ANETArista Networks, Inc.Technology · Computer Hardwareas of 2026-09-25
Horizon

Issued 2026-09-25 at $206.55 · now $206.55 (2026-09-25, +0.0% since)

Based on its own history, a month from the 2026-09-25 close, ANET has typically landed between $172.54 and $257.49 — a range of −16.5% to +24.7% from the issuance price $206.55.

Range of outcomes in historically similar periods — not a price prediction. Ranges are scored publicly on /methodology.
  • Actual close
  • Typical path (median)
  • Middle 50% of outcomes
  • 90% range

3,074 overlapping 1 month windows · 2014-06-06 – 2026-08-26 · basis climatology · forecast (batch). Base rate up 53.7% (90% CI 51.5–55.9%, ≈1,391 obs). Not a call on this stock — we have no evidence its odds differ.

The cone is anchored at the 2026-09-25 issuance close ($206.55) — the price the forecast resolves against on 2026-10-26, not the latest close. The drawn path shape is illustrative (bands widen with √t); every labeled number is real — the anchor, the scored batch p90/IQR endpoints, and the typical move.

Where ANET has typically landed a month from the 2026-09-25 close of $206.55 — the range is history, not a prediction.

$172.54worst · -16.5%$257.49best · +24.7%
  • now $206.55 (+0.0%)
  • typicalThe typical outcome — half of similar past periods did better and half did worse (not an average, so a few wild periods don't skew it). $215.91 (+4.5%)
  • middle 50%The central range of outcomes — half of similar past periods landed inside it, a quarter finished above, a quarter below. $198.59–$233.24
  • 90% rangeA nine-in-ten range — in about nine of every ten similar past periods the outcome stayed within these bounds. $172.54–$257.49
Actual 1-month windows behind the coneiEvery overlapping 1-month window in this security's own price history was ranked by realized return; shown are the 3 worst and 3 best of 3,074 windows spanning 2014-06-06 to 2026-09-25. Not cherry-picked — these are the extremes of the full sample. Max drop / max rise are the deepest and highest points reached within each window. See /methodology.
StartReturnMax dropMax rise
3 worst
2020-02-13−33.9%−33.9%+0.0%
2025-02-10−33.3%−35.5%+0.0%
2025-02-07−33.2%−34.5%+1.5%
3 best
2021-10-06+48.1%+0.0%+48.1%
2021-10-07+45.7%+0.0%+45.7%
2021-10-05+45.6%+0.0%+45.6%

3,074 overlapping windows · 2014-06-06 – 2026-09-25 · not cherry-picked

Fundamentals iCompany financials — revenue, earnings, margins — from the newest filings shown, each carried with its date.iAs-reported figures and standard ratios from FMP, as of 2026-07-25. Revenue, net income and free cash flow can toggle annual or quarterly; margin, ROE and debt-to-equity are shown by fiscal year. We report the figures and the trend — no target price and no over/under-valued call. More on /methodology.

$219.1B
market cap
$2.92
EPS (TTM)
59.6
P/E (TTM)
2026-08-04
next earnings
Revenue$9.0B
'20'25
Net income$3.5B
'20'25
Free cash flow$4.3B
'20'25
Net margin · by yr39.0%
'20'25
ROE · by yr28.4%
'20'25
Debt / equity · by yr0.00
'20'25

Fair value — three views iIndependent reference estimates of worth (a cash-flow model, peer multiples, analyst targets), shown as separate views — not a single verdict.

iThree independent estimates of per-share value, each by a different method and each with its own assumptions: a discounted-cash-flow intrinsic value, a peer comparable (the median trailing P/E of 80 sector peers times this company's trailing EPS), and the analyst price-target consensus. They routinely disagree — that gap is the point. We show the three marks and the current price; we do not blend them into a single number or call the stock over- or under-valued. Marks as of the latest capture. More on /methodology.
now $206.55$86.49$215.44
  • DCF (intrinsic)$95.39
  • Peer P/E × EPS · sector median 34.2× · n=80$99.88
  • Analyst target · range $164.00–$200.00$187.50
  • Current price · last close 2026-09-25$206.55

Seasonality · by month iHow this security has tended to do in each calendar month historically — a frequency, never a prediction.

iFor each calendar month, the share of years this security closed higher than the month before, and the average month-over-month return, over ~13 years of its own price history. Cells are shaded by average return. This is historical frequency, not a prediction — no month is a signal.
Jan
75%
+2.1%
n=12
Feb
50%
+4.1%
n=12
Mar
67%
+3.1%
n=12
Apr
58%
+2.6%
n=12
May
67%
+1.5%
n=12
Jun
67%
+3.6%
n=12
Jul
69%
+7.6%
n=13
Aug
69%
+6.0%
n=13
Sep
54%
−0.7%
n=13
Oct
75%
+3.1%
n=12
Nov
75%
+6.9%
n=12
Dec
75%
+0.7%
n=12

Up-frequency and average month-over-month return · historical frequency, not a prediction

Reported insider & political trades

Every Form 4 the people closest to this company have filed with the SEC — plotted against the share price, aggregated by month, and shown with the gap between when each trade happened and when it was disclosed. A public record, not advice.

