Australian Wealth Advisors Group Ownership

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

Recent Insider Transactions

CHIA:WAG Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
05 Dec 24	BuyAU$7,812	Lee Darion IaFraté	Individual	26,000	AU$0.30
27 Nov 24	BuyAU$16,200	Lee Darion IaFraté	Individual	54,000	AU$0.30
15 Oct 24	BuyAU$21,626	Lee Darion IaFraté	Individual	80,000	AU$0.27
27 Sep 24	BuyAU$72,002	Lee Darion IaFraté	Individual	258,000	AU$0.29
18 Sep 24	BuyAU$11,608	Lee Darion IaFraté	Individual	42,000	AU$0.28
02 Sep 24	BuyAU$28,607	Lee Darion IaFraté	Individual	100,484	AU$0.29
14 Jun 24	BuyAU$45,000	Clapsy Pty Ltd, Asset Management Arm	Company	150,000	AU$0.30
23 May 24	BuyAU$39,097	Mark Stephen	Individual	117,647	AU$0.34
04 Mar 24	BuyAU$15,976	Clapsy Pty Ltd, Asset Management Arm	Company	50,000	AU$0.32

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of WAG?
Owner Type	Number of Shares	Ownership Percentage
Institutions	4,141,333	5.57%
Private Companies	14,069,430	18.9%
General Public	15,887,349	21.4%
Individual Insiders	40,266,888	54.1%

Dilution of Shares: WAG only recently listed within the past 12 months

Top Shareholders

Top 24 shareholders own 78.64% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
25.4%	Lee Darion IaFraté	18,921,262	AU$5.8m	0.85%	no data
12.1%	Michael Fitzpatrick	9,000,000	AU$2.7m	0%	no data
5.5%	Appellation Investments Pty Ltd	4,092,763	AU$1.2m	0%	no data
4.76%	Clapsy Pty Ltd, Asset Management Arm	3,541,333	AU$1.1m	0%	86.16%
4.48%	Kensington Trust Labuan Limited	3,333,333	AU$1.0m	0%	no data
3.64%	Peter Hollick	2,705,656	AU$825.2k	-0.29%	no data
3.64%	Helen Pattison	2,705,656	AU$825.2k	-0.29%	no data
2.24%	Scott Beeton	1,666,667	AU$508.3k	0%	no data
2.24%	Manly Lane Pty Ltd	1,666,667	AU$508.3k	0%	no data
1.61%	David Slack	1,200,000	AU$366.0k	0%	no data
1.56%	Mark Stephen	1,157,647	AU$353.1k	0%	no data
1.41%	Henclo Investments Pty Ltd	1,050,000	AU$320.2k	0%	no data
1.34%	Ginga Pty Ltd	1,000,000	AU$305.0k	0%	no data
1.29%	Sam Adigrati	960,000	AU$292.8k	0%	no data
1.12%	Morobe Jach Pty Ltd	833,333	AU$254.2k	0%	no data
1.02%	Adigrati Investment Pty	760,000	AU$231.8k	0%	no data
0.9%	Zermatt Pty Ltd	666,667	AU$203.3k	0%	no data
0.9%	Ragar Pty Ltd	666,667	AU$203.3k	0%	no data
0.84%	Iain Mason	625,000	AU$190.6k	0%	no data
0.84%	Susie Mason	625,000	AU$190.6k	0%	no data
0.81%	John Hayes	600,000	AU$183.0k	0%	no data
0.81%	Dixson Trust Pty Limited, Asset Management Arm	600,000	AU$183.0k	0%	0.04%
0.12%	Paul Young	92,000	AU$28.1k	0%	no data
0.011%	Kara Maisano	8,000	AU$2.4k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/24 11:00
End of Day Share Price	2024/09/26 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

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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

The Australian Wealth Advisors 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