MATTHEW BLAKE MCRAE - 08 Aug 2025 Form 4 Insider Report for Arlo Technologies, Inc. (ARLO)

Role
CEO, Director
Signature
/s/ Brian Busse, Attorney-in-Fact
Issuer symbol
ARLO
Transactions as of
08 Aug 2025
Net transactions value
-$5,762,223
Form type
4
Filing time
12 Aug 2025, 21:43:08 UTC
Previous filing
05 Aug 2025
Next filing
13 Aug 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
MCRAE MATTHEW BLAKE CEO, Director 5770 FLEET STREET, CARLSBAD /s/ Brian Busse, Attorney-in-Fact 12 Aug 2025 0001654733

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction ARLO Common Stock Options Exercise +1,000,000 +68% 2,474,017 08 Aug 2025 Direct F1
transaction ARLO Common Stock Sale $4,016,672 -236,018 -9.5% $17.02 2,237,999 08 Aug 2025 Direct F2, F3
transaction ARLO Common Stock Sale $1,630,797 -89,526 -4% $18.22 2,148,473 08 Aug 2025 Direct F2, F4
transaction ARLO Common Stock Sale $114,754 -6,081 -0.28% $18.87 2,142,392 08 Aug 2025 Direct F2, F5

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction ARLO Performance Stock Units (PSUs) Options Exercise $0 -1,000,000 -100% $0.000000 0 08 Aug 2025 Common Stock 1,000,000 Direct F1
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.

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).

Explanation of Responses:

Id Content
F1 Each performance stock unit ("PSU") represents a contingent right to receive one share of the Issuer's common stock. The PSUs vest upon the achievement of certain milestones related to the number of the Issuer's cumulative paid subscribers and blended gross margins.
F2 The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 14, 2025.
F3 The weighted average sale price for the transaction reported was $17.0185, and the range of prices were between $16.71 and $17.70. Upon request by the SEC staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price will be provided.
F4 The weighted average sale price for the transaction reported was $18.2159, and the range of prices were between $17.71 and $18.70. Upon request by the SEC staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price will be provided.
F5 The weighted average sale price for the transaction reported was $18.8709, and the range of prices were between $18.74 and $19.05. Upon request by the SEC staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price will be provided.