This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Vericity Ownership

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

Recent Insider Transactions

NasdaqCM:VERY Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
28 Jun 24	SellUS$129,997,413	J.C. Flowers & Co. LLC	Company		11,373,352	US$11.43

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 VERY?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	0	0%
Private Companies	194	0.0013%
Institutions	386,483	2.6%
General Public	3,114,971	20.9%
VC/PE Firms	11,373,352	76.5%

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

Top Shareholders

Top 20 shareholders own 79.06% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
76.5%	J.C. Flowers & Co. LLC	11,373,352	US$130.0m	0%	100.0%
0.49%	RBF Capital LLC	73,071	US$835.2k	0%	0.05%
0.45%	PenderFund Capital Management Ltd.	67,385	US$770.2k	-3.72%	0.21%
0.34%	Integrys Wealth Advisors LLC	50,004	US$571.5k	0%	0.09%
0.32%	Skandinaviska Enskilda Banken AB, Private Banking, Investment Banking, and Insurance Arm	47,103	US$538.4k	154%	0.01%
0.24%	The Vanguard Group, Inc.	35,136	US$401.6k	18.1%	no data
0.19%	BlackRock, Inc.	28,167	US$322.0k	219%	no data
0.16%	CSS LLC/IL, Asset Management Arm	23,194	US$265.1k	0%	0.07%
0.13%	Geode Capital Management, LLC	19,869	US$227.1k	1.66%	no data
0.095%	Susquehanna International Group, LLP, Asset Management Arm	14,143	US$161.7k	0%	no data
0.091%	Millennium Management LLC	13,532	US$154.7k	0%	no data
0.081%	GAMCO Investors, Inc.	12,000	US$137.2k	0%	no data
0.0069%	JPMorgan Chase & Co, Brokerage and Securities Investments	1,019	US$11.6k	134%	no data
0.0049%	Morgan Stanley, Investment Banking and Brokerage Investments	721	US$8.2k	0%	no data
0.0047%	Bank of America Corporation, Asset Management Arm	704	US$8.0k	-48.6%	no data
0.0021%	Lord, Abbett & Co. LLC	315	US$3.6k	0%	no data
0.0013%	Tower Research Capital LLC	194	US$2.2k	-94.1%	no data
0.00041%	Macquarie Group, Ltd., Banking & Securities Investments	61	US$697.1	0%	no data
0.00029%	Royal Bank of Canada, Banking & Securities Investments	43	US$493.1	-66.4%	no data
0.00011%	Wells Fargo & Company, Private Banking and Investment Banking Arm	16	US$187.0	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/07/01 04:09
End of Day Share Price	2024/07/01 00:00
Earnings	2024/03/31
Annual Earnings	2023/12/31

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

Vericity, Inc. is covered by 0 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.