ARROW ELECTRONICS, INC. SEC Filings

Arrow Electronics, Inc. (ARW) reported a director equity award of 323.59 deferred stock units on 11/14/2025. These deferred stock units were issued under the Arrow Electronics, Inc. Non-Employee Directors Deferred Compensation Plan and will be settled in shares of common stock on a one-for-one basis after the director’s death or separation from service. Following this award, the reporting person beneficially owns 4,217.59 deferred stock units held in direct form.

Arrow Electronics, Inc. (ARW) reported that one of its directors acquired additional equity-linked compensation in the form of deferred stock units. On 11/14/2025, the director received 277.37 deferred stock units, recorded at a price of $0, under the company’s Non-Employee Directors Deferred Compensation Plan.

Each deferred stock unit is to be settled by issuing one share of Arrow Electronics common stock on a one-for-one basis following the director’s death or separation from service as a director. After this grant, the director beneficially owned a total of 14,260.43 deferred stock units, all held in direct ownership.

AQR Capital Management, LLC and AQR Capital Management Holdings, LLC filed a Schedule 13G reporting beneficial ownership of 3,185,582 shares of Arrow Electronics (ARW) common stock, representing 6.19% of the class.

The filers report shared voting and shared dispositive power over all 3,185,582 shares, with no sole voting or dispositive power. The filing is certified as ordinary course and not for the purpose of changing or influencing control. The stated date of the event requiring the filing is 09/30/2025.

Arrow Electronics (ARW) filed its quarterly report detailing higher sales and earnings. For the quarter ended September 27, 2025, sales were $7,712,541 and gross profit was $835,314. Operating income reached $179,007 and net income attributable to shareholders was $109,193, with diluted EPS of $2.09.

Year to date, sales were $22,106,505 and operating income was $528,146. Net cash used for operating activities was $135,901, reflecting working capital swings as accounts receivable and payable moved with volume. Long‑term debt increased to $3,118,668, including $1,005,000 outstanding under the North American asset securitization program; the $2.0 billion revolving credit facility was amended to mature in June 2030.

The company recorded $35,648 of restructuring, integration, and other charges in the quarter, tied to its Operating Expense Efficiency Plan, which is expected to total approximately $185,000 pre‑tax. Arrow repurchased 0.9 million shares for $99,900 during the first nine months; no repurchases occurred in the quarter. Share repurchase authorization remaining was $223,360. Common shares outstanding were 51,511,356 as of October 23, 2025.

Arrow Electronics (ARW) furnished a Form 8‑K to announce its third quarter 2025 earnings. The company issued a press release on October 30, 2025, which is attached as Exhibit 99.1.

The press release is being furnished under Item 2.02 and is not deemed filed for purposes of Section 18 of the Exchange Act, nor incorporated by reference into other filings unless specifically stated.

Arrow Electronics (ARW): ACR Alpine Capital Research and affiliated entities reported beneficial ownership of 2,633,060 shares of common stock, representing 5.1% of the class. The percentage is based on 51,501,705 shares outstanding as of July 24, 2025.

The reporting group, which includes ACR Alpine Capital Research, LP and related entities, as well as Nicholas V. and Jennifer O. Tompras, reports 0 shares with sole voting or dispositive power and 2,633,060 shares with shared voting and shared dispositive power.

The certification states the securities were not acquired for the purpose of changing or influencing control, consistent with a passive Schedule 13G filing. Individual affiliated vehicles also report smaller positions (e.g., APC 323,313; ACREX 41,465), while aggregate control across the group is disclosed at the 5.1% level.

Arrow Electronics, Inc. filed an amended current report to provide details of the compensation package for William (“Bill”) Austen, who was appointed Interim President and Chief Executive Officer effective September 16, 2025.

Under an offer letter effective as of that date, Mr. Austen will receive an annual base salary of $1,200,000. He was also granted a one-time special award of restricted stock units with a grant date value of $3,600,000, granted on September 30, 2025. These RSUs are scheduled to vest on the one-year anniversary of the grant date, provided he continues to serve as Interim President and CEO or as a member of the Board through the vesting date. He will also receive relocation assistance benefits related to business travel to the company’s corporate headquarters.

Arrow Electronics, Inc. filed an 8-K disclosing a material personnel event dated September 16, 2025. The filing lists a Separation and Release of Claims Agreement with Sean Kerins and attaches a company press release from the same date. The document identifies Carine Jean-Claude as Senior Vice President, Chief Legal and Compliance Officer, and Secretary and notes standard exhibit attachments including the separation agreement and the press release. No financial metrics, earnings information, or other transaction details are provided in the excerpt.

Arrow Electronics insider Rajesh K. Agrawal, Senior Vice President and Chief Financial Officer, reported a sale of 4,414 shares of Arrow Electronics common stock on 09/12/2025 at a price of $128.34 per share. After the reported disposition, Mr. Agrawal beneficially owns 53,170 shares. The filing states the transaction code F and explains the shares were withheld to satisfy tax withholding obligations upon vesting of restricted stock units, indicating the sale was for tax withholding rather than an open-market cash sale. The Form 4 was signed by an attorney-in-fact on behalf of the reporting person on 09/15/2025.