Esquire Financial Holdings Ownership

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

Recent Insider Transactions

NasdaqCM:ESQ Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
18 Dec 24	SellUS$237,441	Joseph Melohn	Individual	3,000	US$80.00
17 Dec 24	SellUS$156,272	Selig Zises	Individual	2,000	US$78.25
09 Dec 24	BuyUS$49,600	Rena Nigam	Individual	640	US$77.50
29 Nov 24	SellUS$229,940	Selig Zises	Individual	3,000	US$76.80
26 Nov 24	SellUS$614,129	Selig Zises	Individual	8,000	US$77.99
17 Jun 24	SellUS$114,718	Selig Zises	Individual	2,500	US$45.92
23 May 24	SellUS$714,571	Selig Zises	Individual	15,000	US$48.08
05 Mar 24	SellUS$1,096,301	Selig Zises	Individual	22,000	US$50.29

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of ESQ?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,317,783	16.8%
General Public	1,557,833	19.9%
Institutions	4,951,260	63.3%

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

Top Shareholders

Top 25 shareholders own 60.18% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
7.23%	Wasatch Advisors LP	566,001	US$44.6m	0.79%	0.15%
6.96%	BlackRock, Inc.	545,081	US$43.0m	1.61%	no data
4.68%	The Vanguard Group, Inc.	366,464	US$28.9m	7.8%	no data
3.43%	Basswood Capital Management, L.L.C.	268,727	US$21.2m	-24%	1.07%
3.17%	Andrew Sagliocca	248,081	US$19.6m	2.37%	no data
2.9%	Ampfield Management, L.P.	226,860	US$17.9m	0%	5.66%
2.72%	Selig Zises	213,097	US$16.8m	-5.32%	no data
2.68%	GW&K Investment Management, LLC	209,796	US$16.5m	1.75%	0.14%
2.64%	Dimensional Fund Advisors LP	206,738	US$16.3m	1.92%	no data
2.33%	Geode Capital Management, LLC	182,259	US$14.4m	3.42%	no data
2.16%	Joseph Melohn	169,326	US$13.3m	-1.15%	no data
1.91%	Kevin Waterhouse	149,599	US$11.8m	0.69%	no data
1.84%	State Street Global Advisors, Inc.	144,344	US$11.4m	8.53%	no data
1.83%	American Century Investment Management Inc	142,917	US$11.3m	16.9%	0.01%
1.79%	AllianceBernstein L.P.	140,326	US$11.1m	-8.71%	no data
1.5%	Eric Bader	117,548	US$9.3m	5.14%	no data
1.34%	Robert Mitzman	104,695	US$8.3m	0.99%	no data
1.33%	Grandeur Peak Global Advisors, LLC	104,366	US$8.2m	-0.46%	0.2%
1.33%	Ari Kornhaber	103,828	US$8.2m	1.22%	no data
1.2%	Maltese Capital Management, LLC	94,000	US$7.4m	-15.1%	1.15%
1.19%	Gator Capital Management, LLC	93,353	US$7.4m	0%	2.91%
1.17%	Pacific Ridge Capital Partners, LLC	91,902	US$7.2m	-6.86%	1.68%
1.02%	First Manhattan Co. LLC	79,550	US$6.3m	-2.99%	0.02%
0.98%	Anthony Coelho	76,949	US$6.1m	3.36%	no data
0.82%	Invesco Capital Management LLC	64,263	US$5.1m	399%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/07 21:48
End of Day Share Price	2025/01/07 00:00
Earnings	2024/09/30
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

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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

Esquire Financial Holdings, Inc. is covered by 7 analysts. 3 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
Christopher McGratty	Keefe, Bruyette, & Woods
Michael Perito	Keefe, Bruyette, & Woods
Timothy Switzer	Keefe, Bruyette, & Woods