Global Water Resources Ownership

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

Recent Insider Transactions

NasdaqGM:GWRS Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
30 Sep 24	BuyUS$88	Steven Brill	Individual	7	US$12.57
11 Sep 24	BuyUS$76	Steven Brill	Individual	6	US$12.74
23 Aug 24	SellUS$18,572	Suzanne Kitts	Individual	1,513	US$12.28
15 Aug 24	BuyUS$151	Steven Brill	Individual	13	US$11.60
08 Jul 24	SellUS$6,405	Andrew Cohn	Individual	536	US$11.95
02 Jul 24	BuyUS$6,432	Andrew Cohn	Individual	536	US$12.00
31 May 24	BuyUS$52	Steven Brill	Individual	4	US$12.97
13 May 24	BuyUS$294	Steven Brill	Individual	23	US$12.77
28 Mar 24	BuyUS$445	Debra Coy	Individual	34.51	US$12.90

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 GWRS?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	2,691,652	11.1%
General Public	3,934,790	16.2%
Institutions	7,384,521	30.5%
Private Companies	10,210,663	42.2%

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

Top Shareholders

Top 25 shareholders own 78.87% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
42.2%	Levine Investments Limited Partnership	10,210,663	US$115.8m	0.01%	no data
8.96%	Andrew Cohn	2,169,421	US$24.6m	0.03%	no data
5.66%	Handelsbanken Asset Management	1,370,000	US$15.5m	0.74%	0.02%
3.16%	Polar Asset Management Partners Inc.	766,037	US$8.7m	-8.45%	0.32%
2.81%	The Vanguard Group, Inc.	679,507	US$7.7m	-0.08%	no data
2.51%	BlackRock, Inc.	607,559	US$6.9m	0.41%	no data
1.58%	Coeli Asset Management Ab	382,134	US$4.3m	0%	3.58%
1.22%	Coeli AB	295,168	US$3.3m	0%	0.15%
1.13%	Geode Capital Management, LLC	272,509	US$3.1m	3.26%	no data
1.05%	Claret Asset Management Corp	253,817	US$2.9m	-0.9%	0.45%
1.03%	Renaissance Technologies LLC	249,366	US$2.8m	3.71%	no data
0.97%	North Star Investment Management Corporation	234,893	US$2.7m	0%	0.18%
0.91%	State Street Global Advisors, Inc.	220,872	US$2.5m	0.68%	no data
0.85%	Wells Fargo & Company, Securities and Brokerage Investments	206,524	US$2.3m	-1.52%	no data
0.7%	Bard Associates Inc.	168,634	US$1.9m	-0.95%	0.66%
0.65%	BNY Asset Management	157,606	US$1.8m	0.17%	no data
0.5%	Dimensional Fund Advisors LP	120,951	US$1.4m	7.86%	no data
0.48%	Kennedy Capital Management LLC	116,605	US$1.3m	-25.1%	0.03%
0.48%	Ron Fleming	116,014	US$1.3m	2.81%	no data
0.44%	Royce & Associates, LP	106,000	US$1.2m	0%	0.01%
0.38%	Michael Liebman	92,892	US$1.1m	2.23%	no data
0.38%	Northern Trust Global Investments	91,099	US$1.0m	-1.15%	no data
0.35%	PanAgora Asset Management, Inc.	84,204	US$954.9k	-12.4%	no data
0.29%	Commonwealth Equity Services, LLC	70,842	US$803.3k	0.01%	no data
0.25%	William Levine	60,000	US$680.4k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/02/07 10:46
End of Day Share Price	2025/02/07 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.

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

Global Water Resources, Inc. is covered by 2 analysts. 2 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
Michael Gaugler	Janney Montgomery Scott LLC
Gerard Sweeney	Roth Capital Partners