AGÕæÈ˹ٷ½

STOCK TITAN

[Form 4] Arlo Technologies, Inc. Insider Trading Activity

Filing Impact
(Moderate)
Filing Sentiment
(Negative)
Form Type
4
Rhea-AI Filing Summary

Form 4 shows CEO & Director Matthew Blake McRae executed two transactions in Arlo Technologies (ARLO) common stock. On 08-03-2025 he converted 26,540 performance stock units (PSUs) into an equal number of shares (Code M). PSUs vest only after both time and share-price hurdles are met, indicating the performance condition was achieved. Immediately after conversion he held 1,488,245 shares.

On 08-04-2025 McRae sold 14,228 shares at $15.968 per share (Code S). The filing states the sale was solely to cover estimated tax-withholding liabilities arising from the PSU settlement. His direct ownership after the sale totals 1,474,017 shares. He also retains up to 159,237 unvested PSUs, representing the maximum remaining that could convert to common stock.

Net result: the CEO increased his stake by 12,312 shares despite the tax-driven sale. Size of transaction is modest relative to his overall holdings and does not signal a change in strategic positioning, but the PSU vesting confirms achievement of specific performance milestones.

Il modulo 4 mostra che l'Amministratore Delegato e Direttore Matthew Blake McRae ha effettuato due operazioni con azioni ordinarie di Arlo Technologies (ARLO). Il 08-03-2025 ha convertito 26.540 unità azionarie di performance (PSU) in un numero equivalente di azioni (Codice M). Le PSU maturano solo dopo il raggiungimento di requisiti temporali e di prezzo delle azioni, indicando che la condizione di performance è stata soddisfatta. Subito dopo la conversione deteneva 1.488.245 azioni.

Il 08-04-2025 McRae ha venduto 14.228 azioni a 15,968 $ ciascuna (Codice S). La documentazione specifica che la vendita è stata effettuata esclusivamente per coprire le imposte stimate derivanti dal regolamento delle PSU. Dopo la vendita, la sua proprietà diretta ammonta a 1.474.017 azioni. Mantiene inoltre fino a 159.237 PSU non maturate, rappresentando il massimo residuo che potrebbe essere convertito in azioni ordinarie.

Risultato netto: l’Amministratore Delegato ha aumentato la sua partecipazione di 12.312 azioni nonostante la vendita per motivi fiscali. La dimensione dell’operazione è modesta rispetto al totale delle sue partecipazioni e non indica un cambiamento nella strategia, ma la maturazione delle PSU conferma il raggiungimento di specifici obiettivi di performance.

El Formulario 4 muestra que el CEO y Director Matthew Blake McRae realizó dos transacciones con acciones ordinarias de Arlo Technologies (ARLO). El 08-03-2025 ³¦´Ç²Ô±¹¾±°ù³Ù¾±Ã³ 26,540 unidades de acciones por desempeño (PSU) en un número igual de acciones (Código M). Las PSU solo se consolidan después de cumplir con los requisitos de tiempo y precio de las acciones, lo que indica que se alcanzó la condición de desempeño. Inmediatamente después de la conversión, poseía 1,488,245 acciones.

El 08-04-2025 McRae vendió 14,228 acciones a 15.968 $ por acción (Código S). El informe indica que la venta se hizo únicamente para cubrir las obligaciones fiscales estimadas derivadas del ajuste de las PSU. Su propiedad directa después de la venta es de 1,474,017 acciones. También conserva hasta 159,237 PSU no consolidadas, que representan el máximo restante que podría convertirse en acciones ordinarias.

Resultado neto: el CEO incrementó su participación en 12,312 acciones a pesar de la venta motivada por impuestos. El tamaño de la transacción es modesto en relación con sus tenencias totales y no indica un cambio en la estrategia, pero la consolidación de las PSU confirma que se lograron hitos específicos de desempeño.

