James S Balloun - Net Worth and Insider Trading
James S Balloun Net Worth
The estimated net worth of James S Balloun is at least $13,053 dollars as of 2024-04-25. James S Balloun is the Director of Invesco Mortgage Capital Inc and owns about 1,516 shares of Invesco Mortgage Capital Inc (IVR) stock worth over $13,053. Details can be seen in James S Balloun'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 S Balloun has not made any transactions after 2011-06-08 and currently still holds the listed stock(s).
Transaction Summary of James S Balloun
James S Balloun Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, James S Balloun owns 2 companies in total, including Invesco Mortgage Capital Inc (IVR) , and Acuity Brands Inc (AYI) .
Click here to see the complete history of James S Balloun’s form 4 insider trades.
Insider Ownership Summary of James S Balloun
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| IVR | Invesco Mortgage Capital Inc | 2011-06-08 | director |
| AYI | Acuity Brands Inc | 2003-06-25 | director & Chairman & President & CEO |
James S Balloun Latest Holdings Summary
James S Balloun currently owns a total of 1 stock. James S Balloun owns 1,516 shares of Invesco Mortgage Capital Inc (IVR) as of June 8, 2011, with a value of $13,053.
Latest Holdings of James S Balloun
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| IVR | Invesco Mortgage Capital Inc | 2011-06-08 | 1,516 | 8.61 | 13,053 |
Holding Weightings of James S Balloun
James S Balloun Form 4 Trading Tracker
According to the SEC Form 4 filings, James S Balloun has made a total of 0 transactions in Invesco Mortgage Capital Inc (IVR) over the past 5 years. The most-recent trade in Invesco Mortgage Capital Inc is the acquisition of 500 shares on June 8, 2011, which cost James S Balloun around $112,850.
Insider Trading History of James S Balloun
- 1
James S Balloun Trading Performance
GuruFocus tracks the stock performance after each of James S Balloun's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James S Balloun is -7.92%. GuruFocus also compares James S Balloun's trading performance to market benchmark return within the same time period. The performance of stocks bought by James S Balloun within 3 months outperforms 1 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 S Balloun's insider trading performs compared to the benchmark.
Performance of James S Balloun
Average Return
-9.52%
Outperforming Transactions
50%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 0.06 | -7.92 | -6.77 | -9.52 | -1.83 | -4.69 |
| Relative Return to S&P 500(%) | -5.93 | -10.03 | -15.39 | -16.95 | -18.72 | -19.15 |
James S Balloun Ownership Network
Ownership Network List of James S Balloun
Ownership Network Relation of James S Balloun
James S Balloun Owned Company Details
What does Invesco Mortgage Capital Inc do?
Who are the key executives at Invesco Mortgage Capital Inc?
James S Balloun is the director of Invesco Mortgage Capital Inc. Other key executives at Invesco Mortgage Capital Inc include Chief Investment Officer John Anzalone , Chief Financial Officer Phegley Richard Lee Jr. , and Executive Vice President Kevin M Collins .
Invesco Mortgage Capital Inc (IVR) Insider Trades Summary
Over the past 18 months, James S Balloun made no insider transaction in Invesco Mortgage Capital Inc (IVR). Other recent insider transactions involving Invesco Mortgage Capital Inc (IVR) include a net sale of 1,630 shares made by Lientz James R Jr ,
In summary, during the past 3 months, insiders sold 0 shares of Invesco Mortgage Capital Inc (IVR) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 1,630 shares of Invesco Mortgage Capital Inc (IVR) were sold and 0 shares were bought by its insiders, resulting in a net sale of 1,630 shares.
Invesco Mortgage Capital Inc (IVR)'s detailed insider trading history can be found in Insider Trading Tracker table.
Invesco Mortgage Capital Inc Insider Transactions
James S Balloun Mailing Address
Above is the net worth, insider trading, and ownership report for James S Balloun. You might contact James S Balloun via mailing address: 133 Peachtree Street, Ne, Suite 4600, Atlanta Ga 30303.
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