Bar Harbor Bankshares Ownership

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

Recent Insider Transactions

NYSEAM:BHB Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
14 Jun 24	BuyUS$24,522	Curtis Simard	Individual	972.72	US$25.21
14 Jun 24	BuyUS$2,998	Matthew Caras	Individual	118.92	US$25.21
14 Jun 24	BuyUS$7,800	Kenneth Smith	Individual	308.79	US$25.50
14 Jun 24	BuyUS$438	David Colter	Individual	17.12	US$25.55
30 May 24	BuyUS$115,570	Scott Toothaker	Individual	4,476	US$25.82
19 Mar 24	BuyUS$6,741	Kenneth Smith	Individual	272.38	US$24.80
19 Mar 24	BuyUS$18,832	Curtis Simard	Individual	759.37	US$24.80
19 Mar 24	BuyUS$2,767	Matthew Caras	Individual	111.57	US$24.80
19 Mar 24	BuyUS$4,551	David Woodside	Individual	183.53	US$24.80
18 Mar 24	BuyUS$545	Kenneth Smith	Individual	22.43	US$24.31
18 Mar 24	BuyUS$495	David Woodside	Individual	20.38	US$24.31
15 Mar 24	BuyUS$409	David Colter	Individual	16.34	US$25.02

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 BHB?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	394,189	2.58%
General Public	6,225,846	40.8%
Institutions	8,647,821	56.6%

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

Top Shareholders

Top 25 shareholders own 49.47% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
8.99%	FMR LLC	1,372,500	US$43.5m	0.23%	no data
8.86%	BlackRock, Inc.	1,353,079	US$42.9m	1.17%	no data
5.71%	Dimensional Fund Advisors LP	872,383	US$27.6m	0.79%	no data
5.27%	The Vanguard Group, Inc.	804,486	US$25.5m	4.1%	no data
2.74%	Bar Harbor Wealth Management	417,640	US$13.2m	-0.56%	0.87%
2.38%	State Street Global Advisors, Inc.	362,823	US$11.5m	5.56%	no data
2.3%	Manulife Asset Management	351,167	US$11.1m	-2.49%	0.01%
2.2%	Geode Capital Management, LLC	335,432	US$10.6m	1.09%	no data
1.67%	American Century Investment Management Inc	254,586	US$8.1m	19.5%	no data
0.95%	North Star Investment Management Corporation	145,580	US$4.6m	0%	0.32%
0.91%	Bridgeway Capital Management, LLC	138,232	US$4.4m	3.2%	0.07%
0.89%	RBF Capital LLC	135,738	US$4.3m	0%	0.22%
0.89%	Northern Trust Global Investments	135,499	US$4.3m	-0.78%	no data
0.73%	Curtis Simard	110,917	US$3.5m	0.66%	no data
0.62%	Foundry Partners, LLC	94,435	US$3.0m	0.93%	0.15%
0.55%	Renaissance Technologies LLC	83,684	US$2.7m	-17.4%	no data
0.54%	BNY Asset Management	82,187	US$2.6m	-12.8%	no data
0.47%	Elizabeth Park Capital Advisors, Ltd.	71,623	US$2.3m	0%	1.71%
0.47%	Boston Partners Global Investors, Inc.	71,258	US$2.3m	-8.12%	no data
0.44%	LSV Asset Management	67,550	US$2.1m	0%	no data
0.44%	M&T Bank Corp, Asset Management Arm	67,366	US$2.1m	0%	0.07%
0.44%	Morgan Stanley, Investment Banking and Brokerage Investments	67,144	US$2.1m	58%	no data
0.41%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	61,974	US$2.0m	-15.6%	no data
0.33%	Barclays PLC Private Banking & Investment Banking Investment	49,714	US$1.6m	50.1%	no data
0.3%	Scott Toothaker	46,103	US$1.5m	2.45%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/23 10:05
End of Day Share Price	2024/12/23 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

Bar Harbor Bankshares is covered by 5 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
Damon DelMonte	Keefe, Bruyette, & Woods
Alexander Roberts Twerdahl	Piper Sandler Companies
Mark Fitzgibbon	Piper Sandler Companies