Arlo (ARLO) insider sales total $36.19M; new 49,795-share sale notified

Rhea-AI Filing Summary

Form 144 filed for ARLO (Arlo Technologies, Inc.) reports proposed and recent insider sales. The filer notifies intent to sell 49,795 common shares through Morgan Stanley Smith Barney on or about 09/08/2025. Those shares were acquired as Performance Stock Units on 09/05/2025 and paid as compensation. The filing also discloses that the selling person, Matthew Blake McRae, sold a total of 2,115,036 common shares during the prior three months for aggregate gross proceeds of $36,190,561.86. The 49,795-share notice represents a small fraction of the issuer's reported outstanding shares (104,370,654), and the filing includes the standard signature representation regarding absence of undisclosed material adverse information.

Positive

• None.

Negative

• Insider sold 2,115,036 shares in the past three months, generating aggregate gross proceeds of $36,190,561.86
• Large, repeated insider sales over a short period may be perceived negatively by investors absent explanatory context
• Current filing shows a proposed sale of 49,795 shares shortly after acquisition as performance stock units, which could indicate near-term insider liquidity

Insights

Financial Analyst

TL;DR: Insider sold material shares recently; proposed sale is modest relative to outstanding shares.

The filing documents significant insider liquidity over the past three months—2.12 million shares sold for about $36.19 million—while the current notice covers 49,795 RSU-derived shares intended for sale. Relative to the issuer's stated outstanding shares (104.37 million), the proposed sale equals roughly 0.05% of shares outstanding, suggesting limited dilution or market impact from this single notice. For investors, the data quantifies insider monetization but does not by itself indicate operational issues because the notice shows compensation-originated shares and routine brokered transactions.

Corporate Governance Expert

TL;DR: Repeated recent insider sales warrant governance attention though the current notice is small.

The sequence of large sales by the named insider over several weeks/months is relevant for governance transparency and insider trading policy review. The current 49,795-share sale derives from performance stock units and is reported under Rule 144, which is appropriate. Stakeholders should note the cumulative senior insider selling of 2.12 million shares for $36.19 million as a material disclosure event; the filing itself does not provide context for motivations (diversification, tax, liquidity), and no trading-plan dates are disclosed in the visible remarks.

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	49795	911245.5	104370654	09/08/2025	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	09/05/2025	Performance Stock Units	Issuer			49795	09/05/2025	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
Matthew Blake McRae 5770 Fleet Street Carlsbad CA 92008	common	08/12/2025	520557	9055765.74

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 for ARLO (ARLO) report?

The filing notifies intent to sell 49,795 common shares via Morgan Stanley on or about 09/08/2025 and discloses recent insider sales totaling 2,115,036 shares for $36,190,561.86.

Who is the selling person named in the filing?

The filing lists Matthew Blake McRae as the person who sold shares during the prior three months and for whose account the current notice is submitted.

How were the 49,795 shares acquired?

They were acquired on 09/05/2025 as Performance Stock Units and the payment type is listed as compensation.

What broker is handling the proposed sale?

The proposed sale is listed with Morgan Stanley Smith Barney (address shown in the filing).

How large is the proposed sale relative to shares outstanding?

The 49,795 shares to be sold represent about 0.05% of the issuer's reported 104,370,654 shares outstanding.