Edgar Lee - Net Worth and Insider Trading
Edgar Lee Net Worth
The estimated net worth of Edgar Lee is at least $496 Million dollars as of 2024-05-14. Edgar Lee is the Director of Charter Communications Inc and owns about 1,808,400 shares of Charter Communications Inc (CHTR) stock worth over $496 Million. Edgar Lee is the See Remarks of Oaktree Specialty Lending Corp and owns about 12,000 shares of Oaktree Specialty Lending Corp (OCSL) stock worth over $231,600. Edgar Lee is also the See Remarks of Oaktree Strategic Income Corp and owns about 6,000 shares of Oaktree Strategic Income Corp (OCSI) stock worth over $51,000. Details can be seen in Edgar Lee's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Edgar Lee has not made any transactions after 2017-12-15 and currently still holds the listed stock(s).
Transaction Summary of Edgar Lee
Edgar Lee Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Edgar Lee owns 5 companies in total, including Sorrento Therapeutics Inc (SRNE) , Oaktree Specialty Lending Corp (OCSL) , and Oaktree Strategic Income Corp (OCSI) among others .
Click here to see the complete history of Edgar Lee’s form 4 insider trades.
Insider Ownership Summary of Edgar Lee
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| SRNE | Sorrento Therapeutics Inc | 2019-12-09 | director |
| OCSL | Oaktree Specialty Lending Corp | 2017-12-15 | See Remarks |
| OCSI | Oaktree Strategic Income Corp | 2017-12-15 | See Remarks |
 | | 2013-05-01 | director & 10 percent owner |
| | 2021-08-30 | director |
Edgar Lee Latest Holdings Summary
Edgar Lee currently owns a total of 3 stocks. Among these stocks, Edgar Lee owns 1,808,400 shares of Charter Communications Inc (CHTR) as of May 1, 2013, with a value of $496 Million and a weighting of 99.94%. Edgar Lee owns 12,000 shares of Oaktree Specialty Lending Corp (OCSL) as of December 15, 2017, with a value of $231,600 and a weighting of 0.05%. Edgar Lee also owns 6,000 shares of Oaktree Strategic Income Corp (OCSI) as of December 15, 2017, with a value of $51,000 and a weighting of 0.01%.
Latest Holdings of Edgar Lee
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| CHTR | Charter Communications Inc | 2013-05-01 | 1,808,400 | 274.25 | 495,953,700 |
| OCSL | Oaktree Specialty Lending Corp | 2017-12-15 | 12,000 | 19.30 | 231,600 |
| OCSI | Oaktree Strategic Income Corp | 2017-12-15 | 6,000 | 8.50 | 51,000 |
Holding Weightings of Edgar Lee
Edgar Lee Form 4 Trading Tracker
According to the SEC Form 4 filings, Edgar Lee has made a total of 0 transactions in Charter Communications Inc (CHTR) over the past 5 years. The most-recent trade in Charter Communications Inc is the sale of 6,387,301 shares on May 1, 2013, which brought Edgar Lee around $675 Million.
According to the SEC Form 4 filings, Edgar Lee has made a total of 0 transactions in Oaktree Specialty Lending Corp (OCSL) over the past 5 years. The most-recent trade in Oaktree Specialty Lending Corp is the acquisition of 12,000 shares on December 15, 2017, which cost Edgar Lee around $56,040.
According to the SEC Form 4 filings, Edgar Lee has made a total of 0 transactions in Oaktree Strategic Income Corp (OCSI) over the past 5 years. The most-recent trade in Oaktree Strategic Income Corp is the acquisition of 6,000 shares on December 15, 2017, which cost Edgar Lee around $51,480.
Insider Trading History of Edgar Lee
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Edgar Lee Trading Performance
GuruFocus tracks the stock performance after each of Edgar Lee's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Edgar Lee is -7.76%. GuruFocus also compares Edgar Lee's trading performance to market benchmark return within the same time period. The performance of stocks bought by Edgar Lee within 3 months outperforms 0 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 Edgar Lee's insider trading performs compared to the benchmark.
Performance of Edgar Lee
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 3.54 | | | | | |
| Relative Return to S&P 500(%) | -0.6 | | | | | |
Edgar Lee Ownership Network
Edgar Lee Owned Company Details
What does Sorrento Therapeutics Inc do?
Who are the key executives at Sorrento Therapeutics Inc?
Edgar Lee is the director of Sorrento Therapeutics Inc. Other key executives at Sorrento Therapeutics Inc include director & See Remarks Henry Ji , Chief Financial Officer Najjam Asghar , and See Remarks Jerome B Zeldis .
Sorrento Therapeutics Inc (SRNE) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Sorrento Therapeutics Inc (SRNE) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Sorrento Therapeutics Inc (SRNE) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Sorrento Therapeutics Inc (SRNE)'s detailed insider trading history can be found in Insider Trading Tracker table.
Sorrento Therapeutics Inc Insider Transactions
Edgar Lee Mailing Address
Above is the net worth, insider trading, and ownership report for Edgar Lee. You might contact Edgar Lee via mailing address: C/o Oaktree Capital Management, L.p., 333 South Grand Ave, 28th Floor, Los Angeles Ca 90071.
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