Form 4ì—� 따르ë©� CEO ê²� ì´ì‚¬ì� Matthew Blake McRaeëŠ� Arlo Technologies (ARLO) ë³´í†µì£¼ì— ëŒ€í•� ë‘� ê±´ì˜ ê±°ëž˜ë¥� 실행했습니다. 2025ë…� 8ì›� 3ì�ì—는 26,540ê°œì˜ ì„±ê³¼ ì£¼ì‹ ë‹¨ìœ„(PSU)ë¥� ë™ì¼í•� ìˆ˜ì˜ ì£¼ì‹ìœ¼ë¡œ 전환했습니다(코드 M). PSUëŠ� 시간 ë°� 주가 ì¡°ê±´ì� ëª¨ë‘ ì¶©ì¡±ë˜ì–´ì•¼ë§Œ 권리가 확정ë˜ë¯€ë¡�, 성과 ì¡°ê±´ì� 달성ë˜ì—ˆìŒì„ ì˜ë¯¸í•©ë‹ˆë‹�. 전환 ì§í›„ 그는 1,488,245주를 보유하고 있었습니ë‹�.

2025ë…� 8ì›� 4ì� McRaeëŠ� 주당 15.968달러ì—� 14,228주를 매ë„했습니다(코드 S). ì‹ ê³ ì„œì— ë”°ë¥´ë©� ì� 매ë„ëŠ� PSU ì •ì‚°ì—� 따른 ì˜ˆìƒ ì„¸ê¸ˆ ì›ì²œì§•수 ë¶€ë‹´ì„ ì¶©ë‹¹í•˜ê¸° 위한 것ë¿ìž…니ë‹�. ë§¤ë„ í›� ê·¸ì˜ ì§ì ‘ 소유 주ì‹ì€ ì´� 1,474,017주입니다. ë˜í•œ 최대 159,237ê°œì˜ ë¯¸í™•ì � PSUë¥� 보유 중ì´ë©�, ì´ëŠ” 앞으ë¡� 보통주로 전환ë� ìˆ� 있는 최대 잔여분입니다.

ìˆ� ê²°ê³¼: CEOëŠ� 세금 ê´€ë � 매ë„ì—ë„ ë¶ˆêµ¬í•˜ê³  12,312주를 추가ë¡� 보유 ì§€ë¶„ì„ ëŠ˜ë ¸ìŠµë‹ˆë‹�. 거래 규모ëŠ� ì „ì²´ 보유 ì£¼ì‹ ëŒ€ë¹� 작으ë©� ì „ëžµì � í¬ì§€ì…”ë‹ ë³€í™”ì˜ ì‹ í˜¸ëŠ� 아니지ë§�, PSU 권리 í™•ì •ì€ íŠ¹ì • 성과 목표 달성ì� 확ì¸ì‹œì¼œ ì¤ë‹ˆë‹�.

Le formulaire 4 montre que le PDG et directeur Matthew Blake McRae a réalisé deux transactions sur des actions ordinaires d'Arlo Technologies (ARLO). Le 08-03-2025, il a converti 26 540 unités d’actions à performance (PSU) en un nombre égal d’actions (Code M). Les PSU ne sont acquises qu’après satisfaction des conditions de temps et de prix de l’action, ce qui indique que la condition de performance a été atteinte. Immédiatement après la conversion, il détenait 1 488 245 actions.

Le 08-04-2025, McRae a vendu 14 228 actions à 15,968 $ chacune (Code S). Le dépôt précise que la vente a été effectuée uniquement pour couvrir les obligations fiscales estimées liées au règlement des PSU. Sa détention directe après la vente s’élève à 1 474 017 actions. Il conserve également jusqu’� 159 237 PSU non acquises, représentant le maximum restant pouvant être converti en actions ordinaires.

Résultat net : le PDG a augmenté sa participation de 12 312 actions malgré la vente motivée par des raisons fiscales. La taille de la transaction est modeste par rapport à ses avoirs globaux et ne signale pas de changement de position stratégique, mais l’acquisition des PSU confirme l’atteinte de jalons de performance spécifiques.

