The CFO's sale is the largest insider transaction in the past 30 days but is trivial relative to market cap and likely reflects routine liquidity planning. Monitor the next 8-K or earnings release for any fundamental change — this cluster alone does not signal deterioration.
Price Chart
Executive Summary
Two Arlo insiders — CFO Kurtis Binder and Director Amy Rothstein — sold a combined $573K in open-market sales over a 4-day window. The CFO's $424K sale is the largest insider transaction at Arlo in the past 30 days, but at ~0.04% of the $1.6B market cap, the dollar amount is trivial and consistent with routine portfolio diversification.
Key Financial Metrics
Key Facts
- CFO Kurtis Binder sold 27,300 shares at $15.52 for $424K on 2026-08-04
- Director Amy Rothstein sold 9,251 shares at $16.13 for $149K on 2026-08-07
- Total insider sales of $573K represent ~0.04% of Arlo's $1.6B market cap
- Prior 30-day insider activity: 6 sells totaling $1.1M — this cluster is consistent with the existing pattern
Financial Impact
Total insider sales of $573K, or ~0.04% of market cap — immaterial
Risk Factors
- Insider sales could accelerate if management perceives headwinds
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-ARLO-1786478474253 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 9, 2026 17d ago | SC 13G/A | $12.40 | awaiting T+60 | — | $12.38 (−0.16%) |
Sep 28, 2026 28d ago | 144 | $12.43 | awaiting T+60 | — | $12.38 (−0.40%) |
Aug 11, 2026 10w ago | Insider Cluster | $14.73 | awaiting T+60 | — | $12.38 (−15.95%) |
Aug 5, 2026 11w ago | Insider Cluster | $15.47 | awaiting T+60 | — | $12.38 (−19.97%) |
Jun 11, 2026 19w ago | Institutional Cluster | $12.71 $13.97 | ▲ +9.91% | ▲ +5.52% | $12.38 (−2.60%) |
May 8, 2026 24w ago | 144 | $13.59 $15.93 | ▲ +17.22% | ▲ +12.83% | $12.38 (−8.90%) |
Apr 24, 2026 26w ago | DEFA14A | $14.21 $12.93 | ▼ −9.01% | ▼ −13.79% | $12.38 (−12.88%) |
Apr 17, 2026 27w ago | 144 | $14.97 $12.84 | ▼ −14.23% | ▼ −21.01% | $12.38 (−17.30%) |
Mar 3, 2026 34w ago | Insider Cluster | $15.09 $13.21 | ▲ +12.46% | ▲ +22.78% | $12.38 (+17.96%) |
Mar 3, 2026 34w ago | Insider Cluster | $15.09 $13.21 | ▼ −12.46% | ▼ −22.78% | $12.38 (−17.96%) |
US Market Status
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