Serina Therapeutics, Inc.

NYSEAM:SER Stock Report

Market Cap: US$31.5m

Serina Therapeutics Ownership

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

Recent Insider Transactions

NYSEAM:SER Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
07 Jul 26BuyUS$2,030Stephen BrannanIndividual1,000US$2.03
12 Jun 26BuyUS$17,750Karen WilsonIndividual10,100US$1.77
22 May 26BuyUS$37,000Karen WilsonIndividual20,000US$1.93
22 May 26BuyUS$1,048Jay VenkatesanIndividual589US$1.78
19 May 26BuyUS$20,102Richard MarshallIndividual12,183US$1.65

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of SER?
Owner TypeNumber of SharesOwnership Percentage
Institutions475,6243.02%
Hedge Funds1,000,0006.36%
Private Companies4,175,97926.6%
Individual Insiders10,076,50064.1%

Dilution of Shares: Shareholders have been substantially diluted in the past year, with total shares outstanding growing by 50.5%.

Top Shareholders

Top 25 shareholders own 104.86% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
57.1%
Gregory Bailey
8,564,382US$18.0m6,650%no data
21.8%
Juvenescence Ltd.
3,267,188US$6.9m0%no data
6.67%
Sio Capital Management, LLC
1,000,000US$2.1m0%0.26%
6.03%
Puffinus, Inc.
904,884US$1.9m0%no data
4.72%
Helen McMillan
708,610US$1.5m0%no data
2.81%
Miguel Loya
422,101US$886.4k0%no data
1.55%
Jay Venkatesan
232,294US$487.8k2,980%no data
1.06%
Vanguard Capital Management, LLC
159,136US$334.2k0%no data
0.71%
Steven Ledger
105,830US$222.2k10.6%no data
0.45%
Waverly Advisors, LLC
67,492US$141.7k0%no data
0.43%
Geode Capital Management, LLC
64,973US$136.4k114%no data
0.39%
BlackRock, Inc.
58,264US$122.4k238%no data
0.26%
Jane Street Group, LLC
39,653US$83.3k0%no data
0.2%
Karen Wilson
30,100US$63.2k0%no data
0.14%
Keel Point, LLC
21,508US$45.2k21%no data
0.13%
Vanguard Fiduciary Trust Company
20,009US$42.0k-2.44%no data
0.13%
Avidian Wealth Enterprises, LLC
18,800US$39.5k0%no data
0.085%
State Street Global Advisors, Inc.
12,758US$26.8k0%no data
0.081%
Richard Marshall
12,183US$25.6k0%no data
0.027%
Caitong International Asset Management Co., Limited
3,982US$8.4k0%no data
0.026%
Emily M. Robertson Gst Trust
3,907US$8.2k0%no data
0.024%
Wells Fargo & Company
3,606US$7.6k0.06%no data
0.017%
Bridgeway Capital Management, LLC
2,495US$5.2k0%no data
0.0067%
Osaic Wealth, Inc.
1,001US$2.1k50,000%no data
0.0067%
Stephen Brannan
1,000US$2.1k0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/28 02:02
End of Day Share Price 2026/07/28 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

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.

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

Serina Therapeutics, Inc. is covered by 2 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Thomas ShraderBTIG
Justin WalshJonesTrading Institutional Services, LLC