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.
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.
ARLO insider activity is detailed in a Form 144 notice covering a planned sale of 35,482 common shares through Morgan Stanley Smith Barney. The aggregate market value of this prospective sale is $454,528.29, with the shares listed on the NYSE.
The shares to be sold were acquired on 01/28/2026 via performance stock units (10,917 shares) and restricted stock units (24,565 shares), both received as compensation from the issuer. The filing also lists prior sales over the past three months by Matthew Blake McRae totaling substantial common-share disposals.
Arlo Technologies' general counsel Brian Busse reported equity transactions involving company stock and performance units. On January 8, 2026, 50,000 performance stock units (PSUs) were settled into 50,000 shares of Arlo common stock at an exercise price of $0, increasing his directly held common stock to 569,855 shares. The PSUs represent rights that vest upon achieving milestones tied to cumulative paid subscribers, service gross margins, annual recurring revenue and continued service.
On January 9, 2026, Busse sold 18,841 shares of common stock at an average price of $13.6893 per share, with the filing stating this sale was to cover estimated tax withholding on the PSU settlement. After these transactions, he directly owned 551,014 shares of common stock and up to 100,000 PSUs that may still be settled into additional shares.
Arlo Technologies, Inc. Chief Financial Officer Kurtis Joseph Binder reported equity award activity and a related share sale. On January 8, 2026, 100,000 performance stock units (PSUs) were converted into 100,000 shares of common stock at an exercise price of $0, increasing his directly held common stock to 516,013 shares. The PSUs vest based on milestones tied to paid subscribers, service gross margins, annual recurring revenue and continued service.
On January 9, 2026, Binder sold 55,043 shares of common stock at an average price of $13.6893 per share, leaving 460,970 shares of common stock directly owned. According to the disclosure, these shares were sold to cover estimated tax withholding obligations upon settlement of the PSUs. After these transactions, Binder also directly holds 200,000 PSUs representing the maximum number of shares that may still be issued under the award.
Arlo Technologies, Inc. CEO Matthew Blake McRae reported equity transactions involving performance stock units (PSUs) and common stock. On 01/08/2026, 166,666 PSUs were settled, delivering 166,666 shares of common stock at an exercise price of $0, increasing his directly held common stock to 1,108,252 shares.
On 01/09/2026, McRae reported a sale of 90,089 shares of common stock at $13.6893 per share, described as shares sold to satisfy estimated tax withholding obligations upon PSU settlement. After these transactions, he directly owned 1,018,163 shares of common stock and 333,334 PSUs, which represent the maximum number of shares that may still be issued under the remaining PSUs.
ARLO has a notice to sell 90,089 shares of its common stock under Rule 144. The shares are to be sold through Morgan Stanley Smith Barney on the NYSE, with an approximate sale date of January 9, 2026 and an aggregate market value of $1,233,318.41. The filing lists 105,004,728 common shares outstanding.
The 90,089 shares were acquired on January 8, 2026 as performance stock units from the issuer, treated as compensation. The person named in the filing, Matthew Blake McRae, previously sold 18,645 common shares on November 4, 2025 for gross proceeds of $333,089.20 and 257,242 common shares on December 1, 2025 for gross proceeds of $3,672,875.55.
A shareholder of ARLO has filed a notice of proposed sale of restricted stock under Rule 144. The filing covers the planned sale of 55,043 shares of common stock through Morgan Stanley Smith Barney, with an stated aggregate market value of $753,538.67. The shares are part of a class with 105,004,728 shares outstanding and are expected to be sold on or about 01/09/2026 on the NYSE.
The 55,043 shares were acquired from the issuer on 01/08/2026 as performance stock units, described as compensation. The notice also reports that the same seller disposed of 51,668 common shares on 10/15/2025 for gross proceeds of $920,527.42 over the past three months, as required disclosure for recent sales.
Arlo (ARLO) insider Brian Busse has filed a notice of proposed sale of company stock. The filing covers the planned sale of 18,841 common shares through broker Morgan Stanley Smith Barney on or about January 9, 2026, with an indicated aggregate market value of $257,933.29. These shares were acquired on January 8, 2026 as performance stock units from the issuer, treated as compensation.
The filing also reports that during the prior three months, Busse sold 149,521 common shares on November 14, 2025, generating gross proceeds of $2,149,140.09. By signing the notice, the seller represents that they are not aware of undisclosed material adverse information about Arlo’s current or prospective operations.