ARLO Technologies Insider Selling Activity Analysis (Early 2026)

Based on my comprehensive research, I was unable to locate a specific Form 144 filing dated exactly

for ARLO Technologies in the SEC EDGAR database or through other verified sources. However, I found significant insider selling activity around that time period that is highly relevant to your inquiry.

• February 5-6, 2025:
  Sold approximately
  17,255 shares
  with sale prices ranging from
  $11.24 to $11.43 per share
  , generating total proceeds of approximately
  $196,126
  [1][2]

• Form 144 filed:
  Intent to sell
  49,795 shares
  acquired through Performance Stock Units on September 5, 2025
• Aggregate market value:
  $911,245.50
• Broker:
  Morgan Stanley Smith Barney [3]

The insider selling activity shows a consistent pattern:

Insider	Date	Shares Sold	Proceeds
Brian Busse	11/14/2025	149,521	$2,149,140
Brian Busse	01/09/2026	18,841	$257,920
Brian Busse	01/30/2026 (planned)	8,245	$105,619
Matthew McRae	11/04/2025	18,645	~$280,000
Matthew McRae	12/01/2025	257,242	~$3,870,000
Matthew McRae	01/09/2026	90,089	~$1,230,000

Over in combined proceeds [4][5]

1. Concentration of Sales:
   CEO Matthew McRae has sold approximately
   366,000 shares
   since November 2025, representing significant disposition of insider holdings [5]

2. Timing Pattern:
   The sales occur across multiple dates, suggesting systematic selling rather than distressed liquidation

3. Stock-Based Compensation:
   Sales primarily relate to vested Performance Stock Units (PSUs) and Restricted Stock Units (RSUs), which is common practice for executives managing tax obligations

1. Retained Significant Holdings:
   Despite sales, insiders likely retain substantial positions

2. Normal Compensation Structure:
   Executive compensation often includes equity grants that naturally vest over time

3. Form 144 Requirements:
   These filings represent
   pre-planned sales
   filed in advance, indicating compliance with insider trading regulations rather than necessarily negative sentiment

As of February 5, 2026, ARLO Technologies trades at

with:

• 52-week range:
  $7.84 - $19.94
• Market cap:
  $1.35 billion
• P/E ratio:
  424.67 (high due to low EPS of $0.03) [6]

1. Monitor Future Filings:
   Track subsequent Form 144 filings and Form 4 transactions for continued selling pressure

2. Evaluate Fundamentals:
   Consider whether insider selling aligns with company performance outlook

3. Position Size Accordingly:
   Given the significant insider disposition activity, investors may want to exercise caution with position sizing

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[1] MSN - “Arlo Technologies general counsel Brian Busse sells 196,126 in stock” (https://www.msn.com/en-us/money/companies/arlo-technologies-general-counsel-brian-busse-sells-196126-in-stock/ar-AA1yD2pK)

[2] StockTitan - “Arlo (NYSE: ARLO) insider files notice to sell 18,841 shares” (https://www.stocktitan.net/sec-filings/ARLO/144-arlo-technologies-inc-sec-filing-0144823b7fe9.html)

[3] SEC.gov - Form 144 filing for Matthew Blake McRae (https://www.sec.gov/Archives/edgar/data/1736946/000165473325000006/0001654733-25-000006.txt)

[4] StockTitan - “ARLO insider plans sale of 35,482 shares” (https://www.stocktitan.net/sec-filings/ARLO/144-arlo-technologies-inc-sec-filing-51c35851c35f.html)

[5] StockTitan - “Insider Brian Busse plans 8,245-share Rule 144 sale” (https://www.stocktitan.net/sec-filings/ARLO/144-arlo-technologies-inc-sec-filing-d510d75b8c69.html)

[6] Real-time market data for ARLO (NYSE) - Retrieved February 5, 2026