Adams Resources & Energy Ownership

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

Recent Insider Transactions

DB:5QT Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
10 Dec 24	Sell€2,152,329	THG Securities Advisors, LLC	Company	63,363	€35.56
13 Nov 24	Sell€105,155	Mark Holdsworth	Individual	3,000	€35.05
28 Jun 24	Buy€3,750	Kevin Roycraft	Individual	144	€26.04
27 Jun 24	Buy€390,329	THG Securities Advisors, LLC	Company	16,135	€25.02
25 Jun 24	Buy€3,500	Michael Leggio	Individual	150	€23.33
18 Jun 24	Buy€4,609	Tracy Ohmart	Individual	200	€23.04
17 Jun 24	Buy€3,504	Tracy Ohmart	Individual	149	€23.73
14 Jun 24	Buy€3,314	Kevin Roycraft	Individual	139	€23.84
29 May 24	Buy€9,616	John Niemann	Individual	400	€24.04
28 May 24	Buy€4,965	Michael Leggio	Individual	200	€24.82
26 Mar 24	Buy€3,796	Kevin Roycraft	Individual	150	€25.31
26 Mar 24	Buy€1,197	Wade Harrison	Individual	48	€24.93
18 Mar 24	Buy€3,087	Kevin Roycraft	Individual	137	€22.54

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of 5QT?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	69,118	2.68%
Hedge Funds	188,856	7.34%
General Public	1,042,103	40.5%
Institutions	1,274,198	49.5%

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

Top Shareholders

Top 25 shareholders own 57.34% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.53%	Dimensional Fund Advisors LP	245,241	€9.0m	-3.74%	no data
7.38%	Needham Investment Management, LLC	190,000	€7.0m	-7.99%	0.54%
7.34%	Renaissance Technologies LLC	188,856	€6.9m	0.64%	0.01%
4.47%	Aegis Financial Corporation	115,111	€4.2m	0%	1.3%
3.83%	The Vanguard Group, Inc.	98,477	€3.6m	20.3%	no data
3.61%	BlackRock, Inc.	92,955	€3.4m	0.96%	no data
3.24%	THG Securities Advisors, LLC	83,353	€3.1m	-37.3%	no data
2.72%	Bridgeway Capital Management, LLC	70,084	€2.6m	0.54%	0.04%
2.48%	Acadian Asset Management LLC	63,810	€2.3m	0%	0.01%
2.2%	Wells Fargo & Company, Securities and Brokerage Investments	56,742	€2.1m	-1.52%	no data
1.59%	Ancora Advisors LLC	40,813	€1.5m	0%	0.04%
1.24%	First Wilshire Securities Management, Inc.	31,889	€1.2m	0%	0.34%
0.98%	Geode Capital Management, LLC	25,124	€924.1k	8.26%	no data
0.89%	Round Hill Asset Management Inc.	22,979	€845.3k	71.6%	0.58%
0.84%	Northern Trust Global Investments	21,647	€796.3k	0.39%	no data
0.83%	Wittenberg Investment Management Inc	21,315	€784.0k	1.62%	0.25%
0.79%	Cerity Partners LLC	20,350	€748.5k	117%	no data
0.56%	Raymond James Financial Inc., Asset Management Arm	14,363	€528.3k	0.27%	no data
0.48%	Bard Associates Inc.	12,438	€457.5k	13.1%	0.16%
0.48%	Arrowstreet Capital, Limited Partnership	12,382	€455.5k	0%	no data
0.42%	Trey Bosard	10,824	€398.1k	88.6%	no data
0.37%	Kevin Roycraft	9,645	€354.8k	0%	no data
0.36%	Townes Pressler	9,317	€342.7k	0%	no data
0.36%	O'Shaughnessy Asset Management, LLC	9,308	€342.4k	21%	no data
0.36%	Citadel Advisors LLC	9,160	€336.9k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/02 00:28
End of Day Share Price	2025/01/02 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

Adams Resources & Energy, Inc. is covered by 2 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.

Analyst	Institution
Liam Burke	B. Riley Securities, Inc.
Pankaj Kumar	Virtua Research Inc.