Arlo (NYSE: ARLO) insider Matthew Blake McRae files Rule 144 sale

Rhea-AI Filing Summary

An affiliate of Arlo Technologies filed a Rule 144 notice to sell 18,085 shares of common stock through Morgan Stanley Smith Barney on the NYSE. These shares were acquired on 02/03/2026 as performance stock units from the issuer and treated as compensation.

The seller, identified as Matthew Blake McRae, previously sold several blocks of Arlo common stock during the past three months, including 257,242 shares on 12/01/2025 for gross proceeds of 3,672,875.55. Shares of Arlo common stock outstanding were 105,597,611, providing a baseline for the company’s equity size.

Insights

Equity analyst

Arlo insider files to sell 18,085 shares after recent large sales.

The filing shows Matthew Blake McRae intends to sell 18,085 Arlo common shares under Rule 144, using Morgan Stanley Smith Barney as broker on the NYSE. The shares come from performance stock units granted as compensation on 02/03/2026.

Recent activity includes several sizeable sales over three months, such as 257,242 shares on 12/01/2025 for gross proceeds of 3,672,875.55. Rule 144 notices like this one provide transparency around potential insider-selling but do not guarantee that all noticed shares will actually be sold.

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

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 2000 Westchester Ave Purchase NY 105777	18085	223870.64	105597611	02/05/2026	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	02/03/2026	Performance Stock Units	Issuer			18085	02/03/2026	Compensation

* 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
Matthew Blake McRae 5770 Fleet Street Carlsbad CA 92008	common	12/01/2025	257242	3672875.55
Matthew Blake McRae 5770 Fleet Street Carlsbad CA 92008	common	01/09/2026	90089	1233255.35
Matthew Blake McRae 5770 Fleet Street Carlsbad CA 92008	common	01/30/2026	35482	454535.06
Matthew Blake McRae 5770 Fleet Street Carlsbad CA 92008	common	02/04/2026	58604	741340.6

144: Remarks and Signature

Remarks

Date of Notice

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 the Form 144 filing disclose for Arlo (ARLO)?

The filing discloses a planned insider sale of Arlo common stock under Rule 144. Matthew Blake McRae filed to potentially sell 18,085 Arlo common shares through Morgan Stanley Smith Barney on the NYSE, with the shares originating from performance stock unit compensation granted on February 3, 2026.

How many Arlo (ARLO) shares are planned for sale in this Form 144?

The notice covers a proposed sale of 18,085 Arlo common shares. These shares are listed as common stock to be sold via Morgan Stanley Smith Barney, with an aggregate market value of 223,870.64 at the time of the notice and an approximate sale date of February 5, 2026.

How were the 18,085 Arlo (ARLO) shares in the Form 144 acquired?

The 18,085 shares were acquired as performance stock units from Arlo. The filing states they were obtained on February 3, 2026, in a transaction labeled “Performance Stock Units,” with the issuer as the source and the nature of payment described as compensation rather than a cash purchase.

What Arlo (ARLO) insider sales occurred in the past three months?

The filing lists several past sales by Matthew Blake McRae. Examples include 257,242 common shares sold on December 1, 2025, for gross proceeds of 3,672,875.55, and 90,089 common shares sold on January 9, 2026, for gross proceeds of 1,233,255.35.

Which broker and exchange are used for the planned Arlo (ARLO) share sale?

The planned Rule 144 sale will use Morgan Stanley Smith Barney on the NYSE. The broker is identified as Morgan Stanley Smith Barney at 2000 Westchester Avenue, Purchase, NY 10577, and the filing specifies the New York Stock Exchange as the trading venue for the common stock.

How many Arlo (ARLO) common shares are outstanding in this filing?

The filing reports 105,597,611 Arlo common shares outstanding. This outstanding share figure appears alongside the planned sale of 18,085 shares, giving investors a sense of the overall equity base relative to the block of stock that may be sold under Rule 144.