Industry ownership intelligence

Electronics & Computer Distribution insider conviction

Executive and director activity assessed across 6 companies for breadth, transaction quality, clustering, freshness, and directional conviction.

Market dashboard Technology sector Company signals Filing ledger Data API

23/100

Concentrated distribution

82/100 confidence

Level: Industry
Evidence window: Latest 90 days
Named insiders: 40
Latest evidence: 4 Sep 2026

Capital positioning 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

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.

Decision risks

Qualifying disposal events outnumber acquisitions, although disposals receive a lower directional weight.

Conviction23Concentrated distribution

Confidence82Deep evidence

Controlled events111directional common-share events

Company breadth6represented companies

Acquisition value$5.9Mnormalized amount

Disposal value$39.0Mnormalized amount

Flow regime

Twelve-week filing pressure

Shows the cadence and balance of the full filing tape.

1729 Jun

1306 Jul

713 Jul

520 Jul

427 Jul

1803 Aug

1110 Aug

2417 Aug

2624 Aug

3531 Aug

007 Sep

014 Sep

AcquisitionsDisposalsScore 23 · Confidence 82

Relative positioning

Industry peer map

Current score with confidence.

SoftwareConviction accumulation7231 confidence SolarBalanced insider tape5379 confidence Scientific & Technical InstrumentsBalanced insider tape4694 confidence Information Technology ServicesBalanced insider tape4592 confidence Electronic ComponentsDistribution bias3597 confidence SemiconductorsDistribution bias3396 confidence Communication EquipmentConcentrated distribution2994 confidence Semiconductor Equipment & MaterialsConcentrated distribution2796 confidence Software - ApplicationConcentrated distribution2695 confidence Consumer ElectronicsConcentrated distribution2578 confidence Electronics & Computer DistributionConcentrated distribution2382 confidence Software - InfrastructureConcentrated distribution2096 confidence Computer HardwareConcentrated distribution1796 confidence

Directional balance

Controlled event mix

7.2%acquisition

Acquisition events: 8
Disposal events: 103
Net value: -$33.1M

Accumulation

Constructive company clusters

No controlled acquisition cluster clears the threshold.

Distribution review

Disposal concentrations

SCSCScanSource Inc1288 conf.CNXNPC Connection Inc1296 conf.NSITInsight Enterprises Inc2540 conf.ARWArrow Electronics Inc2846 conf.SNXSynnex Corporation2891 conf.AVTAvnet Inc4985 conf.

Evidence density

Most active controlled tapes

SNX42 controlled events28Concentrated distribution CNXN36 controlled events12Concentrated distribution SCSC19 controlled events12Concentrated distribution AVT11 controlled events49Balanced insider tape NSIT2 controlled events25Concentrated distribution ARW1 controlled events28Concentrated distribution

Evidence quality

What the filings represent

Common equity145

Equity compensation13

Options and derivatives6

Other securities0

Decision makers

Role participation

Director68

Large holder29

Other executive28

CEO and chair23

Finance leadership13

Other or unspecified3

Quality controls

Evidence usability

Normalized values: 68%
Priced common share: 68%
Named insiders: 40
Controlled events: 111

Auditable evidence

Latest Electronics & Computer Distribution filings

Showing 1 to 30 of 164.

4 Sep 2026

SCSCScanSource Inc

FORD, BRANDYSVP & Chief Accounting Officer

DisposalCommon equity

$302.0KDirectional evidence

4 Sep 2026

SCSCScanSource Inc

FORD, BRANDYSVP & Chief Accounting Officer

DisposalCommon equity

$2.0KDirectional evidence

3 Sep 2026

SCSCScanSource Inc

JONES, STEPHENSEVP & CFO

DisposalCommon equity

$493.4KDirectional evidence

3 Sep 2026

ARWArrow Electronics Inc

JEAN-CLAUDE, CARINE LAMERCIESVP, CLCO and Secretary

DisposalCommon equity

$209.8KDirectional evidence

3 Sep 2026

SCSCScanSource Inc

JONES, STEPHENSEVP & CFO

DisposalCommon equity

$74.2KDirectional evidence

2 Sep 2026

CNXNPC Connection Inc

GALLUP, PATRICIADirector, Chairman & Chief Admin Officer, 10% Owner

DisposalCommon equity

$358.4KDirectional evidence

2 Sep 2026

CNXNPC Connection Inc

GALLUP, PATRICIADirector, Chairman & Chief Admin Officer, 10% Owner

DisposalCommon equity

$217.1KDirectional evidence

1 Sep 2026

CNXNPC Connection Inc

BEFFA, NEGRINI DAVIDDirector

AcquisitionCommon equity