Company insider dossier

Arista Networks insider intelligence

ANET filings assessed for conviction, transaction quality, insider breadth, clustering, freshness, and price confirmation.

16/100

Concentrated distribution

97/100 confidence
Exchange
NYSE
Sector
Technology
Industry
Computer Hardware
Latest evidence
8 Sep 2026

Investment committee read

Concentrated distribution

Priced common-share disposals are concentrated enough to warrant review, but they are not treated as a standalone bearish forecast.

Review exposure and filing context

Evidence in favour

  • 9 distinct acquisition events survive duplicate and security-type controls.
  • Participation spans 12 named insiders rather than one filing source.
  • The latest qualifying evidence is fresh, dated 08 Sep 2026.

Decision risks

  • Qualifying disposal events outnumber acquisitions, although disposals receive a lower directional weight.
Conviction16Concentrated distribution
Confidence97Deep evidence
Named insiders12participating in the tape
Controlled events384directional common-share events
Acquisition value$4.6Mnormalized amount
Disposal value$1.2Bnormalized amount

Price confirmation map

Weekly price with common-share events

Acquisitions and disposals are aligned to the nearest completed weekly bar.

199.59165.78131.9898.1864.37 Disposal ยท 20 May 2026 ยท $34.3KDisposal ยท 20 May 2026 ยท $10.8KDisposal ยท 18 May 2026 ยท $2.0MDisposal ยท 18 May 2026 ยท $1.7MDisposal ยท 18 May 2026 ยท $1.0MDisposal ยท 18 May 2026 ยท $869.1KDisposal ยท 18 May 2026 ยท $631.8KDisposal ยท 18 May 2026 ยท $543.2KAcquisition ยท 18 May 2026 ยท $488.4KDisposal ยท 18 May 2026 ยท $435.5KDisposal ยท 18 May 2026 ยท $217.7KDisposal ยท 18 May 2026 ยท $157.0KDisposal ยท 18 May 2026 ยท $136.1KDisposal ยท 18 May 2026 ยท $130.3KDisposal ยท 18 May 2026 ยท $78.6KDisposal ยท 18 May 2026 ยท $65.2KDisposal ยท 18 May 2026 ยท $49.1KDisposal ยท 18 May 2026 ยท $40.7KDisposal ยท 1 May 2026 ยท $561.5KDisposal ยท 1 May 2026 ยท $554.8KDisposal ยท 1 May 2026 ยท $174.3KDisposal ยท 1 May 2026 ยท $81.0KDisposal ยท 1 May 2026 ยท $31.7KDisposal ยท 22 Apr 2026 ยท $43.9MDisposal ยท 22 Apr 2026 ยท $9.4MDisposal ยท 22 Apr 2026 ยท $9.3MDisposal ยท 22 Apr 2026 ยท $2.0MDisposal ยท 21 Apr 2026 ยท $6.2MDisposal ยท 21 Apr 2026 ยท $3.5MDisposal ยท 21 Apr 2026 ยท $1.3MDisposal ยท 21 Apr 2026 ยท $1.2MDisposal ยท 21 Apr 2026 ยท $757.6KDisposal ยท 21 Apr 2026 ยท $250.8KDisposal ยท 21 Apr 2026 ยท $173.9KDisposal ยท 21 Apr 2026 ยท $37.3KDisposal ยท 20 Apr 2026 ยท $35.9MDisposal ยท 20 Apr 2026 ยท $7.7MDisposal ยท 17 Apr 2026 ยท $1.6MDisposal ยท 17 Apr 2026 ยท $1.6MDisposal ยท 17 Apr 2026 ยท $1.0MDisposal ยท 17 Apr 2026 ยท $802.0KDisposal ยท 17 Apr 2026 ยท $788.4KDisposal ยท 17 Apr 2026 ยท $787.4KDisposal ยท 17 Apr 2026 ยท $522.7KDisposal ยท 17 Apr 2026 ยท $501.2KDisposal ยท 17 Apr 2026 ยท $492.2KAcquisition ยท 17 Apr 2026 ยท $488.4KDisposal ยท 17 Apr 2026 ยท $394.2KDisposal ยท 17 Apr 2026 ยท $326.7KDisposal ยท 17 Apr 2026 ยท $246.3KDisposal ยท 17 Apr 2026 ยท $213.4KDisposal ยท 17 Apr 2026 ยท $106.7KDisposal ยท 17 Apr 2026 ยท $66.7KDisposal ยท 16 Apr 2026 ยท $36.5MDisposal ยท 16 Apr 2026 ยท $7.3MDisposal ยท 16 Apr 2026 ยท $3.3MDisposal ยท 16 Apr 2026 ยท $668.9KDisposal ยท 15 Apr 2026 ยท $93.1KDisposal ยท 15 Apr 2026 ยท $63.1KDisposal ยท 15 Apr 2026 ยท $44.7KDisposal ยท 15 Apr 2026 ยท $11.8KDisposal ยท 15 Apr 2026 ยท $928Disposal ยท 14 Apr 2026 ยท $1.4MDisposal ยท 13 Apr 2026 ยท $16.9MDisposal ยท 1 Apr 2026 ยท $488.7KDisposal ยท 1 Apr 2026 ยท $468.1KDisposal ยท 1 Apr 2026 ยท $50.8KDisposal ยท 17 Mar 2026 ยท $1.9MDisposal ยท 17 Mar 2026 ยท $1.2MDisposal ยท 17 Mar 2026 ยท $984.6KDisposal ยท 17 Mar 2026 ยท $938.5KDisposal ยท 17 Mar 2026 ยท $586.6KDisposal ยท 17 Mar 2026 ยท $578.6KDisposal ยท 17 Mar 2026 ยท $492.4KAcquisition ยท 17 Mar 2026 ยท $488.4KDisposal ยท 17 Mar 2026 ยท $361.6KDisposal ยท 17 Mar 2026 ยท $307.7KDisposal ยท 17 Mar 2026 ยท $273.7KDisposal ยท 17 Mar 2026 ยท $136.8KDisposal ยท 17 Mar 2026 ยท $85.5K
Mar 2025Sep 2026
Weekly closeCommon-share acquisitionCommon-share disposal

