Form 4: Arrow Electronics SVP Reports Routine Stock Vesting
Insider Transaction Report
Arrow Electronics' SVP, Jean-Claude Carine Lamercie, reported the vesting of performance and restricted stock units, alongside shares withheld for tax obligations.
Summary
- Jean-Claude Carine Lamercie, SVP, CLCO and Secretary of Arrow Electronics, Inc. (ARW), reported transactions related to equity compensation.
- On February 11, 2026, 1,709 shares of Common Stock were acquired due to the vesting and settlement of previously granted Performance Stock Units (PSUs).
- Concurrently, 782 shares of Common Stock were disposed of at a price of $157.81 per share to satisfy tax withholding obligations upon the vesting of PSUs.
- Additionally, 484 shares of Common Stock were disposed of at $157.81 per share to satisfy tax withholding obligations upon the vesting of Restricted Stock Units.
- Following these transactions, the reporting person directly beneficially owns 16,704 shares of Common Stock.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this as a neutral event, reflecting routine compensation processes rather than a discretionary investment decision or significant corporate action.
Positives
- The acquisition of 1,709 shares reflects the successful vesting of previously granted Performance Stock Units, indicating achievement of performance targets.
Negatives
- The disposition of 1,266 shares (782 + 484) at $157.81 per share was solely for tax withholding purposes, not a discretionary sale by the insider.
Future Outlook
NA
Industry Context
StockSavvy.ai notes that routine insider transactions, such as the vesting of equity awards and subsequent tax-related sales, are common across all industries for executives receiving performance-based compensation. These transactions typically do not signal a change in company fundamentals or strategic direction.
Comparison to Industry Standards
- StockSavvy.ai observes that the structure of equity compensation, involving PSUs and RSUs with tax withholding upon vesting, aligns with standard practices for executive compensation packages in large technology and distribution companies like Arrow Electronics.
- Comparable companies such as Avnet (AVT) and Tech Data (now part of TD Synnex, SNX) also utilize similar equity award mechanisms for their senior leadership.
Stakeholder Impact
- Shareholders: Minimal direct impact as these are routine compensation-related transactions and not a discretionary sale or purchase.
- Employees: Reflects standard executive compensation practices, which can be a factor in employee retention and motivation.
Key Dates
| Date | Description |
|---|---|
| 02/11/2026 | Date of earliest transaction, including acquisition of shares from PSU vesting and disposition of shares for tax withholding. |
| 02/13/2026 | Date the Form 4 was signed by the attorney-in-fact. |
Recommendation
holdThe filing details routine insider transactions related to equity compensation vesting and tax withholding. These are not discretionary sales or purchases that would indicate a change in management's outlook on the company's future prospects. Therefore, it provides no new information to warrant a change in investment recommendation, suggesting a 'hold' position based solely on this filing.
Keywords
Arrow Electronics, ARW, Form 4, Insider Transaction, Stock Vesting, Performance Stock Units, Restricted Stock Units, Equity Compensation, Tax Withholding
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