Herbert A Allen - Net Worth and Insider Trading
Herbert A Allen Net Worth
The estimated net worth of Herbert A Allen is at least $361 Million dollars as of 2024-04-20. Herbert A Allen is the Director of Coca-Cola Co and owns about 6,000,000 shares of Coca-Cola Co (KO) stock worth over $361 Million. Details can be seen in Herbert A Allen's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Herbert A Allen has not made any transactions after 2010-03-01 and currently still holds the listed stock(s).
Transaction Summary of Herbert A Allen
Herbert A Allen Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Herbert A Allen owns 1 companies in total, including Coca-Cola Co (KO) .
Click here to see the complete history of Herbert A Allen’s form 4 insider trades.
Insider Ownership Summary of Herbert A Allen
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| KO | Coca-Cola Co | 2010-03-01 | director |
Herbert A Allen Latest Holdings Summary
Herbert A Allen currently owns a total of 1 stock. Herbert A Allen owns 6,000,000 shares of Coca-Cola Co (KO) as of March 1, 2010, with a value of $361 Million.
Latest Holdings of Herbert A Allen
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| KO | Coca-Cola Co | 2010-03-01 | 6,000,000 | 60.17 | 361,020,000 |
Holding Weightings of Herbert A Allen
Herbert A Allen Form 4 Trading Tracker
According to the SEC Form 4 filings, Herbert A Allen has made a total of 0 transactions in Coca-Cola Co (KO) over the past 5 years. The most-recent trade in Coca-Cola Co is the acquisition of 304,160 shares on March 1, 2010, which cost Herbert A Allen around $8 Million.
Insider Trading History of Herbert A Allen
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Herbert A Allen Trading Performance
GuruFocus tracks the stock performance after each of Herbert A Allen's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Herbert A Allen is 1.84%. GuruFocus also compares Herbert A Allen's trading performance to market benchmark return within the same time period. The performance of stocks bought by Herbert A Allen within 3 months outperforms 3 times out of 3 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Herbert A Allen's insider trading performs compared to the benchmark.
Performance of Herbert A Allen
Average Return
24.85%
Outperforming Transactions
100%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 4.28 | 1.84 | 9.67 | 24.85 | 16.97 | 4.85 |
| Relative Return to S&P 500(%) | 3.53 | 4.73 | 7.97 | 9.29 | 10.72 | 9.26 |
Herbert A Allen Ownership Network
Ownership Network List of Herbert A Allen
Ownership Network Relation of Herbert A Allen
Herbert A Allen Owned Company Details
What does Coca-Cola Co do?
Who are the key executives at Coca-Cola Co?
Herbert A Allen is the director of Coca-Cola Co. Other key executives at Coca-Cola Co include Senior Vice President Nancy Quan , other: President & Latin America OU Bruno Pietracci , and other: Group President James Quincey .
Coca-Cola Co (KO) Insider Trades Summary
Over the past 18 months, Herbert A Allen made no insider transaction in Coca-Cola Co (KO). Other recent insider transactions involving Coca-Cola Co (KO) include a net sale of 846,598 shares made by James Quincey , a net sale of 231,020 shares made by Nancy Quan , and a net sale of 145,534 shares made by Beatriz R Perez .
In summary, during the past 3 months, insiders sold 398,107 shares of Coca-Cola Co (KO) in total and bought 0 shares, with a net sale of 398,107 shares. During the past 18 months, 2,021,055 shares of Coca-Cola Co (KO) were sold and 33,200 shares were bought by its insiders, resulting in a net sale of 1,987,855 shares.
Coca-Cola Co (KO)'s detailed insider trading history can be found in Insider Trading Tracker table.
Coca-Cola Co Insider Transactions
Herbert A Allen Mailing Address
Above is the net worth, insider trading, and ownership report for Herbert A Allen. You might contact Herbert A Allen via mailing address: Allen & Co Inc, 711 Fifth Avenue, New York Ny 10022.
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