National Bank Holdings Ownership

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

Recent Insider Transactions

DB:NB9 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
11 Nov 24	Sell€42,202	Valerie Kramer	Individual	897	€47.05
03 Sep 24	Sell€147,793	Christopher Randall	Individual	3,750	€39.41
26 Aug 24	Sell€623,421	G. Laney	Individual	16,063	€38.81
23 Aug 24	Sell€11,005	Valerie Kramer	Individual	278	€39.59
23 Aug 24	Sell€394,704	Ralph Clermont	Individual	10,000	€39.47
22 Aug 24	Sell€153,406	Robert Dean	Individual	4,057	€37.81
20 Aug 24	Sell€144,041	Art Zeile	Individual	3,875	€37.17
30 Jul 24	Sell€1,461	G. Laney	Individual	37	€39.48
26 Jul 24	Sell€113,672	Patrick Sobers	Individual	2,862	€39.72
26 Jul 24	Sell€397,639	Ralph Clermont	Individual	10,000	€39.76

Insider Trading Volume

Insider Buying: NB9 insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of NB9?
Owner Type	Number of Shares	Ownership Percentage
State or Government	18,075	0.0465%
Individual Insiders	805,410	2.07%
Institutions	38,063,794	97.9%

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

Top Shareholders

Top 25 shareholders own 88.21% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.5%	BlackRock, Inc.	5,507,828	€227.8m	0.59%	no data
11%	The Vanguard Group, Inc.	4,194,474	€173.5m	0.24%	no data
9.1%	Wellington Management Group LLP	3,459,257	€143.1m	-8.63%	0.02%
7.49%	Victory Capital Management Inc.	2,846,741	€117.7m	56%	0.11%
6.88%	T. Rowe Price Group, Inc.	2,614,746	€108.1m	-2.97%	0.01%
5.41%	Dimensional Fund Advisors LP	2,056,747	€85.1m	5.46%	0.01%
4.73%	State Street Global Advisors, Inc.	1,799,224	€74.4m	7.58%	no data
2.97%	Westwood Management Corp.	1,127,346	€46.6m	21.8%	0.37%
2.92%	Aristotle Capital Boston, LLC	1,108,612	€45.8m	-2.74%	1.59%
2.46%	Segall Bryant & Hamill, LLC	936,411	€38.7m	-2.04%	0.51%
2.27%	Geode Capital Management, LLC	861,483	€35.6m	1.14%	no data
2.24%	DePrince, Race & Zollo, Inc.	850,146	€35.2m	-2.5%	0.74%
2.19%	Renaissance Technologies LLC	832,800	€34.4m	-8.13%	0.05%
2.07%	Principal Global Investors, LLC	786,096	€32.5m	36.1%	0.02%
1.62%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	615,913	€25.5m	3.85%	0.01%
1.29%	BNY Asset Management	490,836	€20.3m	-14.8%	no data
1.29%	American Century Investment Management Inc	488,571	€20.2m	29.3%	0.01%
1.24%	Kennedy Capital Management LLC	470,616	€19.5m	-22.6%	0.44%
1.08%	Northern Trust Global Investments	410,283	€17.0m	-0.06%	no data
0.99%	Leeward Investments, LLC	374,638	€15.5m	64.2%	0.76%
0.97%	Goldman Sachs Group, Investment Banking and Securities Investments	369,203	€15.3m	14.4%	0.01%
0.94%	Charles Schwab Investment Management, Inc.	355,487	€14.7m	0.63%	no data
0.93%	Russell Investment Management, LLC	354,445	€14.7m	-20.9%	0.02%
0.91%	Maltese Capital Management, LLC	345,000	€14.3m	-7.31%	2.3%
0.73%	Bridgeway Capital Management, LLC	275,788	€11.4m	4.68%	0.19%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/23 23:27
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

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 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

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Analyst Sources

National Bank Holdings Corporation is covered by 13 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.

Analyst	Institution
Jeffrey Rulis	D.A. Davidson & Co.
null null	D.A. Davidson & Co.
Paul Miller	FBR Capital Markets & Co.