Matthew Blake Mcrae - 01 Oct 2025 Form 4 Insider Report for Arlo Technologies, Inc. (ARLO)

Signature
/s/ Brian Busse, Attorney-in-Fact
Issuer symbol
ARLO
Transactions as of
01 Oct 2025
Transactions value $
-$1,621,566
Form type
4
Date filed
02 Oct 2025, 21:26
Previous filing
09 Sep 2025
Next filing
05 Nov 2025

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 2025-10-02 0001654733

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction ARLO Common Stock Options Exercise +178K +10.7% 1.84M 01 Oct 2025 Direct F1
transaction ARLO Common Stock Sale -$1.62M -95.4K -5.18% $16.99 1.75M 02 Oct 2025 Direct F2

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 -178K -100% $0.00 0 01 Oct 2025 Common Stock 178K Direct F1
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

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, blended gross margins, annual recurring revenue and continuous service by the reporting person.
F2 Represents shares sold to satisfy estimated tax withholding obligations upon the settlement of PSUs.