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	1,658,439	3.67%
General Public	10,033,121	22.2%
Institutions	33,448,857	74.1%

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

Top Shareholders

Top 25 shareholders own 57.17% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.37%	BlackRock, Inc.	4,229,951	US$145.3m	-6.77%	no data
6.12%	The Vanguard Group, Inc.	2,760,566	US$94.8m	2.39%	no data
5.79%	Dimensional Fund Advisors LP	2,615,522	US$89.8m	5.86%	0.01%
4.93%	North Reef Capital Management LP	2,225,000	US$76.4m	5.95%	3.04%
3.09%	State Street Global Advisors, Inc.	1,394,485	US$47.9m	-5.23%	no data
2.8%	Franklin Resources, Inc.	1,263,762	US$43.4m	97.5%	0.01%
2.75%	Macquarie Investment Management Business Trust	1,242,459	US$42.7m	0.22%	0.05%
2.38%	Geode Capital Management, LLC	1,072,619	US$36.8m	3.4%	no data
2.27%	Systematic Financial Management LP	1,025,227	US$35.2m	13.4%	0.82%
1.96%	American Century Investment Management Inc	886,732	US$30.5m	14.4%	0.01%
1.82%	Wellington Management Group LLP	819,475	US$28.1m	17.4%	no data
1.79%	Massachusetts Financial Services Company	807,940	US$27.7m	10.3%	0.01%
1.77%	Victory Capital Management Inc.	799,835	US$27.5m	15.1%	0.02%
1.51%	Charles Schwab Investment Management, Inc.	679,924	US$23.3m	0%	no data
1.07%	Northern Trust Global Investments	482,234	US$16.6m	-6.36%	no data
1.04%	Basswood Capital Management, L.L.C.	468,891	US$16.1m	2,160%	0.77%
1.02%	Goldman Sachs Group, Investment Banking and Securities Investments	461,962	US$15.9m	0.36%	0.01%
0.97%	Hotchkis and Wiley Capital Management, LLC	436,440	US$15.0m	-23.7%	0.04%
0.88%	BNY Asset Management	399,020	US$13.7m	13.4%	no data
0.81%	Stieven Capital Advisors, L.P.	365,391	US$12.5m	134%	2.23%
0.64%	Kenneth Cook	288,341	US$9.9m	0%	no data
0.64%	Bridgeway Capital Management, LLC	287,606	US$9.9m	-3.25%	0.15%
0.62%	AQR Capital Management, LLC	278,933	US$9.6m	-40.8%	0.01%
0.58%	GAMCO Investors, Inc.	261,903	US$9.0m	-15.3%	0.04%
0.56%	Brian Lemek	254,539	US$8.7m	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/02/06 01:13
End of Day Share Price	2025/02/06 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

Sandy Spring Bancorp, Inc. is covered by 14 analysts. 2 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.
null null	D.A. Davidson & Co.