Form 4: ARLO CEO Sells 520,557 Shares to Cover PSU Tax Withholding

Rhea-AI Filing Summary

Matthew Blake McRae, identified as both CEO and a director of Arlo Technologies (ARLO), reported a disposition of 520,557 shares of common stock on 08/12/2025. The Form 4 lists a weighted average sale price of $17.3963 with individual sale prices ranging from $16.40 to $18.47. The filing states the shares were sold to satisfy estimated tax withholding obligations upon the settlement of performance stock units, meaning the disposition was executed to cover tax liabilities tied to equity compensation. After the reported transaction the reporting person beneficially owns 1,621,835 shares. Table II shows no derivative securities reported on this Form 4.

Insights

Corporate Governance Expert

TL;DR: CEO reported a sizable share sale to satisfy tax withholding on PSUs; still retains material beneficial ownership.

The sale of 520,557 shares at a weighted average of $17.3963 is explicitly attributed to estimated tax withholding upon settlement of performance stock units. From a governance perspective, that explanation reduces the concern that the sale was a discretionary liquidity event, and the reporting person continues to hold 1,621,835 shares. The Form shows no derivative activity. The disclosure is clear and complies with Section 16 reporting requirements.

Securities/Insider Trading Analyst

TL;DR: Material share block sold by CEO at $16.40–$18.47 range; purpose given as tax withholding on PSUs, which is a common form of disposition.

Table I records a disposition of 520,557 common shares with a reported weighted average price of $17.3963 and a price range of $16.40–$18.47. The filer specified the sale was to satisfy tax withholding obligations tied to performance stock unit settlement. No derivative securities were reported in Table II. For investors, the filing documents a sizeable, explained sale but leaves the reporting person with a significant remaining stake of 1,621,835 shares.

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)
08/12/2025

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	08/12/2025		S(1)		520,557	D	$17.3963(2)	1,621,835	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 performance stock units.

2. The weighted average sale price for the transaction reported was $17.3963, and the range of prices were between $16.40 and $18.47. 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	08/13/2025
	** 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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