Jean-Claude Carine Lamercie, SVP, CLO & Secretary, has engaged in 27 reported transactions involving Arrow Electronics (ARW) since 2024, with a clear net selling bias. While Lamercie has acquired $1.56 million in ARW shares through awards and purchases, they have disposed of $2.21 million worth of stock, resulting in a net divestment of approximately $648,000. The selling activity has intensified recently, with four disposals in February 2026 alone, including three sales totaling $968,400 on February 23 (two open-market sales at $302,560 and $349,920, plus a $154,967 derivative transaction) and a $626,600 sale on February 11. Earlier transactions show a mix of equity awards and dispositions, including a $180,895 sale in March 2024 and multiple smaller transactions under $50,000, typically tied to tax obligations or derivative settlements.
Lamercie's trading pattern reveals concentrated activity around annual February vesting events, with notable equity awards in 2025 ($234,256 on February 12 and $474,991 on February 11) followed by subsequent disposals. The absence of recent purchases contrasts with the consistent selling, particularly the high-value February 2026 transactions. All activity remains confined to ARW, with no diversification across other securities. The transactions suggest an ongoing reduction in exposure, though the retained awards indicate maintained alignment with the company. The timing and scale of disposals—especially the six-figure sales—point to deliberate liquidity events rather than routine portfolio rebalancing.
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