Evertz Technologies Ownership

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

Recent Insider Transactions

OTCPK:EVTZ.F Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
17 Dec 24	BuyUS$33,965	Douglas Moore	Individual		4,000	US$8.49
20 Jun 24	SellUS$11,369	Rakesh Patel	Individual		1,100	US$10.34

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of EVTZ.F?
Owner Type	Number of Shares	Ownership Percentage
Institutions	4,754,648	6.26%
General Public	21,150,959	27.9%
Individual Insiders	50,031,400	65.9%

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

Top Shareholders

Top 25 shareholders own 72.03% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
31.8%	Romolo Magarelli	24,167,000	US$210.0m	0%	no data
31.8%	Douglas DeBruin	24,167,000	US$210.0m	0%	no data
1.51%	Pembroke Management Ltd.	1,149,629	US$10.0m	0%	0.89%
1.5%	Industrielle Alliance, Gestion de placements inc.	1,135,441	US$9.9m	-1.87%	0.14%
1.32%	Brian Campbell	1,000,000	US$8.7m	0%	no data
0.98%	QV Investors Inc.	745,856	US$6.5m	-0.66%	0.31%
0.81%	Rakesh Patel	617,550	US$5.4m	-0.07%	no data
0.65%	Dimensional Fund Advisors LP	492,815	US$4.3m	0.79%	no data
0.32%	Beutel Goodman & Company Ltd.	246,530	US$2.1m	0%	0.01%
0.2%	Connor, Clark & Lunn Investment Management Ltd.	155,100	US$1.3m	0%	0.01%
0.19%	Russell Investment Management, LLC	143,578	US$1.2m	0%	no data
0.17%	Waypoint Investment Partners Inc.	131,762	US$1.1m	0%	22.42%
0.15%	1832 Asset Management L.P.	111,742	US$970.8k	0%	no data
0.079%	North Growth Management Ltd.	60,000	US$521.3k	0%	0.09%
0.074%	Van Berkom and Associates Inc.	56,250	US$488.7k	0%	0.01%
0.068%	AGF Management Limited	51,813	US$450.1k	0%	no data
0.061%	Thomas Pistor	46,200	US$401.4k	0%	no data
0.052%	UBS Asset Management AG	39,840	US$346.1k	101%	no data
0.047%	IG Investment Management, Ltd.	35,941	US$312.3k	2.89%	no data
0.037%	Jarislowsky, Fraser Limited	28,236	US$245.3k	0%	no data
0.034%	The Vanguard Group, Inc.	25,894	US$225.0k	0%	no data
0.032%	PenderFund Capital Management Ltd.	24,500	US$212.8k	0%	0.06%
0.03%	Brian Piccioni	22,650	US$196.8k	0%	no data
0.028%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	21,091	US$183.2k	-17.6%	no data
0.026%	Hillsdale Investment Management Inc.	19,793	US$172.0k	0%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/30 19:14
End of Day Share Price	2024/12/20 00:00
Earnings	2024/10/31
Annual Earnings	2024/04/30

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

Evertz Technologies Limited is covered by 10 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
Thanos Moschopoulos	BMO Capital Markets Equity Research
Robert Young	Canaccord Genuity
Stewart Glickman	CFRA Equity Research