This cluster is too small in dollar terms to warrant a bearish read-through. Monitor the next 8-K or earnings release for guidance changes—if a revenue miss or restructuring is announced within 30 days, the selling may gain informational content ex post. For now, no position adjustment is justified.
Price Chart
Executive Summary
Two Arlo insiders, including the CFO, sold a total of $501K in open-market sales within a one-week window. The CFO accounted for $424K of the selling, while a director sold $77K. At a $1.7B market cap, the total represents ~0.03% of market cap—trivial in proportional terms—so the selling is likely liquidity-driven rather than signaling fundamental deterioration.
Key Financial Metrics
Key Facts
- CFO Kurtis Joseph Binder sold 27,297 shares for $423,706 on Aug 4, 2026
- Director Amy Rothstein sold 5,010 shares for $76,846 on Aug 4, 2026
- Total cluster dollar value: $501,000
- Total represents approximately 0.03% of $1.7B market cap
- 92% of analysts rate the stock Buy or Strong Buy
Financial Impact
$501K in total insider sales (CFO $424K, Director $77K); less than 0.03% of market cap
Risk Factors
- Insider selling could accelerate if the stock rallies further
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-1785964627140 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 9, 2026 17d ago | SC 13G/A | $12.40 | awaiting T+60 | — | $12.41 (+0.08%) |
Sep 28, 2026 27d ago | 144 | $12.43 | awaiting T+60 | — | $12.41 (−0.16%) |
Aug 11, 2026 10w ago | Insider Cluster | $14.73 | awaiting T+60 | — | $12.41 (−15.75%) |
Aug 5, 2026 11w ago | Insider Cluster | $15.47 | awaiting T+60 | — | $12.41 (−19.78%) |
Jun 11, 2026 19w ago | Institutional Cluster | $12.71 $13.97 | ▲ +9.91% | ▲ +5.52% | $12.41 (−2.36%) |
May 8, 2026 24w ago | 144 | $13.59 $15.93 | ▲ +17.22% | ▲ +12.83% | $12.41 (−8.68%) |
Apr 24, 2026 26w ago | DEFA14A | $14.21 $12.93 | ▼ −9.01% | ▼ −13.79% | $12.41 (−12.67%) |
Apr 17, 2026 27w ago | 144 | $14.97 $12.84 | ▼ −14.23% | ▼ −21.01% | $12.41 (−17.10%) |
Mar 3, 2026 33w ago | Insider Cluster | $15.09 $13.21 | ▲ +12.46% | ▲ +22.78% | $12.41 (+17.76%) |
Mar 3, 2026 33w ago | Insider Cluster | $15.09 $13.21 | ▼ −12.46% | ▼ −22.78% | $12.41 (−17.76%) |
US Market Status
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