Eric Nowak

ARW

PRESIDENT, GLOBAL ECS · ARROW ELECTRONICS, INC. · CIK 0002017840

FILING MIX · LIFETIME50%/50%

BUYS

SELLS

TOTAL VALUE

$7.24M

COMPANIES

ACTIVE SINCE

May 2024

HOLDINGS NOW

48,835

AVG SELL PX

$149.24

Trades · vs SPY

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Performance · forward returns vs SPY

5 backtested trades · 8 horizons · 11 pending

Forward-return performance of every backtestable P/S trade by Eric Nowak, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.

HORIZON	TRADES	WIN RATE	INSIDER RETURN	SPY RETURN	MEAN EXCESS	MEDIAN EXCESS	T-STAT
7d	5	+100.00%	-2.09%	+0.32%	-2.41%	-2.21%	—
14d	5	+100.00%	-1.94%	+0.66%	-2.60%	-2.40%	—
30d	5	+60.00%	-5.73%	-1.31%	-4.42%	-6.72%	—
60d	5	+0.00%	+9.92%	+2.28%	+7.64%	+11.68%	—
90d	5	+40.00%	+16.00%	+7.64%	+8.37%	+20.98%	—
180d	5(3 pending)	+100.00%	-8.25%	+15.09%	-23.34%	-23.34%	—
1y	5(3 pending)	+0.00%	+65.47%	+26.62%	+38.85%	+38.85%	—
2y	5(5 pending)	—	—	—	—	—	—

How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.

Holdings over time

ARW · 48,835 shares · as of May 20, 2026

Trading cadence · quarterly flow

BUY ● SELL ●

2024

2025

2026

FLOW · 8 buys / 8 sellsCOVERAGE · 9 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED	DETAILS
ARW ARROW ELECTRONICS, INC.	SALE President, Global ECS	3,473	$210.99	$732.8K	48,835	May 20, 2026	May 21, 2026 ↗	View →
ARW ARROW ELECTRONICS, INC.	SALE President, Global ECS	3,972	$157.45	$625.4K	50,901	Feb 11, 2026	Feb 12, 2026 ↗	View →
ARW ARROW ELECTRONICS, INC.	SALE President, Global ECS	5,034	$156.63	$788.5K	43,509	Feb 11, 2026	Feb 12, 2026 ↗	View →
ARW ARROW ELECTRONICS, INC.	SALE President, Global ECS	3,693	$157.33	$581.0K	46,982	Feb 11, 2026	Feb 12, 2026 ↗	View →
ARW ARROW ELECTRONICS, INC.	PURCHASE President, Global ECS	7,166	$81.05	$580.8K	50,675	Feb 11, 2026	Feb 12, 2026 ↗	View →
ARW ARROW ELECTRONICS, INC.	PURCHASE President, Global ECS	7,891	$79.22	$625.1K	54,873	Feb 11, 2026	Feb 12, 2026 ↗	View →
ARW ARROW ELECTRONICS, INC.	SALE President, Global ECS	7,166	—	—	0	Feb 11, 2026	Feb 12, 2026 ↗	View →
ARW ARROW ELECTRONICS, INC.	SALE President, Global ECS	7,891	—	—	0	Feb 11, 2026	Feb 12, 2026 ↗	View →
ARW ARROW ELECTRONICS, INC.	PURCHASEGRANT Stock grant	1,407	—	—	52,308	Feb 11, 2026	Feb 13, 2026 ↗	View →
ARW ARROW ELECTRONICS, INC.	PURCHASEGRANT Stock grant	6,409	—	—	48,543	Feb 10, 2026	Feb 12, 2026 ↗	View →
ARW ARROW ELECTRONICS, INC.	SALE President, Global ECS	6,713	$122.24	$820.6K	42,134	May 12, 2025	May 13, 2025 ↗	View →
ARW ARROW ELECTRONICS, INC.	SALE President, Global ECS	4,952	$122.39	$606.1K	43,895	May 12, 2025	May 13, 2025 ↗	View →
ARW ARROW ELECTRONICS, INC.	PURCHASEGRANT Stock grant	2,193	$106.82	$234.3K	48,847	Feb 12, 2025	Feb 13, 2025 ↗	View →
ARW ARROW ELECTRONICS, INC.	PURCHASEGRANT Stock grant	9,293	$107.61	$1.00M	46,654	Feb 11, 2025	Feb 12, 2025 ↗	View →
ARW ARROW ELECTRONICS, INC.	PURCHASEGRANT Stock grant	3,858	$129.61	$500.0K	37,361	Sep 17, 2024	Sep 19, 2024 ↗	View →
ARW ARROW ELECTRONICS, INC.	PURCHASEGRANT Stock grant	1,181	$127.02	$150.0K	33,503	May 7, 2024	May 9, 2024 ↗	View →

Other insiders · ARW

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About this filer

CIK 0002017840

ROLE

President, Global ECS

PRIMARY

ARW

COMPANIES

ACTIVE SINCE

May 2024

MARKETPEEL · /INSIDER/0002017840DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Eric Nowak

The morning brief, before the bell.