Arlo (ARLO) CEO reports stock sales and PSU-based RSU grant

Rhea-AI Filing Summary

Arlo Technologies CEO Matthew Blake McRae reported multiple stock transactions in early February 2026. On February 4, he sold 58,604 shares of common stock at a weighted average price of $12.6452 and received 167,447 shares as a restricted stock unit grant following achievement of performance stock unit criteria. On February 5, he sold 18,085 shares at a weighted average price of $12.3766, and on February 6, he sold 95,326 shares at $12.295 per share.

The sales on February 4 and February 6 were made to cover estimated tax withholding on restricted stock units, while the February 5 sale covered tax withholding on performance stock units. After these transactions, he beneficially owned 1,011,288 shares of Arlo common stock directly.

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)
02/04/2026

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	02/04/2026		S(1)		58,604	D	$12.6452(2)	957,252	D
Common Stock	02/04/2026		A(3)		167,447	A	$0	1,124,699	D
Common Stock	02/05/2026		S(4)		18,085	D	$12.3766(5)	1,106,614	D
Common Stock	02/06/2026		S(1)		95,326	D	$12.295	1,011,288	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

Explanation of Responses:

1. Represents shares sold to satisfy estimated tax withholding obligations upon the settlement of restricted stock units.

2. The weighted average sale price for the transaction reported was $12.6452, and the range of prices were between $11.76 and $13.17. 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.

3. On January 28, 2022, the Reporting Person was granted a performance stock unit ("PSU") based upon total relative shareholder return during certain established performance periods over a period of four years, which was voluntarily reported on a Form 4 filed February 1, 2022. On February 4, 2026, the Board approved the achievement of the performance criteria, resulting in the grant of a restricted stock unit.

4. Represents shares sold to satisfy estimated tax withholding obligations upon the settlement of PSUs.

5. The weighted average sale price for the transaction reported was $12.3766, and the range of prices were between $12.2970 and $12.3788. 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	02/06/2026
	** 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).
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FAQ

What stock transactions did Arlo (ARLO) CEO Matthew McRae report?

Matthew McRae reported selling several blocks of Arlo common stock and receiving a restricted stock unit grant. The sales occurred on February 4, 5, and 6, 2026, and were linked to tax withholding on vested restricted and performance stock units.

How many Arlo shares did the CEO sell in February 2026?

The CEO reported selling 58,604 shares on February 4, 18,085 shares on February 5, and 95,326 shares on February 6, 2026. These sales were executed at weighted average prices between about $12.30 and $12.65 per share, according to the filing.

Why did the Arlo CEO sell shares in these Form 4 transactions?

The filing states the February 4 and February 6 sales were to satisfy estimated tax withholding on restricted stock units. The February 5 sale was to cover estimated tax withholding related to performance stock units that had settled, rather than discretionary open-market sales.

What award did the Arlo CEO receive from performance stock units?

The CEO received 167,447 shares of Arlo common stock as a restricted stock unit grant on February 4, 2026. This followed Board approval that performance criteria for performance stock units granted January 28, 2022, based on relative shareholder return, had been achieved.

How many Arlo shares does the CEO own after these transactions?

After the reported February 2026 transactions, the CEO beneficially owned 1,011,288 shares of Arlo common stock directly. This figure reflects the combination of share sales and the restricted stock unit grant described in the Form 4 filing.

What prices were received for the Arlo CEO’s reported stock sales?

The Form 4 cites weighted average sale prices. On February 4, shares sold at $12.6452 with prices ranging from $11.76 to $13.17. On February 5, the weighted average was $12.3766, with a range from $12.2970 to $12.3788. February 6 sales were at $12.295.