Welcome to our dedicated page for Arlo Technologies SEC filings (Ticker: ARLO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The SEC filings page for Arlo Technologies, Inc. (NYSE: ARLO) provides access to the company’s official regulatory disclosures as a publicly traded smart home security platform company. These documents offer detailed information on Arlo’s financial performance, governance, executive compensation, and key corporate events.
Arlo files current reports on Form 8‑K to furnish press releases on quarterly financial results and other material developments. For example, the company has used Form 8‑K to announce results for specific quarters, including metrics such as annual recurring revenue (ARR), subscriptions and services revenue, gross margins, adjusted EBITDA, and non‑GAAP net income per share. These filings explain how non‑GAAP measures are calculated and why management uses them alongside GAAP results.
Investors can also review annual and quarterly reports (Forms 10‑K and 10‑Q, when available in the broader filing set) for more extensive discussions of Arlo’s smart home security business, risk factors, and management’s analysis of operations. The company notes in its earnings materials that additional information on potential risk factors is included in these periodic filings, particularly in sections labeled “Risk Factors.”
Governance-related filings, such as those covering the annual meeting of stockholders, provide insight into matters like director elections, ratification of the independent registered public accounting firm, and advisory votes on executive compensation. For instance, an 8‑K summarizing the 2025 Annual Meeting details voting outcomes on board elections, auditor ratification, and say-on-pay proposals.
Through this page, users can also track equity-related disclosures, including inducement awards under equity incentive plans, which are often announced via press releases and associated filings. Stock Titan’s interface surfaces these filings with AI-powered summaries that clarify complex sections, highlight key metrics, and help readers quickly understand how each document relates to Arlo’s smart home security platform, subscription services, and overall financial profile.
Brian Busse has filed a notice of proposed resale of restricted securities under Rule 144. He plans to sell 31,407 shares of common stock through Morgan Stanley Smith Barney on the NYSE, with an approximate sale date of February 6, 2026 and an aggregate market value of 386,149.69.
The shares to be sold were acquired on February 4, 2026 as performance stock units from the issuer, treated as compensation. The filing also lists several prior sales of common stock during the past three months by Busse, with individual transactions ranging from 8,245 to 149,521 shares. By signing the notice, Busse represents that he is not aware of any material adverse, nonpublic information about the issuer’s operations.
ARLO insider Matthew Blake McRae has filed a Form 144 indicating an intention to sell up to 95,326 shares of common stock. The planned sale, through Morgan Stanley Smith Barney on the NYSE around 02/06/2026, reflects an aggregate market value of $1,172,035.08 based on the form’s calculations.
The 95,326 shares were acquired on 02/04/2026 as performance stock units from the issuer, treated as compensation. Over the prior three months, McRae reported multiple sales of the issuer’s common stock, including 257,242 shares on 12/01/2025 and additional blocks in January and early February 2026.
Arlo Technologies’ general counsel Brian Busse reported stock transactions related to equity compensation and tax withholding. On February 4, 2026, he sold 15,922 shares of common stock at a weighted average price of $12.6452 to cover estimated tax obligations upon settlement of restricted stock units, then held 526,847 shares directly. That day he was also granted 57,410 shares of common stock at $0 following Board approval of performance criteria for a performance stock unit granted on January 28, 2022, increasing his direct holdings to 584,257 shares. On February 6, 2026, he sold a further 31,407 shares at $12.295, leaving him with 552,850 directly owned shares of Arlo common stock.
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.
An affiliate of Arlo Technologies filed a Rule 144 notice to sell 18,085 shares of common stock through Morgan Stanley Smith Barney on the NYSE. These shares were acquired on 02/03/2026 as performance stock units from the issuer and treated as compensation.
The seller, identified as Matthew Blake McRae, previously sold several blocks of Arlo common stock during the past three months, including 257,242 shares on 12/01/2025 for gross proceeds of 3,672,875.55. Shares of Arlo common stock outstanding were 105,597,611, providing a baseline for the company’s equity size.
ARLO insider Brian Busse filed a Form 144 notice to sell 15,922 shares of common stock through Morgan Stanley Smith Barney on or around 02/04/2026 on the NYSE, with an indicated aggregate market value of $201,413.30 and total shares outstanding of 105,597,611.
The 15,922 shares come from restricted stock units acquired on 01/30/2026 as compensation from the issuer. Over the prior three months, Busse reported additional sales of common stock totaling 176,607 shares, with gross proceeds of about $2.52 million across three transactions.
A shareholder of Arlo (common stock) has filed a notice of proposed sale under Rule 144 for 58,604 common shares, with an aggregate market value of $741,340.60. The shares are to be sold through Morgan Stanley Smith Barney on the NYSE, with an approximate sale date of February 4, 2026. Common shares outstanding were 105,597,611 at the time referenced.
The shares to be sold were acquired as restricted stock units from the issuer on January 30, 2026, as compensation. Over the prior three months, Matthew Blake McRae sold additional blocks of Arlo common shares on several dates, with disclosed gross proceeds for each transaction.
Arlo Technologies’ general counsel, Brian Busse, reported a routine tax-related share sale. On January 30, 2026, he sold 8,245 shares of Arlo common stock at a weighted average price of $12.8103 per share to satisfy estimated tax withholding obligations upon settlement of restricted stock units. Following this transaction, he directly beneficially owned 542,769 Arlo shares.
Arlo Technologies CEO Matthew Blake McRae reported routine equity activity involving company stock. On 01/30/2026, he sold 35,482 shares of common stock at a weighted average price of $12.8103 per share to cover estimated tax withholding on vested restricted stock units. On 02/03/2026, 33,175 performance stock units (PSUs) were converted into an equal number of common shares at an exercise price of $0 per share. Following these transactions, he directly held 1,015,856 shares of Arlo common stock, and the reported PSUs were reduced to zero.
Arlo Technologies insider Brian Busse has filed a Rule 144 notice to sell 8,245 shares of common stock. The shares are to be sold through Morgan Stanley Smith Barney on the NYSE, with an approximate sale date of 01/30/2026 and an aggregate market value of 105,619.09 based on the filing.
The 8,245 shares come from performance stock units (2,537 shares) and restricted stock units (5,708 shares) that were acquired from the issuer on 01/28/2026 as compensation, with payment also dated 01/28/2026. The filing also reports that Busse previously sold 149,521 common shares on 11/14/2025 for gross proceeds of 2,149,140.09 and 18,841 common shares on 01/09/2026 for gross proceeds of 257,920.1.