Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Arlo Technologies, Inc.ARLO · Entity 603 | Director | August 07, 2018 | August 07, 2018 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Arlo Technologies, Inc.
Report date August 07, 2018 · Filed August 07, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 25,000 |
Reported balance
After 2018-08-07 transaction · row 1
1 source rowRow 1 · 2018-08-07 · Purchase · Acquired 25,000 · Balance 25,000 F1: Represents shares of Common Stock purchased through a reserved share program in connection with the initial public offering of the Common Stock, which closed on August 7, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Common Stock purchased through a reserved share program in connection with the initial public offering of the Common Stock, which closed on August 7, 2018.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
NETGEAR, INC.
Report date January 31, 2024 · Filed April 15, 2024 · Amendment
Section 16 reporting ended · disclosed 2024-04-15. Current position is not established by this disclosure.
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 162,896 |
Reported balance
After 2024-01-31 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2024-01-31 · Tax withholding · Disposed 23,718 · Balance 162,896 F1: As per the severance agreement, unvested RSUs were accelerated to vest on 1/31/24 |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 169,828 |
Reported balance
Holding disclosure · report date 2024-01-31 · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · Balance 169,828 F2: Amendment being filed just to show Non-Derivative Holdings that were not shown in last filing. F3: The shares are held by the education trusts of Mr. Lo's children. Mr. Lo is a co-trustee of each such trust. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 278,468 |
Reported balance
Holding disclosure · report date 2024-01-31 · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · Balance 278,468 F4: The shares are held by the Patrick and Emily Lo Revocable Trust dated 4-7-99 |
Filing footnotes · ownership attribution and instrument terms
F1: As per the severance agreement, unvested RSUs were accelerated to vest on 1/31/24
F2: Amendment being filed just to show Non-Derivative Holdings that were not shown in last filing.
F3: The shares are held by the education trusts of Mr. Lo's children. Mr. Lo is a co-trustee of each such trust.
F4: The shares are held by the Patrick and Emily Lo Revocable Trust dated 4-7-99
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 03, 2017 Filed Jan 4, 2017 18:58 UTC | NETGEAR, INC. NTGR · Entity 5389 | SaleCommon Stock | 5,900 | $54.65 | $322,435.00 |
DisclosureSEC source: 0001122904-17-000006 · wf-form4_148355629135261.xml · nonDerivative · entry 5 LO PATRICK CS · CIK 0001257008 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,497 F3 · kind: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2016. F5 · price: The price reported in Column 4 of Table 1 represents the weighted average sale price of the shares sold. Upon request from the Commission staff, the Issuer, or a security holders of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 18:58 UTC | NETGEAR, INC. NTGR · Entity 5389 | Exercise / conversionCommon Stock | 4,000 | $11.41 | $45,640.00 |
DisclosureSEC source: 0001122904-17-000006 · wf-form4_148355629135261.xml · nonDerivative · entry 4 LO PATRICK CS · CIK 0001257008 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,397 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · kind: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 1, 2016. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 18:58 UTC | NETGEAR, INC. NTGR · Entity 5389 | Exercise / conversionCommon Stock | 5,900 | $28.79 | $169,861.00 |
DisclosureSEC source: 0001122904-17-000006 · wf-form4_148355629135261.xml · nonDerivative · entry 3 LO PATRICK CS · CIK 0001257008 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,397 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · kind: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2016. Read SEC document |
| December 29, 2016 Filed Dec 30, 2016 21:10 UTC | NETGEAR, INC. NTGR · Entity 5389 | GiftCommon Stock | 1,812 | $0.00 | $0.00 |
DisclosureSEC source: 0001122904-16-000456 · wf-form4_148313218882767.xml · nonDerivative · entry 1 LO PATRICK CS · CIK 0001257008 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 123,365 F1 · shares: 1,812 shares were gifted to a charitable fund. F2 · ownership.nature: The shares are held by the Patrick and Emily Lo Revocable Trust dated 4-7-99. Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 18:42 UTC | NETGEAR, INC. NTGR · Entity 5389 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 5,900 | $0.00 Strike: $28.79 | $0.00 |
DisclosureSEC source: 0001122904-16-000438 · wf-form4_148096333957626.xml · derivative · entry 8 LO PATRICK CS · CIK 0001257008 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,500 Underlying: Common Stock · 5,900 shares Expires 2018-01-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · kind: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2016. F7 · derivative.exercise_date: 25% of the option grant is exercisable on 1/11/2009, and 1/48 of the option grant is exercisable each month thereafter. Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 18:42 UTC | NETGEAR, INC. NTGR · Entity 5389 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 8,300 | $0.00 Strike: $29.23 | $0.00 |
