Arlo insider settles 33,175 PSUs; sells 18,645 shares for taxes

Rhea-AI Filing Summary

Arlo Technologies (ARLO) CEO and director reported Form 4 activity. On 11/03/2025, 33,175 shares of common stock were acquired upon settlement of performance stock units (code M). On 11/04/2025, 18,645 shares were sold at a weighted average price of $17.8648 to cover estimated tax withholding related to that settlement. Following these transactions, the reporting person directly owns 1,762,121 common shares. In addition, up to 33,175 shares remain eligible for issuance under the outstanding PSUs, subject to vesting conditions.

Insider Trade Summary

Net Seller: 18,645 shares ($333,089)

Net Sell 3 txns

Insider MCRAE MATTHEW BLAKE

Role CEO

Sold 18,645 shs ($333K)

Type	Security	Shares	Price	Value
Sale	Common Stock	18,645	$17.8648	$333K
Exercise	Performance Stock Units (PSUs)	33,175	$0.00	--
Exercise	Common Stock	33,175	$0.00	--

Holdings After Transaction: Common Stock — 1,762,121 shares (Direct); Performance Stock Units (PSUs) — 33,175 shares (Direct)

Footnotes (1)

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 Issuer's common stock achieving both a time-based vesting condition and a stock price performance-based vesting condition, both of which conditions must be satisfied before any PSU vests. Represents shares sold to satisfy estimated tax withholding obligations upon the settlement of PSUs. The weighted average sale price for the transaction reported was $17.8648, and the range of prices were between $17.75 and $17.87. 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. Represents the maximum number of shares remaining that may be issued pursuant to the PSUs.

Form 4 Insider Transactions: What Each Field Means →

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 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)

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

3. Date of Earliest Transaction (Month/Day/Year)
11/03/2025

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	11/03/2025		M		33,175	A	(1)	1,780,766	D
Common Stock	11/04/2025		S(2)		18,645	D	$17.8648(3)	1,762,121	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)	11/03/2025		M			33,175	(1)	02/03/2026	Common Stock	33,175	$0	33,175(4)	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 Issuer's common stock achieving both a time-based vesting condition and a stock price performance-based vesting condition, both of which conditions must be satisfied before any PSU vests.

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

3. The weighted average sale price for the transaction reported was $17.8648, and the range of prices were between $17.75 and $17.87. 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.

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

	/s/ Brian Busse, Attorney-in-Fact	11/05/2025
	** 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 did ARLO's CEO report on Form 4?

Settlement of 33,175 PSUs into common stock on 11/03/2025 and a sale of 18,645 shares on 11/04/2025 to cover taxes.

What was the sale price disclosed for ARLO shares?

A weighted average price of $17.8648, with individual sales between $17.75 and $17.87.

How many ARLO shares does the insider hold after the transactions?

Direct ownership is 1,762,121 common shares following the reported transactions.

Why were ARLO shares sold on 11/04/2025?

To satisfy estimated tax withholding obligations upon PSU settlement.

How many PSUs remain that could convert into ARLO shares?

Up to 33,175 shares remain eligible under the PSUs, subject to vesting conditions.

What are PSUs mentioned in the ARLO filing?

Each PSU represents a right to receive one ARLO common share upon meeting time-based and stock price performance conditions.