Arlo (NYSE: ARLO) counsel Busse settles 50,000 PSUs, sells shares for taxes

Rhea-AI Filing Summary

Arlo Technologies' general counsel Brian Busse reported equity transactions involving company stock and performance units. On January 8, 2026, 50,000 performance stock units (PSUs) were settled into 50,000 shares of Arlo common stock at an exercise price of $0, increasing his directly held common stock to 569,855 shares. The PSUs represent rights that vest upon achieving milestones tied to cumulative paid subscribers, service gross margins, annual recurring revenue and continued service.

On January 9, 2026, Busse sold 18,841 shares of common stock at an average price of $13.6893 per share, with the filing stating this sale was to cover estimated tax withholding on the PSU settlement. After these transactions, he directly owned 551,014 shares of common stock and up to 100,000 PSUs that may still be settled into additional shares.

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)
01/08/2026

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	01/08/2026		M		50,000	A	(1)	569,855	D
Common Stock	01/09/2026		S(2)		18,841	D	$13.6893	551,014	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)	01/08/2026		M			50,000	(1)	(1)	Common Stock	50,000	$0	100,000(3)	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 related to the number of the Issuer's cumulative paid subscribers, service gross margins, annual recurring revenue and continuous service by the reporting person.

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

3. Represents the maximum number of shares remaining that may be issued pursuant to the PSUs.

	/s/ Brian Busse	01/09/2026
	** 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.

FAQ

What insider transactions did ARLO's general counsel report on this Form 4?

Arlo Technologies' general counsel Brian Busse reported the settlement of 50,000 performance stock units (PSUs) into common stock on January 8, 2026, and the sale of 18,841 shares of common stock on January 9, 2026.

At what price were the ARLO shares sold in the reported transaction?

The filing states that 18,841 shares of Arlo Technologies common stock were sold at an average price of $13.6893 per share on January 9, 2026.

Why were some ARLO shares sold in this Form 4 for Brian Busse?

The filing explains that the 18,841 shares sold represent shares disposed of to satisfy estimated tax withholding obligations upon the settlement of the performance stock units.

How many Arlo Technologies common shares does the reporting person own after these transactions?

Following the reported transactions, Brian Busse directly owned 551,014 shares of Arlo Technologies common stock.

What are performance stock units (PSUs) in the ARLO Form 4 filing?

The Form 4 states that each performance stock unit (PSU) represents a contingent right to receive one share of Arlo common stock, vesting upon milestones related to cumulative paid subscribers, service gross margins, annual recurring revenue and the reporting person's continuous service.

How many performance stock units related to ARLO remain after the reported transactions?

The filing indicates that there is a maximum of 100,000 PSUs remaining that may be settled into Arlo Technologies common shares.

Is the ARLO Form 4 filed by more than one reporting person?

No. The Form 4 is marked as filed by one reporting person, identified as Arlo Technologies' general counsel, Brian Busse.