Form 4: Arrow Electronics CFO Reports Stock Activity

Arrow Electronics' CFO, Rajesh K. Agrawal, reported the acquisition of shares from PSU vesting and subsequent sales for tax obligations.

Summary

• Rajesh K. Agrawal, SVP, Chief Financial Officer of Arrow Electronics, Inc. (ARW), reported transactions involving the company's common stock.
• On February 11, 2026, Agrawal acquired 4,423 shares of common stock at a price of $0.00 per share, stemming from the vesting and settlement of previously granted Performance Stock Units (PSUs).
• Concurrently, 1,955 shares were disposed of at $157.81 per share to satisfy tax withholding obligations related to the PSU vesting.
• An additional 1,107 shares were disposed of at $157.81 per share to cover tax withholding obligations upon the vesting of Restricted Stock Units (RSUs).
• Following these transactions, Agrawal directly beneficially owns 61,901 shares of Arrow Electronics common stock.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a neutral to slightly positive event. While shares were sold, it was for tax purposes, and the underlying vesting of PSUs indicates performance targets were met, leading to a net increase in beneficial ownership.

Positives

• The vesting of Performance Stock Units (PSUs) indicates that performance targets were met, leading to the issuance of 4,423 shares.
• The net increase in beneficial ownership by 1,361 shares (4,423 acquired 1,955 for PSU tax 1,107 for RSU tax) suggests a continued stake in the company's success.

Negatives

• The disposal of 3,062 shares (1,955 + 1,107) to cover tax withholding obligations reduces the number of shares held, although this is a standard practice for equity compensation.

Future Outlook

This Form 4 filing does not contain any forward-looking statements or guidance regarding the company's future performance or strategic direction.

Industry Context

StockSavvy.ai notes that these transactions are routine for executives receiving equity compensation. The vesting of PSUs and RSUs, followed by sales to cover tax liabilities, is a common practice and does not typically signal a change in company fundamentals or executive sentiment beyond the standard compensation structure.

Stakeholder Impact

• Shareholders: The net increase in the CFO's direct beneficial ownership by 1,361 shares, while small, aligns the executive's interests with shareholders. The tax-related sales are standard and not indicative of a lack of confidence.

Key Dates

Recommendation

This Form 4 filing details routine executive compensation transactions, specifically the vesting of equity awards and subsequent sales to cover tax obligations. It does not provide new fundamental information about Arrow Electronics' financial performance, strategic direction, or operational outlook that would warrant a change in investment recommendation. Therefore, a 'hold' recommendation is appropriate as the filing does not present new catalysts for significant price movement.

Keywords

Arrow Electronics, ARW, Form 4, Insider Transaction, Executive Compensation, PSU Vesting, RSU Vesting, Stock Ownership, Rajesh K. Agrawal