Australian Foundation Investment Ownership

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

Recent Insider Transactions

OTCPK:AFOV.F Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
07 Aug 24	BuyUS$13,118	Robert Freeman	Individual	2,700	US$4.86
07 Aug 24	BuyUS$38,870	Katie Hudson	Individual	8,000	US$4.86
15 Apr 24	BuyUS$19,404	Julie Fahey	Individual	4,119	US$4.71
11 Mar 24	BuyUS$663,162	Graeme Liebelt	Individual	135,921	US$4.89

Insider Trading Volume

Insider Buying: AFOV.F insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of AFOV.F?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	2,082,610	0.168%
Public Companies	4,301,935	0.347%
Private Companies	9,485,608	0.765%
Institutions	25,342,659	2.04%
General Public	1,199,135,803	96.7%

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

Top Shareholders

Top 24 shareholders own 3.32% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
0.79%	Netwealth Investments Ltd.	9,783,302	US$45.6m	0%	0.73%
0.68%	United Funds Management Ltd.	8,438,883	US$39.4m	0%	8.97%
0.42%	MLC Investment Management Limited	5,233,654	US$24.4m	0%	8.02%
0.35%	Bougainville Copper Limited	4,301,935	US$20.1m	0%	no data
0.32%	MLC Wealth Management Limited	3,960,914	US$18.5m	0%	no data
0.21%	Bushways Pty. Ltd.	2,570,592	US$12.0m	0%	no data
0.12%	Kalymna Pty Ltd	1,510,886	US$7.0m	0%	no data
0.12%	Euroclear PLC, Asset Management Arm	1,497,459	US$7.0m	0%	0.1%
0.12%	Twibill Pty Ltd	1,443,216	US$6.7m	0%	no data
0.043%	Graeme Liebelt	527,708	US$2.5m	0%	no data
0.032%	Catherine Walter	390,699	US$1.8m	1.51%	no data
0.026%	John Paterson	316,636	US$1.5m	0%	no data
0.02%	Carlton Investments Limited	245,167	US$1.1m	0%	0.22%
0.015%	Andrew J. Porter	185,366	US$864.1k	0%	no data
0.015%	Robert Freeman	183,580	US$856.0k	5.68%	no data
0.012%	A.K. Paterson	154,502	US$720.7k	0%	no data
0.012%	Geoffrey Driver	150,527	US$702.1k	0%	no data
0.012%	Annie and John Paterson Foundation Ltd,Endowment Arm	144,194	US$672.7k	0%	34.29%
0.0051%	Craig Drummond	63,721	US$297.3k	364%	no data
0.004%	Peter Williams	49,756	US$231.9k	0%	no data
0.0028%	David Peever	34,714	US$161.9k	1.51%	no data
0.0012%	Rebecca Dee-Bradbury	15,159	US$70.6k	1.51%	no data
0.00072%	Matthew Rowe	8,982	US$41.6k	0%	no data
0.0001%	Julie Fahey	1,260	US$5.8k	1.45%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2023/06/02 10:02
End of Day Share Price	2023/03/06 00:00
Earnings	2022/12/31
Annual Earnings	2022/06/30

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

Australian Foundation Investment Company Limited is covered by 1 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
Sally Campbell	Goldman Sachs & Partners Australia Pty Ltd