Enterprise Bancorp Ownership

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

Recent Insider Transactions

NasdaqGS:EBTC Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
01 Mar 24	BuyUS$48,199	Michael Putziger	Individual	1,755	US$27.47
28 Feb 24	BuyUS$34,967	Joseph Lussier	Individual	1,320	US$26.49
27 Feb 24	SellUS$3,030,000	Kenneth Ansin	Individual	120,000	US$25.25

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 EBTC?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	2,825,917	23%
Institutions	4,248,515	34.6%
General Public	5,193,425	42.3%

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

Top Shareholders

Top 25 shareholders own 47.25% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
8.77%	Kenneth Ansin	1,076,267	US$45.7m	0%	no data
6.92%	BlackRock, Inc.	848,337	US$36.0m	-8.52%	no data
4.01%	The Vanguard Group, Inc.	492,405	US$20.9m	1.7%	no data
3.48%	George Duncan	427,345	US$18.1m	-0.13%	no data
3.07%	Dimensional Fund Advisors LP	376,137	US$16.0m	2.51%	no data
1.94%	Manulife Asset Management	238,344	US$10.1m	-12.7%	0.01%
1.9%	Michael Putziger	233,421	US$9.9m	1.17%	no data
1.89%	Geode Capital Management, LLC	232,016	US$9.8m	-0.66%	no data
1.82%	Richard Main	223,598	US$9.5m	-1.11%	no data
1.68%	State Street Global Advisors, Inc.	206,216	US$8.8m	3.02%	no data
1.54%	John Clancy	188,492	US$8.0m	0%	no data
1.27%	Bridgeway Capital Management, LLC	156,209	US$6.6m	0.53%	0.11%
1.05%	Citigroup Inc.,Banking and Securities Investments	128,510	US$5.5m	1,580%	no data
0.91%	1st & Main Growth Partners	112,158	US$4.8m	5.81%	0.54%
0.91%	Commonwealth Equity Services, LLC	111,990	US$4.8m	-7.65%	0.01%
0.91%	Siena Capital Partners GP, LLC	111,247	US$4.7m	-25.5%	1.32%
0.82%	Ategra Capital Management, LLC	100,463	US$4.3m	44.2%	2.7%
0.76%	Northern Trust Global Investments	93,614	US$4.0m	2.58%	no data
0.7%	John Clementi	85,339	US$3.6m	2.2%	no data
0.56%	Brian Bullock	69,245	US$2.9m	-0.18%	no data
0.53%	Magnetar Capital Partners, LP	64,787	US$2.8m	0%	0.07%
0.51%	American Century Investment Management Inc	62,668	US$2.7m	12.1%	no data
0.48%	ABC Arbitrage Asset Management SA	59,227	US$2.5m	0%	0.37%
0.43%	Steven Larochelle	52,441	US$2.2m	4.27%	no data
0.38%	Stephen Irish	46,167	US$2.0m	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/02/23 06:09
End of Day Share Price	2025/02/21 00:00
Earnings	2024/12/31
Annual Earnings	2024/12/31

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.

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 Github.

Analyst Sources

Enterprise Bancorp, Inc. is covered by 0 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.