BRC BRADY CORP

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

Bought back stock in 2/4 quarters. Q2 2026: $0M, Q1 2026: $0M, Q3 2025: $50M, Q2 2025: $8M

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

Latest quarter $0M vs trailing avg $19M (-100%)

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

Negative FCF ($-199M), buybacks not supported by cash flow

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

Missing shares repurchased or outstanding data

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

No insider open-market purchases in the last 12 months

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.

Need both buyback and insider purchase data

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

Insiders bought $0M, sold $6M 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 8433513.2x more than bought. 4 C-suite officers among sellers

• DeBruine Thomas F (Chief Operating Officer) sold 5,538 shares on 2026-01-05
• Thornton Ann (CFO and Treasurer) sold 4,080 shares on 2025-12-19
• Wilms Brett (President - EMEA & Australia) sold 3,791 shares on 2025-12-10
• Shaller Russell (President & CEO) sold 17,130 shares on 2025-11-25
• Wilms Brett (President - EMEA & Australia) sold 1,183 shares on 2025-11-19
• Wilms Brett (President - EMEA & Australia) sold 2,882 shares on 2025-11-19
• Wilms Brett (President - EMEA & Australia) sold 3,563 shares on 2025-11-19
• Wilms Brett (President - EMEA & Australia) sold 3,266 shares on 2025-11-19
• Shaller Russell (President & CEO) sold 2,448 shares on 2025-09-18
• Shaller Russell (President & CEO) sold 21,295 shares on 2025-09-18