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Arlo (NYSE: ARLO) CEO settles 166,666 PSUs and sells 90,089 shares

Filing Impact
(Very High)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

Arlo Technologies, Inc. CEO Matthew Blake McRae reported equity transactions involving performance stock units (PSUs) and common stock. On 01/08/2026, 166,666 PSUs were settled, delivering 166,666 shares of common stock at an exercise price of $0, increasing his directly held common stock to 1,108,252 shares.

On 01/09/2026, McRae reported a sale of 90,089 shares of common stock at $13.6893 per share, described as shares sold to satisfy estimated tax withholding obligations upon PSU settlement. After these transactions, he directly owned 1,018,163 shares of common stock and 333,334 PSUs, which represent the maximum number of shares that may still be issued under the remaining PSUs.

Positive

  • None.

Negative

  • None.
Insider MCRAE MATTHEW BLAKE
Role CEO
Sold 90,089 shs ($1.23M)
Type Security Shares Price Value
Sale Common Stock 90,089 $13.6893 $1.23M
Exercise Performance Stock Units (PSUs) 166,666 $0.00 --
Exercise Common Stock 166,666 $0.00 --
Holdings After Transaction: Common Stock — 1,018,163 shares (Direct); Performance Stock Units (PSUs) — 333,334 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 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. Represents shares sold to satisfy estimated tax withholding obligations upon the settlement of PSUs. 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)
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 166,666 A (1) 1,108,252 D
Common Stock 01/09/2026 S(2) 90,089 D $13.6893 1,018,163 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 166,666 (1) (1) Common Stock 166,666 $0 333,334(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, Attorney-in-Fact 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.

Source: View Original Filing on SEC EDGAR

FAQ

What insider transactions did Arlo (ARLO) report for its CEO on this Form 4?

Arlo reported that CEO and director Matthew Blake McRae settled 166,666 performance stock units (PSUs) into common stock on 01/08/2026 and sold 90,089 shares of common stock on 01/09/2026.

How many Arlo (ARLO) shares did the CEO sell, and at what price?

The CEO sold 90,089 shares of Arlo common stock at an average price of $13.6893 per share on 01/09/2026.

Why were 90,089 Arlo (ARLO) shares sold by the CEO?

According to the footnote, the 90,089 shares were sold to satisfy estimated tax withholding obligations upon the settlement of PSUs.

What are the terms of the Arlo (ARLO) performance stock units (PSUs) held by the CEO?

Each PSU represents a contingent right to receive one share of Arlo common stock. The PSUs vest upon achieving milestones related to cumulative paid subscribers, service gross margins, annual recurring revenue, and the CEO’s continuous service.

How many Arlo (ARLO) common shares does the CEO own after these transactions?

Following the reported transactions, the CEO directly owned 1,018,163 shares of Arlo common stock.

How many Arlo (ARLO) PSUs remain outstanding for the CEO after this Form 4?

After the PSU settlement, the CEO held 333,334 PSUs, representing the maximum number of shares remaining that may be issued pursuant to the PSUs.