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
20 May 26	BuyUS$118,568	Barb Gamey	Individual	2,000	US$79.24
31 Mar 26	SellUS$218,790	Duncan Jessiman	Individual	3,000	US$72.93
27 Mar 26	BuyUS$101,602	Justin Trainor	Individual	1,368	US$74.27
06 Mar 26	BuyUS$7,090	Travis Muhr	Individual	96	US$73.85
04 Mar 26	BuyUS$10,897	Polly Craik	Individual	145	US$75.15
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

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of EIFZ.F?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,034,320	1.84%
Private Companies	1,819,873	3.23%
Institutions	7,725,403	13.7%
General Public	45,746,573	81.2%

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

Top Shareholders

Top 25 shareholders own 16.44% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
3.18%	McIntosh Properties Ltd.	1,788,568	US$163.4m	0%	no data
1.46%	Dimensional Fund Advisors LP	824,094	US$75.3m	0.28%	0.01%
1.4%	Vanguard Capital Management, LLC	789,931	US$72.2m	0.45%	no data
1.16%	T. Rowe Price Group, Inc.	654,155	US$59.8m	-22.6%	no data
1.1%	BlackRock, Inc.	620,459	US$56.7m	6.69%	no data
0.96%	Norges Bank Investment Management	542,937	US$49.6m	0%	no data
0.86%	Gary Buckley	483,291	US$44.2m	0%	no data
0.82%	BMO Asset Management Corp.	462,963	US$42.3m	5.65%	0.01%
0.56%	Invesco Ltd.	315,475	US$28.8m	0%	0.01%
0.5%	Drew Foundation	284,299	US$26.0m	0%	100.0%
0.44%	CIBC Asset Management Inc.	248,332	US$22.7m	31.5%	0.03%
0.43%	Vanguard Fiduciary Trust Company	244,009	US$22.3m	1.03%	no data
0.4%	Mawer Investment Management Ltd.	225,600	US$20.6m	0%	0.06%
0.35%	Industrielle Alliance, Gestion de placements inc.	197,201	US$18.0m	0%	0.15%
0.35%	State Street Global Advisors, Inc.	195,104	US$17.8m	-0.06%	no data
0.33%	Edward Warkentin	187,095	US$17.1m	0%	no data
0.31%	Hillsdale Investment Management Inc.	176,479	US$16.1m	0%	0.3%
0.29%	Mackenzie Financial Corporation	165,587	US$15.1m	2.7%	0.01%
0.29%	TD Asset Management, Inc.	165,020	US$15.1m	0%	0.01%
0.27%	Connor, Clark & Lunn Investment Management Ltd.	150,880	US$13.8m	0%	0.03%
0.23%	Donald Streuber	132,228	US$12.1m	-13.5%	no data
0.19%	NewGen Asset Management Limited	105,826	US$9.7m	0%	2.95%
0.18%	Charles Schwab Investment Management, Inc.	102,732	US$9.4m	24.5%	no data
0.18%	AGF Management Limited	98,800	US$9.0m	0%	0.03%
0.17%	IG Investment Management, Ltd.	97,404	US$8.9m	0%	0.02%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/06/16 16:31
End of Day Share Price	2026/06/16 00:00
Earnings	2026/03/31
Annual Earnings	2025/12/31

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 16 analysts. 11 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 Cormark
Jeffrey Fenwick	ATB Cormark
Michael Goldie	BMO Capital Markets Equity Research