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. Q3 2025: $0M, Q2 2025: $75M, Q1 2025: $0M, Q3 2024: $6M

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

Latest quarter $0M vs trailing avg $27M (-100%)

What percentage of free cash flow is going to buybacks? Bull: 30-80%. Bear: <10% or >80%.

Buyback $81M / FCF $521M = 16% of FCF

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

Repurchased 174,400 shares = 0.4% of 49,618,346 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 insider purchases happening during the same quarters the company is actively buying back stock?

Insider buying coincided with company buybacks in 0 of 4 quarters

Looking at all open-market transactions, are insiders net buyers or net sellers?

Insiders bought $1M, sold $372M (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 296.2x more than bought. 5 C-suite officers among sellers

• 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
• Trundle Stephen (Chief Executive Officer) sold 1,553 shares on 2025-04-02
• Valenzuela Steve (Chief Financial Officer) sold 3,436 shares on 2025-03-12
• Valenzuela Steve (Chief Financial Officer) sold 1,564 shares on 2025-03-06
• Trundle Stephen (Chief Executive Officer) sold 45,501 shares on 2024-12-10
• Trundle Stephen (Chief Executive Officer) sold 1,999 shares on 2024-12-10
• Valenzuela Steve (Chief Financial Officer) sold 7,400 shares on 2024-08-22