Share price & reported tradesMonthly open-market valueReporting lag — trade date to filing date2026-092026-082026-072026-062026-052026-042026-032026-022026-012025-122025-112025-102025-092025-08$211$1162026-09-21: 15 insider sales, $8.8M — Duda Kenneth …2026-09-17: 12 insider sales, $59.7M — BECHTOLSHEIM ANDREAS …2026-09-08: 5 insider sales, $986K — TEMPLETON MARK B …2026-09-01: 1 insider sale, $120K — Breithaupt Chantelle Yvette2026-08-27: 7 insider sales, $60.8M — BECHTOLSHEIM ANDREAS …2026-08-25: 3 insider sales, $2.6M — Ullal Jayshree …2026-08-21: 5 insider sales, $79K — Battles Kelly Bodnar …2026-08-20: 12 insider sales, $8.0M — Duda Kenneth …2026-08-12: 15 insider sales, $101.2M — Ullal Jayshree …2026-08-06: 16 insider sales, $79.4M — BECHTOLSHEIM ANDREAS …2026-08-05: 65 insider sales, $248.8M — Ullal Jayshree, BECHTOLSHEIM ANDREAS …2026-08-03: 13 insider sales, $1.4M — Giancarlo Charles H …2026-07-20: 12 insider sales, $7.4M — Duda Kenneth …2026-07-14: 10 insider sales, $54.2M — BECHTOLSHEIM ANDREAS …2026-07-10: 2 insider sales, $37.0M — Ullal Jayshree …2026-07-09: 6 insider sales, $38.4M — Ullal Jayshree …2026-07-02: 11 insider sales, $39.0M — BECHTOLSHEIM ANDREAS …2026-07-01: 21 insider sales, $44.0M — BECHTOLSHEIM ANDREAS, Giancarlo Charles H …2026-06-22: 6 insider sales, $3.6M — Duda Kenneth …2025-08: 32 open-market sales, $286.3M2025-09: 43 open-market sales, $237.7M2025-10: 21 open-market sales, $9.2M2025-11: 34 open-market sales, $11.5M2025-12: 18 open-market sales, $7.9M2026-01: 16 open-market sales, $8.3M2026-02: 30 open-market sales, $9.7M2026-03: 19 open-market sales, $9.0M2026-04: 43 open-market sales, $198.4M2026-05: 47 open-market sales, $77.9M2026-06: 62 open-market sales, $125.7M2026-07: 62 open-market sales, $220.1M2026-08: 136 open-market sales, $502.4M2026-09: 33 open-market sales, $69.6M↑ buys↓ salesdirector Duda Kenneth — Sale on 2026-09-21, filed 2 days after the tradedirector Duda Kenneth — Sale on 2026-09-21, filed 2 days after the tradedirector Duda Kenneth — Sale on 2026-09-21, filed 2 days after the tradedirector Duda Kenneth — Sale on 2026-09-21, filed 2 days after the tradedirector Duda Kenneth — Sale on 2026-09-21, filed 2 days after the tradedirector Duda Kenneth — Sale on 2026-09-21, filed 2 days after the tradedirector Duda Kenneth — Sale on 2026-09-21, filed 2 days after the tradedirector Duda Kenneth — Sale on 2026-09-21, filed 2 days after the tradedirector Duda Kenneth — Sale on 2026-09-21, filed 2 days after the tradedirector Duda Kenneth — Sale on 2026-09-21, filed 2 days after the tradedirector Duda Kenneth — Sale on 2026-09-21, filed 2 days after the tradedirector Duda Kenneth — Sale on 2026-09-21, filed 2 days after the tradedirector Duda Kenneth — Sale on 2026-09-21, filed 2 days after the tradedirector Duda Kenneth — Sale on 2026-09-21, filed 2 days after the tradedirector Duda Kenneth — Sale on 2026-09-21, filed 2 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-09-17, filed 4 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-09-17, filed 4 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-09-17, filed 4 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-09-17, filed 4 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-09-17, filed 4 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-09-17, filed 4 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-09-17, filed 4 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-09-17, filed 4 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-09-17, filed 4 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-09-17, filed 4 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-09-17, filed 4 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-09-17, filed 4 days after the tradedirector TEMPLETON MARK B — Sale on 2026-09-08, filed 2 days after the tradedirector TEMPLETON MARK B — Sale on 2026-09-08, filed 2 days after the tradedirector TEMPLETON MARK B — Sale on 2026-09-08, filed 2 days after the tradedirector TEMPLETON MARK B — Sale on 2026-09-08, filed 2 days after the tradedirector TEMPLETON MARK B — Sale on 2026-09-08, filed 2 days