ARLO Form 144: 113,912 Shares Proposed Sale; Prior 168,747 Shares Sold

Rhea-AI Filing Summary

Arlo Technologies reports a proposed insider sale under Form 144 of 113,912 common shares to be executed through Morgan Stanley Smith Barney on the NYSE, with an aggregate market value of $1,871,574.16. That amount represents about 0.11% of the 104,370,654 shares outstanding.

The securities were acquired as compensation: 61,200 restricted stock units on 07/30/2024 and 52,712 performance stock units on 03/17/2025. The filing records Rule 10b5-1 sales in the past three months totaling 168,747 shares for gross proceeds of $2,763,220.52. The filer represents there is no undisclosed material nonpublic information and cites reliance on a trading plan.

Positive

• Planned sale is modest: 113,912 shares equal ~0.11% of outstanding shares, limiting market impact.
• Use of broker and 10b5-1 plan indicates an orderly, preplanned disposition consistent with compliance practices.

Negative

• Insider liquidity realization: Proposed sale valued at $1,871,574.16 represents a material cash-out by the insider.
• Recent sales activity: 168,747 shares sold in the past three months for $2,763,220.52 could be perceived negatively by some investors.

Insights

Securities Analyst

TL;DR Insider plans a modest, brokered sale of ~0.11% of outstanding shares; prior 10b5-1 sales totaled ~168.7k shares.

The proposed sale of 113,912 shares for about $1.87M is small relative to Arlo's 104.4M shares outstanding and appears consistent with routine disposition of compensation shares (RSUs and PSUs). The use of Morgan Stanley Smith Barney and prior 10b5-1 executions suggests an orderly, preplanned approach rather than opportunistic trading. For market impact, the trade size is unlikely to meaningfully affect liquidity or valuation by itself.

Corporate Governance Expert

TL;DR Grants converted to shares are being sold under a Form 144; disclosure shows compliance steps including 10b5-1 representation.

The filing documents that the shares originated from compensation awards (61,200 RSUs and 52,712 PSUs). Past 10b5-1 sales in the prior three months generated $2.76M, indicating ongoing liquidation of awarded shares. The filer’s representation that no material nonpublic information is held and the mention of a 10b5-1 plan align with standard governance practices for insider sales and help reduce regulatory risk associated with such transactions.

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK
Filer CCC
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.

Relationship to Issuer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common	Morgan Stanley Smith Barney LLC Executive Financial Services 1 New York Plaza 8th Floor New York NY 10004	113912	1871574.16	104370654	08/08/2025	NYSE

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	07/30/2024	Restricted Stock Units	Issuer			61200	07/30/2024	N/A
Common	03/17/2025	Performance Stock Units	Issuer			52712	03/17/2025	N/A

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
10b5-1 Sales for KURTIS BINDER 5770 Fleet Street Carlsbad CA 92008	Common	07/01/2025	92247	1583613.47
10b5-1 Sales for KURTIS BINDER 5770 Fleet Street Carlsbad CA 92008	Common	06/05/2025	76500	1179607.05

144: Remarks and Signature

Remarks

Date of Notice

Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1

ATTENTION:

The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.

Signature

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)

FAQ

What does Arlo (ARLO) Form 144 disclose about the planned sale?

113,912 common shares are proposed to be sold via Morgan Stanley Smith Barney on the NYSE, with aggregate market value of $1,871,574.16.

How were the shares being sold acquired according to the filing?

The filing shows 61,200 shares from restricted stock units acquired on 07/30/2024 and 52,712 from performance stock units acquired on 03/17/2025.

Has the insider recently sold ARLO shares?

Yes. The filing reports two 10b5-1 sales in the past three months totaling 168,747 shares for gross proceeds of $2,763,220.52.

What percentage of Arlo’s outstanding stock is the proposed sale?

The proposed sale of 113,912 shares is about 0.11% of the 104,370,654 shares outstanding reported in the filing.

Does the filer state compliance with insider trading rules?

Yes. The filer represents they do not possess undisclosed material nonpublic information and references reliance on a Rule 10b5-1 trading plan.