ARW ARROW ELECTRONICS, INC.

NEUTRAL Impact: 3/10 Insider Cluster (2 insiders)
Horizon weeks Filed May 22, 2026 Processed 18d 10h ago
Insider cluster: 2 insiders, $4.1M total
Latest settled — T+5d ⚠ clustered
ARW ▲ +2.82% at T+5d
NEUTRAL call ✓ call won +2.82% · α vs SPY +1.61% · entry $221.89 → $228.14
Next anchor: T+20d in 13d
Last close $219.63 (close Jun 8) · -1.02% from $221.89 entry
Entry anchored
May 22, 2026
via day open
T+1d
-2.42%
call -2.42% · α -2.43%
$216.53
settled 15d ago
T+5d
+2.82%
call +2.82% · α +1.61%
$228.14
settled 9d ago
T+20d
—
call — · α —
—
in 13d
T+60d
—
call — · α —
—
in 2mo

Price Chart

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Executive Summary

Two ARW insiders (SVP Gretchen and President Nowak) sold a total of $4.13M in open-market sales over two days, representing ~0.04% of market cap. While non-trivial in absolute dollars, the sales are proportional to market cap and lack signs of coordinated bearish conviction — one seller is the HR chief and the other a division head. The cluster is being sold into a backdrop of bearish analyst consensus (85% Hold/Sell) and prior insider selling activity ($4.1M in 30d), but the dollar amount does not exceed the routine proportionality threshold to warrant a bearish call.

Key Financial Metrics

Direction
selling
Total Value
$4.1M
Insiders
2

Actionable Insight

The dollar magnitude is too small relative to market cap to justify a bearish read. The cluster does not signal informed selling — one officer is in a support function (HR) and the other in a line of business. Given the bearish analyst backdrop, traders should watch for earnings or guidance catalysts rather than over-interpret this routine liquidity-driven selling. No tradeable signal here.

Key Facts

  • Total insider sales: $4.13M (16,000 + 3,473 shares) across 2 insiders in 2-day window
  • SVP Zech Gretchen sold $3.39M; President Eric Nowak sold $733K
  • Sales represent ~0.04% of $10.9B market cap — below 0.1% materiality floor
  • Analyst consensus is 85% Hold/Sell; prior 30d insider activity was also selling ($4.1M)
  • No open-market purchases detected in the cluster; all transactions are open-market sales

Financial Impact

Not specified

Risk Factors

  • Selling pattern may continue if analyst downgrades or guidance revision materialize
  • Underwhelming demand environment for electronic components could pressure ARW

Market Snapshot

Exchange
NYSE
Sector
Wholesale-Electronic Parts & Equipment, NEC
Analyst Consensus
15% bullish (13 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-ARW-1779481496606
2 reports for ARW
Performance horizon
Filters
Rows
Reports for ARW — sortable, filterable
Type Now
May 22, 2026
18d ago
Insider Cluster
NEUTRAL ★ 2/10
$221.89 $228.14▲ +2.82%▲ +1.61%$219.63 (−1.02%)
May 22, 2026
18d ago
Insider Cluster
NEUTRAL ★ 3/10
$221.89 $228.14▲ +2.82%▲ +1.61%$219.63 (−1.02%)
Showing 2 of 2

US Market Status

Market Closed — Opens in 6h 7m

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