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Arlo Technologies SEC Filings

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Welcome to our dedicated page for Arlo Technologies SEC filings (Ticker: ARLO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

The SEC filings page for Arlo Technologies, Inc. (NYSE: ARLO) provides access to the company’s official regulatory disclosures as a publicly traded smart home security platform company. These documents offer detailed information on Arlo’s financial performance, governance, executive compensation, and key corporate events.

Arlo files current reports on Form 8‑K to furnish press releases on quarterly financial results and other material developments. For example, the company has used Form 8‑K to announce results for specific quarters, including metrics such as annual recurring revenue (ARR), subscriptions and services revenue, gross margins, adjusted EBITDA, and non‑GAAP net income per share. These filings explain how non‑GAAP measures are calculated and why management uses them alongside GAAP results.

Investors can also review annual and quarterly reports (Forms 10‑K and 10‑Q, when available in the broader filing set) for more extensive discussions of Arlo’s smart home security business, risk factors, and management’s analysis of operations. The company notes in its earnings materials that additional information on potential risk factors is included in these periodic filings, particularly in sections labeled “Risk Factors.”

Governance-related filings, such as those covering the annual meeting of stockholders, provide insight into matters like director elections, ratification of the independent registered public accounting firm, and advisory votes on executive compensation. For instance, an 8‑K summarizing the 2025 Annual Meeting details voting outcomes on board elections, auditor ratification, and say-on-pay proposals.

Through this page, users can also track equity-related disclosures, including inducement awards under equity incentive plans, which are often announced via press releases and associated filings. Stock Titan’s interface surfaces these filings with AI-powered summaries that clarify complex sections, highlight key metrics, and help readers quickly understand how each document relates to Arlo’s smart home security platform, subscription services, and overall financial profile.

Rhea-AI Summary

Arlo Technologies insider Brian Busse has filed a Rule 144 notice to sell 8,245 shares of common stock. The shares are to be sold through Morgan Stanley Smith Barney on the NYSE, with an approximate sale date of 01/30/2026 and an aggregate market value of 105,619.09 based on the filing.

The 8,245 shares come from performance stock units (2,537 shares) and restricted stock units (5,708 shares) that were acquired from the issuer on 01/28/2026 as compensation, with payment also dated 01/28/2026. The filing also reports that Busse previously sold 149,521 common shares on 11/14/2025 for gross proceeds of 2,149,140.09 and 18,841 common shares on 01/09/2026 for gross proceeds of 257,920.1.

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Rhea-AI Summary

ARLO insider activity is detailed in a Form 144 notice covering a planned sale of 35,482 common shares through Morgan Stanley Smith Barney. The aggregate market value of this prospective sale is $454,528.29, with the shares listed on the NYSE.

The shares to be sold were acquired on 01/28/2026 via performance stock units (10,917 shares) and restricted stock units (24,565 shares), both received as compensation from the issuer. The filing also lists prior sales over the past three months by Matthew Blake McRae totaling substantial common-share disposals.

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Rhea-AI Summary

Arlo Technologies' general counsel Brian Busse reported equity transactions involving company stock and performance units. On January 8, 2026, 50,000 performance stock units (PSUs) were settled into 50,000 shares of Arlo common stock at an exercise price of $0, increasing his directly held common stock to 569,855 shares. The PSUs represent rights that vest upon achieving milestones tied to cumulative paid subscribers, service gross margins, annual recurring revenue and continued service.

On January 9, 2026, Busse sold 18,841 shares of common stock at an average price of $13.6893 per share, with the filing stating this sale was to cover estimated tax withholding on the PSU settlement. After these transactions, he directly owned 551,014 shares of common stock and up to 100,000 PSUs that may still be settled into additional shares.

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Rhea-AI Summary

Arlo Technologies, Inc. Chief Financial Officer Kurtis Joseph Binder reported equity award activity and a related share sale. On January 8, 2026, 100,000 performance stock units (PSUs) were converted into 100,000 shares of common stock at an exercise price of $0, increasing his directly held common stock to 516,013 shares. The PSUs vest based on milestones tied to paid subscribers, service gross margins, annual recurring revenue and continued service.

