Surge Energy Ownership

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


Recent Insider Transactions

TSX:SGY Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
23 Dec 24SellCA$58,644James PasiekaIndividual11,213CA$5.23
02 Dec 24SellCA$48,453Peter O'NeilIndividual8,700CA$5.57
04 Apr 24SellCA$99,870Jared DucsIndividual12,515CA$7.98
21 Mar 24SellCA$29,183Jared DucsIndividual3,933CA$7.42
01 Feb 24BuyCA$14,826Murray SmithIndividual2,356CA$6.37
01 Feb 24SellCA$23,586Murray SmithIndividual3,714CA$6.36

Insider Trading Volume

Insider Buying: SGY insiders have only sold shares in the past 3 months.


Ownership Breakdown

What is the ownership structure of SGY?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders3,256,4203.22%
Institutions3,665,8223.63%
General Public94,179,93693.2%

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


Top Shareholders

Top 25 shareholders own 6.89% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
1.8%
Dimensional Fund Advisors LP
1,818,285CA$10.0m-0.69%no data
1.24%
American Century Investment Management Inc
1,257,255CA$6.9m-2.67%no data
1.01%
Paul Colborne
1,021,907CA$5.6m0%no data
0.61%
Robert Leach
620,481CA$3.4m2.28%no data
0.38%
Margaret Elekes
383,254CA$2.1m38.6%no data
0.32%
Murray Bye
328,209CA$1.8m46.5%no data
0.31%
Derek Christie
308,759CA$1.7m50.2%no data
0.17%
Jared Ducs
169,173CA$927.1k128%no data
0.13%
James Pasieka
136,213CA$746.5k0%no data
0.094%
TD Asset Management, Inc.
95,337CA$522.5k0%no data
0.084%
BlackRock, Inc.
84,589CA$463.6k10.1%no data
0.08%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
80,637CA$441.9k0%no data
0.079%
The Vanguard Group, Inc.
80,274CA$439.9k0%no data
0.077%
Peter O'Neil
77,397CA$424.1k-10.1%no data
0.075%
State Street Global Advisors, Inc.
75,807CA$415.4k-13.8%no data
0.069%
Blue Quadrant Capital Management
70,000CA$383.6k0%1.49%
0.063%
Geode Capital Management, LLC
63,435CA$347.6k11.5%no data
0.045%
Murray Smith
45,424CA$248.9k18.8%no data
0.042%
Allison Maher
42,402CA$232.4k19.4%no data
0.041%
Daryl Gilbert
41,513CA$227.5k21%no data
0.037%
Michelle Gramatke
37,464CA$205.3k22.3%no data
0.037%
Connor, Clark & Lunn Investment Management Ltd.
37,420CA$205.1k0%no data
0.033%
Marion Burnyeat
33,690CA$184.6k25.6%no data
0.028%
Palos Management Inc.
28,600CA$156.7k0%0.51%
0.024%
UBS Asset Management AG
24,356CA$133.5k-75.2%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/26 01:08
End of Day Share Price 2024/12/24 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

Surge Energy Inc. is covered by 28 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Trevor ReynoldsAcumen Capital Finance Partners Limited
Patrick O'RourkeATB Capital Markets
Laique Ahmad Amir ArifATB Capital Markets