Vericity Ownership 2024 | Who Owns Vericity Now?

Overview RevenueFinancials Chart

Institutional Ownership

0.47%

Insider Ownership

8.52%

Retail Ownership

91.01%

Institutional Holders

3.00

Vericity Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
SAGEVIEW ADVISORY GROUP, LLC	0.88%	0.05%	130,337	130,337	100.00%	1,489,752	Jun 30, 2024
PENDERFUND CAPITAL MANAGEMENT LTD.	0.34%	0.22%	50,967	-16,418	-24.36%	796,961	Jun 30, 2024
INSPIRION WEALTH ADVISORS, LLC	0.34%	0.09%	50,004	-	-	571,546	Jun 30, 2024
SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.32%	0.00%	47,103	-	-	538,387	Jun 30, 2024
VANGUARD GROUP INC	0.24%	-	35,268	132	0.38%	403,113	Jun 30, 2024
BLACKROCK INC.	0.19%	-	27,807	-360	-1.28%	317,833	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	0.18%	0.00%	26,467	12,935	95.59%	302,518	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.14%	-	20,157	288	1.45%	230,445	Jun 30, 2024
HRT FINANCIAL LP	0.08%	0.00%	12,587	12,587	100.00%	143,000	Jun 30, 2024
MORGAN STANLEY	0.00%	-	726	5	0.69%	8,298	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	418	-286	-40.63%	4,777	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.00%	0.00%	299	105	54.12%	3,418	Jun 30, 2024
MACQUARIE GROUP LTD	0.00%	-	125	64	104.92%	1,429	Jun 30, 2024
JPMORGAN CHASE & CO	-	-	6	-1,013	-99.41%	69	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-16	-100.00%	-	Jun 30, 2024
CSS LLC/IL	-	-	-	-23,194	-100.00%	-	Jun 30, 2024
RBF CAPITAL, LLC	-	-	-	-73,071	-100.00%	-	Jun 30, 2024

Vericity's largest institutional shareholder is SAGEVIEW ADVISORY GROUP, LLC, holding 0.88% of the company's total share outstanding, currently valued at $1.49M. The top 10 institutional shareholders own together 2.70% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
PENDERFUND CAPITAL MANAGEMENT LTD.	0.34%	0.22%	50,967	-16,418	-24.36%	796,961	Jun 30, 2024
INSPIRION WEALTH ADVISORS, LLC	0.34%	0.09%	50,004	-	-	571,546	Jun 30, 2024
SAGEVIEW ADVISORY GROUP, LLC	0.88%	0.05%	130,337	130,337	100.00%	1,489,752	Jun 30, 2024
SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.32%	0.00%	47,103	-	-	538,387	Jun 30, 2024
HRT FINANCIAL LP	0.08%	0.00%	12,587	12,587	100.00%	143,000	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	0.18%	0.00%	26,467	12,935	95.59%	302,518	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.00%	0.00%	299	105	54.12%	3,418	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.14%	-	20,157	288	1.45%	230,445	Jun 30, 2024
VANGUARD GROUP INC	0.24%	-	35,268	132	0.38%	403,113	Jun 30, 2024
BLACKROCK INC.	0.19%	-	27,807	-360	-1.28%	317,833	Jun 30, 2024
MACQUARIE GROUP LTD	0.00%	-	125	64	104.92%	1,429	Jun 30, 2024
MORGAN STANLEY	0.00%	-	726	5	0.69%	8,298	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	418	-286	-40.63%	4,777	Jun 30, 2024
JPMORGAN CHASE & CO	-	-	6	-1,013	-99.41%	69	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-16	-100.00%	-	Jun 30, 2024
CSS LLC/IL	-	-	-	-23,194	-100.00%	-	Jun 30, 2024
RBF CAPITAL, LLC	-	-	-	-73,071	-100.00%	-	Jun 30, 2024

