Exchange Income Ownership

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

Recent Insider Transactions

OTCPK:EIFZ.F Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
29 Dec 25	SellUS$430,008	Duncan Jessiman	Individual	7,000	US$61.48
12 Nov 25	BuyUS$38,916	Travis Muhr	Individual	715	US$54.45
17 Sep 25	SellUS$103,219	Duncan Jessiman	Individual	2,000	US$51.61
28 May 25	BuyUS$9,116	Richard Wowryk	Individual	220	US$41.45
16 May 25	BuyUS$6,257	Travis Muhr	Individual	150	US$41.71
16 May 25	SellUS$207,815	Duncan Jessiman	Individual	5,000	US$41.56
13 Mar 25	BuyUS$863,326	McIntosh Properties Ltd.	Company	25,000	US$34.53
10 Mar 25	BuyUS$4,987	Travis Muhr	Individual	144	US$34.63
04 Mar 25	BuyUS$23,844	Richard Wowryk	Individual	690	US$34.95
04 Mar 25	BuyUS$68,949	Edward Grace Corporation	Company	2,022	US$34.14
04 Mar 25	BuyUS$89,571	Adam Terwin	Individual	2,600	US$34.45
28 Feb 25	BuyUS$139,317	Michael Pyle	Individual	4,000	US$34.83
28 Feb 25	BuyUS$5,237	Travis Muhr	Individual	150	US$34.91

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of EIFZ.F?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,090,003	1.96%
Private Companies	1,819,873	3.27%
Institutions	6,225,656	11.2%
General Public	46,579,919	83.6%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 15.2%.

Top Shareholders

Top 25 shareholders own 15.17% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
3.21%	McIntosh Properties Ltd.	1,788,568	US$123.9m	0%	no data
1.52%	T. Rowe Price Group, Inc.	845,147	US$58.5m	-0.24%	no data
1.52%	BlackRock, Inc.	844,419	US$58.5m	13.9%	no data
1.43%	Dimensional Fund Advisors LP	795,399	US$55.1m	3.09%	0.01%
0.85%	Gary Buckley	471,983	US$32.7m	0%	no data
0.8%	The Vanguard Group, Inc.	444,506	US$30.8m	33%	no data
0.76%	BMO Asset Management Corp.	422,980	US$29.3m	86.4%	0.01%
0.56%	Invesco Ltd.	310,631	US$21.5m	-0.05%	0.01%
0.51%	Drew Foundation	284,299	US$19.7m	0%	100.0%
0.38%	Connor, Clark & Lunn Investment Management Ltd.	213,654	US$14.8m	0%	0.04%
0.35%	Industrielle Alliance, Gestion de placements inc.	197,201	US$13.7m	-28.8%	0.12%
0.34%	State Street Global Advisors, Inc.	190,907	US$13.2m	4.28%	no data
0.33%	CIBC Asset Management Inc.	185,335	US$12.8m	-28.3%	0.02%
0.33%	1832 Asset Management L.P.	182,600	US$12.6m	0%	0.01%
0.28%	NewGen Asset Management Limited	155,826	US$10.8m	0%	2.82%
0.28%	Edward Warkentin	155,790	US$10.8m	0%	no data
0.27%	Donald Streuber	151,761	US$10.5m	2.02%	no data
0.26%	Mackenzie Financial Corporation	142,473	US$9.9m	45.5%	0.01%
0.25%	Duncan Jessiman	141,252	US$9.8m	-4.72%	no data
0.25%	TD Asset Management, Inc.	140,343	US$9.7m	0%	0.01%
0.17%	IG Investment Management, Ltd.	97,404	US$6.7m	126%	0.01%
0.15%	Charles Schwab Investment Management, Inc.	83,250	US$5.8m	24.8%	no data
0.13%	Guardian Capital LP	70,562	US$4.9m	0%	0.09%
0.12%	Cumberland Partners Limited	68,100	US$4.7m	10.7%	0.25%
0.12%	Arrow Capital Management Inc.	65,929	US$4.6m	-19%	1.14%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/01/22 16:38
End of Day Share Price	2026/01/20 00:00
Earnings	2025/09/30
Annual Earnings	2024/12/31

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.

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

Exchange Income Corporation is covered by 17 analysts. 13 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
Christopher Murray	ATB Capital Markets
Michael Goldie	BMO Capital Markets Equity Research
Matthew Lee	Canaccord Genuity