Arlo Technologies (ARLO) CEO granted 1.08M performance stock units tied to goals

Rhea-AI Filing Summary

MCRAE MATTHEW BLAKE reported acquisition or exercise transactions in this Form 4 filing.

Arlo Technologies director and CEO Matthew Blake McRae reported an equity award of 1,080,000 Performance Stock Units (PSUs). Each PSU is a contingent right to receive common shares, depending on financial milestones tied to annual recurring revenue and gross margin, plus a time-based vesting condition. The reported amount reflects the target number of PSUs, while the actual shares that may be issued can range from 0% to 250% of this target based on actual performance.

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^*

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)
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	1,080,000		(1)	(1)	Common Stock	1,080,000	$0	1,080,000	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 as well as a time-based vesting condition. 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 0-250% 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.
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FAQ

What insider transaction did Arlo Technologies (ARLO) report for Matthew Blake McRae?

Arlo Technologies disclosed that CEO and director Matthew Blake McRae received an award of 1,080,000 Performance Stock Units (PSUs). These PSUs represent a contingent right to receive common stock, dependent on specific financial milestones and a time-based vesting condition being satisfied.

How many Performance Stock Units were granted in the latest Arlo Technologies (ARLO) Form 4?

The Form 4 shows a grant of 1,080,000 Performance Stock Units (PSUs) to Matthew Blake McRae. This figure represents the target number of units, with the actual shares ultimately issued varying based on performance outcomes relative to set financial goals.

What performance conditions apply to the new Arlo Technologies (ARLO) PSUs?

Each PSU is tied to financial milestones relating to annual recurring revenue and gross margin, plus a time-based vesting condition. These hurdles determine how many shares of common stock, if any, will ultimately be issued to Matthew Blake McRae under the award.

How can the number of Arlo Technologies (ARLO) shares from these PSUs change?

The filing states that actual shares issuable from the PSUs can range from 0% to 250% of the 1,080,000 target units. The final number depends on how Arlo performs against the specified revenue and gross margin milestones over the relevant performance period.

Does the Arlo Technologies (ARLO) PSU grant have a purchase price?

The reported transaction lists a price per unit of $0.0000, reflecting that this is a grant or award, not an open-market purchase. Matthew Blake McRae receives the contingent right to shares without paying a cash exercise price for the PSUs themselves.