The largest Vericity shareholder by % of total assets is PENDERFUND CAPITAL MANAGEMENT LTD.. The company owns 50.97K shares of Vericity (VERY), representing 0.22% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
SAGEVIEW ADVISORY GROUP, LLC	0.88%	0.05%	130,337	130,337	100.00%	1,489,752	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	0.18%	0.00%	26,467	12,935	95.59%	302,518	Jun 30, 2024
HRT FINANCIAL LP	0.08%	0.00%	12,587	12,587	100.00%	143,000	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.14%	-	20,157	288	1.45%	230,445	Jun 30, 2024
VANGUARD GROUP INC	0.24%	-	35,268	132	0.38%	403,113	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.00%	0.00%	299	105	54.12%	3,418	Jun 30, 2024
MACQUARIE GROUP LTD	0.00%	-	125	64	104.92%	1,429	Jun 30, 2024
MORGAN STANLEY	0.00%	-	726	5	0.69%	8,298	Jun 30, 2024
SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.32%	0.00%	47,103	-	-	538,387	Jun 30, 2024
INSPIRION WEALTH ADVISORS, LLC	0.34%	0.09%	50,004	-	-	571,546	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-16	-100.00%	-	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	418	-286	-40.63%	4,777	Jun 30, 2024
BLACKROCK INC.	0.19%	-	27,807	-360	-1.28%	317,833	Jun 30, 2024
JPMORGAN CHASE & CO	-	-	6	-1,013	-99.41%	69	Jun 30, 2024
PENDERFUND CAPITAL MANAGEMENT LTD.	0.34%	0.22%	50,967	-16,418	-24.36%	796,961	Jun 30, 2024
CSS LLC/IL	-	-	-	-23,194	-100.00%	-	Jun 30, 2024
RBF CAPITAL, LLC	-	-	-	-73,071	-100.00%	-	Jun 30, 2024

As of Jun 30 2024, Vericity's largest institutional buyer is SAGEVIEW ADVISORY GROUP, LLC. The company purchased 130.34K stocks of VERY, valued at $1.49M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
RBF CAPITAL, LLC	-	-	-	-73,071	-100.00%	-	Jun 30, 2024
CSS LLC/IL	-	-	-	-23,194	-100.00%	-	Jun 30, 2024
PENDERFUND CAPITAL MANAGEMENT LTD.	0.34%	0.22%	50,967	-16,418	-24.36%	796,961	Jun 30, 2024
JPMORGAN CHASE & CO	-	-	6	-1,013	-99.41%	69	Jun 30, 2024
BLACKROCK INC.	0.19%	-	27,807	-360	-1.28%	317,833	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	418	-286	-40.63%	4,777	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-16	-100.00%	-	Jun 30, 2024
INSPIRION WEALTH ADVISORS, LLC	0.34%	0.09%	50,004	-	-	571,546	Jun 30, 2024
SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.32%	0.00%	47,103	-	-	538,387	Jun 30, 2024
MORGAN STANLEY	0.00%	-	726	5	0.69%	8,298	Jun 30, 2024
MACQUARIE GROUP LTD	0.00%	-	125	64	104.92%	1,429	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.00%	0.00%	299	105	54.12%	3,418	Jun 30, 2024
VANGUARD GROUP INC	0.24%	-	35,268	132	0.38%	403,113	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.14%	-	20,157	288	1.45%	230,445	Jun 30, 2024
HRT FINANCIAL LP	0.08%	0.00%	12,587	12,587	100.00%	143,000	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	0.18%	0.00%	26,467	12,935	95.59%	302,518	Jun 30, 2024
SAGEVIEW ADVISORY GROUP, LLC	0.88%	0.05%	130,337	130,337	100.00%	1,489,752	Jun 30, 2024

As of Jun 30 2024, Vericity's biggest institutional seller is RBF CAPITAL, LLC. The company sold -73.07K shares of VERY, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
SAGEVIEW ADVISORY GROUP, LLC	0.88%	0.05%	130,337	130,337	100.00%	1,489,752	Jun 30, 2024
HRT FINANCIAL LP	0.08%	0.00%	12,587	12,587	100.00%	143,000	Jun 30, 2024

