Form 4: Arrow Electronics CFO Awarded 7,370 RSUs

Arrow Electronics' SVP and Chief Financial Officer, Rajesh K. Agrawal, was granted 7,370 Restricted Stock Units, vesting over four years.

Summary

• Rajesh K. Agrawal, SVP, Chief Financial Officer of Arrow Electronics, Inc. (ARW), acquired 7,370 shares of Common Stock in the form of Restricted Stock Units (RSUs).
• The transaction occurred on February 10, 2026, with an acquisition price of $0 per share, typical for RSU grants.
• Following this transaction, Agrawal beneficially owns 60,540 shares of Common Stock.
• These RSUs will vest in four equal annual installments, commencing on February 10, 2027, and each anniversary thereafter.
• The RSUs settle on a one-for-one basis into Common Stock of the company.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive development, as RSU grants align management incentives with shareholder interests and contribute to executive retention, signaling stability in leadership.

Positives

• The grant of 7,370 Restricted Stock Units to the Chief Financial Officer aligns management's interests with long-term shareholder value.
• RSU awards at a $0 price indicate a compensation component designed for retention and performance incentives.

Future Outlook

The Restricted Stock Units are scheduled to vest in four equal annual installments, beginning on February 10, 2027, and continuing on each subsequent anniversary, indicating a multi-year retention and incentive structure for the CFO.

Industry Context

StockSavvy.ai notes that RSU grants are a standard component of executive compensation packages across the technology and electronics distribution sectors. This grant to Arrow Electronics' CFO is consistent with industry practices aimed at retaining key talent and aligning executive incentives with long-term company performance and shareholder returns.

Comparison to Industry Standards

• The structure of RSU grants, vesting over multiple years, is a common practice in the technology distribution industry, similar to compensation strategies at companies like Avnet or Tech Data (now TD Synnex), which use equity awards to incentivize long-term performance and executive retention.
• A $0 acquisition price for RSUs is standard for such grants, reflecting their nature as a compensation award rather than a purchase.

Stakeholder Impact

• Shareholders: The RSU grant aligns the CFO's financial interests with the long-term performance of the company, potentially leading to more focused strategic decisions aimed at increasing shareholder value.
• Employees: Retention of key executives like the CFO can signal stability and strong leadership within the company.

Next Steps

• The RSUs will vest in four equal installments, starting February 10, 2027, and annually thereafter.

Key Dates

Recommendation

While the RSU grant is a positive signal for management alignment and retention, a Form 4 filing alone typically does not provide sufficient information to warrant a change in investment recommendation. It reinforces a 'hold' stance by indicating stable executive compensation practices and commitment.

Keywords

Arrow Electronics, ARW, Rajesh K. Agrawal, CFO, Restricted Stock Units, RSU grant, insider transaction, executive compensation, SEC Form 4