ARLO insider files Form 144 for 95,430 shares; prior sales totaled 941,585

Rhea-AI Filing Summary

Insider sale notice for ARLO common stock. The filing reports a proposed sale of 95,430 shares of common stock acquired as Performance Stock Units on 10/01/2025, with an approximate sale date of 10/02/2025 through Morgan Stanley Smith Barney on the NYSE. The filing lists an aggregate market value of 1,621,355.7 for those shares and shows payment recorded as compensation.

The document also discloses prior dispositions by Matthew Blake McRae totaling 941,585 shares sold between 07/29/2025 and 09/08/2025, generating $16,376,926.43 in gross proceeds. Several required header fields are blank in the submission (for example, the issuer name and filer CIK/CCC are not provided), so some issuer-identifying details cannot be confirmed from this notice.

Positive

• Sale is tied to compensation (PSUs), indicating shares were granted and vested rather than newly purchased
• Broker and exchange identified (Morgan Stanley Smith Barney on the NYSE), showing a standard execution channel

Negative

• Issuer name and filer CIK/CCC are missing, preventing full verification of the filing's counterparty and issuer details
• Insider executed large prior sales of 941,585 shares for $16,376,926.43 in the past three months, which may be material to investors

Insights

Insider Transactions Analyst

TL;DR: Insider intends to sell newly vested PSUs and has executed sizeable prior sales.

The filing shows 95,430 PSU-derived shares acquired on 10/01/2025 proposed for sale on 10/02/2025, recorded as compensation—this is a routine disposition of equity tied to compensation rather than open-market purchases.

The same named seller executed five prior sales941,585 shares for $16,376,926.43, indicating recent material liquidity events by that insider. The filing omits issuer-identifying fields, limiting confirmation of counterparty details in the notice.

10/02/2025 - 03:50 PM

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	95430	1621355.7	104370654	10/02/2025	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	10/01/2025	Performance Stock Units	Issuer			95430	10/01/2025	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	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
Matthew Blake McRae 5770 Fleet Street Carlsbad CA 92008	common	08/12/2025	520557	9055765.74
Matthew Blake McRae 5770 Fleet Street Carlsbad CA 92008	common	09/08/2025	49795	911412.82

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 exactly is being sold in this Form 144 for ARLO?

The notice reports the proposed sale of 95,430 common shares acquired as Performance Stock Units on 10/01/2025, with an approximate sale date of 10/02/2025.

Who is the broker and where will the ARLO shares be sold?

The filing names Morgan Stanley Smith Barney as the broker and lists the NYSE as the securities exchange for the sale.

Has the filer or related person sold other ARLO shares recently?

Yes. Matthew Blake McRae sold 941,585 shares across five transactions from 07/29/2025 to 09/08/2025, generating $16,376,926.43 in gross proceeds.

When were the shares being sold acquired and how were they paid for?

The 95,430 shares were acquired on 10/01/2025 as Performance Stock Units, and the filing records the nature of payment as compensation.

Are there any missing or unclear details in this Form 144?

Yes. Key header fields such as the issuer name and the filer CIK/CCC are not provided in the document, limiting confirmation of issuer identity from this notice alone.