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)	8.04 mm	8.04 mm	8.04 mm	8.04 mm	8.04 mm	8.04 mm
Cash burn (monthly)	(no burn)	144.33 k	717.67 k	904.42 k	(no burn)	(no burn)
Cash used (since last report)	n/a	1.70 mm	8.46 mm	10.66 mm	n/a	n/a
Cash remaining	n/a	6.34 mm	-414.64 k	-2.62 mm	n/a	n/a
Runway (months of cash)	n/a	43.9	-0.6	-2.9	n/a	n/a

Beta Read what these cash burn values mean

Financial data from Vericity earnings reports.

Institutional ownership, Q2 2023

VERY institutional ownership history Ownership history

1.5% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	9	12	-25.0%
Opened positions	1	3	-66.7%
Closed positions	4	1	+300.0%
Increased positions	3	2	+50.0%
Reduced positions	1	2	-50.0%

13F shares	Current	Prev Q	Change
Total value	1.33 bn	3.93 bn	-66.2%
Total shares	219.31 k	532.88 k	-58.8%
Total puts	0.00	0.00
Total calls	0.00	0.00
Total put/call ratio	–	–	–

Largest owners	Shares	Value	Change
RBF Capital	73.07 k	$440.62 mm	0.0%
Inspirion Wealth Advisors	54.00 k	$325.64 mm	0.0%
Vanguard	28.96 k	$174.65 mm	+0.3%
Geode Capital Management	25.01 k	$154.78 mm	0.0%
TRUE Private Wealth Advisors	16.55 k	$99.78 mm	0.0%
Stockman Wealth Management	11.20 k	$67.51 mm	NEW
BLK BlackRock	5.22 k	$31.47 mm	-3.9%
Tower Research Capital	5.13 k	$30.94 mm	+159.8%
RY Royal Bank of Canada	174.00	$1.00 mm	+74.0%
Proequities	0.00	$0.00

Largest transactions	Shares	Bought/sold	Change
SageView Advisory	0.00	-327.78 k	EXIT
Stockman Wealth Management	11.20 k	+11.20 k	NEW
Tower Research Capital	5.13 k	+3.16 k	+159.8%
BLK BlackRock	5.22 k	-210.00	-3.9%
Vanguard	28.96 k	+100.00	+0.3%
RY Royal Bank of Canada	174.00	+74.00	+74.0%
UBS UBS	0.00	-66.00	EXIT
MS Morgan Stanley	0.00	-21.00	EXIT
WFC Wells Fargo & Company	0.00	-14.00	EXIT
Proequities	0.00	0.00

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	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
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	Laura R Zimmerman	Common Stock	Sale back to company	Dispose D	No	No	11.43	120,104	1.37 mm

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