Form 4: Arrow Electronics Exec's Equity Vesting & Tax Sales

Gretchen Zech, SVP at Arrow Electronics, reported the vesting of equity awards and subsequent share dispositions for tax obligations.

Summary

• Gretchen Zech, SVP, Chief Gov, Sust, HR Offr at Arrow Electronics, reported transactions related to her beneficial ownership of common stock.
• On February 11, 2026, Zech acquired 3,016 shares of common stock at a price of $0, stemming from the vesting and settlement of previously granted Performance Stock Units (PSUs).
• Concurrently, Zech disposed of 1,341 shares of common stock at $157.81 per share to satisfy tax withholding obligations upon the vesting of PSUs.
• Additionally, 865 shares of common stock were disposed of at $157.81 per share to cover tax withholding obligations from the vesting of Restricted Stock Units.
• Following these transactions, Zech's direct beneficial ownership of Arrow Electronics common stock stands at 50,886 shares.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive event, reflecting the successful vesting of executive equity awards, which typically indicates performance achievement. The share dispositions are standard for tax purposes.

Positives

• The vesting of Performance Stock Units (PSUs) and Restricted Stock Units (RSUs) indicates the achievement of performance targets or service conditions, reflecting positively on the executive's performance and the company's compensation structure.
• The acquisition of 3,016 shares at a $0 price signifies the realization of value from previously granted equity awards.

Negatives

• The disposition of 2,206 shares (1,341 + 865) at $157.81 per share to cover tax obligations reduces the executive's direct ownership stake, although this is a common and expected practice for equity award vesting.

Industry Context

StockSavvy.ai notes that insider transaction reports like this Form 4 are routine disclosures for executives receiving equity compensation. The vesting of PSUs and RSUs is a standard component of executive compensation packages in the technology distribution and services industry, aligning executive incentives with shareholder value creation.

Stakeholder Impact

• Shareholders: The vesting of equity awards aligns executive interests with shareholder value. The subsequent tax-related sales are a common occurrence and generally have minimal impact on the overall share structure.

Key Dates

Recommendation

This Form 4 filing details routine executive compensation events (equity vesting and tax-related share sales) and does not provide new information that would fundamentally alter the investment thesis for Arrow Electronics. It confirms the ongoing compensation structure and executive alignment but offers no basis for a change in investment recommendation.

Keywords

Arrow Electronics, ARW, Gretchen Zech, Form 4, Insider Transaction, Equity Vesting, Performance Stock Units, Restricted Stock Units, Tax Withholding, Beneficial Ownership