Welcome to our dedicated page for Arlo Technologies SEC filings (Ticker: ARLO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The SEC filings page for Arlo Technologies, Inc. (NYSE: ARLO) provides access to the company’s official regulatory disclosures as a publicly traded smart home security platform company. These documents offer detailed information on Arlo’s financial performance, governance, executive compensation, and key corporate events.
Arlo files current reports on Form 8‑K to furnish press releases on quarterly financial results and other material developments. For example, the company has used Form 8‑K to announce results for specific quarters, including metrics such as annual recurring revenue (ARR), subscriptions and services revenue, gross margins, adjusted EBITDA, and non‑GAAP net income per share. These filings explain how non‑GAAP measures are calculated and why management uses them alongside GAAP results.
Investors can also review annual and quarterly reports (Forms 10‑K and 10‑Q, when available in the broader filing set) for more extensive discussions of Arlo’s smart home security business, risk factors, and management’s analysis of operations. The company notes in its earnings materials that additional information on potential risk factors is included in these periodic filings, particularly in sections labeled “Risk Factors.”
Governance-related filings, such as those covering the annual meeting of stockholders, provide insight into matters like director elections, ratification of the independent registered public accounting firm, and advisory votes on executive compensation. For instance, an 8‑K summarizing the 2025 Annual Meeting details voting outcomes on board elections, auditor ratification, and say-on-pay proposals.
Through this page, users can also track equity-related disclosures, including inducement awards under equity incentive plans, which are often announced via press releases and associated filings. Stock Titan’s interface surfaces these filings with AI-powered summaries that clarify complex sections, highlight key metrics, and help readers quickly understand how each document relates to Arlo’s smart home security platform, subscription services, and overall financial profile.
Vanguard Portfolio Management reports beneficial ownership of 5,515,883 shares of Arlo Technologies Inc Common Stock, representing 5.16% of the class. The filing shows sole dispositive power over 5,515,883 shares and sole voting power over 88,338 shares, per the Schedule 13G disclosure.
Arlo Technologies, Inc. is asking stockholders to vote at its 2026 virtual annual meeting on three items: electing three Class II directors, ratifying Deloitte & Touche as auditor for 2026, and approving executive pay on an advisory basis.
Arlo highlights a subscription-led transformation, with 2025 annual recurring revenue of $330 million, up 28% from 2024, and subscriptions and services revenue of $316 million, up 30% and representing 60% of total revenue. Cumulative paid accounts reached 5.7 million, while net income was $15 million and GAAP EPS was $0.14. Non‑GAAP diluted EPS rose to $0.70 and adjusted EBITDA to $75 million, both showing strong year‑over‑year gains.
The company reports total shareholder return of nearly 300% since 2022 and emphasizes governance features such as an independent chair, fully independent committees, majority voting for directors, proxy access, robust stock ownership guidelines, and active engagement with investors representing about 70% of shares outstanding.
Arlo Technologies, Inc. Chief Financial Officer Kurtis Joseph Binder sold 25,000 shares of common stock in an open-market transaction at a weighted average price of $15.1943 per share. After this sale, he directly holds 564,885 shares. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan adopted on November 28, 2025, indicating it was scheduled in advance rather than timed discretionarily.
ARLO reported insider sales of Common Stock under a Rule 10b5-1 plan. The filing lists the sale of 25,000 Performance Stock Units dated 07/30/2024 and multiple open-market dispositions: 25,000 shares on 04/06/2026, 179,419 shares on 03/12/2026, 9,665 shares on 03/04/2026, and 12,539 shares on 03/03/2026. Shares outstanding were 106,855,416 as of 04/17/2026.
Arlo Technologies, Inc. chief financial officer Kurtis Joseph Binder sold 25,000 shares of common stock in an open-market transaction. The weighted average sale price was $13.9856 per share, within a range of $13.87 to $14.15. The sales were made under a Rule 10b5-1 trading plan adopted on November 28, 2025. Following this sale, Binder directly holds 589,885 shares of Arlo common stock.
Arlo Technologies, Inc. reported that its board of directors adopted amended and restated bylaws effective April 3, 2026. The revisions modernize meeting mechanics, electronic communications, notice rules and board committee procedures, and align many provisions more closely with Delaware corporate law.
A key change adds a proxy access right, allowing an eligible stockholder or group of up to 40 stockholders owning at least 3% of the company’s voting power for at least three years to include director nominees in Arlo’s annual proxy materials, up to the greater of two directors or 20% of the board. The bylaws also tighten and expand advance notice requirements for stockholder proposals and nominations, including new disclosure obligations, record ownership requirements and incorporation of universal proxy rules.
The amendments further clarify quorum and voting standards at stockholder and board meetings, expand flexibility for remote-only meetings, and refine who may chair meetings. Indemnification and expense advancement provisions for directors and executive officers are broadened and clarified, including coverage for certain non-party involvement in proceedings, future Delaware law changes, and detailed procedures for enforcing indemnification rights and advancing expenses.
ARLO reporting a Form 144 notice for sales of Common stock by Kurtis Binder. The filing lists multiple 10b5-1 plan sales including 179,419 shares on 03/12/2026 for $2,471,532.61, 12,539 shares on 03/03/2026 for $187,183.45, and other sales in early 2026. It also records an award of 25,000 Performance Stock Units dated 07/30/2024.
Arlo Technologies Inc — The Vanguard Group filed Amendment No. 6 to its Schedule 13G/A reporting beneficial ownership of 0 shares (0%) of Arlo common stock. The filing explains an internal realignment on January 12, 2026 that led certain Vanguard subsidiaries to report holdings separately. The amendment is signed by Ashley Grim, Head of Global Fund Administration on 03/26/2026.
Arlo Technologies general counsel Brian Busse reported a combination of equity vesting and share sales. On March 10, he exercised 50,000 Performance Stock Units, converting them into 50,000 shares of common stock at a conversion price of $0.00 per share, increasing his direct holdings. A related Form 4 entry shows 50,000 shares of common stock acquired, bringing his position to 608,889 shares immediately after the exercise.
On March 12, 25,525 shares of common stock were sold at a weighted average price of $13.7751 per share in open-market transactions. A footnote states these shares were sold to satisfy estimated tax withholding obligations upon settlement of the PSUs, indicating a tax-driven, rather than discretionary, sale. After these transactions, Busse directly holds 583,364 shares of Arlo common stock.