Arlo Technologies (ARLO) awards 173,000 performance stock units to General Counsel

Rhea-AI Filing Summary

Busse Brian reported acquisition or exercise transactions in this Form 4 filing.

Arlo Technologies reported that its General Counsel, Brian Busse, received a grant of 173,000 Performance Stock Units (PSUs). These PSUs give him the right to receive shares of Arlo common stock in the future if specific financial goals are met.

The award is tied to annual recurring revenue and gross margin milestones. The actual shares earned can range from 0% to 200% of the 173,000 target units, depending on performance, aligning executive compensation with the company’s financial results.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

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Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Busse Brian

(Last) (First) (Middle)

5770 FLEET STREET

(Street)

CARLSBAD CA 92008

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
Arlo Technologies, Inc. [ ARLO ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	GENERAL COUNSEL

3. Date of Earliest Transaction (Month/Day/Year)
02/20/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Performance Stock Units (PSUs)	(1)	02/20/2026		A	V	173,000		(1)	(1)	Common Stock	173,000	$0	173,000	D

Explanation of Responses:

1. Each PSU represents a contingent right to receive shares of the Issuer's common stock, based upon the extent of achievement of certain financial milestones relating to annual recurring revenue and gross margin. The number of shares reported is based on target performance; the actual number of shares issuable pursuant to the PSUs will vary based on actual performance between 0-200% of the number of target shares.

	/s/ Brian Busse	02/24/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
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FAQ

What insider transaction did Arlo Technologies (ARLO) report for Brian Busse?

Arlo Technologies reported that General Counsel Brian Busse received a grant of 173,000 Performance Stock Units (PSUs). These units are a form of equity compensation that may convert into common shares if Arlo meets specified financial performance targets.

How many Performance Stock Units were granted to Arlo’s General Counsel?

Arlo’s General Counsel, Brian Busse, was granted 173,000 Performance Stock Units. This number reflects the target award; the final shares delivered can be lower or higher depending on how Arlo performs against predefined financial milestones.

What performance metrics determine Brian Busse’s PSUs at Arlo Technologies (ARLO)?

The PSUs granted to Brian Busse depend on Arlo’s annual recurring revenue and gross margin performance. These financial metrics will be measured against preset goals to decide how many shares, if any, he ultimately receives from the 173,000 target units.

Can the number of shares from Brian Busse’s PSUs at Arlo change?

Yes, the actual number of shares from Brian Busse’s PSUs can vary between 0% and 200% of the 173,000 target units. The final payout depends entirely on Arlo Technologies’ achievement of specified annual recurring revenue and gross margin milestones.

Did Brian Busse pay anything for the 173,000 PSUs at Arlo Technologies (ARLO)?

The Form 4 shows a price per unit of $0.0000 for the 173,000 PSUs, indicating they were granted as compensation rather than purchased. Their value to Brian Busse will depend on Arlo’s future performance and resulting share issuance.