after the tradedirector Breithaupt Chantelle Yvette — Sale on 2026-09-01, filed 2 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-27, filed 4 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-27, filed 4 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-27, filed 4 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-27, filed 4 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-27, filed 4 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-27, filed 4 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-27, filed 4 days after the tradedirector Ullal Jayshree — Sale on 2026-08-25, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-25, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-25, filed 2 days after the tradedirector Battles Kelly Bodnar — Sale on 2026-08-21, filed 4 days after the tradedirector Battles Kelly Bodnar — Sale on 2026-08-21, filed 4 days after the tradedirector Battles Kelly Bodnar — Sale on 2026-08-21, filed 4 days after the tradedirector Battles Kelly Bodnar — Sale on 2026-08-21, filed 4 days after the tradedirector Battles Kelly Bodnar — Sale on 2026-08-21, filed 4 days after the tradedirector Duda Kenneth — Sale on 2026-08-20, filed 4 days after the tradedirector Duda Kenneth — Sale on 2026-08-20, filed 4 days after the tradedirector Duda Kenneth — Sale on 2026-08-20, filed 4 days after the tradedirector Duda Kenneth — Sale on 2026-08-20, filed 4 days after the tradedirector Duda Kenneth — Sale on 2026-08-20, filed 4 days after the tradedirector Duda Kenneth — Sale on 2026-08-20, filed 4 days after the tradedirector Duda Kenneth — Sale on 2026-08-20, filed 4 days after the tradedirector Duda Kenneth — Sale on 2026-08-20, filed 4 days after the tradedirector Duda Kenneth — Sale on 2026-08-20, filed 4 days after the tradedirector Duda Kenneth — Sale on 2026-08-20, filed 4 days after the tradedirector Duda Kenneth — Sale on 2026-08-20, filed 4 days after the tradedirector Duda Kenneth — Sale on 2026-08-20, filed 4 days after the tradedirector Ullal Jayshree — Sale on 2026-08-12, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-12, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-12, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-12, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-12, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-12, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-12, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-12, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-12, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-12, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-12, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-12, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-12, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-12, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-12, filed 2 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-06, filed 4 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-06, filed 4 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-06, filed 4 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-06, filed 4 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-06, filed 4 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-06, filed 4 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-06, filed 4 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-06, filed 4 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-06, filed 4 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-06, filed 4 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-06, filed 4 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-06, filed 4 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-06, filed 4 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-06, filed 4 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-06, filed 4 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-06, filed 4 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-05, filed 2 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-05, filed 2 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-05, filed 2 