Caldwell Partners International 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 CWL?
Owner Type	Number of Shares	Ownership Percentage
Institutions	1,210,000	4.09%
Individual Insiders	2,064,327	6.98%
Hedge Funds	3,813,102	12.9%
General Public	22,471,503	76%

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

Top Shareholders

Top 11 shareholders own 23.98% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.9%	Ewing Morris & Co. Investment Partners	3,813,102	CA$4.5m	0.54%	5.04%
4.08%	Greybrook Capital Inc.	1,205,000	CA$1.4m	0%	100.0%
2.93%	John Wallace	865,500	CA$1.0m	0%	no data
2.37%	C. Beck	700,000	CA$826.0k	0%	no data
0.68%	Michael R. Falagario	200,000	CA$236.0k	0%	no data
0.42%	Rosemary Zigrossi	125,000	CA$147.5k	0%	no data
0.28%	John Young	83,777	CA$98.9k	0%	no data
0.17%	Terry Grayson-Caprio	50,000	CA$59.0k	0%	no data
0.093%	Darcy Morris	27,550	CA$32.5k	0%	no data
0.042%	Shreya Lathia	12,500	CA$14.8k	0%	no data
0.017%	ORG Partners LLC	5,000	CA$5.9k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/30 05:59
End of Day Share Price	2024/12/30 00:00
Earnings	2024/08/31
Annual Earnings	2024/08/31

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

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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 Caldwell Partners International Inc. 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