PSQ Holdings Ownership

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

Recent Insider Transactions

NYSE:PSQH Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
11 Dec 24	BuyUS$13,452	Bradley Searle	Individual	3,281	US$4.10
09 Dec 24	BuyUS$10,013	Michael Seifert	Individual	2,250	US$4.45
09 Dec 24	BuyUS$10,013	Sarah Seifert	Individual	2,250	US$4.45
24 Oct 24	BuyUS$3,250,001	Kelly Loeffler	Individual	1,203,704	US$2.70

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of PSQH?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	350,330	0.823%
VC/PE Firms	3,010,000	7.07%
Institutions	7,790,351	18.3%
Individual Insiders	13,846,570	32.5%
General Public	17,578,902	41.3%

Dilution of Shares: Shareholders have been substantially diluted in the past year, with total shares outstanding growing by 54.1%.

Top Shareholders

Top 25 shareholders own 58.01% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.7%	Michael Seifert	4,992,610	US$19.4m	0.05%	no data
7.07%	Heights Capital Management, Inc.	3,010,000	US$11.7m	0%	2.24%
5.12%	Davis Pilot	2,181,312	US$8.5m	0%	no data
4.64%	SuRo Capital Corp.	1,976,032	US$7.7m	0%	2.41%
4.52%	Jackson Investment Group	1,923,197	US$7.5m	0%	98.98%
3.16%	James Ayers	1,345,644	US$5.2m	50.2%	no data
2.98%	Omeed Malik	1,270,111	US$4.9m	0%	no data
2.9%	Axxcess Wealth Management, LLC	1,233,195	US$4.8m	-1.15%	0.11%
2.83%	Kelly Loeffler	1,203,704	US$4.7m	0%	no data
2.64%	Dusty Wunderlich	1,123,294	US$4.4m	0%	no data
2.01%	Alyeska Investment Group, L.P.	855,009	US$3.3m	21.3%	0.02%
1.29%	Donald Trump	551,347	US$2.1m	0%	no data
1.15%	The Vanguard Group, Inc.	490,701	US$1.9m	24.1%	no data
1.03%	Sebastian Harris	438,229	US$1.7m	0%	no data
1%	Bradley Searle	425,000	US$1.7m	118%	no data
0.82%	J. Nicholas Ayers Irrevocable Trust	350,330	US$1.4m	0%	no data
0.48%	Harvest Investment Services, LLC	204,747	US$796.5k	0%	0.23%
0.47%	BlackRock, Inc.	201,327	US$783.2k	0.17%	no data
0.47%	Geode Capital Management, LLC	199,185	US$774.8k	28.6%	no data
0.42%	CIBC Private Wealth Advisors, Inc.	178,241	US$693.4k	0%	no data
0.35%	Willie Langston	148,149	US$576.3k	0%	no data
0.31%	Sarah Seifert	130,786	US$508.8k	0%	no data
0.27%	Prevail Innovative Wealth Advisors, LLC	115,810	US$450.5k	0%	0.13%
0.18%	Mariner, LLC	77,813	US$302.7k	-0.57%	no data
0.17%	Sage Mountain Advisors, LLC	72,376	US$281.5k	0%	0.02%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/24 05:19
End of Day Share Price	2024/12/24 00:00
Earnings	2024/09/30
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 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

PSQ Holdings, Inc. is covered by 1 analysts. 1 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
Darren Paul Aftahi	Roth MKM