Orrstown Financial Services Ownership

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

Recent Insider Transactions

DB:OFR Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
29 Oct 24	Sell€140,055	David Hornberger	Individual	4,000	€35.01
25 Oct 24	Buy€7,725	Cindy Joiner	Individual	221	€34.95
11 Sep 24	Sell€248,193	Christopher Holt	Individual	8,000	€31.02
15 Aug 24	Buy€13,757	Sarah Brown	Individual	455	€30.23
13 Aug 24	Buy€28,985	John Giambalvo	Individual	1,000	€28.98
09 Aug 24	Buy€9,593	Cindy Joiner	Individual	326	€29.43

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of OFR?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	866,502	4.47%
Hedge Funds	1,811,825	9.35%
General Public	7,835,734	40.4%
Institutions	8,871,980	45.8%

Dilution of Shares: Shareholders have been substantially diluted in the past year, with total shares outstanding growing by 82.7%.

Top Shareholders

Top 25 shareholders own 45.99% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.35%	Fourthstone LLC	1,811,825	€63.5m	224%	9.47%
7.66%	BlackRock, Inc.	1,484,910	€52.0m	77.2%	no data
5.06%	The Vanguard Group, Inc.	981,785	€34.4m	93%	no data
4.29%	Dimensional Fund Advisors LP	831,078	€29.1m	66.3%	no data
2.24%	Geode Capital Management, LLC	434,228	€15.2m	32.2%	no data
1.76%	State Street Global Advisors, Inc.	342,119	€12.0m	12.8%	no data
1.45%	Renaissance Technologies LLC	281,446	€9.9m	26%	0.01%
1.25%	Manulife Asset Management	242,876	€8.5m	0%	0.01%
1.18%	Bridgeway Capital Management, LLC	228,859	€8.0m	184%	0.13%
1.17%	American Century Investment Management Inc	227,312	€8.0m	52.3%	no data
1.06%	ProShare Advisors LLC	206,067	€7.2m	-16.7%	0.02%
0.94%	Petiole USA Limited	181,966	€6.4m	0%	4.12%
0.92%	FMR LLC	178,478	€6.3m	8.98%	no data
0.86%	Pacific Ridge Capital Partners, LLC	167,668	€5.9m	-23.6%	1.4%
0.82%	Charles Schwab Investment Management, Inc.	158,029	€5.5m	504%	no data
0.82%	Arrowstreet Capital, Limited Partnership	158,026	€5.5m	12.5%	no data
0.78%	AllianceBernstein L.P.	152,156	€5.3m	453%	no data
0.77%	Northern Trust Global Investments	149,772	€5.2m	72%	no data
0.64%	Segall Bryant & Hamill, LLC	124,652	€4.4m	1.75%	0.06%
0.61%	Epoch Investment Partners, Inc.	117,675	€4.1m	108%	0.07%
0.56%	Franklin Resources, Inc.	107,976	€3.8m	-10.3%	no data
0.46%	Bank of America Corporation, Asset Management Arm	89,016	€3.1m	-5.21%	no data
0.45%	Thomas Quinn	86,676	€3.0m	-10.3%	no data
0.44%	BNY Asset Management	85,340	€3.0m	14.5%	no data
0.44%	Emerald Advisers, LLC	85,277	€3.0m	0%	0.07%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/05 10:47
End of Day Share Price	2025/01/03 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

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Orrstown Financial Services, Inc. is covered by 6 analysts. 3 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
James Beury	Boenning & Scattergood, Inc.
David Bishop	Hovde Group, LLC
Daniel Cardenas	Janney Montgomery Scott LLC