Vericity's largest new institutional shareholder by number of shares is SAGEVIEW ADVISORY GROUP, LLC, purchased 130.34K shares, valued at $1.49M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
RBF CAPITAL, LLC	-	-	-	-73,071	-100.00%	-	Jun 30, 2024
CSS LLC/IL	-	-	-	-23,194	-100.00%	-	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-16	-100.00%	-	Jun 30, 2024

Vericity's largest sold out institutional shareholder by shares sold is RBF CAPITAL, LLC, sold -73.07K shares, valued at -, as of undefined.

Vericity Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
Gabelli 787 Fund, Inc.	0.04%	3,000	-	-	Jan 31, 2024
Vericimetry Funds	0.01%	1,120	-	-	Mar 31, 2024
GDL FUND	0.00%	3,000	3,000	-	Dec 29, 2023
GABELLI INVESTOR FUNDS INC	0.00%	3,000	3,000	-	Dec 29, 2023
DEUTSCHE DWS INVESTMENTS VIT FUNDS	0.00%	267	-	-	Mar 31, 2024
SCHWAB CAPITAL TRUST	0.00%	3,971	-	-	Feb 29, 2024
FIDELITY CONCORD STREET TRUST	0.00%	19,169	-5,252	-21.51%	Feb 29, 2024
VANGUARD INDEX FUNDS	0.00%	35,136	-20,854	-37.25%	Mar 31, 2024
Calvert Variable Products, Inc.	0.00%	164	-	-	Mar 31, 2024
SunAmerica Specialty Series	0.00%	15	-	-	Apr 30, 2021
NORTHERN FUNDS	0.00%	1,395	-	-	Mar 28, 2024
FIDELITY SALEM STREET TRUST	0.00%	23,146	-	-	Mar 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST	0.00%	300	-	-	Mar 31, 2024
ProFunds	0.00%	40	-	-	Mar 31, 2024
VALIC Co I	0.00%	882	-	-	Feb 29, 2024
EQ ADVISORS TRUST	0.00%	3,315	-	-	Mar 31, 2024
VANGUARD SCOTTSDALE FUNDS	0.00%	5,525	-	-	Feb 29, 2024
USAA MUTUAL FUNDS TRUST	0.00%	504	-	-	Jan 31, 2024
COLLEGE RETIREMENT EQUITIES FUND	0.00%	1,367	-	-	Mar 31, 2024
PACIFIC SELECT FUND	0.00%	3,327	-	-	Mar 31, 2024
T. Rowe Price Index Trust, Inc.	0.00%	18	-	-	Feb 29, 2024
NATIONWIDE MUTUAL FUNDS	0.00%	88	-	-	Jan 31, 2024
SUNAMERICA SERIES TRUST	0.00%	201	-	-	Mar 31, 2024
iSHARES TRUST	0.00%	4,514	-120	-2.59%	Mar 31, 2024
MASSMUTUAL SELECT FUNDS	0.00%	272	-	-	Dec 31, 2023
Bridge Builder Trust	0.00%	626	-	-	Mar 31, 2024

Vericity's largest mutual fund holder by % of total assets is "Gabelli 787 Fund, Inc.", owning 3.00K shares, compromising 0.04% of its total assets.

Vericity Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	3	-81.25%
31 Mar, 24	16	23.08%
31 Dec, 23	13	44.44%
30 Sep, 23	9	-10.00%
30 Jun, 23	10	-16.67%
31 Mar, 23	12	9.09%
31 Dec, 22	11	22.22%
30 Sep, 22	9	28.57%
30 Jun, 22	7	-12.50%
31 Mar, 22	8	-11.11%
31 Dec, 21	9	-10.00%
30 Sep, 21	10	-28.57%
30 Jun, 21	14	-33.33%
31 Mar, 21	21	-12.50%
31 Dec, 20	24	14.29%
30 Sep, 20	21	-8.70%
30 Jun, 20	23	187.50%
31 Mar, 20	8	33.33%
31 Dec, 19	6	-
30 Sep, 19	6	-

