Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Alarm.com Holdings, Inc.ALRM · Entity 4286 | Director · Chief Executive Officer | September 02, 2026 | September 04, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Alarm.com Holdings, Inc.
Report date September 02, 2026 · Filed September 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 322,842 |
Reported balance
After 2026-09-02 transaction · row 1
1 source rowRow 1 · 2026-09-02 · Gift · Disposed 2,000 · Balance 322,842 F1: Represents a bona fide charitable contribution to a donor advised fund. No shares were sold by the Reporting Person. |
| Common StockSEC Table I · non-derivative | IndirectBy LLC | 1,315,343 |
Reported balance
Holding disclosure · report date 2026-09-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,315,343 F2: These shares are owned by Backbone Partners, LLC ("Backbone"). The Reporting Person has the sole power to vote and dispose of the shares held by Backbone. The Reporting Person disclaims beneficial ownership of the shares owned by Backbone except to the extent, if any, of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy Gift Trust | 259,687 |
Reported balance
Holding disclosure · report date 2026-09-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 259,687 F3: These shares are owned by the Stephen Trundle 2015 Gift Trust (the "Trust"). Certain members of the Reporting Person's immediate family are beneficiaries of the Trust. The Reporting Person disclaims beneficial ownership of the shares owned by the Trust except to the extent, if any, of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy Footings Advancement Trust | 9,862 |
Reported balance
Holding disclosure · report date 2026-09-02 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 9,862 F4: These shares are owned by the Footings Advancement Trust (the "Advancement Trust"). The Reporting Person has the sole power to vote and dispose of the shares held by the Advancement Trust and certain members of the Reporting Person's immediate family are beneficiaries. The Reporting Person disclaims beneficial ownership of the shares owned by the Advancement Trust except to the extent, if any, of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a bona fide charitable contribution to a donor advised fund. No shares were sold by the Reporting Person.
F2: These shares are owned by Backbone Partners, LLC ("Backbone"). The Reporting Person has the sole power to vote and dispose of the shares held by Backbone. The Reporting Person disclaims beneficial ownership of the shares owned by Backbone except to the extent, if any, of his pecuniary interest therein.
F3: These shares are owned by the Stephen Trundle 2015 Gift Trust (the "Trust"). Certain members of the Reporting Person's immediate family are beneficiaries of the Trust. The Reporting Person disclaims beneficial ownership of the shares owned by the Trust except to the extent, if any, of his pecuniary interest therein.
F4: These shares are owned by the Footings Advancement Trust (the "Advancement Trust"). The Reporting Person has the sole power to vote and dispose of the shares held by the Advancement Trust and certain members of the Reporting Person's immediate family are beneficiaries. The Reporting Person disclaims beneficial ownership of the shares owned by the Advancement Trust except to the extent, if any, of his pecuniary interest therein.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 21, 2017 Filed Feb 14, 2018 21:18 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-009962 · doc5.xml · nonDerivative · entry 1 Trundle Stephen · CIK 0001643898 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,191 Read SEC document |
| November 20, 2017 Filed Nov 20, 2017 23:24 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | SaleCommon Stock | 12,332 | $44.91 | $553,830.12 |
DisclosureSEC source: 0001209191-17-061861 · doc4.xml · nonDerivative · entry 6 Trundle Stephen · CIK 0001643898 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,191 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.70 - $45.35, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (6) to this Form 4. Read SEC document |
| November 17, 2017 Filed Nov 20, 2017 23:24 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | SaleCommon Stock | 7,668 | $44.35 | $340,075.80 |
DisclosureSEC source: 0001209191-17-061861 · doc4.xml · nonDerivative · entry 5 Trundle Stephen · CIK 0001643898 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,523 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.25 - $44.42, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (5) to this Form 4. Read SEC document |
| November 16, 2017 Filed Nov 20, 2017 23:24 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | SaleCommon Stock | 5,440 | $43.84 | $238,489.60 |
DisclosureSEC source: 0001209191-17-061861 · doc4.xml · nonDerivative · entry 4 Trundle Stephen · CIK 0001643898 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 130,118 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.67 - $44.09, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (4) to this Form 4. F3 · ownership.nature: These shares are owned by the Stephen Trundle 2015 Gift Trust (the "Trust"). Certain of the Reporting Person's immediate family members are beneficiaries of the Trust. The Reporting Person disclaims beneficial ownership of the shares owned by the Trust except to the extent, if any, of his pecuniary interest therein. Read SEC document |
| November 16, 2017 Filed Nov 20, 2017 23:24 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | SaleCommon Stock | 4,560 | $43.34 | $197,630.40 |
DisclosureSEC source: 0001209191-17-061861 · doc4.xml · nonDerivative · entry 3 Trundle Stephen · CIK 0001643898 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 135,558 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.67 - $43.66, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) to this Form 4. F3 · ownership.nature: These shares are owned by the Stephen Trundle 2015 Gift Trust (the "Trust"). Certain of the Reporting Person's immediate family members are beneficiaries of the Trust. The Reporting Person disclaims beneficial ownership of the shares owned by the Trust except to the extent, if any, of his pecuniary interest therein. Read SEC document |
