Performance-based stock grant to Arlo (ARLO) CFO Kurtis Binder

Rhea-AI Filing Summary

Binder Kurtis Joseph reported acquisition or exercise transactions in this Form 4 filing.

Arlo Technologies, Inc. reported that Chief Financial Officer Kurtis Joseph Binder was granted 390,000 Performance Stock Units (PSUs) on February 20, 2026. Each PSU is a contingent right to receive shares of common stock, depending on financial milestones for annual recurring revenue and gross margin.

The 390,000 units represent the target number of shares. The actual shares ultimately issued can range from 0% to 200% of this target, based on how Arlo performs against those specified financial goals.

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^*

Binder Kurtis Joseph

(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)
	CHIEF FINANCIAL OFFICER

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	390,000		(1)	(1)	Common Stock	390,000	$0	390,000	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, Attorney-in-Fact	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).
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 transaction did Arlo Technologies (ARLO) report for its CFO?

Arlo Technologies reported a grant of 390,000 Performance Stock Units to its Chief Financial Officer, Kurtis Joseph Binder. These units are contingent rights to receive common shares, depending on the company’s performance on specified annual recurring revenue and gross margin financial milestones.

How many Performance Stock Units did Arlo (ARLO) grant to its CFO?

Arlo granted its CFO 390,000 Performance Stock Units as a target amount. This figure represents the baseline number of potential shares, with the actual shares issued varying between 0% and 200% of this target based on performance outcomes.

What determines how many Arlo (ARLO) shares the CFO receives from the PSUs?

The actual number of Arlo shares the CFO receives from the PSUs depends on achieving specific financial milestones. These milestones relate to annual recurring revenue and gross margin, with results driving a payout from 0% to 200% of the 390,000 target units.

On what date were the Performance Stock Units granted to Arlo (ARLO)’s CFO?

The Performance Stock Units were granted to Arlo’s Chief Financial Officer on February 20, 2026. This grant gives a contingent right to receive common shares, with the final number tied to future performance on defined revenue and margin targets.

What is the potential range of shares issuable from Arlo (ARLO) CFO’s PSU grant?

The PSU grant to Arlo’s CFO can result in anywhere from zero shares to double the target amount. With a target of 390,000 units, the actual shares issuable may range from 0% to 200%, depending on performance against the specified financial milestones.