Brian Busse, serving as general counsel for Arlo Technologies, Inc. (NASDAQ: ARLO), sold a total of 47,329 shares of the company's common stock in transactions executed on February 4 and February 6, 2026. Company filings indicate the proceeds from those sales amounted to about $587,485. The disclosed motivation for the disposals was to cover estimated tax withholding obligations tied to the settlement of restricted stock units.
The sales were transacted at weighted average prices of $12.6452 and $12.295. Notably, the lot sold on February 4 comprised 15,922 shares and traded within a price band of $11.76 to $13.17. InvestingPro-sourced trading data cited in company disclosures describe Arlo's shares as having experienced notable volatility while trading slightly above the platform's Fair Value estimate.
In the same filing, Busse is reported to have received 57,410 shares of Arlo common stock with a stated value of $0. Those shares were issued upon the achievement of performance criteria tied to a previously granted performance stock unit award.
On a company-wide basis, Arlo carries a market capitalization of $1.32 billion and is quoted at $12.40 per share. InvestingPro assigns Arlo a "FAIR" rating for financial health. Over the trailing twelve months, the company's shares produced a 10.91% total return; however, the stock has declined 11.37% year-to-date. Arlo is reported to have been profitable over the last twelve months and is slated to report its next quarterly earnings on February 26, 2026.
Separately, the company has announced a strategic product integration with Samsung SmartThings. Under the partnership, Arlo's Smart Security Platform will be incorporated into the SmartThings ecosystem, with initial deployment focused on the U.S. market. The collaboration will enable SmartThings users to access Arlo's security services through the SmartThings application and will augment the platform with Arlo's object-detection capabilities, which the disclosure characterizes as AI-powered.
The filings and corporate updates published alongside the insider transaction notice also highlighted a leadership change at Corsair Gaming, Inc. Corsair named Gordon Mattingly as chief financial officer effective December 2, 2025. Mattingly succeeds Michael G. Potter, who served as CFO for six years. The company disclosed that Potter will remain as an advisor to CEO Thi La through the end of December 2025, and will continue as a consultant until March 31, 2026, to help facilitate the transition.
Collectively, the insider sale, the performance-vesting issuance to Busse, the SmartThings integration, and the leadership handoff at Corsair represent a set of operational and governance developments that investors and market participants can incorporate into their assessment of both companies. Additional, in-depth company fundamentals and analysis are available through InvestingPro's Pro Research Report for subscribers.