First United Ownership

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

Recent Insider Transactions

DB:FU3 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
02 May 25	Buy€1,886	Brian Boal	Individual	69.94	€26.97
02 May 25	Buy€2,104	Jason Rush	Individual	78.02	€26.97
01 May 25	Buy€1,212	Carissa Rodeheaver	Individual	45.6	€26.58
01 May 25	Buy€3,424	Carissa Rodeheaver	Individual	126.27	€27.12
18 Mar 25	Buy€91	Julie Peterson	Individual	3.26	€28.04
19 Feb 25	Buy€577	Julie Peterson	Individual	18.54	€39.71
03 Feb 25	Buy€2,059	Brian Boal	Individual	65.63	€31.37
03 Feb 25	Buy€5,033	Carissa Rodeheaver	Individual	160.71	€31.37
03 Feb 25	Buy€2,296	Jason Rush	Individual	73.21	€31.37
17 Dec 24	Buy€190	Julie Peterson	Individual	7.28	€34.01
04 Nov 24	Buy€2,161	Jason Rush	Individual	74.14	€29.15
04 Nov 24	Buy€1,938	Brian Boal	Individual	66.47	€29.15
04 Nov 24	Buy€4,737	Carissa Rodeheaver	Individual	162.16	€29.38
02 Aug 24	Buy€1,743	Brian Boal	Individual	68.07	€25.61
02 Aug 24	Buy€3,148	Carissa Rodeheaver	Individual	122.9	€25.61
02 Aug 24	Buy€1,945	Jason Rush	Individual	75.93	€25.61
01 Aug 24	Buy€1,128	Carissa Rodeheaver	Individual	43.66	€25.85
25 Jul 24	Sell€50,684	Irvin Rudy	Individual	2,000	€25.34

Insider Trading Volume

Insider Buying: FU3 insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of FU3?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	14,854	0.229%
Individual Insiders	515,846	7.96%
Institutions	2,858,678	44.1%
General Public	3,089,256	47.7%

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

Top Shareholders

Top 25 shareholders own 43.32% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
5.78%	Dimensional Fund Advisors LP	374,234	€9.9m	-1.94%	no data
4.7%	The Vanguard Group, Inc.	304,735	€8.1m	-0.14%	no data
3.24%	Beth Moran	209,650	€5.6m	-0.94%	no data
2.75%	Tontine Management, LLC	178,352	€4.7m	0%	0.17%
2.32%	Basswood Capital Management, L.L.C.	150,364	€4.0m	0%	0.26%
2.17%	Millennium Management LLC	140,586	€3.7m	350%	no data
2.15%	De Lisle Partners Llp	139,374	€3.7m	15.3%	0.69%
1.92%	Huber Capital Management LLC	124,239	€3.3m	0.51%	0.74%
1.85%	Susquehanna International Group, LLP, Asset Management Arm	119,925	€3.2m	29.8%	0.01%
1.74%	Renaissance Technologies LLC	112,895	€3.0m	13.1%	0.01%
1.54%	Arrowstreet Capital, Limited Partnership	99,924	€2.7m	17.4%	no data
1.46%	Bridgeway Capital Management, LLC	94,466	€2.5m	-7.98%	0.05%
1.39%	American Century Investment Management Inc	90,008	€2.4m	65.2%	no data
1.37%	Acadian Asset Management LLC	88,867	€2.4m	2.24%	0.01%
1.34%	BlackRock, Inc.	86,599	€2.3m	-11.2%	no data
1.02%	Geode Capital Management, LLC	65,907	€1.8m	3.95%	no data
0.99%	Marshall Wace LLP	64,218	€1.7m	166%	no data
0.91%	Pinnacle Holdings, LLC	58,976	€1.6m	0%	0.83%
0.91%	Goldman Sachs Group, Investment Banking and Securities Investments	58,718	€1.6m	53.2%	no data
0.77%	Hoye Walls	49,604	€1.3m	0%	no data
0.73%	Carissa Rodeheaver	47,390	€1.3m	0.06%	no data
0.67%	Irvin Rudy	43,118	€1.1m	12%	no data
0.64%	Morgan Stanley, Investment Banking and Brokerage Investments	41,231	€1.1m	108%	no data
0.5%	Citadel Advisors LLC	32,434	€861.8k	85.9%	no data
0.48%	Northern Trust Global Investments	31,044	€824.9k	-1.09%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/23 19:08
End of Day Share Price	2025/05/23 00:00
Earnings	2025/03/31
Annual Earnings	2024/12/31

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.

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.

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 Github.

Analyst Sources

First United Corporation is covered by 3 analysts. 1 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
Cary Morris	BB&T Capital Markets
David Long	Raymond James & Associates
Stephen Moss	Raymond James & Associates