ETSY ETSY INC

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

Bought back stock in 4/4 quarters. Q2 2026: $335M, Q1 2026: $189M, Q3 2025: $156M, Q2 2025: $150M

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

Latest quarter $335M vs trailing avg $165M (+103%)

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

Buyback $830M / FCF $384M = 216% of FCF

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 $48M 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 99512736.4x more than bought. 7 C-suite officers among sellers

• Colburn Richard Edward III (Chief Product & Tech Officer) sold 1,139 shares on 2026-08-10
• Colburn Richard Edward III (Chief Product & Tech Officer) sold 5,684 shares on 2026-08-10
• Colburn Richard Edward III (Chief Product & Tech Officer) sold 989 shares on 2026-08-10
• Colburn Richard Edward III (Chief Product & Tech Officer) sold 440 shares on 2026-08-10
• Baker Charles (Chief Financial Officer) sold 159 shares on 2026-08-04
• Baker Charles (Chief Financial Officer) sold 1,053 shares on 2026-08-04
• Baker Charles (Chief Financial Officer) sold 352 shares on 2026-08-04
• Buckley Merilee (CHIEF ACCOUNTING OFFICER) sold 564 shares on 2026-07-06
• Buckley Merilee (CHIEF ACCOUNTING OFFICER) sold 315 shares on 2026-07-06
• Buckley Merilee (CHIEF ACCOUNTING OFFICER) sold 2 shares on 2026-07-06