Market confirmation

Price and trend context

Latest close
199.59 USD
One-week move
+3.0%
Four-week move
+0.4%
Fair-value gap
+85.1%
Trend signal
Active
Relative strength
21.7

Directional balance

Controlled event mix

2.3%acquisition
Acquisition events
9
Disposal events
375
Net value
-$1.2B

Cadence

Twelve-week filing pressure

Volume shows attention. Controlled events determine direction.

3229 Jun
806 Jul
1013 Jul
1420 Jul
027 Jul
9403 Aug
1510 Aug
6017 Aug
1524 Aug
131 Aug
707 Sep
014 Sep

Named participants

Insider conviction by person

CHEW, LEWISDirector500 events
LAVENDER, ROBERT GDirector500 events
SCHEINMAN, DANIELDirector500 events
NIGHTINGALE, TODDPresident and COO281 events
DUDA, KENNETHDirector, President and CTO26102 events
TEMPLETON, MARK BDirector195 events
BREITHAUPT, CHANTELLE YVETTESenior Vice President, CFO195 events
BECHTOLSHEIM, ANDREAS10% Owner14117 events
WASSENAAR, YVONNEDirector149 events
BATTLES, KELLY BODNARDirector1310 events
ULLAL, JAYSHREEDirector, CEO and Chairperson1296 events
GIANCARLO, CHARLES HDirector1239 events

Evidence quality

Security and transaction context

Common equity429
Equity compensation40
Options and derivatives9
Other securities0

Role architecture

Who is participating

Director240
Large holder119
CEO and chair100
Finance leadership13
Other executive6

Transaction evidence

Auditable ANET filing ledger

Showing 1 to 30 of 478.