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-05, filed 2 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-05, filed 2 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-05, filed 2 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-08-05, filed 2 days after the tradedirector Giancarlo Charles H — Sale on 2026-08-03, filed 2 days after the tradedirector Giancarlo Charles H — Sale on 2026-08-03, filed 2 days after the tradedirector Giancarlo Charles H — Sale on 2026-08-03, filed 2 days after the tradedirector Giancarlo Charles H — Sale on 2026-08-03, filed 2 days after the tradedirector Giancarlo Charles H — Sale on 2026-08-03, filed 2 days after the tradedirector Giancarlo Charles H — Sale on 2026-08-03, filed 2 days after the tradedirector Giancarlo Charles H — Sale on 2026-08-03, filed 2 days after the tradedirector Giancarlo Charles H — Sale on 2026-08-03, filed 2 days after the tradedirector Giancarlo Charles H — Sale on 2026-08-03, filed 2 days after the tradedirector Giancarlo Charles H — Sale on 2026-08-03, filed 2 days after the tradedirector Giancarlo Charles H — Sale on 2026-08-03, filed 2 days after the tradedirector Giancarlo Charles H — Sale on 2026-08-03, filed 2 days after the tradedirector Giancarlo Charles H — Sale on 2026-08-03, filed 2 days after the tradedirector Duda Kenneth — Sale on 2026-07-20, filed 2 days after the tradedirector Duda Kenneth — Sale on 2026-07-20, filed 2 days after the tradedirector Duda Kenneth — Sale on 2026-07-20, filed 2 days after the tradedirector Duda Kenneth — Sale on 2026-07-20, filed 2 days after the tradedirector Duda Kenneth — Sale on 2026-07-20, filed 2 days after the tradedirector Duda Kenneth — Sale on 2026-07-20, filed 2 days after the tradedirector Duda Kenneth — Sale on 2026-07-20, filed 2 days after the tradedirector Duda Kenneth — Sale on 2026-07-20, filed 2 days after the tradedirector Duda Kenneth — Sale on 2026-07-20, filed 2 days after the tradedirector Duda Kenneth — Sale on 2026-07-20, filed 2 days after the tradedirector Duda Kenneth — Sale on 2026-07-20, filed 2 days after the tradedirector Duda Kenneth — Sale on 2026-07-20, filed 2 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-07-14, filed 2 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-07-14, filed 2 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-07-14, filed 2 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-07-14, filed 2 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-07-14, filed 2 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-07-14, filed 2 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-07-14, filed 2 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-07-14, filed 2 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-07-14, filed 2 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-07-14, filed 2 days after the tradedirector Ullal Jayshree — Sale on 2026-07-10, filed 4 days after the tradedirector Ullal Jayshree — Sale on 2026-07-10, filed 4 days after the tradedirector Ullal Jayshree — Sale on 2026-07-09, filed 4 days after the tradedirector Ullal Jayshree — Sale on 2026-07-09, filed 4 days after the tradedirector Ullal Jayshree — Sale on 2026-07-09, filed 4 days after the tradedirector Ullal Jayshree — Sale on 2026-07-09, filed 4 days after the tradedirector Ullal Jayshree — Sale on 2026-07-09, filed 4 days after the tradedirector Ullal Jayshree — Sale on 2026-07-09, filed 4 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-07-02, filed 5 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-07-02, filed 5 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-07-02, filed 5 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-07-02, filed 5 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-07-02, filed 5 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-07-02, filed 5 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-07-02, filed 5 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-07-02, filed 5 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-07-02, filed 5 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-07-02, filed 5 