Vertex Energy Ownership

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


Recent Insider Transactions

OTCPK:VTNR.Q Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
07 Aug 24BuyUS$247BlackRock, Inc.Company514US$0.48
10 Apr 24SellUS$2,610Odeh KhouryIndividual2,250US$1.16

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 VTNR.Q?
Owner TypeNumber of SharesOwnership Percentage
Private Companies108,2650.116%
Individual Insiders8,021,2548.58%
Institutions11,769,51612.6%
General Public73,615,31178.7%

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


Top Shareholders

Top 25 shareholders own 20.23% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
6.53%
Benjamin Cowart
6,104,023US$238.7k0%no data
4.98%
QVT Financial LP
4,660,000US$182.2k13%0.01%
2.08%
The Vanguard Group, Inc.
1,946,772US$76.1k-68.6%no data
1.1%
Christopher Carlson
1,026,076US$40.1k0%no data
0.95%
Millennium Management LLC
887,254US$34.7k25.8%no data
0.64%
Group One Trading LP, Asset Management Arm
595,419US$23.3k71.2%no data
0.58%
Segment Wealth Management, LLC
538,775US$21.1k0%no data
0.52%
John Strickland
483,587US$18.9k0%no data
0.36%
Atria Wealth Solutions, Inc.
337,640US$13.2k8.52%no data
0.31%
XTX Holdings Limited, Asset Management Arm
289,636US$11.3k87.7%no data
0.27%
MYDA Advisors LLC
250,000US$9.8k0%no data
0.25%
Daniel Borgen
238,181US$9.3k0%no data
0.21%
UBS Asset Management AG
199,398US$7.8k2,800%no data
0.18%
Columbia Management Investment Advisers, LLC
166,635US$6.5k-67.2%no data
0.15%
Mariner, LLC
144,459US$5.6k-9.03%no data
0.15%
Wells Fargo & Company, Securities and Brokerage Investments
135,770US$5.3k-54.9%no data
0.14%
Jane Street Group, LLC, Asset Management Arm
132,965US$5.2k-75.3%no data
0.13%
Citadel Advisors LLC
123,989US$4.8k-43.2%no data
0.12%
Vertex Holdings, L.P.
108,265US$4.2k0%no data
0.11%
Susquehanna International Group, LLP, Asset Management Arm
103,004US$4.0k-87.9%no data
0.11%
Sterne Agee Asset Management, Inc.
100,000US$3.9k167%no data
0.096%
Cambridge Investment Research Advisors, Inc.
90,217US$3.5k0%no data
0.094%
Alvaro Ruiz
87,500US$3.4k0%no data
0.088%
Morgan Stanley, Investment Banking and Brokerage Investments
82,158US$3.2k-39.5%no data
0.088%
AllianceBernstein L.P.
81,930US$3.2k0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/20 00:25
End of Day Share Price 2024/12/20 00:00
Earnings2024/06/30
Annual Earnings2023/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

Vertex Energy, Inc. is covered by 9 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Manav GuptaCredit Suisse
Amit DayalH.C. Wainwright & Co.
Scott LevineImperial Capital