Formular 4 zeigt, dass CEO und Direktor Matthew Blake McRae zwei Transaktionen mit Stammaktien von Arlo Technologies (ARLO) durchgeführt hat. Am 08.03.2025 wandelte er 26.540 Performance-Aktieneinheiten (PSUs) in die gleiche Anzahl von Aktien um (Code M). PSUs werden erst nach Erfüllung von Zeit- und Kursvorgaben übertragen, was bedeutet, dass die Leistungsbedingungen erfüllt wurden. Unmittelbar nach der Umwandlung hielt er 1.488.245 Aktien.

Am 08.04.2025 verkaufte McRae 14.228 Aktien zu je 15,968 $ (Code S). Die Meldung gibt an, dass der Verkauf ausschließlich zur Deckung geschätzter Steuerabzugsverpflichtungen aus der PSU-Abwicklung erfolgte. Sein Direktbesitz nach dem Verkauf beträgt 1.474.017 Aktien. Er behält außerdem bis zu 159.237 nicht übertragene PSUs, was dem maximal verbleibenden Anteil entspricht, der in Stammaktien umgewandelt werden könnte.

Nettoergebnis: Der CEO erhöhte trotz des steuerbedingten Verkaufs seinen Anteil um 12.312 Aktien. Die Transaktionsgröße ist im Verhältnis zu seinen Gesamtbeständen gering und signalisiert keine Änderung der strategischen Ausrichtung, aber die PSU-Vesting bestätigt die Erreichung spezifischer Leistungsziele.

Positive
  • CEO increased direct ownership by 12,312 shares after settling PSUs, signalling continued alignment with shareholders.
  • Performance Stock Units vested, indicating ARLO achieved both time-based and share-price performance conditions.
Negative
  • 14,228 shares sold at $15.968, though disclosed as tax-withholding, still adds modest selling pressure.

Insights

TL;DR: Net insider buy of 12k shares; tax-related sale offsets, neutral impact.

The PSU conversion confirms ARLO met preset operating and share-price targets, a mild positive data-point on execution. McRae’s net addition (�0.8% of his stake) is immaterial to float but suggests he is not reducing economic exposure. The sale was flagged as tax-withholding, limiting negative interpretation. Given limited dollar value & routine nature, I classify the filing as neutral for near-term trading but incrementally supportive for long-term governance transparency.

Il modulo 4 mostra che l'Amministratore Delegato e Direttore Matthew Blake McRae ha effettuato due operazioni con azioni ordinarie di Arlo Technologies (ARLO). Il 08-03-2025 ha convertito 26.540 unità azionarie di performance (PSU) in un numero equivalente di azioni (Codice M). Le PSU maturano solo dopo il raggiungimento di requisiti temporali e di prezzo delle azioni, indicando che la condizione di performance è stata soddisfatta. Subito dopo la conversione deteneva 1.488.245 azioni.

Il 08-04-2025 McRae ha venduto 14.228 azioni a 15,968 $ ciascuna (Codice S). La documentazione specifica che la vendita è stata effettuata esclusivamente per coprire le imposte stimate derivanti dal regolamento delle PSU. Dopo la vendita, la sua proprietà diretta ammonta a 1.474.017 azioni. Mantiene inoltre fino a 159.237 PSU non maturate, rappresentando il massimo residuo che potrebbe essere convertito in azioni ordinarie.

Risultato netto: l’Amministratore Delegato ha aumentato la sua partecipazione di 12.312 azioni nonostante la vendita per motivi fiscali. La dimensione dell’operazione è modesta rispetto al totale delle sue partecipazioni e non indica un cambiamento nella strategia, ma la maturazione delle PSU conferma il raggiungimento di specifici obiettivi di performance.

El Formulario 4 muestra que el CEO y Director Matthew Blake McRae realizó dos transacciones con acciones ordinarias de Arlo Technologies (ARLO). El 08-03-2025 ³¦´Ç²Ô±¹¾±°ù³Ù¾±Ã³ 26,540 unidades de acciones por desempeño (PSU) en un número igual de acciones (Código M). Las PSU solo se consolidan después de cumplir con los requisitos de tiempo y precio de las acciones, lo que indica que se alcanzó la condición de desempeño. Inmediatamente después de la conversión, poseía 1,488,245 acciones.

