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BOX BOX INC

Last updated: Mar 17, 2026

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Execution Consistency

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

Bought back stock in 4/4 quarters. Q3 2025: $30M, Q2 2025: $107M, Q1 2025: $32M, Q3 2024: $51M

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Execution Acceleration

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

Latest quarter $30M vs trailing avg $63M (-53%)

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Buyback vs FCF

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

Buyback $220M / FCF $203M = 108% of FCF

Buyback Intensity

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

Missing shares repurchased or outstanding data

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Insider Buying

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

No insider open-market purchases in the last 12 months

Insider-Buyback Convergence

Are insider purchases happening during the same quarters the company is actively buying back stock?

Need both buyback and insider purchase data

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Insider Net Direction

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

Insiders bought $0M, sold $7M (net selling)

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Red Flag

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 7426197.0x more than bought. 4 C-suite officers among sellers

  • Smith Dylan C (Chief Financial Officer) sold 17,000 shares on 2026-03-10
  • Levie Aaron (Chief Executive Officer) sold 15,000 shares on 2026-03-10
  • Nottebohm Olivia (Chief Operating Officer) sold 4,612 shares on 2026-03-06
  • Smith Dylan C (Chief Financial Officer) sold 17,000 shares on 2026-02-10
  • Nottebohm Olivia (Chief Operating Officer) sold 4,612 shares on 2026-01-21
  • Smith Dylan C (Chief Financial Officer) sold 17,000 shares on 2026-01-09
  • Nottebohm Olivia (Chief Operating Officer) sold 4,612 shares on 2025-12-26
  • Berkovitch Eli (VP Chief Acct Ofr & Controller) sold 5,163 shares on 2025-12-15
  • Levie Aaron (Chief Executive Officer) sold 15,000 shares on 2025-12-10
  • Smith Dylan C (Chief Financial Officer) sold 17,000 shares on 2025-12-10