Samuel L Katz - Net Worth and Insider Trading

Samuel L Katz Net Worth

The estimated net worth of Samuel L Katz is at least $3 Million dollars as of 2024-04-26. Samuel L Katz is the Director of Pennant Park Investment Corp and owns about 252,291 shares of Pennant Park Investment Corp (PNNT) stock worth over $2 Million. Samuel L Katz is also the Director of PennantPark Floating Rate Capital Ltd and owns about 147,100 shares of PennantPark Floating Rate Capital Ltd (PFLT) stock worth over $2 Million. Details can be seen in Samuel L Katz's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Samuel L Katz has not made any transactions after 2023-06-09 and currently still holds the listed stock(s).

Transaction Summary of Samuel L Katz

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Samuel L Katz Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Samuel L Katz owns 5 companies in total, including PennantPark Floating Rate Capital Ltd (PFLT) , Pennant Park Investment Corp (PNNT) , and Avis Budget Group Inc (CAR) among others .

Click here to see the complete history of Samuel L Katz’s form 4 insider trades.

Insider Ownership Summary of Samuel L Katz

Ticker Comapny Transaction Date Type of Owner
PFLT PennantPark Floating Rate Capital Ltd 2020-12-18 director
PNNT Pennant Park Investment Corp 2023-06-09 director
CAR Avis Budget Group Inc 2003-05-15 CEO Trvl. & Fin. Svcs. Div.
TZPS TZP Strategies Acquisition Corp 2021-01-19 director & 10 percent owner & Chief Executive Officer
TZPSU TZP Strategies Acquisition Corp 2021-01-19 director & 10 percent owner & Chief Executive Officer

Samuel L Katz Latest Holdings Summary

Samuel L Katz currently owns a total of 2 stocks. Among these stocks, Samuel L Katz owns 252,291 shares of Pennant Park Investment Corp (PNNT) as of June 9, 2023, with a value of $2 Million and a weighting of 51.43%. Samuel L Katz also owns 147,100 shares of PennantPark Floating Rate Capital Ltd (PFLT) as of December 18, 2020, with a value of $2 Million and a weighting of 48.57%.

Latest Holdings of Samuel L Katz

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
PNNT Pennant Park Investment Corp 2023-06-09 252,291 7.05 1,778,652
PFLT PennantPark Floating Rate Capital Ltd 2020-12-18 147,100 11.42 1,679,882

Holding Weightings of Samuel L Katz


Samuel L Katz Form 4 Trading Tracker

According to the SEC Form 4 filings, Samuel L Katz has made a total of 5 transactions in Pennant Park Investment Corp (PNNT) over the past 5 years, including 5 buys and 0 sells. The most-recent trade in Pennant Park Investment Corp is the acquisition of 8,000 shares on June 9, 2023, which cost Samuel L Katz around $46,880.

According to the SEC Form 4 filings, Samuel L Katz has made a total of 6 transactions in PennantPark Floating Rate Capital Ltd (PFLT) over the past 5 years, including 3 buys and 3 sells. The most-recent trade in PennantPark Floating Rate Capital Ltd is the sale of 17,547 shares on December 18, 2020, which brought Samuel L Katz around $183,893.

Insider Trading History of Samuel L Katz

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Samuel L Katz Trading Performance

GuruFocus tracks the stock performance after each of Samuel L Katz's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Samuel L Katz is 11.19%. GuruFocus also compares Samuel L Katz's trading performance to market benchmark return within the same time period. The performance of stocks bought by Samuel L Katz within 3 months outperforms 18 times out of 31 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Samuel L Katz's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Samuel L Katz

Average Return

30.84%

Average return per transaction

Outperforming Transactions

83%

25 out of 30 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 5.46 11.19 22.96 30.84 12.47 8.13
Relative Return to S&P 500(%) 3.37 5.85 12.58 13.11 -0.88 -4.27

Samuel L Katz Ownership Network

Ownership Network List of Samuel L Katz

No Data

Ownership Network Relation of Samuel L Katz


Samuel L Katz Owned Company Details

What does PennantPark Floating Rate Capital Ltd do?

Who are the key executives at PennantPark Floating Rate Capital Ltd?

Samuel L Katz is the director of PennantPark Floating Rate Capital Ltd. Other key executives at PennantPark Floating Rate Capital Ltd include CFO and Treasurer Allorto Richard T Jr , See Remarks Richard Cheung , and CFO Aviv Efrat .

PennantPark Floating Rate Capital Ltd (PFLT) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of PennantPark Floating Rate Capital Ltd (PFLT) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of PennantPark Floating Rate Capital Ltd (PFLT) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

PennantPark Floating Rate Capital Ltd (PFLT)'s detailed insider trading history can be found in Insider Trading Tracker table.

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PennantPark Floating Rate Capital Ltd Insider Transactions

No Available Data

Samuel L Katz Mailing Address

Above is the net worth, insider trading, and ownership report for Samuel L Katz. You might contact Samuel L Katz via mailing address: 9 West 57th St, New York Ny 10019.

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