Form 4: Director Carol Lowe Acquires ARW Deferred Stock Units

Arrow Electronics Director Carol Lowe acquired 224.09 Deferred Stock Units under a compensation plan, increasing her total beneficial ownership to 4,441.68 units.

Summary

• Carol P. Lowe, a Director of Arrow Electronics, Inc. (ARW), acquired 224.09 Deferred Stock Units (DSUs).
• The acquisition occurred on February 13, 2026, as part of a routine compensation grant.
• 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 death or separation from service as a director.
• Following this transaction, Ms. Lowe beneficially owns a total of 4,441.68 derivative securities (DSUs).
• The transaction was made pursuant to a Rule 10b5-1(c) plan, indicating a pre-arranged trading plan.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a neutral to slightly positive event, reflecting routine director compensation and alignment of interests, without significant new information on company performance.

Positives

• Director Lowe's increased beneficial ownership aligns her interests with shareholders.
• The acquisition is part of a structured compensation plan for non-employee directors, indicating standard corporate governance practices.

Future Outlook

The filing indicates that the Deferred Stock Units will be settled into common stock on a one-for-one basis following the director's death or separation from service.

Industry Context

StockSavvy.ai notes that director equity compensation, often in the form of Deferred Stock Units, is a common practice across the technology and electronics distribution industry to align director interests with long-term shareholder value. This specific transaction is routine for director compensation.

Comparison to Industry Standards

• The use of Deferred Stock Units (DSUs) for non-employee director compensation is a standard practice in many U.S. public companies, including peers in the electronics distribution sector like Avnet (AVT) or TD SYNNEX (SNX).
• The one-for-one conversion to common stock upon separation is also a typical structure for such plans, ensuring directors retain a vested interest in the company's performance throughout their tenure.

Corporate Governance

Related Party Transactions

• Acquisition of 224.09 Deferred Stock Units by Director Carol P. Lowe from Arrow Electronics, Inc. as part of her compensation.

Stakeholder Impact

• Shareholders: Director's increased equity ownership aligns her interests with shareholders, potentially fostering long-term value creation.

Next Steps

• Settlement of Deferred Stock Units into Common Stock upon Director Lowe's death or separation from service.

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 provide new information regarding the company's operational performance, financial health, or strategic direction that would warrant a change in investment recommendation. It primarily indicates ongoing alignment of director interests with shareholders.

Keywords

Arrow Electronics, ARW, Form 4, Insider Trading, Deferred Stock Units, Director Compensation, Carol Lowe, Equity Compensation, Rule 10b5-1