El 08-04-2025 McRae vendió 14,228 acciones a 15.968 $ por acción (Código S). El informe indica que la venta se hizo únicamente para cubrir las obligaciones fiscales estimadas derivadas del ajuste de las PSU. Su propiedad directa después de la venta es de 1,474,017 acciones. También conserva hasta 159,237 PSU no consolidadas, que representan el máximo restante que podría convertirse en acciones ordinarias.

Resultado neto: el CEO incrementó su participación en 12,312 acciones a pesar de la venta motivada por impuestos. El tamaño de la transacción es modesto en relación con sus tenencias totales y no indica un cambio en la estrategia, pero la consolidación de las PSU confirma que se lograron hitos específicos de desempeño.

Form 4ì—� 따르ë©� CEO ê²� ì´ì‚¬ì� Matthew Blake McRaeëŠ� Arlo Technologies (ARLO) ë³´í†µì£¼ì— ëŒ€í•� ë‘� ê±´ì˜ ê±°ëž˜ë¥� 실행했습니다. 2025ë…� 8ì›� 3ì�ì—는 26,540ê°œì˜ ì„±ê³¼ ì£¼ì‹ ë‹¨ìœ„(PSU)ë¥� ë™ì¼í•� ìˆ˜ì˜ ì£¼ì‹ìœ¼ë¡œ 전환했습니다(코드 M). PSUëŠ� 시간 ë°� 주가 ì¡°ê±´ì� ëª¨ë‘ ì¶©ì¡±ë˜ì–´ì•¼ë§Œ 권리가 확정ë˜ë¯€ë¡�, 성과 ì¡°ê±´ì� 달성ë˜ì—ˆìŒì„ ì˜ë¯¸í•©ë‹ˆë‹�. 전환 ì§í›„ 그는 1,488,245주를 보유하고 있었습니ë‹�.

2025ë…� 8ì›� 4ì� McRaeëŠ� 주당 15.968달러ì—� 14,228주를 매ë„했습니다(코드 S). ì‹ ê³ ì„œì— ë”°ë¥´ë©� ì� 매ë„ëŠ� PSU ì •ì‚°ì—� 따른 ì˜ˆìƒ ì„¸ê¸ˆ ì›ì²œì§•수 ë¶€ë‹´ì„ ì¶©ë‹¹í•˜ê¸° 위한 것ë¿ìž…니ë‹�. ë§¤ë„ í›� ê·¸ì˜ ì§ì ‘ 소유 주ì‹ì€ ì´� 1,474,017주입니다. ë˜í•œ 최대 159,237ê°œì˜ ë¯¸í™•ì � PSUë¥� 보유 중ì´ë©�, ì´ëŠ” 앞으ë¡� 보통주로 전환ë� ìˆ� 있는 최대 잔여분입니다.

ìˆ� ê²°ê³¼: CEOëŠ� 세금 ê´€ë � 매ë„ì—ë„ ë¶ˆêµ¬í•˜ê³  12,312주를 추가ë¡� 보유 ì§€ë¶„ì„ ëŠ˜ë ¸ìŠµë‹ˆë‹�. 거래 규모ëŠ� ì „ì²´ 보유 ì£¼ì‹ ëŒ€ë¹� 작으ë©� ì „ëžµì � í¬ì§€ì…”ë‹ ë³€í™”ì˜ ì‹ í˜¸ëŠ� 아니지ë§�, PSU 권리 í™•ì •ì€ íŠ¹ì • 성과 목표 달성ì� 확ì¸ì‹œì¼œ ì¤ë‹ˆë‹�.