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-07-02, filed 5 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-07-01, filed 5 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-07-01, filed 5 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-07-01, filed 5 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-07-01, filed 5 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-07-01, filed 5 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-07-01, filed 5 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-07-01, filed 5 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-07-01, filed 5 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-07-01, filed 5 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-07-01, filed 5 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-07-01, filed 5 days after the tradedirector Giancarlo Charles H — Sale on 2026-07-01, filed 5 days after the tradedirector Giancarlo Charles H — Sale on 2026-07-01, filed 5 days after the tradedirector Giancarlo Charles H — Sale on 2026-07-01, filed 5 days after the tradedirector Giancarlo Charles H — Sale on 2026-07-01, filed 5 days after the tradedirector Giancarlo Charles H — Sale on 2026-07-01, filed 5 days after the tradedirector Giancarlo Charles H — Sale on 2026-07-01, filed 5 days after the tradedirector Giancarlo Charles H — Sale on 2026-07-01, filed 5 days after the tradedirector Giancarlo Charles H — Sale on 2026-07-01, filed 5 days after the tradetenPercentOwner BECHTOLSHEIM ANDREAS — Sale on 2026-07-01, filed 5 days after the tradedirector Giancarlo Charles H — Sale on 2026-07-01, filed 5 days after the tradedirector Duda Kenneth — Sale on 2026-06-22, filed 2 days after the tradedirector Duda Kenneth — Sale on 2026-06-22, filed 2 days after the tradedirector Duda Kenneth — Sale on 2026-06-22, filed 2 days after the tradedirector Duda Kenneth — Sale on 2026-06-22, filed 2 days after the tradedirector Duda Kenneth — Sale on 2026-06-22, filed 2 days after the tradedirector Duda Kenneth — Sale on 2026-06-22, filed 2 days after the trade
DatePersonRoleActionShares @ priceValueOwnership Δvs S&P 1mvs S&P 6mOwned afterFiling
2026-09-21Duda KennethdirectorSale7,420 @ $202.66$1.5M−25.7% of holdingnot yet — horizon still opennot yet — horizon still open21,409Form 4 · filed 2 days after the trade
2026-09-21Duda KennethdirectorSale6,849 @ $202.66$1.4M−0.6% of holdingnot yet — horizon still opennot yet — horizon still open1,178,703Form 4 · filed 2 days after the trade
2026-09-21Duda KennethdirectorSale4,281 @ $202.66$868K−0.9% of holdingnot yet — horizon still opennot yet — horizon still open447,265Form 4 · filed 2 days after the trade
2026-09-21Duda KennethdirectorSale3,533 @ $204.78$723K−18.9% of holdingnot yet — horizon still opennot yet — horizon still open15,176Form 4 · filed 2 days after the trade
2026-09-21Duda KennethdirectorSale3,262 @ $204.78$668K−0.3% of holdingnot yet — horizon still opennot yet — horizon still open1,172,949Form 4 · filed 2 days after the trade
2026-09-21Duda KennethdirectorSale2,700 @ $203.49$549K−12.6% of holdingnot yet — horizon still opennot yet — horizon still open18,709Form 4 · filed 2 days after the trade
2026-09-21Duda KennethdirectorSale2,492 @ $203.49$507K−0.2% of holdingnot yet — horizon still opennot yet — horizon still open1,176,211Form 4 · filed 2 days after the trade
2026-09-21Duda KennethdirectorSale2,200 @ $205.50$452K−14.5% of holdingnot yet — horizon still opennot yet — horizon still open12,976Form 4 · filed 2 days after the trade
2026-09-21Duda KennethdirectorSale2,031 @ $205.50$417K−0.2% of holdingnot yet — horizon still opennot yet — horizon still open1,170,918Form 4 · filed 2 days after the trade
2026-09-21Duda KennethdirectorSale2,038 @ $204.78$417K−0.5% of holdingnot yet — horizon still opennot yet — horizon still open443,669Form 4 · filed 2 days after the trade
2026-09-21Duda KennethdirectorSale1,558 @ $203.49$317K−0.3% of holdingnot yet — horizon still opennot yet — horizon still open445,707Form 4 · filed 2 days after the trade
2026-09-21Duda KennethdirectorSale1,480 @ $201.70$299K−4.9% of holdingnot yet — horizon still opennot yet — horizon still open28,829Form 4 · filed 2 days after the trade
