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Monterey Innovation Acquisition 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 MTRY?
Owner Type	Number of Shares	Ownership Percentage
General Public	280,830	6.48%
Hedge Funds	475,000	11%
Institutions	815,099	18.8%
Private Companies	1,102,501	25.4%
Individual Insiders	1,662,500	38.3%

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

Top Shareholders

Top 23 shareholders own 93.52% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
33.5%	Sandip Patel	1,452,500	US$16.2m	0%	no data
25.4%	Chardan Securities LLC	1,102,500	US$12.3m	0%	no data
5.77%	Periscope Capital Inc	250,000	US$2.8m	0%	0.36%
5.19%	Polar Asset Management Partners Inc.	225,000	US$2.5m	0%	0.07%
4.51%	Fir Tree Capital Management LP	195,346	US$2.2m	202%	0.28%
2.89%	Mizuho Financial Group, Inc., Asset Management Arm	125,129	US$1.4m	-15.5%	no data
2.79%	Meteora Capital, LLC	121,075	US$1.3m	-8.06%	0.28%
2.78%	Walleye Capital LLC	120,700	US$1.3m	0%	0.01%
2.27%	RiverNorth Capital Management, LLC	98,421	US$1.1m	0%	0.06%
1.64%	AQR Capital Management, LLC	71,050	US$791.5k	0%	no data
1.52%	SKYVIEW Investment Advisors, LLC	65,968	US$734.9k	0%	0.29%
0.81%	Chris Coleman	35,000	US$389.9k	0%	no data
0.81%	James Neal	35,000	US$389.9k	0%	no data
0.81%	Frances Heller	35,000	US$389.9k	0%	no data
0.81%	Jonas Sven Grossman	35,000	US$389.9k	0%	no data
0.81%	Roderick Hardamon	35,000	US$389.9k	0%	no data
0.81%	Jory Jardins	35,000	US$389.9k	0%	no data
0.31%	Geode Capital Management, LLC	13,454	US$149.9k	0%	no data
0.052%	Palmer Square Capital Management LLC	2,256	US$25.1k	0%	0.02%
0.023%	Clear Street Llc, Asset Management Arm	1,000	US$11.1k	-47.4%	no data
0.014%	Sea Otter Advisors LLC	600	US$6.7k	0%	0.01%
0.0023%	UBS Asset Management AG	100	US$1.1k	0%	no data
0.00002%	Tower Research Capital LLC	1	US$9.7	-98.5%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2023/11/22 19:41
End of Day Share Price	2023/11/20 00:00
Earnings	2023/06/30
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.

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 Github.

Analyst Sources

Monterey Innovation Acquisition Corp. 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.