DUDA, KENNETHDirector, President and CTO
DisposalCommon equity
200000 sharesCommon Stock
Not reportedContext evidence
DUDA, KENNETHDirector, President and CTO
AcquisitionCommon equity
100000 sharesCommon Stock
Not reportedContext evidence
TEMPLETON, MARK BDirector
DisposalCommon equity
1700 sharesCommon Stock
$337.3KDirectional evidence
TEMPLETON, MARK BDirector
DisposalCommon equity
1300 sharesCommon Stock
$253.8KDirectional evidence
TEMPLETON, MARK BDirector
DisposalCommon equity
1000 sharesCommon Stock
$197.5KDirectional evidence
TEMPLETON, MARK BDirector
DisposalCommon equity
700 sharesCommon Stock
$137.3KDirectional evidence
TEMPLETON, MARK BDirector
DisposalCommon equity
300 sharesCommon Stock
$59.8KDirectional evidence
BREITHAUPT, CHANTELLE YVETTESenior Vice President, CFO
DisposalCommon equity
612 sharesCommon Stock
$119.8KDirectional evidence
DUDA, KENNETHDirector, President and CTO
DisposalCommon equity
42937 sharesCommon Stock
Not reportedContext evidence
DUDA, KENNETHDirector, President and CTO
DisposalCommon equity
51160 sharesCommon Stock
Not reportedContext evidence
DUDA, KENNETHDirector, President and CTO
AcquisitionCommon equity
102320 sharesCommon Stock
Not reportedContext evidence
DUDA, KENNETHDirector, President and CTO
AcquisitionCommon equity
85875 sharesCommon Stock
Not reportedContext evidence
DUDA, KENNETHDirector, President and CTO
DisposalCommon equity
42938 sharesCommon Stock
Not reportedContext evidence
BECHTOLSHEIM, ANDREAS10% Owner
DisposalCommon equity
73794 sharesCommon Stock
$15.0MDirectional evidence
BECHTOLSHEIM, ANDREAS10% Owner
DisposalCommon equity
70054 sharesCommon Stock
$14.1MDirectional evidence
BECHTOLSHEIM, ANDREAS10% Owner
DisposalCommon equity
64510 sharesCommon Stock
$13.2MDirectional evidence
BECHTOLSHEIM, ANDREAS10% Owner
DisposalCommon equity
50091 sharesCommon Stock
$10.1MDirectional evidence
BECHTOLSHEIM, ANDREAS10% Owner
DisposalCommon equity
20852 sharesCommon Stock
$4.2MDirectional evidence
BECHTOLSHEIM, ANDREAS10% Owner
DisposalCommon equity
15053 sharesCommon Stock
$3.0MDirectional evidence
BECHTOLSHEIM, ANDREAS10% Owner
DisposalCommon equity
5646 sharesCommon Stock
$1.2MDirectional evidence
ULLAL, JAYSHREEDirector, CEO and Chairperson
DisposalCommon equity
10128 sharesCommon Stock
$1.9MDirectional evidence
ULLAL, JAYSHREEDirector, CEO and Chairperson
DisposalCommon equity
3281 sharesCommon Stock
$627.0KDirectional evidence
ULLAL, JAYSHREEDirector, CEO and Chairperson
DisposalCommon equity
400 sharesCommon Stock
$77.1KDirectional evidence
BATTLES, KELLY BODNARDirector
DisposalCommon equity
213 sharesCommon Stock
$40.2KDirectional evidence
BATTLES, KELLY BODNARDirector
DisposalCommon equity
70 sharesCommon Stock
$12.9KDirectional evidence
BATTLES, KELLY BODNARDirector
DisposalCommon equity
64 sharesCommon Stock
$11.9KDirectional evidence
BATTLES, KELLY BODNARDirector
DisposalCommon equity
40 sharesCommon Stock
$7.5KDirectional evidence
BATTLES, KELLY BODNARDirector
DisposalCommon equity
35 sharesCommon Stock
$6.5KDirectional evidence
BATTLES, KELLY BODNARDirector
AcquisitionCommon equity
538 sharesCommon Stock
Not reportedContext evidence
BATTLES, KELLY BODNARDirector
DisposalEquity compensation
538 sharesRestricted Stock Unit-7
Not reportedContext evidence

Reading the dossier

Direction and confidence are separate

Conviction

The 0 to 100 score classifies deduplicated priced common-share evidence. Fifty is balanced or non-directional.

Confidence

Confidence rises with controlled event depth, named-insider breadth, fresh evidence, normalized values, and a longer observation span.

Disposals

Selling is not treated as the mirror image of buying. It carries less directional weight because taxes, diversification, compensation, and planned transactions can all create sales.

Price confirmation

The market chart tests whether the filing thesis is being confirmed or rejected by price, fair-value position, relative strength, and the current trend state.

Independent market research for education. This classification is not investment advice, a recommendation, a forecast, or an execution instruction.

Evidence context