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. Q3 2025: $156M, Q2 2025: $150M, Q1 2025: $158M, Q3 2024: $297M

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

Latest quarter $156M vs trailing avg $202M (-23%)

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

Negative FCF ($-214M), cannot compute buyback ratio

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

Need both buyback and insider purchase data

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

Insiders bought $0M, sold $7M (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 7117212.6x more than bought. 3 C-suite officers among sellers

• Baker Charles (Chief Financial Officer) sold 23 shares on 2026-02-24
• Baker Charles (Chief Financial Officer) sold 7,615 shares on 2026-02-24
• Colburn Richard Edward III (Chief Product & Tech Officer) sold 2,500 shares on 2026-02-23
• Buckley Merilee (CHIEF ACCOUNTING OFFICER) sold 1,653 shares on 2026-01-05
• Buckley Merilee (CHIEF ACCOUNTING OFFICER) sold 2,348 shares on 2026-01-05
• Buckley Merilee (CHIEF ACCOUNTING OFFICER) sold 1,635 shares on 2026-01-05