Arlo Technologies (ARLO) counsel exercises 50,000 PSUs, sells 25,525 shares

Rhea-AI Filing Summary

Arlo Technologies general counsel Brian Busse reported a combination of equity vesting and share sales. On March 10, he exercised 50,000 Performance Stock Units, converting them into 50,000 shares of common stock at a conversion price of $0.00 per share, increasing his direct holdings. A related Form 4 entry shows 50,000 shares of common stock acquired, bringing his position to 608,889 shares immediately after the exercise.

On March 12, 25,525 shares of common stock were sold at a weighted average price of $13.7751 per share in open-market transactions. A footnote states these shares were sold to satisfy estimated tax withholding obligations upon settlement of the PSUs, indicating a tax-driven, rather than discretionary, sale. After these transactions, Busse directly holds 583,364 shares of Arlo common stock.

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)
03/10/2026

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
Common Stock	03/10/2026		M		50,000	A	(1)	608,889	D
Common Stock	03/12/2026		S(2)		25,525	D	$13.7751(3)	583,364	D

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)	03/10/2026		M			50,000	(1)	(1)	Common Stock	50,000	$0	0	D

Explanation of Responses:

1. Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock. The PSUs vest upon the achievement of certain milestones relating to the number of the Issuer's cumulative paid subscribers.

2. Represents shares sold to satisfy estimated tax withholding obligations upon the settlement of the PSUs.

3. The weighted average sale price for the transaction reported was $13.7751, and the range of prices were between $13.60 and $13.7759. Upon request by the SEC staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price will be provided.

	/s/ Brian Busse	03/12/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
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FAQ

What insider transactions did Arlo (ARLO) general counsel Brian Busse report?

Brian Busse reported exercising 50,000 Performance Stock Units into common stock and selling 25,525 shares. The filings show his holdings rose to 608,889 shares after exercise and then decreased to 583,364 shares following tax-related share sales.

How many Arlo (ARLO) shares did Brian Busse sell and at what price?

Brian Busse sold 25,525 shares of Arlo common stock at a weighted average price of $13.7751 per share. A footnote notes the sale prices ranged between $13.60 and $13.7759 across the individual transactions.

Why were shares sold in Brian Busse’s Arlo (ARLO) Form 4 filing?

A footnote explains the 25,525 Arlo shares were sold to satisfy estimated tax withholding obligations triggered by settlement of Performance Stock Units. This indicates a tax-related disposition rather than a purely discretionary sale decision.

How did the PSU exercise affect Brian Busse’s Arlo (ARLO) shareholdings?

Exercising 50,000 Performance Stock Units converted them into 50,000 Arlo common shares at a conversion price of $0.00. His reported direct holdings increased to 608,889 shares immediately after the PSU conversion before subsequent tax-related sales.

What are Performance Stock Units (PSUs) in the Arlo (ARLO) filing?

Each Performance Stock Unit represents a contingent right to receive one Arlo common share. The units vest upon meeting milestones tied to the company’s cumulative paid subscriber count, at which point they can settle into common stock.

How many Arlo (ARLO) shares does Brian Busse hold after these transactions?

Following the PSU conversion and subsequent share sales, Brian Busse’s direct ownership is reported as 583,364 shares of Arlo common stock. This figure reflects his position after the 25,525 shares were sold for tax withholding obligations.