2026-09-21Duda KennethdirectorSale1,366 @ $201.70$276K−0.1% of holdingnot yet — horizon still opennot yet — horizon still open1,185,552Form 4 · filed 2 days after the trade
2026-09-21Duda KennethdirectorSale1,269 @ $205.50$261K−0.3% of holdingnot yet — horizon still opennot yet — horizon still open442,400Form 4 · filed 2 days after the trade
2026-09-21Duda KennethdirectorSale854 @ $201.70$172K−0.2% of holdingnot yet — horizon still opennot yet — horizon still open451,546Form 4 · filed 2 days after the trade
2026-09-17BECHTOLSHEIM ANDREAStenPercentOwnerSale58,043 @ $200.38$11.6M−0.0% of holdingnot yet — horizon still opennot yet — horizon still open180,612,010Form 4 · filed 4 days after the trade
2026-09-17BECHTOLSHEIM ANDREAStenPercentOwnerSale38,920 @ $199.58$7.8M−0.0% of holdingnot yet — horizon still opennot yet — horizon still open180,670,053Form 4 · filed 4 days after the trade
2026-09-17BECHTOLSHEIM ANDREAStenPercentOwnerSale32,836 @ $195.47$6.4M−0.0% of holdingnot yet — horizon still opennot yet — horizon still open180,773,773Form 4 · filed 4 days after the trade
2026-09-17BECHTOLSHEIM ANDREAStenPercentOwnerSale29,271 @ $194.52$5.7M−0.0% of holdingnot yet — horizon still opennot yet — horizon still open180,806,609Form 4 · filed 4 days after the trade
2026-09-17BECHTOLSHEIM ANDREAStenPercentOwnerSale26,435 @ $198.33$5.2M−0.0% of holdingnot yet — horizon still opennot yet — horizon still open180,708,973Form 4 · filed 4 days after the trade
2026-09-17BECHTOLSHEIM ANDREAStenPercentOwnerSale25,096 @ $203.56$5.1M−0.0% of holdingnot yet — horizon still opennot yet — horizon still open180,554,974Form 4 · filed 4 days after the trade
2026-09-17BECHTOLSHEIM ANDREAStenPercentOwnerSale20,418 @ $196.29$4.0M−0.0% of holdingnot yet — horizon still opennot yet — horizon still open180,753,355Form 4 · filed 4 days after the trade
2026-09-17BECHTOLSHEIM ANDREAStenPercentOwnerSale17,947 @ $197.51$3.5M−0.0% of holdingnot yet — horizon still opennot yet — horizon still open180,735,408Form 4 · filed 4 days after the trade
2026-09-17BECHTOLSHEIM ANDREAStenPercentOwnerSale16,239 @ $201.34$3.3M−0.0% of holdingnot yet — horizon still opennot yet — horizon still open180,595,771Form 4 · filed 4 days after the trade
2026-09-17BECHTOLSHEIM ANDREAStenPercentOwnerSale15,701 @ $202.40$3.2M−0.0% of holdingnot yet — horizon still opennot yet — horizon still open180,580,070Form 4 · filed 4 days after the trade
2026-09-17BECHTOLSHEIM ANDREAStenPercentOwnerSale11,926 @ $204.31$2.4M−0.0% of holdingnot yet — horizon still opennot yet — horizon still open180,543,048Form 4 · filed 4 days after the trade
2026-09-17BECHTOLSHEIM ANDREAStenPercentOwnerSale7,168 @ $193.61$1.4M−0.0% of holdingnot yet — horizon still opennot yet — horizon still open180,835,880Form 4 · filed 4 days after the trade
2026-09-08TEMPLETON MARK BdirectorSale1,700 @ $198.44$337K−3.1% of holdingnot yet — horizon still opennot yet — horizon still open53,710Form 4 · filed 2 days after the trade
2026-09-08TEMPLETON MARK BdirectorSale1,300 @ $195.27$254K−2.2% of holdingnot yet — horizon still opennot yet — horizon still open57,110Form 4 · filed 2 days after the trade
2026-09-08TEMPLETON MARK BdirectorSale1,000 @ $197.46$197K−1.8% of holdingnot yet — horizon still opennot yet — horizon still open55,410Form 4 · filed 2 days after the trade
2026-09-08TEMPLETON MARK BdirectorSale700 @ $196.20$137K−1.2% of holdingnot yet — horizon still opennot yet — horizon still open56,410Form 4 · filed 2 days after the trade
2026-09-08TEMPLETON MARK BdirectorSale300 @ $199.32$60K−0.6% of holdingnot yet — horizon still opennot yet — horizon still open53,410Form 4 · filed 2 days after the trade
2026-09-01Breithaupt Chantelle YvettedirectorSale612 @ $195.77$120K−0.9% of holdingnot yet — horizon still opennot yet — horizon still open69,921Form 4 · filed 2 days after the trade
2026-08-27BECHTOLSHEIM ANDREAStenPercentOwnerSale73,794 @ $202.71$15.0M−0.0% of holdingnot yet — horizon still opennot yet — horizon still open180,934,056Form 4 · filed 4 days after the trade
