United States Lime & Minerals Ownership

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

Recent Insider Transactions

DB:ULI Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
20 Nov 24	Sell€5,914,984	Timothy Byrne	Individual	44,215	€134.79
12 Nov 24	Sell€230,467	Nathan O'neill	Individual	1,750	€131.70
22 Aug 24	Sell€841,384	Richard Cardin	Individual	12,000	€70.12
07 Jun 24	Sell€2,549,681	Timothy Byrne	Individual	41,005	€62.97
06 Jun 24	Sell€7,709	Timothy Byrne	Individual	125	€61.67
14 Mar 24	Sell€114,088	Sandra Duhe	Individual	2,135	€53.44
15 Feb 24	Sell€1,892,607	Timothy Byrne	Individual	39,265	€48.57

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of ULI?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	246,250	0.864%
General Public	2,715,313	9.53%
Institutions	7,887,692	27.7%
Private Companies	17,653,780	61.9%

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

Top Shareholders

Top 25 shareholders own 86.49% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
61.9%	Inberdon Enterprises Ltd.	17,653,780	€2.3b	0%	no data
3.67%	BlackRock, Inc.	1,044,936	€136.2m	-1.51%	no data
3.16%	Dimensional Fund Advisors LP	902,045	€117.6m	-5.33%	0.02%
2.66%	Renaissance Technologies LLC	757,650	€98.8m	-4.64%	0.15%
2.47%	The Vanguard Group, Inc.	703,610	€91.7m	5.52%	no data
1.72%	Thrivent Investment Management Inc.	489,909	€63.9m	-39.5%	0.12%
1.68%	Mirae Asset Global Investments Co., Ltd.	478,594	€62.4m	1.95%	0.05%
1.24%	Royce & Associates, LP	352,200	€45.9m	-15.5%	0.4%
1.08%	Geode Capital Management, LLC	308,049	€40.2m	4.54%	no data
1.03%	William Blair Investment Management, LLC	294,140	€38.3m	1.45%	0.05%
0.85%	State Street Global Advisors, Inc.	242,826	€31.7m	4.33%	no data
0.79%	Select Equity Group, L.P.	224,406	€29.3m	0%	0.1%
0.65%	Invesco Capital Management LLC	185,112	€24.1m	-9.3%	0.01%
0.38%	Morgan Stanley, Investment Banking and Brokerage Investments	108,672	€14.2m	22.1%	no data
0.37%	Northern Trust Global Investments	106,485	€13.9m	3.71%	no data
0.36%	Timothy Byrne	103,050	€13.4m	-30.2%	no data
0.36%	Diamond Hill Capital Management, Inc.	103,033	€13.4m	-9.6%	0.06%
0.31%	First Trust Advisors LP	89,356	€11.6m	-14.4%	0.01%
0.3%	Antoine Doumet	86,000	€11.2m	0%	no data
0.3%	Charles Schwab Investment Management, Inc.	85,757	€11.2m	3.53%	no data
0.28%	BNY Asset Management	80,747	€10.5m	-8%	no data
0.25%	American Century Investment Management Inc	70,268	€9.2m	7.12%	no data
0.23%	North Star Investment Management Corporation	66,850	€8.7m	0%	0.62%
0.21%	Cardinal Capital Management, Inc.	58,666	€7.6m	4.56%	1.25%
0.2%	AQR Capital Management, LLC	56,196	€7.3m	13.8%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/30 14:17
End of Day Share Price	2024/12/30 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

United States Lime & Minerals, Inc. is covered by 1 analysts. 0 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
Suryanarayana Pentakota	Virtua Research Inc.