Arlo Technologies Form 144 shows continued insider sales in 2025

Rhea-AI Filing Summary

Arlo Technologies, Inc. (ARLO) – Form 144 filing discloses that insider Matthew Blake McRae has filed notice to sell 14,288 common shares through Morgan Stanley Smith Barney on or after 08/04/2025. The shares were acquired on 08/03/2025 via performance stock units and represent roughly 0.014 % of the 103,400,957 shares outstanding.

The filing also details an extensive selling history over the prior three months: 1,340,625 shares have already been sold across seven transactions, generating gross proceeds of approximately $22.1 million. No adverse, non-public information is asserted by the filer, and the notice confirms compliance with Rule 144 aggregation and disclosure requirements.

The proposed sale itself is immaterial to float size, but the cumulative volume signals sustained insider liquidation that investors may monitor for sentiment or supply implications. The Form 144 does not include any operational or earnings data and has no direct dilutive impact because the shares are already outstanding.

Positive

• No dilution: shares sold are already outstanding, so the transaction does not increase share count or affect EPS.

Negative

• Continued insider selling: filer has sold 1,340,625 shares (~1.3 % of shares outstanding) in the last three months and plans to sell more.
• Potential sentiment drag: repeated Form 144 filings can be interpreted by the market as reduced insider confidence, creating supply overhang.

Insights

Financial Analyst

TL;DR – Insider plans more sales after unloading 1.34 M shares; signals potential negative sentiment but limited float impact.

Impact: The additional 14,288-share notice is immaterial alone, yet when added to the 1.34 M shares sold since May 2025, it highlights persistent insider selling worth ~$22 M. Such patterns can weigh on investor perception, hinting at reduced insider confidence or portfolio diversification. With 103.4 M shares outstanding, aggregate disposals equal about 1.3 % of float—still meaningful for a mid-cap name. No new dilution or corporate events are disclosed, so the filing’s relevance centers on sentiment and potential stock-overhang considerations.

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	14288	227193	103400957	08/04/2025	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	08/03/2025	Performance Stock Units	Issuer			14288	08/03/2025	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	05/08/2025	91999	954195.23
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

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

How many ARLO shares are proposed for sale in this Form 144?

14,288 common shares are slated for sale on or after 08/04/2025.

What percentage of Arlo's outstanding shares does the proposed sale represent?

Approximately 0.014 % of the 103,400,957 shares outstanding.

How many shares has the filer sold in the past three months?

The filer sold 1,340,625 shares between 05/08/2025 and 07/29/2025.

What were the gross proceeds from those past sales?

Gross proceeds totaled roughly $22.1 million.

Does this filing create share dilution for ARLO investors?

No. The sale involves existing shares; it does not issue new equity.

Which broker will execute the proposed sale?

Morgan Stanley Smith Barney, 2000 Westchester Ave, Purchase, NY 10577.