Form 4: ARW Director Acquires Deferred Stock Units

Arrow Electronics Director Carol P. Lowe acquired 282.92 Deferred Stock Units as part of a compensation plan.

Summary

• Carol P. Lowe, a Director of Arrow Electronics, Inc. (ARW), acquired 282.92 Deferred Stock Units (DSUs).
• The transaction occurred on August 15, 2025.
• The DSUs were acquired at a price of $123.71 per unit.
• Following this acquisition, Carol P. Lowe directly beneficially owns 3,894 DSUs.
• These DSUs are issued under the company's Non-Employee Directors Deferred Compensation Plan and convert to common stock on a one-for-one basis upon death or separation from service.

Sentiment

Score: 6

Explanation: The filing indicates a routine, positive alignment of director interests with shareholders through a compensation plan, without any negative implications.

Positives

• Director's increased ownership aligns interests with shareholders.
• Acquisition is part of a structured compensation plan, indicating ongoing director engagement.

Negatives

• No specific negatives identified from this routine compensation-related transaction.

Risks

• No specific risks mentioned in this Form 4 filing.

Future Outlook

This filing is a disclosure of an insider transaction and does not contain forward-looking statements or guidance regarding the company's future outlook.

Industry Context

This Form 4 filing details a routine compensation-related equity acquisition by a director and does not provide broader industry context or trends. It reflects standard corporate governance practices for director compensation in the electronics distribution industry.

Comparison to Industry Standards

• This transaction is a standard issuance of deferred stock units as part of a non-employee director compensation plan, common across publicly traded companies.
• It aligns with typical practices for retaining and incentivizing board members by linking their compensation to company performance and long-term shareholder value.
• Specific comparable companies or projects are not relevant for this type of individual compensation disclosure.

Corporate Governance

Related Party Transactions

• The acquisition of Deferred Stock Units by a director is a transaction between the company and a related party (director) as part of a compensation plan.

Stakeholder Impact

• Shareholders: Increased alignment of director's interests with shareholder value due to equity ownership.
• Employees: No direct impact mentioned.
• Customers: No direct impact mentioned.
• Suppliers: No direct impact mentioned.
• Creditors: No direct impact mentioned.

Next Steps

• The Deferred Stock Units will be settled by the issuance of Common Stock on a one-for-one basis following the director's death or separation from service.

Key Dates

Recommendation

This Form 4 filing details a routine acquisition of deferred stock units by a director as part of a compensation plan. While it indicates alignment of interests, it does not provide new fundamental information about the company's operational performance, financial health, or strategic direction that would warrant a change in investment recommendation. It is a standard disclosure with minimal market impact.

Keywords

Arrow Electronics, ARW, Form 4, Insider Trading, Deferred Stock Units, Director Compensation, Equity Ownership