Heritage Brands Ownership

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

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of HBA?
Owner Type	Number of Shares	Ownership Percentage
General Public	56,182,683	3.12%
VC/PE Firms	138,038,827	7.66%
Private Companies	332,360,073	18.5%
Public Companies	452,470,639	25.1%
Individual Insiders	822,058,865	45.6%

Dilution of Shares: Insufficient data to determine if shareholders have been diluted in the past year.

Top Shareholders

Top 17 shareholders own 96.88% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
25.1%	Washington H. Soul Pattinson and Company Limited	452,470,639	AU$4.5m	0%	no data
25.1%	William McCartney	452,470,639	AU$4.5m	0%	no data
9.1%	Stephen Mason	163,895,060	AU$1.6m	0%	no data
8.89%	Maxim Krok	160,174,133	AU$1.6m	0%	no data
7.66%	CVC Limited	138,038,827	AU$1.4m	0%	6.61%
6.67%	Akoca Pty Ltd	120,174,134	AU$1.2m	0%	no data
5.08%	Maximize Equity Pty Ltd	91,431,644	AU$914.3k	0%	no data
2.19%	J & S Goode Pty Ltd	39,487,967	AU$394.9k	0%	no data
1.76%	Jkl Developments Pty Limited	31,698,634	AU$317.0k	0%	no data
1.76%	Ptj Holdings Pty Limited	31,698,634	AU$317.0k	0%	no data
1.02%	Steven O'Neill	18,299,034	AU$183.0k	0%	no data
0.63%	Kistani Pty Limited	11,369,060	AU$113.7k	0%	no data
0.44%	Christopher McGibbon	8,003,333	AU$80.0k	0%	no data
0.39%	Elliott Kaplan	7,000,000	AU$70.0k	0%	no data
0.39%	Alexander Beard	7,000,000	AU$70.0k	0%	no data
0.36%	Harness Capital Pty Ltd	6,500,000	AU$65.0k	0%	no data
0.29%	Constantinos Gendis	5,216,666	AU$52.2k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2023/11/28 14:03
End of Day Share Price	2023/08/31 00:00
Earnings	2023/07/31
Annual Earnings	2023/07/31

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

Heritage Brands Ltd is covered by 0 analysts. 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