Matthew Blake Mcrae - 08 Jan 2026 Form 4 Insider Report for Arlo Technologies, Inc. (ARLO)

Signature
/s/ Brian Busse, Attorney-in-Fact
Issuer symbol
ARLO
Transactions as of
08 Jan 2026
Net transactions value
-$1,233,255
Form type
4
Filing time
09 Jan 2026, 19:10:51 UTC
Previous filing
02 Jan 2026
Next filing
03 Feb 2026

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 09 Jan 2026 0001654733

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction ARLO Common Stock Options Exercise +166,666 +18% 1,108,252 08 Jan 2026 Direct F1
transaction ARLO Common Stock Sale $1,233,255 -90,089 -8.1% $13.69 1,018,163 09 Jan 2026 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 -166,666 -33% $0.000000 333,334 08 Jan 2026 Common Stock 166,666 Direct F1, F3
* 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, service 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.
F3 Represents the maximum number of shares remaining that may be issued pursuant to the PSUs.