Vericity (VERY)

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	13.74 mm	13.74 mm	13.74 mm	13.74 mm	13.74 mm	13.74 mm
Cash burn (monthly)	(no burn)	(no burn)	2.07 mm	1.27 mm	483.33 k	(no burn)
Cash used (since last report)	n/a	n/a	21.22 mm	12.99 mm	4.95 mm	n/a
Cash remaining	n/a	n/a	-7.48 mm	753.75 k	8.79 mm	n/a
Runway (months of cash)	n/a	n/a	-3.6	0.6	18.2	n/a

Beta Read what these cash burn values mean

Financial data from Vericity earnings reports.

Institutional ownership, Q2 2024

VERY institutional ownership history Ownership history

2.8% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	16	17	-5.9%
Opened positions	2	16	-87.5%
Closed positions	3	0	NEW
Increased positions	6	0	NEW
Reduced positions	6	0	NEW

13F shares	Current	Prev Q	Change
Total value	4.80 bn	4.52 bn	+6.3%
Total shares	414.05 k	374.36 k	+10.6%
Total puts	0.00	0.00
Total calls	0.00	0.00
Total put/call ratio	–	–	–

Largest owners	Shares	Value	Change
SageView Advisory	130.34 k	$1.49 bn	NEW
PenderFund Capital Management	50.97 k	$796.96 mm	-24.4%
Inspirion Wealth Advisors	50.00 k	$571.55 mm	0.0%
Skandinaviska Enskilda Banken AB	47.10 k	$538.39 mm	0.0%
Vanguard	35.27 k	$403.11 mm	+0.4%
BLK BlackRock	27.81 k	$317.83 mm	-1.3%
Millennium Management	26.47 k	$302.52 mm	+95.6%
Geode Capital Management	20.16 k	$230.45 mm	+1.4%
HRT Financial	12.59 k	$143.00 k	NEW
Susquehanna International	11.77 k	$134.55 mm	-16.8%

Largest transactions	Shares	Bought/sold	Change
SageView Advisory	130.34 k	+130.34 k	NEW
RBF Capital	0.00	-73.07 k	EXIT
CSS	0.00	-23.19 k	EXIT
PenderFund Capital Management	50.97 k	-16.42 k	-24.4%
Millennium Management	26.47 k	+12.94 k	+95.6%
HRT Financial	12.59 k	+12.59 k	NEW
Susquehanna International	11.77 k	-2.37 k	-16.8%
JPM JPMorgan Chase & Co.	6.00	-1.01 k	-99.4%
BLK BlackRock	27.81 k	-360.00	-1.3%
Geode Capital Management	20.16 k	+288.00	+1.4%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

VERY insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value
28 Jun 24	Apex Holdco	Common Stock	Sell	Dispose S	No	No	11.43	11,373,352	130.00 mm
31 Mar 24	John E Buchanan	Common Stock	Sale back to company	Dispose D	No	No	11.43	70,703	808.14 k
31 Mar 24	Calvin Dong	Common Stock	Sale back to company	Dispose D	No	No	11.43	453	5.18 k
31 Mar 24	James E Hohmann	Common Stock	Sale back to company	Dispose D	No	No	11.43	625,532	7.15 mm
31 Mar 24	Richard A Hemmings	Common Stock	Sale back to company	Dispose D	No	No	11.4	193,500	2.21 mm

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.