Insider Confidence Grows Amid a Strong Market Run The recent filing from SVP Zech Gretchen, who has been a key figure in Arrow’s sustainability and human resources strategy, shows her acquiring 5,448 shares of Arrow common stock as part of a restricted‑stock‑unit (RSU) award. The transaction, valued at $0.00 per share due to the RSU structure, increases her holdings to 50,076 shares. While the price at the time of vesting is $154.20, the move is interpreted as a signal that Arrow’s senior leadership is comfortable with the company’s trajectory and is willing to stake more equity into the business.
A Wave of Buy‑Side Activity from the Top Brass The same day saw a flurry of purchases by other executives—Nowak, Marano, Lamercie, and Brewbaker each bought between 480 and 6,409 shares. Even the CFO, Agrawal, added 7,370 shares, underscoring a broader confidence that the company’s valuation is poised to continue rising. With a market cap of roughly $8.1 billion and a 52‑week high only a few points away, the insider buys coincide with a 9.4 % weekly gain and a 33.15 % monthly climb, suggesting that the leadership believes the stock is still undervalued relative to its earnings prospects.
Implications for Investors Insider buying, particularly when it comes from senior executives who are often rewarded for long‑term performance, can be a bullish signal. It indicates that those with the most insight into the company’s operations see continued upside. For investors, this activity can provide a form of “management endorsement” that may help justify a higher price target, especially given Arrow’s solid P/E of 14.5 and the company’s recent strategic push into next‑generation vehicle electronics.
Potential Risks and Caveats However, insider purchases are not a guarantee of future performance. The RSU award structure means Gretchen’s shares will vest over four years, aligning her interest with long‑term shareholder value but also delaying any immediate market impact. Moreover, the company’s stock has already approached a 52‑week high, and further upside may be limited without new catalysts beyond the February 9 initiative on vehicle electronics.
Bottom Line The collective buying spree by Arrow’s top leaders, coupled with the company’s robust quarterly performance and a moderate valuation, points to a positive outlook for the stock. While the market remains sensitive to supply chain disruptions and macro‑economic headwinds, the insider activity suggests that Arrow’s executives are betting on continued growth—an endorsement that could persuade cautious investors to take a long position as the company builds on its strategic initiatives.
| Date | Owner | Transaction Type | Shares | Price per Share | Security |
|---|---|---|---|---|---|
| 2026-02-10 | Zech Gretchen (SVP, Chief Gov, Sust, HR Offr) | Buy | 5,448.00 | N/A | Common Stock |
| 2026-02-10 | Nowak Eric (President, Global ECS) | Buy | 6,409.00 | N/A | Common Stock |
| 2026-02-10 | Marano Richard John (President, Global Components) | Buy | 6,409.00 | N/A | Common Stock |
| 2026-02-10 | Jean-Claude Carine Lamercie (SVP, CLCO and Secretary) | Buy | 3,204.00 | N/A | Common Stock |
| 2026-02-10 | Brewbaker Brandon Michael (VP, CAO, & CFP&A) | Buy | 480.00 | N/A | Common Stock |




