PensionBee Group Ownership

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

Recent Insider Transactions

LSE:PBEE Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
20 Dec 23	SellUK£4,523	G. Wood	Individual		5,025	UK£0.90

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of PBEE?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	3,534,140	1.58%
General Public	10,242,538	4.57%
Employee Share Scheme	42,596,389	19%
Institutions	70,664,661	31.5%
Individual Insiders	97,063,335	43.3%

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

Top Shareholders

Top 25 shareholders own 91.96% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
35.7%	Romina Savova	80,040,722	UK£110.5m	0%	no data
19%	Pensionbee Group Plc, ESOP	42,596,389	UK£58.8m	-12.1%	no data
6.41%	Morgan Stanley, Investment Banking and Brokerage Investments	14,375,002	UK£19.8m	70.7%	no data
5.95%	Jonathan R. Parsons	13,322,800	UK£18.4m	0%	no data
3.95%	State Street Global Advisors, Inc.	8,841,213	UK£12.2m	0.95%	no data
3.6%	Mudita Advisors Llp	8,077,106	UK£11.1m	0%	7.6%
3.52%	Norges Bank Investment Management	7,884,889	UK£10.9m	6.07%	no data
1.74%	Cassini Capital Management LLC	3,902,727	UK£5.4m	0%	9.99%
1.38%	D & A Holdings Limited	3,084,540	UK£4.3m	-1.06%	no data
1.26%	G. Wood	2,822,175	UK£3.9m	0%	no data
1.21%	Mudita Partners LP	2,722,672	UK£3.8m	0%	no data
0.86%	Rowanmoor Group Plc, Asset Management Arm	1,920,000	UK£2.6m	0%	84.3%
0.78%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	1,756,785	UK£2.4m	69.1%	no data
0.68%	Credit Suisse, Investment Banking and Securities Investments	1,530,000	UK£2.1m	0%	0.01%
0.68%	Legal & General Investment Management Limited	1,518,244	UK£2.1m	0.81%	no data
0.65%	Massachusetts Institute of Technology Investment Management Company	1,451,707	UK£2.0m	0%	0.13%
0.65%	Deka Investment GmbH	1,446,400	UK£2.0m	0%	no data
0.61%	Lombard Odier Asset Management (Europe) Ltd.	1,366,104	UK£1.9m	0%	0.03%
0.55%	The Royal Bank Of Scotland plc, Asset Management Arm	1,230,430	UK£1.7m	0%	0.12%
0.54%	Baillie Gifford & Co.	1,221,139	UK£1.7m	-52.1%	no data
0.52%	Goldman Sachs Asset Management, L.P.	1,175,498	UK£1.6m	-55.2%	no data
0.46%	Union Asset Management Holding AG	1,025,000	UK£1.4m	12.1%	no data
0.43%	Seven Canyons Advisors, LLC	967,620	UK£1.3m	0%	1.4%
0.42%	Barclays Bank PLC, Wealth and Investment Management Division	931,548	UK£1.3m	-6.3%	0.01%
0.39%	DZ Bank AG, Asset Management Arm	864,358	UK£1.2m	0%	0.02%