Arlo CEO exercises PSUs, sells 153K shares

Arlo Technologies CEO Matthew Blake McRae reported a compensation-related share transaction.

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Rhea-AI Filing Summary

Arlo Technologies CEO Matthew Blake McRae reported a compensation-related share transaction. He exercised 288,824 Performance Stock Units (PSUs), each converting into one share of common stock after subscriber-based milestones were achieved, and received the same number of common shares.

On a later date, he sold 153,433 common shares in an open-market transaction at a weighted average price of $13.7752 per share to satisfy estimated tax withholding obligations tied to the PSU settlement. After these transactions, he directly holds 1,168,866 common shares, indicating he retained a substantial equity stake in the company.

Insider Trade Summary

Exercise and sale activity reported; no spread calculated

Exercise and Sale 3 txns

Insider MCRAE MATTHEW BLAKE

Role CEO

Sold 153,433 shs ($2.11M)

Approx. gross sale proceeds $2.11M

Approx. exercise cost $0.00

Type	Security	Shares	Price	Value
Sale	Common Stock	153,433	$13.7752	$2.11M
Exercise	Performance Stock Units (PSUs)	288,824	$0.00	$0.00
Exercise	Common Stock	288,824	$0.00	$0.00

Holdings After Transaction: Performance Stock Units (PSUs) — 0 contracts (Direct); Common Stock — 1,168,866 shares (Direct)

Footnotes (3)

F1. 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.
F2. Represents shares sold to satisfy estimated tax withholding obligations upon the settlement of the PSUs
F3. The weighted average sale price for the transaction reported was $13.7752, and the range of prices were between $13.605 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.

FAQ

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What insider transaction did Arlo (ARLO) CEO Matthew McRae report?

Arlo’s CEO Matthew Blake McRae reported exercising 288,824 performance stock units into common shares, then selling 153,433 of those shares. The sale and exercise reflect the settlement of equity compensation earned under subscriber-based performance milestones, rather than a purely discretionary trading decision.

How many Arlo shares did the CEO sell and at what price?

Matthew McRae sold 153,433 Arlo common shares in an open-market transaction. The weighted average sale price was $13.7752 per share, with individual trade prices ranging between $13.605 and $13.7759, according to the detailed pricing disclosure in the filing’s footnotes.

Why did Arlo’s CEO sell shares after exercising PSUs?

The filing states the shares were sold to satisfy estimated tax withholding obligations upon settlement of the performance stock units. This means the sale was primarily to cover taxes triggered by vesting, a common feature of stock-based compensation, rather than a purely elective liquidation of holdings.

How many Arlo shares does the CEO hold after these transactions?

Following the reported exercise and related share sale, Matthew McRae directly holds 1,168,866 shares of Arlo common stock. This post-transaction balance shows he continues to maintain a significant ownership position in the company, even after selling shares to meet tax obligations.

What performance conditions were attached to the Arlo PSUs exercised by the CEO?

Each performance stock unit represents a right to receive one Arlo common share. The PSUs vested only upon achieving specified milestones tied to the issuer’s cumulative paid subscriber count, linking the CEO’s equity award directly to the company’s long-term subscriber growth performance.

Did Arlo’s CEO retain any performance stock units after this Form 4 event?

After the reported transaction, the performance stock unit position shown in the filing is zero. This indicates the 288,824 PSUs were fully settled into common shares, leaving no remaining PSUs of that grant outstanding for Matthew McRae as of the reported date.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Form 4 Insider Transactions: What Each Field Means →

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Accepted by SEC EDGAR 03/12/2026 - 07:39 PM EDT

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

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

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^*

MCRAE MATTHEW BLAKE

(Last)

(First)

(Middle)

5770 FLEET STREET

(Street)

CARLSBAD

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)

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

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	03/10/2026		M		288,824	A	⁽¹⁾	1,322,299	D
Common Stock	03/12/2026		S⁽²⁾		153,433	D	$13.7752⁽³⁾	1,168,866	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Performance Stock Units (PSUs)	⁽¹⁾	03/10/2026		M			288,824	⁽¹⁾	⁽¹⁾	Common Stock	288,824	$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 $13.7752, and the range of prices were between $13.605 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, Attorney-in-Fact	03/12/2026
	** 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).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

Source: View Original Filing on SEC EDGAR