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.
Price Chart
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
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
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
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CONTEXT: Insider Cluster Data (7 trades, 7d window) | cluster-ARLO-1772734158410 |
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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