Arlo Technologies, Inc. filings document the company's smart security platform business, NYSE-listed common stock, operating results, governance matters, and shareholder votes. Recent Form 8-K reports furnish quarterly and annual financial results, including subscription and services metrics, gross margin measures, and related earnings-release exhibits.
Arlo's proxy and governance filings cover annual meeting procedures, director elections, auditor ratification, executive and board matters, and stockholder voting results. Other Form 8-K disclosures document amendments to the company's bylaws, including provisions for electronic communications, remote meetings, proxy access, and related corporate-governance mechanics.
Binder Kurtis Joseph reported acquisition or exercise transactions in this Form 4 filing.
Arlo Technologies, Inc. reported that Chief Financial Officer Kurtis Joseph Binder was granted 390,000 Performance Stock Units (PSUs) on February 20, 2026. Each PSU is a contingent right to receive shares of common stock, depending on financial milestones for annual recurring revenue and gross margin.
The 390,000 units represent the target number of shares. The actual shares ultimately issued can range from 0% to 200% of this target, based on how Arlo performs against those specified financial goals.
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.
Brandes Investment Partners, L.P. reported a significant beneficial stake in Arlo Technologies, Inc. common shares. The firm beneficially owns 8,202,794 shares, giving it more than 5% of Arlo's outstanding common stock as of 12/31/2025.
Brandes has no sole voting or dispositive power. It shares voting power over 4,641,379 shares and shares dispositive power over all 8,202,794 shares. The position is certified as held in the ordinary course of business and not for the purpose of changing or influencing control of Arlo.
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.