Insider Trading February 6, 2026

Arlo CEO Executes $1.9M in Stock Sales Over Early February Transactions

Form 4 shows Matthew Blake Mcrae sold 153,915 shares across multiple trades while also recording an acquisition of 167,447 shares valued at $0

By Ajmal Hussain ARLO
Arlo CEO Executes $1.9M in Stock Sales Over Early February Transactions
ARLO

Arlo Technologies CEO Matthew Blake Mcrae completed a sequence of stock transactions in early February that resulted in total sales valued at roughly $1.9 million. The Form 4 filing details a mix of sales across February 4, 5 and 6, including weighted average prices and price ranges for the trades, and also reports an acquisition of 167,447 shares at no recorded value. Separately, Arlo announced a U.S.-focused integration with Samsung SmartThings, and Corsair Gaming named a new CFO effective December 2, 2025.

Key Points

  • Arlo CEO Matthew Blake Mcrae sold 153,915 shares across transactions on February 4, 5 and 6, totaling about $1.9 million in proceeds.
  • The Form 4 itemizes per-day details: 58,604 shares sold on Feb 4 at a weighted average of $12.6452 (individual prices $11.76 to $13.17); 18,085 shares sold on Feb 5 at a weighted average of $12.3766 (individual prices $12.2970 to $12.3788) for $223,830; and 95,326 shares sold on Feb 6.
  • The filing also records an acquisition of 167,447 shares on Feb 4 valued at $0; separately, Arlo announced a U.S.-focused integration of its Smart Security Platform with Samsung SmartThings and Corsair named a new CFO effective Dec 2, 2025.

Arlo Technologies Inc (NASDAQ:ARLO) reported a series of insider transactions by Chief Executive Officer Matthew Blake Mcrae in early February, according to a Form 4 filing with the Securities and Exchange Commission.

The filing shows Mcrae sold a total of 153,915 shares of common stock in transactions executed on February 4, 5 and 6. The aggregate proceeds from those sales are listed at approximately $1.9 million, with executed prices cited in the filing between $12.295 and $12.6452.

Transaction details in the Form 4 break the activity down as follows:

  • On February 4, Mcrae sold 58,604 shares. The sales executed that day carried a weighted average price of $12.6452, and the filing lists individual execution prices in the range of $11.76 to $13.17.
  • On February 5, Mcrae sold 18,085 shares at a weighted average price of $12.3766; the filing shows individual prices from $12.2970 to $12.3788 and reports total proceeds for that block at $223,830.
  • On February 6, Mcrae sold 95,326 shares.

In addition to the sales, the Form 4 indicates that on February 4 Mcrae acquired 167,447 shares of common stock, with the acquisition recorded at a value of $0 in the filing. The document does not provide further explanation of the nature of that acquisition.

Separately noted in the filing and accompanying disclosures, Arlo has entered a partnership with Samsung SmartThings to integrate Arlo’s Smart Security Platform into the SmartThings ecosystem. That collaboration is described as initially focusing on the U.S. market, enabling SmartThings users to access enhanced security services through the SmartThings app. The filing also notes Arlo’s prior addition of its AI-powered object detection to the SmartThings platform.

Also mentioned in the filing’s broader industry notes, Corsair Gaming, Inc. has appointed Gordon Mattingly as Chief Financial Officer effective December 2, 2025. Mattingly will succeed Michael G. Potter, who served as CFO for six years; Potter will remain as an advisor to CEO Thi La through the end of December 2025 and then serve as a consultant until March 31, 2026 to support the transition.

These disclosures collectively document recent insider trading activity at Arlo alongside corporate partnerships and leadership moves in the wider tech sector. The Form 4 provides specific trade volumes, price ranges, and the reported $0 valuation for the reported acquisition, without offering commentary on the motivations behind the transactions.

Risks

  • The Form 4 does not state the reason for Mcrae’s sales or the nature of the acquisition recorded at $0, leaving the motive behind the transactions unclear - this creates uncertainty for investors tracking insider activity.
  • The filing provides no additional context on how the share transactions might interact with Arlo’s strategic initiatives such as the SmartThings integration, making it difficult to assess any direct operational linkage between insider moves and corporate partnerships.

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