| November 16, 2017 Filed Nov 20, 2017 23:24 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | SaleCommon Stock | 30,000 | $43.77 | $1,313,100.00 |
DisclosureSEC source: 0001209191-17-061861 · doc4.xml · nonDerivative · entry 2 Trundle Stephen · CIK 0001643898 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,191 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.60 - $44.09, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) to this Form 4. Read SEC document |
| August 31, 2017 Filed Sep 1, 2017 00:47 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | SaleCommon Stock | 10,850 | $44.98 | $488,033.00 |
DisclosureSEC source: 0001209191-17-050969 · doc4.xml · nonDerivative · entry 4 Trundle Stephen · CIK 0001643898 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,191 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.95 - $45.05, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (3) to this Form 4. F1 · ownership.direct: Includes (i) 44,804 shares previously held by the Stephen Trundle 2015 2 Year GRAT (the "2 Year GRAT"), and (ii) 20,520 shares previously held by the Stephen Trundle 2015 4 Year GRAT (the "4 Year GRAT"), which were distributed to the Reporting Person on August 11, 2017 and are now owned directly. Read SEC document |
| August 30, 2017 Filed Sep 1, 2017 00:47 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | SaleCommon Stock | 29,100 | $45.75 | $1,331,325.00 |
DisclosureSEC source: 0001209191-17-050969 · doc4.xml · nonDerivative · entry 3 Trundle Stephen · CIK 0001643898 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,041 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.41 - $45.92, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) to this Form 4. F1 · ownership.direct: Includes (i) 44,804 shares previously held by the Stephen Trundle 2015 2 Year GRAT (the "2 Year GRAT"), and (ii) 20,520 shares previously held by the Stephen Trundle 2015 4 Year GRAT (the "4 Year GRAT"), which were distributed to the Reporting Person on August 11, 2017 and are now owned directly. Read SEC document |
| August 29, 2017 Filed Sep 1, 2017 00:47 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 38,592 | $0.00 Strike: $0.41 | $0.00 |
DisclosureSEC source: 0001209191-17-050969 · doc4.xml · derivative · entry 8 Trundle Stephen · CIK 0001643898 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 38,592 shares Expires 2019-06-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · derivative.exercise_date: Immediately exercisable. Read SEC document |
| August 29, 2017 Filed Sep 1, 2017 00:47 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | SaleCommon Stock | 38,592 | $44.94 | $1,734,324.48 |
DisclosureSEC source: 0001209191-17-050969 · doc4.xml · nonDerivative · entry 2 Trundle Stephen · CIK 0001643898 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,141 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.80 - $45.14, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) to this Form 4. F1 · ownership.direct: Includes (i) 44,804 shares previously held by the Stephen Trundle 2015 2 Year GRAT (the "2 Year GRAT"), and (ii) 20,520 shares previously held by the Stephen Trundle 2015 4 Year GRAT (the "4 Year GRAT"), which were distributed to the Reporting Person on August 11, 2017 and are now owned directly. Read SEC document |
| August 29, 2017 Filed Sep 1, 2017 00:47 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | Exercise / conversionCommon Stock | 38,592 | $0.41 | $15,822.72 |
DisclosureSEC source: 0001209191-17-050969 · doc4.xml · nonDerivative · entry 1 Trundle Stephen · CIK 0001643898 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,733 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.direct: Includes (i) 44,804 shares previously held by the Stephen Trundle 2015 2 Year GRAT (the "2 Year GRAT"), and (ii) 20,520 shares previously held by the Stephen Trundle 2015 4 Year GRAT (the "4 Year GRAT"), which were distributed to the Reporting Person on August 11, 2017 and are now owned directly. Read SEC document |
| August 11, 2017 Filed Sep 1, 2017 00:47 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | GiftCommon Stock | 140,118 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-050969 · doc4.xml · nonDerivative · entry 5 Trundle Stephen · CIK 0001643898 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 F5 · ownership.nature: The Reporting Person had previously contributed 250,000 shares of common stock to the 2 Year GRAT. Upon termination of the 2 Year GRAT on August 11, 2017, 140,118 of the shares were transferred to the Stephen Trundle 2015 Gift Trust. The remaining 109,882 shares were previously distributed to the reporting person and continue to be reported in this Form 4 as directly owned. Read SEC document |
| June 02, 2017 Filed Nov 20, 2017 23:24 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-061861 · doc4.xml · nonDerivative · entry 1 Trundle Stephen · CIK 0001643898 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,191 Read SEC document |
| May 15, 2017 Filed May 17, 2017 21:55 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | GrantEmployee Stock Option (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $32.17 | $0.00 |
DisclosureSEC source: 0001209191-17-033325 · doc4.xml · derivative · entry 1 Trundle Stephen · CIK 0001643898 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2027-05-14 F1 · derivative.exercise_date: This option shall vest and become exercisable in sixty equal monthly installments on the 1st day of each calendar month beginning on June 1, 2017, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| November 23, 2016 Filed Feb 14, 2017 21:06 UTC | Alarm.com Holdings, Inc. ALRM · Entity 4286 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-010451 · doc5.xml · nonDerivative · entry 1 Trundle Stephen · CIK 0001643898 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,817 F1 · ownership.direct: Includes (i) 65,078 shares previously held by the Stephen Trundle 2015 2 Year GRAT (the "2 Year GRAT"), and (ii) 24,838 shares previously held by the Stephen Trundle 2015 4 Year GRAT (the "4 Year GRAT"), which were distributed to the Reporting Person on September 1, 2016 and are now owned directly. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.