LRN Stride, Inc.
Last updated: Mar 17, 2026
Execution Consistency
Did the company actually spend money buying back stock in 3+ of the last 4 quarters?
Bought back stock in 2/4 quarters. Q3 2016: $0M, Q2 2016: $0M, Q1 2015: $26M, Q1 2016: $26M
Execution Acceleration
Is the most recent quarter's buyback spend more than 15% above the trailing average?
Latest quarter $0M vs trailing avg $18M (-100%)
Buyback vs FCF
What percentage of free cash flow is going to buybacks? Bull: 30-80%. Bear: <10% or >80%.
Buyback $53M / FCF $138M = 38% of FCF
Buyback Intensity
How fast are they shrinking the float? Bull: 2%+ annually. Bear: under 0.5%.
Repurchased 5,194,996 shares = 11.9% of 43,517,676 outstanding (annualized)
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
Insider Net Direction
Looking at all open-market transactions, are insiders net buyers or net sellers?
Insiders bought $0M, sold $18M (net selling)
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 18480581.3x more than bought. 3 C-suite officers among sellers
- Rhyu James Jeaho (CHIEF EXECUTIVE OFFICER) sold 13,961 shares on 2025-08-19
- Rhyu James Jeaho (CHIEF EXECUTIVE OFFICER) sold 23,187 shares on 2024-11-06
- Rhyu James Jeaho (CHIEF EXECUTIVE OFFICER) sold 5,683 shares on 2024-11-07
- Goldthwaite Todd (Managing Director) sold 8,028 shares on 2024-10-25
- Ottolenghi Les (CHIEF INFO. & TECH. OFFICER) sold 6,150 shares on 2023-11-07
- Rhyu James Jeaho (CHIEF EXECUTIVE OFFICER) sold 25,000 shares on 2023-10-25
- Rhyu James Jeaho (CHIEF EXECUTIVE OFFICER) sold 35,531 shares on 2023-01-26
- Rhyu James Jeaho (CHIEF EXECUTIVE OFFICER) sold 43,423 shares on 2022-05-25