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	Shares	Max Price
21 Jun 24	SellUK£421,158	G. Wood	Individual	274,370	UK£1.54
21 Jun 24	SellUK£6,143,126	Romina Savova	Individual	4,002,036	UK£1.54
21 Jun 24	SellUK£2,045,050	Jonathan R. Parsons	Individual	1,332,280	UK£1.54
20 Dec 23	SellUK£4,523	G. Wood	Individual	5,025	UK£0.90

Insider Trading Volume

Insider Buying: PBEE insiders have only sold shares 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	1.57%
General Public	13,480,270	6%
Employee Share Scheme	42,596,389	19%
Institutions	73,775,929	32.8%
Individual Insiders	91,389,649	40.7%

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

Top Shareholders

Top 25 shareholders own 90.54% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
33.8%	Romina Savova	76,038,686	UK£120.1m	-5%	no data
19%	Pensionbee Group Plc, ESOP	42,596,389	UK£67.3m	-12.1%	no data
7%	Morgan Stanley, Investment Banking and Brokerage Investments	15,729,806	UK£24.9m	9.42%	no data
5.33%	Jonathan R. Parsons	11,990,520	UK£18.9m	-10%	no data
4.37%	Mudita Advisors Llp	9,833,419	UK£15.5m	21.7%	10.71%
3.93%	State Street Global Advisors, Inc.	8,841,213	UK£14.0m	0.95%	no data
3.51%	Norges Bank Investment Management	7,884,889	UK£12.5m	6.07%	no data
1.74%	Cassini Capital Management LLC	3,902,727	UK£6.2m	0%	13.17%
1.37%	D&A (UK) Holdings Limited	3,084,540	UK£4.9m	-1.06%	no data
1.21%	Mudita Partners LP	2,722,672	UK£4.3m	0%	no data
1.1%	G. Wood	2,482,805	UK£3.9m	-12%	no data
0.85%	Rowanmoor Group Plc, Asset Management Arm	1,920,000	UK£3.0m	0%	84.83%
0.78%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	1,756,785	UK£2.8m	69.1%	no data
0.68%	Credit Suisse, Investment Banking and Securities Investments	1,530,000	UK£2.4m	0%	0.01%
0.68%	Legal & General Investment Management Limited	1,518,244	UK£2.4m	0.81%	no data
0.65%	Massachusetts Institute of Technology Investment Management Company	1,451,707	UK£2.3m	0%	0.16%
0.64%	Deka Investment GmbH	1,446,400	UK£2.3m	0%	no data
0.61%	Lombard Odier Asset Management (Europe) Ltd.	1,366,104	UK£2.2m	0%	0.04%
0.55%	The Royal Bank Of Scotland plc, Asset Management Arm	1,230,430	UK£1.9m	0%	0.14%
0.54%	Baillie Gifford & Co.	1,221,139	UK£1.9m	-52.1%	no data
0.52%	Goldman Sachs Asset Management, L.P.	1,175,498	UK£1.9m	-55.2%	no data
0.46%	Union Asset Management Holding AG	1,025,000	UK£1.6m	12.1%	no data
0.43%	Seven Canyons Advisors, LLC	967,620	UK£1.5m	0%	2.22%
0.41%	Barclays Bank PLC, Wealth and Investment Management Division	931,548	UK£1.5m	-6.3%	0.02%
0.38%	DZ Bank AG, Asset Management Arm	864,358	UK£1.4m	0%	0.02%