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EdgarHawk

MCRAE MATTHEW BLAKE

CEO

Director Officer
18 filings analyzed · 1 company · Latest 2026-03-12

Companies

Company Buys Sells Direction
Arlo Technologies, Inc. ARLO 0 37 Net selling

Activity

March 2026
medium
Sell
153,433 shares
$2,113,570
Significance 6/10

CEO McRae sold 153,433 shares of ARLO at $13.78 on 2026-03-12 for $2,113,570.26; stock now down -30.5% from 52-week high.

Matthew Blake McRae, CEO of Arlo Technologies, executed a $2.1M sale of 153.4K shares on 2026-03-12 at $13.78, reducing his holdings by 11.6% to 1.17M shares post-transaction. The stock now trades at $13.51, down -30.5% from its 52-week high of $19.44, with recent momentum showing a 9.2% gain over 30 days but a 4.0% decline over 90 days. His prior trades at ARLO show mixed outcomes: three recent sales in early February generated substantial 30-day positive returns (+13.0%, +12.3%, +9.9%), yet a December 2025 sale resulted in a 90-day return of +9.9%, indicating the stock rose after his sale. More broadly, his cross-ticker track record across 20 prior sells shows an average 90-day return of +12.4%, with a well-timed rate of only 43.75%, meaning he has been poorly timed on average (selling before subsequent gains). At ARLO specifically, zero of one measurable prior sale was well-timed at the 90-day mark, suggesting his historical exits at this ticker have not preceded declines.

February 2026
high
Sell
172,015 shares
$2,136,923
Significance 6/10

CEO Matthew McRae sold 172,015 shares for $2.1M across 3 days at $12.30–$12.65; stock now -36.2% from 52-week high.

Matthew McRae, CEO of Arlo Technologies, executed three separate sales totaling 172,015 shares for $2,136,923.28 between February 4–6, 2026, reducing his holdings from 1,183,303 to 1,011,288 shares (-14.5%). The sales occurred at prices of $12.65, $12.38, and $12.30 respectively, with a blended average of $12.42, near the current price of $12.40. The stock is currently down 36.2% from its 52-week high of $19.44 and has declined 10.9% over 30 days and 16.4% over 90 days. Notably, at the same ticker, McRae's prior three measurable sells were all well-timed at the 90-day mark (three of three prior ARLO sales showed negative 90-day returns), suggesting a pattern of selling ahead of declines. The company's fundamental backdrop shows a P/E of 310.00 and negative full-year net income despite recent quarterly profitability ($6.9M net income on $139.5M revenue), which may inform context for insider disposition.

January 2026
high
Sell
90,089 shares
$1,233,255
Significance 6/10

CEO McRae sold 90,089 shares of ARLO at $13.69; stock down -30.1% from 52-week high, his 4 prior ARLO sales all well-timed

McRae sold 90,089 shares at $13.69 on 2026-01-09, reducing his holdings by 8.1%, while ARLO trades -30.1% from its 52-week high and -5.4% over the past 30 days. His prior trading record at this ticker is notably disciplined: all 4 measurable sales at ARLO showed negative 90-day returns (-0.5% to -20.7%), indicating consistently well-timed exits before declines. Against a backdrop of company fundamentals showing an unprofitable full fiscal year, high P/E of 339.50, and modest annual revenue growth of 4.0%, the pattern of repeated well-timed sales by the CEO warrants investor attention—particularly whether this latest sale continues the insider's track record of selling before further deterioration. The $1.2M transaction occurs in a stock already down significantly from recent highs, and the CEO retains 1.02M shares, suggesting partial rather than total liquidation.

December 2025
high
Sell
257,242 shares
$3,672,876
Significance 7/10

CEO McRae sells 257.2K shares of ARLO at $14.28; stock down 26.8% from 52-week high, company unprofitable.

Matthew Blake McRae (CEO) sold 257,242 shares (21.5% of his pre-transaction holdings) at $14.28 on 2025-12-01, reducing his position from 1,198,828 to 941,586 shares. The sale occurred as ARLO has declined 26.8% from its 52-week high of $19.44 and is trading 30-day change: -26.5%. While McRae's cross-ticker track record shows a 90-day well-timed sell rate of 38.89%, his same-ticker history at ARLO presents a stronger pattern: all three prior sales with measurable 90-day outcomes were well-timed (showing negative 90-day returns ranging from -7.0% to -10.2%), suggesting consistent sell discipline specific to this company. However, ARLO itself faces structural headwinds—the company posted negative full-year net income, a P/E of 355.50, and revenue growth of only 4.0% despite generating $139.5M in quarterly revenue. The timing of this large CEO sale into an already-declining stock, combined with the company's lack of profitability, merits investor attention.

October 2025
medium
Sell
95,430 shares
$1,621,566
Significance 4/10

CEO McRae sold 95,430 shares of ARLO at $16.99 (Oct 2); stock at $17.08, down 4.8% in 30 days.