DisclosureSEC source: 0001122904-16-000438 · wf-form4_148096333957626.xml · derivative · entry 7 LO PATRICK CS · CIK 0001257008 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,300 shares Expires 2017-01-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · kind: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 2, 2015. F6 · derivative.exercise_date: 25% of the option grant is exercisable on 1/12/2008, and 1/48 of the option grant is exercisable each month thereafter. Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 18:42 UTC | NETGEAR, INC. NTGR · Entity 5389 | SaleCommon Stock | 5,900 | $53.57 | $316,063.00 |
DisclosureSEC source: 0001122904-16-000438 · wf-form4_148096333957626.xml · nonDerivative · entry 6 LO PATRICK CS · CIK 0001257008 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,497 F5 · kind: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2016. F4 · price: The price reported in Column 4 of Table 1 represents the weighted average sale price of the shares sold. Upon request from the Commission staff, the Issuer, or a security holders of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 18:42 UTC | NETGEAR, INC. NTGR · Entity 5389 | Exercise / conversionCommon Stock | 5,900 | $28.79 | $169,861.00 |
DisclosureSEC source: 0001122904-16-000438 · wf-form4_148096333957626.xml · nonDerivative · entry 5 LO PATRICK CS · CIK 0001257008 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,397 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · kind: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2016. Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 18:42 UTC | NETGEAR, INC. NTGR · Entity 5389 | SaleCommon Stock | 8,300 | $53.56 | $444,548.00 |
DisclosureSEC source: 0001122904-16-000438 · wf-form4_148096333957626.xml · nonDerivative · entry 4 LO PATRICK CS · CIK 0001257008 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,497 F3 · kind: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 2, 2015. F4 · price: The price reported in Column 4 of Table 1 represents the weighted average sale price of the shares sold. Upon request from the Commission staff, the Issuer, or a security holders of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 18:42 UTC | NETGEAR, INC. NTGR · Entity 5389 | Exercise / conversionCommon Stock | 8,300 | $29.23 | $242,609.00 |
DisclosureSEC source: 0001122904-16-000438 · wf-form4_148096333957626.xml · nonDerivative · entry 3 LO PATRICK CS · CIK 0001257008 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,797 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · kind: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 2, 2015. Read SEC document |
| November 01, 2016 Filed Nov 2, 2016 20:56 UTC | NETGEAR, INC. NTGR · Entity 5389 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 5,900 | $0.00 Strike: $28.79 | $0.00 |
DisclosureSEC source: 0001122904-16-000411 · wf-form4_147812016999468.xml · derivative · entry 8 LO PATRICK CS · CIK 0001257008 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,400 Underlying: Common Stock · 5,900 shares Expires 2018-01-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · kind: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2016. F7 · derivative.exercise_date: 25% of the option grant is exercisable on 1/11/2009, and 1/48 of the option grant is exercisable each month thereafter. Read SEC document |
| November 01, 2016 Filed Nov 2, 2016 20:56 UTC | NETGEAR, INC. NTGR · Entity 5389 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 8,300 | $0.00 Strike: $29.23 | $0.00 |
DisclosureSEC source: 0001122904-16-000411 · wf-form4_147812016999468.xml · derivative · entry 7 LO PATRICK CS · CIK 0001257008 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,300 Underlying: Common Stock · 8,300 shares Expires 2017-01-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · kind: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 2, 2015. F6 · derivative.exercise_date: 25% of the option grant is exercisable on 1/12/2008, and 1/48 of the option grant is exercisable each month thereafter. Read SEC document |
| November 01, 2016 Filed Nov 2, 2016 20:56 UTC | NETGEAR, INC. NTGR · Entity 5389 | SaleCommon Stock | 5,900 | $49.86 | $294,174.00 |
DisclosureSEC source: 0001122904-16-000411 · wf-form4_147812016999468.xml · nonDerivative · entry 6 LO PATRICK CS · CIK 0001257008 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,497 F5 · kind: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2016. F4 · price: The price reported in Column 4 of Table 1 represents the weighted average sale price of the shares sold. Upon request from the Commission staff, the Issuer, or a security holders of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| November 01, 2016 Filed Nov 2, 2016 20:56 UTC | NETGEAR, INC. NTGR · Entity 5389 | Exercise / conversionCommon Stock | 5,900 | $28.79 | $169,861.00 |
