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.
Arlo Technologies, Inc. (ARLO) – Form 144 filing discloses that insider Matthew Blake McRae has filed notice to sell 14,288 common shares through Morgan Stanley Smith Barney on or after 08/04/2025. The shares were acquired on 08/03/2025 via performance stock units and represent roughly 0.014 % of the 103,400,957 shares outstanding.
The filing also details an extensive selling history over the prior three months: 1,340,625 shares have already been sold across seven transactions, generating gross proceeds of approximately $22.1 million. No adverse, non-public information is asserted by the filer, and the notice confirms compliance with Rule 144 aggregation and disclosure requirements.
The proposed sale itself is immaterial to float size, but the cumulative volume signals sustained insider liquidation that investors may monitor for sentiment or supply implications. The Form 144 does not include any operational or earnings data and has no direct dilutive impact because the shares are already outstanding.
Arlo Technologies, Inc. (ARLO) – Form 4 insider transaction
CEO and Director Matthew Blake McRae disclosed two open-market sales of Arlo common stock executed under a Rule 10b5-1 trading plan adopted on 14 Mar 2025:
- 25 Jun 2025: 243,302 shares sold at a weighted-average price of $16.8651 (price range $16.65–$17.07).
- 26 Jun 2025: 113,322 shares sold at a weighted-average price of $17.2158 (price range $16.77–$17.50).
The combined disposition of 356,624 shares yielded proceeds of roughly $6.0 million. Following the transactions, McRae’s direct beneficial ownership decreased from approximately 1.80 million shares to 1,439,735 shares, a reduction of about 20 %, yet he remains a significant shareholder.
No derivative securities were reported, and there were no acquisitions. Because the sales were pre-scheduled under a 10b5-1 plan, they are presumed compliant with insider-trading regulations, though investors often monitor sizable executive dispositions for sentiment signals. The filing carries no direct information on Arlo’s fundamentals, operations, or earnings.
Arlo Technologies CEO Matthew Blake McRae executed significant stock sales through a pre-planned Rule 10b5-1 trading plan established on March 14, 2025. Over three consecutive trading days, McRae disposed of a total of 866,622 shares in the following transactions:
- June 20, 2025: Sold 372,488 shares at weighted average price of $17.1449
- June 23, 2025: Sold 188,930 shares at weighted average price of $16.7052
- June 24, 2025: Sold 305,204 shares at weighted average price of $16.8032
Following these transactions, McRae retains beneficial ownership of 1,796,359 shares held directly. The sales were executed according to a predetermined trading plan, which provides an affirmative defense against insider trading allegations. The filing notes that McRae had previously acquired 2,236 shares through the company's Employee Stock Purchase Plan on May 15, 2025.
Arlo Technologies Director Grady Summers received a grant of 10,520 restricted stock units (RSUs) on June 20, 2025, as reported in this Form 4 filing. The RSUs were awarded under the company's 2018 Equity Incentive Plan at a price of $0 per unit.
Key details of the transaction:
- The RSUs will vest at the 2026 annual stockholder meeting
- Each RSU represents the right to receive one share of common stock upon vesting
- Following this transaction, Summers directly owns 219,083 shares
- The filing was signed by Brian Busse as attorney-in-fact on June 23, 2025
This grant appears to be part of the company's regular director compensation program. No derivative securities were involved in this transaction.
Arlo Technologies Director Amy M. Rothstein received a grant of 10,520 restricted stock units (RSUs) on June 20, 2025, as reported in this Form 4 filing. The RSUs were awarded under the company's 2018 Equity Incentive Plan at a price of $0 per unit.
Key details of the transaction:
- The RSUs will vest at the 2026 annual stockholder meeting
- Each RSU represents the right to receive one share of common stock upon vesting
- Following this transaction, Rothstein directly owns 85,552 shares
- The filing was signed by Brian Busse as attorney-in-fact on June 23, 2025
This equity grant appears to be part of the standard director compensation package, demonstrating the company's continued alignment of director interests with shareholders through equity-based compensation.
Director Ralph E. Faison of Arlo Technologies received a grant of 10,520 restricted stock units (RSUs) on June 20, 2025. The RSUs were awarded under the company's 2018 Equity Incentive Plan at a price of $0 per unit.
Key details of the transaction:
- The RSUs will vest at the 2026 annual stockholder meeting
- Each RSU represents the right to receive one share of common stock upon vesting
- Following this transaction, Faison directly owns 396,119 shares of Arlo Technologies common stock
- The transaction was reported via Form 4 filing, indicating changes in beneficial ownership
This equity grant appears to be part of the company's standard director compensation program, aligning the director's interests with those of shareholders through long-term stock ownership.