Form 4: Arrow Electronics Director Acquires Deferred Stock Units

Arrow Electronics director Andrew Charles Kerin acquired 200.08 Deferred Stock Units as part of the company's non-employee director compensation plan.

Summary

• Andrew Charles Kerin, a Director of Arrow Electronics, Inc. (ARW), acquired 200.08 Deferred Stock Units (DSUs).
• The transaction occurred on February 13, 2026.
• These DSUs were issued under the Arrow Electronics, Inc. Non-Employee Directors Deferred Compensation Plan.
• The DSUs will be settled by the issuance of Common Stock on a one-for-one basis following Mr. Kerin's death or separation from service as a director.
• Following this acquisition, Mr. Kerin beneficially owns 14,460.51 Deferred Stock Units.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a slightly positive, routine filing. While not a major event, it indicates ongoing director alignment with shareholder interests through equity compensation.

Positives

• The acquisition of Deferred Stock Units by a director aligns their interests with long-term shareholder value.
• The compensation plan encourages retention of experienced directors.

Negatives

• No direct negatives are apparent from this routine compensation filing.

Risks

• No specific risks are mentioned in this Form 4 filing.

Future Outlook

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

Management Comments

• No notable quotes or paraphrased statements from company management are included in this Form 4 filing.

Industry Context

StockSavvy.ai notes that the grant of Deferred Stock Units to non-employee directors is a common practice across various industries, including the electronics distribution sector, to align director incentives with long-term company performance and shareholder interests.

Comparison to Industry Standards

• The use of Deferred Stock Units as part of non-employee director compensation is a standard practice, comparable to compensation structures seen at companies like Avnet, Inc. (AVT) or Tech Data Corporation (now part of TD SYNNEX), which also utilize equity-based awards to incentivize directors.
• The one-for-one conversion to common stock upon separation is a typical settlement mechanism for such plans, ensuring directors have a vested interest in the company's stock performance over their tenure.

Corporate Governance

Stakeholder Impact

• Shareholders: The grant of equity-based compensation to a director aligns their interests with long-term shareholder value.
• Directors: Provides a form of deferred compensation, incentivizing continued service and performance.

Next Steps

• The Deferred Stock Units will be settled by the issuance of Common Stock following Mr. Kerin's death or separation from service as a director.

Key Dates

Recommendation

This Form 4 filing reports a routine acquisition of Deferred Stock Units by a director as part of a compensation plan. It does not present new information that would fundamentally alter the investment thesis for Arrow Electronics, Inc., thus a 'hold' recommendation is appropriate for existing investors.

Keywords

Arrow Electronics, ARW, Form 4, Insider Transaction, Deferred Stock Units, Director Compensation, Equity Compensation, Andrew Charles Kerin