Sandy Spring Bancorp Ownership

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

Recent Insider Transactions

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 SASR?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,546,237	3.43%
General Public	10,309,764	22.8%
Institutions	33,279,693	73.7%

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

Top Shareholders

Top 25 shareholders own 56.85% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.37%	BlackRock, Inc.	4,229,951	US$143.8m	-6.77%	no data
6.12%	The Vanguard Group, Inc.	2,760,566	US$93.9m	2.39%	no data
5.79%	Dimensional Fund Advisors LP	2,615,522	US$88.9m	5.86%	0.01%
4.93%	North Reef Capital Management LP	2,225,000	US$75.7m	5.95%	3.17%
3.09%	State Street Global Advisors, Inc.	1,394,485	US$47.4m	-5.23%	no data
2.8%	Franklin Resources, Inc.	1,263,762	US$43.0m	97.5%	0.01%
2.75%	Macquarie Investment Management Business Trust	1,242,459	US$42.2m	0.22%	0.05%
2.38%	Geode Capital Management, LLC	1,072,619	US$36.5m	3.4%	no data
2.27%	Systematic Financial Management LP	1,025,227	US$34.9m	13.4%	0.81%
1.96%	American Century Investment Management Inc	886,732	US$30.1m	14.4%	0.01%
1.82%	Wellington Management Group LLP	819,475	US$27.9m	17.4%	no data
1.79%	Massachusetts Financial Services Company	807,940	US$27.5m	10.3%	0.01%
1.77%	Victory Capital Management Inc.	799,835	US$27.2m	15.1%	0.02%
1.51%	Charles Schwab Investment Management, Inc.	679,924	US$23.1m	1.66%	no data
1.07%	Northern Trust Global Investments	482,234	US$16.4m	-6.36%	no data
1.04%	Basswood Capital Management, L.L.C.	468,891	US$15.9m	2,160%	0.8%
1.02%	Goldman Sachs Group, Investment Banking and Securities Investments	461,962	US$15.7m	0.36%	0.01%
0.97%	Hotchkis and Wiley Capital Management, LLC	436,440	US$14.8m	-23.7%	0.05%
0.78%	BNY Asset Management	351,752	US$12.0m	-8.54%	no data
0.66%	Bridgeway Capital Management, LLC	297,268	US$10.1m	3.94%	0.16%
0.64%	Kenneth Cook	288,341	US$9.8m	0%	no data
0.62%	AQR Capital Management, LLC	278,933	US$9.5m	-40.8%	0.01%
0.58%	GAMCO Investors, Inc.	261,903	US$8.9m	-15.3%	0.04%
0.56%	Brian Lemek	254,539	US$8.7m	0%	no data
0.56%	Morgan Stanley, Investment Banking and Brokerage Investments	254,030	US$8.6m	-38.6%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 08:32
End of Day Share Price	2024/12/20 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

Sandy Spring Bancorp, Inc. is covered by 16 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
Bryce Rowe	Baird
Erik Zwick	Boenning & Scattergood, Inc.
Manuel Navas	D.A. Davidson & Co.