STAAR Surgical Ownership

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

Recent Insider Transactions

NasdaqGM:STAA Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
18 Dec 24	BuyUS$1,947,540	Broadwood Capital, Inc.	Company	80,200	US$24.83
12 Aug 24	BuyUS$49,957	Arthur Crosswell Butcher	Individual	1,315	US$37.99
09 May 24	BuyUS$43	Broadwood Capital, Inc.	Company	1	US$42.56
14 Mar 24	BuyUS$66,693	Aimee Weisner	Individual	1,750	US$38.11
08 Jan 24	BuyUS$109,570	Broadwood Capital, Inc.	Company	4,042	US$27.11
05 Jan 24	BuyUS$6,481,557	Broadwood Capital, Inc.	Company	226,553	US$28.93

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 STAA?
Owner Type	Number of Shares	Ownership Percentage
State or Government	26,623	0.054%
General Public	172,478	0.35%
Individual Insiders	357,332	0.725%
Hedge Funds	10,848,631	22%
Institutions	37,854,811	76.8%

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

Top Shareholders

Top 25 shareholders own 80.76% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
22%	Broadwood Capital, Inc.	10,848,631	US$262.6m	0.74%	20.0%
15.5%	BlackRock, Inc.	7,639,875	US$185.0m	2.02%	no data
11.2%	The Vanguard Group, Inc.	5,536,129	US$134.0m	0.79%	no data
3.94%	State Street Global Advisors, Inc.	1,940,567	US$47.0m	0.54%	no data
2.96%	Baillie Gifford & Co.	1,460,485	US$35.4m	-60.3%	0.02%
2.38%	Geode Capital Management, LLC	1,174,499	US$28.4m	2.73%	no data
2.22%	Palo Alto Investors LP	1,091,608	US$26.4m	-21%	3.75%
1.9%	Citadel Advisors LLC	934,328	US$22.6m	538%	0.02%
1.71%	Millennium Management LLC	842,220	US$20.4m	371%	0.02%
1.44%	Morgan Stanley, Investment Banking and Brokerage Investments	710,216	US$17.2m	16.3%	no data
1.41%	Nationwide Fund Advisors	695,415	US$16.8m	0.32%	0.1%
1.39%	Dimensional Fund Advisors LP	682,324	US$16.5m	48.4%	no data
1.38%	Defender Capital LLC	677,617	US$16.4m	4.38%	5.1%
1.27%	Northern Trust Global Investments	627,787	US$15.2m	-2.04%	no data
1.15%	Kayne Anderson Rudnick Investment Management, LLC	566,002	US$13.7m	-4.49%	0.03%
1.07%	Ensign Peak Advisors, Inc.	529,196	US$12.8m	0%	0.02%
1.05%	Yunqi Capital Limited	515,300	US$12.5m	0%	6.42%
1.04%	American Capital Management, Inc.	512,813	US$12.4m	42.9%	0.4%
1.01%	Armistice Capital LLC	496,500	US$12.0m	0%	0.29%
0.91%	Artisan Partners Limited Partnership	450,229	US$10.9m	-4.09%	0.01%
0.87%	Charles Schwab Investment Management, Inc.	426,122	US$10.3m	-1.05%	no data
0.84%	Bank of America Corporation, Asset Management Arm	414,230	US$10.0m	6.04%	no data
0.7%	Marshall Wace LLP	344,576	US$8.3m	91.8%	0.01%
0.69%	BNY Asset Management	339,588	US$8.2m	-16.2%	no data
0.67%	RBC Global Asset Management Inc.	328,179	US$7.9m	-10.2%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/30 01:09
End of Day Share Price	2024/12/30 00:00
Earnings	2024/09/27
Annual Earnings	2023/12/29

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

STAAR Surgical Company is covered by 24 analysts. 14 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
Joanne Wuensch	BMO Capital Markets U.S. (Historical)
Michael Gorman	BTIG
John Young	Canaccord Genuity