Research Solutions Ownership

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

Recent Insider Transactions

NasdaqCM:RSSS Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
19 Nov 24	SellUS$694,808	Cove Street Capital, LLC	Company	239,342	US$2.94
22 Mar 24	SellUS$199,134	Peter Derycz	Individual	69,495	US$2.87
24 Jan 24	SellUS$110,927	Peter Derycz	Individual	41,826	US$2.71
19 Jan 24	SellUS$55,611	Peter Derycz	Individual	21,389	US$2.60
16 Jan 24	SellUS$33,569	Peter Derycz	Individual	12,911	US$2.60
09 Jan 24	SellUS$253,823	Peter Derycz	Individual	94,200	US$2.71
04 Jan 24	SellUS$29,676	Peter Derycz	Individual	11,349	US$2.62
28 Dec 23	SellUS$71,515	Peter Derycz	Individual	27,205	US$2.64

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 RSSS?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	5,780,219	19%
General Public	11,635,872	38.3%
Institutions	12,967,558	42.7%

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

Top Shareholders

Top 25 shareholders own 58.27% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.46%	Needham Investment Management, LLC	2,875,000	US$11.3m	5.5%	0.87%
8.59%	Richard Witmer	2,608,448	US$10.3m	0%	no data
6.15%	Cove Street Capital, LLC	1,869,221	US$7.3m	-28.3%	5.8%
4.09%	Bristol Capital Advisors LLC	1,243,522	US$4.9m	0%	29.68%
3.84%	The Vanguard Group, Inc.	1,168,142	US$4.6m	0%	no data
2.31%	Punch & Associates Investment Management, Inc.	703,176	US$2.8m	14.6%	0.16%
2.21%	Essex Investment Management Company, LLC	671,178	US$2.6m	0.26%	0.43%
2.17%	Roy Olivier	659,808	US$2.6m	0%	no data
2.06%	Bard Associates Inc.	626,725	US$2.5m	1.37%	0.85%
1.87%	Scott Ahlberg	569,218	US$2.2m	0%	no data
1.42%	William Nurthen	430,273	US$1.7m	0%	no data
1.33%	Perritt Capital Management, Inc.	402,698	US$1.6m	-0.62%	0.83%
1.27%	Shane Hunt	386,282	US$1.5m	0%	no data
1.21%	Parthenon LLC	366,284	US$1.4m	0%	0.17%
1.2%	LPL Financial Corporation, Asset Management Arm	363,309	US$1.4m	0%	no data
1.18%	Luxor Capital Group, LP	358,608	US$1.4m	122%	0.13%
1.12%	Sefton Cohen	340,000	US$1.3m	0%	no data
1.12%	RBC Dominion Securities Inc., Asset Management Arm	339,342	US$1.3m	0%	no data
1.06%	Peter Derycz	323,512	US$1.3m	-87.9%	no data
1.03%	Hodges Capital Management Inc	314,115	US$1.2m	-1.11%	0.08%
0.78%	Geode Capital Management, LLC	238,459	US$937.1k	36.4%	no data
0.77%	Merrill McPeak	234,608	US$922.0k	-17.6%	no data
0.75%	Legato Capital Management, LLC	228,782	US$899.1k	0%	0.11%
0.65%	John Regazzi	197,500	US$776.2k	0%	no data
0.62%	Dynamic Advisor Solutions LLC	187,122	US$735.4k	8.68%	0.02%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/23 08:01
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2024/06/30

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

Research Solutions, Inc. is covered by 3 analysts. 3 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
Jacob Stephan	Lake Street Capital Markets, LLC
Allen Klee	Maxim Group
Richard Baldry	Roth MKM