ARLO Arlo Technologies, Inc.

BEARISH Impact: 6/10 Insider Cluster (3 insiders)
Horizon days Filed Mar 3, 2026 Processed 3mo ago
Insider cluster: 3 insiders, $0.7M total
Final — all horizons settled through T+60d
ARLO ▼ -12.46% at T+60d
SHORT call ✓ call won +12.46% · α vs SPY +22.78% · entry $15.09 → $13.21
Currently $12.92 · +14.38% from $15.09 entry (call sign-flipped)
Entry anchored
Mar 2, 03:59 PM ET
via Databento tick
T+1d
-0.33%
call +0.33% · α +1.09%
$15.04
settled 3mo ago
T+5d
-8.55%
call +8.55% · α +8.07%
$13.80
settled 3mo ago
T+20d
-5.70%
call +5.70% · α +1.30%
$14.23
settled 3mo ago
T+60d
-12.46%
call +12.46% · α +22.78%
$13.21
settled 17d ago

Price Chart

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Executive Summary

Arlo Technologies' CEO and CFO, along with the General Counsel, conducted open-market share sales totaling approximately $854,000 over the past week, with the majority of sales occurring on March 3 and 4. These transactions represent material insider selling by top executives, though within the context of routine post-grant dispositions. The total value of open-market sales is modest relative to the company's $1.6B market cap.

Key Financial Metrics

Direction
selling
Total Value
$854.2K
Insiders
3

Actionable Insight

Monitor for upcoming earnings or guidance changes; this level of coordinated selling by C-suite executives may signal caution, especially if not part of a pre-arranged 10b5-1 plan. Check future Form 4s for continuation of selling trends.

Key Facts

  • CEO Matthew McRae sold 27,931 shares for $416,959 in open-market transactions on March 3.
  • CFO Kurtis Binder sold a total of 22,204 shares across two days (March 3 and 4), realizing $333,261.
  • General Counsel Brian Busse sold 6,966 shares for $103,989 on March 3.
  • All three executives were granted shares on February 27 at $0 (non-cash awards), suggesting recent equity compensation.
  • Total open-market sales by insiders in the cluster: $854,220.
  • No open-market purchases were made; all cash-generating transactions were sales.

Financial Impact

$854,220 in net insider selling over 7 days, representing 0.05% of Arlo's $1.6B market cap

insider sentimentshareholder confidencepotential dilution perception

Risk Factors

  • Perception of lack of confidence from top leadership, particularly the CEO and CFO.
  • Potential for negative market reaction if selling is not part of a pre-scheduled plan.

Market Snapshot

Exchange
NYSE

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CONTEXT: Insider Cluster Data (7 trades, 7d window)cluster-ARLO-1772734158410
6 reports for ARLO
Performance horizon
Filters
Rows
Reports for ARLO — sortable, filterable
Type Now
Jun 11, 2026
1d ago
Institutional Cluster
MIXED ★ 5/10
$12.38 awaiting T+5awaiting T+5$12.92 (+4.36%)
May 8, 2026
5w ago
144
NEUTRAL ★ 2/10
$13.59 $12.95▼ −4.71%▼ −4.62%$12.92 (−4.93%)
Apr 24, 2026
7w ago
DEFA14A
NEUTRAL ★ 2/10
$14.21 $14.75▲ +3.80%▲ +3.40%$12.92 (−9.08%)
Apr 17, 2026
8w ago
144
NEUTRAL ★ 3/10
$14.97 $14.21▼ −5.08%▼ −5.99%$12.92 (−13.69%)
Mar 3, 2026
14w ago
Insider Cluster
BEARISH ★ 6/10
$15.09 $13.80▲ +8.55%▲ +8.07%$12.92 (+14.38%)
Mar 3, 2026
14w ago
Insider Cluster
NEUTRAL ★ 4/10
$15.09 $13.80▼ −8.55%▼ −8.07%$12.92 (−14.38%)
Showing 6 of 6

US Market Status

Market Closed — Opens Mon (47h 1m)

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