{"scope": "industry", "title": "Electronics & Computer Distribution", "sector": "Technology", "industry": "Electronics & Computer Distribution", "intelligence": {"score": 23, "label": "Concentrated distribution", "tone": "negative", "stance": "Review exposure and filing context", "brief": "Priced common-share disposals are concentrated enough to warrant review, but they are not treated as a standalone bearish forecast.", "confidence": 82, "confidence_label": "Deep evidence", "filings": 164, "companies": 6, "insiders": 40, "signal_events": 111, "acquisition_events": 8, "disposal_events": 103, "acquisition_share": 7.2, "disposal_share": 92.8, "acquisition_value": 5875325.4682, "disposal_value": 38994565.98, "net_value": -33119240.5118, "acquisition_value_label": "$5.9M", "disposal_value_label": "$39.0M", "net_value_label": "-$33.1M", "data_quality": 68, "priced_common_share": 68, "latest_date": "2026-09-04", "latest_signal_date": "2026-09-04", "oldest_date": "2026-06-23", "evidence_classes": [{"key": "common_equity", "label": "Common equity", "count": 145, "bar_width": 100.0}, {"key": "equity_award", "label": "Equity compensation", "count": 13, "bar_width": 9.0}, {"key": "derivative", "label": "Options and derivatives", "count": 6, "bar_width": 4.1}, {"key": "other", "label": "Other securities", "count": 0, "bar_width": 0.0}], "roles": [{"label": "Director", "count": 68, "bar_width": 100.0}, {"label": "Large holder", "count": 29, "bar_width": 42.6}, {"label": "Other executive", "count": 28, "bar_width": 41.2}, {"label": "CEO and chair", "count": 23, "bar_width": 33.8}, {"label": "Finance leadership", "count": 13, "bar_width": 19.1}, {"label": "Other or unspecified", "count": 3, "bar_width": 4.4}], "supports": ["8 distinct acquisition events survive duplicate and security-type controls.", "Participation spans 40 named insiders rather than one filing source.", "The latest qualifying evidence is fresh, dated 04 Sep 2026."], "risks": ["Qualifying disposal events outnumber acquisitions, although disposals receive a lower directional weight."]}, "timeline": [{"start": "2026-06-29", "label": "29 Jun", "acquisitions": 7, "disposals": 10, "qualified_acquisitions": 5, "qualified_disposals": 6, "total": 17, "height": 48.6, "acquisition_height": 41.2, "disposal_height": 58.8}, {"start": "2026-07-06", "label": "06 Jul", "acquisitions": 0, "disposals": 13, "qualified_acquisitions": 0, "qualified_disposals": 13, "total": 13, "height": 37.1, "acquisition_height": 0.0, "disposal_height": 100.0}, {"start": "2026-07-13", "label": "13 Jul", "acquisitions": 1, "disposals": 6, "qualified_acquisitions": 0, "qualified_disposals": 6, "total": 7, "height": 20.0, "acquisition_height": 14.3, "disposal_height": 85.7}, {"start": "2026-07-20", "label": "20 Jul", "acquisitions": 0, "disposals": 5, "qualified_acquisitions": 0, "qualified_disposals": 5, "total": 5, "height": 14.3, "acquisition_height": 0.0, "disposal_height": 100.0}, {"start": "2026-07-27", "label": "27 Jul", "acquisitions": 0, "disposals": 4, "qualified_acquisitions": 0, "qualified_disposals": 4, "total": 4, "height": 11.4, "acquisition_height": 0.0, "disposal_height": 100.0}, {"start": "2026-08-03", "label": "03 Aug", "acquisitions": 0, "disposals": 18, "qualified_acquisitions": 0, "qualified_disposals": 18, "total": 18, "height": 51.4, "acquisition_height": 0.0, "disposal_height": 100.0}, {"start": "2026-08-10", "label": "10 Aug", "acquisitions": 6, "disposals": 5, "qualified_acquisitions": 2, "qualified_disposals": 3, "total": 11, "height": 31.4, "acquisition_height": 54.5, "disposal_height": 45.5}, {"start": "2026-08-17", "label": "17 Aug", "acquisitions": 10, "disposals": 14, "qualified_acquisitions": 1, "qualified_disposals": 13, "total": 24, "height": 68.6, "acquisition_height": 41.7, "disposal_height": 58.3}, {"start": "2026-08-24", "label": "24 Aug", "acquisitions": 9, "disposals": 17, "qualified_acquisitions": 0, "qualified_disposals": 17, "total": 26, "height": 74.3, "acquisition_height": 34.6, "disposal_height": 65.4}, {"start": "2026-08-31", "label": "31 Aug", "acquisitions": 16, "disposals": 19, "qualified_acquisitions": 0, "qualified_disposals": 14, "total": 35, "height": 100.0, "acquisition_height": 45.7, "disposal_height": 54.3}, {"start": "2026-09-07", "label": "07 Sep", "acquisitions": 0, "disposals": 0, "qualified_acquisitions": 0, "qualified_disposals": 0, "total": 0, "height": 0.0, "acquisition_height": 0, "disposal_height": 0}, {"start": "2026-09-14", "label": "14 Sep", "acquisitions": 0, "disposals": 0, "qualified_acquisitions": 0, "qualified_disposals": 0, "total": 0, "height": 0.0, "acquisition_height": 0, "disposal_height": 0}], "peers": [{"label": "Software", "score": 72, "confidence": 31}, {"label": "Solar", "score": 53, "confidence": 79}, {"label": "Scientific & Technical Instruments", "score": 46, "confidence": 94}, {"label": "Information Technology Services", "score": 45, "confidence": 92}, {"label": "Electronic Components", "score": 35, "confidence": 97}, {"label": "Semiconductors", "score": 33, "confidence": 96}, {"label": "Communication Equipment", "score": 29, "confidence": 94}, {"label": "Semiconductor Equipment & Materials", "score": 27, "confidence": 96}, {"label": "Software - Application", "score": 26, "confidence": 95}, {"label": "Consumer Electronics", "score": 25, "confidence": 78}, {"label": "Electronics & Computer Distribution", "score": 23, "confidence": 82}, {"label": "Software - Infrastructure", "score": 20, "confidence": 96}, {"label": "Computer Hardware", "score": 17, "confidence": 96}], "leaders": {"constructive": [], "cautious": [{"symbol": "SCSC", "name": "ScanSource Inc", "score": 12, "confidence": 88}, {"symbol": "CNXN", "name": "PC Connection Inc", "score": 12, "confidence": 96}, {"symbol": "NSIT", "name": "Insight Enterprises Inc", "score": 25, "confidence": 40}, {"symbol": "ARW", "name": "Arrow Electronics Inc", "score": 28, "confidence": 46}, {"symbol": "SNX", "name": "Synnex Corporation", "score": 28, "confidence": 91}, {"symbol": "AVT", "name": "Avnet Inc", "score": 49, "confidence": 85}], "active": [{"symbol": "SNX", "name": "Synnex Corporation", "score": 28, "confidence": 91}, {"symbol": "CNXN", "name": "PC Connection Inc", "score": 12, "confidence": 96}, {"symbol": "SCSC", "name": "ScanSource Inc", "score": 12, "confidence": 88}, {"symbol": "AVT", "name": "Avnet Inc", "score": 49, "confidence": 85}, {"symbol": "NSIT", "name": "Insight Enterprises Inc", "score": 25, "confidence": 40}, {"symbol": "ARW", "name": "Arrow Electronics Inc", "score": 28, "confidence": 46}]}, "method": "Group reads measure breadth and conviction across controlled company-level insider evidence; they are classifications, not forecasts."}