Energy Recovery Ownership

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


Recent Insider Transactions

DB:5E2 Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
11 Dec 24Sell€321,778Arve HanstveitIndividual20,000€16.09
28 Oct 24Sell€174,710Farshad GhasripoorIndividual10,526€16.60
28 Oct 24Sell€108,036Rodney ClementeIndividual6,505€16.61
28 Oct 24Sell€42,341David MoonIndividual2,550€16.60
05 Aug 24Buy€43,755David MoonIndividual3,000€14.59
29 Jul 24Sell€27,197William YeungIndividual2,012€13.52
29 Jul 24Sell€55,137Farshad GhasripoorIndividual4,079€13.52
29 Jul 24Sell€31,806Rodney ClementeIndividual2,353€13.52
18 Jun 24Sell€14,493David MoonIndividual1,219€11.89
07 Jun 24Sell€244,207Arve HanstveitIndividual20,000€12.21
28 May 24Sell€50,444Joshua BallardIndividual4,051€12.45
08 May 24Sell€440,638Arve HanstveitIndividual35,000€12.59
07 May 24Buy€131,073David MoonIndividual10,500€12.48
11 Mar 24Sell€13,408William YeungIndividual978€13.71
11 Mar 24Sell€11,311Rodney ClementeIndividual825€13.71
11 Mar 24Sell€13,422Joshua BallardIndividual979€13.71
04 Mar 24Sell€221,307Yu-Lang MaoIndividual15,270€14.49
28 Feb 24Sell€714,956Arve HanstveitIndividual50,000€14.30
27 Feb 24Buy€153,644David MoonIndividual10,750€14.29
05 Feb 24Sell€15,520Farshad GhasripoorIndividual1,118€13.88
05 Feb 24Sell€13,535Rodney ClementeIndividual975€13.88
05 Feb 24Sell€14,062William YeungIndividual1,013€13.88
02 Feb 24Sell€30,474William YeungIndividual2,133€14.49
02 Feb 24Sell€32,517Rodney ClementeIndividual2,277€14.49
02 Feb 24Sell€34,974Farshad GhasripoorIndividual2,449€14.49
01 Feb 24Sell€10,755Joshua BallardIndividual746€14.42
30 Jan 24Sell€12,085William YeungIndividual823€14.68
30 Jan 24Sell€12,188Rodney ClementeIndividual830€14.68
30 Jan 24Sell€13,083Farshad GhasripoorIndividual891€14.68

Insider Trading Volume

Insider Buying: 5E2 insiders have only sold shares in the past 3 months.


Ownership Breakdown

What is the ownership structure of 5E2?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders1,373,6202.37%
General Public5,938,53510.3%
Institutions50,581,74487.4%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 2.4%.


Top Shareholders

Top 25 shareholders own 66.56% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.43%
BlackRock, Inc.
5,460,911€79.3m5.57%no data
6.87%
Columbia Management Investment Advisers, LLC
3,975,461€57.8m11.1%0.01%
6.06%
Brown Capital Management, LLC
3,508,769€51.0m-8.19%0.75%
5.83%
FMR LLC
3,373,312€49.0m-2.65%no data
5.54%
The Vanguard Group, Inc.
3,209,088€46.6m0.88%no data
3.81%
Fidelity International Ltd
2,207,913€32.1m-2.35%0.01%
3.32%
Diamond Hill Capital Management, Inc.
1,921,009€27.9m-8.57%0.13%
2.45%
State Street Global Advisors, Inc.
1,417,326€20.6m0.15%no data
2.35%
Geode Capital Management, LLC
1,358,620€19.7m4.32%no data
2.14%
KBC Asset Management NV
1,238,219€18.0m14.1%0.03%
2.12%
Avenir Corporation
1,228,340€17.8m-7.41%1.92%
2.02%
Alpha Wave Global, LP
1,171,586€17.0m93%1.73%
1.51%
Baillie Gifford & Co.
876,188€12.7m0%0.01%
1.47%
Arve Hanstveit
852,055€12.4m-2.29%no data
1.25%
Invesco Capital Management LLC
725,169€10.5m-3.11%no data
1.18%
Legal & General Investment Management Limited
682,856€9.9m8.45%no data
1.17%
Dimensional Fund Advisors LP
678,843€9.9m-8.84%no data
1.16%
UniSuper Management Pty Ltd
669,118€9.7m63%0.07%
1.07%
RobecoSAM AG
618,269€9.0m0%0.11%
1.05%
Goldman Sachs Asset Management, L.P.
605,791€8.8m0.87%no data
1%
New York State Common Retirement Fund
581,813€8.5m-22%0.01%
0.99%
Morgan Stanley, Investment Banking and Brokerage Investments
571,636€8.3m-0.7%no data
0.98%
GO ETF Solutions LLP
567,893€8.3m0%0.14%
0.92%
Northern Trust Global Investments
535,288€7.8m1.21%no data
0.86%
Montanaro Asset Management Ltd.
496,000€7.2m-2.17%0.71%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/20 00:01
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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.

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 here.

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 .

Analyst Sources

Energy Recovery, Inc. is covered by 29 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.

AnalystInstitution
Jinming LiuArdour Capital Investments, LLC
J. HorwitzBaird
Ryan ConnorsBoenning & Scattergood, Inc.