2026-08-27BECHTOLSHEIM ANDREAStenPercentOwnerSale70,054 @ $201.74$14.1M−0.0% of holdingnot yet — horizon still opennot yet — horizon still open181,007,850Form 4 · filed 4 days after the trade
2026-08-27BECHTOLSHEIM ANDREAStenPercentOwnerSale64,510 @ $204.82$13.2M−0.0% of holdingnot yet — horizon still opennot yet — horizon still open180,848,694Form 4 · filed 4 days after the trade
2026-08-27BECHTOLSHEIM ANDREAStenPercentOwnerSale50,091 @ $200.81$10.1M−0.0% of holdingnot yet — horizon still opennot yet — horizon still open181,077,904Form 4 · filed 4 days after the trade
2026-08-27BECHTOLSHEIM ANDREAStenPercentOwnerSale20,852 @ $203.69$4.2M−0.0% of holdingnot yet — horizon still opennot yet — horizon still open180,913,204Form 4 · filed 4 days after the trade
2026-08-27BECHTOLSHEIM ANDREAStenPercentOwnerSale15,053 @ $199.91$3.0M−0.0% of holdingnot yet — horizon still opennot yet — horizon still open181,127,995Form 4 · filed 4 days after the trade
2026-08-27BECHTOLSHEIM ANDREAStenPercentOwnerSale5,646 @ $205.45$1.2M−0.0% of holdingnot yet — horizon still opennot yet — horizon still open180,843,048Form 4 · filed 4 days after the trade
2026-08-25Ullal JayshreedirectorSale10,128 @ $191.99$1.9M−49.5% of holding+7.6%not yet — horizon still open10,317Form 4 · filed 2 days after the trade
2026-08-25Ullal JayshreedirectorSale3,281 @ $191.10$627K−13.8% of holding+7.6%not yet — horizon still open20,445Form 4 · filed 2 days after the trade
2026-08-25Ullal JayshreedirectorSale400 @ $192.64$77K−3.9% of holding+7.6%not yet — horizon still open9,917Form 4 · filed 2 days after the trade
2026-08-21Battles Kelly BodnardirectorSale213 @ $188.69$40K−2.0% of holding+7.8%not yet — horizon still open10,194Form 4 · filed 4 days after the trade
2026-08-21Battles Kelly BodnardirectorSale70 @ $184.77$13K−0.7% of holding+7.8%not yet — horizon still open10,546Form 4 · filed 4 days after the trade
2026-08-21Battles Kelly BodnardirectorSale64 @ $185.61$12K−0.6% of holding+7.8%not yet — horizon still open10,482Form 4 · filed 4 days after the trade
2026-08-21Battles Kelly BodnardirectorSale40 @ $187.77$8K−0.4% of holding+7.8%not yet — horizon still open10,407Form 4 · filed 4 days after the trade
2026-08-21Battles Kelly BodnardirectorSale35 @ $186.93$7K−0.3% of holding+7.8%not yet — horizon still open10,447Form 4 · filed 4 days after the trade
2026-08-20Duda KennethdirectorSale6,568 @ $186.13$1.2M−32.3% of holding+10.4%not yet — horizon still open13,794Form 4 · filed 4 days after the trade
2026-08-20Duda KennethdirectorSale6,063 @ $186.13$1.1M−0.6% of holding+10.4%not yet — horizon still open1,015,922Form 4 · filed 4 days after the trade
2026-08-20Duda KennethdirectorSale5,750 @ $185.18$1.1M−22.0% of holding+10.4%not yet — horizon still open20,362Form 4 · filed 4 days after the trade
2026-08-20Duda KennethdirectorSale5,308 @ $185.18$983K−0.5% of holding+10.4%not yet — horizon still open1,021,985Form 4 · filed 4 days after the trade
2026-08-20Duda KennethdirectorSale4,197 @ $184.33$774K−13.8% of holding+10.4%not yet — horizon still open26,112Form 4 · filed 4 days after the trade
2026-08-20Duda KennethdirectorSale3,875 @ $184.33$714K−0.4% of holding+10.4%not yet — horizon still open1,027,293Form 4 · filed 4 days after the trade
2026-08-20Duda KennethdirectorSale3,789 @ $186.13$705K−0.8% of holding+10.4%not yet — horizon still open452,872Form 4 · filed 4 days after the trade
2026-08-20Duda KennethdirectorSale3,317 @ $185.18$614K−0.7% of holding+10.4%not yet — horizon still open456,661Form 4 · filed 4 days after the trade
2026-08-20Duda KennethdirectorSale2,422 @ $184.33$446K−0.5% of holding+10.4%not yet — horizon still open459,978Form 4 · filed 4 days after the trade
2026-08-20Duda KennethdirectorSale818 @ $186.97$153K−5.9% of holding+10.4%not yet — horizon still open12,976Form 4 · filed 4 days after the trade
2026-08-20Duda KennethdirectorSale754 @ $186.97$141K−0.1% of holding+10.4%not yet — horizon still open1,015,168Form 4 · filed 4 days after the trade
2026-08-20Duda KennethdirectorSale472 @ $186.97$88K−0.1% of holding+10.4%not yet — horizon still open452,400Form 4 · filed 4 days after the trade

