ALRM Alarm.com Holdings, Inc.

Did the company actually spend money buying back stock in 3+ of the last 4 quarters?

Bought back stock in 2/4 quarters. Q1 2026: $5M, Q3 2025: $0M, Q2 2025: $75M, Q1 2025: $0M

Is the most recent quarter's buyback spend more than 15% above the trailing average?

Latest quarter $5M vs trailing avg $25M (-80%)

What percentage of free cash flow is going to buybacks? Bull: 30%+. Bear: negative FCF or no buybacks.

Buyback $80M / FCF $429M = 19% of FCF

How fast are they shrinking the float? Bull: 2%+ annually. Bear: under 0.5%.

Repurchased 174,400 shares = 0.4% of 49,630,714 outstanding (annualized)

Are officers and directors buying stock with their own money on the open market?

4 open-market purchases by 1 insiders

• Trundle Stephen (Chief Executive Officer) bought 9,900 shares at $48.06 on 2025-11-20
• Trundle Stephen (Chief Executive Officer) bought 100 shares at $48.66 on 2025-11-20
• Trundle Stephen (Chief Executive Officer) bought 12,469 shares at $48.53 on 2025-11-19
• Trundle Stephen (Chief Executive Officer) bought 3,531 shares at $48.57 on 2025-11-18

Are both company buybacks and insider buying independently active? Bull when the company is buying back stock in 2+ quarters and insiders have made 2+ open-market purchases.

Company buybacks in 2 quarters and 4 insider purchases by 1 insiders (no calendar overlap, but both independently active)

Over the last 90 days, are insiders net buyers or net sellers on the open market?

Insiders bought $0M, sold $2M in the last 90 days (net selling)

Active buyback + insiders net selling 3x+ more than buying. Company cash may be supporting price while insiders exit.

Company buying back stock while insiders sold 5.3x more than bought. 2 C-suite officers among sellers

• Bradley Kevin Christopher (Chief Financial Officer) sold 1,510 shares on 2026-03-18
• Bradley Kevin Christopher (Chief Financial Officer) sold 754 shares on 2025-07-02
• Trundle Stephen (Chief Executive Officer) sold 3,644 shares on 2025-05-23
• Bradley Kevin Christopher (Chief Financial Officer) sold 390 shares on 2025-05-16
• Trundle Stephen (Chief Executive Officer) sold 3,626 shares on 2025-05-16