US-EU Index Rebalances / Quantitative Researcher, ORTEX

Dimitris Ioannidis

Index Rebalance professional of US, EU and Global Indices. Specialized in shareholder structure and index free float calculation, SPACs, quarterly rebalance predictions of US-EU indices and cross-index implications of corporate actions such as M&A's, Spin-offs and IPOs.

All forecasts and calculations are estimates derived from a combination of public sources considered reliable. These sources include, but are not limited to, exchange and regulatory filings, company announcements, and ETFs. While best efforts are made to maximize accuracy, estimates and predictions are subject to uncertainty.

No index data are used.

US-EU Index Rebalances / Quantitative Researcher

Neptune Insurance Holdings (NP): Double-Digit Oversubscribed Demand Leads To 24% First Day Return

Neptune Insurance Holdings Inc. (NP): Investors See Upside in Private Option to Flood Insurance

Neptune Insurance Holdings Inc. (NP): Specialty Risk Insurer Sets Terms, Seeking $2.8b Valuation

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Index Rebalance

Neptune Insurance Holdings / Index Rebalance

<ul>
<li>Partial inclusion in US indices is expected in December 2025, as the security meets US eligibility criteria before the lock-up expiry.</li>
<li>Inclusion in Global index is expected in February 2026, as the security meets eligibility criteria before the lock-up expiry.</li>
<li>Exclusion from major US and Global index is expected due to insufficient public voting rights and float cap.</li>
</ul>


Partial inclusion in US indices is expected in December 2025, as the security meets US eligibility criteria before the lock-up expiry.
Inclusion in Global index is expected in February 2026, as the security meets eligibility criteria before the lock-up expiry.
Exclusion from major US and Global index is expected due to insufficient public voting rights and float cap.


Neptune Insurance Holdings (NP US): Exclusion from US Index Over Voting Rights