SM Investments Ownership

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

Recent Insider Transactions

OTCPK:SVTM.F Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
02 Apr 24	SellUS$131,633	Harley Sy	Individual	7,380	US$17.87
14 Mar 24	SellUS$580,888	Harley Sy	Individual	32,340	US$18.05
12 Mar 24	SellUS$2,668,620	Harley Sy	Individual	150,000	US$17.95
08 Mar 24	SellUS$1,407,304	Harley Sy	Individual	80,000	US$17.63
05 Mar 24	SellUS$2,041,117	Harley Sy	Individual	120,000	US$17.21
14 Sep 23	BuyUS$15,368	Ramon Lopez	Individual	1,080	US$14.33
26 Jul 23	SellUS$137,195	Harley Sy	Individual	8,000	US$17.17
20 Jul 23	SellUS$486,933	Harley Sy	Individual	28,170	US$17.29
17 Jul 23	SellUS$43,124	Harley Sy	Individual	2,490	US$17.32
14 Jul 23	SellUS$1,453,180	Harley Sy	Individual	83,460	US$17.41
06 Jul 23	SellUS$278,788	Harley Sy	Individual	16,540	US$16.97
30 Jun 23	SellUS$1,681,922	Harley Sy	Individual	100,000	US$16.82
05 Jun 23	SellUS$751,682	Harley Sy	Individual	45,400	US$16.56
31 May 23	SellUS$1,234,603	Harley Sy	Individual	75,070	US$16.48
26 May 23	SellUS$413,427	Harley Sy	Individual	24,930	US$16.68

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

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

Top 25 shareholders own 61.46% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
8.59%	Hans Sy	104,915,706	US$1.7b	0%	no data
8.11%	Herbert Sy	99,093,995	US$1.6b	0%	no data
7.61%	Harley Sy	93,013,918	US$1.5b	-0.42%	no data
7.03%	Teresita Sy-Coson	85,947,685	US$1.4b	0%	no data
6.31%	Elizabeth Sy	77,159,344	US$1.3b	0%	no data
6.29%	Henry Sy	76,878,370	US$1.3b	0%	no data
3.85%	Syntrix Holdings, Inc.	47,032,000	US$773.6m	1.71%	no data
2.32%	Sysmart Corp.	28,365,152	US$466.5m	0%	no data
2.23%	Tansmart Corporation	27,285,000	US$448.8m	0%	no data
1.84%	Henry Sy Foundation, Endowment Arm	22,500,000	US$370.1m	0%	no data
1.61%	Invesco Ltd.	19,729,171	US$324.5m	9.15%	0.09%
0.92%	Felicidad T Sy Foundation Inc, Endowment Arm	11,250,000	US$185.0m	0%	no data
0.83%	RBC Global Asset Management Inc.	10,154,547	US$167.0m	9.74%	0.11%
0.76%	BPI Investment Management Inc.	9,337,797	US$153.6m	0%	15.02%
0.69%	T. Rowe Price Group, Inc.	8,394,899	US$138.1m	11.9%	0.01%
0.56%	BlackRock, Inc.	6,883,553	US$113.2m	7.87%	no data
0.32%	JP Morgan Asset Management	3,898,360	US$64.1m	2.35%	0.01%
0.32%	Norges Bank Investment Management	3,865,121	US$63.6m	174%	0.01%
0.31%	Sun Life Asset Management Company, Inc.	3,754,934	US$61.8m	0%	13.19%
0.24%	abrdn plc	2,929,700	US$48.2m	0%	0.04%
0.22%	FMR LLC	2,720,702	US$44.7m	-0.03%	no data
0.17%	Franklin Resources, Inc.	2,092,530	US$34.4m	-2.04%	0.01%
0.13%	Massachusetts Financial Services Company	1,536,610	US$25.3m	807%	0.01%
0.099%	BPI Asset Management and Trust Corporation	1,209,570	US$19.9m	0%	13.27%
0.092%	Geode Capital Management, LLC	1,122,052	US$18.5m	5.31%	no data