Horace Mann Educators Ownership

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

Recent Insider Transactions

DB:HM9 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
13 Nov 24	Sell€198,576	Donald Carley	Individual	5,000	€39.72
08 Nov 24	Sell€637,673	Bret Conklin	Individual	16,525	€39.05
07 Nov 24	Sell€119,262	Kimberly Johnson	Individual	3,000	€39.75
07 Nov 24	Sell€98,273	Donald Carley	Individual	2,500	€39.31
28 Mar 24	Sell€42,818	Marita Zuraitis	Individual	1,250	€34.25
26 Mar 24	Sell€166,266	Kimberly Johnson	Individual	5,000	€33.25
12 Mar 24	Sell€160,766	Donald Carley	Individual	5,000	€32.15
04 Mar 24	Buy€122,464	Victor Fetter	Individual	3,700	€33.10
04 Mar 24	Sell€127,252	Bret Conklin	Individual	3,861	€32.96
08 Feb 24	Sell€92,807	Marita Zuraitis	Individual	2,700	€34.37
29 Jan 24	Sell€740,099	Marita Zuraitis	Individual	21,600	€34.26

Insider Trading Volume

Insider Buying: HM9 insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of HM9?
Owner Type	Number of Shares	Ownership Percentage
State or Government	10,531	0.0248%
Individual Insiders	199,459	0.469%
Institutions	42,318,650	99.5%

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

Top Shareholders

Top 25 shareholders own 83.32% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.4%	BlackRock, Inc.	5,877,901	€221.7m	0.19%	no data
12.2%	The Vanguard Group, Inc.	4,972,220	€187.5m	-0.75%	no data
6.91%	Franklin Resources, Inc.	2,816,062	€106.2m	14%	0.04%
6.41%	Dimensional Fund Advisors LP	2,612,621	€98.5m	3.11%	0.02%
6.02%	Fuller & Thaler Asset Management, Inc.	2,453,018	€92.5m	-36.7%	0.39%
4.01%	State Street Global Advisors, Inc.	1,633,717	€61.6m	1.29%	no data
3.3%	EARNEST Partners, LLC	1,345,518	€50.7m	-5.65%	0.23%
2.88%	DePrince, Race & Zollo, Inc.	1,175,633	€44.3m	8.48%	0.94%
2.62%	Brown Advisory Incorporated	1,068,934	€40.3m	3.28%	0.05%
2.41%	Hotchkis and Wiley Capital Management, LLC	980,515	€37.0m	-1.2%	0.12%
2.34%	Geode Capital Management, LLC	954,080	€36.0m	2.4%	no data
2.22%	GW&K Investment Management, LLC	905,688	€34.2m	-4.23%	0.3%
1.87%	T. Rowe Price Group, Inc.	762,054	€28.7m	2,020%	no data
1.8%	Cramer Rosenthal McGlynn LLC	734,157	€27.7m	-8.68%	1.63%
1.77%	Managed Account Advisors LLC	720,331	€27.2m	-15%	0.01%
1.59%	American Beacon Advisors, Inc.	646,680	€24.4m	0%	0.6%
1.53%	Invesco Capital Management LLC	622,281	€23.5m	16.3%	0.01%
1.37%	Charles Schwab Investment Management, Inc.	558,310	€21.1m	1.13%	no data
1.27%	Columbia Management Investment Advisers, LLC	519,529	€19.6m	-0.67%	no data
1.18%	Bridgeway Capital Management, LLC	479,194	€18.1m	3.59%	0.3%
1.07%	Northern Trust Global Investments	436,365	€16.5m	2.53%	no data
1.05%	Arrowstreet Capital, Limited Partnership	427,467	€16.1m	291%	0.01%
1.04%	Morgan Stanley, Investment Banking and Brokerage Investments	422,691	€15.9m	66.2%	no data
1.03%	Russell Investment Management, LLC	419,074	€15.8m	13.2%	0.02%
1.02%	BNY Asset Management	414,350	€15.6m	-9.73%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/19 08:04
End of Day Share Price	2024/12/19 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

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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

Horace Mann Educators Corporation is covered by 10 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.

Analyst	Institution
Bijan Moazami	Guggenheim Securities, LLC
Robert Glasspiegel	Janney Montgomery Scott LLC
Matthew Carletti	JMP Securities