Sequoia Financial Group Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

CHIA:SEQ Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
30 Oct 24	SellAU$551,087	Brent Jones	Individual	1,481,075	AU$0.37
23 Oct 24	BuyAU$15,300	Garry Crole	Individual	42,501	AU$0.36
10 Sep 24	BuyAU$33,377	Garry Crole	Individual	87,834	AU$0.38
03 Sep 24	SellAU$1,808,983	Brent Jones	Individual	4,384,746	AU$0.41
07 Aug 24	SellAU$410,808	Glennon Capital	Company	969,942	AU$0.42
26 Jul 24	SellAU$919,383	Glennon Capital	Company	1,972,566	AU$0.47
29 May 24	BuyAU$225,000	Garry Crole	Individual	500,000	AU$0.45
15 May 24	BuyAU$115,823	Glennon Capital	Company	222,262	AU$0.52
13 May 24	BuyAU$534,999	Brent Jones	Individual	1,000,000	AU$0.53
13 May 24	BuyAU$564,999	Cojones Pty Ltd	Company	1,056,075	AU$0.53
10 May 24	BuyAU$2,835,135	Glennon Capital	Company	5,210,041	AU$0.54
21 Mar 24	BuyAU$1,580,278	Glennon Capital	Company	3,240,042	AU$0.49

Insider Trading Volume

Insider Buying: SEQ insiders have sold more shares than they have bought in the past 3 months.

Ownership Breakdown

What is the ownership structure of SEQ?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	16,690,824	13.4%
Institutions	22,709,460	18.3%
Individual Insiders	27,220,907	21.9%
General Public	57,501,423	46.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 18 shareholders own 53.67% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
10.4%	Garry Crole	12,893,505	AU$4.9m	0.33%	no data
8.4%	Acorn Capital Limited	10,421,640	AU$4.0m	0%	7.3%
7.09%	Cojones Pty Ltd	8,799,063	AU$3.3m	-0.54%	no data
5.72%	Brent Jones	7,098,925	AU$2.7m	-17.3%	no data
4.77%	Glennon Capital	5,924,477	AU$2.3m	-31.5%	48.26%
3.83%	DMX Asset Management Limited	4,758,096	AU$1.8m	138%	8.34%
2.87%	Toclo Investments Pty Ltd	3,564,894	AU$1.4m	0%	no data
1.57%	Neil Duncan	1,947,472	AU$740.0k	-31.6%	no data
1.46%	Vanward Investments Limited	1,808,561	AU$687.3k	0%	no data
1.45%	Peter Stirling	1,800,000	AU$684.0k	-10%	no data
1.37%	Tibarrum Pty Limited	1,698,000	AU$645.2k	5.33%	no data
1.29%	Netwealth Investments Ltd.	1,605,247	AU$610.0k	0%	no data
1.25%	Anthony Jones	1,549,952	AU$589.0k	0%	no data
0.66%	Tarakita Ltd	817,620	AU$310.7k	0%	no data
0.66%	Kevin Pattison	815,702	AU$310.0k	0%	no data
0.65%	Charles Sweeney	811,490	AU$308.4k	0%	no data
0.24%	Lizzie Tan	303,861	AU$115.5k	0%	no data
0.0022%	Attenov Pty Ltd	2,686	AU$1.0k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/25 01:23
End of Day Share Price	2024/12/24 00:00
Earnings	2024/06/30
Annual Earnings	2024/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Sequoia Financial Group Limited is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution