Arista Networks, Inc. director Kelly Bodnar Battles exercised restricted stock units that converted into 971 shares of Common Stock on May 20, 2026. These shares came from a previously granted RSU award that vests quarterly. After this transaction, Battles directly holds 10,500 shares of Common Stock.
Arista Networks (ANET) notice lists proposed sales of Common Stock tied to Restricted Stock Units granted to Andreas Bechtolsheim on multiple vesting dates between 02/21/2017 and 08/20/2019. The filing enumerates specific RSU allotments (several line items such as 20,608, 15,808, 21,584, 10,960 shares) and includes a numeric header row with 205,000, 31,576,150, and 1,259,202,593 alongside 05/22/2026.
The record is a Section 144 disclosure of planned affiliate dispositions; it lists grant dates, vesting/compensation labels, and per‑grant share counts for the reporting person. The filing does not state executed sale proceeds, pricing, or settlement details in the provided excerpt.
Arista Networks President and CTO Kenneth Duda exercised a Non-Qualified Stock Option for 32,000 shares of common stock on May 18, 2026 at an exercise price of $15.2625 per share, then sold an aggregate 58,000 shares in multiple open‑market or private transactions at weighted‑average prices described in ranges between $138.77 and $143.27 per share.
The disclosure states that these transactions, including sales by a Children’s Trust benefiting his children and by a 501(c) foundation where he and his spouse are co‑trustees, were effected under Rule 10b5-1 trading plans adopted on March 13, 2025. After these trades he holds 12,976 shares directly, 1,063,168 shares indirectly through a Children’s Trust and 482,400 shares indirectly through a foundation, in addition to other trust interests.
Yvonne Wassenaar filed a Form 144 to notify a proposed sale of Common stock. The filing lists the sale method as a Restricted Stock Award and identifies J.P. Morgan Securities LLC as the broker on 05/20/2026. The filing also reports prior dispositions of Common stock in the preceding three months: 1,815 shares on 02/25/2026, 1,395 shares on 03/16/2026, and 1,395 shares on 04/15/2026.
Arista Networks delivered strong growth for the quarter ended March 31, 2026. Total revenue rose to $2.709 billion from $2.005 billion, driven by product revenue of $2.311 billion and service revenue of $397.7 million. Product sales grew as customers increased deployments of switching and routing platforms, while service growth reflected a larger installed base and more support contracts.
Gross profit reached $1.677 billion, though gross margin eased to 61.9% from 63.7% as sales to large customers carried higher discounts. Net income increased to $1.0229 billion, with diluted EPS of $0.80 versus $0.64 a year earlier. Operating expenses rose as Arista invested in research and development and global sales, but remained well below gross profit, supporting a robust operating margin.
Operating cash flow surged to $1.6935 billion, aided by higher deferred revenue and income tax payables. Cash, cash equivalents and marketable securities totaled about $12.4 billion. Deferred revenue climbed to $6.199 billion, and total future revenue from contract liabilities, deferred revenue and other performance obligations was $7.7 billion, most expected over the next two years. The company also reported $8.9 billion of non‑cancellable purchase commitments and plans remaining capital expenditures of $130–$150 million for its Santa Clara property project through fiscal 2026.
Arista Networks director Charles H. Giancarlo, through a family trust for which he is co-trustee, reported selling a total of 8,000 shares of Arista Networks common stock in a series of open-market sales on May 1, 2026.
The sales were executed under a Rule 10b5-1 trading plan entered into on June 12, 2025, at weighted-average prices that reflect multiple trades in ranges from $172.6688 to $176.9387 per share. After these transactions, the family trust continues to hold over 200,000 Arista Networks shares indirectly attributed to Giancarlo.
Arista Networks reported strong first-quarter 2026 results, with revenue of $2.709 billion, up 35.1% year over year and 8.9% from the prior quarter. Product revenue reached $2.311 billion and service revenue $397.7 million, driving GAAP operating margin of 42.7% and non-GAAP operating margin of 47.8%.
GAAP diluted EPS was $0.80 versus $0.64 a year ago, while non-GAAP diluted EPS rose to $0.87 from $0.66. Net income was $1.023 billion, and cash flow from operations was $1.6935 billion, lifting cash and cash equivalents to $2.7895 billion with total assets of $21.657 billion. For Q2 2026, Arista expects revenue of about $2.8 billion, non-GAAP operating margin of 46–47%, and non-GAAP diluted EPS of about $0.88. The company also highlighted new AI-focused offerings such as XPO liquid-cooled pluggable optics and a universal AI spine, and reported a 2026 net promoter score of 89, indicating very strong customer satisfaction.
Arista Networks filing reports a proposed sale of 24,000 shares of Common Stock by an affiliate of Charlie Giancarlo through J.P. Morgan Securities LLC. The filing lists prior sales of 8,000 shares on 02/02/2026, 03/01/2026, and 04/01/2026 with reported beneficial holdings of 1,123,469, 1,029,372, and 1,007,603 respectively.
Vanguard Capital Management reports beneficial ownership of 78,571,406 shares of Arista Networks common stock, representing 6.25% of the class as of 03/31/2026. The filing states Vanguard has sole voting power over 10,301,200 shares and sole dispositive power over 78,571,406 shares. The disclosure reflects holdings managed across Vanguard Capital Management LLC and affiliated business divisions and notes the position includes securities held by Vanguard funds and client accounts. The filing was signed on 04/29/2026 by Ashley Grim, Head of Global Fund Administration.
Arista Networks, Inc. CEO and Chairperson Jayshree Ullal reported a series of open-market sales of common stock executed on April 22, 2026 through family-related trusts. In total, the Form 4 data shows 428,000 shares sold at weighted average prices of about $177.28 and $178.22 per share.
The shares were sold by trusts for Ullal’s children and other relatives, where she serves as trustee or co‑trustee and, for certain trusts, she disclaims beneficial ownership while sharing voting and investment control. The transactions were carried out under a pre‑arranged Rule 10b5‑1 trading plan adopted on November 14, 2025 for the benefit of her relatives.
Following these sales, the reported positions show multi‑million‑share holdings remaining in the family and children’s trusts, while Ullal also reports 9,917 shares held directly and 30,000 shares held indirectly in trusts for a niece and nephew.