Matthew Blake McRae, as CEO, sold 95,430 shares at $16.99 on 2025-10-02, reducing his stake from 1.84M to 1.75M shares. The sale occurred when ARLO traded near its 52-week high ($18.54), though the stock has since declined 4.8% over 30 days and 3.0% over 90 days. His cross-ticker track record shows a 26.67% well-timed rate on sells (higher = better), suggesting modest predictive accuracy historically; however, his ARLO-specific prior trades show 0 of 0 well-timed outcomes at the 90-day mark, indicating no proven pattern of accurate sell timing at this ticker. The company remains unprofitable on a full-year basis despite $129.4M in quarterly revenue and 4.0% annual growth, creating a backdrop of modest but consistent operational weakness. The sale itself is modest in scale (5.2% of holdings) and does not suggest material loss of confidence, but the timing relative to company fundamentals merits observation given the insider's unproven track record at this specific ticker.

September 2025
medium
Sell
49,795 shares
$911,413
Significance 5/10

CEO Matthew Blake sold 49,795 shares of ARLO at $18.30 on 2025-09-08; stock now at $17.51, near 52-week high of $18.41

Matthew Blake sold 49,795 shares (49.8K shares) at $18.30, reducing his holdings from 1,714,722 to 1,664,927 shares (-2.9%). The sale occurred at a price within 0.6% of the 52-week high of $18.41, and the stock has since declined 4.9% to $17.51. Across his cross-ticker trading history, Blake's prior sells show an average 90-day return of +23.7%, indicating his sells have typically been poorly timed (stock rose after sale). At ARLO specifically, none of his 5 prior measurable sales at this ticker achieved negative 90-day returns, suggesting no established pattern of well-timed exits at this company. The company remains unprofitable on a full-year basis, though recent quarterly results show $129.4M in revenue with $3.1M net income and positive 4.0% annual revenue growth.

August 2025
medium
Sell
520,557 shares
$9,055,766
Significance 6/10

CEO Matthew Blake sold 520,557 shares of ARLO at $17.40 for $9.1M; stock now at $17.25, down -4.9% from 52-week high.

CEO Matthew Blake sold 520,557 shares (520.6K shares) on 2025-08-12 at $17.40, reducing his holdings by -24.3% from 2,142,392 to 1,621,835 shares. The sale occurred near recent strength—the stock is up +6.5% over 30 days and +25.1% over 90 days—and at $17.40 represents a near-peak price within the 52-week range of $8.41–$18.14 (current price $17.25 is -4.9% from the 52-week high). Across his cross-ticker track record, Matthew Blake's prior 20 sales show an average 90-day return of +23.8% with a 33.33% well-timed rate, but his same-ticker history at ARLO is notable: the June 2025 and early August 2025 sales that are now measurable showed post-sale 30-day declines of -5.7% and -3.8%, with 0 of his prior ARLO sells achieving well-timed (negative 90-day return) outcomes. The company is profitable on a quarterly basis (latest quarter net income $3.1M, revenue $129.4M) but was unprofitable over the most recent full fiscal year, and annual revenue growth is modest at +4.0%. The large sale magnitude and near-peak pricing, combined with a pattern of ARLO-specific timing misses, warrant investor attention to whether upcoming quarterly results or guidance changes may inform the rationale.

medium
Sell
331,625 shares
$5,762,223
Significance 6/10

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.

June 2025
high
Sell
356,624 shares
$6,054,241
Significance 7/10

CEO Matthew Blake sells 356,624 shares (356.6K) at $16.98 avg for $6.1M amid 90-day surge of +67.4%

Matthew Blake, CEO of Arlo Technologies, executed 2 separate open-market sales totaling 356,624 shares for $6,054,241.45 on June 25-26, 2025, reducing his holdings by 19.9% from 1,796,359 to 1,439,735 shares. The sales occurred near the 52-week high of $17.36, with the blended average transaction price of $16.98 only 1.1% below peak valuation, against a backdrop of extraordinary recent momentum: the stock has advanced 67.4% over 90 days and 26.7% over 30 days. At the same ticker (ARLO), Blake's prior measurable trade outcome shows 1 of 1 completed 90-day windows resulted in a negative return, indicating his prior sales have not demonstrated well-timed execution at this security. The company is unprofitable on a full-year basis despite 4.0% annual revenue growth, providing a fundamental backdrop where a large CEO equity reduction near recent highs may warrant investor attention to near-term catalysts or management's outlook.

high
Sell
866,622 shares
$14,670,787
Significance 6/10

CEO McRae sells 866,622 shares for $14,670,786.80 in 3 tranches; stock +56.9% YTD while company unprofitable.

Matthew Blake, CEO of Arlo Technologies, executed 3 separate sales totaling 866,622 shares (866.6K shares) for $14,670,786.80 across three consecutive trading days (June 20-24, 2025) at prices ranging from $16.71 to $17.14. This represents a -32.5% reduction in his holdings, from 2,662,981 to 1,796,359 shares. The timing is notable: Arlo stock has risen +56.9% over the past 90 days and is currently -3.1% below its 52-week high of $17.34, placing the sales near the top of the stock's recent trading range. However, the company remains unprofitable (full-year net income was negative), and across Blake's prior 4 measurable sales at ARLO, none were well-timed at the 90-day mark—suggesting a historical pattern of selling ahead of further gains rather than before declines. The concentrated multi-day execution during peak valuations warrants attention to whether a material event or valuation milestone triggered the disposition.

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