ARLO Arlo Technologies, Inc. Insider Trading

CFO Kurtis Binder sells 65k shares (11.5% of position) as stock trades well below 52-week highs

Kurtis Binder, the CFO of Arlo Technologies, sold a meaningful portion of his holdings in a single transaction. This comes as the stock trades noticeably below its 52-week high, a backdrop that could suggest selling into strength—though the stock has gained ground over the past few months. Binder has been an active seller over the past 36 months, with this being his 22nd open-market sale in that period and no open-market purchases on record. His prior sales at this ticker show mixed timing results: three of his five previous exits were well-timed (the stock declined afterward), while two were poorly timed (the stock gained afterward). Most recently, he sold shares in March with the stock subsequently rising over a longer horizon, suggesting that timing at Arlo has been uneven. The company itself remains profitable with modest revenue growth, though the valuation appears stretched relative to earnings, which could factor into executive perspective on share value.

CEO Matthew Blake sold 257,242 shares of ARLO at $14.28 ($3.7M) under 10b5-1 plan, reducing holdings by -21.5%

Matthew Blake, Arlo Technologies CEO, executed a sale of 257,242 shares at $14.28, reducing his stake from 1.20M to 941.6K shares (-21.5%). The transaction was conducted under a pre-arranged 10b5-1 trading plan adopted on 2025-03-14, meaning the sale was scheduled in advance rather than a discretionary trade decision. Post-transaction, Blake retains 941.6K shares, maintaining a substantial equity position in the company. This systematic reduction occurs through a formalized trading plan mechanism, which constrains interpretation to execution of a previously-committed schedule rather than signaling a contemporaneous investment judgment.

General Counsel Brian Busse sold 149,521 shares of ARLO at $14.37 (total $2.1M) under pre-arranged 10b5-1 plan.

Brian Busse, General Counsel at Arlo Technologies, sold 149,521 shares at $14.37 on 2025-11-14 as part of a pre-arranged 10b5-1 trading plan adopted on 2025-08-15. This scheduled transaction reduced his holdings from 669,376 shares to 519,855 shares, a reduction of 22.3%. Because this sale is executed under a pre-arranged trading plan, it reflects a predetermined schedule rather than a discretionary decision made at this specific time or price point. The trade generates useful data about insider holdings concentration but does not signal tactical reasoning about current valuations or business momentum.

ARLO CFO Binder sells 51,668 shares at $17.82; stock already at -4.6% from 52-week high

Binder Kurtis Joseph, Chief Financial Officer of Arlo Technologies, sold 51,668 shares at $17.82 on 2025-10-15, reducing holdings from 467,681 to 416,013 shares (an 11.0% reduction). The sale occurred with the stock at $17.68 currently, down 4.6% from the 52-week high of $18.54, shortly after the transaction price and near recent price levels. At the same ticker (ARLO), Binder's five prior sales show no well-timed outcomes at the 90-day mark, with measured post-sale returns of -3.6%, -2.3%, and -5.6% at 30 days on three trades. This pattern of recent repetitive sales at a company generating only $3.1M net income on $129.4M revenue—with negative full-year profitability—deserves scrutiny, though the frequency of sales at this ticker over a short timeframe raises questions about position management or potential personal liquidity needs rather than conviction-driven trading.

CFO Kurtis Joseph sold 135.5K shares of ARLO at $16.89 ($2.3M) via pre-arranged 10b5-1 plan; post-sale holdings 467.7K shares.

Binder Kurtis Joseph, Chief Financial Officer of Arlo Technologies, sold 135,494 shares at $16.89 for a total value of $2,289,157.58 under a pre-arranged 10b5-1 trading plan adopted on 2025-05-15. This is a scheduled transaction, not a discretionary sale, reducing his holdings by 22.5% to 467,681 shares post-transaction. Since this sale is governed by a pre-arranged plan rather than an open-market decision, the timing reflects the plan schedule rather than judgment about current valuation or company direction. The magnitude of the reduction—a net change of 135,494 shares—represents a material portfolio adjustment, though within the framework of a planned divestment schedule.

