Lon R Greenberg - Net Worth and Insider Trading

Lon R Greenberg Net Worth

The estimated net worth of Lon R Greenberg is at least $18 Million dollars as of 2024-03-28. Lon R Greenberg is the Director of UGI Corp and owns about 435,554 shares of UGI Corp (UGI) stock worth over $11 Million. Lon R Greenberg is the Director of Ameriprise Financial Inc and owns about 8,000 shares of Ameriprise Financial Inc (AMP) stock worth over $3 Million. Lon R Greenberg is also the Director of Cencora Inc and owns about 9,500 shares of Cencora Inc (COR) stock worth over $2 Million. Besides these, Lon R Greenberg also holds AmeriGas Partners LP (APU) , Essential Utilities Inc (WTRG) . Details can be seen in Lon R Greenberg's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Lon R Greenberg has not made any transactions after 2016-08-09 and currently still holds the listed stock(s).

Transaction Summary of Lon R Greenberg

To

Lon R Greenberg Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Lon R Greenberg owns 5 companies in total, including Ameriprise Financial Inc () , Cencora Inc () , and Essential Utilities Inc () among others .

Click here to see the complete history of Lon R Greenberg’s form 4 insider trades.

Insider Ownership Summary of Lon R Greenberg

Ticker Comapny Transaction Date Type of Owner
Ameriprise Financial Inc 2016-06-29 director
Cencora Inc 2022-01-15 director
Essential Utilities Inc 2009-11-13 director
UGI Corp 2015-05-18 President/CEO & Chairman
AmeriGas Partners LP 2015-12-21 director

Lon R Greenberg Latest Holdings Summary

Lon R Greenberg currently owns a total of 5 stocks. Among these stocks, Lon R Greenberg owns 435,554 shares of UGI Corp (UGI) as of May 18, 2015, with a value of $11 Million and a weighting of 60.06%. Lon R Greenberg owns 8,000 shares of Ameriprise Financial Inc (AMP) as of June 29, 2016, with a value of $3 Million and a weighting of 19.91%. Lon R Greenberg also owns 9,500 shares of Cencora Inc (COR) as of August 9, 2016, with a value of $2 Million and a weighting of 13.26%. The other 2 stocks AmeriGas Partners LP (APU) , Essential Utilities Inc (WTRG) have a combined weighting of 6.77% among all his current holdings.

Latest Holdings of Lon R Greenberg

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
UGI UGI Corp 2015-05-18 435,554 24.16 10,522,985
AMP Ameriprise Financial Inc 2016-06-29 8,000 435.98 3,487,840
COR Cencora Inc 2016-08-09 9,500 244.64 2,324,080
APU AmeriGas Partners LP 2015-12-21 20,000 31.22 624,400
WTRG Essential Utilities Inc 2009-11-13 15,250 36.80 561,200

Holding Weightings of Lon R Greenberg


Lon R Greenberg Form 4 Trading Tracker

According to the SEC Form 4 filings, Lon R Greenberg has made a total of 0 transactions in UGI Corp (UGI) over the past 5 years. The most-recent trade in UGI Corp is the sale of 75,000 shares on May 18, 2015, which brought Lon R Greenberg around $3 Million.

According to the SEC Form 4 filings, Lon R Greenberg has made a total of 0 transactions in Ameriprise Financial Inc (AMP) over the past 5 years. The most-recent trade in Ameriprise Financial Inc is the acquisition of 3,900 shares on June 29, 2016, which cost Lon R Greenberg around $343,902.

According to the SEC Form 4 filings, Lon R Greenberg has made a total of 0 transactions in Cencora Inc (COR) over the past 5 years. The most-recent trade in Cencora Inc is the acquisition of 4,000 shares on August 9, 2016, which cost Lon R Greenberg around $354,360.

More details on Lon R Greenberg's insider transactions can be found in the Insider Trading History of Lon R Greenberg table.

Insider Trading History of Lon R Greenberg

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.

Lon R Greenberg Trading Performance

GuruFocus tracks the stock performance after each of Lon R Greenberg's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Lon R Greenberg is 9.15%. GuruFocus also compares Lon R Greenberg's trading performance to market benchmark return within the same time period. The performance of stocks bought by Lon R Greenberg within 3 months outperforms 5 times out of 8 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Lon R Greenberg'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 Lon R Greenberg

Average Relative Return

28.75%

Average relative return per transaction

Outperforming Transactions

88%

7 out of 8 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Relative Return(%) 4.57 9.15 22.92 28.75 17.67 12.82
Relative Return to S&P 500(%) 2.64 5.67 10.16 7.96 1.33 -1.01

Lon R Greenberg Ownership Network

Ownership Network List of Lon R Greenberg

No Data

Ownership Network Relation of Lon R Greenberg


Lon R Greenberg Owned Company Details

What does Ameriprise Financial Inc do?

Who are the key executives at Ameriprise Financial Inc?

Lon R Greenberg is the director of Ameriprise Financial Inc. Other key executives at Ameriprise Financial Inc include Pres - U.S. Asset Mgmt & CIO William F Truscott , EVP Technology and CIO Gerard P. Smyth , and director & Chairman and CEO James M Cracchiolo .

Ameriprise Financial Inc () Insider Trades Summary

Over the past 18 months, Lon R Greenberg made no insider transaction in Ameriprise Financial Inc (). Other recent insider transactions involving Ameriprise Financial Inc () include a net sale of 112,036 shares made by James M Cracchiolo , a net sale of 44,780 shares made by Walter Stanley Berman , and a net sale of 40,652 shares made by William F Truscott .

In summary, during the past 3 months, insiders sold 92,285 shares of Ameriprise Financial Inc () in total and bought 0 shares, with a net sale of 92,285 shares. During the past 18 months, 235,853 shares of Ameriprise Financial Inc () were sold and 0 shares were bought by its insiders, resulting in a net sale of 235,853 shares.

Ameriprise Financial Inc ()'s detailed insider trading history can be found in Insider Trading Tracker table.

To

Ameriprise Financial Inc Insider Transactions

No Available Data

Lon R Greenberg Mailing Address

Above is the net worth, insider trading, and ownership report for Lon R Greenberg. You might contact Lon R Greenberg via mailing address: 460 North Gulph Road, King Of Prussia Pa 19406.

Discussions on Lon R Greenberg

No discussions yet.