Vertex Energy Ownership

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

Recent Insider Transactions

BMV:VTNR * Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
07 Aug 24	BuyMex$4,719	BlackRock, Inc.	Company		514	Mex$9.18
10 Apr 24	SellMex$43,061	Odeh Khoury	Individual		2,250	Mex$19.14

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 VTNR *?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	108,265	0.116%
Individual Insiders	8,021,254	8.58%
Institutions	29,378,382	31.4%
General Public	56,006,445	59.9%

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

Top Shareholders

Top 25 shareholders own 35.41% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
6.63%	The Vanguard Group, Inc.	6,195,663	Mex$6.0m	27%	no data
6.53%	Benjamin Cowart	6,104,023	Mex$5.9m	0%	no data
4.41%	QVT Financial LP	4,125,000	Mex$4.0m	41%	0.01%
3.99%	BlackRock, Inc.	3,728,831	Mex$3.6m	147%	no data
2.39%	Hotchkis and Wiley Capital Management, LLC	2,239,240	Mex$2.2m	0.88%	no data
1.41%	Pennsylvania Public School Employees' Retirement System	1,319,467	Mex$1.3m	0%	no data
1.1%	Christopher Carlson	1,026,076	Mex$986.7k	0%	no data
1%	Geode Capital Management, LLC	933,626	Mex$897.8k	-43.5%	no data
0.91%	Susquehanna International Group, LLP, Asset Management Arm	850,449	Mex$817.8k	53.7%	no data
0.75%	Millennium Management LLC	705,219	Mex$678.2k	0%	no data
0.69%	NWAM, LLC	649,377	Mex$624.5k	0%	0.01%
0.58%	Segment Wealth Management, LLC	538,775	Mex$518.1k	0%	no data
0.57%	Jane Street Group, LLC, Asset Management Arm	537,306	Mex$516.7k	130%	no data
0.55%	Northern Trust Global Investments	516,330	Mex$496.5k	-9.51%	no data
0.54%	Columbia Management Investment Advisers, LLC	507,635	Mex$488.2k	-0.12%	no data
0.52%	John Strickland	483,587	Mex$465.0k	0%	no data
0.37%	Group One Trading LP, Asset Management Arm	347,806	Mex$334.5k	25.7%	no data
0.34%	Goldman Sachs Group, Investment Banking and Securities Investments	319,359	Mex$307.1k	16.9%	no data
0.34%	Invesco Capital Management LLC	317,849	Mex$305.7k	-34.1%	no data
0.33%	Atria Wealth Solutions, Inc.	311,140	Mex$299.2k	-0.48%	no data
0.32%	Wells Fargo & Company, Securities and Brokerage Investments	300,965	Mex$289.4k	-10.2%	no data
0.32%	State Street Global Advisors, Inc.	295,872	Mex$284.5k	-77.9%	no data
0.31%	Robert W. Baird & Co. Incorporated, Asset Management Arm	289,634	Mex$278.5k	-8.52%	no data
0.25%	Daniel Borgen	238,181	Mex$229.0k	0%	no data
0.24%	Alpine Global Management, LLC	228,049	Mex$219.3k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/11/04 11:25
End of Day Share Price	2024/08/07 00:00
Earnings	2024/06/30
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

Vertex Energy, Inc. is covered by 9 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
Manav Gupta	Credit Suisse
Amit Dayal	H.C. Wainwright & Co.
Scott Levine	Imperial Capital