NeoVolta Ownership

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


Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of 4EB?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders5,051,80815.1%
Institutions5,160,38315.4%
General Public23,204,93269.4%

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


Top Shareholders

Top 25 shareholders own 32.68% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
12.1%
Brent Willson
4,050,000€12.1m0%no data
10.6%
Legacy Wealth Management, LLC
3,527,896€10.5m1.24%7.86%
2.39%
Steve Bond
800,000€2.4m6.67%no data
1.37%
BlackRock, Inc.
456,537€1.4m1.1%no data
1.23%
The Vanguard Group, Inc.
411,467€1.2m4.99%no data
0.92%
Geode Capital Management, LLC
308,622€918.7k0.75%no data
0.68%
BIP Wealth, LLC
226,225€673.4k3.25%0.05%
0.5%
Sovran Advisors, LLC
166,671€496.1k36.6%0.07%
0.38%
Northern Trust Global Investments
127,998€381.0k50%no data
0.34%
Rossby Financial, LLC
115,000€342.3k41.1%0.16%
0.34%
Goldman Sachs Group, Investment Banking and Securities Investments
113,616€338.2k0%no data
0.33%
State Street Global Advisors, Inc.
110,264€328.2k9.37%no data
0.23%
Jane Street Group, LLC, Asset Management Arm
78,335€233.2k0%no data
0.21%
Chandler Weeks
70,000€208.4k0%no data
0.17%
Arlington Financial Advisors, LLC
58,000€172.7k0%0.03%
0.17%
John Hass
56,966€169.6k180%no data
0.14%
Bank of America Corporation, Asset Management Arm
46,131€137.3k15,400%no data
0.12%
Susan Snow
39,876€118.7k180%no data
0.11%
Schonfeld Strategic Advisors LLC
35,543€105.8k0%no data
0.1%
James Amos
34,966€104.1k-64.5%no data
0.096%
Marshall Wace LLP
32,132€95.6k0%no data
0.052%
Balyasny Asset Management L.P.
17,309€51.5k0%no data
0.044%
Susquehanna International Group, LLP, Asset Management Arm
14,814€44.1k0%no data
0.039%
Charles Schwab Investment Management, Inc.
12,964€38.6k0%no data
0.032%
Point72 Asset Management, L.P.
10,715€31.9k0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/11 01:04
End of Day Share Price 2025/05/09 00:00
Earnings2025/03/31
Annual Earnings2024/06/30

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.

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

NeoVolta Inc. is covered by 1 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.

AnalystInstitution
Tate SullivanMaxim Group