James R Baio - Net Worth and Insider Trading
James R Baio Net Worth
The estimated net worth of James R Baio is at least $4 Million dollars as of 2024-05-04. James R Baio is the Director of Virtus Investment Partners Inc and owns about 10,045 shares of Virtus Investment Partners Inc (VRTS) stock worth over $2 Million. James R Baio is also the EVP, CFO and Treasurer of Franklin Resources Inc and owns about 75,341 shares of Franklin Resources Inc (BEN) stock worth over $2 Million. Details can be seen in James R Baio's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that James R Baio has not made any transactions after 2012-12-04 and currently still holds the listed stock(s).
Transaction Summary of James R Baio
James R Baio Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, James R Baio owns 2 companies in total, including Virtus Investment Partners Inc (VRTS) , and Franklin Resources Inc (BEN) .
Click here to see the complete history of James R Baio’s form 4 insider trades.
Insider Ownership Summary of James R Baio
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
VRTS | Virtus Investment Partners Inc | 2017-05-19 | director |
BEN | Franklin Resources Inc | 2006-09-14 | SVP & Chief Financial Officer |
James R Baio Latest Holdings Summary
James R Baio currently owns a total of 2 stocks. Among these stocks, James R Baio owns 10,045 shares of Virtus Investment Partners Inc (VRTS) as of December 4, 2012, with a value of $2 Million and a weighting of 56.37%. James R Baio also owns 75,341 shares of Franklin Resources Inc (BEN) as of September 14, 2006, with a value of $2 Million and a weighting of 43.63%.
Latest Holdings of James R Baio
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
VRTS | Virtus Investment Partners Inc | 2012-12-04 | 10,045 | 226.60 | 2,276,197 |
BEN | Franklin Resources Inc | 2006-09-14 | 75,341 | 23.38 | 1,761,473 |
Holding Weightings of James R Baio
James R Baio Form 4 Trading Tracker
According to the SEC Form 4 filings, James R Baio has made a total of 0 transactions in Virtus Investment Partners Inc (VRTS) over the past 5 years. The most-recent trade in Virtus Investment Partners Inc is the sale of 2,000 shares on December 4, 2012, which brought James R Baio around $227,880.
According to the SEC Form 4 filings, James R Baio has made a total of 0 transactions in Franklin Resources Inc (BEN) over the past 5 years. The most-recent trade in Franklin Resources Inc is the sale of 22,800 shares on September 14, 2006, which brought James R Baio around $790,856.
Insider Trading History of James R Baio
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James R Baio Trading Performance
GuruFocus tracks the stock performance after each of James R Baio's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James R Baio is 13.01%. GuruFocus also compares James R Baio's trading performance to market benchmark return within the same time period. The performance of stocks bought by James R Baio within 3 months outperforms 2 times out of 2 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how James R Baio's insider trading performs compared to the benchmark.
Performance of James R Baio
James R Baio Ownership Network
Ownership Network List of James R Baio
Ownership Network Relation of James R Baio
James R Baio Owned Company Details
What does Virtus Investment Partners Inc do?
Who are the key executives at Virtus Investment Partners Inc?
James R Baio is the director of Virtus Investment Partners Inc. Other key executives at Virtus Investment Partners Inc include EVP & Chief Financial Officer Michael A Angerthal , EVP & Human Resources Mardelle W Pena , and EVP & Head of Distribution Barry M. Mandinach .
Virtus Investment Partners Inc (VRTS) Insider Trades Summary
Over the past 18 months, James R Baio made no insider transaction in Virtus Investment Partners Inc (VRTS). Other recent insider transactions involving Virtus Investment Partners Inc (VRTS) include a net sale of 8,049 shares made by Michael A Angerthal , and a net sale of 2,150 shares made by Stephen T Zarrilli .
In summary, during the past 3 months, insiders sold 10,199 shares of Virtus Investment Partners Inc (VRTS) in total and bought 0 shares, with a net sale of 10,199 shares. During the past 18 months, 10,199 shares of Virtus Investment Partners Inc (VRTS) were sold and 0 shares were bought by its insiders, resulting in a net sale of 10,199 shares.
Virtus Investment Partners Inc (VRTS)'s detailed insider trading history can be found in Insider Trading Tracker table.
Virtus Investment Partners Inc Insider Transactions
James R Baio Mailing Address
Above is the net worth, insider trading, and ownership report for James R Baio. You might contact James R Baio via mailing address: C/o Virtus Investment Partners, Inc., 100 Pearl Street, Hartford Ct 06103.