FinServ Acquisition II Ownership

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

Recent Insider Transactions

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 FSRX?
Owner Type	Number of Shares	Ownership Percentage
Institutions	390,481	4.18%
General Public	526,841	5.64%
Hedge Funds	920,833	9.86%
Individual Insiders	7,500,000	80.3%

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

Top Shareholders

Top 10 shareholders own 94.36% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
80.3%	Lee Einbinder	7,500,000	US$77.5m	0%	no data
9.86%	ArrowMark Colorado Holdings, LLC	920,833	US$9.5m	-24.8%	0.11%
1.34%	Millennium Management LLC	125,000	US$1.3m	0%	no data
1.07%	Highbridge Capital Management, LLC	100,000	US$1.0m	-77.5%	0.05%
0.99%	Kepos Capital LP	92,600	US$957.5k	0%	0.19%
0.3%	Virtu Financial LLC, Asset Management Arm	27,956	US$289.1k	79.8%	0.03%
0.25%	Geode Capital Management, LLC	23,391	US$241.9k	0%	no data
0.14%	Clear Street Llc, Asset Management Arm	13,060	US$135.0k	7,820%	0.01%
0.09%	Accelerate Financial Technologies Inc., Asset Management Arm	8,421	US$87.1k	0%	0.32%
0.00057%	UBS Asset Management AG	53	US$550.4	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2023/12/11 02:34
End of Day Share Price	2023/12/07 00:00
Earnings	2023/09/30
Annual Earnings	2022/12/31

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

FinServ Acquisition Corp. II is covered by 0 analysts. 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