Alaris Equity Partners Income Trust Ownership

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

Recent Insider Transactions

DB:5UK Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
11 Dec 24	Sell€69,443	Matthew McIntyre	Individual		5,419	€12.81

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of 5UK?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,453,923	3.2%
Institutions	3,143,694	6.91%
General Public	40,900,574	89.9%

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

Top Shareholders

Top 25 shareholders own 9.78% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
1.96%	Stephen King	891,089	€11.4m	3.07%	no data
1.36%	NewGen Asset Management Limited	617,600	€7.9m	0%	2.7%
1.06%	Dimensional Fund Advisors LP	484,049	€6.2m	0%	no data
1.04%	Pembroke Management Ltd.	473,918	€6.1m	0%	0.55%
0.96%	Cumberland Partners Limited	434,590	€5.6m	0.68%	0.35%
0.86%	Timelo Investment Management Inc.	392,570	€5.0m	0%	9.84%
0.37%	Onex Canada Asset Management Inc.	167,534	€2.2m	0%	0.2%
0.27%	BlackRock, Inc.	122,657	€1.6m	10.8%	no data
0.25%	National Bank Trust Inc., Asset Management Arm	112,499	€1.4m	0%	0.03%
0.22%	Invesco Capital Management LLC	100,931	€1.3m	2.64%	no data
0.19%	Hillsdale Investment Management Inc.	87,300	€1.1m	0%	0.05%
0.17%	Gregg Delcourt	77,992	€1.0m	23.8%	no data
0.17%	Michael Ervin	76,797	€985.7k	19.9%	no data
0.16%	Curtis Krawetz	73,701	€946.0k	13.6%	no data
0.15%	Robert Bertram	68,337	€877.1k	7.89%	no data
0.088%	Daniel MacEachern	39,905	€512.2k	28.3%	no data
0.08%	Amanda Frazer	36,525	€468.8k	33.7%	no data
0.076%	Marla Evans	34,696	€445.3k	27%	no data
0.071%	E. Shier	32,500	€417.1k	0%	no data
0.05%	State Street Global Advisors, Inc.	22,841	€293.2k	-1.01%	no data
0.049%	Elizabeth McCarthy	22,259	€285.7k	41.4%	no data
0.047%	CIBC Asset Management Inc.	21,500	€275.9k	9.69%	no data
0.045%	Kimberley Lynch Proctor	20,558	€263.8k	16.6%	no data
0.044%	Sophia Langlois	20,163	€258.8k	0%	no data
0.041%	Shawn Ostrow	18,614	€238.9k	45.1%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/25 00:24
End of Day Share Price	2024/12/23 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

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

Alaris Equity Partners Income Trust is covered by 15 analysts. 5 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
Trevor Reynolds	Acumen Capital Finance Partners Limited
Christopher Murray	ATB Capital Markets
Scott Chan	Canaccord Genuity