Braemar Ownership

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

Recent Insider Transactions

DB:5K9 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
25 Nov 24	Sell€34,150	Tristram Simmonds	Individual	11,634	€2.94
21 Nov 24	Buy€29,560	James Christopher Gundy	Individual	10,000	€2.96
21 Nov 24	Buy€11,746	Grant Foley	Individual	4,000	€2.94
21 Nov 24	Buy€14,564	Alistair Borthwick	Individual	5,000	€2.91
20 Nov 24	Sell€5,762	Tristram Simmonds	Individual	1,866	€3.09
08 Aug 24	Buy€34,745	James Christopher Gundy	Individual	10,000	€3.47
08 Jul 24	Sell€284,470	James Christopher Gundy	Individual	80,156	€3.55
08 Jul 24	Sell€44,096	Tristram Simmonds	Individual	12,425	€3.55
08 Jul 24	Sell€31,497	Alistair Borthwick	Individual	8,875	€3.55
23 May 24	Buy€22,516	James Christopher Gundy	Individual	6,600	€3.41

Insider Trading Volume

Insider Buying: 5K9 insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of 5K9?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	43,638	0.138%
Employee Share Scheme	1,227,361	3.87%
Private Companies	2,424,359	7.65%
Individual Insiders	2,608,029	8.23%
General Public	12,102,686	38.2%
Institutions	13,268,087	41.9%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 10.4%.

Top Shareholders

Top 25 shareholders own 50.86% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
5.33%	Schroder Investment Management Limited	1,687,326	€4.8m	32,000%	no data
5.04%	Horizon Kinetics Holding Corporation	1,596,030	€4.6m	-10.6%	0.06%
3.91%	Quentin Soanes	1,238,990	€3.5m	0%	no data
3.87%	Braemar Shipping Services Plc, ESOP	1,227,361	€3.5m	-48.1%	no data
3.38%	JM Finn & Co Ltd.	1,069,650	€3.1m	10.5%	0.06%
3.16%	Lightship S.a.	1,000,000	€2.9m	0%	no data
3.12%	James Christopher Gundy	988,907	€2.8m	12.6%	no data
3.11%	Minna Invest GmbH	985,116	€2.8m	-0.73%	no data
2.97%	HBOS Investment Fund Managers Limited	942,099	€2.7m	-1.96%	0.02%
2.19%	National Financial Services LLC, Asset Management Arm	693,687	€2.0m	-0.77%	0.06%
2.03%	RBC Global Asset Management Inc.	642,150	€1.8m	0%	no data
1.5%	Teviot Partners LLP	475,651	€1.4m	11.4%	0.63%
1.32%	Charles Stanley & Co. Ltd, Asset Management Arm	417,509	€1.2m	-7.06%	0.01%
1.21%	HSBC Global Asset Management (UK) Limited	381,815	€1.1m	-2.04%	no data
1.04%	Standard Bank Group, Asset Management Arm	330,000	€941.1k	0%	0.18%
1.01%	Arbuthnot Latham & Co. Limited, Asset Management Arm	321,120	€915.8k	0%	3.48%
0.96%	GW&K Investment Management, LLC	302,650	€863.1k	0%	0.01%
0.92%	Tristram Simmonds	292,620	€834.5k	-12.4%	no data
0.87%	Quai Investment Services Limited	274,823	€783.8k	0%	no data
0.78%	Rathbones Investment Management Limited	247,387	€705.5k	0%	no data
0.69%	Slater Investments Limited	220,000	€627.4k	0%	0.06%
0.68%	Dimensional Fund Advisors LP	215,022	€613.2k	0%	no data
0.61%	Barclays Bank PLC, Wealth and Investment Management Division	194,149	€553.7k	919%	0.01%
0.61%	UBS Asset Management AG	192,398	€548.7k	111%	no data
0.55%	Evelyn Partners Investment Management LLP	172,790	€492.8k	63.6%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/26 06:16
End of Day Share Price	2024/12/23 00:00
Earnings	2024/08/31
Annual Earnings	2024/02/29

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

Braemar Plc is covered by 9 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
Damian Brewer	Canaccord Genuity
Robin Byde	Cantor Fitzgerald Europe
Ian McInally	Cavendish