ALRM Alarm.com Holdings, Inc. Insider Trading

Director NEVIN DARIUS G sold 36,000 shares of ALRM for $1.7M, reducing stake by 59.6% to 24.4K shares

Director Nevin Darius G sold 36,000 shares at $46.17 on 2026-03-18, generating $1,662,120.00 in proceeds and reducing his holdings from 60.4K shares to 24.4K shares—a 59.6% reduction in personal stake. The sale occurred when ALRM was trading at a level -23.7% below its 52-week high of $60.68, and the stock has declined 12.1% over the prior 90 days. With the company generating $256.4M in quarterly revenue, $35.1M in net income, and trading at a P/E of 16.90 with a $2.3B market cap showing 7.6% annual revenue growth, the fundamental backdrop does not show operational distress. The significance of a director liquidating nearly 60% of his remaining position warrants investor attention to understand whether this reflects portfolio rebalancing, liquidity needs, or a shift in conviction regarding the stock's trajectory.

CEO Jeffrey Bedell sold 22,727 shares of ALRM at $51.82 (Dec 16); retains 505,805 shares post-sale.

On December 16, 2025, BEDELL JEFFREY A sold 22,727 shares at $51.82, representing a 4.3% reduction in his holdings while maintaining a substantial 505,805-share position. The transaction occurred at a price 2.5% below the current price of $53.12 and 23.6% below the 52-week high of $67.86, in a company with solid fundamentals (revenue $256.4M, net income $35.1M, P/E of 20.83). The sale's modest size relative to his total holdings and the company's stable market position ($2.6B market cap) suggest routine portfolio adjustment rather than a material conviction signal. Recent price momentum (up 8.7% over 30 days) adds context to the transaction but does not alone establish strategic intent.

CEO Trundle Stephen buys 26,000 shares ($1.3M) at $48.36 avg as ALRM falls -30.8% from 52-week high

Stephen Trundle, CEO of Alarm.com Holdings, Inc., executed 4 separate purchases totaling 26,000 shares for $1,257,281.24 between November 18–20, 2025, at prices ranging from $48.06 to $48.66. The purchases occurred as the stock traded at $47.64 (current), down 30.8% from its 52-week high of $68.81 and down 19.5% over the trailing 90 days. The timing of this accumulation—concentrating $1.3M in capital during a recent downturn—coincides with material weakness in ALRM's valuation, though the purchases represent a 2.0% increase to his existing 1,289,343-share position. His prior 4 trades at ALRM were all sells, each well-timed at the 90-day mark with negative returns (range: -1.1% to -12.1% 30-day, -8.6% to -15.3% 90-day). The shift from a 4-trade sell pattern to a buy activity is noteworthy in context of current price weakness, though this filing carries no scheduling information to distinguish discretionary action from plan-based activity.

Daniel Kerzner sells 30,004 ALRM shares for $1,509,301.16; stock now -26.9% from 52-week high.

Kerzner executed 2 separate sales totaling 30,004 shares for $1,509,301.16, reducing his ALRM holdings by -36.6% from 82,004 to 52,000 shares. His sales were priced at $50.30 (blended average), while the stock now trades at $50.30 current price and sits -26.9% below its 52-week high of $68.81. At ALRM specifically, Kerzner's prior 4 sales show a 3-of-4 well-timed pattern at the 90-day horizon, suggesting a historical tendency to sell before downturns at this ticker. The company's fundamentals remain solid with $256.4M quarterly revenue, $35.1M net income, and +6.6% annual growth, though the P/E of 19.73 and the stock's recent decline deserve monitoring relative to his established timing pattern.

Kerzner Daniel sold 32,851 shares of ALRM at $66.40 for $2,181,306.40; reduced holdings 35.5%.

Kerzner Daniel executed a substantial sale of 32,851 shares (35.5% reduction in pre-transaction holdings) at $66.40 on 2024-12-13, netting $2,181,306.40. The sale occurred as ALRM traded near its 52-week range ($52.26–$75.69), with the transaction price $1.46 below the current $67.86 price. His prior trades at ALRM showed mixed timing: of 3 prior sales in February 2024, 2 of 3 were well-timed at the 90-day mark (stock fell after), while his cross-ticker track record shows a 66.67% well-timed rate across sells. The company has reasonable fundamentals (net income $36,456,000.00 on revenue $240,497,000.00, P/E of 27.14), and the stock has gained 13.4% over the past 30 days and 26.8% over 90 days. This transaction represents a significant but not decisive insider stake reduction in a holding of 59.7K remaining shares.

CEO Trundle sold 47,500 ALRM shares for $3,238,444.34; maintains 252.7K post-transaction.

Stephen Trundle, CEO of Alarm.com Holdings, executed 2 separate sales totaling 47,500 shares for $3,238,444.34 at a blended average price of $68.18, reducing his holdings by 15.8% from 300.2K to 252.7K shares. His cross-ticker track record shows a 100.00% well-timed rate on prior sells (negative 90-day average return of -9.1%), and his same-ticker history at ALRM (2 prior sells, both in February 2024) displayed similar patterns with -8.6% and -9.5% 90-day returns respectively. The current stock price of $68.17 remains 9.9% below the 52-week high of $75.69, and the stock has posted strong recent momentum at +11.1% over 30 days and +26.2% over 90 days. The sale occurs against a backdrop of consistent profitability with $36.5M net income and modest 4.6% annual revenue growth, with the company trading at a P/E of 27.27 relative to $240.5M in quarterly revenue.