PriceSmart Ownership

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

Recent Insider Transactions

DB:PS8 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
13 Nov 24	Sell€275,198	Paul Kovaleski	Individual	3,235	€85.07
12 Nov 24	Sell€337,852	Michael McCleary	Individual	4,000	€84.46
08 Nov 24	Sell€701,000	John Hildebrandt	Individual	8,350	€83.95
07 Nov 24	Sell€461,284	Jeffrey Fisher	Individual	5,478	€84.21
06 Nov 24	Sell€236,368	David Price	Individual	2,750	€85.95
10 Oct 24	Sell€68,905	Francisco Velasco	Individual	827	€83.32
29 Aug 24	Sell€53,864	Francisco Velasco	Individual	670	€80.39
23 Jul 24	Sell€322,461	Michael McCleary	Individual	4,000	€80.62
19 Jul 24	Sell€161,379	David Price	Individual	2,000	€80.69
19 Jul 24	Sell€64,003	Edgar Zurcher	Individual	795	€80.51
17 Jul 24	Sell€1,829,831	Sherry Bahrambeygui	Individual	23,141	€82.13
17 Jul 24	Sell€228,479	Jeffrey Fisher	Individual	2,776	€82.31
16 Jul 24	Sell€564,241	Jeffrey Fisher	Individual	7,224	€78.11
16 Jul 24	Sell€103,768	Francisco Velasco	Individual	1,298	€79.94
15 May 24	Sell€872,049	Sherry Bahrambeygui	Individual	11,022	€79.20
10 May 24	Sell€173,367	John Hildebrandt	Individual	2,220	€79.12
08 May 24	Sell€793,594	Sherry Bahrambeygui	Individual	10,000	€79.53
01 May 24	Sell€121,972	Sherry Bahrambeygui	Individual	1,569	€77.85
29 Apr 24	Sell€402,045	Sherry Bahrambeygui	Individual	5,201	€77.30
29 Apr 24	Sell€458,736	John Hildebrandt	Individual	6,000	€76.46
29 Apr 24	Sell€89,689	Paul Kovaleski	Individual	1,176	€76.27
26 Apr 24	Sell€113,135	Sherry Bahrambeygui	Individual	1,500	€75.42
15 Apr 24	Sell€70,377	Gordon Hanson	Individual	937	€75.11
12 Apr 24	Sell€79,914	Edgar Zurcher	Individual	1,075	€74.34

Insider Trading Volume

Insider Buying: PS8 insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of PS8?
Owner Type	Number of Shares	Ownership Percentage
State or Government	8,934	0.0286%
Private Companies	194,239	0.621%
Individual Insiders	2,449,986	7.83%
Institutions	28,626,931	91.5%

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

Top Shareholders

Top 25 shareholders own 86.46% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
13.4%	BlackRock, Inc.	4,004,226	€359.8m	-0.35%	0.01%
11.4%	The Vanguard Group, Inc.	3,419,948	€307.3m	-0.61%	no data
9.42%	EdgePoint Investment Group Inc.	2,818,927	€253.3m	2.7%	1.36%
8.67%	Price Charities, Endowment Arm	2,594,421	€233.1m	0%	no data
6.14%	Black Creek Investment Management Inc.	1,836,987	€165.1m	17.4%	2.53%
5.72%	Robert Price	1,711,817	€153.8m	-0.61%	no data
4.34%	Dimensional Fund Advisors LP	1,299,751	€116.8m	-0.73%	0.02%
3.95%	American Century Investment Management Inc	1,182,588	€106.3m	8.9%	0.05%
3.95%	FMR LLC	1,182,126	€106.2m	5.84%	0.01%
3.43%	State Street Global Advisors, Inc.	1,027,385	€92.3m	-1.34%	no data
2.29%	Geode Capital Management, LLC	684,870	€61.5m	3.82%	no data
1.61%	Copeland Capital Management, LLC	481,182	€43.2m	18.7%	0.81%
1.5%	Kayne Anderson Rudnick Investment Management, LLC	447,355	€40.2m	-14.4%	0.09%
1.47%	Charles Schwab Investment Management, Inc.	438,517	€39.4m	3.6%	0.01%
1.1%	Price Philanthropies Foundation, Endowment Arm	329,334	€29.6m	0%	no data
1.05%	Northern Trust Global Investments	313,793	€28.2m	4.85%	no data
0.93%	Grantham Mayo Van Otterloo & Co. LLC	279,405	€25.1m	10.5%	0.06%
0.86%	Invesco Capital Management LLC	257,351	€23.1m	4.2%	0.01%
0.84%	Nitorum Capital, L.P.	252,663	€22.7m	7.34%	2.51%
0.8%	BNY Asset Management	240,696	€21.6m	-8.5%	no data
0.76%	LSV Asset Management	227,278	€20.4m	-3.11%	0.04%
0.73%	RBC Global Asset Management Inc.	217,524	€19.5m	-2.2%	0.01%
0.7%	The London Company of Virginia, LLC	209,291	€18.8m	1.15%	0.1%
0.7%	St. James's Place Wealth Management Group Ltd.	208,474	€18.7m	0%	0.13%
0.68%	Columbia Management Investment Advisers, LLC	202,572	€18.2m	160%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/02 04:53
End of Day Share Price	2025/01/02 00:00
Earnings	2024/08/31
Annual Earnings	2024/08/31

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

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

PriceSmart, Inc. is covered by 9 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
Ronald Bookbinder	Benchmark Company
David Strasser	Janney Montgomery Scott LLC
Pedro Baptista	Jefferies LLC