Triumph Financial Ownership

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

Recent Insider Transactions

NasdaqGS:TFIN Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
29 Apr 25	BuyUS$53,650	Harrison Bryce Barnes	Individual	1,000	US$53.65
25 Apr 25	BuyUS$80,250	Davis Deadman	Individual	1,500	US$53.50
24 Apr 25	BuyUS$201,292	Charles Anderson	Individual	3,950	US$50.96
23 Apr 25	BuyUS$74,480	Debra Bradford	Individual	1,508	US$49.39
22 Apr 25	BuyUS$334,968	Carlos Sepulveda	Individual	7,030	US$47.86
21 Feb 25	SellUS$620,640	Aaron Graft	Individual	9,000	US$68.96
29 Nov 24	SellUS$1,435,860	Aaron Graft	Individual	13,500	US$106.36
01 Nov 24	SellUS$545,113	Edward Schreyer	Individual	6,129	US$88.94
28 Aug 24	SellUS$961,768	William Voss	Individual	11,509	US$83.88
16 Aug 24	SellUS$632,100	Aaron Graft	Individual	7,500	US$84.28
06 Aug 24	SellUS$498,880	Edward Schreyer	Individual	6,128	US$81.41

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of TFIN?
Owner Type	Number of Shares	Ownership Percentage
State or Government	5,582	0.0236%
General Public	660,718	2.8%
Individual Insiders	1,206,485	5.11%
Hedge Funds	1,210,459	5.12%
Institutions	20,545,404	87%

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

Top Shareholders

Top 25 shareholders own 76.12% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
13.7%	BlackRock, Inc.	3,239,808	US$187.7m	-3.04%	no data
12%	Kayne Anderson Rudnick Investment Management, LLC	2,839,037	US$164.5m	6.67%	0.37%
8.44%	The Vanguard Group, Inc.	1,994,551	US$115.6m	-1.62%	no data
5.45%	State Street Global Advisors, Inc.	1,288,282	US$74.7m	2.42%	no data
5.12%	AltraVue Capital, LLC	1,210,459	US$70.1m	31.2%	6.1%
3.79%	Dimensional Fund Advisors LP	894,857	US$51.9m	-5.41%	0.01%
3.35%	Luxor Capital Group, LP	792,550	US$45.9m	4.95%	3.52%
2.97%	American Century Investment Management Inc	702,249	US$40.7m	-10.2%	0.02%
2.89%	Thrivent Investment Management Inc.	682,503	US$39.6m	-41.5%	0.13%
2.78%	Barrow, Hanley, Mewhinney & Strauss, LLC	656,967	US$38.1m	-22%	0.12%
2.24%	Geode Capital Management, LLC	530,296	US$30.7m	2.68%	no data
1.59%	Ranger Investment Management, L.P.	375,869	US$21.8m	-1.17%	1.53%
1.48%	Carlos Sepulveda	350,720	US$20.3m	2.05%	no data
1.36%	Managed Account Advisors LLC	320,440	US$18.6m	-2.34%	no data
1.02%	Thrivent Financial For Lutherans, Asset Management Arm	241,127	US$14.0m	0%	0.08%
0.96%	Northern Trust Global Investments	225,793	US$13.1m	-0.91%	no data
0.93%	Wells Fargo & Company, Securities and Brokerage Investments	220,366	US$12.8m	-3.06%	no data
0.88%	Charles Schwab Investment Management, Inc.	206,865	US$12.0m	3.92%	no data
0.86%	Richard Davis	203,025	US$11.8m	0.34%	no data
0.81%	1st & Main Growth Partners	192,394	US$11.1m	-13.7%	1.5%
0.77%	Peregrine Capital Management, LLC	181,322	US$10.5m	24.8%	0.29%
0.77%	C. Sparks	180,964	US$10.5m	-19.6%	no data
0.7%	Diamond Hill Capital Management, Inc.	165,914	US$9.6m	16.3%	0.05%
0.62%	Hodges Capital Management Inc	146,400	US$8.5m	-1.37%	0.55%
0.6%	Charles Anderson	142,501	US$8.3m	10.9%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/29 23:31
End of Day Share Price	2025/05/29 00:00
Earnings	2025/03/31
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

Triumph Financial, Inc. is covered by 14 analysts. 5 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
Harold Goetsch	B. Riley Securities, Inc.
null null	D.A. Davidson & Co.
Gary Tenner	D.A. Davidson & Co.