Form 4: ARW Executive Brewbaker Reports Stock Vesting, Tax Withholding

Arrow Electronics VP Brandon Brewbaker reported the vesting of performance and restricted stock units, alongside associated tax withholdings.

Summary

• Brandon Michael Brewbaker, VP, CAO, & CFP&A at Arrow Electronics, Inc. (ARW), reported changes in his beneficial ownership of common stock.
• On February 11, 2026, Brewbaker acquired 302 shares of common stock at a price of $0 per share, resulting from the vesting and settlement of previously granted Performance Stock Units (PSUs).
• Concurrently, 149 shares of common stock were disposed of at $157.81 per share to satisfy tax withholding obligations related to the PSU vesting.
• An additional 86 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, Brewbaker's direct beneficial ownership of common stock stands at 5,808 shares.
• The transactions were made pursuant to a Rule 10b5-1(c) plan.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a neutral to slightly positive event. While shares were sold for taxes, the underlying vesting of equity awards indicates executive compensation and performance achievement, which is generally positive for executive retention and alignment.

Positives

• Vesting of Performance Stock Units (PSUs) and Restricted Stock Units (RSUs) indicates the achievement of performance targets or service periods by the executive.
• The acquisition of 302 shares from PSU vesting at a $0 cost basis represents a gain for the executive.

Negatives

• Disposition of 235 shares (149 + 86) to cover tax withholding obligations reduces the executive's net share accumulation from the vesting events.

Future Outlook

No specific future outlook or guidance is provided in this Form 4 filing, as it primarily reports past insider transactions related to executive compensation.

Industry Context

StockSavvy.ai notes that insider transactions, particularly those related to equity compensation vesting and tax withholdings, are common occurrences across all industries. These transactions typically reflect pre-scheduled compensation events rather than discretionary trading based on new material information.

Comparison to Industry Standards

• Form 4 filings are standard regulatory disclosures for insider transactions. The structure and content of this filing align with typical reporting requirements for executive equity compensation vesting and associated tax-related share dispositions.
• There are no specific comparable companies or projects mentioned in this filing to assess against industry standards beyond the standard nature of the transaction itself.

Stakeholder Impact

• Shareholders: Minor dilution from the vesting of new shares, but offset by the executive's continued ownership and alignment of interests. The tax-related sales are routine and not indicative of a lack of confidence.
• Employees: Reflects standard executive compensation practices, potentially signaling stability in compensation structures.

Key Dates

Recommendation

This Form 4 filing details routine executive compensation events, specifically the vesting of equity awards and subsequent share dispositions for tax purposes. Such transactions are typically pre-scheduled and do not reflect discretionary trading based on new material information. Therefore, this filing alone does not provide a basis for a change in investment recommendation, suggesting a 'hold' position remains appropriate based solely on this information.

Keywords

Arrow Electronics, ARW, Form 4, Insider Transaction, Stock Vesting, Performance Stock Units, Restricted Stock Units, Executive Compensation, Brandon Brewbaker, Tax Withholding