As of 30 Jun 24, 3 institutions are holding Vericity's shares, representing a decrease of -81.25% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	70,286	-81.22%
31 Mar, 24	374,319	30.82%
31 Dec, 23	286,129	33.52%
30 Sep, 23	214,290	-2.30%
30 Jun, 23	219,326	-58.84%
31 Mar, 23	532,878	0.19%
31 Dec, 22	531,870	161.05%
30 Sep, 22	203,740	36.40%
30 Jun, 22	149,367	0.54%
31 Mar, 22	148,570	-0.32%
31 Dec, 21	149,052	-27.55%
30 Sep, 21	205,730	-6.08%
30 Jun, 21	219,039	-44.69%
31 Mar, 21	396,044	-8.65%
31 Dec, 20	433,565	36.21%
30 Sep, 20	318,307	16.22%
30 Jun, 20	273,877	1.68%
31 Mar, 20	269,349	22.00%
31 Dec, 19	220,781	-3.29%
30 Sep, 19	228,281	-

Vericity (VERY) has 70.29K shares outstanding as of 30 Jun 24, down -81.22% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	0.47%	7.46%
31 Mar, 24	2.52%	68.01%
31 Dec, 23	1.92%	92.68%
30 Sep, 23	1.44%	66.26%
30 Jun, 23	1.47%	11.49%
31 Mar, 23	3.58%	28.02%
31 Dec, 22	3.58%	190.59%
30 Sep, 22	1.37%	135.84%
30 Jun, 22	1.00%	100.66%
31 Mar, 22	1.00%	99.48%
31 Dec, 21	1.00%	52.38%
30 Sep, 21	1.38%	63.78%
30 Jun, 21	1.47%	20.77%
31 Mar, 21	2.66%	31.34%
31 Dec, 20	2.91%	63.65%
30 Sep, 20	2.14%	63.12%
30 Jun, 20	1.84%	56.16%
31 Mar, 20	1.81%	82.20%
31 Dec, 19	1.48%	63.02%
30 Sep, 19	1.53%	-

As of 30 Jun 24, Vericity is held by 0.47% institutional shareholders, representing a 7.46% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	2	-80.00%
31 Mar, 24	10	25.00%
31 Dec, 23	8	60.00%
30 Sep, 23	5	-
30 Jun, 23	5	25.00%
31 Mar, 23	4	-33.33%
31 Dec, 22	6	50.00%
30 Sep, 22	4	100.00%
30 Jun, 22	2	100.00%
31 Mar, 22	1	-66.67%
31 Dec, 21	3	-
30 Sep, 21	3	-72.73%
30 Jun, 21	11	57.14%
31 Mar, 21	7	-41.67%
31 Dec, 20	12	50.00%
30 Sep, 20	8	-55.56%
30 Jun, 20	18	500.00%
31 Mar, 20	3	50.00%
31 Dec, 19	2	-66.67%
30 Sep, 19	6	-

2 institutional shareholders have increased their position in VERY stock as of 30 Jun 24 compared to 10 in the previous quarter (a -80.00% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	-	-100.00%
31 Mar, 24	3	-
31 Dec, 23	3	-
30 Sep, 23	-	-100.00%
30 Jun, 23	1	-50.00%
31 Mar, 23	2	-
31 Dec, 22	2	-
30 Sep, 22	2	100.00%
30 Jun, 22	1	-66.67%
31 Mar, 22	3	-25.00%
31 Dec, 21	4	-
30 Sep, 21	4	33.33%
30 Jun, 21	3	-72.73%
31 Mar, 21	11	22.22%
31 Dec, 20	9	12.50%
30 Sep, 20	8	166.67%
30 Jun, 20	3	-
31 Mar, 20	3	50.00%
31 Dec, 19	2	-
30 Sep, 19	-	-