Arlo CFO Binder sells 125,000 shares (125.0K) for $2.2M as stock hits 52-week high of $18.41

CFO Binder Joseph sold 125,000 shares at $17.71 on 2025-09-02, representing 15.4% of his holdings and netting $2,214,050.00. The sale occurred as Arlo stock reached its 52-week high of $18.41, having surged +14.3% in the prior 30 days and +13.6% over 90 days. However, at his same ticker (ARLO), Binder's prior three measurable sales were poorly timed by the 90-day mark—none of the three generated negative returns after the sale, meaning the stock rose in all three cases. His cross-ticker track record shows a 90d well-timed rate of only 16.67%, below breakeven. Fundamentally, the company reported negative full-year net income despite $129.4M in latest-quarter revenue and modest 4.0% annual growth, and the $1.9B market cap reflects pricing into modest profitability at present. The sale at peak price, combined with poor timing history at this ticker and deteriorating underlying returns, warrants monitoring of both execution and financial trajectory.

Director Prashant Aggarwal sold 60,787 shares of ARLO at $16.61 via pre-arranged 10b5-1 plan; holdings reduced to 10,520 shares (-85.2%)

Prashant Aggarwal, a Director, executed a sale of 60,787 shares at $16.61 on 2025-08-14, reducing his holdings from 71,307 shares to 10,520 shares. This represents a -85.2% reduction in his pre-transaction position. The transaction was conducted under a 10b5-1 trading plan adopted on 2025-05-15, meaning the timing and quantities were pre-arranged rather than discretionary. The substantial reduction in direct shareholding suggests a shift in Aggarwal's financial exposure to Arlo, though the scheduled nature of the execution precludes any inference about his real-time conviction or market view.

CFO Kurtis Joseph sold 113,912 shares of ARLO at $18.56; stock now at 52-week high of $18.14

Kurtis Joseph, CFO of Arlo Technologies, sold 113,912 shares on 2025-08-08 for $2,113,978.90 at $18.56 per share, reducing his holdings by 12.3% to 809,615 shares. The sale occurred near the stock's 52-week peak: the current price of $18.14 equals the 52-week high, and the transaction price of $18.56 was only 2.3% above the current level. Notably, his cross-ticker track record shows prior sells with an average 90-day return of +31.3% and a 20.00% well-timed rate, yet at ARLO specifically his timing has been mixed—only 1 of 3 prior measurable sales showed negative 90-day returns. The company reported quarterly revenue of $129,405,000 and net income of $3,124,000, though it remained unprofitable on a full-year basis despite 4.0% annual revenue growth. The modest significance reflects the transaction size relative to the CFO's remaining position and the absence of clear timing advantage given the stock's proximity to its 52-week high.

CEO McRae sold 331,625 shares ($5.8M) across 3 trades; stock at 52-week high, up 15.4% in 30d.

CEO Matthew Blake McRae executed 3 separate sales totaling 331,625 shares for $5,762,222.93 at blended average price $17.38, reducing his holdings by 13.4% from 2,474,017 to 2,142,392 shares. The sales occurred at prices ($17.02, $18.22, $18.87) near the current level of $18.14, which represents the 52-week high with the stock up 15.4% over 30 days and 32.0% over 90 days. At the same ticker (ARLO), his prior 5 open trades all showed negative or minimal 30-day returns (-5.7%, -3.8%, -2.3%, +0.5%), with no well-timed outcomes yet measurable at the 90-day horizon. The company reported $129.4M quarterly revenue and $3.1M net income but remains unprofitable on a full-year basis, constraining fundamental support for the stock's current valuation.

CFO Kurtis Joseph sold 92.2K ARLO shares at $17.17 on 2025-07-01; stock now at 52-week high

CFO Binder Kurtis Joseph sold 92,247 shares at $17.17 on 2025-07-01, reducing his holdings by 9.1% to 923,527 shares. The sale occurred as ARLO reached its 52-week high of $17.60 (current price +0.0% from that peak), after the stock gained 20.0% in the prior 30 days and 107.8% over 90 days. At the same-ticker level, his prior sells at ARLO show mixed timing: only 1 of 3 measurable prior sales were well-timed at the 90-day horizon, with outcomes ranging from -13.9% to +61.1% at 30 days. The company remains unprofitable (net income -$835,000K on $119.1M quarterly revenue), though annual revenue grew 4.0% year-over-year. The sale's proximity to the 52-week high and the stock's sharp recent momentum gain merit monitoring, but the insider's ARLO-specific timing history does not show a pattern of precision in picking market inflection points.