DisclosureSEC source: 0001122904-16-000411 · wf-form4_147812016999468.xml · nonDerivative · entry 5 LO PATRICK CS · CIK 0001257008 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,397 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · kind: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2016. Read SEC document |
| November 01, 2016 Filed Nov 2, 2016 20:56 UTC | NETGEAR, INC. NTGR · Entity 5389 | SaleCommon Stock | 8,300 | $49.86 | $413,838.00 |
DisclosureSEC source: 0001122904-16-000411 · wf-form4_147812016999468.xml · nonDerivative · entry 4 LO PATRICK CS · CIK 0001257008 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,497 F3 · kind: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 2, 2015. F4 · price: The price reported in Column 4 of Table 1 represents the weighted average sale price of the shares sold. Upon request from the Commission staff, the Issuer, or a security holders of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| November 01, 2016 Filed Nov 2, 2016 20:56 UTC | NETGEAR, INC. NTGR · Entity 5389 | Exercise / conversionCommon Stock | 8,300 | $29.23 | $242,609.00 |
DisclosureSEC source: 0001122904-16-000411 · wf-form4_147812016999468.xml · nonDerivative · entry 3 LO PATRICK CS · CIK 0001257008 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,797 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · kind: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 2, 2015. Read SEC document |
| October 03, 2016 Filed Oct 3, 2016 21:18 UTC | NETGEAR, INC. NTGR · Entity 5389 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 5,900 | $0.00 Strike: $28.79 | $0.00 |
DisclosureSEC source: 0001122904-16-000382 · wf-form4_147552948163164.xml · derivative · entry 9 LO PATRICK CS · CIK 0001257008 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,300 Underlying: Common Stock · 5,900 shares Expires 2018-01-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · kind: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2016. F8 · derivative.exercise_date: 25% of the option grant is exercisable on 1/11/2009, and 1/48 of the option grant is exercisable each month thereafter. Read SEC document |
| October 03, 2016 Filed Oct 3, 2016 21:18 UTC | NETGEAR, INC. NTGR · Entity 5389 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 8,300 | $0.00 Strike: $29.23 | $0.00 |
DisclosureSEC source: 0001122904-16-000382 · wf-form4_147552948163164.xml · derivative · entry 8 LO PATRICK CS · CIK 0001257008 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,600 Underlying: Common Stock · 8,300 shares Expires 2017-01-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · kind: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 2, 2015. F7 · derivative.exercise_date: 25% of the option grant is exercisable on 1/12/2008, and 1/48 of the option grant is exercisable each month thereafter. Read SEC document |
| October 03, 2016 Filed Oct 3, 2016 21:18 UTC | NETGEAR, INC. NTGR · Entity 5389 | SaleCommon Stock | 5,900 | $58.66 | $346,094.00 |
DisclosureSEC source: 0001122904-16-000382 · wf-form4_147552948163164.xml · nonDerivative · entry 6 LO PATRICK CS · CIK 0001257008 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,497 F5 · kind: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2016. F4 · price: The price reported in Column 4 of Table 1 represents the weighted average sale price of the shares sold. Upon request from the Commission staff, the Issuer, or a security holders of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| October 03, 2016 Filed Oct 3, 2016 21:18 UTC | NETGEAR, INC. NTGR · Entity 5389 | Exercise / conversionCommon Stock | 5,900 | $28.79 | $169,861.00 |
DisclosureSEC source: 0001122904-16-000382 · wf-form4_147552948163164.xml · nonDerivative · entry 5 LO PATRICK CS · CIK 0001257008 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,397 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · kind: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2016. Read SEC document |
| October 03, 2016 Filed Oct 3, 2016 21:18 UTC | NETGEAR, INC. NTGR · Entity 5389 | SaleCommon Stock | 8,300 | $58.67 | $486,961.00 |
DisclosureSEC source: 0001122904-16-000382 · wf-form4_147552948163164.xml · nonDerivative · entry 4 LO PATRICK CS · CIK 0001257008 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,497 F3 · kind: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 2, 2015. F4 · price: The price reported in Column 4 of Table 1 represents the weighted average sale price of the shares sold. Upon request from the Commission staff, the Issuer, or a security holders of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| October 03, 2016 Filed Oct 3, 2016 21:18 UTC | NETGEAR, INC. NTGR · Entity 5389 | Exercise / conversionCommon Stock | 8,300 | $29.23 | $242,609.00 |
DisclosureSEC source: 0001122904-16-000382 · wf-form4_147552948163164.xml · nonDerivative · entry 3 LO PATRICK CS · CIK 0001257008 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,797 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · kind: The exercise and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 2, 2015. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.