- institutional shareholders have reduced their position in VERY stock as of 30 Jun 24 compared to 3 in the previous quarter (a -100.00% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	3	-81.25%	70,286	-81.22%	0.47%	7.46%	2	-80.00%	-	-100.00%
31 Mar, 24	16	23.08%	374,319	30.82%	2.52%	68.01%	10	25.00%	3	-
31 Dec, 23	13	44.44%	286,129	33.52%	1.92%	92.68%	8	60.00%	3	-
30 Sep, 23	9	-10.00%	214,290	-2.30%	1.44%	66.26%	5	-	-	-100.00%
30 Jun, 23	10	-16.67%	219,326	-58.84%	1.47%	11.49%	5	25.00%	1	-50.00%
31 Mar, 23	12	9.09%	532,878	0.19%	3.58%	28.02%	4	-33.33%	2	-
31 Dec, 22	11	22.22%	531,870	161.05%	3.58%	190.59%	6	50.00%	2	-
30 Sep, 22	9	28.57%	203,740	36.40%	1.37%	135.84%	4	100.00%	2	100.00%
30 Jun, 22	7	-12.50%	149,367	0.54%	1.00%	100.66%	2	100.00%	1	-66.67%
31 Mar, 22	8	-11.11%	148,570	-0.32%	1.00%	99.48%	1	-66.67%	3	-25.00%
31 Dec, 21	9	-10.00%	149,052	-27.55%	1.00%	52.38%	3	-	4	-
30 Sep, 21	10	-28.57%	205,730	-6.08%	1.38%	63.78%	3	-72.73%	4	33.33%
30 Jun, 21	14	-33.33%	219,039	-44.69%	1.47%	20.77%	11	57.14%	3	-72.73%
31 Mar, 21	21	-12.50%	396,044	-8.65%	2.66%	31.34%	7	-41.67%	11	22.22%
31 Dec, 20	24	14.29%	433,565	36.21%	2.91%	63.65%	12	50.00%	9	12.50%
30 Sep, 20	21	-8.70%	318,307	16.22%	2.14%	63.12%	8	-55.56%	8	166.67%
30 Jun, 20	23	187.50%	273,877	1.68%	1.84%	56.16%	18	500.00%	3	-
31 Mar, 20	8	33.33%	269,349	22.00%	1.81%	82.20%	3	50.00%	3	50.00%
31 Dec, 19	6	-	220,781	-3.29%	1.48%	63.02%	2	-66.67%	2	-
30 Sep, 19	6	-	228,281	-	1.53%	-	6	-	-	-

Vericity Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jul 02, 2024	Apex Holdco L.P.	10 percent owner	-	S-Sale	Sell	11,373,352	$11.43	$130.00M	-
Aug 09, 2019	Zimmerman Laura R	officer	See Remarks	P-Purchase	Buy	120,104	$10.00	$1.20M	120,104
Aug 07, 2019	Hemmings Richard A	director	-	P-Purchase	Buy	193,500	$10.00	$1.94M	193,500
Aug 07, 2019	Buchanan John E	officer	See Remarks	P-Purchase	Buy	70,703	$10.00	$707.03K	70,703
Aug 07, 2019	Harkensee James C	officer	Executive Vice President	P-Purchase	Buy	327,782	$10.00	$3.28M	327,782
Aug 07, 2019	Hohmann James E	director, officer	CEO and President	P-Purchase	Buy	625,532	$10.00	$6.26M	625,532
Aug 07, 2019	Zimmerman Laura R	officer	See Remarks	P-Purchase	Sell	120,104	$10.00	$1.20M	120,104
Aug 07, 2019	Campbell Christopher	officer	Executive Vice President	P-Purchase	Buy	102,521	$10.00	$1.03M	102,521
Aug 07, 2019	Kim Chris S	officer	See Remarks	P-Purchase	Buy	215,222	$10.00	$2.15M	215,222
Aug 07, 2019	Schacht James W	director	-	P-Purchase	Buy	5,124	$10.00	$51.24K	5,124

