan was adopted near a price peak, it could indicate the insider views current valuation as full
  • Large insider sales, even under 10b5-1, can create overhang sentiment if they become frequent

Market Snapshot

Exchange
NYSE
Sector
Computer Communications Equipment
Analyst Consensus
91% bullish (34 analysts)

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
144 Filing (Primary)0001958244-26-000312
Document: 0001958244-26-000312-index.html0001958244-26-000312
Document: 0001958244-26-000312.txt0001958244-26-000312
20 reports for ANET
Performance horizon
100% Hit rate 5 of 5 directional calls best @ T+20▲ +18.57%May 5, 2026
Filters
Rows
Reports for ANET — sortable, filterable
Type Now
Jun 9, 2026
5d ago
Insider Cluster
NEUTRAL ★ 2/10
$152.53 awaiting T+1awaiting T+1$163.24 (+7.02%)
Jun 8, 2026
6d ago
Insider Cluster
NEUTRAL ★ 2/10
$156.99 awaiting T+1awaiting T+1$163.24 (+3.98%)
Jun 5, 2026
9d ago
144
NEUTRAL ★ 3/10
$153.06 awaiting T+1awaiting T+1$163.24 (+6.65%)
Jun 4, 2026
10d ago
144
NEUTRAL ★ 4/10
$159.46 awaiting T+1awaiting T+1$163.24 (+2.37%)
Jun 3, 2026
11d ago
Insider Cluster
NEUTRAL ★ 3/10
$166.01 $154.27▼ −7.07%▼ −4.47%$163.24 (−1.67%)
May 28, 2026
17d ago
Insider Cluster
NEUTRAL ★ 2/10
$159.47 $170.68▲ +7.03%▲ +6.77%$163.24 (+2.36%)
May 28, 2026
17d ago
Insider Cluster
NEUTRAL ★ 3/10
$159.47 $170.68▲ +7.03%▲ +6.77%$163.24 (+2.36%)
May 27, 2026
18d ago
Insider Cluster
NEUTRAL ★ 3/10
$155.27 $159.47▲ +2.71%▲ +2.47%$163.24 (+5.13%)
May 26, 2026
19d ago
Insider Cluster
NEUTRAL ★ 2/10
$154.31 $155.27▲ +0.62%▲ +0.07%$163.24 (+5.79%)
May 26, 2026
19d ago
144
NEUTRAL ★ 4/10
$154.31 $155.27▲ +0.62%▲ +0.07%$163.24 (+5.79%)
Showing 10 of 20

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