Unity Bancorp Ownership

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

Recent Insider Transactions

DB:UTB Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
29 Jan 26	Sell€11,573	James Donovan	Individual	265	€43.67
15 Jan 26	Sell€36,263	Minsu Kim	Individual	750	€48.35
15 Jan 26	Sell€75,039	Vincent Geraci	Individual	1,573	€47.70
15 Jan 26	Sell€37,528	James Donovan	Individual	777	€48.30
22 Oct 25	Sell€6,946	James Donovan	Individual	167	€41.59

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of UTB?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	957,826	9.56%
Private Companies	1,775,735	17.7%
General Public	2,195,989	21.9%
Institutions	5,086,877	50.8%

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

Top Shareholders

Top 25 shareholders own 63.32% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
17.7%	Dallas Financial Holdings, LLC	1,775,735	€77.3m	0.13%	no data
5.14%	BlackRock, Inc.	514,970	€22.4m	1.63%	no data
4.51%	Dimensional Fund Advisors LP	451,741	€19.7m	-1.09%	no data
4.27%	The Vanguard Group, Inc.	427,547	€18.6m	3.46%	no data
3.75%	Banc Funds Company, L.L.C.	375,469	€16.3m	-14.9%	3.74%
3.58%	AllianceBernstein L.P.	358,690	€15.6m	0.39%	0.01%
2.63%	Mark Brody	263,344	€11.5m	-27.7%	no data
2.39%	Wellington Management Group LLP	239,238	€10.4m	-3.81%	no data
2.05%	American Century Investment Management Inc	205,419	€8.9m	9.21%	no data
1.73%	James Hughes	173,013	€7.5m	1.17%	no data
1.69%	Geode Capital Management, LLC	169,355	€7.4m	0.77%	no data
1.59%	Maltese Capital Management, LLC	159,000	€6.9m	2.38%	1.51%
1.49%	Pacific Ridge Capital Partners, LLC	149,667	€6.5m	-2.89%	1.62%
1.29%	Royce & Associates, LP	129,374	€5.6m	-17.9%	0.06%
1.27%	Bridgeway Capital Management, LLC	127,236	€5.5m	-6.78%	0.09%
1.26%	State Street Global Advisors, Inc.	126,515	€5.5m	-1.02%	no data
1.23%	Wayne Courtright	122,871	€5.3m	0.99%	no data
0.91%	Morgan Stanley	91,135	€4.0m	5.19%	no data
0.85%	Acadian Asset Management LLC	85,389	€3.7m	-10.9%	0.01%
0.79%	Kennedy Capital Management LLC	78,738	€3.4m	32.9%	0.08%
0.72%	Northern Trust Global Investments	72,409	€3.2m	-6.32%	no data
0.71%	Aaron Tucker	70,718	€3.1m	2.09%	no data
0.62%	Driehaus Capital Management LLC	62,140	€2.7m	-2.57%	0.02%
0.59%	Raj Patel	59,322	€2.6m	2.06%	no data
0.53%	George Boyan	53,398	€2.3m	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/03/11 02:17
End of Day Share Price	2026/03/11 00:00
Earnings	2025/12/31
Annual Earnings	2025/12/31

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

Unity Bancorp, Inc. is covered by 5 analysts. 2 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
Christopher Marinac	Brean Capital Historical (Janney Montgomery)
null null	D.A. Davidson & Co.
David Konrad	Keefe, Bruyette, & Woods