Taylor Devices Ownership

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

Recent Insider Transactions

NasdaqCM:TAYD Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
10 Jan 24	SellUS$9,143,579	Ira Sochet	Individual		459,015	US$19.92

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 TAYD?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	76,664	2.45%
Institutions	1,169,755	37.4%
General Public	1,882,044	60.2%

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

Top Shareholders

Top 25 shareholders own 35.87% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
4.35%	The Vanguard Group, Inc.	136,061	US$5.7m	42.6%	no data
4.31%	Janney Montgomery Scott LLC, Asset Management Arm	134,981	US$5.7m	0.65%	0.02%
4.01%	Oppenheimer + Close, LLC	125,594	US$5.3m	0%	4.32%
3.98%	BlackRock, Inc.	124,622	US$5.2m	9.69%	no data
1.98%	Geode Capital Management, LLC	61,814	US$2.6m	6.25%	no data
1.7%	American Century Investment Management Inc	53,183	US$2.2m	98.3%	no data
1.64%	Punch & Associates Investment Management, Inc.	51,270	US$2.2m	0%	0.12%
1.47%	Renaissance Technologies LLC	46,062	US$1.9m	-0.65%	no data
1.28%	Courier Capital, LLC	40,000	US$1.7m	0%	0.12%
1.16%	Sowell Financial Services, LLC	36,165	US$1.5m	-25.4%	0.07%
1.14%	Dimensional Fund Advisors LP	35,548	US$1.5m	10.1%	no data
1.14%	State Street Global Advisors, Inc.	35,532	US$1.5m	17%	no data
1.12%	John Burgess	35,000	US$1.5m	0%	no data
0.93%	O'Shaughnessy Asset Management, LLC	29,065	US$1.2m	55.1%	0.01%
0.76%	Northern Trust Global Investments	23,629	US$993.8k	136%	no data
0.75%	De Lisle Partners Llp	23,599	US$992.6k	0%	0.16%
0.63%	Arrowstreet Capital, Limited Partnership	19,805	US$833.0k	21.1%	no data
0.52%	B. Riley Wealth Advisors, Inc.	16,146	US$679.1k	33%	0.02%
0.49%	Prescott Group Capital Management L.L.C.	15,294	US$643.3k	91.2%	0.08%
0.48%	Morgan Stanley, Investment Banking and Brokerage Investments	15,002	US$631.0k	13%	no data
0.47%	Ritholtz Wealth Management	14,781	US$621.7k	60.3%	0.02%
0.44%	Scalar Gauge Management, LLC	13,644	US$573.9k	0%	0.27%
0.41%	Robert Carey	12,721	US$535.0k	154%	no data
0.38%	National Wealth Management Group, LLC	11,746	US$494.0k	0%	0.33%
0.35%	First Trust Advisors LP	10,952	US$460.6k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/30 08:20
End of Day Share Price	2024/12/30 00:00
Earnings	2024/08/31
Annual Earnings	2024/05/31

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

Taylor Devices, Inc. is covered by 0 analysts. 0 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