The vs-S&P columns are a labeled look-back on what the stock did after each filing, measured against the index over the same window. Descriptive history, not a claim about the person or a reason to trade.

63 award / exercise / gift records — not counted as purchases

Awards, option exercises, gifts and tax-withholding disposals are shown separately and never counted as open-market purchases or sales — they carry no conviction information.

DatePersonRoleActionSharesOwned afterFiling
2026-09-21Duda KennethdirectorOption exercise17,33330,309Form 4
2026-09-21Duda KennethdirectorOption exercise17,333138,668Form 4
2026-09-10Duda KennethdirectorOther acquisition57,23281,927Form 4
2026-09-10Duda KennethdirectorOther acquisition28,616692,104Form 4
2026-09-10Duda KennethdirectorOther acquisition28,616690,621Form 4
2026-09-08Duda KennethdirectorOther acquisition100,000720,720Form 4
2026-09-08Duda KennethdirectorOther acquisition200,00024,695Form 4
2026-09-08Duda KennethdirectorOther acquisition100,000719,237Form 4
2026-08-28Duda KennethdirectorOther acquisition42,937619,237Form 4
2026-08-28Duda KennethdirectorOther acquisition42,938620,720Form 4
2026-08-28Duda KennethdirectorOther acquisition85,8751,101,043Form 4
2026-08-28Duda KennethdirectorOther acquisition42,937663,658Form 4
2026-08-28Duda KennethdirectorOther acquisition51,160705,112Form 4
2026-08-28Duda KennethdirectorOther acquisition85,8751,186,918Form 4
2026-08-28Duda KennethdirectorOther acquisition42,938662,174Form 4
2026-08-28Duda KennethdirectorOther acquisition102,320224,695Form 4
2026-08-28Duda KennethdirectorOther acquisition51,160706,595Form 4
2026-08-20Nightingale TodddirectorWithheld for tax63,54069,463Form 4
2026-08-20Duda KennethdirectorWithheld for tax15,541122,375Form 4
2026-08-20Ullal JayshreedirectorWithheld for tax13,85523,726Form 4
2026-08-20Breithaupt Chantelle YvettedirectorWithheld for tax6,14570,533Form 4
2026-08-20Duda KennethdirectorOption exercise13,33426,310Form 4
2026-08-20Duda KennethdirectorOption exercise3,99930,309Form 4
2026-08-20CHEW LEWISdirectorOption exercise53831,770Form 4
2026-08-20Scheinman DanieldirectorOption exercise5381,615Form 4
2026-08-20Duda KennethdirectorOption exercise3,8803,884Form 4
2026-08-20Battles Kelly BodnardirectorOption exercise5381,615Form 4
2026-08-20Wassenaar YvonnedirectorOption exercise5381,615Form 4
2026-08-20Wassenaar YvonnedirectorOption exercise53810,322Form 4
2026-08-20Breithaupt Chantelle YvettedirectorOption exercise1,35017,550Form 4
2026-08-20Giancarlo Charles HdirectorOption exercise5381,509Form 4
2026-08-20Nightingale TodddirectorOption exercise10,360133,003Form 4
2026-08-20Nightingale TodddirectorOption exercise116,515349,545Form 4
2026-08-20Duda KennethdirectorOption exercise19,816136,566Form 4
2026-08-20Nightingale TodddirectorOption exercise10,3600Form 4
2026-08-20Breithaupt Chantelle YvettedirectorOption exercise1,35076,678Form 4
2026-08-20Battles Kelly BodnardirectorOption exercise53810,616Form 4
2026-08-20CHEW LEWISdirectorOption exercise5381,615Form 4
2026-08-20Duda KennethdirectorOption exercise1,350137,916Form 4
2026-08-20Ullal JayshreedirectorOption exercise27,66437,581Form 4

Source: SEC Form 4 filings. Each row links to its original filing.

Across 2012–2021, stocks where a CEO, C-suite officer, or director had recently made an open-market common-stock purchase ran about +28 bp per month above the universe average (n=34,268 stock-weeks). A historical tendency, not a prediction.

Congressional disclosures iStock trades disclosed by members of Congress for this company, by the date they were filed.iDisclosures shown as facts. A purchase “cluster” (≥2 members of Congress filing a buy within 90 days) has historically preceded modestly higher forward returns — and it persisted out-of-sample, though it roughly halved after 2021 (see below). A descriptive historical tendency, not a signal to trade and not used in our forecast. See /methodology.

As of 2026-09-25 · point-in-time by filed date

Purchase clusters · 2015–2021 (dev)+45 bp/mo vs baseline · up-rate 59.3% vs 57.3% · n=31,607 cluster ticker-weeks
Purchase clusters · 2022–2026 (out-of-sample)+32 bp/mo vs baseline · up-rate 54.0% vs 53.3% · n=27,793

A cluster = ≥2 members of Congress filing a purchase within 90 days. The historical tilt persisted after 2021 but roughly halved (+45 → +32 bp/mo forward 1-month vs the S&P 500 weekly-grid baseline). Descriptive historical tendency — not a signal to trade, and not used in our forecast (audition-log 2026-07-27, recomputed 2026-09-08).

'23 Q'24 Q'24 Q'24 Q'24 Q'25 Q'25 Q'25 Q'25 Q'26 Q'26 Q'26 Qpurchases ▲ / sales ▼ ($ vol)
MemberChamberTypeFiledTradedSize
Alan ArmstrongSenatepurchase2026-07-212026-03-27$1–15K
Dan NewhouseHousepurchase2026-07-172026-07-10$1–15K
Ro KhannaHousepurchase2026-07-062026-06-30$1–15K
Michael T. McCaulHousepurchase2026-06-102026-05-06$15–50K
Ro KhannaHousesale2026-06-092026-05-27$1–15K
Ro KhannaHousesale2026-06-092026-05-15$1–15K
Ro KhannaHousepurchase2026-05-112026-04-13$1–15K
Ro KhannaHousepurchase2026-05-112026-04-24$1–15K
Gilbert CisnerosHousesale2026-04-072026-03-25$1–15K
Ro KhannaHousesale2026-03-092026-02-06$1–15K
Ro KhannaHousesale2026-03-092026-02-05$1–15K
Ro KhannaHousepurchase2026-03-092026-02-24$1–15K
Tony WiedHousepurchase2026-03-092026-02-12$100–250K
Gilbert CisnerosHousepurchase2026-02-132026-01-30$1–15K

Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.