Arlo (NYSE: ARLO) CFO converts 100,000 PSUs, sells 55,043 shares

Rhea-AI Filing Summary

Arlo Technologies, Inc. Chief Financial Officer Kurtis Joseph Binder reported equity award activity and a related share sale. On January 8, 2026, 100,000 performance stock units (PSUs) were converted into 100,000 shares of common stock at an exercise price of $0, increasing his directly held common stock to 516,013 shares. The PSUs vest based on milestones tied to paid subscribers, service gross margins, annual recurring revenue and continued service.

On January 9, 2026, Binder sold 55,043 shares of common stock at an average price of $13.6893 per share, leaving 460,970 shares of common stock directly owned. According to the disclosure, these shares were sold to cover estimated tax withholding obligations upon settlement of the PSUs. After these transactions, Binder also directly holds 200,000 PSUs representing the maximum number of shares that may still be issued under the award.

Insider Trade Summary

Net Seller: 55,043 shares ($753,500)

Net Sell 3 txns

Insider Binder Kurtis Joseph

Role CHIEF FINANCIAL OFFICER

Sold 55,043 shs ($754K)

Type	Security	Shares	Price	Value
Sale	Common Stock	55,043	$13.6893	$754K
Exercise	Performance Stock Units (PSUs)	100,000	$0.00	--
Exercise	Common Stock	100,000	$0.00	--

Holdings After Transaction: Common Stock — 460,970 shares (Direct); Performance Stock Units (PSUs) — 200,000 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^*

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)
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		100,000	A	(1)	516,013	D
Common Stock	01/09/2026		S(2)		55,043	D	$13.6893	460,970	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			100,000	(1)	(1)	Common Stock	100,000	$0	200,000(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, 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.

FAQ

What insider transactions did ARLO's CFO report on January 8–9, 2026?

Arlo Technologies, Inc. Chief Financial Officer Kurtis Joseph Binder reported the conversion of 100,000 performance stock units (PSUs) into common stock on January 8, 2026, and the sale of 55,043 shares of common stock on January 9, 2026.

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

On January 9, 2026, the CFO sold 55,043 shares of Arlo Technologies common stock at an average price of $13.6893 per share.

Why were 55,043 Arlo shares sold by the CFO?

The 55,043 shares of Arlo common stock were sold to satisfy estimated tax withholding obligations arising from the settlement of performance stock units, as stated in the disclosure.

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

Following the reported transactions, the CFO directly owns 460,970 shares of Arlo common stock.

What are the key terms of the Arlo CFO's performance stock units (PSUs)?

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 continuous service by the reporting person.

How many performance stock units remain outstanding for Arlo's CFO?

After the reported conversion, the CFO holds 200,000 performance stock units (PSUs), representing the maximum number of shares that may still be issued under the PSU award.