On January 9, 2026, Binder sold 55,043 shares of common stock at an average price of $13.6893 per share, leaving 460,970 shares of common stock directly owned. According to the disclosure, these shares were sold to cover estimated tax withholding obligations upon settlement of the PSUs. After these transactions, Binder also directly holds 200,000 PSUs representing the maximum number of shares that may still be issued under the award.

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Arlo Technologies, Inc. CEO Matthew Blake McRae reported equity transactions involving performance stock units (PSUs) and common stock. On 01/08/2026, 166,666 PSUs were settled, delivering 166,666 shares of common stock at an exercise price of $0, increasing his directly held common stock to 1,108,252 shares.

On 01/09/2026, McRae reported a sale of 90,089 shares of common stock at $13.6893 per share, described as shares sold to satisfy estimated tax withholding obligations upon PSU settlement. After these transactions, he directly owned 1,018,163 shares of common stock and 333,334 PSUs, which represent the maximum number of shares that may still be issued under the remaining PSUs.

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ARLO has a notice to sell 90,089 shares of its common stock under Rule 144. The shares are to be sold through Morgan Stanley Smith Barney on the NYSE, with an approximate sale date of January 9, 2026 and an aggregate market value of $1,233,318.41. The filing lists 105,004,728 common shares outstanding.

The 90,089 shares were acquired on January 8, 2026 as performance stock units from the issuer, treated as compensation. The person named in the filing, Matthew Blake McRae, previously sold 18,645 common shares on November 4, 2025 for gross proceeds of $333,089.20 and 257,242 common shares on December 1, 2025 for gross proceeds of $3,672,875.55.

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Rhea-AI Summary

A shareholder of ARLO has filed a notice of proposed sale of restricted stock under Rule 144. The filing covers the planned sale of 55,043 shares of common stock through Morgan Stanley Smith Barney, with an stated aggregate market value of $753,538.67. The shares are part of a class with 105,004,728 shares outstanding and are expected to be sold on or about 01/09/2026 on the NYSE.

The 55,043 shares were acquired from the issuer on 01/08/2026 as performance stock units, described as compensation. The notice also reports that the same seller disposed of 51,668 common shares on 10/15/2025 for gross proceeds of $920,527.42 over the past three months, as required disclosure for recent sales.

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Arlo (ARLO) insider Brian Busse has filed a notice of proposed sale of company stock. The filing covers the planned sale of 18,841 common shares through broker Morgan Stanley Smith Barney on or about January 9, 2026, with an indicated aggregate market value of $257,933.29. These shares were acquired on January 8, 2026 as performance stock units from the issuer, treated as compensation.

The filing also reports that during the prior three months, Busse sold 149,521 common shares on November 14, 2025, generating gross proceeds of $2,149,140.09. By signing the notice, the seller represents that they are not aware of undisclosed material adverse information about Arlo’s current or prospective operations.

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Arlo Technologies, Inc. CEO and director reported two recent transactions in company stock. On 11/28/2025, he made a charitable gift of 563,293 shares of common stock to a donor advised fund for no consideration, after which he held 1,198,828 shares directly. On 12/01/2025, he sold 257,242 shares of common stock in an open-market transaction under a pre-arranged Rule 10b5-1 trading plan adopted on March 14, 2025. The reported sale had a weighted average price of $14.2779 per share, within a range of $14.06 to $14.42, leaving him with 941,586 shares of Arlo common stock held directly.

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Matthew McRae filed a notice to sell 257,242 shares of ARLO common stock under Rule 144 through Morgan Stanley Smith Barney, with an indicated aggregate market value of $3,730,009.00. The filing notes that 105,992,268 common shares are outstanding and that the shares to be sold were acquired on 11/26/2024 as performance stock units from the issuer.

Over the previous three months, Matthew McRae reported separate open‑market sales of ARLO common stock, including 18,645 shares on 11/04/2025 for gross proceeds of $333,089.20, 95,430 shares on 10/02/2025 for $1,621,565.65, and 49,795 shares on 09/08/2025 for $911,412.82. The shares are listed on the NYSE.

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FAQ

What is the current stock price of Arlo Technologies (ARLO)?

The current stock price of Arlo Technologies (ARLO) is $12.69 as of January 30, 2026.

What is the market cap of Arlo Technologies (ARLO)?

The market cap of Arlo Technologies (ARLO) is approximately 1.4B.
Arlo Technologies

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