Arlo Technologies SEC Filings

Arlo Technologies CEO Matthew Blake McRae executed significant stock sales through a pre-planned Rule 10b5-1 trading plan established on March 14, 2025. Over three consecutive trading days, McRae disposed of a total of 866,622 shares in the following transactions:

• June 20, 2025: Sold 372,488 shares at weighted average price of $17.1449
• June 23, 2025: Sold 188,930 shares at weighted average price of $16.7052
• June 24, 2025: Sold 305,204 shares at weighted average price of $16.8032

Following these transactions, McRae retains beneficial ownership of 1,796,359 shares held directly. The sales were executed according to a predetermined trading plan, which provides an affirmative defense against insider trading allegations. The filing notes that McRae had previously acquired 2,236 shares through the company's Employee Stock Purchase Plan on May 15, 2025.

Arlo Technologies Director Grady Summers received a grant of 10,520 restricted stock units (RSUs) on June 20, 2025, as reported in this Form 4 filing. The RSUs were awarded under the company's 2018 Equity Incentive Plan at a price of $0 per unit.

Key details of the transaction:

• The RSUs will vest at the 2026 annual stockholder meeting
• Each RSU represents the right to receive one share of common stock upon vesting
• Following this transaction, Summers directly owns 219,083 shares
• The filing was signed by Brian Busse as attorney-in-fact on June 23, 2025

This grant appears to be part of the company's regular director compensation program. No derivative securities were involved in this transaction.

Arlo Technologies Director Amy M. Rothstein received a grant of 10,520 restricted stock units (RSUs) on June 20, 2025, as reported in this Form 4 filing. The RSUs were awarded under the company's 2018 Equity Incentive Plan at a price of $0 per unit.

Key details of the transaction:

• The RSUs will vest at the 2026 annual stockholder meeting
• Each RSU represents the right to receive one share of common stock upon vesting
• Following this transaction, Rothstein directly owns 85,552 shares
• The filing was signed by Brian Busse as attorney-in-fact on June 23, 2025

This equity grant appears to be part of the standard director compensation package, demonstrating the company's continued alignment of director interests with shareholders through equity-based compensation.

Director Ralph E. Faison of Arlo Technologies received a grant of 10,520 restricted stock units (RSUs) on June 20, 2025. The RSUs were awarded under the company's 2018 Equity Incentive Plan at a price of $0 per unit.

Key details of the transaction:

• The RSUs will vest at the 2026 annual stockholder meeting
• Each RSU represents the right to receive one share of common stock upon vesting
• Following this transaction, Faison directly owns 396,119 shares of Arlo Technologies common stock
• The transaction was reported via Form 4 filing, indicating changes in beneficial ownership

This equity grant appears to be part of the company's standard director compensation program, aligning the director's interests with those of shareholders through long-term stock ownership.

Arlo Technologies (ARLO) Director Catriona M. Fallon received a grant of 10,520 restricted stock units (RSUs) on June 20, 2025, as part of the company's 2018 Equity Incentive Plan. The RSUs were awarded at $0 cost and will vest at the 2026 annual stockholders meeting.

Following this transaction, Fallon now beneficially owns 98,097 shares directly. This Form 4 filing details changes in insider ownership pursuant to SEC regulations. Key transaction details:

• Transaction Type: RSU Grant (Code A)
• Ownership Type: Direct
• Each RSU converts to one common share upon vesting
• Filing was completed by Attorney-in-Fact Brian Busse on June 23, 2025

Director Joycelyn Carter Miller of Arlo Technologies received a grant of 10,520 restricted stock units (RSUs) on June 20, 2025, as reported in this Form 4 filing. The RSUs were awarded under the company's 2018 Equity Incentive Plan at a price of $0.

Key details of the transaction:

• The RSUs will vest at the 2026 annual stockholder meeting
• Following the transaction, Carter Miller directly owns 111,664 shares
• Each RSU represents the right to receive one share of common stock upon vesting
• The transaction was filed under transaction code 'A' indicating an acquisition

This grant appears to be part of the company's regular director compensation program. No derivative securities were involved in this transaction.

Arlo Technologies (ARLO) Director Prashant Aggarwal received a new equity grant of 10,520 restricted stock units (RSUs) on June 20, 2025. The RSUs were granted under the company's 2018 Equity Incentive Plan at $0 exercise price.

Key details of the transaction:

• The RSUs will vest at the 2026 annual stockholder meeting
• Each RSU converts to one share of common stock upon vesting
• Following this grant, Aggarwal directly owns 71,307 shares
• The grant appears to be part of standard director compensation

This Form 4 filing was signed by Brian Busse as attorney-in-fact on June 23, 2025, within the required reporting window. The transaction was reported as a direct ownership position with no indirect holdings disclosed.

The Form 144 filing discloses a proposed insider sale of Arlo Technologies, Inc. (symbol ARLO) common stock. According to the submission, 1,554,871 shares are slated for sale through Morgan Stanley Smith Barney on or about 20 June 2025. Based on the filing’s stated aggregate market value of $26.79 million, the planned disposition equals roughly 1.5 % of the company’s 103,400,957 shares outstanding. The shares derive primarily from Restricted Stock Units and Performance Stock Units granted on 31 October 2019 (1,523,286 shares) and from an Employee Stock Purchase Plan purchase on 15 August 2019 (31,585 shares).

The selling shareholder, identified in the past-sale table as Matthew B. McRae, has already sold 117,404 shares over the last three months for total gross proceeds of $1.21 million. The current notice notes no material adverse information known to the seller and is filed under Rule 144, indicating adherence to SEC resale requirements. Nonetheless, the scale and continued pattern of insider selling may be interpreted by investors as a potential overhang on the stock and a signal of diminished insider conviction.