Matthew McRae sold 1.59M ARLO shares earlier raising $27.13M

Rhea-AI Filing Summary

Arlo Technologies, Inc. (ARLO) Form 144 notifies a proposed sale of 520,557 common shares acquired as performance stock units on 08/08/2025. The shares are listed for sale through Morgan Stanley Smith Barney on the NYSE with an aggregate market value of $9,055,765.74 and the issuer's outstanding shares listed as 104,370,654.

The filing also records prior open-market sales by Matthew Blake McRae totaling 1,594,479 shares in the past three months, producing gross proceeds of $27,134,796.12. The filer certifies no knowledge of undisclosed material adverse information and references trading-plan disclosure language in the remarks.

Positive

• None.

Negative

• Recent insider dispositions: The filer sold 1,594,479 shares in the past three months, generating $27,134,796.12 in gross proceeds.
• Proposed sale size: The Form 144 notifies an additional intended sale of 520,557 shares valued at $9,055,765.74.

Insights

Securities Analyst

TL;DR: Insider proposes to sell 520,557 ARLO shares; recent sales totaled 1.59M shares for $27.13M.

The Form 144 reports a planned disposition of 520,557 common shares acquired as performance stock units on 08/08/2025, valued at about $9.06M. Recent open-market disposals by the same account total 1,594,479 shares for approximately $27.13M in gross proceeds during the prior three months. Those amounts represent roughly 1.53% of the company's outstanding shares sold earlier and an additional ~0.50% proposed here, based on the reported 104,370,654 shares outstanding. The filing is routine disclosure of intended insider selling without additional financial detail.

Corporate Governance Expert

TL;DR: Filing documents substantial insider sales and affirms the filer’s representation about material nonpublic information.

The notice confirms the securities to be sold were received as compensation (performance stock units) and that sales will be executed via Morgan Stanley Smith Barney on the NYSE. The remarks include the standard certification that the seller is unaware of undisclosed material adverse information and reference to trading-plan language. The document is a compliance disclosure that provides transparency about insider dispositions but does not include commentary on company operations or intent beyond the statutory representations.

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	520557	9055765.74	104370654	08/12/2025	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	08/08/2025	Performance Stock Units	Issuer			520557	08/08/2025	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	06/20/2025	372488	6386269.51
Matthew Blake McRae 5770 Fleet Street Carlsbad CA 92008	common	06/23/2025	188930	3156133.44
Matthew Blake McRae 5770 Fleet Street Carlsbad CA 92008	common	06/24/2025	305204	5128403.85
Matthew Blake McRae 5770 Fleet Street Carlsbad CA 92008	common	06/25/2025	243302	4103312.56
Matthew Blake McRae 5770 Fleet Street Carlsbad CA 92008	common	06/26/2025	113322	1950928.89
Matthew Blake McRae 5770 Fleet Street Carlsbad CA 92008	common	07/29/2025	25380	420305.49
Matthew Blake McRae 5770 Fleet Street Carlsbad CA 92008	common	08/04/2025	14228	227192.7
Matthew Blake McRae 5770 Fleet Street Carlsbad CA 92008	common	08/08/2025	331625	5762249.68

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 ARLO Form 144 disclose?

The filing discloses a proposed sale of 520,557 common shares acquired as performance stock units on 08/08/2025, to be sold via Morgan Stanley Smith Barney on the NYSE.

Who is the seller named in the filing?

The sales and prior disposals are reported for Matthew Blake McRae, with an address listed in Carlsbad, CA.

How many shares were sold by the filer in the past three months and for how much?

The filer sold a total of 1,594,479 shares across multiple dates, with aggregate gross proceeds of $27,134,796.12.

When were the securities proposed for sale acquired and how?

The 520,557 shares were acquired on 08/08/2025 as Performance Stock Units from the issuer, with payment characterized as compensation.

Through which broker and on what exchange will the proposed sale occur?

The notice lists Morgan Stanley Smith Barney (2000 Westchester Ave Purchase NY) as the broker and the NYSE as the exchange.

Does the filing state whether the filer knows of any material nonpublic information?

The filer represents by signing the notice that he does not know any material adverse information about the issuer that has not been publicly disclosed.