Solo Brands Ownership

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

Recent Insider Transactions

NYSE:DTC Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
12 Aug 24	BuyUS$324,804	Christopher Metz	Individual	250,000	US$1.30
13 Jun 24	BuyUS$294,618	Christopher Metz	Individual	150,000	US$1.98
15 Mar 24	BuyUS$226,560	Christopher Metz	Individual	100,000	US$2.27

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 DTC?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	24,100	0.0411%
Individual Insiders	1,203,390	2.05%
General Public	7,581,541	12.9%
Institutions	19,905,887	34%
VC/PE Firms	29,867,378	51%

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

Top Shareholders

Top 25 shareholders own 82.56% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
51%	Summit Partners, L.P.	29,867,378	US$50.5m	0%	1.23%
9.5%	American Century Investment Management Inc	5,562,979	US$9.4m	0.03%	no data
3.32%	JP Morgan Asset Management	1,944,997	US$3.3m	68.4%	no data
2.79%	The Vanguard Group, Inc.	1,634,643	US$2.8m	3.8%	no data
2.49%	BlackRock, Inc.	1,459,970	US$2.5m	18.9%	no data
1.99%	Bridgeway Capital Management, LLC	1,163,430	US$2.0m	8.46%	0.02%
1.36%	MYDA Advisors LLC	795,526	US$1.3m	2.58%	0.22%
1.12%	PGIM, Inc.	654,620	US$1.1m	0%	no data
1.02%	Geode Capital Management, LLC	599,370	US$1.0m	27.5%	no data
1.02%	SEI Investments Company	598,689	US$1.0m	-3.95%	no data
0.92%	Jacobs Levy Equity Management Inc	536,282	US$906.3k	72.6%	no data
0.86%	Dimensional Fund Advisors LP	501,062	US$846.8k	-19%	no data
0.85%	Christopher Metz	500,000	US$845.0k	100%	no data
0.74%	State Street Global Advisors, Inc.	436,061	US$737.0k	-0.14%	no data
0.69%	AQR Capital Management, LLC	406,513	US$687.0k	-43.5%	no data
0.37%	Northern Trust Global Investments	217,179	US$367.0k	43.4%	no data
0.36%	Concurrent Investment Advisors, LLC	210,918	US$356.5k	42.1%	0.01%
0.35%	Marshall Wace LLP	204,287	US$345.3k	-38.1%	no data
0.33%	Millennium Management LLC	194,887	US$329.4k	195%	no data
0.32%	John Merris	184,782	US$312.3k	0%	no data
0.27%	Corient Private Wealth LLC	160,000	US$270.4k	60%	no data
0.24%	Prudential Trust Company, Trust Investments	140,500	US$237.4k	0%	0.03%
0.24%	JPMorgan Chase & Co, Private Banking and Investment Banking Investments	140,003	US$236.6k	59%	no data
0.23%	BNY Asset Management	135,460	US$228.9k	-9.37%	no data
0.2%	Simplex Trading, LLC, Asset Management Arm	114,907	US$194.2k	80.6%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/23 21:56
End of Day Share Price	2024/12/20 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

Solo Brands, Inc. is covered by 10 analysts. 7 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
Robert Ohmes	BofA Global Research
Anna Glaessgen	B. Riley Securities, Inc.
Brian McNamara	Canaccord Genuity