Le formulaire 4 montre que le PDG et directeur Matthew Blake McRae a réalisé deux transactions sur des actions ordinaires d'Arlo Technologies (ARLO). Le 08-03-2025, il a converti 26 540 unités d’actions à performance (PSU) en un nombre égal d’actions (Code M). Les PSU ne sont acquises qu’après satisfaction des conditions de temps et de prix de l’action, ce qui indique que la condition de performance a été atteinte. Immédiatement après la conversion, il détenait 1 488 245 actions.

Le 08-04-2025, McRae a vendu 14 228 actions à 15,968 $ chacune (Code S). Le dépôt précise que la vente a été effectuée uniquement pour couvrir les obligations fiscales estimées liées au règlement des PSU. Sa détention directe après la vente s’élève à 1 474 017 actions. Il conserve également jusqu’� 159 237 PSU non acquises, représentant le maximum restant pouvant être converti en actions ordinaires.

Résultat net : le PDG a augmenté sa participation de 12 312 actions malgré la vente motivée par des raisons fiscales. La taille de la transaction est modeste par rapport à ses avoirs globaux et ne signale pas de changement de position stratégique, mais l’acquisition des PSU confirme l’atteinte de jalons de performance spécifiques.

Formular 4 zeigt, dass CEO und Direktor Matthew Blake McRae zwei Transaktionen mit Stammaktien von Arlo Technologies (ARLO) durchgeführt hat. Am 08.03.2025 wandelte er 26.540 Performance-Aktieneinheiten (PSUs) in die gleiche Anzahl von Aktien um (Code M). PSUs werden erst nach Erfüllung von Zeit- und Kursvorgaben übertragen, was bedeutet, dass die Leistungsbedingungen erfüllt wurden. Unmittelbar nach der Umwandlung hielt er 1.488.245 Aktien.

Am 08.04.2025 verkaufte McRae 14.228 Aktien zu je 15,968 $ (Code S). Die Meldung gibt an, dass der Verkauf ausschließlich zur Deckung geschätzter Steuerabzugsverpflichtungen aus der PSU-Abwicklung erfolgte. Sein Direktbesitz nach dem Verkauf beträgt 1.474.017 Aktien. Er behält außerdem bis zu 159.237 nicht übertragene PSUs, was dem maximal verbleibenden Anteil entspricht, der in Stammaktien umgewandelt werden könnte.

Nettoergebnis: Der CEO erhöhte trotz des steuerbedingten Verkaufs seinen Anteil um 12.312 Aktien. Die Transaktionsgröße ist im Verhältnis zu seinen Gesamtbeständen gering und signalisiert keine Änderung der strategischen Ausrichtung, aber die PSU-Vesting bestätigt die Erreichung spezifischer Leistungsziele.

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
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
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)
08/03/2025
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 08/03/2025 M 26,540 A (1) 1,488,245 D
Common Stock 08/04/2025 S(2) 14,228 D $15.968 1,474,017 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
Performance Stock Units (PSUs) (1) 08/03/2025 M 26,540 (1) 02/03/2026 Common Stock 26,540 $0 159,237(3) D
Explanation of Responses:
1. Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock. The PSUs vest upon the Issuer's common stock achieving both a time-based vesting condition and a stock price performance-based vesting condition, both of which conditions must be satisfied before any PSU vests.
2. Represents shares sold to satisfy estimated tax withholding obligations upon the settlement of PSUs.
3. Represents the maximum number of shares remaining that may be issued pursuant to the PSUs.
/s/ Brian Busse, Attorney-in-Fact 08/05/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

How many ARLO shares did CEO Matthew McRae acquire?

He received 26,540 shares through PSU conversion on 08-03-2025.

Why did the CEO sell ARLO shares the next day?

The filing states the 14,228-share sale was to cover tax-withholding obligations from the PSU settlement.

What is Matthew McRae's current ARLO share ownership?

After the transactions he directly owns 1,474,017 shares.

How many unvested PSUs does the CEO still hold?

He retains up to 159,237 PSUs that could convert to common stock if future conditions are met.

Does the filing suggest a change in insider sentiment at ARLO?

Because the net effect is an ownership increase and the sale was tax-related, the sentiment is viewed as neutral to mildly positive.
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