Alarm.com CEO gifts 2,000 shares to charity
Alarm.com CEO Stephen Trundle reported a 2,000-share charitable gift, with substantial direct and indirect holdings remaining.
Rhea-AI Filing Summary
Alarm.com Holdings, Inc. (ALRM) director and Chief Executive Officer Stephen Trundle reported a bona fide charitable gift of 2,000 shares of common stock on September 2, 2026, to a donor advised fund; the filing states that no shares were sold. Following this gift, he held 322,842 shares directly and additional indirect holdings reported through Backbone Partners, LLC, the Stephen Trundle 2015 Gift Trust, and the Footings Advancement Trust, for which he disclaims beneficial ownership except to any pecuniary interest. No Rule 10b5-1 trading plan is reported.
Positive
- None.
Negative
- None.
Insider Trade Summary
2,000 shares gifted
Gift
4 txns
Insider
Trundle Stephen
Role
Chief Executive Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock F1 | 2,000 | $0.00 | $0.00 |
| holding | Common Stock F2 | -- | -- | -- |
| holding | Common Stock F3 | -- | -- | -- |
| holding | Common Stock F4 | -- | -- | -- |
Holdings After Transaction:
Common Stock — 322,842 shares (Direct);
Common Stock — 1,315,343 shares (Indirect, By LLC);
Common Stock — 259,687 shares (Indirect, By Gift Trust);
Common Stock — 9,862 shares (Indirect, By Footings Advancement Trust)
Footnotes (4)
- 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.
Key Figures
Charitable gift shares: 2,000 shares
Direct holdings after transaction: 322,842 shares
Indirect holdings via Backbone Partners, LLC: 1,315,343 shares
+4 more
7 metrics
Charitable gift shares
2,000 shares
Bona fide charitable contribution of common stock on September 2, 2026
Direct holdings after transaction
322,842 shares
Common stock directly owned by Stephen Trundle after the gift
Indirect holdings via Backbone Partners, LLC
1,315,343 shares
Common stock held by Backbone Partners, LLC, associated with the reporting person
Indirect holdings via 2015 Gift Trust
259,687 shares
Common stock held by the Stephen Trundle 2015 Gift Trust
Indirect holdings via Footings Advancement Trust
9,862 shares
Common stock held by the Footings Advancement Trust
Gift transactions reported
1 transaction
Single bona fide gift of common stock reported on this Form 4
Gift shares total
2,000 shares
Total shares involved in the bona fide charitable gift
Key Terms
bona fide gift, donor advised fund, beneficial ownership, pecuniary interest
4 terms
bona fide gift financial
"Represents a bona fide charitable contribution to a donor advised fund."
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
donor advised fund financial
"Represents a bona fide charitable contribution to a donor advised fund."
A donor advised fund is a charitable savings account you fund with cash or assets (including stocks) that lets you take an immediate tax benefit while recommending when and which charities receive grants over time. Think of it like a dedicated piggy bank for giving: you get tax relief when you put money in, can avoid selling appreciated securities and triggering capital gains, and still control the timing and recipients of donations, which affects tax planning, portfolio decisions, and public giving signals.
beneficial ownership financial
"The Reporting Person disclaims beneficial ownership of the shares owned by Backbone"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
pecuniary interest financial
"except to the extent, if any, of his pecuniary interest therein."
FAQ
What insider transaction did ALRM’s CEO Stephen Trundle report on September 2, 2026?
Stephen Trundle reported a bona fide charitable gift of 2,000 shares of Alarm.com Holdings, Inc. common stock on September 2, 2026, contributed to a donor advised fund. The filing specifies that no shares were sold in connection with this transaction.
Does the Form 4 indicate that ALRM’s CEO trades under a Rule 10b5-1 plan?
The filing indicates no Rule 10b5-1 trading plan for the reported transactions. The document-level Rule 10b5-1 checkbox is marked as not affirming a plan, and no footnote describes trades pursuant to such a plan.
Who legally owns the indirect ALRM holdings reported for Stephen Trundle?
Indirect holdings are owned by Backbone Partners, LLC, the Stephen Trundle 2015 Gift Trust, and the Footings Advancement Trust. The filing states Trundle disclaims beneficial ownership of these shares except to the extent of any pecuniary interest he may have.
AI-generated analysis. How Rhea-AI works. Not financial advice.
