Unity Bancorp Ownership

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

Recent Insider Transactions

NasdaqGM:UNTY Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
22 Nov 24	SellUS$122,795	George Boyan	Individual	2,650	US$46.34
07 Nov 24	SellUS$46,912	Vincent Geraci	Individual	1,043	US$44.98
26 Jul 24	SellUS$26,228	James Donovan	Individual	750	US$34.97
23 Jul 24	SellUS$79,014	Minsu Kim	Individual	2,264	US$34.90
17 Jul 24	SellUS$102,400	Mary Gross	Individual	3,200	US$32.00
01 May 24	SellUS$70,702	Vincent Geraci	Individual	2,600	US$27.19

Insider Trading Volume

Insider Buying: UNTY insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of UNTY?
Owner Type	Number of Shares	Ownership Percentage
VC/PE Firms	840,044	8.41%
Individual Insiders	1,069,830	10.7%
Private Companies	1,770,262	17.7%
General Public	2,289,364	22.9%
Institutions	4,016,505	40.2%

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

Top Shareholders

Top 25 shareholders own 68.13% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
17.7%	Dallas Financial Holdings, LLC	1,770,262	US$78.5m	0%	no data
8.41%	1st & Main Growth Partners	840,044	US$37.3m	-10.7%	3.83%
4.9%	Dimensional Fund Advisors LP	488,992	US$21.7m	2.11%	no data
4.89%	BlackRock, Inc.	488,592	US$21.7m	7.93%	no data
4.21%	The Vanguard Group, Inc.	420,039	US$18.6m	1.54%	no data
3.63%	Mark Brody	362,519	US$16.1m	0%	no data
3.33%	AllianceBernstein L.P.	332,680	US$14.8m	0.09%	no data
2.93%	Wellington Management Group LLP	292,293	US$13.0m	-8.43%	no data
2.16%	Royce & Associates, LP	215,424	US$9.6m	-4.14%	0.08%
1.91%	Pacific Ridge Capital Partners, LLC	191,211	US$8.5m	-6.85%	1.95%
1.62%	Maltese Capital Management, LLC	162,100	US$7.2m	0%	1.1%
1.54%	James Hughes	153,690	US$6.8m	3.38%	no data
1.53%	Geode Capital Management, LLC	152,590	US$6.8m	0.32%	no data
1.2%	Wayne Courtright	120,071	US$5.3m	5.26%	no data
1.11%	Bridgeway Capital Management, LLC	110,473	US$4.9m	3%	0.08%
0.95%	State Street Global Advisors, Inc.	94,750	US$4.2m	0.64%	no data
0.9%	Acadian Asset Management LLC	89,428	US$4.0m	25.6%	0.01%
0.8%	John Kauchak	79,574	US$3.5m	0%	no data
0.73%	Driehaus Capital Management LLC	72,963	US$3.2m	0%	0.02%
0.64%	American Century Investment Management Inc	63,886	US$2.8m	28.8%	no data
0.63%	Aaron Tucker	63,047	US$2.8m	0%	no data
0.62%	Northern Trust Global Investments	62,371	US$2.8m	-2.74%	no data
0.61%	JP Morgan Asset Management	60,814	US$2.7m	59.3%	no data
0.59%	Kennedy Capital Management LLC	58,956	US$2.6m	-0.73%	0.06%
0.57%	Raj Patel	56,513	US$2.5m	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/26 04:10
End of Day Share Price	2024/12/26 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

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 .

Analyst Sources

Unity Bancorp, 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
Erik Zwick	Boenning & Scattergood, Inc.
null null	D.A. Davidson & Co.
Jacob Civiello	Janney Montgomery Scott LLC