Arlo (NYSE: ARLO) CFO exercises 333,334 PSUs, sells 179,419 shares for tax withholding

Rhea-AI Filing Summary

Arlo Technologies, Inc. Chief Financial Officer Kurtis Joseph Binder settled performance stock units and adjusted his equity holdings. On March 10, 2026, he exercised 333,334 performance stock units, receiving the same number of Arlo common shares at a conversion price of $0.00 per share as the PSUs vested upon subscriber milestones. On March 12, 2026, he sold 179,419 common shares at a weighted average price of $13.7752 per share to satisfy estimated tax withholding obligations related to the PSU settlement. After these transactions, he directly owns 614,885 shares of Arlo common stock.

Insights

Insider transactions analyst

CFO exercises PSUs and sells shares mainly for taxes, retaining a large stake.

Arlo Technologies’ CFO, Kurtis Joseph Binder, converted 333,334 performance stock units into common stock at $0.00 per share after subscriber-based milestones were achieved. This shifts his compensation from contingent PSUs into regular equity, aligning interests with common shareholders.

He then sold 179,419 shares at a weighted average of $13.7752, explicitly to cover estimated tax withholding from the PSU settlement. This is a tax-driven disposition rather than a purely discretionary sale. Following these moves, he still holds 614,885 shares, indicating a substantial continuing position.

The filing shows no remaining derivative position in these PSUs, as the derivativeSummary is empty after exercise. Future company filings may provide additional context on any new equity awards or further insider transactions.

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^*

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)
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)
			Code	V	Amount	(A) or (D)	Price
Common Stock	03/10/2026		M		333,334	A	(1)	794,304	D
Common Stock	03/12/2026		S(2)		179,419(3)	D	$13.7752	614,885	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)	03/10/2026		M			333,334	(1)	(1)	Common Stock	333,334	$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.

FAQ

What insider transaction did Arlo Technologies (ARLO) report for its CFO?

Arlo’s CFO, Kurtis Joseph Binder, exercised 333,334 performance stock units into common stock, then sold 179,419 shares. The sale was made to cover estimated tax withholding obligations arising from the PSU settlement, converting contingent awards into regular equity while funding related taxes.

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

The CFO sold 179,419 Arlo common shares at a weighted average price of $13.7752. Footnotes state the price range was between $13.605 and $13.7759, and detailed trade-by-trade information is available upon request from the company or SEC staff.

What happened to the Arlo (ARLO) performance stock units held by the CFO?

The CFO exercised 333,334 performance stock units, receiving the same number of Arlo common shares at a $0.00 conversion price. These PSUs vested upon achieving milestones tied to the company’s cumulative paid subscribers, turning contingent rights into actual share ownership.

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

After exercising performance stock units and selling shares for tax withholding, the CFO directly owns 614,885 Arlo common shares. This post-transaction figure reflects his remaining equity stake following the March 10, 2026 PSU conversion and March 12, 2026 share sale.

Were the Arlo (ARLO) CFO’s share sales part of routine tax withholding?

Yes. Footnotes explain the 179,419 shares sold were used to satisfy estimated tax withholding obligations from the settlement of performance stock units. This characterizes the disposition as tax-related rather than a purely discretionary reduction of the CFO’s equity exposure.