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 09, 2019	Zimmerman Laura R	officer	See Remarks	P-Purchase	Buy	120,104	$10.00	$1.20M	120,104
Aug 07, 2019	Hemmings Richard A	director	-	P-Purchase	Buy	193,500	$10.00	$1.94M	193,500
Aug 07, 2019	Buchanan John E	officer	See Remarks	P-Purchase	Buy	70,703	$10.00	$707.03K	70,703
Aug 07, 2019	Harkensee James C	officer	Executive Vice President	P-Purchase	Buy	327,782	$10.00	$3.28M	327,782
Aug 07, 2019	Hohmann James E	director, officer	CEO and President	P-Purchase	Buy	625,532	$10.00	$6.26M	625,532
Aug 07, 2019	Campbell Christopher	officer	Executive Vice President	P-Purchase	Buy	102,521	$10.00	$1.03M	102,521
Aug 07, 2019	Kim Chris S	officer	See Remarks	P-Purchase	Buy	215,222	$10.00	$2.15M	215,222
Aug 07, 2019	Schacht James W	director	-	P-Purchase	Buy	5,124	$10.00	$51.24K	5,124

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jul 02, 2024	Apex Holdco L.P.	10 percent owner	-	S-Sale	Sell	11,373,352	$11.43	$130.00M	-
Jun 28, 2024	Zimmerman Laura R	director, officer	See Remarks	D-Return	Sell	120,104	$11.43	$1.37M	-
Jun 28, 2024	Kim Chris S	officer	See Remarks	D-Return	Sell	215,222	$11.43	$2.46M	-
Jun 28, 2024	Hohmann James E	director, officer	CEO and President	D-Return	Sell	625,532	$11.43	$7.15M	-
Jun 28, 2024	Hemmings Richard A	director	-	D-Return	Sell	193,500	$11.40	$2.21M	-
Jun 28, 2024	Harkensee James C	officer	Executive Vice President	D-Return	Sell	327,782	$11.43	$3.75M	-
Jun 28, 2024	Dong Calvin	director	-	D-Return	Sell	453	$11.43	$5.18K	-
Jun 28, 2024	Buchanan John E	officer	See Remarks	D-Return	Sell	70,703	$11.43	$808.14K	-
Aug 09, 2019	Apex Holdco L.P.		-		Sell	-	-	-	11,373,352
Aug 07, 2019	Members Mutual Holding Co	10 percent owner	-	J-Other	Sell	1	-	-	-
Aug 07, 2019	Zimmerman Laura R	officer	See Remarks	P-Purchase	Sell	120,104	$10.00	$1.20M	120,104

