Volato Group Ownership

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

Recent Insider Transactions

NYSEAM:SOAR Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
07 Jun 24	BuyUS$988	Michael Prachar	Individual	1,235	US$0.80
06 Jun 24	BuyUS$6,800	Mark Heinen	Individual	8,500	US$0.80
06 Jun 24	BuyUS$4,860	Matthew Liotta	Individual	6,000	US$0.81
28 Mar 24	BuyUS$10,580	Matthew Liotta	Individual	3,000	US$3.53

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 SOAR?
Owner Type	Number of Shares	Ownership Percentage
Institutions	2,031,489	6.82%
Private Companies	5,507,813	18.5%
Individual Insiders	8,710,137	29.2%
General Public	13,531,161	45.4%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 6.2%.

Top Shareholders

Top 25 shareholders own 54.55% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
18.5%	PROOF Acquisition Sponsor I, LLC	5,507,813	US$1.3m	0%	no data
17.5%	Matthew Liotta	5,223,436	US$1.2m	9.07%	no data
11.6%	Nicholas Cooper	3,466,153	US$790.6k	0%	no data
3.57%	Highbridge Capital Management, LLC	1,063,911	US$242.7k	0%	0.01%
1.2%	The Vanguard Group, Inc.	355,929	US$81.2k	0%	no data
0.52%	Magnetar Capital Partners, LP	154,101	US$35.2k	0%	no data
0.39%	Neuberger Berman Investment Advisers LLC	115,846	US$26.4k	0%	no data
0.35%	Geode Capital Management, LLC	105,157	US$24.0k	52.4%	no data
0.13%	IEQ Capital, LLC	37,953	US$8.7k	0%	no data
0.11%	Two Sigma Securities, LLC, Asset Management Arm	31,589	US$7.2k	0%	no data
0.086%	Callan Family Office, LLC	25,501	US$5.8k	0%	no data
0.084%	XTX Holdings Limited, Asset Management Arm	24,911	US$5.7k	69.9%	no data
0.074%	Commonwealth Equity Services, LLC	22,066	US$5.0k	0%	no data
0.065%	Jane Street Group, LLC, Asset Management Arm	19,384	US$4.4k	0%	no data
0.039%	Northern Trust Global Investments	11,605	US$2.6k	0%	no data
0.035%	Tower Research Capital Europe Limited	10,399	US$2.4k	5.76%	no data
0.034%	Michael Prachar	10,048	US$2.3k	714%	no data
0.034%	Envestnet Asset Management, Inc.	10,000	US$2.3k	0%	no data
0.034%	BB&T Trust	10,000	US$2.3k	0%	no data
0.034%	Raymond James Financial Inc., Asset Management Arm	10,000	US$2.3k	0%	no data
0.034%	Wells Fargo & Company, Securities and Brokerage Investments	10,000	US$2.3k	0%	no data
0.029%	Mark Heinen	8,500	US$1.9k	0%	no data
0.017%	A. Montag & Associates, Inc.	5,000	US$1.1k	0%	no data
0.017%	PNC Financial Services Group Inc., Banking Investments	5,000	US$1.1k	0%	no data
0.0067%	Steven Drucker	2,000	US$456.5	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/23 06:41
End of Day Share Price	2024/12/20 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

Volato Group, 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.

Analyst	Institution