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jul 02, 2024	Apex Holdco L.P.	10 percent owner	-	S-Sale	Sell	11,373,352	$11.43	$130.00M	-
Jun 28, 2024	Zimmerman Laura R	director, officer	See Remarks	D-Return	Sell	120,104	$11.43	$1.37M	-
Jun 28, 2024	Kim Chris S	officer	See Remarks	D-Return	Sell	215,222	$11.43	$2.46M	-
Jun 28, 2024	Hohmann James E	director, officer	CEO and President	D-Return	Sell	625,532	$11.43	$7.15M	-
Jun 28, 2024	Hemmings Richard A	director	-	D-Return	Sell	193,500	$11.40	$2.21M	-
Jun 28, 2024	Harkensee James C	officer	Executive Vice President	D-Return	Sell	327,782	$11.43	$3.75M	-
Jun 28, 2024	Dong Calvin	director	-	D-Return	Sell	453	$11.43	$5.18K	-
Jun 28, 2024	Buchanan John E	officer	See Remarks	D-Return	Sell	70,703	$11.43	$808.14K	-
Mar 03, 2021	Dong Calvin	director			Buy	-	-	-	-
Aug 09, 2019	Zimmerman Laura R	officer	See Remarks	P-Purchase	Buy	120,104	$10.00	$1.20M	120,104
Aug 09, 2019	Apex Holdco L.P.		-		Sell	-	-	-	11,373,352
Aug 07, 2019	Hemmings Richard A	director	-	P-Purchase	Buy	193,500	$10.00	$1.94M	193,500
Aug 07, 2019	Buchanan John E	officer	See Remarks	P-Purchase	Buy	70,703	$10.00	$707.03K	70,703
Aug 07, 2019	Harkensee James C	officer	Executive Vice President	P-Purchase	Buy	327,782	$10.00	$3.28M	327,782
Aug 07, 2019	Members Mutual Holding Co	10 percent owner	-	J-Other	Sell	1	-	-	-
Aug 07, 2019	Hohmann James E	director, officer	CEO and President	P-Purchase	Buy	625,532	$10.00	$6.26M	625,532
Aug 07, 2019	Zimmerman Laura R	officer	See Remarks	P-Purchase	Sell	120,104	$10.00	$1.20M	120,104
Aug 07, 2019	Campbell Christopher	officer	Executive Vice President	P-Purchase	Buy	102,521	$10.00	$1.03M	102,521
Aug 07, 2019	Kim Chris S	officer	See Remarks	P-Purchase	Buy	215,222	$10.00	$2.15M	215,222
Aug 07, 2019	Schacht James W	director	-	P-Purchase	Buy	5,124	$10.00	$51.24K	5,124

The last insider sell of Vericity's stock was made by Apex Holdco L.P. on Jul 02 2024, selling 11,373,352 shares at $11.43 per share (valued at $130.00M). The last insider buy of VERY was made by Zimmerman Laura R on Aug 09 2019, buying 120,104 shares at $10.00 per share (worth $1.20M).

Vericity Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q4 2020	-	-	-
Q3 2019	8	3	266.67%
Q2 2019	-	1	-

0 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Vericity's insiders, as of Q4 2020.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q4 2020	-	-	-
Q3 2019	9	-	-
Q2 2019	-	-	-

As of Q4 2020, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Vericity's stocks.

Vericity Peer Ownership

Ticker	Company
NWLI	National Western Life Group, Inc.
CNO	CNO Financial Group, Inc.
JXN	Jackson Financial Inc.
AEL	American Equity Investment Life Holding Company
PUK	Prudential plc

VERY Ownership FAQ

Who Owns Vericity?

Vericity is owned by institutional shareholders (0.47%), insiders (8.52%), and public (91.01%). The largest institutional shareholder of Vericity is SAGEVIEW ADVISORY GROUP, LLC (0.88% of total shares) and the top mutual fund owner is Gabelli 787 Fund, Inc. (0.04% of total shares).

Who are the major institutional shareholders of Vericity?

Vericity's major institutional shareholders are SAGEVIEW ADVISORY GROUP, LLC, PENDERFUND CAPITAL MANAGEMENT LTD., INSPIRION WEALTH ADVISORS, LLC, SKANDINAVISKA ENSKILDA BANKEN AB (PUBL), and VANGUARD GROUP INC. The top five shareholders own together 2.11% of the company's share outstanding.

How many Vericity shareholders are there?

As of Jun 2024, there are 3 institutional shareholders of Vericity.

What percentage of Vericity is owned by SAGEVIEW ADVISORY GROUP, LLC?

SAGEVIEW ADVISORY GROUP, LLC owns 130.34K shares of Vericity, representing 0.88% of the company's total shares outstanding, valued at $1.49M (as of Jun 2024).

What percentage of Vericity is owned by PENDERFUND CAPITAL MANAGEMENT LTD?

As of Jun 2024, PENDERFUND CAPITAL MANAGEMENT LTD holds 50.97K shares of Vericity (VERY), compromising 0.34% of the company, valued at $796.96K.

What percentage of Vericity is owned by INSPIRION WEALTH ADVISORS, LLC?

INSPIRION WEALTH ADVISORS, LLC is the third largest holder of Vericity. The company owns 50K of the company's shares outstanding (worth $571.55K).